Consolidated Returns as of 31 March 2024
Holding the Vanguard Mid-Cap Growth (VOT) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~17 years), the longest period with a negative return lasted 57 months (from November 2007 to July 2012).
This means that every rolling period of 58 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Mid-Cap Growth (VOT) 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 | +13.81% |
+70.37%
Apr 2020 - Mar 2021 |
-48.10%
Dec 2007 - Nov 2008 |
23.47%
46 out of 196 |
US Inflation Adjusted | +11.66% |
+66.02%
Apr 2020 - Mar 2021 |
-48.67%
Dec 2007 - Nov 2008 |
31.12%
61 out of 196 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.39% |
+49.10%
Mar 2009 - Feb 2011 |
-27.18%
Mar 2007 - Feb 2009 |
20.65%
38 out of 184 |
US Inflation Adjusted | +9.35% |
+45.98%
Mar 2009 - Feb 2011 |
-28.64%
Mar 2007 - Feb 2009 |
24.46%
45 out of 184 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.97% |
+31.56%
Mar 2009 - Feb 2012 |
-9.04%
Jul 2007 - Jun 2010 |
7.56%
13 out of 172 |
US Inflation Adjusted | +9.62% |
+28.49%
Mar 2009 - Feb 2012 |
-10.46%
Jul 2007 - Jun 2010 |
12.79%
22 out of 172 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.72% |
+25.85%
Mar 2009 - Feb 2013 |
-3.81%
Oct 2007 - Sep 2011 |
3.13%
5 out of 160 |
US Inflation Adjusted | +9.87% |
+23.02%
Mar 2009 - Feb 2013 |
-5.79%
Oct 2007 - Sep 2011 |
3.75%
6 out of 160 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.37% |
+26.28%
Mar 2009 - Feb 2014 |
+0.33%
Nov 2007 - Oct 2012 |
0.00%
0 out of 148 |
US Inflation Adjusted | +9.57% |
+23.73%
Mar 2009 - Feb 2014 |
-1.69%
Nov 2007 - Oct 2012 |
6.08%
9 out of 148 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.56% |
+24.18%
Mar 2009 - Feb 2015 |
+4.14%
Jul 2007 - Jun 2013 |
0.00%
0 out of 136 |
US Inflation Adjusted | +9.73% |
+22.10%
Mar 2009 - Feb 2015 |
+1.95%
Jan 2007 - Dec 2012 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.85% |
+18.40%
Dec 2008 - Nov 2015 |
+6.17%
Jun 2007 - May 2014 |
0.00%
0 out of 124 |
US Inflation Adjusted | +10.12% |
+16.55%
Dec 2008 - Nov 2015 |
+4.13%
Jun 2007 - May 2014 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.84% |
+18.69%
Mar 2009 - Feb 2017 |
+5.88%
Oct 2007 - Sep 2015 |
0.00%
0 out of 112 |
US Inflation Adjusted | +9.51% |
+16.67%
Mar 2009 - Feb 2017 |
+4.17%
Oct 2007 - Sep 2015 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.34% |
+18.38%
Mar 2009 - Feb 2018 |
+5.58%
Nov 2007 - Oct 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +9.49% |
+16.30%
Mar 2009 - Feb 2018 |
+3.90%
Nov 2007 - Oct 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.90% |
+17.34%
Mar 2009 - Feb 2019 |
+6.99%
Jun 2007 - May 2017 |
0.00%
0 out of 88 |
US Inflation Adjusted | +9.41% |
+15.31%
Mar 2009 - Feb 2019 |
+5.23%
Jun 2007 - May 2017 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.63% |
+16.89%
Sep 2010 - Aug 2021 |
+6.47%
Jan 2008 - Dec 2018 |
0.00%
0 out of 76 |
US Inflation Adjusted | +8.74% |
+14.53%
Sep 2010 - Aug 2021 |
+4.76%
Jan 2008 - Dec 2018 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.06% |
+18.70%
Mar 2009 - Feb 2021 |
+7.32%
Jan 2007 - Dec 2018 |
0.00%
0 out of 64 |
US Inflation Adjusted | +8.62% |
+16.60%
Mar 2009 - Feb 2021 |
+5.39%
Jan 2007 - Dec 2018 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.40% |
+17.70%
Dec 2008 - Nov 2021 |
+6.91%
Apr 2007 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +8.97% |
+15.29%
Dec 2008 - Nov 2021 |
+5.04%
Apr 2007 - Mar 2020 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.02% |
+14.91%
Mar 2009 - Feb 2023 |
+8.61%
Jul 2008 - Jun 2022 |
0.00%
0 out of 40 |
US Inflation Adjusted | +8.82% |
+12.08%
Mar 2009 - Feb 2023 |
+6.27%
Jul 2008 - Jun 2022 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.23% |
+15.26%
Mar 2009 - Feb 2024 |
+7.39%
Oct 2007 - Sep 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | +6.82% |
+12.38%
Mar 2009 - Feb 2024 |
+4.91%
Oct 2007 - Sep 2022 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.47% |
+10.11%
Apr 2008 - Mar 2024 |
+7.25%
Nov 2007 - Oct 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +5.87% |
+7.53%
Apr 2008 - Mar 2024 |
+4.70%
Nov 2007 - Oct 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.15% |
+9.32%
Apr 2007 - Mar 2024 |
+8.82%
Feb 2007 - Jan 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | +6.50% |
+6.66%
Apr 2007 - Mar 2024 |
+6.16%
Feb 2007 - Jan 2024 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Vanguard Mid-Cap Growth (VOT) ETF: Historical Returns page.