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

Data Source: from January 2011 to April 2024 (~13 years)
Consolidated Returns as of 30 April 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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 2011 - 30 April 2024 (~13 years)
Inflation Adjusted:

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 		30.87%
46 out of 149
US Inflation Adjusted +6.13% +99.49%
Apr 2020 - Mar 2021 		-31.98%
Apr 2019 - Mar 2020 		36.24%
54 out of 149
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 +10.74% +45.47%
Apr 2020 - Mar 2022 		-17.18%
Apr 2018 - Mar 2020 		15.33%
21 out of 137
US Inflation Adjusted +8.73% +37.83%
Apr 2020 - Mar 2022 		-18.57%
Apr 2018 - Mar 2020 		21.17%
29 out of 137
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 +10.76% +25.26%
Apr 2020 - Mar 2023 		-8.82%
Apr 2017 - Mar 2020 		7.20%
9 out of 125
US Inflation Adjusted +8.44% +21.88%
Oct 2011 - Sep 2014 		-10.53%
Apr 2017 - Mar 2020 		10.40%
13 out of 125
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% +21.75%
Apr 2020 - Mar 2024 		-1.50%
Apr 2016 - Mar 2020 		0.88%
1 out of 113
US Inflation Adjusted +7.76% +16.10%
Apr 2020 - Mar 2024 		-3.47%
Apr 2016 - Mar 2020 		6.19%
7 out of 113
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 +8.94% +17.90%
Oct 2011 - Sep 2016 		-1.87%
Apr 2015 - Mar 2020 		0.99%
1 out of 101
US Inflation Adjusted +6.81% +16.44%
Oct 2011 - Sep 2016 		-3.61%
Apr 2015 - Mar 2020 		6.93%
7 out of 101
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 +10.05% +18.30%
Oct 2011 - Sep 2017 		-0.54%
Apr 2014 - Mar 2020 		1.12%
1 out of 89
US Inflation Adjusted +7.35% +16.65%
Oct 2011 - Sep 2017 		-2.01%
Apr 2014 - Mar 2020 		2.25%
2 out of 89
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 +9.92% +17.69%
Oct 2011 - Sep 2018 		+3.10%
Apr 2013 - Mar 2020 		0.00%
0 out of 77
US Inflation Adjusted +7.54% +15.91%
Oct 2011 - Sep 2018 		+1.55%
Apr 2013 - Mar 2020 		0.00%
0 out of 77
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 +9.51% +14.07%
Oct 2011 - Sep 2019 		+4.64%
Apr 2012 - Mar 2020 		0.00%
0 out of 65
US Inflation Adjusted +6.71% +12.32%
Oct 2011 - Sep 2019 		+3.07%
Apr 2012 - Mar 2020 		0.00%
0 out of 65
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 +9.07% +14.69%
Jun 2012 - May 2021 		+4.69%
Apr 2011 - Mar 2020 		0.00%
0 out of 53
US Inflation Adjusted +6.40% +12.67%
Jun 2012 - May 2021 		+2.96%
Nov 2014 - Oct 2023 		0.00%
0 out of 53
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 +10.94% +14.81%
Oct 2011 - Sep 2021 		+6.37%
Nov 2013 - Oct 2023 		0.00%
0 out of 41
US Inflation Adjusted +8.21% +12.65%
Oct 2011 - Sep 2021 		+3.49%
Nov 2013 - Oct 2023 		0.00%
0 out of 41
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 +10.66% +11.83%
Dec 2011 - Nov 2022 		+8.87%
May 2013 - Apr 2024 		0.00%
0 out of 29
US Inflation Adjusted +7.86% +9.38%
Jan 2011 - Dec 2021 		+5.96%
May 2013 - Apr 2024 		0.00%
0 out of 29
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 17
US Inflation Adjusted +7.27% +8.61%
Oct 2011 - Sep 2023 		+6.33%
Jun 2011 - May 2023 		0.00%
0 out of 17
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 +9.66% +10.10%
Jan 2011 - Dec 2023 		+9.01%
May 2011 - Apr 2024 		0.00%
0 out of 5
US Inflation Adjusted +6.86% +7.28%
Jan 2011 - Dec 2023 		+6.27%
May 2011 - Apr 2024 		0.00%
0 out of 5
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.