Consolidated Returns as of 30 June 2024
Holding the Vanguard Mortgage-Backed Secs (VMBS) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~15 years), the longest period with a negative return lasted 113 months (from June 2014 to October 2023).
This means that every rolling period of 114 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Mortgage-Backed Secs (VMBS) 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.15% |
+8.57%
Nov 2018 - Oct 2019 |
-14.97%
Nov 2021 - Oct 2022 |
31.29%
51 out of 163 |
US Inflation Adjusted | +0.33% |
+7.19%
May 2019 - Apr 2020 |
-21.08%
Nov 2021 - Oct 2022 |
48.47%
79 out of 163 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.86% |
+6.18%
May 2018 - Apr 2020 |
-8.22%
Nov 2021 - Oct 2023 |
21.85%
33 out of 151 |
US Inflation Adjusted | +0.07% |
+4.95%
May 2018 - Apr 2020 |
-14.09%
Nov 2020 - Oct 2022 |
49.67%
75 out of 151 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.28% |
+4.55%
Jan 2010 - Dec 2012 |
-5.77%
Nov 2020 - Oct 2023 |
19.42%
27 out of 139 |
US Inflation Adjusted | +0.66% |
+2.88%
Sep 2013 - Aug 2016 |
-10.87%
Nov 2020 - Oct 2023 |
37.41%
52 out of 139 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.35% |
+3.39%
Apr 2011 - Mar 2015 |
-3.49%
Nov 2019 - Oct 2023 |
17.32%
22 out of 127 |
US Inflation Adjusted | +0.62% |
+1.95%
Apr 2011 - Mar 2015 |
-7.81%
May 2020 - Apr 2024 |
34.65%
44 out of 127 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.15% |
+3.62%
Jan 2010 - Dec 2014 |
-1.32%
Nov 2017 - Oct 2022 |
16.52%
19 out of 115 |
US Inflation Adjusted | +0.59% |
+1.93%
Feb 2010 - Jan 2015 |
-4.99%
May 2019 - Apr 2024 |
33.04%
38 out of 115 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.19% |
+3.30%
Mar 2010 - Feb 2016 |
-1.26%
Nov 2017 - Oct 2023 |
12.62%
13 out of 103 |
US Inflation Adjusted | +0.33% |
+1.82%
May 2014 - Apr 2020 |
-4.82%
Nov 2017 - Oct 2023 |
38.83%
40 out of 103 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.14% |
+3.26%
Sep 2013 - Aug 2020 |
-1.01%
Nov 2016 - Oct 2023 |
10.99%
10 out of 91 |
US Inflation Adjusted | +0.44% |
+1.72%
Sep 2013 - Aug 2020 |
-4.35%
Nov 2016 - Oct 2023 |
35.16%
32 out of 91 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.39% |
+2.92%
Jan 2010 - Dec 2017 |
-0.51%
Nov 2015 - Oct 2023 |
5.06%
4 out of 79 |
US Inflation Adjusted | +0.55% |
+1.26%
May 2012 - Apr 2020 |
-3.66%
Nov 2015 - Oct 2023 |
37.97%
30 out of 79 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.14% |
+3.07%
Apr 2011 - Mar 2020 |
-0.17%
Nov 2014 - Oct 2023 |
1.49%
1 out of 67 |
US Inflation Adjusted | +0.20% |
+1.45%
May 2011 - Apr 2020 |
-3.00%
Nov 2014 - Oct 2023 |
46.27%
31 out of 67 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.59% |
+3.17%
May 2010 - Apr 2020 |
+0.23%
Nov 2013 - Oct 2023 |
0.00%
0 out of 55 |
US Inflation Adjusted | -0.71% |
+1.50%
May 2010 - Apr 2020 |
-2.48%
Nov 2013 - Oct 2023 |
54.55%
30 out of 55 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.16% |
+3.10%
Jan 2010 - Dec 2020 |
+0.16%
Nov 2012 - Oct 2023 |
0.00%
0 out of 43 |
US Inflation Adjusted | -1.45% |
+1.37%
Jan 2010 - Dec 2020 |
-2.39%
Nov 2012 - Oct 2023 |
67.44%
29 out of 43 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.16% |
+2.73%
Jan 2010 - Dec 2021 |
+0.44%
Nov 2011 - Oct 2023 |
0.00%
0 out of 31 |
US Inflation Adjusted | -1.34% |
+0.56%
Jan 2010 - Dec 2021 |
-2.08%
Nov 2011 - Oct 2023 |
90.32%
28 out of 31 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.35% |
+1.68%
Feb 2010 - Jan 2023 |
+0.71%
Nov 2010 - Oct 2023 |
0.00%
0 out of 19 |
US Inflation Adjusted | -1.24% |
-0.82%
Feb 2010 - Jan 2023 |
-1.88%
Nov 2010 - Oct 2023 |
100.00%
19 out of 19 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.54% |
+1.78%
Jan 2010 - Dec 2023 |
+1.35%
May 2010 - Apr 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | -1.03% |
-0.74%
Jan 2010 - Dec 2023 |
-1.26%
May 2010 - Apr 2024 |
100.00%
7 out of 7 |
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To obtain comprehensive information, please consult the Vanguard Mortgage-Backed Secs (VMBS) ETF: Historical Returns page.