Vanguard Real Estate (VNQ): Rolling Returns

Data Source: from January 1928 to April 2024 (~96 years)
Consolidated Returns as of 30 April 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 April 2024

The annualized return of the last 10 years has been 4.89% (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 REAL ESTATE (VNQ) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1928 - 30 April 2024 (~96 years)
Inflation Adjusted:

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
29.17%
334 out of 1145
US Inflation Adjusted +4.17% +129.50%
Jul 1932 - Jun 1933
-57.99%
Apr 2008 - Mar 2009
37.55%
430 out of 1145
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
22.33%
253 out of 1133
US Inflation Adjusted +3.18% +62.48%
Mar 2009 - Feb 2011
-44.07%
Mar 2007 - Feb 2009
33.98%
385 out of 1133
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 +6.02% +43.49%
Apr 2009 - Mar 2012
-25.90%
Jul 1929 - Jun 1932
17.84%
200 out of 1121
US Inflation Adjusted +3.12% +39.99%
Apr 2009 - Mar 2012
-26.57%
Apr 2006 - Mar 2009
31.49%
353 out of 1121
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
15.96%
177 out of 1109
US Inflation Adjusted +3.07% +32.91%
Mar 2009 - Feb 2013
-15.88%
Mar 2005 - Feb 2009
31.20%
346 out of 1109
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 +5.99% +29.54%
Mar 2009 - Feb 2014
-12.64%
Apr 1930 - Mar 1935
10.94%
120 out of 1097
US Inflation Adjusted +2.82% +26.93%
Mar 2009 - Feb 2014
-11.03%
Apr 2004 - Mar 2009
26.89%
295 out of 1097
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
9.12%
99 out of 1085
US Inflation Adjusted +2.87% +26.19%
Mar 2009 - Feb 2015
-8.78%
Dec 1968 - Nov 1974
24.15%
262 out of 1085
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
7.83%
84 out of 1073
US Inflation Adjusted +3.43% +22.21%
Apr 2009 - Mar 2016
-7.30%
Sep 1967 - Aug 1974
22.09%
237 out of 1073
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 +7.70% +24.23%
Jan 1976 - Dec 1983
-7.42%
Apr 1930 - Mar 1938
6.31%
67 out of 1061
US Inflation Adjusted +3.44% +20.17%
Mar 2009 - Feb 2017
-6.49%
Jan 1967 - Dec 1974
19.89%
211 out of 1061
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 +7.97% +23.90%
Dec 1975 - Nov 1984
-5.46%
May 1930 - Apr 1939
5.43%
57 out of 1049
US Inflation Adjusted +3.49% +16.07%
Apr 2009 - Mar 2018
-6.23%
Jul 1933 - Jun 1942
17.45%
183 out of 1049
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
5.40%
56 out of 1037
US Inflation Adjusted +3.61% +16.25%
Apr 2009 - Mar 2019
-5.44%
Jan 1965 - Dec 1974
18.61%
193 out of 1037
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
5.07%
52 out of 1025
US Inflation Adjusted +3.89% +16.12%
Nov 1975 - Oct 1986
-4.96%
Jan 1964 - Dec 1974
17.17%
176 out of 1025
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 +7.76% +22.69%
Dec 1974 - Nov 1986
-4.58%
May 1930 - Apr 1942
4.54%
46 out of 1013
US Inflation Adjusted +3.74% +15.16%
Jan 1975 - Dec 1986
-4.51%
Jan 1963 - Dec 1974
17.08%
173 out of 1013
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 +7.81% +21.14%
Sep 1974 - Aug 1987
-4.45%
Sep 1929 - Aug 1942
4.20%
42 out of 1001
US Inflation Adjusted +3.93% +14.02%
Apr 2009 - Mar 2022
-4.24%
Jan 1962 - Dec 1974
14.89%
149 out of 1001
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 +7.98% +19.90%
Jan 1975 - Dec 1988
-2.42%
May 1928 - Apr 1942
3.54%
35 out of 989
US Inflation Adjusted +4.10% +12.89%
Jan 1975 - Dec 1988
-3.92%
Jan 1961 - Dec 1974
15.87%
157 out of 989
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 +8.07% +19.18%
Sep 1974 - Aug 1989
-1.75%
Sep 1929 - Aug 1944
1.84%
18 out of 977
US Inflation Adjusted +3.90% +12.27%
Jan 1975 - Dec 1989
-3.70%
Jan 1960 - Dec 1974
13.10%
128 out of 977
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 +7.82% +17.56%
Jan 1976 - Dec 1991
-1.14%
Sep 1929 - Aug 1945
0.62%
6 out of 965
US Inflation Adjusted +3.61% +12.54%
Nov 1990 - Oct 2006
-3.56%
Jan 1959 - Dec 1974
10.98%
106 out of 965
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 +8.30% +17.66%
Jan 1975 - Dec 1991
-0.06%
Sep 1957 - Aug 1974
0.10%
1 out of 953
US Inflation Adjusted +3.93% +11.55%
Nov 1990 - Oct 2007
-3.42%
Dec 1957 - Nov 1974
9.44%
90 out of 953
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 +8.38% +18.14%
Nov 1975 - Oct 1993
+0.20%
Jan 1957 - Dec 1974
0.00%
0 out of 941
US Inflation Adjusted +4.02% +11.91%
Nov 1975 - Oct 1993
-3.25%
Jan 1957 - Dec 1974
8.61%
81 out of 941
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 +8.94% +17.89%
Oct 1974 - Sep 1993
+0.20%
Dec 1955 - Nov 1974
0.00%
0 out of 929
US Inflation Adjusted +4.35% +11.54%
Oct 1974 - Sep 1993
-3.18%
Jan 1956 - Dec 1974
7.43%
69 out of 929
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution