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

Time Period: from January 2011 to October 2024 (~14 years)
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When holding the Vanguard S&P Small-Cap 600 (VIOO) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~14 years), the longest duration with a negative return was 44 months (from August 2016 to March 2020).

This indicates that, within the same timeframe, any rolling period of 45 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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 (VIOO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 November 2014 - 31 October 2024 (10 Years)
Time Period: 1 January 2011 - 31 October 2024 (~14 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

VANGUARD S&P SMALL-CAP 600 (VIOO) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2011 - 31 October 2024 (~14 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-25.97%
Apr 2019 - Mar 2020
+9.11% +96.23%
Apr 2020 - Mar 2021
24.52%
38 out of 155
-27.08%
Apr 2019 - Mar 2020
+7.01% +91.22%
Apr 2020 - Mar 2021
30.32%
47 out of 155
-13.35%
Apr 2018 - Mar 2020
+11.00% +40.60%
Apr 2020 - Mar 2022
13.99%
20 out of 143
-14.80%
Apr 2018 - Mar 2020
+8.98% +33.22%
Apr 2020 - Mar 2022
20.28%
29 out of 143
-5.40%
Apr 2017 - Mar 2020
+10.97% +22.71%
Oct 2011 - Sep 2014
3.82%
5 out of 131
-7.17%
Apr 2017 - Mar 2020
+8.73% +20.81%
Oct 2011 - Sep 2014
12.98%
17 out of 131
+1.27%
Apr 2016 - Mar 2020
+11.38% +20.20%
Apr 2020 - Mar 2024
0.00%
0 out of 119
-2.48%
Oct 2018 - Sep 2022
+8.85% +16.23%
Oct 2011 - Sep 2015
4.20%
5 out of 119
+0.36%
Apr 2015 - Mar 2020
+9.89% +17.66%
Oct 2011 - Sep 2016
0.00%
0 out of 107
-1.43%
Apr 2015 - Mar 2020
+7.69% +16.20%
Oct 2011 - Sep 2016
3.74%
4 out of 107
+1.71%
Apr 2014 - Mar 2020
+10.41% +18.25%
Oct 2011 - Sep 2017
0.00%
0 out of 95
+0.20%
Apr 2014 - Mar 2020
+7.92% +16.61%
Oct 2011 - Sep 2017
0.00%
0 out of 95
+5.06%
Apr 2013 - Mar 2020
+10.74% +18.35%
Oct 2011 - Sep 2018
0.00%
0 out of 83
+3.29%
Dec 2016 - Nov 2023
+7.93% +16.55%
Oct 2011 - Sep 2018
0.00%
0 out of 83
+6.30%
Apr 2012 - Mar 2020
+10.24% +14.45%
Oct 2011 - Sep 2019
0.00%
0 out of 71
+3.96%
Nov 2015 - Oct 2023
+7.77% +12.70%
Oct 2011 - Sep 2019
0.00%
0 out of 71
+6.19%
Apr 2011 - Mar 2020
+9.71% +15.30%
Jun 2012 - May 2021
0.00%
0 out of 59
+3.81%
Nov 2014 - Oct 2023
+7.00% +13.26%
Jun 2012 - May 2021
0.00%
0 out of 59
+7.02%
Nov 2013 - Oct 2023
+11.11% +15.61%
Oct 2011 - Sep 2021
0.00%
0 out of 47
+4.12%
Nov 2013 - Oct 2023
+8.26% +13.44%
Oct 2011 - Sep 2021
0.00%
0 out of 47
+8.93%
Nov 2013 - Oct 2024
+10.67% +13.02%
Jan 2011 - Dec 2021
0.00%
0 out of 35
+6.02%
Nov 2013 - Oct 2024
+8.00% +10.56%
Jan 2011 - Dec 2021
0.00%
0 out of 35
+9.37%
May 2011 - Apr 2023
+10.75% +11.88%
Aug 2012 - Jul 2024
0.00%
0 out of 23
+6.66%
May 2011 - Apr 2023
+7.92% +8.97%
Aug 2012 - Jul 2024
0.00%
0 out of 23
+9.61%
May 2011 - Apr 2024
+10.34% +12.77%
Oct 2011 - Sep 2024
0.00%
0 out of 11
+6.83%
May 2011 - Apr 2024
+7.52% +9.96%
Oct 2011 - Sep 2024
0.00%
0 out of 11
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