Vanguard Dividend Appreciation (VIG): Rolling Returns

Data Source: from January 1972 to March 2024 (~52 years)
Consolidated Returns as of 31 March 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 (~52 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

VANGUARD DIVIDEND APPRECIATION (VIG) ETF
Previous vs Next Returns - 10 Years annualized
Updated to March 2024

The annualized return of the last 10 years has been 11.43% (updated at Mar 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 DIVIDEND APPRECIATION (VIG) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1972 - 31 March 2024 (~52 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.78% +66.73%
Jul 1982 - Jun 1983 		-41.09%
Oct 1973 - Sep 1974 		21.10%
130 out of 616
US Inflation Adjusted +9.28% +62.70%
Jul 1982 - Jun 1983 		-47.38%
Oct 1973 - Sep 1974 		28.25%
174 out of 616
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 +11.78% +34.98%
Oct 1974 - Sep 1976 		-23.84%
Oct 1972 - Sep 1974 		11.26%
68 out of 604
US Inflation Adjusted +7.82% +29.18%
Mar 2009 - Feb 2011 		-30.53%
Oct 1972 - Sep 1974 		18.87%
114 out of 604
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 +12.08% +30.70%
Apr 1995 - Mar 1998 		-11.44%
Jan 1972 - Dec 1974 		7.26%
43 out of 592
US Inflation Adjusted +7.92% +27.73%
Apr 1995 - Mar 1998 		-18.06%
Jan 1972 - Dec 1974 		15.20%
90 out of 592
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 +11.81% +27.61%
Jan 1995 - Dec 1998 		-4.67%
Mar 2005 - Feb 2009 		2.93%
17 out of 580
US Inflation Adjusted +7.90% +24.74%
Jan 1995 - Dec 1998 		-8.28%
Jan 1972 - Dec 1975 		12.41%
72 out of 580
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 +11.83% +27.25%
Aug 1982 - Jul 1987 		-2.24%
Mar 2004 - Feb 2009 		1.23%
7 out of 568
US Inflation Adjusted +8.15% +23.38%
Aug 1982 - Jul 1987 		-8.05%
Feb 1973 - Jan 1978 		8.27%
47 out of 568
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 +11.98% +21.66%
Oct 1981 - Sep 1987 		+0.53%
Mar 1972 - Feb 1978 		0.00%
0 out of 556
US Inflation Adjusted +8.12% +17.51%
Oct 1981 - Sep 1987 		-6.37%
Dec 1972 - Nov 1978 		6.47%
36 out of 556
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 +12.25% +21.23%
Aug 1982 - Jul 1989 		-0.12%
Mar 2002 - Feb 2009 		0.18%
1 out of 544
US Inflation Adjusted +8.39% +17.07%
Aug 1982 - Jul 1989 		-4.38%
Nov 1972 - Oct 1979 		5.70%
31 out of 544
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 +12.10% +19.76%
Jan 1991 - Dec 1998 		+1.19%
Mar 2001 - Feb 2009 		0.00%
0 out of 532
US Inflation Adjusted +8.24% +16.76%
Jan 1991 - Dec 1998 		-4.10%
Apr 1972 - Mar 1980 		4.70%
25 out of 532
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 +12.13% +19.42%
Mar 1978 - Feb 1987 		+3.65%
Sep 2001 - Aug 2010 		0.00%
0 out of 520
US Inflation Adjusted +8.22% +14.19%
Apr 1989 - Mar 1998 		-2.91%
Aug 1973 - Jul 1982 		4.42%
23 out of 520
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 +12.09% +18.27%
Sep 1977 - Aug 1987 		+1.09%
Mar 1999 - Feb 2009 		0.00%
0 out of 508
US Inflation Adjusted +8.43% +14.09%
Jan 1989 - Dec 1998 		-3.26%
Aug 1972 - Jul 1982 		3.54%
18 out of 508
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 +11.94% +17.73%
Dec 1987 - Nov 1998 		+1.57%
Mar 1998 - Feb 2009 		0.00%
0 out of 496
US Inflation Adjusted +8.42% +14.02%
Dec 1987 - Nov 1998 		-0.91%
Mar 1998 - Feb 2009 		0.60%
3 out of 496
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 +11.90% +17.55%
Oct 1974 - Sep 1986 		+3.57%
Jul 1998 - Jun 2010 		0.00%
0 out of 484
US Inflation Adjusted +8.49% +13.09%
Oct 1985 - Sep 1997 		-0.05%
Jun 1972 - May 1984 		0.21%
1 out of 484
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 +11.71% +18.92%
Oct 1974 - Sep 1987 		+4.76%
Jan 1999 - Dec 2011 		0.00%
0 out of 472
US Inflation Adjusted +8.18% +13.63%
Aug 1984 - Jul 1997 		+1.31%
Jan 1972 - Dec 1984 		0.00%
0 out of 472
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 +11.54% +17.42%
Jul 1984 - Jun 1998 		+5.19%
Oct 1997 - Sep 2011 		0.00%
0 out of 460
US Inflation Adjusted +7.95% +13.70%
Jul 1984 - Jun 1998 		+2.66%
Oct 1997 - Sep 2011 		0.00%
0 out of 460
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 +11.43% +18.21%
Aug 1982 - Jul 1997 		+6.16%
Jul 1998 - Jun 2013 		0.00%
0 out of 448
US Inflation Adjusted +7.85% +14.35%
Aug 1982 - Jul 1997 		+2.18%
Dec 1972 - Nov 1987 		0.00%
0 out of 448
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 +11.13% +18.13%
Jul 1982 - Jun 1998 		+6.82%
May 1998 - Apr 2014 		0.00%
0 out of 436
US Inflation Adjusted +7.68% +14.37%
Jul 1982 - Jun 1998 		+3.12%
Dec 1972 - Nov 1988 		0.00%
0 out of 436
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 +11.09% +16.82%
Mar 1982 - Feb 1999 		+6.34%
Jan 1999 - Dec 2015 		0.00%
0 out of 424
US Inflation Adjusted +7.63% +13.08%
Mar 1982 - Feb 1999 		+3.68%
Mar 1972 - Feb 1989 		0.00%
0 out of 424
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 +10.94% +17.19%
Apr 1980 - Mar 1998 		+6.64%
Jan 1999 - Dec 2016 		0.00%
0 out of 412
US Inflation Adjusted +7.47% +12.70%
Apr 1980 - Mar 1998 		+3.08%
Nov 1972 - Oct 1990 		0.00%
0 out of 412
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 +10.91% +16.74%
Mar 1979 - Feb 1998 		+7.09%
Apr 1998 - Mar 2017 		0.00%
0 out of 400
US Inflation Adjusted +7.56% +12.17%
Aug 1982 - Jul 2001 		+3.79%
Jan 1972 - Dec 1990 		0.00%
0 out of 400
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 +11.02% +16.91%
Apr 1978 - Mar 1998 		+6.92%
Jan 1999 - Dec 2018 		0.00%
0 out of 388
US Inflation Adjusted +7.64% +11.70%
Jul 1982 - Jun 2002 		+4.42%
Sep 1972 - Aug 1992 		0.00%
0 out of 388
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 Dividend Appreciation (VIG) ETF: Historical Returns page.