Vanguard Value (VTV): Rolling Returns

Data Source: from January 1927 to January 2024 (~97 years)
Consolidated Returns as of 31 January 2024

Holding the Vanguard Value (VTV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~97 years), the longest period with a negative return lasted 187 months (from September 1929 to March 1945).

This means that every rolling period of 188 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard Value (VTV) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

VANGUARD VALUE (VTV) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 10.24% (updated at Jan 31, 2024).

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 VALUE (VTV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1927 - 31 January 2024 (~97 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.17 03/2008
02/2009
0.53$ -4.41 0.95$ 13.17 1.13$ 24.86 1.24$ 56.14 03/2009
02/2010
1.56$ 7.29 21.49%
2Y -29.55 03/2007
02/2009
0.49$ -0.94 0.98$ 11.38 1.24$ 21.89 1.48$ 38.26 03/2009
02/2011
1.91$ 4.48 16.91%
3Y -16.62 03/2006
02/2009
0.57$ -2.60 0.92$ 11.17 1.37$ 17.98 1.64$ 30.12 04/1995
03/1998
2.20$ 11.26 17.54%
4Y -10.66 03/2005
02/2009
0.63$ -1.73 0.93$ 9.92 1.45$ 17.17 1.88$ 25.53 01/1995
12/1998
2.48$ 9.41 21.09%
5Y -6.38 03/2004
02/2009
0.71$ 0.12 1.00$ 9.32 1.56$ 15.17 2.02$ 23.51 07/1994
06/1999
2.87$ 10.42 12.96%
6Y -0.30 10/2005
09/2011
0.98$ 2.31 1.14$ 7.93 1.58$ 13.82 2.17$ 21.17 03/2009
02/2015
3.16$ 7.98 0.35%
7Y -3.00 03/2002
02/2009
0.80$ 4.01 1.31$ 7.08 1.61$ 13.05 2.36$ 16.87 05/1994
04/2001
2.97$ 9.89 1.44%
8Y -4.26 03/2001
02/2009
0.70$ 4.56 1.42$ 7.75 1.81$ 11.99 2.47$ 18.09 03/2009
02/2017
3.78$ 11.51 3.77%
9Y -2.63 04/2000
03/2009
0.78$ 4.39 1.47$ 7.66 1.94$ 12.16 2.80$ 17.47 03/2009
02/2018
4.25$ 9.97 3.56%
10Y -1.94 03/1999
02/2009
0.82$ 3.37 1.39$ 8.08 2.17$ 11.77 3.04$ 16.05 03/2009
02/2019
4.42$ 10.24 2.49%
11Y -1.10 03/1998
02/2009
0.88$ 2.90 1.36$ 8.01 2.33$ 11.64 3.35$ 14.54 03/2009
02/2020
4.45$ 11.13 0.87%
12Y 1.23 03/1997
02/2009
1.15$ 3.15 1.45$ 7.61 2.41$ 11.77 3.80$ 15.07 03/2009
02/2021
5.38$ 11.72 0.00%
13Y 2.58 06/1999
05/2012
1.39$ 4.00 1.66$ 7.53 2.56$ 11.21 3.97$ 15.35 03/2009
02/2022
6.39$ 10.92 0.00%
14Y 3.15 10/1997
09/2011
1.54$ 5.02 1.98$ 6.90 2.54$ 9.48 3.55$ 14.15 03/2009
02/2023
6.37$ 11.59 0.00%
15Y 4.43 08/1997
07/2012
1.91$ 5.32 2.17$ 7.04 2.77$ 8.57 3.43$ 12.82 02/2009
01/2024
6.10$ 12.82 0.00%
16Y 5.12 02/2000
01/2016
2.22$ 5.79 2.46$ 7.32 3.09$ 8.65 3.77$ 10.42 10/2002
09/2018
4.88$ 8.44 0.00%
17Y 5.16 05/1999
04/2016
2.35$ 6.13 2.74$ 7.48 3.41$ 8.53 4.01$ 10.00 10/2002
09/2019
5.05$ 7.56 0.00%
18Y 5.49 03/1998
02/2016
2.61$ 6.26 2.98$ 7.91 3.93$ 8.61 4.42$ 10.46 04/2003
03/2021
5.99$ 8.20 0.00%
19Y 5.54 04/2001
03/2020
2.78$ 6.38 3.24$ 7.95 4.27$ 9.02 5.16$ 10.69 04/2003
03/2022
6.89$ 8.43 0.00%
20Y 5.20 04/2000
03/2020
2.75$ 6.47 3.50$ 7.73 4.43$ 9.26 5.88$ 9.95 02/2003
01/2023
6.67$ 8.57 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.18 03/2008
02/2009
0.53$ -7.97 0.92$ 10.12 1.10$ 22.03 1.22$ 52.85 03/2009
02/2010
1.52$ 4.06 26.36%
2Y -30.97 03/2007
02/2009
0.47$ -4.77 0.90$ 8.39 1.17$ 18.94 1.41$ 35.36 03/2009
02/2011
1.83$ -0.23 22.26%
3Y -18.40 03/2006
02/2009
0.54$ -4.61 0.86$ 8.67 1.28$ 15.53 1.54$ 27.16 04/1995
03/1998
2.05$ 5.30 22.77%
4Y -12.87 03/2005
02/2009
0.57$ -4.07 0.84$ 7.26 1.32$ 14.50 1.71$ 22.71 01/1995
12/1998
2.26$ 4.62 25.56%
5Y -8.79 03/2004
02/2009
0.63$ -2.19 0.89$ 6.69 1.38$ 13.40 1.87$ 20.69 07/1994
06/1999
2.56$ 6.01 27.91%
6Y -2.45 10/2005
09/2011
0.86$ -0.05 0.99$ 5.12 1.34$ 11.90 1.96$ 19.14 03/2009
02/2015
2.86$ 4.12 15.92%
7Y -5.44 03/2002
02/2009
0.67$ 1.47 1.10$ 4.61 1.37$ 11.10 2.08$ 14.95 03/2009
02/2016
2.65$ 6.19 4.69%
8Y -6.50 03/2001
02/2009
0.58$ 2.04 1.17$ 5.27 1.50$ 10.00 2.14$ 16.09 03/2009
02/2017
3.29$ 7.88 6.04%
9Y -4.95 04/2000
03/2009
0.63$ 2.11 1.20$ 5.25 1.58$ 10.13 2.38$ 15.41 03/2009
02/2018
3.63$ 6.63 10.28%
10Y -4.42 03/1999
02/2009
0.63$ 0.85 1.08$ 5.72 1.74$ 9.36 2.44$ 14.03 03/2009
02/2019
3.71$ 7.25 11.62%
11Y -3.52 03/1998
02/2009
0.67$ 0.42 1.04$ 5.81 1.86$ 9.07 2.59$ 12.50 03/2009
02/2020
3.65$ 8.24 13.10%
12Y -1.16 03/1997
02/2009
0.86$ 0.65 1.08$ 5.55 1.91$ 8.96 2.80$ 13.03 03/2009
02/2021
4.34$ 8.90 5.07%
13Y 0.08 06/1999
05/2012
1.01$ 1.54 1.21$ 5.54 2.01$ 8.46 2.87$ 12.79 03/2009
02/2022
4.78$ 8.08 0.00%
14Y 0.67 10/1997
09/2011
1.09$ 2.59 1.42$ 4.86 1.94$ 6.97 2.56$ 11.34 03/2009
02/2023
4.49$ 8.81 0.00%
15Y 1.99 08/1997
07/2012
1.34$ 2.89 1.53$ 4.87 2.04$ 6.37 2.52$ 10.01 02/2009
01/2024
4.18$ 10.01 0.00%
16Y 2.88 07/1999
06/2015
1.57$ 3.39 1.70$ 4.82 2.12$ 6.41 2.70$ 8.15 10/2002
09/2018
3.50$ 5.91 0.00%
17Y 2.92 07/1999
06/2016
1.63$ 3.91 1.91$ 4.99 2.28$ 6.20 2.78$ 7.77 10/2002
09/2019
3.56$ 4.93 0.00%
18Y 3.28 03/1998
02/2016
1.78$ 3.99 2.02$ 5.39 2.57$ 6.25 2.97$ 8.24 04/2003
03/2021
4.16$ 5.58 0.00%
19Y 3.44 04/2001
03/2020
1.90$ 4.18 2.17$ 5.44 2.73$ 6.48 3.29$ 8.12 04/2003
03/2022
4.40$ 5.73 0.00%
20Y 3.06 04/2000
03/2020
1.82$ 4.19 2.27$ 5.48 2.90$ 6.72 3.67$ 7.27 12/1994
11/2014
4.06$ 5.85 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -69.03 07/1931
06/1932
0.30$ -6.32 0.93$ 12.76 1.12$ 30.99 1.30$ 158.97 07/1932
06/1933
2.58$ 7.29 24.26%
2Y -56.88 06/1930
05/1932
0.18$ -0.57 0.98$ 11.72 1.24$ 23.97 1.53$ 54.81 04/1935
03/1937
2.39$ 4.48 16.02%
3Y -43.29 07/1929
06/1932
0.18$ -0.18 0.99$ 12.10 1.40$ 20.71 1.75$ 39.26 03/1933
02/1936
2.70$ 11.26 15.22%
4Y -28.48 06/1928
05/1932
0.26$ 0.75 1.03$ 11.94 1.56$ 18.98 2.00$ 39.11 07/1932
06/1936
3.74$ 9.41 13.95%
5Y -19.92 06/1927
