Vanguard Real Estate (VNQ): Rolling Returns

Data Source: from January 1928 to January 2024 (~96 years)
Consolidated Returns as of 31 January 2024

Holding the Vanguard Real Estate (VNQ) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~96 years), the longest period with a negative return lasted 233 months (from August 1955 to December 1974).

This means that every rolling period of 234 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard Real Estate (VNQ) 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 REAL ESTATE (VNQ) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 6.36% (updated at Jan 31, 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 REAL ESTATE (VNQ) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1928 - 31 January 2024 (~96 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -58.17 04/2008
03/2009
0.41$ -8.02 0.91$ 11.96 1.11$ 30.57 1.30$ 110.54 04/2009
03/2010
2.10$ -3.87 25.79%
2Y -42.93 03/2007
02/2009
0.32$ -1.93 0.96$ 10.91 1.22$ 23.04 1.51$ 65.96 03/2009
02/2011
2.75$ -7.54 17.80%
3Y -25.03 04/2006
03/2009
0.42$ 1.58 1.04$ 10.59 1.35$ 19.96 1.72$ 43.49 04/2009
03/2012
2.95$ 3.22 11.69%
4Y -13.75 03/2005
02/2009
0.55$ 1.86 1.07$ 9.48 1.43$ 18.81 1.99$ 35.97 03/2009
02/2013
3.41$ 0.88 11.82%
5Y -8.74 04/2004
03/2009
0.63$ 3.20 1.17$ 8.34 1.49$ 18.55 2.34$ 29.54 03/2009
02/2014
3.64$ 3.85 4.98%
6Y -1.10 03/2003
02/2009
0.93$ 4.14 1.27$ 8.52 1.63$ 15.96 2.43$ 28.34 03/2009
02/2015
4.46$ 4.82 0.69%
7Y -1.16 04/2002
03/2009
0.92$ 5.40 1.44$ 9.09 1.83$ 15.17 2.68$ 24.21 04/2009
03/2016
4.56$ 4.21 0.72%
8Y 1.13 03/2001
02/2009
1.09$ 5.56 1.54$ 9.57 2.07$ 13.48 2.75$ 22.25 03/2009
02/2017
4.98$ 5.18 0.00%
9Y 3.15 11/2014
10/2023
1.32$ 6.59 1.77$ 9.71 2.30$ 13.71 3.17$ 18.16 04/2009
03/2018
4.48$ 3.70 0.00%
10Y 3.15 03/1999
02/2009
1.36$ 6.49 1.87$ 10.02 2.59$ 13.57 3.57$ 18.35 04/2009
03/2019
5.39$ 6.36 0.00%
11Y 1.10 03/1998
02/2009
1.12$ 6.39 1.97$ 10.46 2.98$ 13.21 3.91$ 17.28 03/2009
02/2020
5.77$ 6.03 0.00%
12Y 2.23 03/1997
02/2009
1.30$ 6.30 2.08$ 10.25 3.22$ 13.01 4.33$ 16.64 02/1995
01/2007
6.33$ 6.73 0.00%
13Y 3.42 04/2007
03/2020
1.54$ 6.79 2.34$ 9.47 3.24$ 12.31 4.52$ 16.71 04/2009
03/2022
7.45$ 7.12 0.00%
14Y 4.46 11/2006
10/2020
1.84$ 7.31 2.68$ 9.48 3.55$ 11.61 4.65$ 14.05 03/2009
02/2023
6.29$ 9.21 0.00%
15Y 3.84 03/1994
02/2009
1.75$ 6.54 2.58$ 9.55 3.92$ 11.09 4.84$ 13.04 02/2000
01/2015
6.29$ 11.49 0.00%
16Y 4.27 11/2007
10/2023
1.95$ 7.31 3.09$ 9.90 4.52$ 11.17 5.44$ 12.18 04/2000
03/2016
6.28$ 6.35 0.00%
17Y 4.04 11/2006
10/2023
1.95$ 8.31 3.88$ 9.99 5.05$ 10.99 5.88$ 12.00 03/2000
02/2017
6.86$ 4.28 0.00%
18Y 5.64 11/2005
10/2023
2.68$ 8.69 4.48$ 10.26 5.79$ 10.90 6.44$ 11.82 05/1995
04/2013
7.46$ 5.87 0.00%
19Y 6.22 11/2004
10/2023
3.14$ 9.03 5.17$ 10.22 6.34$ 10.96 7.21$ 11.57 02/1996
