Last Update: 31 Aug 2021
In the last 10 years, the Vanguard Total World Stock (VT) ETF obtained a 11.52% compound annual return, with a 13.97% standard deviation.
In the last 20 years, a 7.17% compound annual return, with a 15.94% standard deviation.
In 2020, the portfolio granted a 1.91% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Total World Stock (VT): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: Global
- Country: Broad Global
The Vanguard Total World Stock (VT) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| All Country World Stocks | 100.0% | |
| All Country World 80/20 | 80.0% | |
| All Country World 60/40 | 60.0% | |
| All Country World 40/60 | 40.0% | |
| All Country World 20/80 | 20.0% |
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 Total World Stock (VT): Dividend Yield page.
ETF Returns, up to December 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.26%
|
0.00%
|
1 - 0 | |
|
3M
|
+4.10%
|
0.00%
|
3 - 0 | |
|
6M
|
+13.26%
|
0.00%
|
6 - 0 | |
|
YTD
|
+16.02%
|
-0.23%
Jan 2021 - Jan 2021
|
7 - 1 | |
|
1Y
|
+30.09%
|
13.01%
|
-4.91%
Sep 2020 - Oct 2020
|
9 - 3 |
|
3Y
|
+14.32%
annualized
|
17.97%
|
-22.15%
Jan 2020 - Mar 2020
|
26 - 10 |
|
5Y
|
+14.43%
annualized
|
14.52%
|
-22.15%
Jan 2020 - Mar 2020
|
46 - 14 |
|
10Y
|
+11.52%
annualized
|
13.97%
|
-22.15%
Jan 2020 - Mar 2020
|
82 - 38 |
|
MAX
01 Jan 1988
|
+6.98%
annualized
|
15.27%
|
-57.05%
Nov 2007 - Feb 2009
|
249 - 155 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
Vanguard Total World Stock (VT) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+7.86% |
+59.32% Mar 2009 - Feb 2010 |
-50.42% Mar 2008 - Feb 2009 |
27.48% |
| 2 Years |
+6.66% |
+39.32% Mar 2009 - Feb 2011 |
-29.43% Mar 2007 - Feb 2009 |
20.21% |
| 3 Years |
+6.33% |
+23.87% Mar 2009 - Feb 2012 |
-19.43% Apr 2000 - Mar 2003 |
22.22% |
| 5 Years |
+6.20% |
+20.02% Mar 2009 - Feb 2014 |
-6.95% Apr 1998 - Mar 2003 |
19.71% |
| 7 Years |
+5.97% |
+15.59% Jan 1993 - Dec 1999 |
-3.24% Mar 2002 - Feb 2009 |
2.80% |
| 10 Years |
+5.61% |
+13.05% Mar 2009 - Feb 2019 |
-3.82% Mar 1999 - Feb 2009 |
8.07% |
| 15 Years |
+5.05% |
+8.84% Feb 2003 - Jan 2018 |
+0.99% Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
+4.89% |
+7.22% Jan 1988 - Dec 2007 |
+1.97% Mar 1989 - Feb 2009 |
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 Total World Stock (VT) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the Vanguard Total World Stock (VT) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.01 56% |
0.43 56% |
0.54 56% |
2.40 79% |
0.39 59% |
-0.19 41% |
1.46 68% |
-1.02 53% |
-0.41 61% |
1.20 64% |
1.29 70% |
1.89 79% |
| Best Year |
8.0 2019 |
9.2 1991 |
8.8 2009 |
12.1 2009 |
10.6 2009 |
6.4 2019 |
11.1 1989 |
6.0 2020 |
10.1 2010 |
11.3 2011 |
12.4 2020 |
8.2 1999 |
| Worst Year |
-10.9 2009 |
-9.5 2009 |
-14.8 2020 |
-4.6 2000 |
-9.9 2010 |
-8.3 2008 |
-8.5 2002 |
-14.2 1998 |
-12.7 2008 |
-19.9 2008 |
-6.8 2008 |
-7.2 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in Vanguard Total World Stock (VT) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+16.02% | -0.2 | 2.7 | 2.9 | 4.1 | 1.6 | 1.2 | 0.6 | 2.3 | ||||
| 2020 |
