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

Data Source: from January 2011 to June 2024 (~14 years)
Consolidated Returns as of 30 June 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 (~14 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 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2011 - 30 June 2024 (~14 years)
Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.30% +104.71%
Apr 2020 - Mar 2021
-30.95%
Apr 2019 - Mar 2020
30.46%
46 out of 151
US Inflation Adjusted +6.13% +99.49%
Apr 2020 - Mar 2021
-31.98%
Apr 2019 - Mar 2020
35.76%
54 out of 151
1 Year Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.50% +45.47%
Apr 2020 - Mar 2022
-17.18%
Apr 2018 - Mar 2020
15.11%
21 out of 139
US Inflation Adjusted +8.64% +37.83%
Apr 2020 - Mar 2022
-18.57%
Apr 2018 - Mar 2020
21.58%
30 out of 139
2 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.74% +25.26%
Apr 2020 - Mar 2023
-8.82%
Apr 2017 - Mar 2020
8.66%
11 out of 127
US Inflation Adjusted +8.37% +21.88%
Oct 2011 - Sep 2014
-10.53%
Apr 2017 - Mar 2020
11.81%
15 out of 127
3 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.17% +21.82%
Apr 2020 - Mar 2024
-1.50%
Apr 2016 - Mar 2020
0.87%
1 out of 115
US Inflation Adjusted +7.80% +16.16%
Apr 2020 - Mar 2024
-3.47%
Apr 2016 - Mar 2020
6.09%
7 out of 115
4 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.94% +17.90%
Oct 2011 - Sep 2016
-1.87%
Apr 2015 - Mar 2020
0.97%
1 out of 103
US Inflation Adjusted +6.73% +16.44%
Oct 2011 - Sep 2016
-3.61%
Apr 2015 - Mar 2020
6.80%
7 out of 103
5 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.72% +18.30%
Oct 2011 - Sep 2017
-0.54%
Apr 2014 - Mar 2020
1.10%
1 out of 91
US Inflation Adjusted +7.28% +16.65%
Oct 2011 - Sep 2017
-2.01%
Apr 2014 - Mar 2020
2.20%
2 out of 91
6 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.89% +17.69%
Oct 2011 - Sep 2018
+3.10%
Apr 2013 - Mar 2020
0.00%
0 out of 79
US Inflation Adjusted +7.40% +15.91%
Oct 2011 - Sep 2018
+1.55%
Apr 2013 - Mar 2020
0.00%
0 out of 79
7 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.44% +14.07%
Oct 2011 - Sep 2019
+4.64%
Apr 2012 - Mar 2020
0.00%
0 out of 67
US Inflation Adjusted +6.70% +12.32%
Oct 2011 - Sep 2019
+3.07%
Apr 2012 - Mar 2020
0.00%
0 out of 67
8 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.79% +14.69%
Jun 2012 - May 2021
+4.69%
Apr 2011 - Mar 2020
0.00%
0 out of 55
US Inflation Adjusted +6.22% +12.67%
Jun 2012 - May 2021
+2.96%
Nov 2014 - Oct 2023
0.00%
0 out of 55
9 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.87% +14.81%
Oct 2011 - Sep 2021
+6.37%
Nov 2013 - Oct 2023
0.00%
0 out of 43
US Inflation Adjusted +8.20% +12.65%
Oct 2011 - Sep 2021
+3.49%
Nov 2013 - Oct 2023
0.00%
0 out of 43
10 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.62% +11.83%
Dec 2011 - Nov 2022
+8.61%
Jul 2013 - Jun 2024
0.00%
0 out of 31
US Inflation Adjusted +7.83% +9.38%
Jan 2011 - Dec 2021
+5.71%
Jul 2013 - Jun 2024
0.00%
0 out of 31
11 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.08% +11.40%
Oct 2011 - Sep 2023
+9.02%
Jun 2011 - May 2023
0.00%
0 out of 19
US Inflation Adjusted +7.28% +8.61%
Oct 2011 - Sep 2023
+6.33%
Jun 2011 - May 2023
0.00%
0 out of 19
12 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.58% +10.10%
Jan 2011 - Dec 2023
+9.03%
May 2011 - Apr 2024
0.00%
0 out of 7
US Inflation Adjusted +6.82% +7.28%
Jan 2011 - Dec 2023
+6.26%
May 2011 - Apr 2024
0.00%
0 out of 7
13 Years Annualized Rolling Returns
Timeframes ending in every month

Loading data
Please wait
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Loading data
Please wait

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