Consolidated Returns as of 30 June 2024
Holding the Vanguard Dividend Appreciation (VIG) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~53 years), the longest period with a negative return lasted 90 months (from September 2001 to February 2009).
This means that every rolling period of 91 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Dividend Appreciation (VIG) ETF: Historical 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 11.07% (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 | +12.81% |
+66.73%
Jul 1982 - Jun 1983 |
-41.09%
Oct 1973 - Sep 1974 |
21.00%
130 out of 619 |
US Inflation Adjusted | +9.31% |
+62.70%
Jul 1982 - Jun 1983 |
-47.38%
Oct 1973 - Sep 1974 |
28.11%
174 out of 619 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.78% |
+34.98%
Oct 1974 - Sep 1976 |
-23.84%
Oct 1972 - Sep 1974 |
11.20%
68 out of 607 |
US Inflation Adjusted | +7.82% |
+29.18%
Mar 2009 - Feb 2011 |
-30.53%
Oct 1972 - Sep 1974 |
18.78%
114 out of 607 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.99% |
+30.70%
Apr 1995 - Mar 1998 |
-11.44%
Jan 1972 - Dec 1974 |
7.23%
43 out of 595 |
US Inflation Adjusted | +7.88% |
+27.73%
Apr 1995 - Mar 1998 |
-18.06%
Jan 1972 - Dec 1974 |
15.13%
90 out of 595 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.87% |
+27.61%
Jan 1995 - Dec 1998 |
-4.67%
Mar 2005 - Feb 2009 |
2.92%
17 out of 583 |
US Inflation Adjusted | +7.92% |
+24.74%
Jan 1995 - Dec 1998 |
-8.28%
Jan 1972 - Dec 1975 |
12.35%
72 out of 583 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.83% |
+27.25%
Aug 1982 - Jul 1987 |
-2.24%
Mar 2004 - Feb 2009 |
1.23%
7 out of 571 |
US Inflation Adjusted | +8.15% |
+23.38%
Aug 1982 - Jul 1987 |
-8.05%
Feb 1973 - Jan 1978 |
8.23%
47 out of 571 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.01% |
+21.66%
Oct 1981 - Sep 1987 |
+0.53%
Mar 1972 - Feb 1978 |
0.00%
0 out of 559 |
US Inflation Adjusted | +8.12% |
+17.51%
Oct 1981 - Sep 1987 |
-6.37%
Dec 1972 - Nov 1978 |
6.44%
36 out of 559 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.25% |
+21.23%
Aug 1982 - Jul 1989 |
-0.12%
Mar 2002 - Feb 2009 |
0.18%
1 out of 547 |
US Inflation Adjusted | +8.39% |
+17.07%
Aug 1982 - Jul 1989 |
-4.38%
Nov 1972 - Oct 1979 |
5.67%
31 out of 547 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.13% |
+19.76%
Jan 1991 - Dec 1998 |
+1.19%
Mar 2001 - Feb 2009 |
0.00%
0 out of 535 |
US Inflation Adjusted | +8.27% |
+16.76%
Jan 1991 - Dec 1998 |
-4.10%
Apr 1972 - Mar 1980 |
4.67%
25 out of 535 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.11% |
+19.42%
Mar 1978 - Feb 1987 |
+3.65%
Sep 2001 - Aug 2010 |
0.00%
0 out of 523 |
US Inflation Adjusted | +8.22% |
+14.19%
Apr 1989 - Mar 1998 |
-2.91%
Aug 1973 - Jul 1982 |
4.40%
23 out of 523 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.02% |
+18.27%
Sep 1977 - Aug 1987 |
+1.09%
Mar 1999 - Feb 2009 |
0.00%
0 out of 511 |
US Inflation Adjusted | +8.42% |
+14.09%
Jan 1989 - Dec 1998 |
-3.26%
Aug 1972 - Jul 1982 |
3.52%
18 out of 511 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.94% |
+17.73%
Dec 1987 - Nov 1998 |
+1.57%
Mar 1998 - Feb 2009 |
0.00%
0 out of 499 |
US Inflation Adjusted | +8.42% |
+14.02%
Dec 1987 - Nov 1998 |
-0.91%
Mar 1998 - Feb 2009 |
0.60%
3 out of 499 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.91% |
+17.55%
Oct 1974 - Sep 1986 |
+3.57%
Jul 1998 - Jun 2010 |
0.00%
0 out of 487 |
US Inflation Adjusted | +8.50% |
+13.09%
Oct 1985 - Sep 1997 |
-0.05%
Jun 1972 - May 1984 |
0.21%
1 out of 487 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.71% |
+18.92%
Oct 1974 - Sep 1987 |
+4.76%
Jan 1999 - Dec 2011 |
0.00%
0 out of 475 |
US Inflation Adjusted | +8.18% |
+13.63%
Aug 1984 - Jul 1997 |
+1.31%
Jan 1972 - Dec 1984 |
0.00%
0 out of 475 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.60% |
+17.42%
Jul 1984 - Jun 1998 |
+5.19%
Oct 1997 - Sep 2011 |
0.00%
0 out of 463 |
US Inflation Adjusted | +7.98% |
+13.70%
Jul 1984 - Jun 1998 |
+2.66%
Oct 1997 - Sep 2011 |
0.00%
0 out of 463 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.46% |
+18.21%
Aug 1982 - Jul 1997 |
+6.16%
Jul 1998 - Jun 2013 |
0.00%
0 out of 451 |
US Inflation Adjusted | +7.88% |
+14.35%
Aug 1982 - Jul 1997 |
+2.18%
Dec 1972 - Nov 1987 |
0.00%
0 out of 451 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.03% |
+18.13%
Jul 1982 - Jun 1998 |
+6.82%
May 1998 - Apr 2014 |
0.00%
0 out of 439 |
US Inflation Adjusted | +7.68% |
+14.37%
Jul 1982 - Jun 1998 |
+3.12%
Dec 1972 - Nov 1988 |
0.00%
0 out of 439 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.08% |
+16.82%
Mar 1982 - Feb 1999 |
+6.34%
Jan 1999 - Dec 2015 |
0.00%
0 out of 427 |
US Inflation Adjusted | +7.63% |
+13.08%
Mar 1982 - Feb 1999 |
+3.68%
Mar 1972 - Feb 1989 |
0.00%
0 out of 427 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.94% |
+17.19%
Apr 1980 - Mar 1998 |
+6.64%
Jan 1999 - Dec 2016 |
0.00%
0 out of 415 |
US Inflation Adjusted | +7.46% |
+12.70%
Apr 1980 - Mar 1998 |
+3.08%
Nov 1972 - Oct 1990 |
0.00%
0 out of 415 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.90% |
+16.74%
Mar 1979 - Feb 1998 |
+7.09%
Apr 1998 - Mar 2017 |
0.00%
0 out of 403 |
US Inflation Adjusted | +7.55% |
+12.17%
Aug 1982 - Jul 2001 |
+3.79%
Jan 1972 - Dec 1990 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.01% |
+16.91%
Apr 1978 - Mar 1998 |
+6.92%
Jan 1999 - Dec 2018 |
0.00%
0 out of 391 |
US Inflation Adjusted | +7.64% |
+11.70%
Jul 1982 - Jun 2002 |
+4.42%
Sep 1972 - Aug 1992 |
0.00%
0 out of 391 |
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To obtain comprehensive information, please consult the Vanguard Dividend Appreciation (VIG) ETF: Historical Returns page.