Consolidated Returns as of 30 June 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 (~14 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.
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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 |
25.17%
38 out of 151 |
US Inflation Adjusted | +6.48% |
+91.22%
Apr 2020 - Mar 2021 |
-27.08%
Apr 2019 - Mar 2020 |
31.13%
47 out of 151 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.00% |
+40.60%
Apr 2020 - Mar 2022 |
-13.35%
Apr 2018 - Mar 2020 |
14.39%
20 out of 139 |
US Inflation Adjusted | +9.05% |
+33.22%
Apr 2020 - Mar 2022 |
-14.80%
Apr 2018 - Mar 2020 |
20.86%
29 out of 139 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.71% |
+22.71%
Oct 2011 - Sep 2014 |
-5.40%
Apr 2017 - Mar 2020 |
3.94%
5 out of 127 |
US Inflation Adjusted | +8.85% |
+20.81%
Oct 2011 - Sep 2014 |
-7.17%
Apr 2017 - Mar 2020 |
10.24%
13 out of 127 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.03% |
+20.20%
Apr 2020 - Mar 2024 |
+1.27%
Apr 2016 - Mar 2020 |
0.00%
0 out of 115 |
US Inflation Adjusted | +8.85% |
+16.23%
Oct 2011 - Sep 2015 |
-2.48%
Oct 2018 - Sep 2022 |
4.35%
5 out of 115 |
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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 103 |
US Inflation Adjusted | +7.71% |
+16.20%
Oct 2011 - Sep 2016 |
-1.43%
Apr 2015 - Mar 2020 |
3.88%
4 out of 103 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.28% |
+18.25%
Oct 2011 - Sep 2017 |
+1.71%
Apr 2014 - Mar 2020 |
0.00%
0 out of 91 |
US Inflation Adjusted | +8.28% |
+16.61%
Oct 2011 - Sep 2017 |
+0.20%
Apr 2014 - Mar 2020 |
0.00%
0 out of 91 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.28% |
+18.35%
Oct 2011 - Sep 2018 |
+5.06%
Apr 2013 - Mar 2020 |
0.00%
0 out of 79 |
US Inflation Adjusted | +8.37% |
+16.55%
Oct 2011 - Sep 2018 |
+3.29%
Dec 2016 - Nov 2023 |
0.00%
0 out of 79 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.28% |
+14.45%
Oct 2011 - Sep 2019 |
+6.30%
Apr 2012 - Mar 2020 |
0.00%
0 out of 67 |
US Inflation Adjusted | +8.04% |
+12.70%
Oct 2011 - Sep 2019 |
+3.96%
Nov 2015 - Oct 2023 |
0.00%
0 out of 67 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.59% |
+15.30%
Jun 2012 - May 2021 |
+6.19%
Apr 2011 - Mar 2020 |
0.00%
0 out of 55 |
US Inflation Adjusted | +7.04% |
+13.26%
Jun 2012 - May 2021 |
+3.81%
Nov 2014 - Oct 2023 |
0.00%
0 out of 55 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.42% |
+15.61%
Oct 2011 - Sep 2021 |
+7.02%
Nov 2013 - Oct 2023 |
0.00%
0 out of 43 |
US Inflation Adjusted | +8.67% |
+13.44%
Oct 2011 - Sep 2021 |
+4.12%
Nov 2013 - Oct 2023 |
0.00%
0 out of 43 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.03% |
+13.02%
Jan 2011 - Dec 2021 |
+9.61%
Jul 2013 - Jun 2024 |
0.00%
0 out of 31 |
US Inflation Adjusted | +8.22% |
+10.56%
Jan 2011 - Dec 2021 |
+6.68%
Jul 2013 - Jun 2024 |
0.00%
0 out of 31 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.67% |
+11.77%
Oct 2011 - Sep 2023 |
+9.37%
May 2011 - Apr 2023 |
0.00%
0 out of 19 |
US Inflation Adjusted | +7.86% |
+8.97%
Oct 2011 - Sep 2023 |
+6.66%
May 2011 - Apr 2023 |
0.00%
0 out of 19 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.30% |
+10.68%
Jan 2011 - Dec 2023 |
+9.61%
May 2011 - Apr 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | +7.47% |
+7.85%
Jan 2011 - Dec 2023 |
+6.83%
May 2011 - Apr 2024 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the Vanguard S&P Small-Cap 600 (VIOO) ETF: Historical Returns page.