Consolidated Returns as of 30 June 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 (~98 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
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The annualized return of the last 10 years has been 15.35% (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 | +13.09% |
+157.12%
Jul 1932 - Jun 1933 |
-67.02%
Jul 1931 - Jun 1932 |
25.02%
290 out of 1159 |
US Inflation Adjusted | +9.20% |
+175.34%
Jul 1932 - Jun 1933 |
-63.39%
Jul 1931 - Jun 1932 |
31.41%
364 out of 1159 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.13% |
+59.06%
Jul 1932 - Jun 1934 |
-53.28%
Jun 1930 - May 1932 |
19.44%
223 out of 1147 |
US Inflation Adjusted | +7.82% |
+60.24%
Jul 1932 - Jun 1934 |
-48.11%
Jun 1930 - May 1932 |
28.07%
322 out of 1147 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.20% |
+46.10%
Mar 1933 - Feb 1936 |
-43.00%
Jul 1929 - Jun 1932 |
17.53%
199 out of 1135 |
US Inflation Adjusted | +7.35% |
+42.11%
Mar 1933 - Feb 1936 |
-38.48%
Jul 1929 - Jun 1932 |
25.11%
285 out of 1135 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.26% |
+42.65%
Jul 1932 - Jun 1936 |
-28.75%
Jun 1928 - May 1932 |
15.49%
174 out of 1123 |
US Inflation Adjusted | +7.56% |
+42.13%
Jul 1932 - Jun 1936 |
-24.58%
Jun 1928 - May 1932 |
24.49%
275 out of 1123 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.08% |
+35.70%
Jun 1932 - May 1937 |
-18.23%
Apr 1928 - Mar 1933 |
13.59%
151 out of 1111 |
US Inflation Adjusted | +7.41% |
+34.36%
Jun 1932 - May 1937 |
-14.01%
Jun 1927 - May 1932 |
22.32%
248 out of 1111 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.01% |
+29.77%
Apr 1994 - Mar 2000 |
-11.94%
Apr 1929 - Mar 1935 |
12.10%
133 out of 1099 |
US Inflation Adjusted | +7.15% |
+26.56%
Apr 1994 - Mar 2000 |
-11.63%
Oct 1968 - Sep 1974 |
18.84%
207 out of 1099 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.74% |
+24.72%
Jul 1993 - Jun 2000 |
-6.35%
Apr 1928 - Mar 1935 |
9.11%
99 out of 1087 |
US Inflation Adjusted | +6.45% |
+21.62%
May 1949 - Apr 1956 |
-9.79%
Oct 1967 - Sep 1974 |
17.94%
195 out of 1087 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.04% |
+23.38%
Feb 1991 - Jan 1999 |
-7.15%
Apr 1930 - Mar 1938 |
4.93%
53 out of 1075 |
US Inflation Adjusted | +6.88% |
+20.32%
Feb 1991 - Jan 1999 |
-8.55%
Apr 1972 - Mar 1980 |
17.21%
185 out of 1075 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.35% |
+23.88%
Jan 1991 - Dec 1999 |
-7.22%
Apr 2000 - Mar 2009 |
4.42%
47 out of 1063 |
US Inflation Adjusted | +7.33% |
+20.76%
Jan 1991 - Dec 1999 |
-9.44%
Apr 2000 - Mar 2009 |
15.43%
164 out of 1063 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.27% |
+22.34%
Apr 1990 - Mar 2000 |
-4.67%
Mar 1999 - Feb 2009 |
5.23%
55 out of 1051 |
US Inflation Adjusted | +7.05% |
+19.06%
Sep 1990 - Aug 2000 |
-7.34%
Aug 1972 - Jul 1982 |
16.46%
173 out of 1051 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.18% |
+22.68%
Jan 1989 - Dec 1999 |
-4.12%
Sep 1929 - Aug 1940 |
5.29%
55 out of 1039 |
US Inflation Adjusted | +7.00% |
+19.00%
Jan 1989 - Dec 1999 |
-5.21%
Apr 1969 - Mar 1980 |
18.00%
187 out of 1039 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.18% |
+21.94%
Dec 1987 - Nov 1999 |
-3.47%
Sep 1929 - Aug 1941 |
3.12%
32 out of 1027 |
US Inflation Adjusted | +7.17% |
+18.16%
Dec 1987 - Nov 1999 |
-4.48%
May 1968 - Apr 1980 |
19.86%
204 out of 1027 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.06% |
+20.60%
Jan 1987 - Dec 1999 |
-4.20%
Sep 1929 - Aug 1942 |
1.77%
18 out of 1015 |
US Inflation Adjusted | +6.95% |
+16.76%
Jan 1987 - Dec 1999 |
-4.31%
Jun 1969 - May 1982 |
14.38%
146 out of 1015 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.17% |
+20.65%
Jan 1985 - Dec 1998 |
-1.67%
Sep 1929 - Aug 1943 |
1.79%
18 out of 1003 |
US Inflation Adjusted | +7.00% |
+16.89%
Jan 1985 - Dec 1998 |
-4.02%
Jul 1968 - Jun 1982 |
12.96%
130 out of 1003 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.03% |
+21.18%
Jan 1985 - Dec 1999 |
-0.92%
Sep 1929 - Aug 1944 |
0.91%
9 out of 991 |
US Inflation Adjusted | +6.83% |
+17.44%
Jan 1985 - Dec 1999 |
-3.68%
Aug 1967 - Jul 1982 |
10.09%
100 out of 991 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.10% |
+20.68%
Apr 1984 - Mar 2000 |
+0.42%
Sep 1929 - Aug 1945 |
0.00%
0 out of 979 |
US Inflation Adjusted | +6.72% |
+16.91%
Apr 1984 - Mar 2000 |
-2.62%
Mar 1966 - Feb 1982 |
9.09%
89 out of 979 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.29% |
+20.75%
Jul 1982 - Jun 1999 |
+0.67%
Oct 1929 - Sep 1946 |
0.00%
0 out of 967 |
US Inflation Adjusted | +6.93% |
+16.99%
Jul 1982 - Jun 1999 |
-2.38%
Aug 1965 - Jul 1982 |
6.93%
67 out of 967 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.30% |
+20.72%
Apr 1982 - Mar 2000 |
+0.66%
Sep 1929 - Aug 1947 |
0.00%
0 out of 955 |
US Inflation Adjusted | +6.58% |
+16.86%
Jul 1982 - Jun 2000 |
-1.93%
Aug 1964 - Jul 1982 |
6.07%
58 out of 955 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.32% |
+19.41%
Apr 1980 - Mar 1999 |
+1.09%
Sep 1929 - Aug 1948 |
0.00%
0 out of 943 |
US Inflation Adjusted | +6.68% |
+15.09%
Sep 1981 - Aug 2000 |
-0.76%
Aug 1963 - Jul 1982 |
3.29%
31 out of 943 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.29% |
+19.69%
Apr 1980 - Mar 2000 |
+1.34%
Sep 1929 - Aug 1949 |
0.00%
0 out of 931 |
US Inflation Adjusted | +6.94% |
+15.24%
Apr 1980 - Mar 2000 |
-0.65%
Apr 1962 - Mar 1982 |
1.40%
13 out of 931 |
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To obtain comprehensive information, please consult the Vanguard Growth (VUG) ETF: Historical Returns page.