Vanguard Small-Cap (VB): Rolling Returns

Data Source: from January 2005 to March 2024 (~19 years)
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.

VANGUARD SMALL-CAP (VB) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2005 - 31 March 2024 (~19 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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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
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Vanguard Small-Cap (VB) ETF: Historical Returns page.