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

Data Source: from January 1871 to February 2024 (~153 years)
Consolidated Returns as of 29 February 2024

Category: Stocks

Vanguard S&P 500 (VOO) ETF

ETF • LIVE PERFORMANCE (USD currency)

5.21%

February 2024

In the last 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 10.29% compound annual return, with a 15.12% standard deviation.

Table of contents

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Employ the best metrics to evaluate it
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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 Feb 29, 2024

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.
the actual US Inflation rates.

VANGUARD S&P 500 (VOO) ETF

Consolidated returns as of 29 February 2024

Swipe left to see all data

	Chg (%)		Return (%)	Return (%) as of Feb 29, 2024
	1 Day	*Time ET^()**	Mar 2024	1M	6M	1Y	5Y	10Y	30Y	MAX (~153Y)
Vanguard S&P 500 (VOO) ETF	n.a.		n.a.	5.21	13.73	30.30	14.69	12.64	10.29	9.01
US Inflation Adjusted return				4.74	11.95	26.30	10.07	9.55	7.56	6.74

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

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

US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 5Y: 4.19% , 10Y: 2.82% , 30Y: 2.54%

Live update: World Markets and Indexes

In 2023, the Vanguard S&P 500 (VOO) ETF granted a 1.82% dividend yield. If you are interested in getting periodic income, please refer to the page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 1994, now would be worth 18.86$, with a total return of 1786.02% (10.29% annualized).

The Inflation Adjusted Capital now would be 8.89$, with a net total return of 789.49% (7.56% annualized).

An investment of 1$, since January 1871, now would be worth 545650.56$, with a total return of 54564955.81% (9.01% annualized).

The Inflation Adjusted Capital now would be 21889.79$, with a net total return of 2188878.77% (6.74% annualized).

Readings that may interest you

Investment Metrics as of Feb 29, 2024

Metrics of Vanguard S&P 500 (VOO) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:

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

the actual US Inflation rates.

VANGUARD S&P 500 (VOO) ETF

Advanced Metrics

Data Source: 1 January 1871 - 29 February 2024 (~153 years)

