Vanguard S&P Small-Cap 600 Value (VIOV): Rolling Returns

Data Source: from January 2011 to February 2024 (~13 years)
Consolidated Returns as of 29 February 2024

Holding the Vanguard S&P Small-Cap 600 Value (VIOV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~13 years), the longest period with a negative return lasted 75 months (from January 2014 to March 2020).

This means that every rolling period of 76 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard S&P Small-Cap 600 Value (VIOV) 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 S&P SMALL-CAP 600 VALUE (VIOV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2011 - 29 February 2024 (~13 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -30.95 04/2019
03/2020
0.69$ -10.03 0.89$ 4.01 1.04$ 24.43 1.24$ 104.71 04/2020
03/2021
2.04$ 1.02 40.37%
2Y -17.18 04/2018
03/2020
0.68$ -3.28 0.93$ 9.57 1.20$ 20.16 1.44$ 45.47 04/2020
03/2022
2.11$ 0.49 20.62%
3Y -8.82 04/2017
03/2020
0.75$ 4.64 1.14$ 10.26 1.34$ 15.08 1.52$ 25.26 04/2020
03/2023
1.96$ 3.16 9.41%
4Y -1.50 04/2016
03/2020
0.94$ 3.91 1.16$ 8.54 1.38$ 11.47 1.54$ 13.66 06/2017
05/2021
1.66$ 12.09 1.37%
5Y -1.87 04/2015
03/2020
0.91$ 3.90 1.21$ 7.52 1.43$ 11.79 1.74$ 14.82 03/2016
02/2021
1.99$ 7.12 1.64%
6Y -0.54 04/2014
03/2020
0.96$ 3.65 1.24$ 7.90 1.57$ 12.10 1.98$ 13.78 03/2016
02/2022
2.16$ 6.65 2.04%
7Y 6.01 12/2016
11/2023
1.50$ 7.51 1.66$ 9.54 1.89$ 10.71 2.03$ 12.31 02/2016
01/2023
2.25$ 6.96 0.00%
8Y 6.81 06/2015
05/2023
1.69$ 7.24 1.74$ 8.60 1.93$ 9.44 2.05$ 10.30 03/2016
02/2024
2.19$ 10.30 0.00%
9Y 5.96 11/2014
10/2023
1.68$ 6.84 1.81$ 7.55 1.92$ 8.15 2.02$ 8.73 08/2014
07/2023
2.12$ 7.73 0.00%
10Y 7.59 03/2014
02/2024
2.07$ 7.59 2.07$ 7.59 2.07$ 7.59 2.07$ 7.59 03/2014
02/2024
2.07$ 7.59 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.98 04/2019
03/2020
0.68$ -13.61 0.86$ 1.47 1.01$ 21.61 1.21$ 99.49 04/2020
03/2021
1.99$ -1.65 46.79%
2Y -18.57 04/2018
03/2020
0.66$ -7.61 0.85$ 7.45 1.15$ 16.48 1.35$ 37.83 04/2020
03/2022
1.89$ -3.67 25.77%
3Y -10.53 04/2017
03/2020
0.71$ 0.20 1.00$ 7.79 1.25$ 10.79 1.36$ 18.91 04/2020
03/2023
1.68$ -2.24 12.94%
4Y -3.47 04/2016
03/2020
0.86$ 0.92 1.03$ 5.59 1.24$ 9.13 1.41$ 11.62 10/2014
09/2018
1.55$ 7.22 9.59%
5Y -3.61 04/2015
03/2020
0.83$ 0.51 1.02$ 4.53 1.24$ 8.98 1.53$ 12.44 03/2016
02/2021
1.79$ 2.90 11.48%
6Y -2.01 04/2014
03/2020
0.88$ 1.12 1.06$ 4.32 1.28$ 9.53 1.72$ 10.63 10/2015
09/2021
1.83$ 2.88 4.08%
7Y 2.42 12/2016
11/2023
1.18$ 3.88 1.30$ 6.22 1.52$ 8.46 1.76$ 9.43 06/2014
05/2021
1.87$ 3.38 0.00%
8Y 3.54 11/2015
10/2023
1.32$ 4.18 1.38$ 5.29 1.50$ 6.56 1.66$ 6.88 03/2014
02/2022
1.70$ 6.69 0.00%
9Y 2.96 11/2014
10/2023
1.30$ 3.77 1.39$ 4.51 1.48$ 4.99 1.54$ 5.76 08/2014
07/2023
1.65$ 4.49 0.00%
10Y 4.68 03/2014
02/2024
1.58$ 4.68 1.58$ 4.68 1.58$ 4.68 1.58$ 4.68 03/2014
02/2024
1.58$ 4.68 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -30.95 04/2019
03/2020
0.69$ -7.43 0.92$ 7.28 1.07$ 28.29 1.28$ 104.71 04/2020
