https://www.lazyportfolioetf.com/etf/vanguard-sp-500-voo/ (2024)

Data Source: from January 1871 to August 2023 (~153 years)
Consolidated Returns as of 31 August 2023

Category: Stocks

ETF: Vanguard S&P 500 (VOO)

ETF • LIVE PERFORMANCE (USD currency)

1.63%

August 2023

In the last 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 9.88% compound annual return, with a 14.99% standard deviation.

Table of contents

The ETF is related to the following investment themes:

Asset Class: Equity

Size: Large Cap
Style: Blend
Region: North America

Country: U.S.

Investment Returns as of Aug 31, 2023

The Vanguard S&P 500 (VOO) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.

VANGUARD S&P 500 (VOO) ETF

Consolidated returns as of 31 August 2023

Swipe left to see all data

	Chg (%)		Return (%)	Return (%) as of Aug 31, 2023
	1 Day	*Time ET^()**	Sep 2023	1M	6M	1Y	5Y	10Y	30Y	MAX (~153Y)
Vanguard S&P 500 (VOO) ETF	n.a.		n.a.	-1.63	14.57	15.92	11.09	12.79	9.88	8.95
US Inflation Adjusted return				-2.06	12.26	11.82	6.80	9.76	7.17	6.68

Returns over 1 year are annualized | Available data source: since Jan 1871

(*) Eastern Time (ET - America/New York)

US Inflation is updated to Aug 2023. Current inflation (annualized) is 1Y: 3.67% , 5Y: 4.02% , 10Y: 2.76% , 30Y: 2.54%

Live update: World Markets and Indexes

In 2022, the Vanguard S&P 500 (VOO) ETF granted a 1.37% dividend yield. If you are interested in getting periodic income, please refer to the page.

Capital Growth as of Aug 31, 2023

An investment of 1$, since September 1993, now would be worth 16.91$, with a total return of 1590.85% (9.88% annualized).

The Inflation Adjusted Capital now would be 7.97$, with a net total return of 697.44% (7.17% annualized).

An investment of 1$, since January 1871, now would be worth 479762.21$, with a total return of 47976121.31% (8.95% annualized).

The Inflation Adjusted Capital now would be 19490.73$, with a net total return of 1948972.82% (6.68% annualized).

Readings that may interest you

Ray Dalio: A Biography of the Legendary Investor

The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, ...

Investment Metrics as of Aug 31, 2023

Metrics of Vanguard S&P 500 (VOO) ETF, updated as of 31 August 2023.

Metrics are calculated based on monthly returns, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.

VANGUARD S&P 500 (VOO) ETF

Advanced Metrics

Data Source: 1 January 1871 - 31 August 2023 (~153 years)