Swipe left to see all data

	Metrics as of Feb 29, 2024
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~153Y)
Investment Return (%)	5.21	11.80	13.73	30.30	11.83	14.69	12.64	9.83	10.29	9.01
Infl. Adjusted Return (%) details	4.74	10.71	11.95	26.30	5.83	10.07	9.55	7.06	7.56	6.74
US Inflation (%)	0.44	0.98	1.59	3.17	5.68	4.19	2.82	2.59	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 (%)				-8.33	-23.91	-23.91	-23.91	-50.80	-50.80	-83.65
Start to Recovery (# months) details				4	24	24	24	53	53	186
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2007 11	1929 09
Start to Bottom (# months)				3	9	9	9	16	16	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 06
Bottom to End (# months)				1	15	15	15	37	37	152
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	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)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	25	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2002 09	1932 06
Bottom to End (# months)				1	15	15	15	37	50	152
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	2012 03	2006 11	1945 02
Longest negative period (# months) details				4	27	27	27	68	141	187
Period Start (yyyy mm)				2023 07	2021 08	2021 08	2021 08	2005 01	2000 01	1929 09
Period End (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2010 08	2011 09	1945 03
Annualized Return (%)				-15.12	-0.58	-0.58	-0.58	-0.50	-0.45	-0.12
Deepest Drawdown Depth (%)				-9.20	-27.90	-27.90	-27.90	-51.61	-54.36	-79.35
Start to Recovery (# months) details				5	26*	26*	26*	65	153	188
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	33
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				2	17	17	17	49	51	155
End (yyyy mm)				2023 12	-	-	-	2013 03	2013 05	1945 04
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	33
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				2	17	17	17	49	51	155
End (yyyy mm)				2023 12	-	-	-	2013 03	2013 05	1945 04
Longest negative period (# months) details				6	32	34	34	91	164	256
Period Start (yyyy mm)				2023 05	2021 03	2021 01	2021 01	2004 03	1999 05	1911 03
Period End (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2011 09	2012 12	1932 06
Annualized Return (%)				-0.30	-0.67	-0.24	-0.24	-0.75	-0.15	-0.07
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				13.07	17.44	18.19	15.05	14.87	15.12	16.52
Sharpe Ratio				1.92	0.54	0.71	0.76	0.57	0.53	0.30
Sortino Ratio				2.66	0.72	0.93	1.02	0.75	0.70	0.43
Ulcer Index				2.93	9.89	8.38	6.39	12.19	14.76	18.03
Ratio: Return / Standard Deviation				2.32	0.68	0.81	0.84	0.66	0.68	0.55
Ratio: Return / Deepest Drawdown				3.64	0.49	0.61	0.53	0.19	0.20	0.11
% Positive Months details				75%	63%	65%	69%	66%	65%	61%
Positive Months				9	23	39	83	160	235	1127
Negative Months				3	13	21	37	80	125	711
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							12.64	16.60	16.60	21.28
Worst 10 Years Return (%) - Annualized							12.64	6.38	-3.45	-5.38
Best 10 Years Return (%) - Annualized							9.55	14.58	14.58	20.08
Worst 10 Years Return (%) - Annualized							9.55	4.54	-5.89	-5.89
ROLLING PERIODS 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	10.29
Worst Rolling Return (%) - Annualized				-43.44	-16.28	-6.67	-3.45	4.71	10.29
% Positive Periods				79%	81%	83%	90%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				72.53	23.13	14.10	7.18	4.44	8.53
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.77	7.57
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				52.47	29.34	25.47	14.58	7.62	7.56
Worst Rolling Return (%) - Annualized				-43.44	-18.28	-9.08	-5.89	2.58	7.56
% Positive Periods				77%	78%	70%	87%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				72.53	23.13	14.10	7.18	4.44	8.53
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.77	7.57
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1871 - Feb 2024)
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				72%	84%	89%	96%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				57.80	16.42	9.43	5.56	3.30	2.87
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	1.44
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				179.03	40.17	33.81	20.08	13.52	11.59
Worst Rolling Return (%) - Annualized				-64.30	-38.10	-13.67	-5.89	-0.64	1.22
% Positive Periods				68%	78%	80%	88%	99%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				57.80	16.42	9.43	5.56	3.30	2.87
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	1.44
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com

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 initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

The first official book of

Mastering ETF Investing

Correlations as of Feb 29, 2024

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 29 February 2024

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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	0.99	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	0.77	0.87	0.85	0.82	0.81
VNQ	US REITs	0.86	0.85	0.75	0.61	0.60
QQQ	US Technology	0.85	0.93	0.92	0.83	0.82
PFF	Preferred Stocks	0.70	0.80	0.73	0.47	0.46
EFA	EAFE Stocks	0.91	0.90	0.87	0.83	0.80
VT	World All Countries	0.98	0.98	0.97	0.95	0.94
EEM	Emerging Markets	0.85	0.73	0.69	0.73	0.70
VGK	Europe	0.89	0.89	0.86	0.84	0.83
VPL	Pacific	0.93	0.85	0.83	0.71	0.66
FLLA	Latin America	0.82	0.69	0.57	0.64	0.63
BND	US Total Bond Market	0.71	0.52	0.39	0.17	0.17
TLT	Long Term Treasuries	0.79	0.20	0.09	-0.10	-0.09
BIL	US Cash	0.25	-0.04	-0.01	-0.01	-0.01
TIP	TIPS	0.65	0.62	0.50	0.21	0.21
LQD	Invest. Grade Bonds	0.77	0.67	0.57	0.33	0.33
HYG	High Yield Bonds	0.86	0.85	0.81	0.67	0.67
CWB	US Convertible Bonds	0.84	0.85	0.86	0.84	0.84
BNDX	International Bonds	0.64	0.56	0.43	0.16	0.16
EMB	Emerg. Market Bonds	0.91	0.78	0.67	0.56	0.56
GLD	Gold	0.21	0.25	0.10	0.05	0.04
DBC	Commodities	0.01	0.46	0.41	0.32	0.32