03/2021
2.04$ 1.02 31.29%
2Y -17.18 04/2018
03/2020
0.68$ -1.24 0.97$ 10.79 1.22$ 23.10 1.51$ 45.47 04/2020
03/2022
2.11$ 0.49 15.56%
3Y -8.82 04/2017
03/2020
0.75$ 5.97 1.19$ 10.80 1.36$ 16.76 1.59$ 25.26 04/2020
03/2023
1.96$ 3.16 6.50%
4Y -1.50 04/2016
03/2020
0.94$ 5.60 1.24$ 9.94 1.46$ 13.59 1.66$ 17.12 10/2011
09/2015
1.88$ 12.09 0.90%
5Y -1.87 04/2015
03/2020
0.91$ 4.95 1.27$ 9.37 1.56$ 14.50 1.96$ 17.90 10/2011
09/2016
2.27$ 7.12 1.01%
6Y -0.54 04/2014
03/2020
0.96$ 5.59 1.38$ 10.09 1.78$ 13.75 2.16$ 18.30 10/2011
09/2017
2.74$ 6.65 1.15%
7Y 3.10 04/2013
03/2020
1.23$ 6.65 1.56$ 10.15 1.96$ 12.22 2.24$ 17.69 10/2011
09/2018
3.12$ 6.96 0.00%
8Y 4.64 04/2012
03/2020
1.43$ 7.44 1.77$ 9.56 2.07$ 11.85 2.44$ 14.07 10/2011
09/2019
2.86$ 10.30 0.00%
9Y 4.69 04/2011
03/2020
1.51$ 7.30 1.88$ 9.14 2.19$ 12.74 2.94$ 14.69 06/2012
05/2021
3.43$ 7.73 0.00%
10Y 6.37 11/2013
10/2023
1.85$ 8.08 2.17$ 10.97 2.83$ 12.69 3.30$ 14.81 10/2011
09/2021
3.97$ 7.59 0.00%
11Y 9.00 11/2012
10/2023
2.58$ 9.61 2.74$ 10.81 3.09$ 11.52 3.31$ 11.83 12/2011
11/2022
3.42$ 9.61 0.00%
12Y 9.02 06/2011
05/2023
2.81$ 9.17 2.86$ 10.07 3.16$ 11.06 3.52$ 11.40 10/2011
09/2023
3.65$ 10.07 0.00%
13Y 9.51 03/2011
02/2024
3.25$ 9.51 3.25$ 9.77 3.36$ 10.10 3.49$ 10.10 01/2011
12/2023
3.49$ 9.51 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.98 04/2019
03/2020
0.68$ -11.49 0.88$ 6.13 1.06$ 25.84 1.25$ 99.49 04/2020
03/2021
1.99$ -1.65 36.73%
2Y -18.57 04/2018
03/2020
0.66$ -3.67 0.92$ 8.96 1.18$ 19.74 1.43$ 37.83 04/2020
03/2022
1.89$ -3.67 20.00%
3Y -10.53 04/2017
03/2020
0.71$ 2.90 1.08$ 8.48 1.27$ 14.57 1.50$ 21.88 10/2011
09/2014
1.81$ -2.24 8.94%
4Y -3.47 04/2016
03/2020
0.86$ 2.52 1.10$ 7.76 1.34$ 12.09 1.57$ 15.75 10/2011
09/2015
1.79$ 7.22 6.31%
5Y -3.61 04/2015
03/2020
0.83$ 1.56 1.08$ 6.81 1.39$ 12.51 1.80$ 16.44 10/2011
09/2016
2.14$ 2.90 7.07%
6Y -2.01 04/2014
03/2020
0.88$ 2.36 1.15$ 7.92 1.57$ 11.92 1.96$ 16.65 10/2011
09/2017
2.51$ 2.88 2.30%
7Y 1.55 04/2013
03/2020
1.11$ 3.57 1.27$ 7.57 1.66$ 10.39 1.99$ 15.91 10/2011
09/2018
2.81$ 3.38 0.00%
8Y 3.07 04/2012
03/2020
1.27$ 4.36 1.40$ 6.87 1.70$ 10.13 2.16$ 12.32 10/2011
09/2019
2.53$ 6.69 0.00%
9Y 2.96 11/2014
10/2023
1.30$ 4.49 1.48$ 6.51 1.76$ 10.55 2.46$ 12.67 06/2012
05/2021
2.92$ 4.49 0.00%
10Y 3.49 11/2013
10/2023
1.40$ 5.16 1.65$ 8.35 2.23$ 10.70 2.76$ 12.65 10/2011
09/2021
3.29$ 4.68 0.00%
11Y 6.23 11/2012
10/2023
1.94$ 6.80 2.06$ 8.09 2.35$ 8.84 2.53$ 9.38 01/2011
12/2021
2.68$ 6.80 0.00%
12Y 6.33 06/2011
05/2023
2.08$ 6.46 2.11$ 7.31 2.33$ 8.29 2.60$ 8.61 10/2011
09/2023
2.69$ 7.31 0.00%
13Y 6.74 03/2011
02/2024
2.33$ 6.74 2.33$ 6.97 2.40$ 7.28 2.49$ 7.28 01/2011
12/2023
2.49$ 6.74 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.28% +104.71%
Apr 2020 - Mar 2021
-30.95%
Apr 2019 - Mar 2020
31.29%
46 out of 147
US Inflation Adjusted +6.13% +99.49%
Apr 2020 - Mar 2021
-31.98%
Apr 2019 - Mar 2020
36.73%
54 out of 147
