Consolidated Returns as of 30 June 2024
Holding the Vanguard Mid-Cap Value (VOE) 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 184 months (from January 1927 to April 1942).
This means that every rolling period of 185 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Mid-Cap Value (VOE) 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 8.07% (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 | +14.47% |
+194.14%
Jul 1932 - Jun 1933 |
-71.09%
Jul 1931 - Jun 1932 |
25.63%
297 out of 1159 |
US Inflation Adjusted | +10.83% |
+214.98%
Jul 1932 - Jun 1933 |
-67.90%
Jul 1931 - Jun 1932 |
31.32%
363 out of 1159 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.46% |
+72.14%
Jul 1932 - Jun 1934 |
-62.24%
Jun 1930 - May 1932 |
15.78%
181 out of 1147 |
US Inflation Adjusted | +9.49% |
+74.27%
Jun 1932 - May 1934 |
-58.06%
Jun 1930 - May 1932 |
22.93%
263 out of 1147 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.65% |
+52.27%
Mar 1933 - Feb 1936 |
-49.32%
Jul 1929 - Jun 1932 |
13.04%
148 out of 1135 |
US Inflation Adjusted | +9.68% |
+49.69%
Jul 1932 - Jun 1935 |
-45.30%
Jul 1929 - Jun 1932 |
18.50%
210 out of 1135 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.16% |
+52.12%
Jul 1932 - Jun 1936 |
-34.79%
Jun 1928 - May 1932 |
10.06%
113 out of 1123 |
US Inflation Adjusted | +10.00% |
+51.57%
Jul 1932 - Jun 1936 |
-30.97%
Jun 1928 - May 1932 |
17.72%
199 out of 1123 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.35% |
+43.82%
Jun 1932 - May 1937 |
-25.49%
Jun 1927 - May 1932 |
8.10%
90 out of 1111 |
US Inflation Adjusted | +9.85% |
+42.39%
Jun 1932 - May 1937 |
-21.84%
Jun 1927 - May 1932 |
12.51%
139 out of 1111 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.04% |
+31.06%
Jun 1940 - May 1946 |
-15.73%
Mar 1927 - Feb 1933 |
6.37%
70 out of 1099 |
US Inflation Adjusted | +9.78% |
+26.53%
Jul 1932 - Jun 1938 |
-11.51%
Apr 1929 - Mar 1935 |
8.64%
95 out of 1099 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.43% |
+25.31%
May 1949 - Apr 1956 |
-9.09%
Apr 1928 - Mar 1935 |
4.42%
48 out of 1087 |
US Inflation Adjusted | +9.73% |
+23.21%
May 1949 - Apr 1956 |
-6.81%
Oct 1967 - Sep 1974 |
6.99%
76 out of 1087 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.88% |
+24.44%
Jan 1975 - Dec 1982 |
-10.01%
Apr 1930 - Mar 1938 |
3.63%
39 out of 1075 |
US Inflation Adjusted | +9.42% |
+20.54%
Mar 1948 - Feb 1956 |
-7.95%
Apr 1930 - Mar 1938 |
4.65%
50 out of 1075 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.25% |
+26.22%
Oct 1974 - Sep 1983 |
-8.61%
Apr 1929 - Mar 1938 |
2.35%
25 out of 1063 |
US Inflation Adjusted | +9.79% |
+18.91%
May 1942 - Apr 1951 |
-6.69%
Apr 1929 - Mar 1938 |
3.29%
35 out of 1063 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.40% |
+23.64%
Apr 1942 - Mar 1952 |
-7.53%
Sep 1929 - Aug 1939 |
3.52%
37 out of 1051 |
US Inflation Adjusted | +9.93% |
+19.72%
Jun 1949 - May 1959 |
-5.41%
Sep 1929 - Aug 1939 |
3.52%
37 out of 1051 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.57% |
+23.67%
Jan 1975 - Dec 1985 |
-6.87%
Sep 1929 - Aug 1940 |
4.33%
45 out of 1039 |
US Inflation Adjusted | +9.86% |
+18.20%
Dec 1948 - Nov 1959 |
-5.06%
Sep 1929 - Aug 1940 |
3.27%
34 out of 1039 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.65% |
+23.84%
Sep 1974 - Aug 1986 |
-5.56%
Sep 1929 - Aug 1941 |
4.09%
42 out of 1027 |
US Inflation Adjusted | +10.15% |
+17.94%
Jun 1949 - May 1961 |
-4.73%
May 1930 - Apr 1942 |
2.82%
29 out of 1027 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.72% |
+24.20%
Oct 1974 - Sep 1987 |
-5.22%
Sep 1929 - Aug 1942 |
3.55%
36 out of 1015 |
US Inflation Adjusted | +9.68% |
+18.95%
Jun 1932 - May 1945 |
-4.87%
Sep 1929 - Aug 1942 |
2.66%
27 out of 1015 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.38% |
+23.67%
May 1942 - Apr 1956 |
-2.57%
May 1928 - Apr 1942 |
2.99%
30 out of 1003 |
US Inflation Adjusted | +9.27% |
+20.33%
Jun 1932 - May 1946 |
-2.15%
May 1928 - Apr 1942 |
2.29%
23 out of 1003 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.99% |
+22.56%
Oct 1974 - Sep 1989 |
-0.58%
May 1927 - Apr 1942 |
0.91%
9 out of 991 |
US Inflation Adjusted | +9.24% |
+17.45%
May 1942 - Apr 1957 |
-0.10%
May 1927 - Apr 1942 |
0.30%
3 out of 991 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.20% |
+20.48%
May 1942 - Apr 1958 |
+1.66%
Jan 1927 - Dec 1942 |
0.00%
0 out of 979 |
US Inflation Adjusted | +8.98% |
+16.36%
Jun 1949 - May 1965 |
+1.95%
Jan 1927 - Dec 1942 |
0.00%
0 out of 979 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.27% |
+21.71%
May 1942 - Apr 1959 |
+3.03%
Oct 1929 - Sep 1946 |
0.00%
0 out of 967 |
US Inflation Adjusted | +8.97% |
+17.58%
May 1942 - Apr 1959 |
+2.03%
Oct 1929 - Sep 1946 |
0.00%
0 out of 967 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.38% |
+20.43%
Jan 1942 - Dec 1959 |
+2.83%
Sep 1929 - Aug 1947 |
0.00%
0 out of 955 |
US Inflation Adjusted | +9.13% |
+16.31%
May 1942 - Apr 1960 |
+1.33%
Sep 1929 - Aug 1947 |
0.00%
0 out of 955 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.61% |
+20.53%
May 1942 - Apr 1961 |
+2.98%
Sep 1929 - Aug 1948 |
0.00%
0 out of 943 |
US Inflation Adjusted | +9.29% |
+16.69%
May 1942 - Apr 1961 |
+1.13%
Sep 1929 - Aug 1948 |
0.00%
0 out of 943 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.52% |
+19.85%
Apr 1942 - Mar 1962 |
+3.07%
Sep 1929 - Aug 1949 |
0.00%
0 out of 931 |
US Inflation Adjusted | +9.15% |
+16.11%
Apr 1942 - Mar 1962 |
+1.46%
Sep 1929 - Aug 1949 |
0.00%
0 out of 931 |
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To obtain comprehensive information, please consult the Vanguard Mid-Cap Value (VOE) ETF: Historical Returns page.