Consolidated Returns as of 31 March 2024
Holding the Vanguard Information Technology (VGT) 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 54 months (from January 2005 to June 2009).
This means that every rolling period of 55 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Information Technology (VGT) 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 | +16.48% |
+70.63%
Apr 2020 - Mar 2021 |
-43.34%
Dec 2007 - Nov 2008 |
15.91%
35 out of 220 |
US Inflation Adjusted | +13.49% |
+66.27%
Apr 2020 - Mar 2021 |
-43.95%
Dec 2007 - Nov 2008 |
19.09%
42 out of 220 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.95% |
+47.30%
Jan 2019 - Dec 2020 |
-21.71%
Mar 2007 - Feb 2009 |
10.58%
22 out of 208 |
US Inflation Adjusted | +12.14% |
+44.68%
Jan 2019 - Dec 2020 |
-23.28%
Mar 2007 - Feb 2009 |
17.79%
37 out of 208 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.58% |
+41.46%
Jan 2019 - Dec 2021 |
-13.64%
Mar 2006 - Feb 2009 |
9.69%
19 out of 196 |
US Inflation Adjusted | +13.32% |
+36.58%
Jan 2019 - Dec 2021 |
-15.48%
Mar 2006 - Feb 2009 |
12.76%
25 out of 196 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.89% |
+32.12%
Jan 2017 - Dec 2020 |
-7.83%
Mar 2005 - Feb 2009 |
4.35%
8 out of 184 |
US Inflation Adjusted | +14.18% |
+29.61%
Jan 2017 - Dec 2020 |
-10.11%
Mar 2005 - Feb 2009 |
10.87%
20 out of 184 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.97% |
+31.79%
Jan 2017 - Dec 2021 |
+1.52%
Sep 2005 - Aug 2010 |
0.00%
0 out of 172 |
US Inflation Adjusted | +14.53% |
+28.43%
Jul 2016 - Jun 2021 |
-0.60%
Sep 2005 - Aug 2010 |
1.16%
2 out of 172 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.29% |
+28.60%
Jan 2016 - Dec 2021 |
+3.64%
Oct 2005 - Sep 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +15.47% |
+25.60%
Sep 2015 - Aug 2021 |
+1.40%
Oct 2005 - Sep 2011 |
0.00%
0 out of 160 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.32% |
+24.93%
Jan 2015 - Dec 2021 |
+4.39%
Jan 2005 - Dec 2011 |
0.00%
0 out of 148 |
US Inflation Adjusted | +15.07% |
+22.59%
Sep 2013 - Aug 2020 |
+1.89%
Jan 2005 - Dec 2011 |
0.00%
0 out of 148 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.28% |
+25.25%
Sep 2013 - Aug 2021 |
+5.54%
Jan 2005 - Dec 2012 |
0.00%
0 out of 136 |
US Inflation Adjusted | +14.91% |
+22.84%
Sep 2013 - Aug 2021 |
+3.10%
Jan 2005 - Dec 2012 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.64% |
+24.79%
Jan 2013 - Dec 2021 |
+8.10%
Jan 2005 - Dec 2013 |
0.00%
0 out of 124 |
US Inflation Adjusted | +14.96% |
+22.13%
Jan 2013 - Dec 2021 |
+5.70%
Jan 2005 - Dec 2013 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.83% |
+23.66%
Jan 2012 - Dec 2021 |
+8.18%
Feb 2006 - Jan 2016 |
0.00%
0 out of 112 |
US Inflation Adjusted | +15.46% |
+21.07%
Jan 2012 - Dec 2021 |
+6.29%
Feb 2006 - Jan 2016 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.48% |
+23.04%
Sep 2010 - Aug 2021 |
+8.54%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +14.60% |
+20.55%
Sep 2010 - Aug 2021 |
+6.49%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.13% |
+23.67%
Mar 2009 - Feb 2021 |
+9.10%
Jan 2005 - Dec 2016 |
0.00%
0 out of 88 |
US Inflation Adjusted | +13.39% |
+21.48%
Mar 2009 - Feb 2021 |
+6.98%
Jan 2005 - Dec 2016 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.80% |
+23.38%
Jan 2009 - Dec 2021 |
+10.99%
Jan 2006 - Dec 2018 |
0.00%
0 out of 76 |
US Inflation Adjusted | +13.54% |
+20.83%
Dec 2008 - Nov 2021 |
+8.86%
Jan 2005 - Dec 2017 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.74% |
+20.00%
Mar 2009 - Feb 2023 |
+10.40%
Jan 2005 - Dec 2018 |
0.00%
0 out of 64 |
US Inflation Adjusted | +13.64% |
+17.04%
Mar 2009 - Feb 2023 |
+8.24%
Jan 2005 - Dec 2018 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.07% |
+21.70%
Mar 2009 - Feb 2024 |
+12.15%
Apr 2005 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +12.81% |
+18.65%
Mar 2009 - Feb 2024 |
+9.95%
Oct 2007 - Sep 2022 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.84% |
+16.85%
Apr 2008 - Mar 2024 |
+13.02%
Jan 2007 - Dec 2022 |
0.00%
0 out of 40 |
US Inflation Adjusted | +12.27% |
+14.10%
Apr 2008 - Mar 2024 |
+10.33%
Jan 2007 - Dec 2022 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.41% |
+15.76%
Aug 2006 - Jul 2023 |
+12.69%
Oct 2005 - Sep 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | +11.65% |
+13.02%
Aug 2006 - Jul 2023 |
+10.07%
Oct 2005 - Sep 2022 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.17% |
+14.93%
Mar 2006 - Feb 2024 |
+12.20%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
US Inflation Adjusted | +11.37% |
+12.13%
Mar 2006 - Feb 2024 |
+9.47%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.53% |
+15.00%
Apr 2005 - Mar 2024 |
+14.04%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +11.67% |
+12.13%
Apr 2005 - Mar 2024 |
+11.21%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Vanguard Information Technology (VGT) ETF: Historical Returns page.