Consolidated Returns as of 31 March 2024
Holding the Vanguard Small-Cap Value (VBR) 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 72 months (from April 2014 to March 2020).
This means that every rolling period of 73 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard Small-Cap Value (VBR) 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 | +10.30% |
+90.35%
Apr 2020 - Mar 2021 |
-45.43%
Mar 2008 - Feb 2009 |
30.45%
67 out of 220 |
US Inflation Adjusted | +8.12% |
+85.49%
Apr 2020 - Mar 2021 |
-45.44%
Mar 2008 - Feb 2009 |
34.55%
76 out of 220 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.23% |
+51.33%
Mar 2009 - Feb 2011 |
-31.52%
Mar 2007 - Feb 2009 |
21.15%
44 out of 208 |
US Inflation Adjusted | +7.14% |
+48.16%
Mar 2009 - Feb 2011 |
-32.90%
Mar 2007 - Feb 2009 |
25.48%
53 out of 208 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.61% |
+31.70%
Mar 2009 - Feb 2012 |
-19.13%
Mar 2006 - Feb 2009 |
16.33%
32 out of 196 |
US Inflation Adjusted | +7.58% |
+28.63%
Mar 2009 - Feb 2012 |
-20.86%
Mar 2006 - Feb 2009 |
20.41%
40 out of 196 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.76% |
+27.95%
Mar 2009 - Feb 2013 |
-11.57%
Mar 2005 - Feb 2009 |
14.67%
27 out of 184 |
US Inflation Adjusted | +5.91% |
+25.08%
Mar 2009 - Feb 2013 |
-13.76%
Mar 2005 - Feb 2009 |
21.20%
39 out of 184 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.39% |
+28.12%
Mar 2009 - Feb 2014 |
-2.09%
Apr 2015 - Mar 2020 |
3.49%
6 out of 172 |
US Inflation Adjusted | +6.16% |
+25.53%
Mar 2009 - Feb 2014 |
-3.83%
Apr 2015 - Mar 2020 |
12.21%
21 out of 172 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.39% |
+25.04%
Mar 2009 - Feb 2015 |
-0.06%
Apr 2014 - Mar 2020 |
0.63%
1 out of 160 |
US Inflation Adjusted | +6.99% |
+22.95%
Mar 2009 - Feb 2015 |
-1.70%
Oct 2005 - Sep 2011 |
1.88%
3 out of 160 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.47% |
+19.05%
Apr 2009 - Mar 2016 |
+3.16%
Apr 2013 - Mar 2020 |
0.00%
0 out of 148 |
US Inflation Adjusted | +7.23% |
+17.18%
Mar 2009 - Feb 2016 |
+0.84%
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 | +8.85% |
+20.91%
Mar 2009 - Feb 2017 |
+5.10%
Apr 2012 - Mar 2020 |
0.00%
0 out of 136 |
US Inflation Adjusted | +6.83% |
+18.85%
Mar 2009 - Feb 2017 |
+2.72%
Jan 2005 - Dec 2012 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.08% |
+19.12%
Mar 2009 - Feb 2018 |
+4.60%
Apr 2011 - Mar 2020 |
0.00%
0 out of 124 |
US Inflation Adjusted | +6.70% |
+17.03%
Mar 2009 - Feb 2018 |
+2.92%
Apr 2011 - Mar 2020 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.57% |
+17.57%
Mar 2009 - Feb 2019 |
+5.89%
Feb 2006 - Jan 2016 |
0.00%
0 out of 112 |
US Inflation Adjusted | +7.48% |
+15.53%
Mar 2009 - Feb 2019 |
+4.04%
Feb 2006 - Jan 2016 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.90% |
+15.00%
Mar 2009 - Feb 2020 |
+6.84%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +7.34% |
+12.95%
Mar 2009 - Feb 2020 |
+4.82%
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 | +8.97% |
+16.57%
Mar 2009 - Feb 2021 |
+5.53%
Apr 2008 - Mar 2020 |
0.00%
0 out of 88 |
US Inflation Adjusted | +6.98% |
+14.51%
Mar 2009 - Feb 2021 |
+3.87%
Apr 2008 - Mar 2020 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.41% |
+16.22%
Mar 2009 - Feb 2022 |
+3.80%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
US Inflation Adjusted | +7.04% |
+13.65%
Mar 2009 - Feb 2022 |
+1.98%
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 | +8.85% |
+14.93%
Mar 2009 - Feb 2023 |
+4.19%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +6.70% |
+12.11%
Mar 2009 - Feb 2023 |
+2.30%
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 | +8.35% |
+14.63%
Mar 2009 - Feb 2024 |
+5.33%
Apr 2005 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +6.01% |
+11.76%
Mar 2009 - Feb 2024 |
+3.31%
Apr 2005 - Mar 2020 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.30% |
+9.92%
May 2005 - Apr 2021 |
+6.63%
Jun 2007 - May 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +5.91% |
+7.74%
May 2005 - Apr 2021 |
+4.11%
Jun 2007 - May 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.02% |
+9.23%
Apr 2005 - Mar 2022 |
+6.99%
Nov 2006 - Oct 2023 |
0.00%
0 out of 28 |
US Inflation Adjusted | +5.43% |
+6.70%
Apr 2005 - Mar 2022 |
+4.38%
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 | +8.15% |
+8.71%
Feb 2005 - Jan 2023 |
+7.64%
Nov 2005 - Oct 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +5.49% |
+6.03%
Feb 2005 - Jan 2023 |
+5.07%
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 | +8.44% |
+8.97%
Apr 2005 - Mar 2024 |
+8.38%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +5.74% |
+6.25%
Apr 2005 - Mar 2024 |
+5.69%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Vanguard Small-Cap Value (VBR) ETF: Historical Returns page.