Consolidated Returns as of 31 March 2024
Holding the Schwab U.S. Large-Cap Growth ETF (SCHG) 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 28 months (from September 2020 to December 2022).
This means that every rolling period of 29 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Schwab U.S. Large-Cap Growth ETF (SCHG) 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 | +18.40% |
+63.86%
Apr 2020 - Mar 2021 |
-31.80%
Jan 2022 - Dec 2022 |
13.21%
21 out of 159 |
US Inflation Adjusted | +16.13% |
+59.68%
Apr 2020 - Mar 2021 |
-35.91%
Jan 2022 - Dec 2022 |
16.98%
27 out of 159 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.79% |
+37.76%
Apr 2020 - Mar 2022 |
-6.52%
Jan 2021 - Dec 2022 |
6.80%
10 out of 147 |
US Inflation Adjusted | +12.53% |
+35.13%
Jan 2019 - Dec 2020 |
-12.47%
Jan 2021 - Dec 2022 |
11.56%
17 out of 147 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.31% |
+34.34%
Jan 2019 - Dec 2021 |
+6.73%
Jan 2020 - Dec 2022 |
0.00%
0 out of 135 |
US Inflation Adjusted | +13.07% |
+29.71%
Jan 2019 - Dec 2021 |
+1.71%
Jan 2020 - Dec 2022 |
0.00%
0 out of 135 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.20% |
+25.44%
Sep 2017 - Aug 2021 |
+8.64%
Jan 2015 - Dec 2018 |
0.00%
0 out of 123 |
US Inflation Adjusted | +12.91% |
+22.14%
Sep 2017 - Aug 2021 |
+4.51%
Oct 2018 - Sep 2022 |
0.00%
0 out of 123 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.27% |
+25.56%
Nov 2016 - Oct 2021 |
+9.32%
Apr 2015 - Mar 2020 |
0.00%
0 out of 111 |
US Inflation Adjusted | +13.11% |
+22.24%
Nov 2016 - Oct 2021 |
+6.23%
Jan 2018 - Dec 2022 |
0.00%
0 out of 111 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.26% |
+21.84%
Jan 2016 - Dec 2021 |
+10.78%
Apr 2014 - Mar 2020 |
0.00%
0 out of 99 |
US Inflation Adjusted | +12.81% |
+18.62%
Sep 2015 - Aug 2021 |
+9.14%
Apr 2014 - Mar 2020 |
0.00%
0 out of 99 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.54% |
+19.14%
Nov 2014 - Oct 2021 |
+12.15%
Jan 2016 - Dec 2022 |
0.00%
0 out of 87 |
US Inflation Adjusted | +13.24% |
+16.87%
Oct 2011 - Sep 2018 |
+8.54%
Jan 2016 - Dec 2022 |
0.00%
0 out of 87 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.49% |
+19.98%
Sep 2013 - Aug 2021 |
+10.99%
Jan 2015 - Dec 2022 |
0.00%
0 out of 75 |
US Inflation Adjusted | +13.52% |
+17.66%
Sep 2013 - Aug 2021 |
+7.78%
Jan 2015 - Dec 2022 |
0.00%
0 out of 75 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.01% |
+20.26%
Nov 2012 - Oct 2021 |
+11.52%
Jan 2014 - Dec 2022 |
0.00%
0 out of 63 |
US Inflation Adjusted | +12.56% |
+17.92%
Nov 2012 - Oct 2021 |
+8.57%
Jan 2014 - Dec 2022 |
0.00%
0 out of 63 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.73% |
+19.89%
Oct 2011 - Sep 2021 |
+12.53%
Apr 2010 - Mar 2020 |
0.00%
0 out of 51 |
US Inflation Adjusted | +13.07% |
+17.63%
Oct 2011 - Sep 2021 |
+10.61%
Apr 2010 - Mar 2020 |
0.00%
0 out of 51 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.10% |
+19.76%
Sep 2010 - Aug 2021 |
+13.51%
Mar 2012 - Feb 2023 |
0.00%
0 out of 39 |
US Inflation Adjusted | +13.25% |
+17.34%
Sep 2010 - Aug 2021 |
+10.68%
Mar 2012 - Feb 2023 |
0.00%
0 out of 39 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.37% |
+17.28%
Feb 2010 - Jan 2022 |
+12.59%
Jan 2011 - Dec 2022 |
0.00%
0 out of 27 |
US Inflation Adjusted | +12.51% |
+14.75%
Feb 2010 - Jan 2022 |
+9.77%
Jan 2011 - Dec 2022 |
0.00%
0 out of 27 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.12% |
+16.40%
Sep 2010 - Aug 2023 |
+13.68%
Mar 2010 - Feb 2023 |
0.00%
0 out of 15 |
US Inflation Adjusted | +12.18% |
+13.40%
Sep 2010 - Aug 2023 |
+10.85%
Mar 2010 - Feb 2023 |
0.00%
0 out of 15 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.81% |
+16.05%
Mar 2010 - Feb 2024 |
+15.74%
Apr 2010 - Mar 2024 |
0.00%
0 out of 3 |
US Inflation Adjusted | +12.93% |
+13.11%
Mar 2010 - Feb 2024 |
+12.78%
Apr 2010 - Mar 2024 |
0.00%
0 out of 3 |
To obtain comprehensive information, please consult the Schwab U.S. Large-Cap Growth ETF (SCHG) ETF: Historical Returns page.