Vanguard Growth (VUG): Rolling Returns

Data Source: from January 1927 to January 2024 (~97 years)
Consolidated Returns as of 31 January 2024

Holding the Vanguard Growth (VUG) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~97 years), the longest period with a negative return lasted 187 months (from September 1929 to March 1945).

This means that every rolling period of 188 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard Growth (VUG) 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 GROWTH (VUG) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 14.57% (updated at Jan 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 GROWTH (VUG) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1927 - 31 January 2024 (~97 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.01 03/2008
02/2009
0.59$ -8.38 0.91$ 16.10 1.16$ 31.23 1.31$ 65.24 04/2020
03/2021
1.65$ 35.89 18.34%
2Y -28.16 10/2000
09/2002
0.51$ -5.61 0.89$ 12.51 1.26$ 29.31 1.67$ 41.49 04/1997
03/1999
2.00$ 5.21 22.26%
3Y -21.03 04/2000
03/2003
0.49$ -2.40 0.92$ 11.99 1.40$ 25.23 1.96$ 35.87 04/1997
03/2000
2.50$ 8.86 19.69%
4Y -11.74 09/2000
08/2004
0.60$ -0.82 0.96$ 12.38 1.59$ 21.89 2.20$ 36.08 02/1995
01/1999
3.42$ 14.79 18.21%
5Y -8.36 04/2000
03/2005
0.64$ -1.09 0.94$ 11.24 1.70$ 19.45 2.43$ 33.65 01/1995
12/1999
4.26$ 17.57 15.95%
6Y -5.58 09/2000
08/2006
0.70$ 1.28 1.07$ 9.86 1.75$ 16.66 2.52$ 29.77 04/1994
03/2000
4.77$ 14.22 10.38%
7Y -4.05 03/2002
02/2009
0.74$ 1.83 1.13$ 8.13 1.72$ 15.95 2.81$ 19.30 02/1994
01/2001
3.43$ 16.58 10.83%
8Y -5.02 11/2000
10/2008
0.66$ 1.44 1.12$ 8.54 1.92$ 15.43 3.15$ 19.50 09/2013
08/2021
4.15$ 16.64 8.68%
9Y -7.22 04/2000
03/2009
0.50$ 2.87 1.29$ 8.59 2.09$ 14.61 3.41$ 19.56 01/2013
12/2021
4.99$ 14.48 8.30%
10Y -4.67 03/1999
02/2009
0.62$ 3.03 1.34$ 8.71 2.30$ 14.84 3.99$ 19.31 10/2011
09/2021
5.84$ 14.57 10.37%
11Y -1.88 07/1999
06/2010
0.81$ 0.25 1.02$ 8.81 2.53$ 14.86 4.58$ 19.42 09/2010
08/2021
7.04$ 15.31 12.23%
12Y -0.81 01/2000
12/2011
0.90$ 1.79 1.23$ 9.28 2.89$ 13.58 4.60$ 19.47 03/2009
02/2021
8.45$ 15.28 1.84%
13Y 0.46 01/2000
12/2012
1.06$ 2.89 1.44$ 8.97 3.05$ 13.38 5.11$ 18.90 01/2009
12/2021
9.48$ 14.56 0.00%
14Y 2.13 02/1999
01/2013
1.34$ 3.54 1.62$ 8.76 3.24$ 12.49 5.19$ 15.85 03/2009
02/2023
7.84$ 15.29 0.00%
15Y 2.90 09/2000
08/2015
1.53$ 4.19 1.85$ 7.43 2.92$ 11.50 5.11$ 16.59 02/2009
01/2024
10.00$ 16.59 0.00%
16Y 2.94 04/2000
03/2016
1.59$ 5.06 2.20$ 7.96 3.40$ 11.34 5.57$ 13.25 11/2005
10/2021
7.32$ 12.31 0.00%
17Y 3.35 01/2000
12/2016
1.75$ 5.23 2.37$ 7.82 3.59$ 11.31 6.18$ 13.03 09/2004
08/2021
8.02$ 11.61 0.00%
18Y 4.41 04/2000
03/2018
2.17$ 5.29 2.52$ 8.37 4.24$ 11.25 6.81$ 12.56 09/2003
08/2021
8.41$ 11.50 0.00%
19Y 4.15 01/2000
12/2018
2.16$ 5.85 2.94$ 8.76 4.92$ 10.87 7.10$ 13.03 01/2003
12/2021
10.24$ 11.46 0.00%
20Y 4.60 04/2000
03/2020
2.45$ 6.11 3.27$ 8.48 5.09$ 10.49 7.34$ 11.18 11/2001
10/2021
8.33$ 10.94 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.09 04/2000
03/2001
0.59$ -12.27 0.87$ 14.07 1.14$ 28.60 1.28$ 61.02 04/2020
03/2021
1.61$ 31.80 23.50%
2Y -29.61 10/2000
09/2002
0.49$ -8.69 0.83$ 9.88 1.20$ 26.67 1.60$ 39.33 04/1997
03/1999
1.94$ 0.47 24.63%
3Y -22.92 04/2000
03/2003
0.45$ -4.41 0.87$ 10.10 1.33$ 21.91 1.81$ 33.01 01/1997
12/1999
2.35$ 3.02 23.08%
4Y -13.84 02/1999
01/2003
0.55$ -3.07 0.88$ 9.59 1.44$ 19.35 2.02$ 33.05 02/1995
01/1999
3.13$ 9.76 24.92%
5Y -10.56 04/2000
03/2005
0.57$ -3.65 0.83$ 8.68 1.51$ 16.95 2.18$ 30.55 01/1995
12/1999
3.79$ 12.88 23.59%
6Y -8.15 09/2000
08/2006
0.60$ -1.23 0.92$ 7.92 1.57$ 14.58 2.26$ 26.56 04/1994
03/2000
4.10$ 10.13 20.07%
7Y -6.46 03/2002
02/2009
0.62$ -0.86 0.94$ 5.78 1.48$ 13.62 2.44$ 16.43 09/2013
08/2020
2.89$ 12.65 17.69%
8Y -7.61 11/2000
10/2008
0.53$ -1.09 0.91$ 6.52 1.65$ 13.42 2.73$ 17.19 09/2013
08/2021
3.55$ 12.84 18.11%
9Y -9.44 04/2000
03/2009
0.40$ 0.15 1.01$ 6.32 1.73$ 12.56 2.89$ 17.21 11/2012
10/2021
4.17$ 11.01 13.44%
10Y -7.07 03/1999
02/2009
0.48$ 0.47 1.04$ 6.62 1.89$ 12.61 3.28$ 17.07 10/2011
09/2021
4.83$ 11.46 13.28%
11Y -4.26 03/1998
02/2009
0.61$ -2.21 0.78$ 6.54 2.00$ 12.14 3.52$ 17.00 09/2010
08/2021
5.62$ 12.31 17.47%
12Y -3.24 01/2000
12/2011
0.67$ -0.64 0.92$ 6.94 2.23$ 11.28 3.60$ 17.35 03/2009
02/2021
6.81$ 12.37 19.82%
13Y -1.95 01/2000
12/2012
0.77$ 0.42 1.05$ 6.67 2.31$ 10.83 3.80$ 16.44 12/2008
11/2021
7.23$ 11.63 11.71%
14Y -0.33 02/1999
01/2013
0.95$ 1.10 1.16$ 6.39 2.38$ 10.46 4.02$ 13.00 03/2009
02/2023
5.53$ 12.41 3.11%
15Y 0.73 09/2000
08/2015
1.11$ 1.72 1.29$ 5.03 2.08$ 9.52 3.91$ 13.68 02/2009
01/2024
6.84$ 13.68 0.00%
16Y 0.84 04/2000
03/2016
1.14$ 2.65 1.51$ 5.53 2.36$ 8.76 3.83$ 10.95 11/2005
10/2021
5.27$ 9.69 0.00%
17Y 1.17 01/2000
12/2016
1.21$ 3.08 1.67$ 5.51 2.48$ 8.92 4.27$ 10.62 09/2004
08/2021
5.56$ 8.88 0.00%
18Y 2.23 02/1999
01/2017
1.48$ 3.07 1.72$ 5.91 2.80$ 8.68 4.47$ 10.21 03/2003
02/2021
5.75$ 8.80 0.00%
19Y 1.96 01/2000
12/2018
1.44$ 3.58 1.95$ 6.34 3.21$ 8.11 4.39$ 10.47 01/2003
12/2021
6.63$ 8.68 0.00%
20Y 2.47 04/2000
03/2020
1.62$ 3.88 2.14$ 6.19 3.32$ 7.94 4.60$ 8.75 11/2001
10/2021
5.35$ 8.16 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -67.02 07/1931
06/1932
0.32$ -9.55 0.90$ 12.93 1.12$ 32.69 1.32$ 157.12 07/1932
06/1933
2.57$ 35.89 25.13%
2Y -53.28 06/1930
05/1932
0.21$ -3.24 0.93$ 11.09 1.23$ 25.24 1.56$ 59.06 07/1932
06/1934
2.53$ 5.21 19.53%
3Y -43.00 07/1929
06/1932
0.18$ -1.44 0.95$ 11.26 1.37$ 21.15 1.77$ 46.10 03/1933
02/1936
3.11$ 8.86 17.61%
4Y -28.75 06/1928
05/1932
0.25$ -0.45 0.98$ 11.22 1.52$ 19.24 2.02$ 42.65 07/1932
06/1936
4.14$ 14.79 15.56%
5Y -18.23 04/1928
