Vanguard Mid-Cap Value (VOE): Rolling Returns

Data Source: from January 1927 to April 2024 (~97 years)
Consolidated Returns as of 30 April 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 (~97 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

VANGUARD MID-CAP VALUE (VOE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 8.38% (updated at Apr 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.

VANGUARD MID-CAP VALUE (VOE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1927 - 30 April 2024 (~97 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +14.47% +194.14%
Jul 1932 - Jun 1933
-71.09%
Jul 1931 - Jun 1932
25.67%
297 out of 1157
US Inflation Adjusted +10.83% +214.98%
Jul 1932 - Jun 1933
-67.90%
Jul 1931 - Jun 1932
31.37%
363 out of 1157
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.46% +72.14%
Jul 1932 - Jun 1934
-62.24%
Jun 1930 - May 1932
15.81%
181 out of 1145
US Inflation Adjusted +9.51% +74.27%
Jun 1932 - May 1934
-58.06%
Jun 1930 - May 1932
22.97%
263 out of 1145
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.65% +52.27%
Mar 1933 - Feb 1936
-49.32%
Jul 1929 - Jun 1932
13.06%
148 out of 1133
US Inflation Adjusted +9.71% +49.69%
Jul 1932 - Jun 1935
-45.30%
Jul 1929 - Jun 1932
18.36%
208 out of 1133
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.13% +52.12%
Jul 1932 - Jun 1936
-34.79%
Jun 1928 - May 1932
10.08%
113 out of 1121
US Inflation Adjusted +10.02% +51.57%
Jul 1932 - Jun 1936
-30.97%
Jun 1928 - May 1932
17.75%
199 out of 1121
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.38% +43.82%
Jun 1932 - May 1937
-25.49%
Jun 1927 - May 1932
8.12%
90 out of 1109
US Inflation Adjusted +9.86% +42.39%
Jun 1932 - May 1937
-21.84%
Jun 1927 - May 1932
12.53%
139 out of 1109
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.04% +31.06%
Jun 1940 - May 1946
-15.73%
Mar 1927 - Feb 1933
6.38%
70 out of 1097
US Inflation Adjusted +9.79% +26.53%
Jul 1932 - Jun 1938
-11.51%
Apr 1929 - Mar 1935
8.66%
95 out of 1097
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.44% +25.31%
May 1949 - Apr 1956
-9.09%
Apr 1928 - Mar 1935
4.42%
48 out of 1085
US Inflation Adjusted +9.73% +23.21%
May 1949 - Apr 1956
-6.81%
Oct 1967 - Sep 1974
7.00%
76 out of 1085
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.91% +24.44%
Jan 1975 - Dec 1982
-10.01%
Apr 1930 - Mar 1938
3.63%
39 out of 1073
US Inflation Adjusted +9.43% +20.54%
Mar 1948 - Feb 1956
-7.95%
Apr 1930 - Mar 1938
4.66%
50 out of 1073
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.25% +26.22%
Oct 1974 - Sep 1983
-8.61%
Apr 1929 - Mar 1938
2.36%
25 out of 1061
US Inflation Adjusted +9.81% +18.91%
May 1942 - Apr 1951
-6.69%
Apr 1929 - Mar 1938
3.30%
35 out of 1061
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.41% +23.64%
Apr 1942 - Mar 1952
-7.53%
Sep 1929 - Aug 1939
3.53%
37 out of 1049
US Inflation Adjusted +9.95% +19.72%
Jun 1949 - May 1959
-5.41%
Sep 1929 - Aug 1939
3.53%
37 out of 1049
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.58% +23.67%
Jan 1975 - Dec 1985
-6.87%
Sep 1929 - Aug 1940
4.34%
45 out of 1037
US Inflation Adjusted +9.86% +18.20%
Dec 1948 - Nov 1959
-5.06%
Sep 1929 - Aug 1940
3.28%
34 out of 1037
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.66% +23.84%
Sep 1974 - Aug 1986
-5.56%
Sep 1929 - Aug 1941
4.10%
42 out of 1025
US Inflation Adjusted +10.15% +17.94%
Jun 1949 - May 1961
-4.73%
May 1930 - Apr 1942
2.83%
29 out of 1025
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.73% +24.20%
Oct 1974 - Sep 1987
-5.22%
Sep 1929 - Aug 1942
3.55%
36 out of 1013
US Inflation Adjusted +9.72% +18.95%
Jun 1932 - May 1945
-4.87%
Sep 1929 - Aug 1942
2.67%
27 out of 1013
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.40% +23.67%
May 1942 - Apr 1956
-2.57%
May 1928 - Apr 1942
3.00%
30 out of 1001
US Inflation Adjusted +9.28% +20.33%
Jun 1932 - May 1946
-2.15%
May 1928 - Apr 1942
2.30%
23 out of 1001
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.01% +22.56%
Oct 1974 - Sep 1989
-0.58%
May 1927 - Apr 1942
0.91%
9 out of 989
US Inflation Adjusted +9.24% +17.45%
May 1942 - Apr 1957
-0.10%
May 1927 - Apr 1942
0.30%
3 out of 989
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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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 977
US Inflation Adjusted +8.99% +16.36%
Jun 1949 - May 1965
+1.95%
Jan 1927 - Dec 1942
0.00%
0 out of 977
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.28% +21.71%
May 1942 - Apr 1959
+3.03%
Oct 1929 - Sep 1946
0.00%
0 out of 965
US Inflation Adjusted +9.01% +17.58%
May 1942 - Apr 1959
+2.03%
Oct 1929 - Sep 1946
0.00%
0 out of 965
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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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 953
US Inflation Adjusted +9.13% +16.31%
May 1942 - Apr 1960
+1.33%
Sep 1929 - Aug 1947
0.00%
0 out of 953
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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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 941
US Inflation Adjusted +9.29% +16.69%
May 1942 - Apr 1961
+1.13%
Sep 1929 - Aug 1948
0.00%
0 out of 941
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution