Consolidated Returns as of 31 March 2024
Holding the Schwab International Equity ETF (SCHF) 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 77 months (from November 2013 to March 2020).
This means that every rolling period of 78 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Schwab International Equity ETF (SCHF) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.72% |
+48.88%
Apr 2020 - Mar 2021 |
-24.96%
Oct 2021 - Sep 2022 |
39.38%
63 out of 160 |
US Inflation Adjusted | +3.55% |
+45.08%
Apr 2020 - Mar 2021 |
-30.65%
Oct 2021 - Sep 2022 |
42.50%
68 out of 160 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.71% |
+22.61%
Jun 2012 - May 2014 |
-9.82%
Apr 2018 - Mar 2020 |
25.68%
38 out of 148 |
US Inflation Adjusted | +1.27% |
+20.47%
Jun 2012 - May 2014 |
-11.33%
Apr 2018 - Mar 2020 |
44.59%
66 out of 148 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.87% |
+14.25%
Jun 2012 - May 2015 |
-2.06%
Apr 2017 - Mar 2020 |
8.09%
11 out of 136 |
US Inflation Adjusted | +3.66% |
+12.90%
Jun 2012 - May 2015 |
-5.96%
Oct 2019 - Sep 2022 |
23.53%
32 out of 136 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.20% |
+14.02%
Apr 2020 - Mar 2024 |
-1.33%
Oct 2018 - Sep 2022 |
0.81%
1 out of 124 |
US Inflation Adjusted | +2.91% |
+10.61%
Jul 2010 - Jun 2014 |
-5.23%
Oct 2018 - Sep 2022 |
8.06%
10 out of 124 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.96% |
+10.83%
Jul 2016 - Jun 2021 |
-0.57%
Oct 2017 - Sep 2022 |
3.57%
4 out of 112 |
US Inflation Adjusted | +3.13% |
+8.23%
Mar 2016 - Feb 2021 |
-4.17%
Oct 2017 - Sep 2022 |
19.64%
22 out of 112 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.80% |
+9.43%
Jun 2012 - May 2018 |
-0.65%
Apr 2014 - Mar 2020 |
1.00%
1 out of 100 |
US Inflation Adjusted | +2.48% |
+7.76%
Jun 2012 - May 2018 |
-2.12%
Apr 2014 - Mar 2020 |
9.00%
9 out of 100 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.47% |
+8.27%
Oct 2011 - Sep 2018 |
+1.53%
Apr 2013 - Mar 2020 |
0.00%
0 out of 88 |
US Inflation Adjusted | +3.35% |
+6.63%
Oct 2011 - Sep 2018 |
-0.16%
Nov 2015 - Oct 2022 |
2.27%
2 out of 88 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.44% |
+8.06%
Mar 2016 - Feb 2024 |
+1.56%
Oct 2014 - Sep 2022 |
0.00%
0 out of 76 |
US Inflation Adjusted | +3.13% |
+5.77%
Jul 2010 - Jun 2018 |
-1.21%
Oct 2014 - Sep 2022 |
5.26%
4 out of 76 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.95% |
+9.29%
Jun 2012 - May 2021 |
+1.48%
Apr 2011 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +2.55% |
+7.36%
Jun 2012 - May 2021 |
-0.79%
Oct 2013 - Sep 2022 |
4.69%
3 out of 64 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.09% |
+8.22%
Oct 2011 - Sep 2021 |
+2.49%
Apr 2010 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +2.94% |
+6.19%
Oct 2011 - Sep 2021 |
+0.47%
Nov 2013 - Oct 2023 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.68% |
+8.14%
Jul 2010 - Jun 2021 |
+3.48%
Jul 2011 - Jun 2022 |
0.00%
0 out of 40 |
US Inflation Adjusted | +3.08% |
+5.99%
Jul 2010 - Jun 2021 |
+0.95%
Jul 2011 - Jun 2022 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.15% |
+6.68%
Jan 2012 - Dec 2023 |
+3.31%
Oct 2010 - Sep 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | +2.58% |
+4.12%
Feb 2010 - Jan 2022 |
+0.71%
Oct 2010 - Sep 2022 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.18% |
+6.52%
Jul 2010 - Jun 2023 |
+4.27%
Nov 2010 - Oct 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +2.49% |
+3.80%
Jul 2010 - Jun 2023 |
+1.58%
Nov 2010 - Oct 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.66% |
+5.87%
Mar 2010 - Feb 2024 |
+5.36%
Jan 2010 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +2.96% |
+3.19%
Mar 2010 - Feb 2024 |
+2.75%
Jan 2010 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Schwab International Equity ETF (SCHF) ETF: Historical Returns page.