05/1932
0.32$ 1.46 1.07$ 11.41 1.71$ 18.60 2.34$ 34.54 06/1932
05/1937
4.40$ 10.42 11.48%
6Y -14.01 04/1929
03/1935
0.40$ 3.03 1.19$ 11.40 1.91$ 17.95 2.69$ 25.06 07/1949
06/1955
3.82$ 7.98 6.86%
7Y -8.41 04/1928
03/1935
0.54$ 3.75 1.29$ 11.36 2.12$ 16.96 2.99$ 24.15 07/1949
06/1956
4.54$ 9.89 5.91%
8Y -9.84 04/1930
03/1938
0.43$ 4.33 1.40$ 11.02 2.30$ 17.10 3.53$ 22.04 07/1949
06/1957
4.91$ 11.51 5.14%
9Y -7.69 04/1929
03/1938
0.48$ 4.82 1.52$ 10.60 2.47$ 17.06 4.12$ 21.20 03/1978
02/1987
5.64$ 9.97 3.78%
10Y -6.65 09/1929
08/1939
0.50$ 5.17 1.65$ 10.66 2.75$ 16.61 4.64$ 20.70 06/1949
05/1959
6.56$ 10.24 4.59%
11Y -5.74 09/1929
08/1940
0.52$ 5.26 1.75$ 11.13 3.19$ 16.50 5.36$ 19.61 01/1975
12/1985
7.17$ 11.13 4.35%
12Y -5.35 05/1930
04/1942
0.51$ 5.13 1.82$ 11.09 3.53$ 16.43 6.20$ 20.15 10/1974
09/1986
9.04$ 11.72 3.33%
13Y -5.20 09/1929
08/1942
0.49$ 5.38 1.97$ 11.19 3.97$ 16.32 7.13$ 21.15 10/1974
09/1987
12.11$ 10.92 3.17%
14Y -2.20 09/1929
08/1943
0.73$ 5.78 2.19$ 11.16 4.39$ 16.28 8.26$ 19.80 05/1942
04/1956
12.54$ 11.59 3.01%
15Y -1.07 09/1929
08/1944
0.85$ 6.25 2.48$ 10.70 4.59$ 16.05 9.32$ 19.77 08/1982
07/1997
14.97$ 12.82 1.12%
16Y 0.47 09/1929
08/1945
1.07$ 6.45 2.71$ 10.53 4.96$ 15.99 10.73$ 19.35 08/1982
07/1998
16.95$ 8.44 0.00%
17Y 0.96 10/1929
09/1946
1.17$ 6.90 3.10$ 10.76 5.68$ 15.64 11.83$ 19.13 07/1982
06/1999
19.61$ 7.56 0.00%
18Y 1.11 09/1929
08/1947
1.21$ 7.06 3.41$ 10.95 6.48$ 15.26 12.89$ 18.68 04/1980
03/1998
21.82$ 8.20 0.00%
19Y 1.47 09/1929
08/1948
1.31$ 7.22 3.76$ 11.16 7.46$ 14.96 14.13$ 18.25 03/1979
02/1998
24.16$ 8.43 0.00%
20Y 1.31 09/1929
08/1949
1.29$ 7.63 4.34$ 11.24 8.41$ 15.00 16.36$ 18.18 04/1978
03/1998
28.23$ 8.57 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -65.62 07/1931
06/1932
0.34$ -10.44 0.89$ 9.16 1.09$ 27.35 1.27$ 177.32 07/1932
06/1933
2.77$ 4.06 30.76%
2Y -52.10 06/1930
05/1932
0.22$ -4.85 0.90$ 8.16 1.16$ 20.76 1.45$ 52.72 06/1932
05/1934
2.33$ -0.23 25.22%
3Y -38.79 07/1929
06/1932
0.22$ -4.03 0.88$ 8.36 1.27$ 17.46 1.62$ 35.46 03/1933
02/1936
2.48$ 5.30 21.86%
4Y -24.29 06/1928
05/1932
0.32$ -2.78 0.89$ 7.87 1.35$ 15.47 1.77$ 38.61 07/1932
06/1936
3.69$ 4.62 23.61%
5Y -15.99 06/1927
05/1932
0.41$ -1.71 0.91$ 7.56 1.43$ 14.61 1.97$ 33.20 06/1932
05/1937
4.19$ 6.01 21.25%
6Y -10.86 04/1929
03/1935
0.50$ -0.31 0.98$ 7.31 1.52$ 14.07 2.20$ 22.78 07/1949
06/1955
3.42$ 4.12 17.00%
7Y -8.13 10/1967
09/1974
0.55$ 0.30 1.02$ 7.04 1.60$ 13.71 2.45$ 21.93 07/1949
06/1956
4.00$ 6.19 13.40%
8Y -7.78 04/1930
03/1938
0.52$ 1.03 1.08$ 7.10 1.73$ 13.31 2.71$ 19.60 06/1949
05/1957
4.18$ 7.88 9.91%
9Y -6.01 10/1965
09/1974
0.57$ 1.26 1.11$ 7.25 1.87$ 13.01 3.00$ 17.19 01/1950
12/1958
4.16$ 6.63 10.68%
10Y -5.07 10/1964
09/1974
0.59$ 0.86 1.08$ 7.45 2.05$ 12.47 3.23$ 18.38 06/1949