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 March 1994 - 29 February 2024 (30 Years)

Data Source: 1 January 1871 - 29 February 2024 (~153 years)

Inflation Adjusted:

Chart Table Range

Swipe left to see all data

	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	Dec 2023	15	24	11.99
-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
-6.60%	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
-5.03%	Apr 2000	May 2000	2	Aug 2000	3	5	3.40

	Drawdown period	Recovery period	Total
-54.36%	Sep 2000	Feb 2009	102	May 2013	51	153	27.03
-27.90%	Jan 2022	Sep 2022	9	in progress	17	26	15.88
-19.43%	Jan 2020	Mar 2020	3	Jul 2020	4	7	8.22
-15.59%	Jul 1998	Aug 1998	2	Nov 1998	3	5	7.76
-13.67%	Oct 2018	Dec 2018	3	Apr 2019	4	7	6.44
-8.52%	Mar 2015	Sep 2015	7	May 2016	8	15	3.78
-7.09%	Jan 2000	Feb 2000	2	Mar 2000	1	3	4.41
-6.77%	Jul 1999	Sep 1999	3	Nov 1999	2	5	3.58
-6.52%	Sep 2020	Oct 2020	2	Nov 2020	1	3	3.82
-6.38%	Feb 2018	Mar 2018	2	Aug 2018	5	7	3.99
-6.37%	May 2019	May 2019	1	Jun 2019	1	2	3.68
-5.62%	Apr 2000	Jul 2000	4	Aug 2000	1	5	3.76
-5.42%	Aug 1997	Aug 1997	1	Dec 1997	4	5	2.72
-5.05%	Sep 2021	Sep 2021	1	Oct 2021	1	2	2.91
-4.68%	Jul 1996	Jul 1996	1	Sep 1996	2	3	2.77

	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	Dec 2023	15	24	11.99
-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
-54.36%	Sep 2000	Feb 2009	102	May 2013	51	153	27.03
-53.70%	Jan 1973	Sep 1974	21	Jan 1985	124	145	29.44
-47.98%	Dec 1916	Dec 1920	49	Aug 1924	44	93	29.97
-37.74%	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	15.98
-30.45%	Sep 1987	Nov 1987	3	Jul 1989	20	23	17.45
-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
-27.90%	Jan 2022	Sep 2022	9	in progress	17	26	15.88
-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	12.38
-19.43%	Jan 2020	Mar 2020	3	Jul 2020	4	7	8.22

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 March 1994 - 29 February 2024 (30 Years)

Data Source: 1 January 1871 - 29 February 2024 (~153 years)

Inflation Adjusted:

