Seasonal Evaluation for Vanguard Total World Stock ETF (VT)
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 | 70.59% | 76.47% | 61.11% | 83.33% |
| Median Return | 3.32% | 2.45% | 4.55% | 5.28% |
| Average Return | 4.33% | 3.41% | 5.30% | 4.81% |
| Maximum Gain | 12.21% | 21.80% | 19.00% | 15.50% |
| Gain Year | 2019 | 2009 | 2009 | 2020 |
| Maximum Loss | -22.15% | -15.15% | -18.98% | -22.83% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 17 years (2009-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.14% | 68.57% | 73.53% | 72.22% |
| Median Return | 4.31% | 3.49% | 3.15% | 5.05% |
| Average Return | 4.59% | 4.17% | 3.82% | 5.01% |
| Maximum Gain | 15.50% | 21.80% | 21.80% | 19.00% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -22.83% | -18.98% | -22.15% | -22.83% |
| Loss Year | 2008 | 2011 | 2020 | 2008 |
| Based on the past 17 years (2009-2025) | ||||