01/2015
8.00$ 7.09 0.00%
20Y 7.25 11/2003
10/2023
4.05$ 8.95 5.54$ 9.94 6.64$ 10.94 7.97$ 11.81 02/1995
01/2015
9.32$ 7.45 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -57.99 04/2008
03/2009
0.42$ -10.90 0.89$ 10.01 1.10$ 26.56 1.26$ 105.83 04/2009
03/2010
2.05$ -6.76 32.09%
2Y -44.07 03/2007
02/2009
0.31$ -4.19 0.91$ 8.48 1.17$ 20.02 1.44$ 62.48 03/2009
02/2011
2.64$ -11.71 22.55%
3Y -26.57 04/2006
03/2009
0.39$ -1.72 0.94$ 8.20 1.26$ 17.21 1.61$ 39.99 04/2009
03/2012
2.74$ -2.31 20.31%
4Y -15.88 03/2005
02/2009
0.50$ -1.71 0.93$ 7.10 1.31$ 15.96 1.80$ 32.91 03/2009
02/2013
3.12$ -3.53 17.89%
5Y -11.03 04/2004
03/2009
0.55$ 0.43 1.02$ 6.25 1.35$ 15.68 2.07$ 26.93 03/2009
02/2014
3.29$ -0.30 12.62%
6Y -3.50 03/2003
02/2009
0.80$ 1.56 1.09$ 6.44 1.45$ 13.50 2.13$ 26.19 03/2009
02/2015
4.03$ 1.07 5.88%
7Y -3.60 04/2002
03/2009
0.77$ 2.99 1.22$ 6.96 1.60$ 12.28 2.25$ 22.21 04/2009
03/2016
4.07$ 0.70 4.33%
8Y -1.24 03/2001
02/2009
0.90$ 3.49 1.31$ 7.17 1.74$ 10.66 2.24$ 20.17 03/2009
02/2017
4.34$ 1.76 1.13%
9Y 0.23 11/2014
10/2023
1.02$ 4.39 1.47$ 7.38 1.89$ 10.73 2.50$ 16.07 04/2009
03/2018
3.82$ 0.56 0.00%
10Y 0.54 03/1999
02/2009
1.05$ 4.44 1.54$ 7.44 2.04$ 11.32 2.92$ 16.25 04/2009
03/2019
4.50$ 3.48 0.00%
11Y -1.37 03/1998
02/2009
0.85$ 4.33 1.59$ 8.02 2.33$ 10.77 3.08$ 15.19 03/2009
02/2020
4.73$ 3.27 0.87%
12Y -0.18 03/1997
02/2009
0.97$ 4.09 1.61$ 7.81 2.46$ 10.32 3.24$ 14.21 04/2009
03/2021
4.92$ 4.04 0.46%
13Y 1.61 04/2007
03/2020
1.23$ 4.69 1.81$ 7.23 2.47$ 9.74 3.34$ 14.02 04/2009
03/2022
5.50$ 4.38 0.00%
14Y 2.44 03/1995
02/2009
1.40$ 5.01 1.98$ 6.93 2.55$ 9.06 3.36$ 11.24 03/2009
02/2023
4.44$ 6.48 0.00%
15Y 1.30 03/1994
02/2009
1.21$ 4.41 1.91$ 7.00 2.75$ 8.66 3.47$ 10.61 02/2000
01/2015
4.53$ 8.71 0.00%
16Y 1.79 11/2007
10/2023
1.32$ 4.96 2.16$ 7.47 3.16$ 8.64 3.76$ 9.88 04/2000
03/2016
4.51$ 3.86 0.00%
17Y 1.49 11/2006
10/2023
1.28$ 6.06 2.71$ 7.64 3.49$ 8.51 4.00$ 9.65 03/2000
02/2017
4.78$ 1.73 0.00%
18Y 3.12 11/2005
10/2023
1.73$ 6.38 3.04$ 7.91 3.93$ 8.40 4.26$ 9.22 05/1995
04/2013
4.88$ 3.31 0.00%
19Y 3.59 11/2004
10/2023
1.95$ 6.70 3.43$ 7.83 4.18$ 8.45 4.67$ 9.14 02/1996
01/2015
5.27$ 4.42 0.00%
20Y 4.56 11/2003
10/2023
2.43$ 6.47 3.50$ 7.59 4.32$ 8.60 5.20$ 9.35 02/1995
01/2015
5.97$ 4.76 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -58.17 04/2008
03/2009
0.41$ -7.39 0.92$ 7.74 1.07$ 25.56 1.25$ 114.31 07/1932
06/1933
2.14$ -3.87 29.16%
2Y -42.93 03/2007
02/2009
0.32$ -2.31 0.95$ 6.29 1.12$ 21.42 1.47$ 65.96 03/2009
02/2011
2.75$ -7.54 22.12%
3Y -25.90 07/1929
06/1932
0.40$ -0.80 0.97$ 6.04 1.19$ 18.89 1.68$ 43.49 04/2009
03/2012
2.95$ 3.22 17.80%
4Y -15.79 06/1928
05/1932
0.50$ -0.28 0.98$ 6.13 1.26$ 17.17 1.88$ 35.97 03/2009
02/2013
3.41$ 0.88 16.00%