Return Chart Capital Chart Table

Swipe left to see all data

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$	14.10	1.14$	27.29	1.27$	56.46	04/2020 03/2021	1.56$	30.30	20.06%
2Y	-26.04	03/2007 02/2009	0.54$	-3.63	0.92$	11.82	1.25$	23.47	1.52$	37.00	03/2009 02/2011	1.87$	9.62	16.91%
3Y	-16.28	04/2000 03/2003	0.58$	-2.86	0.91$	11.70	1.39$	20.37	1.74$	32.35	04/1995 03/1998	2.31$	11.83	18.77%
5Y	-6.67	03/2004 02/2009	0.70$	-0.32	0.98$	10.66	1.65$	16.71	2.16$	28.45	01/1995 12/1999	3.49$	14.69	16.28%
7Y	-3.91	03/2002 02/2009	0.75$	2.73	1.20$	6.95	1.60$	14.07	2.51$	17.82	05/1994 04/2001	3.15$	13.53	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$	12.64	9.96%
15Y	3.68	09/2000 08/2015	1.72$	4.58	1.95$	7.27	2.86$	9.85	4.09$	15.96	03/2009 02/2024	9.21$	15.96	0.00%
20Y	4.71	04/2000 03/2020	2.51$	6.24	3.35$	8.03	4.68$	9.67	6.33$	10.32	04/2003 03/2023	7.13$	9.83	0.00%
30Y	10.29	03/1994 02/2024	18.86$	10.29	18.86$	10.29	18.86$	10.29	18.86$	10.29	03/1994 02/2024	18.86$	10.29	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	-43.44	03/2008 02/2009	0.56$	-10.36	0.89$	11.76	1.11$	23.43	1.23$	52.47	04/2020 03/2021	1.52$	26.30	22.06%
2Y	-27.53	03/2007 02/2009	0.52$	-5.91	0.88$	9.00	1.18$	20.78	1.45$	34.14	03/2009 02/2011	1.79$	4.85	23.74%
3Y	-18.28	04/2000 03/2003	0.54$	-5.27	0.85$	9.29	1.30$	17.62	1.62$	29.34	04/1995 03/1998	2.16$	5.83	21.23%
5Y	-9.08	03/2004 02/2009	0.62$	-2.81	0.86$	7.66	1.44$	14.38	1.95$	25.47	01/1995 12/1999	3.10$	10.07	29.57%
7Y	-6.33	03/2002 02/2009	0.63$	0.11	1.00$	4.72	1.38$	12.10	2.22$	15.35	03/2009 02/2016	2.71$	9.66	14.44%
10Y	-5.89	03/1999 02/2009	0.54$	0.22	1.02$	5.71	1.74$	11.26	2.90$	14.58	03/2009 02/2019	3.89$	9.55	12.86%
15Y	1.49	09/2000 08/2015	1.24$	2.18	1.38$	4.86	2.03$	7.62	3.00$	13.05	03/2009 02/2024	6.29$	13.05	0.00%
20Y	2.58	04/2000 03/2020	1.66$	4.02	2.20$	5.68	3.02$	7.03	3.89$	7.62	04/2003 03/2023	4.34$	7.06	0.00%
30Y	7.56	03/1994 02/2024	8.89$	7.56	8.89$	7.56	8.89$	7.56	8.89$	7.56	03/1994 02/2024	8.89$	7.56	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$	-8.66	0.91$	10.71	1.10$	30.00	1.30$	160.57	07/1932 06/1933	2.60$	30.30	27.97%
2Y	-54.64	06/1930 05/1932	0.20$	-3.20	0.93$	10.11	1.21$	23.38	1.52$	55.64	07/1932 06/1934	2.42$	9.62	20.88%
3Y	-42.65	07/1929 06/1932	0.18$	-0.60	0.98$	9.80	1.32$	19.67	1.71$	42.43	03/1933 02/1936	2.88$	11.83	15.75%
5Y	-17.97	09/1929 08/1934	0.37$	0.99	1.05$	9.40	1.56$	17.37	2.22$	35.15	06/1932 05/1937	4.50$	14.69	10.91%
7Y	-7.64	07/1925 06/1932	0.57$	2.66	1.20$	9.07	1.83$	15.43	2.73$	25.68	02/1922 01/1929	4.95$	13.53	3.87%
10Y	-5.38	09/1929 08/1939	0.57$	4.05	1.48$	8.48	2.25$	15.32	4.15$	21.28	06/1949 05/1959	6.88$	12.64	3.55%
15Y	-0.72	09/1929 08/1944	0.89$	5.19	2.13$	8.32	3.31$	14.23	7.35$	19.24	08/1982 07/1997	14.01$	15.96	0.24%
20Y	1.60	09/1929 08/1949	1.37$	5.96	3.18$	7.81	4.49$	13.22	11.97$	17.90	04/1980 03/2000	26.94$	9.83	0.00%
30Y	3.02	06/1902 05/1932	2.43$	6.33	6.30$	9.71	16.13$	11.82	28.52$	14.57	06/1932 05/1962	59.17$	10.29	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$	-11.23	0.88$	8.40	1.08$	27.20	1.27$	179.03	07/1932 06/1933	2.79$	26.30	31.14%
2Y	-49.63	06/1930 05/1932	0.25$	-5.11	0.90$	7.26	1.15$	21.07	1.46$	56.79	07/1932 06/1934	2.45$	4.85	26.17%
3Y	-38.10	07/1929 06/1932	0.23$	-3.00	0.91$	7.44	1.24$	17.03	1.60$	40.17	09/1926 08/1929	2.75$	5.83	21.63%
5Y	-13.67	09/1929 08/1934	0.47$	-1.81	0.91$	6.99	1.40$	14.70	1.98$	33.81	06/1932 05/1937	4.28$	10.07	19.51%
7Y	-8.70	10/1967 09/1974	0.52$	0.11	1.00$	6.79	1.58$	13.09	2.36$	25.47	02/1922 01/1929	4.89$	9.66	14.64%
10Y	-5.89	03/1999 02/2009	0.54$	0.82	1.08$	6.71	1.91$	11.87	3.07$	20.08	06/1920 05/1930	6.23$	9.55	11.98%
15Y	-2.46	08/1967 07/1982	0.68$	2.08	1.36$	6.65	2.62$	10.83	4.67$	15.49	07/1949 06/1964	8.67$	13.05	5.42%
20Y	-0.64	07/1901 06/1921	0.87$	2.96	1.79$	6.51	3.53$	9.40	6.03$	13.52	04/1980 03/2000	12.62$	7.06	0.38%
30Y	1.22	06/1902 05/1932	1.43$	4.50	3.75$	6.51	6.63$	8.20	10.64$	11.59	06/1932 05/1962	26.81$	7.56	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	0.32 40%	-1.12 40%	0.30 80%	2.98 80%	-0.04 80%	1.87 80%	4.46 100%	0.51 40%	-4.08 20%	2.52 60%	5.70 80%	2.02 80%
Best	6.3 2023	5.2 2024	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 2023
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	-2.5 2020	-0.7 2021	-5.7 2022

