Vanguard Small-Cap Growth (VBK): Rolling Returns

Data Source: from January 2005 to June 2024 (~20 years)
Consolidated Returns as of 30 June 2024

Holding the Vanguard Small-Cap Growth (VBK) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~20 years), the longest period with a negative return lasted 55 months (from January 2005 to July 2009).

This means that every rolling period of 56 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard Small-Cap Growth (VBK) 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.

VANGUARD SMALL-CAP GROWTH (VBK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2005 - 30 June 2024 (~20 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.17% +83.58%
Apr 2020 - Mar 2021
-43.98%
Mar 2008 - Feb 2009
25.11%
56 out of 223
US Inflation Adjusted +10.00% +78.90%
Apr 2020 - Mar 2021
-43.99%
Mar 2008 - Feb 2009
29.15%
65 out of 223
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.00% +54.57%
Mar 2009 - Feb 2011
-26.92%
Mar 2007 - Feb 2009
22.27%
47 out of 211
US Inflation Adjusted +7.87% +51.34%
Mar 2009 - Feb 2011
-28.40%
Mar 2007 - Feb 2009
26.07%
55 out of 211
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.38% +34.67%
Mar 2009 - Feb 2012
-17.05%
Mar 2006 - Feb 2009
17.09%
34 out of 199
US Inflation Adjusted +8.05% +31.53%
Mar 2009 - Feb 2012
-18.81%
Mar 2006 - Feb 2009
23.62%
47 out of 199
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.54% +28.96%
Mar 2009 - Feb 2013
-9.11%
Mar 2005 - Feb 2009
8.02%
15 out of 187
US Inflation Adjusted +7.94% +26.06%
Mar 2009 - Feb 2013
-11.36%
Mar 2005 - Feb 2009
15.51%
29 out of 187
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.74% +30.00%
Mar 2009 - Feb 2014
+1.18%
Sep 2005 - Aug 2010
0.00%
0 out of 175
US Inflation Adjusted +7.50% +27.37%
Mar 2009 - Feb 2014
-0.93%
Sep 2005 - Aug 2010
2.29%
4 out of 175
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.44% +25.47%
Mar 2009 - Feb 2015
+3.12%
Oct 2005 - Sep 2011
0.00%
0 out of 163
US Inflation Adjusted +8.54% +23.37%
Mar 2009 - Feb 2015
+0.89%
Oct 2005 - Sep 2011
0.00%
0 out of 163
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.85% +18.57%
Mar 2009 - Feb 2016
+5.66%
Jan 2005 - Dec 2011
0.00%
0 out of 151
US Inflation Adjusted +8.86% +16.73%
Mar 2009 - Feb 2016
+3.13%
Jan 2005 - Dec 2011
0.00%
0 out of 151
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.12% +19.75%
Mar 2009 - Feb 2017
+6.44%
Jul 2014 - Jun 2022
0.00%
0 out of 139
US Inflation Adjusted +7.98% +17.72%
Mar 2009 - Feb 2017
+3.50%
Jun 2015 - May 2023
0.00%
0 out of 139
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.12% +19.36%
Mar 2009 - Feb 2018
+6.15%
Nov 2014 - Oct 2023
0.00%
0 out of 127
US Inflation Adjusted +8.07% +17.26%
Mar 2009 - Feb 2018
+3.14%
Nov 2014 - Oct 2023
0.00%
0 out of 127
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.29% +18.57%
Mar 2009 - Feb 2019
+6.26%
Nov 2013 - Oct 2023
0.00%
0 out of 115
US Inflation Adjusted +8.02% +16.51%
Mar 2009 - Feb 2019
+3.39%
Nov 2013 - Oct 2023
0.00%
0 out of 115
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.01% +17.12%
Mar 2009 - Feb 2020
+7.64%
Mar 2005 - Feb 2016
0.00%
0 out of 103
US Inflation Adjusted +7.56% +15.03%
Mar 2009 - Feb 2020
+5.61%
Mar 2005 - Feb 2016
0.00%
0 out of 103
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.00% +19.78%
Mar 2009 - Feb 2021
+8.06%
Jan 2007 - Dec 2018
0.00%
0 out of 91
US Inflation Adjusted +7.61% +17.66%
Mar 2009 - Feb 2021
+5.69%
May 2011 - Apr 2023
0.00%
0 out of 91
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.22% +16.90%
Mar 2009 - Feb 2022
+7.07%
Apr 2007 - Mar 2020
0.00%
0 out of 79
US Inflation Adjusted +7.96% +14.46%
Dec 2008 - Nov 2021
+5.20%
Apr 2007 - Mar 2020
0.00%
0 out of 79
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.80% +14.72%
Mar 2009 - Feb 2023
+6.83%
Apr 2006 - Mar 2020
0.00%
0 out of 67
US Inflation Adjusted +8.54% +11.89%
Mar 2009 - Feb 2023
+4.89%
Apr 2006 - Mar 2020
0.00%
0 out of 67
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.91% +14.85%
Mar 2009 - Feb 2024
+7.47%
Oct 2007 - Sep 2022
0.00%
0 out of 55
US Inflation Adjusted +7.89% +11.98%
Mar 2009 - Feb 2024
+4.98%
Oct 2007 - Sep 2022
0.00%
0 out of 55
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.16% +12.45%
May 2005 - Apr 2021
+6.93%
Nov 2007 - Oct 2023
0.00%
0 out of 43
US Inflation Adjusted +6.60% +10.22%
May 2005 - Apr 2021
+4.39%
Nov 2007 - Oct 2023
0.00%
0 out of 43
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.70% +10.98%
Jan 2005 - Dec 2021
+7.71%
Nov 2006 - Oct 2023
0.00%
0 out of 31
US Inflation Adjusted +6.11% +8.51%
Jan 2005 - Dec 2021
+5.08%
Nov 2006 - Oct 2023
0.00%
0 out of 31
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.80% +9.30%
May 2005 - Apr 2023
+8.14%
Nov 2005 - Oct 2023
0.00%
0 out of 19
US Inflation Adjusted +6.16% +6.61%
May 2005 - Apr 2023
+5.56%
Nov 2005 - Oct 2023
0.00%
0 out of 19
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.33% +9.66%
Apr 2005 - Mar 2024
+8.96%
Jan 2005 - Dec 2023
0.00%
0 out of 7
US Inflation Adjusted +6.59% +6.92%
Apr 2005 - Mar 2024
+6.26%
Jan 2005 - Dec 2023
0.00%
0 out of 7
19 Years Annualized Rolling Returns
Timeframes ending in every month

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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the Vanguard Small-Cap Growth (VBK) ETF: Historical Returns page.