Consolidated Returns as of 31 March 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 (~19 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.12% |
+83.58%
Apr 2020 - Mar 2021 |
-43.98%
Mar 2008 - Feb 2009 |
25.45%
56 out of 220 |
US Inflation Adjusted | +9.75% |
+78.90%
Apr 2020 - Mar 2021 |
-43.99%
Mar 2008 - Feb 2009 |
29.55%
65 out of 220 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.00% |
+54.57%
Mar 2009 - Feb 2011 |
-26.92%
Mar 2007 - Feb 2009 |
22.60%
47 out of 208 |
US Inflation Adjusted | +7.87% |
+51.34%
Mar 2009 - Feb 2011 |
-28.40%
Mar 2007 - Feb 2009 |
26.44%
55 out of 208 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.59% |
+34.67%
Mar 2009 - Feb 2012 |
-17.05%
Mar 2006 - Feb 2009 |
15.82%
31 out of 196 |
US Inflation Adjusted | +8.18% |
+31.53%
Mar 2009 - Feb 2012 |
-18.81%
Mar 2006 - Feb 2009 |
22.45%
44 out of 196 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.60% |
+28.96%
Mar 2009 - Feb 2013 |
-9.11%
Mar 2005 - Feb 2009 |
8.15%
15 out of 184 |
US Inflation Adjusted | +7.98% |
+26.06%
Mar 2009 - Feb 2013 |
-11.36%
Mar 2005 - Feb 2009 |
15.76%
29 out of 184 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.76% |
+30.00%
Mar 2009 - Feb 2014 |
+1.18%
Sep 2005 - Aug 2010 |
0.00%
0 out of 172 |
US Inflation Adjusted | +7.54% |
+27.37%
Mar 2009 - Feb 2014 |
-0.93%
Sep 2005 - Aug 2010 |
2.33%
4 out of 172 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.53% |
+25.47%
Mar 2009 - Feb 2015 |
+3.12%
Oct 2005 - Sep 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +8.75% |
+23.37%
Mar 2009 - Feb 2015 |
+0.89%
Oct 2005 - Sep 2011 |
0.00%
0 out of 160 |
Annualized Rolling Returns - 7 Years (84 months)
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 148 |
US Inflation Adjusted | +9.02% |
+16.73%
Mar 2009 - Feb 2016 |
+3.13%
Jan 2005 - Dec 2011 |
0.00%
0 out of 148 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.17% |
+19.75%
Mar 2009 - Feb 2017 |
+6.44%
Jul 2014 - Jun 2022 |
0.00%
0 out of 136 |
US Inflation Adjusted | +8.02% |
+17.72%
Mar 2009 - Feb 2017 |
+3.50%
Jun 2015 - May 2023 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.16% |
+19.36%
Mar 2009 - Feb 2018 |
+6.15%
Nov 2014 - Oct 2023 |
0.00%
0 out of 124 |
US Inflation Adjusted | +8.22% |
+17.26%
Mar 2009 - Feb 2018 |
+3.14%
Nov 2014 - Oct 2023 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.29% |
+18.57%
Mar 2009 - Feb 2019 |
+6.27%
Nov 2013 - Oct 2023 |
0.00%
0 out of 112 |
US Inflation Adjusted | +8.09% |
+16.51%
Mar 2009 - Feb 2019 |
+3.39%
Nov 2013 - Oct 2023 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.02% |
+17.12%
Mar 2009 - Feb 2020 |
+7.64%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +7.57% |
+15.03%
Mar 2009 - Feb 2020 |
+5.61%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.92% |
+19.78%
Mar 2009 - Feb 2021 |
+8.06%
Jan 2007 - Dec 2018 |
0.00%
0 out of 88 |
US Inflation Adjusted | +7.61% |
+17.66%
Mar 2009 - Feb 2021 |
+5.69%
May 2011 - Apr 2023 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.30% |
+16.90%
Mar 2009 - Feb 2022 |
+7.07%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
US Inflation Adjusted | +7.97% |
+14.46%
Dec 2008 - Nov 2021 |
+5.20%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 14 Years (168 months)
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 64 |
US Inflation Adjusted | +8.54% |
+11.89%
Mar 2009 - Feb 2023 |
+4.89%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.87% |
+14.85%
Mar 2009 - Feb 2024 |
+7.47%
Oct 2007 - Sep 2022 |
0.00%
0 out of 52 |
US Inflation Adjusted | +7.80% |
+11.98%
Mar 2009 - Feb 2024 |
+4.98%
Oct 2007 - Sep 2022 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.10% |
+12.45%
May 2005 - Apr 2021 |
+6.93%
Nov 2007 - Oct 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +6.60% |
+10.22%
May 2005 - Apr 2021 |
+4.39%
Nov 2007 - Oct 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.79% |
+10.98%
Jan 2005 - Dec 2021 |
+7.71%
Nov 2006 - Oct 2023 |
0.00%
0 out of 28 |
US Inflation Adjusted | +6.14% |
+8.51%
Jan 2005 - Dec 2021 |
+5.08%
Nov 2006 - Oct 2023 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 18 Years (216 months)
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 16 |
US Inflation Adjusted | +6.14% |
+6.61%
May 2005 - Apr 2023 |
+5.56%
Nov 2005 - Oct 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.99% |
+9.66%
Apr 2005 - Mar 2024 |
+8.96%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +6.27% |
+6.92%
Apr 2005 - Mar 2024 |
+6.26%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Vanguard Small-Cap Growth (VBK) ETF: Historical Returns page.