5Y -12.64 04/1930
03/1935
0.50$ 0.82 1.04$ 6.01 1.33$ 16.89 2.18$ 29.54 03/2009
02/2014
3.64$ 3.85 10.97%
6Y -9.73 09/1929
08/1935
0.54$ 1.13 1.06$ 6.45 1.45$ 15.84 2.41$ 28.34 03/2009
02/2015
4.46$ 4.82 9.15%
7Y -7.36 04/1931
03/1938
0.58$ 1.29 1.09$ 7.36 1.64$ 14.82 2.63$ 24.21 04/2009
03/2016
4.56$ 4.21 7.85%
8Y -7.42 04/1930
03/1938
0.53$ 1.57 1.13$ 7.72 1.81$ 13.25 2.70$ 24.23 01/1976
12/1983
5.67$ 5.18 6.33%
9Y -5.46 05/1930
04/1939
0.60$ 1.72 1.16$ 8.01 2.00$ 13.27 3.06$ 23.90 12/1975
11/1984
6.88$ 3.70 5.45%
10Y -5.70 09/1929
08/1939
0.55$ 1.83 1.19$ 8.05 2.16$ 13.31 3.48$ 23.58 11/1975
10/1985
8.30$ 6.36 5.42%
11Y -4.39 09/1929
08/1940
0.61$ 1.94 1.23$ 8.11 2.35$ 13.24 3.92$ 23.71 11/1975
10/1986
10.38$ 6.03 5.09%
12Y -4.58 05/1930
04/1942
0.56$ 1.94 1.25$ 7.81 2.46$ 13.51 4.57$ 22.69 12/1974
11/1986
11.63$ 6.73 4.55%
13Y -4.45 09/1929
08/1942
0.55$ 2.16 1.31$ 7.82 2.65$ 13.19 5.00$ 21.14 09/1974
08/1987
12.09$ 7.12 4.21%
14Y -2.42 05/1928
04/1942
0.70$ 2.23 1.36$ 7.97 2.92$ 13.26 5.71$ 19.90 01/1975
12/1988
12.69$ 9.21 3.55%
15Y -1.75 09/1929
08/1944
0.76$ 2.31 1.40$ 8.05 3.19$ 13.43 6.61$ 19.18 09/1974
08/1989
13.90$ 11.49 1.85%
16Y -1.14 09/1929
08/1945
0.83$ 2.45 1.47$ 7.83 3.34$ 13.37 7.44$ 17.56 01/1976
12/1991
13.30$ 6.35 0.62%
17Y -0.06 09/1957
08/1974
0.98$ 2.59 1.54$ 8.31 3.88$ 13.41 8.49$ 17.66 01/1975
12/1991
15.87$ 4.28 0.11%
18Y 0.20 01/1957
12/1974
1.03$ 2.75 1.63$ 8.43 4.28$ 13.02 9.04$ 18.14 11/1975
10/1993
20.10$ 5.87 0.00%
19Y 0.20 12/1955
11/1974
1.03$ 2.88 1.71$ 9.00 5.14$ 12.65 9.60$ 17.89 10/1974
09/1993
22.82$ 7.09 0.00%
20Y 0.23 01/1955
12/1974
1.04$ 3.10 1.84$ 8.96 5.56$ 12.57 10.67$ 16.14 09/1974
08/1994
19.93$ 7.45 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -57.99 04/2008
03/2009
0.42$ -9.36 0.90$ 4.28 1.04$ 21.23 1.21$ 129.50 07/1932
06/1933
2.29$ -6.76 37.57%
2Y -44.07 03/2007
02/2009
0.31$ -4.28 0.91$ 3.19 1.06$ 16.22 1.35$ 62.48 03/2009
02/2011
2.64$ -11.71 33.81%
3Y -26.57 04/2006
03/2009
0.39$ -3.30 0.90$ 3.16 1.09$ 13.34 1.45$ 39.99 04/2009
03/2012
2.74$ -2.31 31.31%
4Y -15.88 03/2005
02/2009
0.50$ -2.31 0.91$ 3.07 1.12$ 11.54 1.54$ 32.91 03/2009
02/2013
3.12$ -3.53 31.10%
5Y -11.03 04/2004
03/2009
0.55$ -1.41 0.93$ 2.82 1.14$ 11.19 1.69$ 26.93 03/2009
02/2014
3.29$ -0.30 26.69%
6Y -8.78 12/1968
11/1974
0.57$ -0.96 0.94$ 2.87 1.18$ 11.19 1.88$ 26.19 03/2009
02/2015
4.03$ 1.07 24.21%
7Y -7.30 09/1967
08/1974
0.58$ -0.54 0.96$ 3.43 1.26$ 10.10 1.96$ 22.21 04/2009
03/2016
4.07$ 0.70 22.06%
8Y -6.49 01/1967
12/1974
0.58$ -0.42 0.96$ 3.45 1.31$ 9.80 2.11$ 20.17 03/2009
02/2017
4.34$ 1.76 19.94%
9Y -6.23 07/1933
06/1942
0.56$ -0.26 0.97$ 3.50 1.36$ 9.72 2.30$ 16.07 04/2009
03/2018
3.82$ 0.56 17.50%
10Y -5.44 01/1965
12/1974
0.57$ -0.33 0.96$ 3.62 1.42$ 9.23 2.41$ 16.25 04/2009
03/2019
4.50$ 3.48 18.67%
11Y -4.96 01/1964
12/1974
0.57$ -0.21 0.97$ 3.90 1.52$ 8.94 2.56$ 16.12 11/1975
10/1986
5.17$ 3.27 17.22%
12Y -4.51 01/1963
12/1974
0.57$ -0.22 0.97$ 3.72 1.54$ 9.01 2.81$ 15.16 01/1975
12/1986
5.43$ 4.04 17.13%
13Y -4.24 01/1962
12/1974
0.56$ 0.03 1.00$ 3.90 1.64$ 9.17 3.13$ 14.02 04/2009
03/2022
5.50$ 4.38 14.93%
14Y -3.92 01/1961
12/1974
0.57$ -0.10 0.98$ 4.00 1.73$ 8.99 3.33$ 12.89 01/1975
12/1988
5.45$ 6.48 15.92%
15Y -3.70 01/1960
12/1974
0.56$ 0.18 1.02$ 3.88 1.77$ 8.69 3.48$ 12.27 01/1975
12/1989
5.67$ 8.71 13.14%
16Y -3.56 01/1959
12/1974
0.55$ 0.31 1.05$ 3.59 1.75$ 8.58 3.73$ 12.54 11/1990
10/2006
6.61$ 3.86 11.02%
17Y -3.42 12/1957
11/1974
0.55$ 0.41 1.07$ 3.93 1.92$ 8.49 3.99$ 11.55 11/1990
10/2007
6.40$ 1.73 9.47%
18Y -3.25 01/1957
12/1974
0.55$ 0.46 1.08$ 4.02 2.03$ 8.25 4.16$ 11.91 11/1975
10/1993
7.58$ 3.31 8.64%
19Y -3.18 01/1956
12/1974
0.54$ 0.48 1.09$ 4.30 2.22$ 8.21 4.48$ 11.54 10/1974
09/1993
7.96$ 4.42 7.45%
20Y -3.04 01/1955
12/1974
0.53$ 0.55 1.11$ 4.59 2.45$ 8.18 4.82$ 10.13 01/1975
12/1994
6.89$ 4.76 7.77%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.74% +114.31%
Jul 1932 - Jun 1933
-58.17%
Apr 2008 - Mar 2009
29.16%
333 out of 1142
US Inflation Adjusted +4.28% +129.50%
Jul 1932 - Jun 1933
-57.99%
Apr 2008 - Mar 2009
37.57%
429 out of 1142
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 +6.29% +65.96%
Mar 2009 - Feb 2011
-42.93%
Mar 2007 - Feb 2009
22.12%
250 out of 1130
US Inflation Adjusted +3.19% +62.48%
Mar 2009 - Feb 2011
-44.07%
Mar 2007 - Feb 2009
33.81%
382 out of 1130
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 +6.04% +43.49%
Apr 2009 - Mar 2012
-25.90%
Jul 1929 - Jun 1932
17.80%
199 out of 1118
US Inflation Adjusted +3.16% +39.99%
Apr 2009 - Mar 2012
-26.57%
Apr 2006 - Mar 2009
31.31%
350 out of 1118
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 +6.13% +35.97%
Mar 2009 - Feb 2013
-15.79%
Jun 1928 - May 1932
16.00%
177 out of 1106
US Inflation Adjusted +3.07% +32.91%
Mar 2009 - Feb 2013
-15.88%
Mar 2005 - Feb 2009
31.10%
344 out of 1106
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 +6.01% +29.54%
Mar 2009 - Feb 2014
-12.64%
Apr 1930 - Mar 1935
10.97%
120 out of 1094
US Inflation Adjusted +2.82% +26.93%
Mar 2009 - Feb 2014
-11.03%
Apr 2004 - Mar 2009
26.69%
292 out of 1094
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 +6.45% +28.34%
Mar 2009 - Feb 2015
-9.73%
Sep 1929 - Aug 1935
9.15%
99 out of 1082
US Inflation Adjusted +2.87% +26.19%
Mar 2009 - Feb 2015
-8.78%
Dec 1968 - Nov 1974
24.21%
262 out of 1082
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 +7.36% +24.21%
Apr 2009 - Mar 2016
-7.36%
Apr 1931 - Mar 1938
7.85%
84 out of 1070
US Inflation Adjusted +3.43% +22.21%
Apr 2009 - Mar 2016
-7.30%
