Seasonal Evaluation for Vanguard S&P 500 ETF (VOO)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 73.33% | 86.67% | 73.33% | 87.50% |
| Median Return | 5.77% | 3.55% | 3.85% | 7.27% |
| Average Return | 5.16% | 2.89% | 3.76% | 7.12% |
| Maximum Gain | 13.57% | 20.30% | 9.01% | 12.17% |
| Gain Year | 2019 | 2020 | 2020 | 2020 |
| Maximum Loss | -19.58% | -16.11% | -13.74% | -13.47% |
| Loss Year | 2020 | 2022 | 2011 | 2018 |
| Based on the past 15 years (2011-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 80.65% | 80.00% | 80.00% | 80.65% |
| Median Return | 6.36% | 3.70% | 3.90% | 5.52% |
| Average Return | 6.18% | 3.26% | 3.77% | 5.38% |
| Maximum Gain | 13.57% | 20.30% | 20.30% | 12.17% |
| Gain Year | 2019 | 2020 | 2020 | 2020 |
| Maximum Loss | -19.58% | -16.11% | -19.58% | -13.74% |
| Loss Year | 2020 | 2022 | 2020 | 2011 |
| Based on the past 15 years (2011-2025) | ||||