Schwab Intermediate-Term U.S. Treasury ETF (SCHR): Rolling Returns

Data Source: from September 2010 to March 2024 (~14 years)
Consolidated Returns as of 31 March 2024

Holding the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~14 years), the longest period with a negative return lasted 93 months (from February 2016 to October 2023).

This means that every rolling period of 94 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF: Historical Returns page.

Rolling Returns

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.

SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 September 2010 - 31 March 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.55% +12.09%
May 2019 - Apr 2020 		-12.14%
Oct 2021 - Sep 2022 		40.13%
61 out of 152
US Inflation Adjusted -0.42% +11.70%
May 2019 - Apr 2020 		-18.80%
Oct 2021 - Sep 2022 		51.97%
79 out of 152
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.53% +8.90%
Aug 2018 - Jul 2020 		-7.42%
Nov 2020 - Oct 2022 		27.86%
39 out of 140
US Inflation Adjusted -0.27% +7.43%
May 2018 - Apr 2020 		-13.46%
Nov 2020 - Oct 2022 		52.14%
73 out of 140
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.89% +5.41%
Feb 2018 - Jan 2021 		-4.97%
Nov 2020 - Oct 2023 		17.97%
23 out of 128
US Inflation Adjusted +0.26% +3.54%
Feb 2018 - Jan 2021 		-10.11%
Nov 2020 - Oct 2023 		45.31%
58 out of 128
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.93% +4.20%
Jan 2017 - Dec 2020 		-2.62%
Apr 2020 - Mar 2024 		11.21%
13 out of 116
US Inflation Adjusted +0.37% +2.45%
Apr 2011 - Mar 2015 		-7.14%
Apr 2020 - Mar 2024 		40.52%
47 out of 116
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.77% +3.76%
Jul 2015 - Jun 2020 		-0.23%
Nov 2017 - Oct 2022 		1.92%
2 out of 104
US Inflation Adjusted -0.01% +2.41%
Apr 2011 - Mar 2016 		-3.93%
Nov 2017 - Oct 2022 		50.00%
52 out of 104
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.67% +3.71%
Apr 2014 - Mar 2020 		-0.34%
Oct 2016 - Sep 2022 		4.35%
4 out of 92
US Inflation Adjusted -0.08% +2.27%
May 2014 - Apr 2020 		-3.78%
Nov 2017 - Oct 2023 		51.09%
47 out of 92
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.86% +3.47%
Sep 2013 - Aug 2020 		-0.26%
Oct 2016 - Sep 2023 		5.00%
4 out of 80
US Inflation Adjusted +0.05% +1.93%
Sep 2013 - Aug 2020 		-3.65%
Oct 2016 - Sep 2023 		46.25%
37 out of 80
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.13% +2.98%
Apr 2012 - Mar 2020 		+0.16%
Nov 2015 - Oct 2023 		0.00%
0 out of 68
US Inflation Adjusted +0.29% +1.44%
Apr 2012 - Mar 2020 		-3.01%
Nov 2015 - Oct 2023 		44.12%
30 out of 68
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.99% +3.65%
Apr 2011 - Mar 2020 		+0.45%
Nov 2014 - Oct 2023 		0.00%
0 out of 56
US Inflation Adjusted -0.17% +1.98%
Apr 2011 - Mar 2020 		-2.40%
Nov 2014 - Oct 2023 		51.79%
29 out of 56
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.17% +3.31%
Jan 2011 - Dec 2020 		+0.51%
Nov 2012 - Oct 2022 		0.00%
0 out of 44
US Inflation Adjusted -1.37% +1.54%
Jan 2011 - Dec 2020 		-2.10%
Nov 2013 - Oct 2023 		63.64%
28 out of 44
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.98% +2.75%
Jan 2011 - Dec 2021 		+0.47%
Nov 2012 - Oct 2023 		0.00%
0 out of 32
US Inflation Adjusted -1.55% +0.58%
Sep 2010 - Aug 2021 		-2.08%
Nov 2012 - Oct 2023 		78.13%
25 out of 32
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.20% +1.80%
Apr 2011 - Mar 2023 		+0.75%
Nov 2011 - Oct 2023 		0.00%
0 out of 20
US Inflation Adjusted -1.33% -0.73%
Apr 2011 - Mar 2023 		-1.78%
Nov 2011 - Oct 2023 		100.00%
20 out of 20
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.36% +1.76%
Jan 2011 - Dec 2023 		+1.05%
Nov 2010 - Oct 2023 		0.00%
0 out of 8
US Inflation Adjusted -1.25% -0.84%
Jan 2011 - Dec 2023 		-1.56%
Nov 2010 - Oct 2023 		100.00%
8 out of 8
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF: Historical Returns page.