05/1959
5.40$ 7.25 10.80%
11Y -3.91 09/1929
08/1940
0.64$ 0.50 1.05$ 7.79 2.28$ 12.18 3.54$ 16.43 03/1948
02/1959
5.32$ 8.24 12.48%
12Y -4.92 05/1930
04/1942
0.54$ 0.65 1.08$ 7.68 2.43$ 12.55 4.13$ 16.84 06/1949
05/1961
6.47$ 8.90 9.00%
13Y -4.85 09/1929
08/1942
0.52$ 1.36 1.19$ 7.20 2.46$ 12.46 4.60$ 16.11 12/1948
11/1961
6.96$ 8.08 6.34%
14Y -2.20 09/1929
08/1943
0.73$ 1.80 1.28$ 6.88 2.53$ 12.05 4.92$ 15.49 05/1942
04/1956
7.50$ 8.81 4.91%
15Y -1.22 09/1929
08/1944
0.83$ 2.18 1.38$ 6.69 2.64$ 11.94 5.43$ 15.86 08/1982
07/1997
9.10$ 10.01 1.42%
16Y -0.03 10/1965
09/1981
0.99$ 2.66 1.52$ 6.73 2.83$ 11.61 5.79$ 15.57 08/1982
07/1998
10.12$ 5.91 0.10%
17Y -0.01 10/1929
09/1946
0.99$ 3.03 1.66$ 6.78 3.05$ 11.61 6.47$ 15.43 07/1982
06/1999
11.46$ 4.93 0.10%
18Y -0.36 09/1929
08/1947
0.93$ 3.23 1.77$ 6.93 3.33$ 11.41 6.99$ 14.26 08/1982
07/2000
11.02$ 5.58 0.21%
19Y -0.36 09/1929
08/1948
0.93$ 3.22 1.82$ 7.00 3.61$ 11.23 7.55$ 13.78 05/1942
04/1961
11.61$ 5.73 0.21%
20Y -0.27 09/1929
08/1949
0.94$ 3.66 2.05$ 6.95 3.83$ 11.10 8.20$ 13.30 04/1942
03/1962
12.15$ 5.85 0.22%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.76% +158.97%
Jul 1932 - Jun 1933
-69.03%
Jul 1931 - Jun 1932
24.26%
280 out of 1154
US Inflation Adjusted +9.16% +177.32%
Jul 1932 - Jun 1933
-65.62%
Jul 1931 - Jun 1932
30.76%
355 out of 1154
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 +11.72% +54.81%
Apr 1935 - Mar 1937
-56.88%
Jun 1930 - May 1932
16.02%
183 out of 1142
US Inflation Adjusted +8.16% +52.72%
Jun 1932 - May 1934
-52.10%
Jun 1930 - May 1932
25.22%
288 out of 1142
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 +12.10% +39.26%
Mar 1933 - Feb 1936
-43.29%
Jul 1929 - Jun 1932
15.22%
172 out of 1130
US Inflation Adjusted +8.36% +35.46%
Mar 1933 - Feb 1936
-38.79%
Jul 1929 - Jun 1932
21.86%
247 out of 1130
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 +11.94% +39.11%
Jul 1932 - Jun 1936
-28.48%
Jun 1928 - May 1932
13.95%
156 out of 1118
US Inflation Adjusted +7.87% +38.61%
Jul 1932 - Jun 1936
-24.29%
Jun 1928 - May 1932
23.61%
264 out of 1118
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 +11.41% +34.54%
Jun 1932 - May 1937
-19.92%
Jun 1927 - May 1932
11.48%
127 out of 1106
US Inflation Adjusted +7.56% +33.20%
Jun 1932 - May 1937
-15.99%
Jun 1927 - May 1932
21.25%
235 out of 1106
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 +11.40% +25.06%
Jul 1949 - Jun 1955
-14.01%
Apr 1929 - Mar 1935
6.86%
75 out of 1094
US Inflation Adjusted +7.31% +22.78%
Jul 1949 - Jun 1955
-10.86%
Apr 1929 - Mar 1935
17.00%
186 out of 1094
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 +11.36% +24.15%
Jul 1949 - Jun 1956
-8.41%
Apr 1928 - Mar 1935
5.91%
64 out of 1082
US Inflation Adjusted +7.04% +21.93%
