Consolidated Returns as of 31 March 2024
Holding the Vanguard FTSE All-World ex-US Small-Cap ETF (VSS) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~15 years), the longest period with a negative return lasted 108 months (from April 2011 to March 2020).
This means that every rolling period of 109 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard FTSE All-World ex-US Small-Cap ETF (VSS) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.93% |
+67.31%
Apr 2020 - Mar 2021 |
-28.85%
Oct 2021 - Sep 2022 |
38.69%
65 out of 168 |
US Inflation Adjusted | +4.96% |
+63.04%
Apr 2020 - Mar 2021 |
-34.24%
Oct 2021 - Sep 2022 |
41.67%
70 out of 168 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.01% |
+40.40%
May 2009 - Apr 2011 |
-16.54%
Apr 2018 - Mar 2020 |
35.26%
55 out of 156 |
US Inflation Adjusted | +1.87% |
+36.79%
May 2009 - Apr 2011 |
-17.94%
Apr 2018 - Mar 2020 |
42.95%
67 out of 156 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.90% |
+18.54%
May 2009 - Apr 2012 |
-5.91%
Apr 2017 - Mar 2020 |
9.03%
13 out of 144 |
US Inflation Adjusted | +3.56% |
+15.63%
May 2009 - Apr 2012 |
-7.67%
Apr 2017 - Mar 2020 |
21.53%
31 out of 144 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.19% |
+17.30%
May 2009 - Apr 2013 |
-2.13%
Oct 2018 - Sep 2022 |
2.27%
3 out of 132 |
US Inflation Adjusted | +3.37% |
+14.80%
May 2009 - Apr 2013 |
-6.00%
Oct 2018 - Sep 2022 |
16.67%
22 out of 132 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.64% |
+16.80%
May 2009 - Apr 2014 |
-1.86%
Apr 2015 - Mar 2020 |
5.00%
6 out of 120 |
US Inflation Adjusted | +3.66% |
+14.35%
May 2009 - Apr 2014 |
-5.23%
Oct 2017 - Sep 2022 |
25.00%
30 out of 120 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.62% |
+13.74%
May 2009 - Apr 2015 |
-2.34%
Apr 2014 - Mar 2020 |
1.85%
2 out of 108 |
US Inflation Adjusted | +2.83% |
+11.77%
May 2009 - Apr 2015 |
-3.78%
Apr 2014 - Mar 2020 |
17.59%
19 out of 108 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.55% |
+10.71%
May 2009 - Apr 2016 |
+0.15%
Apr 2013 - Mar 2020 |
0.00%
0 out of 96 |
US Inflation Adjusted | +3.61% |
+8.89%
May 2009 - Apr 2016 |
-1.35%
Apr 2013 - Mar 2020 |
6.25%
6 out of 96 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.67% |
+10.99%
May 2009 - Apr 2017 |
+1.26%
Apr 2012 - Mar 2020 |
0.00%
0 out of 84 |
US Inflation Adjusted | +3.39% |
+9.09%
May 2009 - Apr 2017 |
-1.30%
Oct 2014 - Sep 2022 |
7.14%
6 out of 84 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.96% |
+11.62%
May 2009 - Apr 2018 |
-0.04%
Apr 2011 - Mar 2020 |
1.39%
1 out of 72 |
US Inflation Adjusted | +2.85% |
+9.62%
May 2009 - Apr 2018 |
-1.65%
Apr 2011 - Mar 2020 |
11.11%
8 out of 72 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.18% |
+9.43%
May 2009 - Apr 2019 |
+2.04%
Apr 2010 - Mar 2020 |
0.00%
0 out of 60 |
US Inflation Adjusted | +3.25% |
+7.46%
May 2009 - Apr 2019 |
-0.23%
Nov 2013 - Oct 2023 |
1.67%
1 out of 60 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.43% |
+8.60%
Jul 2010 - Jun 2021 |
+2.92%
Jul 2011 - Jun 2022 |
0.00%
0 out of 48 |
US Inflation Adjusted | +2.84% |
+6.47%
Jun 2010 - May 2021 |
+0.41%
Jul 2011 - Jun 2022 |
0.00%
0 out of 48 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.25% |
+10.34%
May 2009 - Apr 2021 |
+2.92%
Nov 2010 - Oct 2022 |
0.00%
0 out of 36 |
US Inflation Adjusted | +2.62% |
+8.28%
May 2009 - Apr 2021 |
+0.32%
Nov 2010 - Oct 2022 |
0.00%
0 out of 36 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.81% |
+8.45%
May 2009 - Apr 2022 |
+3.33%
Nov 2010 - Oct 2023 |
0.00%
0 out of 24 |
US Inflation Adjusted | +2.17% |
+5.93%
May 2009 - Apr 2022 |
+0.67%
Nov 2010 - Oct 2023 |
0.00%
0 out of 24 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.39% |
+7.74%
May 2009 - Apr 2023 |
+4.75%
Nov 2009 - Oct 2023 |
0.00%
0 out of 12 |
US Inflation Adjusted | +2.78% |
+5.06%
May 2009 - Apr 2023 |
+2.15%
Nov 2009 - Oct 2023 |
0.00%
0 out of 12 |
To obtain comprehensive information, please consult the Vanguard FTSE All-World ex-US Small-Cap ETF (VSS) ETF: Historical Returns page.