03/1933
0.36$ 0.86 1.04$ 11.05 1.68$ 18.12 2.29$ 35.70 06/1932
05/1937
4.60$ 17.57 13.65%
6Y -11.94 04/1929
03/1935
0.46$ 1.46 1.09$ 10.95 1.86$ 17.29 2.60$ 29.77 04/1994
03/2000
4.77$ 14.22 12.16%
7Y -6.35 04/1928
03/1935
0.63$ 1.81 1.13$ 10.72 2.03$ 17.35 3.06$ 24.72 07/1993
06/2000
4.69$ 16.58 9.15%
8Y -7.15 04/1930
03/1938
0.55$ 2.24 1.19$ 10.01 2.14$ 17.09 3.53$ 23.38 02/1991
01/1999
5.37$ 16.64 4.95%
9Y -7.22 04/2000
03/2009
0.50$ 3.57 1.37$ 10.32 2.41$ 16.70 4.01$ 23.88 01/1991
12/1999
6.86$ 14.48 4.44%
10Y -4.67 03/1999
02/2009
0.62$ 3.29 1.38$ 10.22 2.64$ 16.00 4.41$ 22.34 04/1990
03/2000
7.51$ 14.57 5.26%
11Y -4.12 09/1929
08/1940
0.62$ 3.31 1.43$ 10.15 2.89$ 16.22 5.22$ 22.68 01/1989
12/1999
9.47$ 15.31 5.32%
12Y -3.47 09/1929
08/1941
0.65$ 3.90 1.58$ 10.12 3.17$ 16.00 5.93$ 21.94 12/1987
11/1999
10.81$ 15.28 3.13%
13Y -4.20 09/1929
08/1942
0.57$ 4.18 1.70$ 10.02 3.45$ 15.73 6.68$ 20.60 01/1987
12/1999
11.41$ 14.56 1.78%
14Y -1.67 09/1929
08/1943
0.79$ 4.56 1.86$ 10.13 3.86$ 15.17 7.22$ 20.65 01/1985
12/1998
13.84$ 15.29 1.80%
15Y -0.92 09/1929
08/1944
0.87$ 5.10 2.10$ 9.99 4.17$ 14.92 8.05$ 21.18 01/1985
12/1999
17.83$ 16.59 0.91%
16Y 0.42 09/1929
08/1945
1.06$ 5.34 2.29$ 10.07 4.64$ 14.62 8.87$ 20.68 04/1984
03/2000
20.24$ 12.31 0.00%
17Y 0.67 10/1929
09/1946
1.11$ 5.69 2.56$ 10.25 5.25$ 14.40 9.83$ 20.75 07/1982
06/1999
24.65$ 11.61 0.00%
18Y 0.66 09/1929
08/1947
1.12$ 5.80 2.75$ 10.27 5.81$ 14.25 10.99$ 20.72 04/1982
03/2000
29.66$ 11.50 0.00%
19Y 1.09 09/1929
08/1948
1.22$ 6.12 3.09$ 10.30 6.44$ 13.79 11.63$ 19.41 04/1980
03/1999
29.07$ 11.46 0.00%
20Y 1.34 09/1929
08/1949
1.30$ 6.46 3.49$ 10.24 7.02$ 13.62 12.85$ 19.69 04/1980
03/2000
36.43$ 10.94 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -63.39 07/1931
06/1932
0.36$ -13.85 0.86$ 8.96 1.08$ 29.66 1.29$ 175.34 07/1932
06/1933
2.75$ 31.80 31.54%
2Y -48.11 06/1930
05/1932
0.26$ -7.60 0.85$ 7.82 1.16$ 22.25 1.49$ 60.24 07/1932
06/1934
2.56$ 0.47 28.20%
3Y -38.48 07/1929
06/1932
0.23$ -4.62 0.86$ 7.40 1.23$ 18.26 1.65$ 42.11 03/1933
02/1936
2.86$ 3.02 25.22%
4Y -24.58 06/1928
05/1932
0.32$ -3.11 0.88$ 7.51 1.33$ 15.92 1.80$ 42.13 07/1932
06/1936
4.08$ 9.76 24.60%
5Y -14.01 06/1927
05/1932
0.47$ -3.12 0.85$ 7.36 1.42$ 15.50 2.05$ 34.36 06/1932
05/1937
4.37$ 12.88 22.42%
6Y -11.63 10/1968
09/1974
0.47$ -1.60 0.90$ 7.08 1.50$ 14.34 2.23$ 26.56 04/1994
03/2000
4.10$ 10.13 18.92%
7Y -9.79 10/1967
09/1974
0.48$ -0.86 0.94$ 6.41 1.54$ 14.42 2.56$ 21.62 05/1949
04/1956
3.93$ 12.65 18.02%
8Y -8.55 04/1972
03/1980
0.48$ -0.75 0.94$ 6.87 1.70$ 14.10 2.87$ 20.32 02/1991
01/1999
4.39$ 12.84 17.29%
9Y -9.44 04/2000
03/2009
0.40$ -0.24 0.97$ 7.32 1.88$ 13.63 3.15$ 20.76 01/1991
12/1999
5.46$ 11.01 15.50%
10Y -7.34 08/1972
07/1982
0.46$ -0.77 0.92$ 7.03 1.97$ 12.80 3.33$ 19.06 09/1990
08/2000
5.72$ 11.46 16.54%
11Y -5.21 04/1969
03/1980
0.55$ -1.29 0.86$ 6.97 2.09$ 12.71 3.73$ 19.00 01/1989
12/1999
6.77$ 12.31 18.09%
12Y -4.48 05/1968
04/1980
0.57$ -0.82 0.90$ 7.14 2.28$ 12.35 4.04$ 18.16 12/1987
11/1999
7.40$ 12.37 19.96%
13Y -4.31 06/1969
05/1982
0.56$ 0.12 1.01$ 6.93 2.38$ 12.04 4.38$ 16.76 01/1987
12/1999
7.49$ 11.63 14.46%
14Y -4.02 07/1968
06/1982
0.56$ 0.34 1.04$ 6.97 2.56$ 11.93 4.84$ 16.89 01/1985
12/1998
8.88$ 12.41 13.03%
15Y -3.68 08/1967
07/1982
0.56$ 1.13 1.18$ 6.82 2.69$ 11.23 4.93$ 17.44 01/1985
12/1999
11.14$ 13.68 10.14%
16Y -2.62 03/1966
02/1982
0.65$ 1.19 1.20$ 6.69 2.81$ 10.97 5.28$ 16.91 04/1984
03/2000
12.18$ 9.69 9.14%
17Y -2.38 08/1965
07/1982
0.66$ 1.57 1.30$ 6.79 3.05$ 10.96 5.85$ 16.99 07/1982
06/1999
14.40$ 8.88 6.96%
18Y -1.93 08/1964
07/1982
0.70$ 1.51 1.31$ 6.54 3.12$ 10.81 6.34$ 16.86 07/1982
06/2000
16.51$ 8.80 6.11%
19Y -0.76 08/1963
07/1982
0.86$ 1.58 1.34$ 6.65 3.40$ 10.24 6.37$ 15.09 09/1981
08/2000
14.44$ 8.68 3.30%
20Y -0.65 04/1962
03/1982
0.87$ 2.04 1.49$ 6.90 3.79$ 10.17 6.93$ 15.24 04/1980
03/2000
17.06$ 8.16 1.40%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.93% +157.12%
Jul 1932 - Jun 1933
-67.02%
Jul 1931 - Jun 1932
25.13%
290 out of 1154
US Inflation Adjusted +8.96% +175.34%
Jul 1932 - Jun 1933
-63.39%
Jul 1931 - Jun 1932
31.54%
364 out of 1154
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 +11.09% +59.06%
Jul 1932 - Jun 1934
-53.28%
Jun 1930 - May 1932
19.53%
223 out of 1142
US Inflation Adjusted +7.82% +60.24%
Jul 1932 - Jun 1934
-48.11%
Jun 1930 - May 1932
28.20%
322 out of 1142
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 +11.26% +46.10%
Mar 1933 - Feb 1936
-43.00%
Jul 1929 - Jun 1932
17.61%
199 out of 1130
US Inflation Adjusted +7.40% +42.11%
Mar 1933 - Feb 1936
-38.48%
Jul 1929 - Jun 1932
25.22%
285 out of 1130
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 +11.22% +42.65%
Jul 1932 - Jun 1936
-28.75%
Jun 1928 - May 1932
15.56%
174 out of 1118
US Inflation Adjusted +7.51% +42.13%
Jul 1932 - Jun 1936
-24.58%
Jun 1928 - May 1932
24.60%
275 out of 1118
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 +11.05% +35.70%
Jun 1932 - May 1937
-18.23%
Apr 1928 - Mar 1933
13.65%
151 out of 1106
US Inflation Adjusted +7.36% +34.36%
Jun 1932 - May 1937
-14.01%
Jun 1927 - May 1932
22.42%
248 out of 1106
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 +10.95% +29.77%
Apr 1994 - Mar 2000
-11.94%
Apr 1929 - Mar 1935
12.16%
133 out of 1094
US Inflation Adjusted +7.08% +26.56%
Apr 1994 - Mar 2000
-11.63%
Oct 1968 - Sep 1974
18.92%
207 out of 1094
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 +10.72% +24.72%
Jul 1993 - Jun 2000
-6.35%
Apr 1928 - Mar 1935
9.15%
99 out of 1082
US Inflation Adjusted +6.41% +21.62%
May 1949 - Apr 1956
-9.79%
Oct 1967 - Sep 1974
18.02%
195 out of 1082
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 +10.01% +23.38%
Feb 1991 - Jan 1999
-7.15%
Apr 1930 - Mar 1938
4.95%
53 out of 1070
US Inflation Adjusted +6.87% +20.32%
Feb 1991 - Jan 1999
-8.55%
Apr 1972 - Mar 1980
17.29%
185 out of 1070
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 +10.32% +23.88%
Jan 1991 - Dec 1999
-7.22%
Apr 2000 - Mar 2009
4.44%
47 out of 1058
US Inflation Adjusted +7.32% +20.76%
Jan 1991 - Dec 1999
-9.44%
Apr 2000 - Mar 2009
15.50%
164 out of 1058
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 +10.22% +22.34%
Apr 1990 - Mar 2000
-4.67%
Mar 1999 - Feb 2009
5.26%
55 out of 1046
US Inflation Adjusted +7.03% +19.06%
Sep 1990 - Aug 2000
-7.34%
Aug 1972 - Jul 1982
16.54%
173 out of 1046
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 +10.15% +22.68%
Jan 1989 - Dec 1999
-4.12%
Sep 1929 - Aug 1940
5.32%
55 out of 1034
US Inflation Adjusted +6.97% +19.00%
Jan 1989 - Dec 1999
-5.21%
Apr 1969 - Mar 1980
18.09%
187 out of 1034
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 +10.12% +21.94%
Dec 1987 - Nov 1999
-3.47%
Sep 1929 - Aug 1941
3.13%
32 out of 1022
US Inflation Adjusted +7.14% +18.16%
Dec 1987 - Nov 1999
-4.48%
May 1968 - Apr 1980
19.96%
204 out of 1022
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 +10.02% +20.60%
Jan 1987 - Dec 1999
-4.20%
Sep 1929 - Aug 1942
1.78%
18 out of 1010
US Inflation Adjusted +6.93% +16.76%
Jan 1987 - Dec 1999
-4.31%
Jun 1969 - May 1982
14.46%
146 out of 1010
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 +10.13% +20.65%
Jan 1985 - Dec 1998
-1.67%
Sep 1929 - Aug 1943
1.80%
18 out of 998
US Inflation Adjusted +6.97% +16.89%
Jan 1985 - Dec 1998
-4.02%
Jul 1968 - Jun 1982
13.03%
130 out of 998
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 +9.99% +21.18%
Jan 1985 - Dec 1999
-0.92%
Sep 1929 - Aug 1944
0.91%
9 out of 986
US Inflation Adjusted +6.82% +17.44%
Jan 1985 - Dec 1999
-3.68%
Aug 1967 - Jul 1982
10.14%
100 out of 986
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 +10.07% +20.68%
Apr 1984 - Mar 2000
+0.42%
Sep 1929 - Aug 1945
0.00%
0 out of 974
US Inflation Adjusted +6.69% +16.91%
Apr 1984 - Mar 2000
-2.62%
Mar 1966 - Feb 1982
9.14%
89 out of 974
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 +10.25% +20.75%
Jul 1982 - Jun 1999
+0.67%
Oct 1929 - Sep 1946
0.00%
0 out of 962
US Inflation Adjusted +6.79% +16.99%
Jul 1982 - Jun 1999
-2.38%
Aug 1965 - Jul 1982
6.96%
67 out of 962
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 +10.27% +20.72%
Apr 1982 - Mar 2000
+0.66%
Sep 1929 - Aug 1947
0.00%
0 out of 950
US Inflation Adjusted +6.54% +16.86%
Jul 1982 - Jun 2000
-1.93%
Aug 1964 - Jul 1982
6.11%
58 out of 950
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution