Vanguard ESG U.S. Stock ETF (ESGV): Rolling Returns

Data Source: from September 2005 to April 2024 (~19 years)
Consolidated Returns as of 30 April 2024

Holding the Vanguard ESG U.S. Stock ETF (ESGV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~19 years), the longest period with a negative return lasted 65 months (from May 2006 to September 2011).

This means that every rolling period of 66 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard ESG U.S. Stock ETF (ESGV) ETF: Historical Returns page.

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 ESG U.S. STOCK ETF (ESGV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 September 2005 - 30 April 2024 (~19 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.60% +66.18%
Mar 2009 - Feb 2010
-46.37%
Mar 2008 - Feb 2009
25.82%
55 out of 213
US Inflation Adjusted +10.67% +62.68%
Mar 2009 - Feb 2010
-46.38%
Mar 2008 - Feb 2009
27.70%
59 out of 213
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 +8.00% +45.43%
Mar 2009 - Feb 2011
-28.39%
Mar 2007 - Feb 2009
18.91%
38 out of 201
US Inflation Adjusted +5.55% +42.39%
Mar 2009 - Feb 2011
-29.83%
Mar 2007 - Feb 2009
24.38%
49 out of 201
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 +9.32% +28.37%
Jan 2019 - Dec 2021
-15.10%
Mar 2006 - Feb 2009
14.29%
27 out of 189
US Inflation Adjusted +6.78% +25.07%
Mar 2009 - Feb 2012
-16.91%
Mar 2006 - Feb 2009
15.34%
29 out of 189
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 +11.13% +24.68%
Mar 2009 - Feb 2013
-4.71%
Oct 2007 - Sep 2011
7.91%
14 out of 177
US Inflation Adjusted +7.97% +21.88%
Mar 2009 - Feb 2013
-6.66%
Oct 2007 - Sep 2011
16.38%
29 out of 177
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 +10.25% +25.38%
Mar 2009 - Feb 2014
-1.90%
Jun 2007 - May 2012
2.42%
4 out of 165
US Inflation Adjusted +8.15% +22.84%
Mar 2009 - Feb 2014
-3.86%
Jun 2007 - May 2012
10.30%
17 out of 165
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 +9.99% +23.10%
Mar 2009 - Feb 2015
+1.33%
Oct 2005 - Sep 2011
0.00%
0 out of 153
US Inflation Adjusted +7.40% +21.04%
Mar 2009 - Feb 2015
-0.85%
Oct 2005 - Sep 2011
0.65%
1 out of 153
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 +10.22% +18.10%
Mar 2009 - Feb 2016
+4.49%
Oct 2005 - Sep 2012
0.00%
0 out of 141
US Inflation Adjusted +8.19% +16.26%
Mar 2009 - Feb 2016
+2.15%
Sep 2005 - Aug 2012
0.00%
0 out of 141
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 +9.60% +18.60%
Mar 2009 - Feb 2017
+5.92%
Oct 2007 - Sep 2015
0.00%
0 out of 129
US Inflation Adjusted +7.68% +16.58%
Mar 2009 - Feb 2017
+4.04%
Mar 2015 - Feb 2023
0.00%
0 out of 129
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 +9.61% +17.06%
Mar 2009 - Feb 2018
+5.64%
Jul 2007 - Jun 2016
0.00%
0 out of 117
US Inflation Adjusted +7.05% +15.00%
Mar 2009 - Feb 2018
+3.89%
Feb 2007 - Jan 2016
0.00%
0 out of 117
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 +10.20% +15.13%
Jan 2012 - Dec 2021
+6.19%
Jun 2007 - May 2017
0.00%
0 out of 105
US Inflation Adjusted +7.44% +13.03%
Mar 2009 - Feb 2019
+4.44%
Jun 2007 - May 2017
0.00%
0 out of 105
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 +10.82% +14.79%
Sep 2010 - Aug 2021
+5.64%
Jan 2008 - Dec 2018
0.00%
0 out of 93
US Inflation Adjusted +8.12% +12.52%
Mar 2009 - Feb 2020
+3.94%
Jan 2008 - Dec 2018
0.00%
0 out of 93
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 +9.60% +16.35%
Mar 2009 - Feb 2021
+5.54%
Jun 2007 - May 2019
0.00%
0 out of 81
US Inflation Adjusted +7.11% +14.29%
Mar 2009 - Feb 2021
+3.70%
Jun 2007 - May 2019
0.00%
0 out of 81
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 +10.16% +15.95%
Mar 2009 - Feb 2022
+5.50%
Apr 2007 - Mar 2020
0.00%
0 out of 69
US Inflation Adjusted +7.51% +13.38%
Mar 2009 - Feb 2022
+3.66%
Apr 2007 - Mar 2020
0.00%
0 out of 69
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 +9.32% +13.81%
Mar 2009 - Feb 2023
+6.18%
Apr 2006 - Mar 2020
0.00%
0 out of 57
US Inflation Adjusted +7.08% +11.01%
Mar 2009 - Feb 2023
+4.25%
Apr 2006 - Mar 2020
0.00%
0 out of 57
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 +9.24% +14.96%
Mar 2009 - Feb 2024
+6.80%
Oct 2007 - Sep 2022
0.00%
0 out of 45
US Inflation Adjusted +7.21% +12.09%
Mar 2009 - Feb 2024
+4.33%
Oct 2007 - Sep 2022
0.00%
0 out of 45
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 +8.31% +10.46%
Nov 2005 - Oct 2021
+7.28%
Jun 2007 - May 2023
0.00%
0 out of 33
US Inflation Adjusted +5.78% +8.22%
Nov 2005 - Oct 2021
+4.74%
Jun 2007 - May 2023
0.00%
0 out of 33
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 +8.32% +8.93%
Apr 2007 - Mar 2024
+7.69%
Oct 2005 - Sep 2022
0.00%
0 out of 21
US Inflation Adjusted +5.73% +6.27%
Apr 2007 - Mar 2024
+5.19%
Oct 2005 - Sep 2022
0.00%
0 out of 21
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 +8.91% +9.30%
Mar 2006 - Feb 2024
+8.40%
Oct 2005 - Sep 2023
0.00%
0 out of 9
US Inflation Adjusted +6.27% +6.63%
Mar 2006 - Feb 2024
+5.81%
Oct 2005 - Sep 2023
0.00%
0 out of 9
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Vanguard ESG U.S. Stock ETF (ESGV) ETF: Historical Returns page.