Seasonal Analysis for Vanguard Dividend Appreciation ETF (VIG)
The following two tables show the seasonal performance of Vanguard Dividend Appreciation ETF, with the stock symbol VIG. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 63.16% | 73.68% | 65.00% | 80.00% |
| Median Return | 1.93% | 3.00% | 3.73% | 6.08% |
| Average Return | 3.17% | 3.52% | 5.62% | 5.93% |
| Maximum Gain | 12.46% | 13.93% | 12.57% | 13.00% |
| Gain Year | 2019 | 2020 | 2009 | 2022 |
| Maximum Loss | -16.68% | -11.09% | -12.40% | -15.56% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 19 years (2007-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 71.79% | 69.23% | 68.42% | 72.50% |
| Median Return | 4.75% | 3.14% | 2.47% | 5.04% |
| Average Return | 4.53% | 4.41% | 3.35% | 5.79% |
| Maximum Gain | 13.00% | 13.93% | 13.93% | 13.00% |
| Gain Year | 2022 | 2020 | 2020 | 2022 |
| Maximum Loss | -16.68% | -12.40% | -16.68% | -15.56% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 19 years (2007-2025) | ||||