Consolidated Returns as of 30 April 2024
Holding the Vanguard S&P Small-Cap 600 (VIOO) 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 44 months (from August 2016 to March 2020).
This means that every rolling period of 45 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard S&P Small-Cap 600 (VIOO) 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 | +8.72% |
+96.23%
Apr 2020 - Mar 2021 |
-25.97%
Apr 2019 - Mar 2020 |
25.50%
38 out of 149 |
US Inflation Adjusted | +6.48% |
+91.22%
Apr 2020 - Mar 2021 |
-27.08%
Apr 2019 - Mar 2020 |
31.54%
47 out of 149 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.35% |
+40.60%
Apr 2020 - Mar 2022 |
-13.35%
Apr 2018 - Mar 2020 |
14.60%
20 out of 137 |
US Inflation Adjusted | +9.63% |
+33.22%
Apr 2020 - Mar 2022 |
-14.80%
Apr 2018 - Mar 2020 |
20.44%
28 out of 137 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.81% |
+22.71%
Oct 2011 - Sep 2014 |
-5.40%
Apr 2017 - Mar 2020 |
3.20%
4 out of 125 |
US Inflation Adjusted | +8.97% |
+20.81%
Oct 2011 - Sep 2014 |
-7.17%
Apr 2017 - Mar 2020 |
8.80%
11 out of 125 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.91% |
+20.21%
Apr 2020 - Mar 2024 |
+1.27%
Apr 2016 - Mar 2020 |
0.00%
0 out of 113 |
US Inflation Adjusted | +8.85% |
+16.23%
Oct 2011 - Sep 2015 |
-2.48%
Oct 2018 - Sep 2022 |
4.42%
5 out of 113 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.82% |
+17.66%
Oct 2011 - Sep 2016 |
+0.36%
Apr 2015 - Mar 2020 |
0.00%
0 out of 101 |
US Inflation Adjusted | +7.75% |
+16.20%
Oct 2011 - Sep 2016 |
-1.43%
Apr 2015 - Mar 2020 |
3.96%
4 out of 101 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.32% |
+18.25%
Oct 2011 - Sep 2017 |
+1.71%
Apr 2014 - Mar 2020 |
0.00%
0 out of 89 |
US Inflation Adjusted | +9.26% |
+16.61%
Oct 2011 - Sep 2017 |
+0.20%
Apr 2014 - Mar 2020 |
0.00%
0 out of 89 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.38% |
+18.35%
Oct 2011 - Sep 2018 |
+5.06%
Apr 2013 - Mar 2020 |
0.00%
0 out of 77 |
US Inflation Adjusted | +8.55% |
+16.55%
Oct 2011 - Sep 2018 |
+3.29%
Dec 2016 - Nov 2023 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.33% |
+14.45%
Oct 2011 - Sep 2019 |
+6.30%
Apr 2012 - Mar 2020 |
0.00%
0 out of 65 |
US Inflation Adjusted | +8.25% |
+12.70%
Oct 2011 - Sep 2019 |
+3.96%
Nov 2015 - Oct 2023 |
0.00%
0 out of 65 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.73% |
+15.30%
Jun 2012 - May 2021 |
+6.19%
Apr 2011 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +7.26% |
+13.26%
Jun 2012 - May 2021 |
+3.81%
Nov 2014 - Oct 2023 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.56% |
+15.61%
Oct 2011 - Sep 2021 |
+7.02%
Nov 2013 - Oct 2023 |
0.00%
0 out of 41 |
US Inflation Adjusted | +8.79% |
+13.44%
Oct 2011 - Sep 2021 |
+4.12%
Nov 2013 - Oct 2023 |
0.00%
0 out of 41 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.06% |
+13.02%
Jan 2011 - Dec 2021 |
+9.63%
Nov 2012 - Oct 2023 |
0.00%
0 out of 29 |
US Inflation Adjusted | +8.29% |
+10.56%
Jan 2011 - Dec 2021 |
+6.84%
Nov 2012 - Oct 2023 |
0.00%
0 out of 29 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.65% |
+11.77%
Oct 2011 - Sep 2023 |
+9.37%
May 2011 - Apr 2023 |
0.00%
0 out of 17 |
US Inflation Adjusted | +7.85% |
+8.97%
Oct 2011 - Sep 2023 |
+6.66%
May 2011 - Apr 2023 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.32% |
+10.68%
Jan 2011 - Dec 2023 |
+9.62%
May 2011 - Apr 2024 |
0.00%
0 out of 5 |
US Inflation Adjusted | +7.50% |
+7.85%
Jan 2011 - Dec 2023 |
+6.85%
May 2011 - Apr 2024 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the Vanguard S&P Small-Cap 600 (VIOO) ETF: Historical Returns page.