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 +10.79% +45.47%
Apr 2020 - Mar 2022
-17.18%
Apr 2018 - Mar 2020
15.56%
21 out of 135
US Inflation Adjusted +8.96% +37.83%
Apr 2020 - Mar 2022
-18.57%
Apr 2018 - Mar 2020
20.00%
27 out of 135
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 +10.80% +25.26%
Apr 2020 - Mar 2023
-8.82%
Apr 2017 - Mar 2020
6.50%
8 out of 123
US Inflation Adjusted +8.48% +21.88%
Oct 2011 - Sep 2014
-10.53%
Apr 2017 - Mar 2020
8.94%
11 out of 123
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 +9.94% +17.12%
Oct 2011 - Sep 2015
-1.50%
Apr 2016 - Mar 2020
0.90%
1 out of 111
US Inflation Adjusted +7.76% +15.75%
Oct 2011 - Sep 2015
-3.47%
Apr 2016 - Mar 2020
6.31%
7 out of 111
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 +9.37% +17.90%
Oct 2011 - Sep 2016
-1.87%
Apr 2015 - Mar 2020
1.01%
1 out of 99
US Inflation Adjusted +6.81% +16.44%
Oct 2011 - Sep 2016
-3.61%
Apr 2015 - Mar 2020
7.07%
7 out of 99
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 +10.09% +18.30%
Oct 2011 - Sep 2017
-0.54%
Apr 2014 - Mar 2020
1.15%
1 out of 87
US Inflation Adjusted +7.92% +16.65%
Oct 2011 - Sep 2017
-2.01%
Apr 2014 - Mar 2020
2.30%
2 out of 87
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 +10.15% +17.69%
Oct 2011 - Sep 2018
+3.10%
Apr 2013 - Mar 2020
0.00%
0 out of 75
US Inflation Adjusted +7.57% +15.91%
Oct 2011 - Sep 2018
+1.55%
Apr 2013 - Mar 2020
0.00%
0 out of 75
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 +9.56% +14.07%
Oct 2011 - Sep 2019
+4.64%
Apr 2012 - Mar 2020
0.00%
0 out of 63
US Inflation Adjusted +6.87% +12.32%
Oct 2011 - Sep 2019
+3.07%
Apr 2012 - Mar 2020
0.00%
0 out of 63
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 +9.14% +14.69%
Jun 2012 - May 2021
+4.69%
Apr 2011 - Mar 2020
0.00%
0 out of 51
US Inflation Adjusted +6.51% +12.67%
Jun 2012 - May 2021
+2.96%
Nov 2014 - Oct 2023
0.00%
0 out of 51
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 +10.97% +14.81%
Oct 2011 - Sep 2021
+6.37%
Nov 2013 - Oct 2023
0.00%
0 out of 39
US Inflation Adjusted +8.35% +12.65%
Oct 2011 - Sep 2021
+3.49%
Nov 2013 - Oct 2023
0.00%
0 out of 39
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 +10.81% +11.83%
Dec 2011 - Nov 2022
+9.00%
Nov 2012 - Oct 2023
0.00%
0 out of 27
US Inflation Adjusted +8.09% +9.38%
Jan 2011 - Dec 2021
+6.23%
Nov 2012 - Oct 2023
0.00%
0 out of 27
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 +10.07% +11.40%
Oct 2011 - Sep 2023
+9.02%
Jun 2011 - May 2023
0.00%
0 out of 15
US Inflation Adjusted +7.31% +8.61%
Oct 2011 - Sep 2023
+6.33%
Jun 2011 - May 2023
0.00%
0 out of 15
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 +9.77% +10.10%
Jan 2011 - Dec 2023
+9.51%
Mar 2011 - Feb 2024
0.00%
0 out of 3
US Inflation Adjusted +6.97% +7.28%
Jan 2011 - Dec 2023
+6.74%
Mar 2011 - Feb 2024
0.00%
0 out of 3
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Vanguard S&P Small-Cap 600 Value (VIOV) ETF: Historical Returns page.