Swipe left to see all data

	Metrics as of Aug 31, 2023
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~153Y)
Investment Return (%)	-1.63	8.22	14.57	15.92	10.54	11.09	12.79	9.86	9.88	8.95
Infl. Adjusted Return (%) details	-2.06	7.20	12.26	11.82	4.57	6.80	9.76	7.10	7.17	6.68
US Inflation (%)	0.44	0.95	2.06	3.67	5.71	4.02	2.76	2.58	2.54	2.12
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Deepest Drawdown Depth (%)				-9.21	-23.91	-23.91	-23.91	-50.80	-50.80	-83.65
Start to Recovery (# months) details				3	20*	20*	20*	53	53	186
Start (yyyy mm)				2022 09	2022 01	2022 01	2022 01	2007 11	2007 11	1929 09
Start to Bottom (# months)				1	9	9	9	16	16	34
Bottom (yyyy mm)				2022 09	2022 09	2022 09	2022 09	2009 02	2009 02	1932 06
Bottom to End (# months)				2	11	11	11	37	37	152
End (yyyy mm)				2022 11	-	-	-	2012 03	2012 03	1945 02
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	-44.71	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	75	same as deepest
Start (yyyy mm)				2022 09	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				1	9	9	9	16	25	34
Bottom (yyyy mm)				2022 09	2022 09	2022 09	2022 09	2009 02	2002 09	1932 06
Bottom to End (# months)				2	11	11	11	37	50	152
End (yyyy mm)				2022 11	-	-	-	2012 03	2006 11	1945 02
Longest negative period (# months) details				4	22	22	26	68	141	187
Period Start (yyyy mm)				2022 09	2021 05	2021 05	2018 02	2003 09	2000 01	1929 09
Period End (yyyy mm)				2022 12	2023 02	2023 02	2020 03	2009 04	2011 09	1945 03
Annualized Return (%)				-6.94	-1.37	-1.37	-2.08	-0.64	-0.45	-0.12
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%)				-9.40	-28.53	-28.53	-28.53	-51.55	-54.23	-79.35
Start to Recovery (# months) details				3	20*	20*	20*	65	153	188
Start (yyyy mm)				2022 09	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				1	9	9	9	16	102	33
Bottom (yyyy mm)				2022 09	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				2	11	11	11	49	51	155
End (yyyy mm)				2022 11	-	-	-	2013 03	2013 05	1945 04
Longest Drawdown Depth (%)				-5.44	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				5	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2022 12	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				1	9	9	9	16	102	33
Bottom (yyyy mm)				2022 12	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				4	11	11	11	49	51	155
End (yyyy mm)				2023 04	-	-	-	2013 03	2013 05	1945 04
Longest negative period (# months) details				6	29	29	29	93	165	256
Period Start (yyyy mm)				2022 09	2021 01	2021 01	2021 01	2004 01	1999 02	1911 03
Period End (yyyy mm)				2023 02	2023 05	2023 05	2023 05	2011 09	2012 10	1932 06
Annualized Return (%)				-0.78	-0.42	-0.42	-0.42	-0.49	-0.01	-0.07
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				17.59	17.52	18.61	14.77	14.70	14.99	16.52
Sharpe Ratio				0.66	0.52	0.51	0.80	0.59	0.51	0.30
Sortino Ratio				0.85	0.70	0.68	1.06	0.77	0.67	0.42
Ulcer Index				3.16	9.76	8.55	6.30	12.16	14.76	18.06
Ratio: Return / Standard Deviation				0.90	0.60	0.60	0.87	0.67	0.66	0.54
Ratio: Return / Deepest Drawdown				1.73	0.44	0.46	0.53	0.19	0.19	0.11
% Positive Months details				66%	61%	65%	70%	67%	65%	61%
Positive Months				8	22	39	84	161	234	1123
Negative Months				4	14	21	36	79	126	709
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							12.79	16.60	16.60	21.28
Worst 10 Years Return (%) - Annualized							12.79	6.38	-3.45	-5.38
Best 10 Years Return (%) - Annualized							9.76	14.57	14.57	20.08
Worst 10 Years Return (%) - Annualized							9.76	4.29	-5.88	-5.88
ROLLING PERIOD RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized				56.46	32.35	28.45	16.60	10.32	9.88
Worst Rolling Return (%) - Annualized				-43.44	-16.28	-6.67	-3.45	4.71	9.88
% Positive Periods				79%	81%	83%	90%	100%	100%
Best Rolling Return (%) - Annualized				52.46	29.35	25.47	14.57	7.63	7.17
Worst Rolling Return (%) - Annualized				-43.57	-18.30	-9.08	-5.88	2.59	7.17
% Positive Periods				77%	78%	70%	87%	100%	100%
Over all the available data source (Jan 1871 - Aug 2023)
Best Rolling Return (%) - Annualized				160.57	42.43	35.15	21.28	17.90	14.57
Worst Rolling Return (%) - Annualized				-67.84	-42.65	-17.97	-5.38	1.60	3.02
% Positive Periods				71%	84%	89%	96%	100%	100%
Best Rolling Return (%) - Annualized				179.03	40.17	33.81	20.08	13.51	11.59
Worst Rolling Return (%) - Annualized				-64.30	-38.10	-13.67	-5.88	-0.64	1.22
% Positive Periods				68%	78%	80%	87%	99%	100%
WITHDRAWAL RATES (WR)				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Safe WR (%)					37.07	23.38	16.50	8.05	8.33	7.96
Perpetual WR (%)					4.37	6.36	8.89	6.63	6.69	6.27

Terms and Definitions

Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio

Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
Longest negative period: it's the maximum period for which an overall negative return has been observed
Standard Deviation: it's a measure of the dispersion of returns around the mean

Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return
Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation)
Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio

Best/Worst 10Y returns: the best and the worst 10-year return over a time frame
Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).

Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).

Analyze your Portfolio: Backtest Now!
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Correlations as of Aug 31, 2023

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of Vanguard S&P 500 (VOO) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

VANGUARD S&P 500 (VOO) ETF

Monthly correlations as of 31 August 2023

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		Correlation vs VOO
	Asset Class	1 Year	5 Years	10 Years	30 Years	Since Jan 1992
VTI	US Total Stock Market	1.00	1.00	1.00	0.99	0.99
SPY	US Large Cap	1.00	1.00	1.00	1.00	1.00
IJR	US Small Cap	0.87	0.89	0.86	0.82	0.81
VNQ	US REITs	0.90	0.85	0.73	0.60	0.60
QQQ	US Technology	0.86	0.93	0.91	0.83	0.82
PFF	Preferred Stocks	0.56	0.78	0.71	0.46	0.45
EFA	EAFE Stocks	0.85	0.90	0.87	0.82	0.79
VT	World All Countries	0.97	0.98	0.97	0.95	0.94
EEM	Emerging Markets	0.74	0.73	0.69	0.72	0.70
VGK	Europe	0.85	0.89	0.85	0.83	0.82
VPL	Pacific	0.83	0.85	0.82	0.70	0.65
FLLA	Latin America	0.81	0.63	0.56	0.64	0.63
BND	US Total Bond Market	0.67	0.44	0.33	0.15	0.15
TLT	Long Term Treasuries	0.58	0.07	0.00	-0.13	-0.12
BIL	US Cash	0.00	-0.11	-0.08	-0.02	-0.02
TIP	TIPS	0.84	0.59	0.45	0.21	0.20
LQD	Invest. Grade Bonds	0.74	0.63	0.54	0.32	0.32
HYG	High Yield Bonds	0.93	0.85	0.80	0.67	0.66
CWB	US Convertible Bonds	0.91	0.87	0.86	0.84	0.84
BNDX	International Bonds	0.81	0.49	0.38	0.14	0.14
EMB	Emerg. Market Bonds	0.74	0.73	0.66	0.56	0.55
GLD	Gold	0.38	0.20	0.07	0.04	0.04
DBC	Commodities	0.72	0.52	0.44	0.33	0.33

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

VANGUARD S&P 500 (VOO) ETF

Drawdown periods

Drawdown periods - Inflation Adjusted

Data Source: 1 September 1993 - 31 August 2023 (30 Years)

Data Source: 1 January 1871 - 31 August 2023 (~153 years)

Inflation Adjusted:

