Vanguard LifeStrategy Income Fund To EUR Portfolio: Rolling Returns

Data Source: from July 1987 to May 2024 (~37 years)
Consolidated Returns as of 31 May 2024

Holding the Vanguard LifeStrategy Income Fund To EUR Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~37 years), the longest period with a negative return lasted 55 months (from April 2019 to October 2023).

This means that every rolling period of 56 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard LifeStrategy Income Fund To EUR Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

VANGUARD LIFESTRATEGY INCOME FUND TO EUR PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been 2.38% (updated at May 31, 2024).

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 LIFESTRATEGY INCOME FUND TO EUR PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 July 1987 - 31 May 2024 (~37 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.57% +24.67%
Sep 1992 - Aug 1993
-15.05%
Jan 2022 - Dec 2022
13.43%
58 out of 432
Euro Inflation Adjusted +3.45% +20.52%
Sep 1992 - Aug 1993
-22.62%
Nov 2021 - Oct 2022
24.07%
104 out of 432
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 +5.58% +15.46%
Feb 1992 - Jan 1994
-7.61%
Nov 2021 - Oct 2023
7.62%
32 out of 420
Euro Inflation Adjusted +3.51% +12.42%
Aug 1995 - Jul 1997
-13.40%
Nov 2021 - Oct 2023
15.95%
67 out of 420
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 +5.40% +16.05%
Feb 1991 - Jan 1994
-3.40%
Nov 2020 - Oct 2023
6.37%
26 out of 408
Euro Inflation Adjusted +3.50% +12.05%
Feb 1991 - Jan 1994
-8.70%
Nov 2020 - Oct 2023
10.05%
41 out of 408
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 +5.00% +12.31%
Feb 1990 - Jan 1994
-1.60%
Nov 2019 - Oct 2023
2.53%
10 out of 396
Euro Inflation Adjusted +3.57% +10.15%
Feb 1995 - Jan 1999
-5.61%
Nov 2019 - Oct 2023
9.09%
36 out of 396
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 +4.99% +11.40%
Aug 1992 - Jul 1997
+0.30%
Jan 2018 - Dec 2022
0.00%
0 out of 384
Euro Inflation Adjusted +3.36% +9.03%
Apr 1995 - Mar 2000
-2.98%
Nov 2017 - Oct 2022
7.55%
29 out of 384
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 +5.22% +11.02%
Jan 1988 - Dec 1993
+0.24%
Nov 2017 - Oct 2023
0.00%
0 out of 372
Euro Inflation Adjusted +3.39% +8.06%
Apr 1992 - Mar 1998
-3.00%
Nov 2017 - Oct 2023
6.72%
25 out of 372
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 +5.04% +11.38%
Oct 1990 - Sep 1997
+0.61%
Nov 2016 - Oct 2023
0.00%
0 out of 360
Euro Inflation Adjusted +3.52% +8.31%
Oct 1990 - Sep 1997
-2.38%
Nov 2016 - Oct 2023
6.94%
25 out of 360
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 +5.18% +10.81%
Feb 1991 - Jan 1999
+1.00%
Mar 2015 - Feb 2023
0.00%
0 out of 348
Euro Inflation Adjusted +3.70% +8.17%
Feb 1991 - Jan 1999
-1.68%
Nov 2015 - Oct 2023
6.03%
21 out of 348
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 +5.14% +10.37%
May 1990 - Apr 1999
+1.37%
Nov 2014 - Oct 2023
0.00%
0 out of 336
Euro Inflation Adjusted +3.64% +7.62%
Jan 1991 - Dec 1999
-1.04%
Nov 2014 - Oct 2023
4.17%
14 out of 336
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 +5.15% +10.08%
Oct 1990 - Sep 2000
+2.02%
Nov 2013 - Oct 2023
0.00%
0 out of 324
Euro Inflation Adjusted +3.68% +7.44%
Oct 1990 - Sep 2000
-0.21%
Nov 2013 - Oct 2023
0.31%
1 out of 324
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 +5.09% +9.62%
Dec 1987 - Nov 1998
+2.17%
Nov 2012 - Oct 2023
0.00%
0 out of 312
Euro Inflation Adjusted +3.44% +6.81%
Nov 1990 - Oct 2001
+0.07%
Nov 2012 - Oct 2023
0.00%
0 out of 312
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 +5.10% +9.30%
Jan 1988 - Dec 1999
+2.73%
Nov 2011 - Oct 2023
0.00%
0 out of 300
Euro Inflation Adjusted +3.39% +6.57%
Dec 1987 - Nov 1999
+0.58%
Nov 2011 - Oct 2023
0.00%
0 out of 300
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 +5.05% +9.06%
Dec 1987 - Nov 2000
+2.79%
Nov 2010 - Oct 2023
0.00%
0 out of 288
Euro Inflation Adjusted +3.35% +6.35%
Dec 1987 - Nov 2000
+0.58%
Nov 2010 - Oct 2023
0.00%
0 out of 288
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 +5.00% +8.69%
Dec 1987 - Nov 2001
+3.34%
Nov 2009 - Oct 2023
0.00%
0 out of 276
Euro Inflation Adjusted +3.33% +6.04%
Dec 1987 - Nov 2001
+1.14%
Nov 2009 - Oct 2023
0.00%
0 out of 276
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 +5.02% +8.20%
Oct 1990 - Sep 2005
+3.42%
Nov 2007 - Oct 2022
0.00%
0 out of 264
Euro Inflation Adjusted +3.20% +5.69%
Oct 1990 - Sep 2005
+1.35%
Nov 2007 - Oct 2022
0.00%
0 out of 264
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 +5.11% +7.99%
Dec 1987 - Nov 2003
+3.19%
Nov 2007 - Oct 2023
0.00%
0 out of 252
Euro Inflation Adjusted +3.22% +5.39%
Dec 1987 - Nov 2003
+1.07%
Nov 2007 - Oct 2023
0.00%
0 out of 252
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 +5.33% +7.85%
Dec 1987 - Nov 2004
+3.20%
Nov 2006 - Oct 2023
0.00%
0 out of 240
Euro Inflation Adjusted +3.40% +5.27%
Dec 1987 - Nov 2004
+1.06%
Nov 2006 - Oct 2023
0.00%
0 out of 240
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 +5.50% +7.78%
Dec 1987 - Nov 2005
+3.25%
Nov 2005 - Oct 2023
0.00%
0 out of 228
Euro Inflation Adjusted +3.44% +5.20%
Dec 1987 - Nov 2005
+1.13%
Oct 2005 - Sep 2023
0.00%
0 out of 228
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 +5.68% +7.53%
Dec 1987 - Nov 2006
+3.35%
Nov 2004 - Oct 2023
0.00%
0 out of 216
Euro Inflation Adjusted +3.61% +4.99%
Dec 1987 - Nov 2006
+1.21%
Nov 2004 - Oct 2023
0.00%
0 out of 216
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.60% +7.30%
Dec 1987 - Nov 2007
+3.45%
Nov 2003 - Oct 2023
0.00%
0 out of 204
Euro Inflation Adjusted +3.63% +4.83%
Oct 1990 - Sep 2010
+1.29%
Nov 2003 - Oct 2023
0.00%
0 out of 204
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Vanguard LifeStrategy Income Fund To EUR Portfolio: ETF allocation and returns page.