Consolidated Returns as of 31 March 2024
Holding the Vanguard Small-Cap (VB) 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 66 months (from April 2006 to September 2011).
This means that every rolling period of 67 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Small-Cap (VB) 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 | +10.48% |
+87.88%
Apr 2020 - Mar 2021 |
-44.49%
Mar 2008 - Feb 2009 |
27.73%
61 out of 220 |
US Inflation Adjusted | +8.58% |
+83.09%
Apr 2020 - Mar 2021 |
-44.50%
Mar 2008 - Feb 2009 |
32.27%
71 out of 220 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.17% |
+52.95%
Mar 2009 - Feb 2011 |
-29.15%
Mar 2007 - Feb 2009 |
22.12%
46 out of 208 |
US Inflation Adjusted | +6.75% |
+49.74%
Mar 2009 - Feb 2011 |
-30.58%
Mar 2007 - Feb 2009 |
25.96%
54 out of 208 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.60% |
+33.21%
Mar 2009 - Feb 2012 |
-17.97%
Mar 2006 - Feb 2009 |
13.27%
26 out of 196 |
US Inflation Adjusted | +7.62% |
+30.10%
Mar 2009 - Feb 2012 |
-19.72%
Mar 2006 - Feb 2009 |
17.86%
35 out of 196 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.75% |
+28.49%
Mar 2009 - Feb 2013 |
-10.25%
Mar 2005 - Feb 2009 |
9.24%
17 out of 184 |
US Inflation Adjusted | +7.52% |
+25.61%
Mar 2009 - Feb 2013 |
-12.47%
Mar 2005 - Feb 2009 |
15.76%
29 out of 184 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.88% |
+29.11%
Mar 2009 - Feb 2014 |
+0.36%
Apr 2015 - Mar 2020 |
0.00%
0 out of 172 |
US Inflation Adjusted | +6.94% |
+26.50%
Mar 2009 - Feb 2014 |
-1.47%
Sep 2005 - Aug 2010 |
6.98%
12 out of 172 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.44% |
+25.38%
Mar 2009 - Feb 2015 |
+1.92%
Oct 2005 - Sep 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +8.42% |
+23.28%
Mar 2009 - Feb 2015 |
-0.28%
Oct 2005 - Sep 2011 |
0.63%
1 out of 160 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.32% |
+18.92%
Mar 2009 - Feb 2016 |
+4.56%
Jan 2005 - Dec 2011 |
0.00%
0 out of 148 |
US Inflation Adjusted | +8.16% |
+17.08%
Mar 2009 - Feb 2016 |
+2.05%
Jan 2005 - Dec 2011 |
0.00%
0 out of 148 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.69% |
+20.49%
Mar 2009 - Feb 2017 |
+6.18%
Jan 2005 - Dec 2012 |
0.00%
0 out of 136 |
US Inflation Adjusted | +7.52% |
+18.44%
Mar 2009 - Feb 2017 |
+3.54%
Jun 2015 - May 2023 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.84% |
+19.32%
Mar 2009 - Feb 2018 |
+5.89%
Feb 2007 - Jan 2016 |
0.00%
0 out of 124 |
US Inflation Adjusted | +7.54% |
+17.22%
Mar 2009 - Feb 2018 |
+3.57%
Nov 2014 - Oct 2023 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.21% |
+18.10%
Mar 2009 - Feb 2019 |
+6.32%
Feb 2006 - Jan 2016 |
0.00%
0 out of 112 |
US Inflation Adjusted | +7.96% |
+16.06%
Mar 2009 - Feb 2019 |
+4.11%
Nov 2013 - Oct 2023 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.14% |
+16.06%
Mar 2009 - Feb 2020 |
+7.35%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +7.77% |
+13.99%
Mar 2009 - Feb 2020 |
+5.32%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.63% |
+18.16%
Mar 2009 - Feb 2021 |
+6.98%
Apr 2008 - Mar 2020 |
0.00%
0 out of 88 |
US Inflation Adjusted | +7.49% |
+16.07%
Mar 2009 - Feb 2021 |
+5.30%
Apr 2008 - Mar 2020 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.98% |
+16.73%
Mar 2009 - Feb 2022 |
+5.44%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
US Inflation Adjusted | +7.58% |
+14.15%
Mar 2009 - Feb 2022 |
+3.60%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.83% |
+15.07%
Mar 2009 - Feb 2023 |
+5.54%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +7.68% |
+12.24%
Mar 2009 - Feb 2023 |
+3.62%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.27% |
+14.94%
Mar 2009 - Feb 2024 |
+6.77%
Apr 2005 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +6.99% |
+12.06%
Mar 2009 - Feb 2024 |
+4.72%
Apr 2005 - Mar 2020 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.01% |
+11.18%
May 2005 - Apr 2021 |
+7.24%
Nov 2007 - Oct 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +6.46% |
+8.98%
May 2005 - Apr 2021 |
+4.69%
Nov 2007 - Oct 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.56% |
+10.10%
Jan 2005 - Dec 2021 |
+7.57%
Nov 2006 - Oct 2023 |
0.00%
0 out of 28 |
US Inflation Adjusted | +5.97% |
+7.65%
Jan 2005 - Dec 2021 |
+4.94%
Nov 2006 - Oct 2023 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.65% |
+9.15%
Feb 2005 - Jan 2023 |
+8.13%
Nov 2005 - Oct 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +6.00% |
+6.46%
Feb 2005 - Jan 2023 |
+5.55%
Nov 2005 - Oct 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.90% |
+9.48%
Apr 2005 - Mar 2024 |
+8.85%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +6.18% |
+6.75%
Apr 2005 - Mar 2024 |
+6.15%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Vanguard Small-Cap (VB) ETF: Historical Returns page.