Vanguard Mid-Cap (VO): Rolling Returns

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

Holding the Vanguard Mid-Cap (VO) 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 185 months (from September 1929 to January 1945).

This means that every rolling period of 186 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard Mid-Cap (VO) 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 (VO) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 9.45% (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 (VO) 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.20% +176.23%
Jul 1932 - Jun 1933
-70.22%
Jul 1931 - Jun 1932
25.15%
291 out of 1157
US Inflation Adjusted +10.73% +195.81%
Jul 1932 - Jun 1933
-66.94%
Jul 1931 - Jun 1932
29.65%
343 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 +13.19% +67.78%
Jul 1932 - Jun 1934
-59.86%
Jun 1930 - May 1932
15.98%
183 out of 1145
US Inflation Adjusted +9.42% +69.02%
Jul 1932 - Jun 1934
-55.42%
Jun 1930 - May 1932
22.27%
255 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 +13.01% +50.32%
Mar 1933 - Feb 1936
-48.32%
Jul 1929 - Jun 1932
14.47%
164 out of 1133
US Inflation Adjusted +9.30% +47.03%
Jul 1932 - Jun 1935
-44.22%
Jul 1929 - Jun 1932
18.89%
214 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 +13.16% +48.25%
Jul 1932 - Jun 1936
-33.98%
Jun 1928 - May 1932
11.42%
128 out of 1121
US Inflation Adjusted +9.17% +47.71%
Jul 1932 - Jun 1936
-30.11%
Jun 1928 - May 1932
18.82%
211 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 +12.57% +40.29%
Jun 1932 - May 1937
-23.95%
Jun 1927 - May 1932
8.75%
97 out of 1109
US Inflation Adjusted +9.02% +38.90%
Jun 1932 - May 1937
-20.23%
Jun 1927 - May 1932
15.24%
169 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 +12.38% +26.16%
Oct 1974 - Sep 1980
-14.91%
Mar 1927 - Feb 1933
7.20%
79 out of 1097
US Inflation Adjusted +9.03% +25.40%
Jul 1932 - Jun 1938
-13.75%
Oct 1968 - Sep 1974
12.03%
132 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 +12.54% +23.87%
Apr 1980 - Mar 1987
-8.97%
Apr 1928 - Mar 1935
5.62%
61 out of 1085
US Inflation Adjusted +8.95% +22.36%
Jun 1932 - May 1939
-10.62%
Oct 1967 - Sep 1974
11.80%
128 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 +12.23% +22.37%
Jan 1975 - Dec 1982
-9.45%
Apr 1930 - Mar 1938
4.47%
48 out of 1073
US Inflation Adjusted +8.96% +18.74%
Jun 1949 - May 1957
-7.37%
Apr 1930 - Mar 1938
9.32%
100 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 +12.40% +24.50%
Oct 1974 - Sep 1983
-8.84%
Apr 1929 - Mar 1938
2.83%
30 out of 1061
US Inflation Adjusted +8.89% +16.94%
Mar 2009 - Feb 2018
-6.92%
Apr 1929 - Mar 1938
8.29%
88 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 +12.54% +21.32%
Oct 1974 - Sep 1984
-7.15%
Sep 1929 - Aug 1939
3.53%
37 out of 1049
US Inflation Adjusted +9.22% +18.22%
Jun 1949 - May 1959
-5.03%
Sep 1929 - Aug 1939
9.25%
97 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 +12.88% +21.26%
Jan 1975 - Dec 1985
-6.59%
Sep 1929 - Aug 1940
4.34%
45 out of 1037
US Inflation Adjusted +9.22% +16.65%
Dec 1948 - Nov 1959
-4.77%
Sep 1929 - Aug 1940
8.49%
88 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 +12.69% +21.76%
Oct 1974 - Sep 1986
-5.52%
Sep 1929 - Aug 1941
3.61%
37 out of 1025
US Inflation Adjusted +9.26% +17.06%
Jun 1949 - May 1961
-4.65%
May 1930 - Apr 1942
5.27%
54 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 +12.56% +22.62%
Oct 1974 - Sep 1987
-5.61%
Sep 1929 - Aug 1942
3.65%
37 out of 1013
US Inflation Adjusted +8.80% +16.61%
Dec 1948 - Nov 1961
-5.26%
Sep 1929 - Aug 1942
4.94%
50 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 +12.23% +20.91%
May 1942 - Apr 1956
-3.01%
May 1928 - Apr 1942
2.90%
29 out of 1001
US Inflation Adjusted +8.47% +17.71%
Jun 1932 - May 1946
-2.59%
May 1928 - Apr 1942
3.20%
32 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 +12.06% +20.66%
Oct 1974 - Sep 1989
-0.91%
Sep 1929 - Aug 1944
1.92%
19 out of 989
US Inflation Adjusted +8.13% +15.10%
May 1942 - Apr 1957
-1.06%
Sep 1929 - Aug 1944
1.72%
17 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 +11.69% +18.28%
Apr 1982 - Mar 1998
+0.99%
Dec 1928 - Nov 1944
0.00%
0 out of 977
US Inflation Adjusted +8.14% +15.00%
Jun 1949 - May 1965
+0.81%
Dec 1928 - Nov 1944
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 +12.08% +19.41%
May 1942 - Apr 1959
+1.70%
Oct 1929 - Sep 1946
0.00%
0 out of 965
US Inflation Adjusted +8.18% +15.35%
May 1942 - Apr 1959
+0.72%
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 +12.16% +18.59%
Oct 1974 - Sep 1992
+1.52%
Sep 1929 - Aug 1947
0.00%
0 out of 953
US Inflation Adjusted +8.39% +14.34%
May 1949 - Apr 1967
+0.05%
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 +11.99% +18.98%
Oct 1974 - Sep 1993
+1.73%
Sep 1929 - Aug 1948
0.00%
0 out of 941
US Inflation Adjusted +8.48% +14.92%
May 1942 - Apr 1961
-0.10%
Sep 1929 - Aug 1948
0.11%
1 out of 941
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution