Consolidated Returns as of 30 June 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
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The annualized return of the last 10 years has been 2.51% (updated at Jun 30, 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.58% |
+24.67%
Sep 1992 - Aug 1993 |
-15.05%
Jan 2022 - Dec 2022 |
13.39%
58 out of 433 |
Euro Inflation Adjusted | +3.47% |
+20.52%
Sep 1992 - Aug 1993 |
-22.62%
Nov 2021 - Oct 2022 |
24.02%
104 out of 433 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.58% |
+15.46%
Feb 1992 - Jan 1994 |
-7.61%
Nov 2021 - Oct 2023 |
7.60%
32 out of 421 |
Euro Inflation Adjusted | +3.51% |
+12.42%
Aug 1995 - Jul 1997 |
-13.40%
Nov 2021 - Oct 2023 |
16.15%
68 out of 421 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.40% |
+16.05%
Feb 1991 - Jan 1994 |
-3.40%
Nov 2020 - Oct 2023 |
6.60%
27 out of 409 |
Euro Inflation Adjusted | +3.50% |
+12.05%
Feb 1991 - Jan 1994 |
-8.70%
Nov 2020 - Oct 2023 |
10.27%
42 out of 409 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+12.31%
Feb 1990 - Jan 1994 |
-1.60%
Nov 2019 - Oct 2023 |
2.52%
10 out of 397 |
Euro Inflation Adjusted | +3.57% |
+10.15%
Feb 1995 - Jan 1999 |
-5.61%
Nov 2019 - Oct 2023 |
9.32%
37 out of 397 |
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Annualized Rolling Returns - 5 Years (60 months)
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 385 |
Euro Inflation Adjusted | +3.36% |
+9.03%
Apr 1995 - Mar 2000 |
-2.98%
Nov 2017 - Oct 2022 |
7.79%
30 out of 385 |
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Annualized Rolling Returns - 6 Years (72 months)
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 373 |
Euro Inflation Adjusted | +3.39% |
+8.06%
Apr 1992 - Mar 1998 |
-3.00%
Nov 2017 - Oct 2023 |
6.97%
26 out of 373 |
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Annualized Rolling Returns - 7 Years (84 months)
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 361 |
Euro Inflation Adjusted | +3.52% |
+8.31%
Oct 1990 - Sep 1997 |
-2.38%
Nov 2016 - Oct 2023 |
7.20%
26 out of 361 |
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Annualized Rolling Returns - 8 Years (96 months)
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 349 |
Euro Inflation Adjusted | +3.70% |
+8.17%
Feb 1991 - Jan 1999 |
-1.68%
Nov 2015 - Oct 2023 |
6.30%
22 out of 349 |
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Annualized Rolling Returns - 9 Years (108 months)
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 337 |
Euro Inflation Adjusted | +3.64% |
+7.62%
Jan 1991 - Dec 1999 |
-1.04%
Nov 2014 - Oct 2023 |
4.45%
15 out of 337 |
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Annualized Rolling Returns - 10 Years (120 months)
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 325 |
Euro Inflation Adjusted | +3.68% |
+7.44%
Oct 1990 - Sep 2000 |
-0.21%
Nov 2013 - Oct 2023 |
0.31%
1 out of 325 |
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Annualized Rolling Returns - 11 Years (132 months)
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 313 |
Euro Inflation Adjusted | +3.44% |
+6.81%
Nov 1990 - Oct 2001 |
+0.07%
Nov 2012 - Oct 2023 |
0.00%
0 out of 313 |
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Annualized Rolling Returns - 12 Years (144 months)
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 301 |
Euro Inflation Adjusted | +3.39% |
+6.57%
Dec 1987 - Nov 1999 |
+0.58%
Nov 2011 - Oct 2023 |
0.00%
0 out of 301 |
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Annualized Rolling Returns - 13 Years (156 months)
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 289 |
Euro Inflation Adjusted | +3.35% |
+6.35%
Dec 1987 - Nov 2000 |
+0.58%
Nov 2010 - Oct 2023 |
0.00%
0 out of 289 |
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Annualized Rolling Returns - 14 Years (168 months)
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 277 |
Euro Inflation Adjusted | +3.33% |
+6.04%
Dec 1987 - Nov 2001 |
+1.14%
Nov 2009 - Oct 2023 |
0.00%
0 out of 277 |
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Annualized Rolling Returns - 15 Years (180 months)
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 265 |
Euro Inflation Adjusted | +3.20% |
+5.69%
Oct 1990 - Sep 2005 |
+1.35%
Nov 2007 - Oct 2022 |
0.00%
0 out of 265 |
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Annualized Rolling Returns - 16 Years (192 months)
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 253 |
Euro Inflation Adjusted | +3.22% |
+5.39%
Dec 1987 - Nov 2003 |
+1.07%
Nov 2007 - Oct 2023 |
0.00%
0 out of 253 |
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Annualized Rolling Returns - 17 Years (204 months)
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 241 |
Euro Inflation Adjusted | +3.40% |
+5.27%
Dec 1987 - Nov 2004 |
+1.06%
Nov 2006 - Oct 2023 |
0.00%
0 out of 241 |
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Annualized Rolling Returns - 18 Years (216 months)
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 229 |
Euro Inflation Adjusted | +3.44% |
+5.20%
Dec 1987 - Nov 2005 |
+1.13%
Oct 2005 - Sep 2023 |
0.00%
0 out of 229 |
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Annualized Rolling Returns - 19 Years (228 months)
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 217 |
Euro Inflation Adjusted | +3.61% |
+4.99%
Dec 1987 - Nov 2006 |
+1.21%
Nov 2004 - Oct 2023 |
0.00%
0 out of 217 |
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Annualized Rolling Returns - 20 Years (240 months)
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 205 |
Euro Inflation Adjusted | +3.63% |
+4.83%
Oct 1990 - Sep 2010 |
+1.29%
Nov 2003 - Oct 2023 |
0.00%
0 out of 205 |
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To obtain comprehensive information, please consult the Vanguard LifeStrategy Income Fund To EUR Portfolio: ETF allocation and returns page.