Vanguard ESG U.S. Stock ETF (ESGV): Rolling Returns

Data Source: from September 2005 to March 2024 (~19 years)
Consolidated Returns as of 31 March 2024

Holding the Vanguard ESG U.S. Stock ETF (ESGV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~19 years), the longest period with a negative return lasted 65 months (from May 2006 to September 2011).

This means that every rolling period of 66 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard ESG U.S. Stock ETF (ESGV) ETF: Historical Returns page.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

VANGUARD ESG U.S. STOCK ETF (ESGV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 September 2005 - 31 March 2024 (~19 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.34% +66.18%
Mar 2009 - Feb 2010
-46.37%
Mar 2008 - Feb 2009
25.94%
55 out of 212
US Inflation Adjusted +10.66% +62.68%
Mar 2009 - Feb 2010
-46.38%
Mar 2008 - Feb 2009
27.83%
59 out of 212
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.92% +45.43%
Mar 2009 - Feb 2011
-28.39%
Mar 2007 - Feb 2009
19.00%
38 out of 200
US Inflation Adjusted +5.37% +42.39%
Mar 2009 - Feb 2011
-29.83%
Mar 2007 - Feb 2009
24.50%
49 out of 200
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.32% +28.37%
Jan 2019 - Dec 2021
-15.10%
Mar 2006 - Feb 2009
14.36%
27 out of 188
US Inflation Adjusted +6.78% +25.07%
Mar 2009 - Feb 2012
-16.91%
Mar 2006 - Feb 2009
15.43%
29 out of 188
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.01% +24.68%
Mar 2009 - Feb 2013
-4.71%
Oct 2007 - Sep 2011
7.95%
14 out of 176
US Inflation Adjusted +7.92% +21.88%
Mar 2009 - Feb 2013
-6.66%
Oct 2007 - Sep 2011
16.48%
29 out of 176
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.21% +25.38%
Mar 2009 - Feb 2014
-1.90%
Jun 2007 - May 2012
2.44%
4 out of 164
US Inflation Adjusted +7.76% +22.84%
Mar 2009 - Feb 2014
-3.86%
Jun 2007 - May 2012
10.37%
17 out of 164
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.97% +23.10%
Mar 2009 - Feb 2015
+1.33%
Oct 2005 - Sep 2011
0.00%
0 out of 152
US Inflation Adjusted +7.40% +21.04%
Mar 2009 - Feb 2015
-0.85%
Oct 2005 - Sep 2011
0.66%
1 out of 152
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.18% +18.10%
Mar 2009 - Feb 2016
+4.49%
Oct 2005 - Sep 2012
0.00%
0 out of 140
US Inflation Adjusted +8.19% +16.26%
Mar 2009 - Feb 2016
+2.15%
Sep 2005 - Aug 2012
0.00%
0 out of 140
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.56% +18.60%
Mar 2009 - Feb 2017
+5.92%
Oct 2007 - Sep 2015
0.00%
0 out of 128
US Inflation Adjusted +7.68% +16.58%
Mar 2009 - Feb 2017
+4.04%
Mar 2015 - Feb 2023
0.00%
0 out of 128
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.61% +17.06%
Mar 2009 - Feb 2018
+5.64%
Jul 2007 - Jun 2016
0.00%
0 out of 116
US Inflation Adjusted +7.05% +15.00%
Mar 2009 - Feb 2018
+3.89%
Feb 2007 - Jan 2016
0.00%
0 out of 116
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.20% +15.13%
Jan 2012 - Dec 2021
+6.19%
Jun 2007 - May 2017
0.00%
0 out of 104
US Inflation Adjusted +7.44% +13.03%
Mar 2009 - Feb 2019
+4.44%
Jun 2007 - May 2017
0.00%
0 out of 104
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.78% +14.79%
Sep 2010 - Aug 2021
+5.64%
Jan 2008 - Dec 2018
0.00%
0 out of 92
US Inflation Adjusted +8.12% +12.52%
Mar 2009 - Feb 2020
+3.94%
Jan 2008 - Dec 2018
0.00%
0 out of 92
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.53% +16.35%
Mar 2009 - Feb 2021
+5.54%
Jun 2007 - May 2019
0.00%
0 out of 80
US Inflation Adjusted +7.08% +14.29%
Mar 2009 - Feb 2021
+3.70%
Jun 2007 - May 2019
0.00%
0 out of 80
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.14% +15.95%
Mar 2009 - Feb 2022
+5.50%
Apr 2007 - Mar 2020
0.00%
0 out of 68
US Inflation Adjusted +7.51% +13.38%
Mar 2009 - Feb 2022
+3.66%
Apr 2007 - Mar 2020
0.00%
0 out of 68
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.32% +13.81%
Mar 2009 - Feb 2023
+6.18%
Apr 2006 - Mar 2020
0.00%
0 out of 56
US Inflation Adjusted +7.00% +11.01%
Mar 2009 - Feb 2023
+4.25%
Apr 2006 - Mar 2020
0.00%
0 out of 56
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.20% +14.96%
Mar 2009 - Feb 2024
+6.80%
Oct 2007 - Sep 2022
0.00%
0 out of 44
US Inflation Adjusted +7.02% +12.09%
Mar 2009 - Feb 2024
+4.33%
Oct 2007 - Sep 2022
0.00%
0 out of 44
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.19% +10.46%
Nov 2005 - Oct 2021
+7.28%
Jun 2007 - May 2023
0.00%
0 out of 32
US Inflation Adjusted +5.63% +8.22%
Nov 2005 - Oct 2021
+4.74%
Jun 2007 - May 2023
0.00%
0 out of 32
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.29% +8.93%
Apr 2007 - Mar 2024
+7.69%
Oct 2005 - Sep 2022
0.00%
0 out of 20
US Inflation Adjusted +5.70% +6.27%
Apr 2007 - Mar 2024
+5.19%
Oct 2005 - Sep 2022
0.00%
0 out of 20
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.91% +9.30%
Mar 2006 - Feb 2024
+8.40%
Oct 2005 - Sep 2023
0.00%
0 out of 8
US Inflation Adjusted +6.27% +6.63%
Mar 2006 - Feb 2024
+5.81%
Oct 2005 - Sep 2023
0.00%
0 out of 8
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Vanguard ESG U.S. Stock ETF (ESGV) ETF: Historical Returns page.