Last Update: 31 Aug 2021

Category: Stocks
ETF: Vanguard Dividend Appreciation (VIG)

In the last 10 years, the Vanguard Dividend Appreciation (VIG) ETF obtained a 14.33% compound annual return, with a 12.01% standard deviation.

In the last 20 years, a 9.57% compound annual return, with a 14.75% standard deviation.

In 2020, the portfolio granted a 1.86% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Dividend Appreciation (VIG): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

The Vanguard Dividend Appreciation (VIG) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Late Sixties and Beyond Burton Malkiel 16.0%
Late Thirties to Early Forties Burton Malkiel 10.0%
Mid-Fifties Burton Malkiel 12.5%
Mid-Twenties Burton Malkiel 7.0%

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Vanguard Dividend Appreciation (VIG): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.67%
0.00%
1 - 0
3M
+4.76%
-0.14%
Jun 2021 - Jun 2021
2 - 1
6M
+17.58%
-0.14%
Jun 2021 - Jun 2021
5 - 1
YTD
+15.95%
-2.92%
Jan 2021 - Jan 2021
6 - 2
1Y
+26.50%
11.97%
-3.30%
Sep 2020 - Oct 2020
8 - 4
3Y
+16.22%
annualized
15.90%
-17.16%
Feb 2020 - Mar 2020
27 - 9
5Y
+16.00%
annualized
13.22%
-17.16%
Feb 2020 - Mar 2020
44 - 16
10Y
+14.33%
annualized
12.01%
-17.16%
Feb 2020 - Mar 2020
86 - 34
MAX
01 Jan 1999
+8.69%
annualized
15.54%
-41.12%
Oct 2007 - Feb 2009
178 - 94

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Vanguard Dividend Appreciation (VIG) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.40% +47.68%
Mar 2000 - Feb 2001
-35.02%
Mar 2008 - Feb 2009
19.16%
2 Years
+9.92% +31.94%
Mar 2009 - Feb 2011
-19.91%
Mar 2007 - Feb 2009
11.65%
3 Years
+9.49% +22.93%
Mar 2009 - Feb 2012
-9.61%
Mar 2006 - Feb 2009
10.97%
5 Years
+9.24% +20.36%
Mar 2009 - Feb 2014
-2.24%
Mar 2004 - Feb 2009
1.41%
7 Years
+9.07% +15.27%
Mar 2009 - Feb 2016
-0.12%
Mar 2002 - Feb 2009
0.53%
10 Years
+8.69% +15.09%
Mar 2009 - Feb 2019
+1.09%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.99% +10.74%
Mar 2000 - Feb 2015
+6.67%
Jan 1999 - Dec 2013
0.00%
20 Years
+9.35% +10.41%
Dec 1999 - Nov 2019
+6.92%
Jan 1999 - Dec 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Vanguard Dividend Appreciation (VIG) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Vanguard Dividend Appreciation (VIG) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.87
61%
0.02
57%
0.91
65%
2.32
70%
0.91
78%
0.34
57%
1.29
74%
0.84
70%
-1.26
41%
0.96
59%
1.35
77%
0.98
77%
Best
Year
20.7
2001
6.5
2006
7.0
2009
12.8
2003
5.0
2009
7.0
2003
6.6
2009
6.9
2002
8.3
2010
9.6
2011
10.1
2001
8.0
1999
Worst
Year
-7.6
2009
-10.5
2009
-9.6
2020
-12.0
2004
-7.2
2010
-7.9
2008
-10.5
2002
-11.5
2003
-16.9
2001
-14.1
2008
-11.2
2002
-8.7
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Vanguard Dividend Appreciation (VIG) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+15.95% -2.9 1.6 6.0 4.0 1.8 -0.1 3.2 1.7
2020
+15.40% 0.6 -8.3 -9.6 9.9 3.6 0.1 5.0 6.2 -1.1 -2.3 10.0 2.5
2019
+29.62% 6.3 4.6 1.1 3.7 -4.6 6.6 2.2 0.6 1.5 0.0 2.5 2.2
2018
-2.08% 5.0 -4.0 -1.4 -0.9 1.8 0.3 4.7 2.8 1.7 -6.4 4.1 -8.7
2017
+22.22% 1.8 4.3 -0.1 1.7 1.6 0.3 0.7 -0.4 2.4 2.1 4.5 1.4
2016
+11.97% -2.3 1.1 6.3 -0.3 1.0 2.4 2.3 0.0 -1.0 -1.9 3.0 1.2
2015
-1.95% -3.4 5.6 -2.3 -0.2 1.0 -2.5 2.2 -5.9 -1.8 6.7 0.3 -0.9
2014
+10.08% -5.0 4.9 0.8 1.0 1.6 1.5 -3.3 3.7 -1.0 2.7 3.2 0.1
2013
+28.87% 5.9 1.2 3.4 1.7 1.2 -1.5 5.4 -3.6 4.0 4.2 2.3 2.0
2012
+11.65% 2.6 2.8 2.1 -0.3 -4.4 2.2 2.0 1.9 1.9 -1.3 1.4 0.5
2011
+6.16% 1.4 3.4 1.1 3.5 -1.3 -0.8 -3.5 -3.2 -6.3 9.6 1.9 1.0
2010
+14.74% -2.3 2.4 4.6 2.2 -7.2 -4.3 6.4 -3.4 8.3 2.8 0.3 5.3
2009
+19.57% -7.6 -10.5 7.0 7.3 5.0 0.5 6.6 2.4 3.2 -0.4 5.8 0.7
2008
-26.69% -5.3 -1.6 2.0 2.6 0.3 -7.9 1.1 2.1 -6.7 -14.1 -2.6 0.9
2007
+5.63% 1.6 -1.7 0.3 4.4 2.5 -1.6 -2.5 2.3 3.4 -0.3 -2.0 -0.5
2006
+25.71% 2.3 6.5 -0.4 -1.1 1.1 -0.8 2.9 3.7 -1.4 4.9 5.2 0.7
2005
+4.29% 2.1 -0.5 -5.5 1.9 4.4 5.0 2.4 1.7 -3.5 -0.1 3.1 -6.2
2004
+8.90% 4.5 -2.0 2.0 -12.0 3.0 0.2 -0.8 5.0 2.8 1.8 1.4 3.8
2003
+27.36% 2.2 2.1 1.6 12.8 2.1 7.0 4.3 -11.5 -4.3 4.9 2.3 2.9
2002
-14.01% 0.2 0.8 5.3 2.3 -1.3 -1.0 -10.5 6.9 -5.5 -4.3 -11.2 5.3
2001
+29.49% 20.7 -2.3 -1.7 3.7 1.3 3.1 2.2 3.2 -16.9 7.8 10.1 -0.8
2000
+11.32% -2.6 -8.7 3.7 7.1 4.4 0.5 5.4 4.6 0.0 2.6 -5.0 0.0
1999
-28.01% -5.8 -1.1 -5.6 -1.5 2.4 -1.2 -8.5 -1.4 -7.3 2.0 -10.9 8.0

ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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