Chart Table

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months	Ulcer Index
-50.80%	Nov 2007	Feb 2009	16	Mar 2012	37	53	23.82
-44.71%	Sep 2000	Sep 2002	25	Nov 2006	50	75	23.58
-23.91%	Jan 2022	Sep 2022	9	in progress	11	20	12.82
-19.58%	Jan 2020	Mar 2020	3	Jul 2020	4	7	8.45
-15.28%	Jul 1998	Aug 1998	2	Nov 1998	3	5	7.52
-13.47%	Oct 2018	Dec 2018	3	Apr 2019	4	7	6.26
-8.45%	Aug 2015	Sep 2015	2	May 2016	8	10	4.38
-6.98%	Feb 1994	Mar 1994	2	Aug 1994	5	7	4.60
-6.60%	Apr 2012	May 2012	2	Aug 2012	3	5	3.00
-6.43%	Jan 2000	Feb 2000	2	Mar 2000	1	3	4.06
-6.35%	May 2019	May 2019	1	Jun 2019	1	2	3.66
-6.20%	Sep 2020	Oct 2020	2	Nov 2020	1	3	3.63
-6.11%	Feb 2018	Mar 2018	2	Jul 2018	4	6	3.87
-5.76%	Jul 1999	Sep 1999	3	Oct 1999	1	4	3.34
-5.18%	Aug 1997	Aug 1997	1	Nov 1997	3	4	2.70

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months	Ulcer Index
-54.23%	Sep 2000	Feb 2009	102	May 2013	51	153	26.99
-28.53%	Jan 2022	Sep 2022	9	in progress	11	20	17.63
-19.94%	Jan 2020	Mar 2020	3	Jul 2020	4	7	8.61
-15.49%	Jul 1998	Aug 1998	2	Nov 1998	3	5	7.71
-13.05%	Oct 2018	Dec 2018	3	Apr 2019	4	7	6.16
-8.93%	Mar 2015	Sep 2015	7	Jul 2016	10	17	3.73
-7.76%	Feb 1994	Jun 1994	5	Feb 1995	8	13	4.81
-7.25%	Jan 2000	Feb 2000	2	Mar 2000	1	3	4.48
-6.79%	Feb 2018	Apr 2018	3	Aug 2018	4	7	4.38
-6.71%	Jul 1999	Sep 1999	3	Nov 1999	2	5	3.52
-6.55%	May 2019	May 2019	1	Jul 2019	2	3	3.27
-6.37%	Sep 2020	Oct 2020	2	Nov 2020	1	3	3.73
-5.56%	Apr 2000	Jul 2000	4	Aug 2000	1	5	3.77
-5.36%	Aug 1997	Aug 1997	1	Nov 1997	3	4	2.95
-4.92%	Sep 2021	Sep 2021	1	Oct 2021	1	2	2.84

	Drawdown period	Recovery period	Total
-83.65%	Sep 1929	Jun 1932	34	Feb 1945	152	186	46.21
-50.80%	Nov 2007	Feb 2009	16	Mar 2012	37	53	23.82
-44.87%	Jan 1973	Sep 1974	21	Sep 1976	24	45	19.76
-44.71%	Sep 2000	Sep 2002	25	Nov 2006	50	75	23.58
-34.09%	Apr 1876	Jun 1877	15	May 1879	23	38	17.11
-34.04%	Oct 1906	Nov 1907	14	Dec 1908	13	27	18.01
-29.78%	Sep 1987	Nov 1987	3	May 1989	18	21	15.94
-29.19%	Dec 1968	Jun 1970	19	Mar 1971	9	28	13.81
-27.90%	Dec 1916	Dec 1917	13	May 1919	17	30	14.49
-26.37%	Nov 1919	Jun 1921	20	Apr 1922	10	30	16.46
-25.94%	Oct 1902	Oct 1903	13	Nov 1904	13	26	16.24
-25.25%	Nov 1912	Oct 1914	24	Sep 1915	11	35	12.06
-25.18%	Feb 1893	Aug 1893	7	Aug 1897	48	55	13.46
-23.91%	Jan 2022	Sep 2022	9	in progress	11	20	12.82
-22.26%	Jan 1962	Jun 1962	6	Apr 1963	10	16	11.71

	Drawdown period	Recovery period	Total
-79.35%	Sep 1929	May 1932	33	Apr 1945	155	188	37.92
-54.23%	Sep 2000	Feb 2009	102	May 2013	51	153	26.99
-53.70%	Jan 1973	Sep 1974	21	Jan 1985	124	145	29.43
-47.98%	Dec 1916	Dec 1920	49	Aug 1924	44	93	29.97
-37.31%	Jun 1946	Feb 1948	21	Dec 1950	34	55	25.58
-36.85%	Oct 1906	Nov 1907	14	May 1909	18	32	18.98
-35.39%	Dec 1968	Jun 1970	19	Nov 1972	29	48	15.97
-30.38%	Sep 1987	Nov 1987	3	Jul 1989	20	23	17.39
-29.72%	Jul 1911	Oct 1914	40	Oct 1915	12	52	13.70
-29.50%	Jul 1876	Jun 1877	12	Apr 1878	10	22	16.07
-28.53%	Jan 2022	Sep 2022	9	in progress	11	20	17.63
-26.37%	Sep 1902	Oct 1903	14	Jan 1905	15	29	16.45
-23.15%	Jun 1892	Jul 1893	14	Aug 1895	25	39	10.40
-22.77%	Jan 1962	Jun 1962	6	Apr 1963	10	16	12.40
-19.94%	Jan 2020	Mar 2020	3	Jul 2020	4	7	8.61

Rolling Returns

( more details)

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 500 (VOO) ETF

Annualized Rolling Returns

Annualized Rolling Returns - Inflation Adjusted

Data Source: 1 September 1993 - 31 August 2023 (30 Years)

Data Source: 1 January 1871 - 31 August 2023 (~153 years)

Inflation Adjusted:

Return Chart Capital Chart Table

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	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$	Latest	Negative Periods
1Y	-43.44	03/2008 02/2009	0.56$	-7.77	0.92$	13.73	1.13$	27.23	1.27$	56.46	04/2020 03/2021	1.56$	15.92	20.06%
2Y	-26.04	03/2007 02/2009	0.54$	-3.63	0.92$	11.98	1.25$	23.47	1.52$	37.00	03/2009 02/2011	1.87$	1.43	16.62%
3Y	-16.28	04/2000 03/2003	0.58$	-2.86	0.91$	11.99	1.40$	20.39	1.74$	32.35	04/1995 03/1998	2.31$	10.54	18.77%
5Y	-6.67	03/2004 02/2009	0.70$	-0.32	0.98$	10.66	1.65$	17.23	2.21$	28.45	01/1995 12/1999	3.49$	11.09	16.28%
7Y	-3.91	03/2002 02/2009	0.75$	2.73	1.20$	6.95	1.60$	14.24	2.53$	20.61	09/1993 08/2000	3.71$	12.99	2.53%
10Y	-3.45	03/1999 02/2009	0.70$	2.81	1.31$	7.94	2.14$	13.37	3.50$	16.60	03/2009 02/2019	4.64$	12.79	9.96%
15Y	3.68	09/2000 08/2015	1.72$	4.58	1.95$	7.06	2.78$	9.67	3.99$	11.12	08/2008 07/2023	4.86$	10.89	0.00%
20Y	4.71	04/2000 03/2020	2.51$	6.24	3.35$	8.03	4.68$	9.51	6.15$	10.32	04/2003 03/2023	7.13$	9.86	0.00%
30Y	9.88	09/1993 08/2023	16.90$	9.88	16.90$	9.88	16.90$	9.88	16.90$	9.88	09/1993 08/2023	16.90$	9.88	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	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$	Latest	Negative Periods
1Y	-43.57	03/2008 02/2009	0.56$	-10.44	0.89$	11.37	1.11$	23.38	1.23$	52.46	04/2020 03/2021	1.52$	11.82	22.64%
2Y	-27.57	03/2007 02/2009	0.52$	-4.91	0.90$	9.29	1.19$	20.82	1.45$	34.15	03/2009 02/2011	1.79$	-4.26	22.55%
3Y	-18.30	04/2000 03/2003	0.54$	-5.24	0.85$	9.46	1.31$	17.60	1.62$	29.35	04/1995 03/1998	2.16$	4.57	21.23%
5Y	-9.08	03/2004 02/2009	0.62$	-2.78	0.86$	7.91	1.46$	14.55	1.97$	25.47	01/1995 12/1999	3.11$	6.80	29.90%
7Y	-6.31	03/2002 02/2009	0.63$	0.11	1.00$	4.71	1.38$	12.21	2.24$	17.61	09/1993 08/2000	3.11$	9.14	14.44%
10Y	-5.88	03/1999 02/2009	0.54$	0.22	1.02$	5.71	1.74$	11.28	2.91$	14.57	03/2009 02/2019	3.89$	9.76	12.86%
15Y	1.49	09/2000 08/2015	1.24$	2.20	1.38$	4.64	1.97$	7.34	2.89$	8.71	08/2008 07/2023	3.50$	8.42	0.00%
20Y	2.59	04/2000 03/2020	1.66$	4.02	2.19$	5.69	3.02$	7.04	3.89$	7.63	04/2003 03/2023	4.35$	7.10	0.00%
30Y	7.17	09/1993 08/2023	7.97$	7.17	7.97$	7.17	7.97$	7.17	7.97$	7.17	09/1993 08/2023	7.97$	7.17	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	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$	Latest	Negative Periods
1Y	-67.84	07/1931 06/1932	0.32$	-8.67	0.91$	10.70	1.10$	30.00	1.30$	160.57	07/1932 06/1933	2.60$	15.92	28.06%
2Y	-54.64	06/1930 05/1932	0.20$	-3.23	0.93$	10.15	1.21$	23.39	1.52$	55.64	07/1932 06/1934	2.42$	1.43	20.90%
3Y	-42.65	07/1929 06/1932	0.18$	-0.60	0.98$	9.78	1.32$	19.67	1.71$	42.43	03/1933 02/1936	2.88$	10.54	15.80%
5Y	-17.97	09/1929 08/1934	0.37$	0.99	1.05$	9.36	1.56$	17.38	2.22$	35.15	06/1932 05/1937	4.50$	11.09	10.94%
7Y	-7.64	07/1925 06/1932	0.57$	2.65	1.20$	9.02	1.83$	15.58	2.75$	25.68	02/1922 01/1929	4.95$	12.99	3.89%
10Y	-5.38	09/1929 08/1939	0.57$	4.04	1.48$	8.48	2.25$	15.32	4.15$	21.28	06/1949 05/1959	6.88$	12.79	3.56%
15Y	-0.72	09/1929 08/1944	0.89$	5.18	2.13$	8.29	3.30$	14.20	7.32$	19.24	08/1982 07/1997	14.01$	10.89	0.24%
20Y	1.60	09/1929 08/1949	1.37$	5.96	3.18$	7.80	4.48$	13.23	12.00$	17.90	04/1980 03/2000	26.94$	9.86	0.00%
30Y	3.02	06/1902 05/1932	2.43$	6.33	6.30$	9.70	16.07$	11.83	28.62$	14.57	06/1932 05/1962	59.17$	9.88	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	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$	Latest	Negative Periods
1Y	-64.30	07/1931 06/1932	0.35$	-11.25	0.88$	8.39	1.08$	27.28	1.27$	179.03	07/1932 06/1933	2.79$	11.82	31.25%
2Y	-49.63	06/1930 05/1932	0.25$	-5.11	0.90$	7.30	1.15$	21.10	1.46$	56.79	07/1932 06/1934	2.45$	-4.26	26.09%
3Y	-38.10	07/1929 06/1932	0.23$	-3.00	0.91$	7.49	1.24$	17.03	1.60$	40.17	09/1926 08/1929	2.75$	4.57	21.70%
5Y	-13.67	09/1929 08/1934	0.47$	-1.81	0.91$	6.98	1.40$	14.72	1.98$	33.81	06/1932 05/1937	4.28$	6.80	19.63%
7Y	-8.70	10/1967 09/1974	0.52$	0.10	1.00$	6.75	1.57$	13.10	2.36$	25.47	02/1922 01/1929	4.89$	9.14	14.69%
10Y	-5.88	03/1999 02/2009	0.54$	0.82	1.08$	6.68	1.90$	11.92	3.08$	20.08	06/1920 05/1930	6.23$	9.76	12.03%
15Y	-2.46	08/1967 07/1982	0.68$	2.06	1.35$	6.62	2.61$	10.79	4.65$	15.49	07/1949 06/1964	8.66$	8.42	5.57%
20Y	-0.64	07/1901 06/1921	0.87$	2.95	1.78$	6.50	3.52$	9.42	6.04$	13.51	04/1980 03/2000	12.60$	7.10	0.44%
30Y	1.22	06/1902 05/1932	1.43$	4.50	3.74$	6.50	6.61$	8.21	10.65$	11.59	06/1932 05/1962	26.84$	7.17	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the page.

Seasonality

In which months is it better to invest in Vanguard S&P 500 (VOO) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the

Asset Class Seasonality

page.

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Gain Frequency	1.58 40%	-1.51 40%	0.30 80%	2.98 80%	-0.04 80%	1.87 80%	4.46 100%	0.51 40%	-3.01 40%	1.59 60%	4.25 80%	-0.66 60%
Best	7.9 2019	3.2 2019	4.6 2021	12.8 2020	4.7 2020	7.0 2019	9.2 2022	7.0 2020	2.0 2019	8.1 2022	10.9 2020	4.6 2021
Worst	-5.2 2022	-8.1 2020	-12.5 2020	-8.8 2022	-6.3 2019	-8.3 2022	1.5 2019	-4.1 2022	-9.2 2022	-6.8 2018	-0.7 2021	-8.8 2018

Monthly Seasonality over the period Feb 1871 - Aug 2023

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Gain Frequency	0.40 40%	0.25 50%	0.54 70%	1.84 90%	0.89 90%	1.12 80%	3.24 90%	0.40 60%	-1.35 50%	2.38 70%	3.42 90%	0.06 60%
Best	7.9 2019	5.6 2015	6.9 2016	12.8 2020	4.7 2020	7.0 2019	9.2 2022	7.0 2020	3.4 2013	8.5 2015	10.9 2020	4.6 2021
Worst	-5.2 2022	-8.1 2020	-12.5 2020	-8.8 2022	-6.3 2019	-8.3 2022	-1.4 2014	-6.1 2015	-9.2 2022	-6.8 2018	-0.7 2021	-8.8 2018

Monthly Seasonality over the period Feb 1871 - Aug 2023

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Gain Frequency	1.53 65%	0.30 55%	0.57 63%	1.40 65%	0.20 58%	0.60 55%	1.48 61%	1.18 66%	-0.21 55%	0.58 57%	1.10 63%	1.24 68%
Best	13.3 1987	11.9 1931	11.2 1928	42.9 1933	16.5 1933	25.4 1938	38.5 1932	38.3 1932	16.9 1939	18.3 1974	12.3 1928	11.4 1991
Worst	-8.2 2009	-18.1 1933	-24.5 1938	-19.8 1932	-23.5 1940	-16.2 1930	-11.3 1934	-14.1 1998	-29.6 1931	-21.7 1987	-13.1 1929	-13.9 1931

Monthly Seasonality over the period Feb 1871 - Aug 2023

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the Vanguard S&P 500 (VOO) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

VANGUARD S&P 500 (VOO) ETF

Monthly Returns Distribution

Data Source: 1 September 1993 - 31 August 2023 (30 Years)

Data Source: 1 January 1871 - 31 August 2023 (~153 years)

234 Positive Months (65%) - 126 Negative Months (35%)

1123 Positive Months (61%) - 709 Negative Months (39%)

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(Scroll down to see all data)

Investment Returns, up to December 1993, are simulated.
They have been derived using the historical series of equivalent ETFs / Assets.

Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.

https://www.lazyportfolioetf.com/etf/vanguard-sp-500-voo/ (2024)

FAQs

What is Vanguard SP 500 ETF average return? ›

Vanguard S&P 500 ETFNYSE Arca:VOO

	Market Return % (as of 08/31/2023)	NAV Return % (as of 06/30/2023)
6-Month	+14.57%	+16.87%
Year-to-date	+18.73%	+16.87%
1-Year	+15.92%	+19.54%
3-Year	+10.54%	+14.56%

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Is Vanguard S&P 500 Index Fund a good investment? ›

Vanguard S&P 500 ETF (VOO)

Expense ratio: 0.03 percent. That means every $10,000 invested would cost $3 annually. Who is it good for?: Great for investors looking for a broadly diversified index fund at a low cost to serve as a core holding in their portfolio.

Index fund	Minimum investment	Expense ratio
Vanguard 500 Index Fund - Admiral Shares (VFIAX)	$3,000.	0.04%.
Schwab S&P 500 Index Fund (SWPPX)	No minimum.	0.02%.
Fidelity 500 Index Fund (FXAIX)	No minimum.	0.015%.
Fidelity Zero Large Cap Index (FNILX)	No minimum.	0.0%.

What rate of return should I expect from S&P 500? ›

The average stock market return is about 10% per year, as measured by the S&P 500 index, but that 10% average rate is reduced by inflation. Investors can expect to lose purchasing power of 2% to 3% every year due to inflation. Learn more about purchasing power with NerdWallet's inflation calculator.

Learn More Now ›

What ETF has the highest average return? ›

100 Highest 5 Year ETF Returns

Symbol	Name	5-Year Return
FNGU	MicroSectors FANG+™ Index 3X Leveraged ETN	18.84%
PSI	Invesco Semiconductors ETF	18.62%
XLK	Technology Select Sector SPDR Fund	18.24%
IYW	iShares U.S. Technology ETF	17.44%

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How many S&P 500 ETFs should I buy? ›

You only need one S&P 500 ETF

You could be tempted to buy all three ETFs, but just one will do the trick. You won't get any additional diversification benefits (meaning the mix of various assets) because all three funds track the same 500 companies.

Get More Info ›

Should I just invest in S&P 500 ETF? ›

Is Investing in the S&P 500 Less Risky Than Buying a Single Stock? Generally, yes. The S&P 500 is considered well-diversified by sector, which means it includes stocks in all major areas, including technology and consumer discretionary—meaning declines in some sectors may be offset by gains in other sectors.

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Is Vanguard S&P 500 low risk? ›

There's no single correct way to invest, and the Vanguard S&P 500 ETF won't be right for every portfolio. But if you're looking for a low-risk, low-maintenance investment that can help you make a lot of money with minimal effort, it could be a smart option.

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What is the 10 year return of the SP 500? ›

Basic Info. S&P 500 10 Year Return is at 176.0%, compared to 172.2% last month and 181.2% last year. This is higher than the long term average of 113.3%.

Know More ›

What is the average return of the S&P 500 last 10 years? ›

Average Market Return for the Last 10 Years

Looking at the S&P 500 from 2013 to mid-2023, the average S&P 500 return for the last 10 years is 12.39% (9.48% when adjusted for inflation), which is also higher than the annual average return of 10%.

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What is the average rate of return on Vanguard? ›

Benchmark Returns

Benchmark	Returns as of 08/31/2023	Average Annual Total Returns as of 08/31/2023
Benchmark	1 Month	1 Year
Consumer Discretionary Spliced Idx	–2.04%	12.82%
CRSP US Total Market Index	–1.94%	14.70%
Dividend Growth Spliced Index	–1.89%	12.62%

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What is the 5 year return of the S&P 500? ›

S&P 500 5 Year Return is at 55.36%, compared to 62.94% last month and 60.01% last year. This is higher than the long term average of 44.54%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.

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