Consolidated Returns as of 30 June 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 (~97 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
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The annualized return of the last 10 years has been 5.28% (updated at Jun 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.74% |
+114.31%
Jul 1932 - Jun 1933 |
-58.17%
Apr 2008 - Mar 2009 |
29.12%
334 out of 1147 |
US Inflation Adjusted | +4.28% |
+129.50%
Jul 1932 - Jun 1933 |
-57.99%
Apr 2008 - Mar 2009 |
37.49%
430 out of 1147 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.29% |
+65.96%
Mar 2009 - Feb 2011 |
-42.93%
Mar 2007 - Feb 2009 |
22.38%
254 out of 1135 |
US Inflation Adjusted | +3.17% |
+62.48%
Mar 2009 - Feb 2011 |
-44.07%
Mar 2007 - Feb 2009 |
34.10%
387 out of 1135 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.01% |
+43.49%
Apr 2009 - Mar 2012 |
-25.90%
Jul 1929 - Jun 1932 |
17.99%
202 out of 1123 |
US Inflation Adjusted | +3.05% |
+39.99%
Apr 2009 - Mar 2012 |
-26.57%
Apr 2006 - Mar 2009 |
31.61%
355 out of 1123 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.11% |
+35.97%
Mar 2009 - Feb 2013 |
-15.79%
Jun 1928 - May 1932 |
15.93%
177 out of 1111 |
US Inflation Adjusted | +3.06% |
+32.91%
Mar 2009 - Feb 2013 |
-15.88%
Mar 2005 - Feb 2009 |
31.14%
346 out of 1111 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.99% |
+29.54%
Mar 2009 - Feb 2014 |
-12.64%
Apr 1930 - Mar 1935 |
10.92%
120 out of 1099 |
US Inflation Adjusted | +2.81% |
+26.93%
Mar 2009 - Feb 2014 |
-11.03%
Apr 2004 - Mar 2009 |
27.02%
297 out of 1099 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.41% |
+28.34%
Mar 2009 - Feb 2015 |
-9.73%
Sep 1929 - Aug 1935 |
9.11%
99 out of 1087 |
US Inflation Adjusted | +2.82% |
+26.19%
Mar 2009 - Feb 2015 |
-8.78%
Dec 1968 - Nov 1974 |
24.10%
262 out of 1087 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.35% |
+24.21%
Apr 2009 - Mar 2016 |
-7.36%
Apr 1931 - Mar 1938 |
7.81%
84 out of 1075 |
US Inflation Adjusted | +3.42% |
+22.21%
Apr 2009 - Mar 2016 |
-7.30%
Sep 1967 - Aug 1974 |
22.05%
237 out of 1075 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+24.23%
Jan 1976 - Dec 1983 |
-7.42%
Apr 1930 - Mar 1938 |
6.30%
67 out of 1063 |
US Inflation Adjusted | +3.42% |
+20.17%
Mar 2009 - Feb 2017 |
-6.49%
Jan 1967 - Dec 1974 |
19.94%
212 out of 1063 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.97% |
+23.90%
Dec 1975 - Nov 1984 |
-5.46%
May 1930 - Apr 1939 |
5.42%
57 out of 1051 |
US Inflation Adjusted | +3.47% |
+16.07%
Apr 2009 - Mar 2018 |
-6.23%
Jul 1933 - Jun 1942 |
17.41%
183 out of 1051 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.04% |
+23.58%
Nov 1975 - Oct 1985 |
-5.70%
Sep 1929 - Aug 1939 |
5.39%
56 out of 1039 |
US Inflation Adjusted | +3.61% |
+16.25%
Apr 2009 - Mar 2019 |
-5.44%
Jan 1965 - Dec 1974 |
18.58%
193 out of 1039 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.11% |
+23.71%
Nov 1975 - Oct 1986 |
-4.39%
Sep 1929 - Aug 1940 |
5.06%
52 out of 1027 |
US Inflation Adjusted | +3.89% |
+16.12%
Nov 1975 - Oct 1986 |
-4.96%
Jan 1964 - Dec 1974 |
17.14%
176 out of 1027 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.75% |
+22.69%
Dec 1974 - Nov 1986 |
-4.58%
May 1930 - Apr 1942 |
4.53%
46 out of 1015 |
US Inflation Adjusted | +3.74% |
+15.16%
Jan 1975 - Dec 1986 |
-4.51%
Jan 1963 - Dec 1974 |
17.04%
173 out of 1015 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.77% |
+21.14%
Sep 1974 - Aug 1987 |
-4.45%
Sep 1929 - Aug 1942 |
4.19%
42 out of 1003 |
US Inflation Adjusted | +3.93% |
+14.02%
Apr 2009 - Mar 2022 |
-4.24%
Jan 1962 - Dec 1974 |
14.86%
149 out of 1003 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.98% |
+19.90%
Jan 1975 - Dec 1988 |
-2.42%
May 1928 - Apr 1942 |
3.53%
35 out of 991 |
US Inflation Adjusted | +4.11% |
+12.89%
Jan 1975 - Dec 1988 |
-3.92%
Jan 1961 - Dec 1974 |
15.84%
157 out of 991 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.08% |
+19.18%
Sep 1974 - Aug 1989 |
-1.75%
Sep 1929 - Aug 1944 |
1.84%
18 out of 979 |
US Inflation Adjusted | +3.92% |
+12.27%
Jan 1975 - Dec 1989 |
-3.70%
Jan 1960 - Dec 1974 |
13.07%
128 out of 979 |
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Annualized Rolling Returns - 16 Years (192 months)
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 967 |
US Inflation Adjusted | +3.61% |
+12.54%
Nov 1990 - Oct 2006 |
-3.56%
Jan 1959 - Dec 1974 |
10.96%
106 out of 967 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.29% |
+17.66%
Jan 1975 - Dec 1991 |
-0.06%
Sep 1957 - Aug 1974 |
0.10%
1 out of 955 |
US Inflation Adjusted | +3.91% |
+11.55%
Nov 1990 - Oct 2007 |
-3.42%
Dec 1957 - Nov 1974 |
9.42%
90 out of 955 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.36% |
+18.14%
Nov 1975 - Oct 1993 |
+0.20%
Jan 1957 - Dec 1974 |
0.00%
0 out of 943 |
US Inflation Adjusted | +4.01% |
+11.91%
Nov 1975 - Oct 1993 |
-3.25%
Jan 1957 - Dec 1974 |
8.59%
81 out of 943 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.90% |
+17.89%
Oct 1974 - Sep 1993 |
+0.20%
Dec 1955 - Nov 1974 |
0.00%
0 out of 931 |
US Inflation Adjusted | +4.30% |
+11.54%
Oct 1974 - Sep 1993 |
-3.18%
Jan 1956 - Dec 1974 |
7.41%
69 out of 931 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.94% |
+16.14%
Sep 1974 - Aug 1994 |
+0.23%
Jan 1955 - Dec 1974 |
0.00%
0 out of 919 |
US Inflation Adjusted | +4.76% |
+10.13%
Jan 1975 - Dec 1994 |
-3.04%
Jan 1955 - Dec 1974 |
7.73%
71 out of 919 |
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To obtain comprehensive information, please consult the Vanguard Real Estate (VNQ) ETF: Historical Returns page.