Consolidated Returns as of 31 March 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
The annualized return of the last 10 years has been 15.07% (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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.96% |
+157.12%
Jul 1932 - Jun 1933 |
-67.02%
Jul 1931 - Jun 1932 |
25.09%
290 out of 1156 |
US Inflation Adjusted | +8.97% |
+175.34%
Jul 1932 - Jun 1933 |
-63.39%
Jul 1931 - Jun 1932 |
31.49%
364 out of 1156 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.09% |
+59.06%
Jul 1932 - Jun 1934 |
-53.28%
Jun 1930 - May 1932 |
19.49%
223 out of 1144 |
US Inflation Adjusted | +7.82% |
+60.24%
Jul 1932 - Jun 1934 |
-48.11%
Jun 1930 - May 1932 |
28.15%
322 out of 1144 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.23% |
+46.10%
Mar 1933 - Feb 1936 |
-43.00%
Jul 1929 - Jun 1932 |
17.58%
199 out of 1132 |
US Inflation Adjusted | +7.35% |
+42.11%
Mar 1933 - Feb 1936 |
-38.48%
Jul 1929 - Jun 1932 |
25.18%
285 out of 1132 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.23% |
+42.65%
Jul 1932 - Jun 1936 |
-28.75%
Jun 1928 - May 1932 |
15.54%
174 out of 1120 |
US Inflation Adjusted | +7.54% |
+42.13%
Jul 1932 - Jun 1936 |
-24.58%
Jun 1928 - May 1932 |
24.55%
275 out of 1120 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.06% |
+35.70%
Jun 1932 - May 1937 |
-18.23%
Apr 1928 - Mar 1933 |
13.63%
151 out of 1108 |
US Inflation Adjusted | +7.37% |
+34.36%
Jun 1932 - May 1937 |
-14.01%
Jun 1927 - May 1932 |
22.38%
248 out of 1108 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.97% |
+29.77%
Apr 1994 - Mar 2000 |
-11.94%
Apr 1929 - Mar 1935 |
12.14%
133 out of 1096 |
US Inflation Adjusted | +7.14% |
+26.56%
Apr 1994 - Mar 2000 |
-11.63%
Oct 1968 - Sep 1974 |
18.89%
207 out of 1096 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.73% |
+24.72%
Jul 1993 - Jun 2000 |
-6.35%
Apr 1928 - Mar 1935 |
9.13%
99 out of 1084 |
US Inflation Adjusted | +6.42% |
+21.62%
May 1949 - Apr 1956 |
-9.79%
Oct 1967 - Sep 1974 |
17.99%
195 out of 1084 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.03% |
+23.38%
Feb 1991 - Jan 1999 |
-7.15%
Apr 1930 - Mar 1938 |
4.94%
53 out of 1072 |
US Inflation Adjusted | +6.88% |
+20.32%
Feb 1991 - Jan 1999 |
-8.55%
Apr 1972 - Mar 1980 |
17.26%
185 out of 1072 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.34% |
+23.88%
Jan 1991 - Dec 1999 |
-7.22%
Apr 2000 - Mar 2009 |
4.43%
47 out of 1060 |
US Inflation Adjusted | +7.32% |
+20.76%
Jan 1991 - Dec 1999 |
-9.44%
Apr 2000 - Mar 2009 |
15.47%
164 out of 1060 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.24% |
+22.34%
Apr 1990 - Mar 2000 |
-4.67%
Mar 1999 - Feb 2009 |
5.25%
55 out of 1048 |
US Inflation Adjusted | +7.03% |
+19.06%
Sep 1990 - Aug 2000 |
-7.34%
Aug 1972 - Jul 1982 |
16.51%
173 out of 1048 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.15% |
+22.68%
Jan 1989 - Dec 1999 |
-4.12%
Sep 1929 - Aug 1940 |
5.31%
55 out of 1036 |
US Inflation Adjusted | +6.97% |
+19.00%
Jan 1989 - Dec 1999 |
-5.21%
Apr 1969 - Mar 1980 |
18.05%
187 out of 1036 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.16% |
+21.94%
Dec 1987 - Nov 1999 |
-3.47%
Sep 1929 - Aug 1941 |
3.13%
32 out of 1024 |
US Inflation Adjusted | +7.14% |
+18.16%
Dec 1987 - Nov 1999 |
-4.48%
May 1968 - Apr 1980 |
19.92%
204 out of 1024 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.03% |
+20.60%
Jan 1987 - Dec 1999 |
-4.20%
Sep 1929 - Aug 1942 |
1.78%
18 out of 1012 |
US Inflation Adjusted | +6.93% |
+16.76%
Jan 1987 - Dec 1999 |
-4.31%
Jun 1969 - May 1982 |
14.43%
146 out of 1012 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.16% |
+20.65%
Jan 1985 - Dec 1998 |
-1.67%
Sep 1929 - Aug 1943 |
1.80%
18 out of 1000 |
US Inflation Adjusted | +6.98% |
+16.89%
Jan 1985 - Dec 1998 |
-4.02%
Jul 1968 - Jun 1982 |
13.00%
130 out of 1000 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.00% |
+21.18%
Jan 1985 - Dec 1999 |
-0.92%
Sep 1929 - Aug 1944 |
0.91%
9 out of 988 |
US Inflation Adjusted | +6.82% |
+17.44%
Jan 1985 - Dec 1999 |
-3.68%
Aug 1967 - Jul 1982 |
10.12%
100 out of 988 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.08% |
+20.68%
Apr 1984 - Mar 2000 |
+0.42%
Sep 1929 - Aug 1945 |
0.00%
0 out of 976 |
US Inflation Adjusted | +6.69% |
+16.91%
Apr 1984 - Mar 2000 |
-2.62%
Mar 1966 - Feb 1982 |
9.12%
89 out of 976 |
Annualized Rolling Returns - 17 Years (204 months)
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 964 |
US Inflation Adjusted | +6.80% |
+16.99%
Jul 1982 - Jun 1999 |
-2.38%
Aug 1965 - Jul 1982 |
6.95%
67 out of 964 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.28% |
+20.72%
Apr 1982 - Mar 2000 |
+0.66%
Sep 1929 - Aug 1947 |
0.00%
0 out of 952 |
US Inflation Adjusted | +6.55% |
+16.86%
Jul 1982 - Jun 2000 |
-1.93%
Aug 1964 - Jul 1982 |
6.09%
58 out of 952 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.31% |
+19.41%
Apr 1980 - Mar 1999 |
+1.09%
Sep 1929 - Aug 1948 |
0.00%
0 out of 940 |
US Inflation Adjusted | +6.67% |
+15.09%
Sep 1981 - Aug 2000 |
-0.76%
Aug 1963 - Jul 1982 |
3.30%
31 out of 940 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.27% |
+19.69%
Apr 1980 - Mar 2000 |
+1.34%
Sep 1929 - Aug 1949 |
0.00%
0 out of 928 |
US Inflation Adjusted | +6.91% |
+15.24%
Apr 1980 - Mar 2000 |
-0.65%
Apr 1962 - Mar 1982 |
1.40%
13 out of 928 |
To obtain comprehensive information, please consult the Vanguard Growth (VUG) ETF: Historical Returns page.