Consolidated Returns as of 31 March 2024
Holding the Schwab International Small-Cap Equity ETF (SCHC) 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 107 months (from May 2011 to March 2020).
This means that every rolling period of 108 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Schwab International Small-Cap Equity ETF (SCHC) 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 | +5.83% |
+64.26%
Apr 2020 - Mar 2021 |
-31.48%
Oct 2021 - Sep 2022 |
40.25%
64 out of 159 |
US Inflation Adjusted | +3.42% |
+60.06%
Apr 2020 - Mar 2021 |
-36.67%
Oct 2021 - Sep 2022 |
44.65%
71 out of 159 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.32% |
+27.69%
Apr 2020 - Mar 2022 |
-15.89%
Apr 2018 - Mar 2020 |
36.05%
53 out of 147 |
US Inflation Adjusted | +1.95% |
+21.73%
Jun 2012 - May 2014 |
-18.05%
Nov 2021 - Oct 2023 |
43.54%
64 out of 147 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.21% |
+15.06%
Jan 2019 - Dec 2021 |
-5.37%
Apr 2017 - Mar 2020 |
11.85%
16 out of 135 |
US Inflation Adjusted | +3.85% |
+13.12%
Jun 2012 - May 2015 |
-7.14%
Apr 2017 - Mar 2020 |
22.22%
30 out of 135 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.06% |
+15.00%
Jul 2010 - Jun 2014 |
-3.61%
Oct 2018 - Sep 2022 |
3.25%
4 out of 123 |
US Inflation Adjusted | +3.28% |
+12.49%
Jul 2010 - Jun 2014 |
-7.42%
Oct 2018 - Sep 2022 |
17.89%
22 out of 123 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.98% |
+10.63%
Jun 2010 - May 2015 |
-2.45%
Oct 2017 - Sep 2022 |
4.50%
5 out of 111 |
US Inflation Adjusted | +3.22% |
+8.89%
Aug 2012 - Jul 2017 |
-5.99%
Oct 2017 - Sep 2022 |
26.13%
29 out of 111 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.70% |
+10.87%
Jun 2012 - May 2018 |
-2.44%
Apr 2014 - Mar 2020 |
3.03%
3 out of 99 |
US Inflation Adjusted | +2.70% |
+9.18%
Jun 2012 - May 2018 |
-3.89%
Apr 2014 - Mar 2020 |
20.20%
20 out of 99 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.55% |
+9.10%
Jul 2010 - Jun 2017 |
+0.57%
Apr 2013 - Mar 2020 |
0.00%
0 out of 87 |
US Inflation Adjusted | +3.68% |
+7.37%
Oct 2011 - Sep 2018 |
-1.06%
Oct 2015 - Sep 2022 |
6.90%
6 out of 87 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+9.40%
Jun 2010 - May 2018 |
+0.99%
Oct 2014 - Sep 2022 |
0.00%
0 out of 75 |
US Inflation Adjusted | +2.71% |
+7.54%
Feb 2010 - Jan 2018 |
-1.77%
Oct 2014 - Sep 2022 |
9.33%
7 out of 75 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.84% |
+9.72%
Jun 2012 - May 2021 |
+0.36%
Apr 2011 - Mar 2020 |
0.00%
0 out of 63 |
US Inflation Adjusted | +2.91% |
+7.78%
Jun 2012 - May 2021 |
-1.27%
Oct 2013 - Sep 2022 |
19.05%
12 out of 63 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.28% |
+8.71%
Oct 2011 - Sep 2021 |
+2.12%
Nov 2013 - Oct 2023 |
0.00%
0 out of 51 |
US Inflation Adjusted | +3.37% |
+6.67%
Oct 2011 - Sep 2021 |
-0.64%
Nov 2013 - Oct 2023 |
1.96%
1 out of 51 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.16% |
+8.86%
Jun 2010 - May 2021 |
+2.98%
Jul 2011 - Jun 2022 |
0.00%
0 out of 39 |
US Inflation Adjusted | +2.55% |
+6.79%
Jun 2010 - May 2021 |
+0.46%
Jul 2011 - Jun 2022 |
0.00%
0 out of 39 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.79% |
+7.07%
Feb 2010 - Jan 2022 |
+3.02%
Jun 2011 - May 2023 |
0.00%
0 out of 27 |
US Inflation Adjusted | +2.12% |
+4.76%
Feb 2010 - Jan 2022 |
+0.48%
Jun 2011 - May 2023 |
0.00%
0 out of 27 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.95% |
+6.08%
Jul 2010 - Jun 2023 |
+3.43%
Nov 2010 - Oct 2023 |
0.00%
0 out of 15 |
US Inflation Adjusted | +2.34% |
+3.37%
Jul 2010 - Jun 2023 |
+0.76%
Nov 2010 - Oct 2023 |
0.00%
0 out of 15 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.45% |
+5.49%
Mar 2010 - Feb 2024 |
+5.27%
Apr 2010 - Mar 2024 |
0.00%
0 out of 3 |
US Inflation Adjusted | +2.82% |
+2.82%
Mar 2010 - Feb 2024 |
+2.58%
Apr 2010 - Mar 2024 |
0.00%
0 out of 3 |
To obtain comprehensive information, please consult the Schwab International Small-Cap Equity ETF (SCHC) ETF: Historical Returns page.