Sep 1967 - Aug 1974
22.06%
236 out of 1070
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 +7.72% +24.23%
Jan 1976 - Dec 1983
-7.42%
Apr 1930 - Mar 1938
6.33%
67 out of 1058
US Inflation Adjusted +3.45% +20.17%
Mar 2009 - Feb 2017
-6.49%
Jan 1967 - Dec 1974
19.94%
211 out of 1058
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 +8.01% +23.90%
Dec 1975 - Nov 1984
-5.46%
May 1930 - Apr 1939
5.45%
57 out of 1046
US Inflation Adjusted +3.50% +16.07%
Apr 2009 - Mar 2018
-6.23%
Jul 1933 - Jun 1942
17.50%
183 out of 1046
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 +8.05% +23.58%
Nov 1975 - Oct 1985
-5.70%
Sep 1929 - Aug 1939
5.42%
56 out of 1034
US Inflation Adjusted +3.62% +16.25%
Apr 2009 - Mar 2019
-5.44%
Jan 1965 - Dec 1974
18.67%
193 out of 1034
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 +8.11% +23.71%
Nov 1975 - Oct 1986
-4.39%
Sep 1929 - Aug 1940
5.09%
52 out of 1022
US Inflation Adjusted +3.90% +16.12%
Nov 1975 - Oct 1986
-4.96%
Jan 1964 - Dec 1974
17.22%
176 out of 1022
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 +7.81% +22.69%
Dec 1974 - Nov 1986
-4.58%
May 1930 - Apr 1942
4.55%
46 out of 1010
US Inflation Adjusted +3.72% +15.16%
Jan 1975 - Dec 1986
-4.51%
Jan 1963 - Dec 1974
17.13%
173 out of 1010
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 +7.82% +21.14%
Sep 1974 - Aug 1987
-4.45%
Sep 1929 - Aug 1942
4.21%
42 out of 998
US Inflation Adjusted +3.90% +14.02%
Apr 2009 - Mar 2022
-4.24%
Jan 1962 - Dec 1974
14.93%
149 out of 998
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 +7.97% +19.90%
Jan 1975 - Dec 1988
-2.42%
May 1928 - Apr 1942
3.55%
35 out of 986
US Inflation Adjusted +4.00% +12.89%
Jan 1975 - Dec 1988
-3.92%
Jan 1961 - Dec 1974
15.92%
157 out of 986
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 +8.05% +19.18%
Sep 1974 - Aug 1989
-1.75%
Sep 1929 - Aug 1944
1.85%
18 out of 974
US Inflation Adjusted +3.88% +12.27%
Jan 1975 - Dec 1989
-3.70%
Jan 1960 - Dec 1974
13.14%
128 out of 974
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 +7.83% +17.56%
Jan 1976 - Dec 1991
-1.14%
Sep 1929 - Aug 1945
0.62%
6 out of 962
US Inflation Adjusted +3.59% +12.54%
Nov 1990 - Oct 2006
-3.56%
Jan 1959 - Dec 1974
11.02%
106 out of 962
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 +8.31% +17.66%
Jan 1975 - Dec 1991
-0.06%
Sep 1957 - Aug 1974
0.11%
1 out of 950
US Inflation Adjusted +3.93% +11.55%
Nov 1990 - Oct 2007
-3.42%
Dec 1957 - Nov 1974
9.47%
90 out of 950
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 +8.43% +18.14%
Nov 1975 - Oct 1993
+0.20%
Jan 1957 - Dec 1974
0.00%
0 out of 938
US Inflation Adjusted +4.02% +11.91%
Nov 1975 - Oct 1993
-3.25%
Jan 1957 - Dec 1974
8.64%
81 out of 938
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution