Seasonal Evaluation for Vanguard Total Stock Market ETF (VTI)
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 | 70.00% | 70.00% | 65.00% | 85.00% |
| Median Return | 3.82% | 3.17% | 4.46% | 6.37% |
| Average Return | 4.93% | 4.61% | 5.49% | 5.76% |
| Maximum Gain | 14.00% | 21.97% | 16.36% | 14.75% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -20.85% | -16.82% | -15.17% | -22.74% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.50% | 67.50% | 70.00% | 75.00% |
| Median Return | 5.77% | 3.60% | 3.17% | 5.55% |
| Average Return | 5.37% | 5.01% | 4.76% | 5.64% |
| Maximum Gain | 14.75% | 21.97% | 21.97% | 16.36% |
| Gain Year | 2020 | 2020 | 2020 | 2009 |
| Maximum Loss | -22.74% | -16.82% | -20.85% | -22.74% |
| Loss Year | 2008 | 2022 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||