+16.61% | -1.6 | -7.2 | -14.8 | 10.4 | 5.2 | 3.1 | 5.3 | 6.0 | -2.9 | -2.1 | 12.4 | 4.9 |
| 2019 |
+26.82% | 8.0 | 2.8 | 1.1 | 3.5 | -6.0 | 6.4 | 0.0 | -2.1 | 2.3 | 2.8 | 2.6 | 3.5 |
| 2018 |
-9.76% | 5.5 | -4.4 | -1.3 | 0.4 | 0.6 | -0.6 | 2.9 | 0.9 | 0.1 | -7.8 | 1.7 | -7.2 |
| 2017 |
+24.49% | 3.0 | 2.7 | 1.5 | 1.6 | 2.0 | 0.6 | 2.7 | 0.4 | 2.1 | 2.1 | 1.9 | 1.6 |
| 2016 |
+8.51% | -5.9 | -1.1 | 8.0 | 1.0 | 0.7 | -0.2 | 4.2 | 0.4 | 0.8 | -2.0 | 1.2 | 1.8 |
| 2015 |
-1.86% | -1.6 | 6.0 | -1.2 | 2.6 | 0.3 | -2.2 | 0.5 | -6.6 | -3.7 | 7.3 | -0.1 | -2.2 |
| 2014 |
+3.67% | -4.4 | 5.2 | 0.5 | 0.7 | 2.1 | 2.2 | -1.8 | 2.7 | -3.3 | 0.9 | 1.3 | -2.0 |
| 2013 |
+22.95% | 4.0 | -0.3 | 2.4 | 2.7 | -0.6 | -2.7 | 5.2 | -2.5 | 5.6 | 3.7 | 1.5 | 2.2 |
| 2012 |
+17.12% | 5.5 | 4.8 | 1.2 | -1.2 | -8.9 | 5.1 | 0.7 | 2.5 | 3.1 | -0.6 | 1.5 | 3.1 |
| 2011 |
-7.50% | 1.4 | 2.9 | -0.1 | 4.4 | -2.3 | -1.3 | -2.2 | -7.3 | -10.7 | 11.3 | -1.2 | -1.0 |
| 2010 |
+13.08% | -5.1 | 2.1 | 6.7 | -0.5 | -9.9 | -2.8 | 9.2 | -4.0 | 10.1 | 3.8 | -2.7 | 7.7 |
| 2009 |
+32.65% | -10.9 | -9.5 | 8.8 | 12.1 | 10.6 | -1.7 | 10.1 | 2.7 | 5.2 | -2.5 | 5.3 | 1.6 |
| 2008 |
-43.54% | -8.3 | 0.1 | -1.7 | 5.3 | 1.2 | -8.3 | -2.7 | -2.4 | -12.7 | -19.9 | -6.8 | 3.5 |
| 2007 |
+9.64% | 0.9 | -0.7 | 1.8 | 4.2 | 2.6 | -0.4 | -1.6 | -0.5 | 5.2 | 3.8 | -4.6 | -1.2 |
| 2006 |
+18.78% | 4.9 | -0.3 | 1.9 | 3.2 | -4.3 | -0.2 | 0.6 | 2.4 | 1.0 | 3.7 | 2.7 | 2.2 |
| 2005 |
+8.83% | -2.2 | 3.3 | -2.4 | -2.4 | 1.6 | 0.9 | 3.6 | 0.6 | 2.9 | -2.8 | 3.5 | 2.4 |
| 2004 |
+13.30% | 1.6 | 1.7 | -0.8 | -2.5 | 0.5 | 1.8 | -3.3 | 0.4 | 2.0 | 2.4 | 5.3 | 3.8 |
| 2003 |
+31.62% | -3.0 | -2.0 | -0.7 | 8.6 | 5.5 | 1.7 | 2.1 | 2.2 | 0.5 | 5.9 | 1.4 | 6.2 |
| 2002 |
-20.51% | -2.8 | -0.9 | 4.3 | -3.3 | -0.1 | -6.3 | -8.5 | 0.1 | -11.1 | 7.2 | 5.3 | -4.9 |
| 2001 |
-17.26% | 2.5 | -8.5 | -6.9 | 7.1 | -1.4 | -3.2 | -1.7 | -4.8 | -9.3 | 2.1 | 6.0 | 0.9 |
| 2000 |
-15.08% | -5.5 | 0.2 | 6.5 | -4.6 | -2.7 | 3.3 | -3.0 | 3.0 | -5.6 | -2.1 | -6.3 | 1.6 |
| 1999 |
+25.00% | 1.9 | -2.6 | 4.4 | 4.2 | -3.7 | 4.9 | -0.5 | -0.2 | -1.2 | 4.9 | 3.0 | 8.2 |
| 1998 |
+19.93% | 2.1 | 6.7 | 4.1 | 0.8 | -2.0 | 1.7 | -0.1 | -14.2 | 1.8 | 9.0 | 5.9 | 4.5 |
| 1997 |
+12.93% | 1.5 | 1.2 | -2.2 | 3.0 | 5.8 | 5.0 | 4.4 | -7.2 | 5.2 | -6.1 | 1.4 | 1.2 |
| 1996 |
+10.93% | 2.1 | 0.2 | 1.4 | 2.3 | -0.1 | 0.4 | -3.9 | 1.1 | 3.5 | 0.2 | 5.2 | -1.6 |
| 1995 |
+16.90% | -2.2 | 0.9 | 4.4 | 3.5 | 0.9 | -0.2 | 4.7 | -2.4 | 2.6 | -1.8 | 3.0 | 2.8 |
| 1994 |
+2.85% | 6.5 | -1.6 | -4.7 | 2.5 | 0.4 | -0.7 | 2.0 | 3.4 | -2.5 | 2.4 | -4.5 | 0.2 |
| 1993 |
+22.12% | 0.2 | 2.2 | 5.5 | 4.3 | 2.2 | -0.8 | 1.9 | 4.6 | -1.9 | 2.8 | -5.4 | 5.2 |
| 1992 |
-6.70% | -1.7 | -1.7 | -4.7 | 1.1 | 3.6 | -3.8 | 0.1 | 2.0 | -1.1 | -2.7 | 1.5 | 0.7 |
| 1991 |
+16.92% | 3.5 | 9.2 | -3.0 | 0.6 | 2.2 | -6.3 | 4.6 | -0.4 | 2.3 | 1.5 | -4.5 | 7.2 |
| 1990 |
-18.63% | -4.8 | -4.4 | -6.4 | -1.5 | 10.2 | -0.9 | 0.8 | -9.6 | -10.7 | 9.0 | -1.9 | 1.9 |
| 1989 |
+15.15% | 3.4 | -0.8 | -0.7 | 2.3 | -2.5 | -1.6 | 11.1 | -2.5 | 2.9 | -3.4 | 3.8 | 3.1 |
| 1988 |
+21.20% | 2.3 | 5.6 | 2.9 | 1.1 | -2.1 | -0.3 | 1.7 | -5.7 | 4.1 | 6.4 | 3.2 | 0.7 |
ETF Returns, up to December 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.