Monthly Seasonality over the period Feb 1871 - Feb 2024

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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	0.91 50%	0.32 50%	0.54 70%	1.84 90%	0.89 90%	1.12 80%	3.24 90%	0.40 60%	-2.16 40%	1.72 60%	4.04 90%	0.26 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	2.0 2017	8.5 2015	10.9 2020	4.6 2023
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 - Feb 2024

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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%	0.33 55%	0.57 63%	1.40 65%	0.20 58%	0.60 55%	1.48 61%	1.18 66%	-0.24 54%	0.56 56%	1.15 63%	1.26 69%
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 - Feb 2024

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 March 1994 - 29 February 2024 (30 Years)

Data Source: 1 January 1871 - 29 February 2024 (~153 years)

235 Positive Months (65%) - 125 Negative Months (35%)

1127 Positive Months (61%) - 711 Negative Months (39%)

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(Scroll down to see all data)

Investment Returns, up to December 1993, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.

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FAQs

What is Vanguard SP 500 ETF average return? ›

Vanguard S&P 500 (VOO): Historical Returns

Video Player is loading. In the last 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 10.55% compound annual return, with a 15.09% standard deviation.

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What is the return rate for VOO? ›

Total returns

as of 03/31/2024	1 MONTH	YTD as of 03/31/2024
VOO (Market price)	3.19%	10.45%
VOO (NAV)	3.22%	10.55%
BenchmarkS&P 500 Index2	3.22%	10.56%

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What is the return of the VOO S&P 500 ETF? ›

VOO - Vanguard S&P 500 ETF

9.62%YTD Daily Total Return.
28.88%1-Year Daily Total Return.
9.72%3-Year Daily Total Return.

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How much dividend does Vanguard S&P 500 pay? ›

When is VOO dividend payment date? VOO's next quarterly payment date is on Mar 27, 2024, when VOO shareholders who owned VOO shares before Mar 22, 2024 received a dividend payment of $1.54 per share. Add VOO to your watchlist to be reminded of VOO's next dividend payment.

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Should I invest all my money in VOO? ›

Vanguard S&P 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOO is a great option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market.

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How much do I need to invest in Vanguard S&P 500? ›

How much does it cost to buy Vanguard index fund shares? Investors make an initial minimum investment — typically around $3,000 — and pay annual costs to maintain the fund, known as an expense ratio, based on a small percentage of your cash invested in the fund.

Does VOO 500 pay dividends? ›

Vanguard S&P 500 ETF (VOO)

VOO has a dividend yield of 1.35% and paid $6.41 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 22, 2024.

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Which S&P 500 ETF is the best? ›

Top S&P 500 index funds in 2024

Fund (ticker)	5-year annual returns	Expense ratio
Vanguard S&P 500 ETF (VOO)	14.5%	0.03%
SPDR S&P 500 ETF Trust (SPY)	14.5%	0.095%
iShares Core S&P 500 ETF (IVV)	14.5%	0.03%
Schwab S&P 500 Index (SWPPX)	14.5%	0.02%

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Apr 5, 2024

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Should you buy both VTI and VOO? ›

Or, you could also invest in both, for example, by putting half in VOO and half in VTI. Here's a summary of which one to choose: If you want to own only the biggest and safest stocks, choose VOO. If you want more diversification and exposure to mid-caps and small-caps, choose VTI.

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How often does VOO stock pay dividends? ›

There are typically 4 dividends per year (excluding specials), and the dividend cover is approximately 1.0.

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What is the most popular Vanguard index fund? ›

Best Vanguard Index Funds to Buy: Stocks

Vanguard Small Cap Index/ETF VSCIX VB.
Vanguard Small-Cap Value Index/ETF VSIAX VBR.
Vanguard Total International Stock Index/ETF VGTSX VXUS.
Vanguard Total Stock Market Index/ETF VITSX VTI.
Vanguard Total World Stock Index/ETF VTWAX VT.
Vanguard Value Index/ETF VVIAX VTV.

More items...

Jan 19, 2024

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Which is better Vanguard S&P 500 index fund or ETF? ›

Both VFIAX, a mutual fund, and SPY, an ETF, seek to track the S&P 500. The SPY ETF may have a slight tax advantage over the VFIAX mutual fund since it's not actively managed, meaning there's less buying and selling of trades. VFIAX and SPY are generally considered strong investments, especially for passive investors.

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Which Vanguard fund pays highest dividends? ›

Eight top dividend index funds to buy

Fund	Dividend Yield	Expense Ratio
Vanguard High Dividend Yield ETF (NYSEMKT:VYM)	2.86%	0.06%
Vanguard Dividend Appreciation ETF (NYSEMKT:VIG)	1.80%	0.06%
iShares Core Dividend Growth ETF (NYSEMKT:DGRO)	2.33%	0.08%
Vanguard Real Estate ETF (NYSEMKT:VNQ)	4.06%	0.12%

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3 days ago

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Which ETF pays the highest dividend? ›

Top 100 Highest Dividend Yield ETFs

Symbol	Name	Dividend Yield
KMET	KraneShares Electrification Metals Strategy ETF	54.10%
NVD	GraniteShares 2x Short NVDA Daily ETF	53.09%
TILL	Teucrium Agricultural Strategy No K-1 ETF	52.74%
CONY	YieldMax COIN Option Income Strategy ETF	49.51%

93 more rows

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How do ETFs avoid taxes? ›

Mutual fund investors pay capital gains tax on assets sold by their funds. ETFs, however, don't subject investors to the same tax policies. ETF providers offer shares "in kind," with authorized participants a buffer between investors and the providers' trading-triggered tax events.

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

S&P 500 10 Year Return (I:SP50010Y)

S&P 500 10 Year Return is at 180.6%, compared to 174.1% last month and 161.9% last year. This is higher than the long term average of 114.4%.

Is Vanguard S&P 500 ETF a good investment? ›

The Vanguard S&P 500 ETF (VOO 0.12%) is a top choice for most index fund investors. Even Warren Buffett recommends it above any other investment. There's a good reason for that. Its low expense ratio and tight index tracking make it a top choice for anyone looking to match the returns of the S&P 500.