Jul 1949 - Jun 1956
-8.13%
Oct 1967 - Sep 1974
13.40%
145 out of 1082
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 +11.02% +22.04%
Jul 1949 - Jun 1957
-9.84%
Apr 1930 - Mar 1938
5.14%
55 out of 1070
US Inflation Adjusted +7.10% +19.60%
Jun 1949 - May 1957
-7.78%
Apr 1930 - Mar 1938
9.91%
106 out of 1070
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 +10.60% +21.20%
Mar 1978 - Feb 1987
-7.69%
Apr 1929 - Mar 1938
3.78%
40 out of 1058
US Inflation Adjusted +7.25% +17.19%
Jan 1950 - Dec 1958
-6.01%
Oct 1965 - Sep 1974
10.68%
113 out of 1058
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 +10.66% +20.70%
Jun 1949 - May 1959
-6.65%
Sep 1929 - Aug 1939
4.59%
48 out of 1046
US Inflation Adjusted +7.45% +18.38%
Jun 1949 - May 1959
-5.07%
Oct 1964 - Sep 1974
10.80%
113 out of 1046
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 +11.13% +19.61%
Jan 1975 - Dec 1985
-5.74%
Sep 1929 - Aug 1940
4.35%
45 out of 1034
US Inflation Adjusted +7.79% +16.43%
Mar 1948 - Feb 1959
-3.91%
Sep 1929 - Aug 1940
12.48%
129 out of 1034
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 +11.09% +20.15%
Oct 1974 - Sep 1986
-5.35%
May 1930 - Apr 1942
3.33%
34 out of 1022
US Inflation Adjusted +7.68% +16.84%
Jun 1949 - May 1961
-4.92%
May 1930 - Apr 1942
9.00%
92 out of 1022
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 +11.19% +21.15%
Oct 1974 - Sep 1987
-5.20%
Sep 1929 - Aug 1942
3.17%
32 out of 1010
US Inflation Adjusted +7.20% +16.11%
Dec 1948 - Nov 1961
-4.85%
Sep 1929 - Aug 1942
6.34%
64 out of 1010
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.16% +19.80%
May 1942 - Apr 1956
-2.20%
Sep 1929 - Aug 1943
3.01%
30 out of 998
US Inflation Adjusted +6.88% +15.49%
May 1942 - Apr 1956
-2.20%
Sep 1929 - Aug 1943
4.91%
49 out of 998
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.70% +19.77%
Aug 1982 - Jul 1997
-1.07%
Sep 1929 - Aug 1944
1.12%
11 out of 986
US Inflation Adjusted +6.69% +15.86%
Aug 1982 - Jul 1997
-1.22%
Sep 1929 - Aug 1944
1.42%
14 out of 986
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.53% +19.35%
Aug 1982 - Jul 1998
+0.47%
Sep 1929 - Aug 1945
0.00%
0 out of 974
US Inflation Adjusted +6.73% +15.57%
Aug 1982 - Jul 1998
-0.03%
Oct 1965 - Sep 1981
0.10%
1 out of 974
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.76% +19.13%
Jul 1982 - Jun 1999
+0.96%
Oct 1929 - Sep 1946
0.00%
0 out of 962
US Inflation Adjusted +6.78% +15.43%
Jul 1982 - Jun 1999
-0.01%
Oct 1929 - Sep 1946
0.10%
1 out of 962
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.95% +18.68%
Apr 1980 - Mar 1998
+1.11%
Sep 1929 - Aug 1947
0.00%
0 out of 950
US Inflation Adjusted +6.93% +14.26%
Aug 1982 - Jul 2000
-0.36%
Sep 1929 - Aug 1947
0.21%
2 out of 950
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution