Consolidated Returns as of 30 April 2024
Holding the Vanguard Healthcare ETF (VHT) 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 61 months (from August 2005 to August 2010).
This means that every rolling period of 62 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Healthcare ETF (VHT) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.90% |
+42.67%
Jan 2013 - Dec 2013 |
-30.36%
Dec 2007 - Nov 2008 |
20.36%
45 out of 221 |
US Inflation Adjusted | +8.04% |
+40.54%
Jan 2013 - Dec 2013 |
-31.12%
Dec 2007 - Nov 2008 |
25.34%
56 out of 221 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.06% |
+34.21%
Dec 2012 - Nov 2014 |
-15.83%
Mar 2007 - Feb 2009 |
13.40%
28 out of 209 |
US Inflation Adjusted | +8.30% |
+32.57%
Dec 2012 - Nov 2014 |
-17.53%
Mar 2007 - Feb 2009 |
20.57%
43 out of 209 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.82% |
+30.68%
Jun 2012 - May 2015 |
-9.46%
Mar 2006 - Feb 2009 |
12.18%
24 out of 197 |
US Inflation Adjusted | +9.36% |
+29.14%
Jun 2012 - May 2015 |
-11.39%
Mar 2006 - Feb 2009 |
18.78%
37 out of 197 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.43% |
+25.85%
Sep 2010 - Aug 2014 |
-4.58%
Mar 2005 - Feb 2009 |
6.49%
12 out of 185 |
US Inflation Adjusted | +9.45% |
+23.63%
Aug 2011 - Jul 2015 |
-6.94%
Mar 2005 - Feb 2009 |
15.14%
28 out of 185 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.97% |
+24.98%
Aug 2010 - Jul 2015 |
-0.08%
Sep 2005 - Aug 2010 |
0.58%
1 out of 173 |
US Inflation Adjusted | +9.77% |
+22.76%
Aug 2010 - Jul 2015 |
-2.16%
Sep 2005 - Aug 2010 |
3.47%
6 out of 173 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.51% |
+24.49%
Mar 2009 - Feb 2015 |
+2.54%
Oct 2005 - Sep 2011 |
0.00%
0 out of 161 |
US Inflation Adjusted | +10.26% |
+22.41%
Mar 2009 - Feb 2015 |
+0.33%
Oct 2005 - Sep 2011 |
0.00%
0 out of 161 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.41% |
+19.76%
Oct 2011 - Sep 2018 |
+4.46%
Jan 2005 - Dec 2011 |
0.00%
0 out of 149 |
US Inflation Adjusted | +11.57% |
+17.95%
Oct 2011 - Sep 2018 |
+1.96%
Jan 2005 - Dec 2011 |
0.00%
0 out of 149 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.04% |
+18.97%
Sep 2010 - Aug 2018 |
+6.18%
Jan 2005 - Dec 2012 |
0.00%
0 out of 137 |
US Inflation Adjusted | +11.47% |
+16.84%
Sep 2010 - Aug 2018 |
+3.72%
Jan 2005 - Dec 2012 |
0.00%
0 out of 137 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.21% |
+18.41%
Mar 2009 - Feb 2018 |
+8.52%
Nov 2014 - Oct 2023 |
0.00%
0 out of 125 |
US Inflation Adjusted | +11.16% |
+16.32%
Mar 2009 - Feb 2018 |
+5.44%
Nov 2014 - Oct 2023 |
0.00%
0 out of 125 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.01% |
+17.71%
Sep 2011 - Aug 2021 |
+9.64%
Mar 2006 - Feb 2016 |
0.00%
0 out of 113 |
US Inflation Adjusted | +11.05% |
+15.62%
Mar 2009 - Feb 2019 |
+7.47%
Nov 2013 - Oct 2023 |
0.00%
0 out of 113 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.07% |
+18.10%
Sep 2010 - Aug 2021 |
+9.71%
Jan 2006 - Dec 2016 |
0.00%
0 out of 101 |
US Inflation Adjusted | +10.78% |
+15.71%
Sep 2010 - Aug 2021 |
+7.71%
Jan 2006 - Dec 2016 |
0.00%
0 out of 101 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.14% |
+17.37%
Mar 2009 - Feb 2021 |
+9.58%
Jan 2005 - Dec 2016 |
0.00%
0 out of 89 |
US Inflation Adjusted | +10.67% |
+15.29%
Mar 2009 - Feb 2021 |
+7.45%
Jan 2005 - Dec 2016 |
0.00%
0 out of 89 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.98% |
+16.74%
Mar 2009 - Feb 2022 |
+10.19%
Apr 2007 - Mar 2020 |
0.00%
0 out of 77 |
US Inflation Adjusted | +10.47% |
+14.16%
Mar 2009 - Feb 2022 |
+8.25%
Jun 2005 - May 2018 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.25% |
+15.33%
Dec 2008 - Nov 2022 |
+9.87%
Apr 2006 - Mar 2020 |
0.00%
0 out of 65 |
US Inflation Adjusted | +10.09% |
+12.59%
Dec 2008 - Nov 2022 |
+7.87%
Apr 2006 - Mar 2020 |
0.00%
0 out of 65 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.76% |
+15.25%
Mar 2009 - Feb 2024 |
+9.98%
Apr 2005 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +9.41% |
+12.36%
Mar 2009 - Feb 2024 |
+7.87%
Apr 2005 - Mar 2020 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.49% |
+12.34%
Apr 2008 - Mar 2024 |
+10.07%
Nov 2007 - Oct 2023 |
0.00%
0 out of 41 |
US Inflation Adjusted | +8.97% |
+9.96%
Nov 2005 - Oct 2021 |
+7.45%
Nov 2007 - Oct 2023 |
0.00%
0 out of 41 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.95% |
+11.92%
Jan 2005 - Dec 2021 |
+10.11%
Nov 2006 - Oct 2023 |
0.00%
0 out of 29 |
US Inflation Adjusted | +8.31% |
+9.43%
Jan 2005 - Dec 2021 |
+7.42%
Nov 2006 - Oct 2023 |
0.00%
0 out of 29 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.56% |
+11.02%
Feb 2005 - Jan 2023 |
+10.15%
Nov 2005 - Oct 2023 |
0.00%
0 out of 17 |
US Inflation Adjusted | +7.84% |
+8.28%
Feb 2005 - Jan 2023 |
+7.52%
Nov 2005 - Oct 2023 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.74% |
+10.90%
Apr 2005 - Mar 2024 |
+10.39%
May 2005 - Apr 2024 |
0.00%
0 out of 5 |
US Inflation Adjusted | +7.97% |
+8.13%
Apr 2005 - Mar 2024 |
+7.65%
May 2005 - Apr 2024 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the Vanguard Healthcare ETF (VHT) ETF: Historical Returns page.