Schwab U.S. Small-Cap ETF (SCHA): Rolling Returns

Data Source: from December 2009 to March 2024 (~14 years)
Consolidated Returns as of 31 March 2024

Holding the Schwab U.S. Small-Cap ETF (SCHA) 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 61 months (from March 2015 to March 2020).

This means that every rolling period of 62 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab U.S. Small-Cap ETF (SCHA) 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 U.S. SMALL-CAP ETF (SCHA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 December 2009 - 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 +9.99% +95.77%
Apr 2020 - Mar 2021 		-25.08%
Apr 2019 - Mar 2020 		28.57%
46 out of 161
US Inflation Adjusted +8.25% +90.77%
Apr 2020 - Mar 2021 		-30.43%
Jul 2021 - Jun 2022 		32.92%
53 out of 161
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 +10.13% +37.17%
Apr 2020 - Mar 2022 		-12.65%
Nov 2021 - Oct 2023 		15.44%
23 out of 149
US Inflation Adjusted +7.19% +29.96%
Apr 2020 - Mar 2022 		-17.18%
Nov 2021 - Oct 2023 		20.13%
30 out of 149
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 +10.46% +23.33%
Oct 2011 - Sep 2014 		-5.11%
Apr 2017 - Mar 2020 		1.46%
2 out of 137
US Inflation Adjusted +8.00% +21.42%
Oct 2011 - Sep 2014 		-6.89%
Apr 2017 - Mar 2020 		8.03%
11 out of 137
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 +10.36% +21.59%
Jul 2010 - Jun 2014 		+1.20%
Oct 2018 - Sep 2022 		0.00%
0 out of 125
US Inflation Adjusted +8.72% +19.07%
Dec 2009 - Nov 2013 		-2.80%
Oct 2018 - Sep 2022 		4.00%
5 out of 125
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 +9.96% +18.35%
Jul 2010 - Jun 2015 		-0.75%
Apr 2015 - Mar 2020 		0.88%
1 out of 113
US Inflation Adjusted +7.79% +16.28%
Dec 2009 - Nov 2014 		-2.52%
Apr 2015 - Mar 2020 		4.42%
5 out of 113
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 +10.79% +17.00%
Oct 2011 - Sep 2017 		+0.80%
Apr 2014 - Mar 2020 		0.00%
0 out of 101
US Inflation Adjusted +8.99% +15.37%
Oct 2011 - Sep 2017 		-0.70%
Apr 2014 - Mar 2020 		1.98%
2 out of 101
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 +10.82% +16.64%
Oct 2011 - Sep 2018 		+4.16%
Apr 2013 - Mar 2020 		0.00%
0 out of 89
US Inflation Adjusted +8.99% +14.87%
Oct 2011 - Sep 2018 		+2.60%
Apr 2013 - Mar 2020 		0.00%
0 out of 89
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 +10.22% +16.16%
Sep 2010 - Aug 2018 		+5.78%
Apr 2012 - Mar 2020 		0.00%
0 out of 77
US Inflation Adjusted +8.16% +14.09%
Sep 2010 - Aug 2018 		+2.57%
Jun 2015 - May 2023 		0.00%
0 out of 77
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 +10.73% +14.71%
Jun 2012 - May 2021 		+5.24%
Apr 2011 - Mar 2020 		0.00%
0 out of 65
US Inflation Adjusted +8.54% +12.68%
Jun 2012 - May 2021 		+2.58%
Nov 2014 - Oct 2023 		0.00%
0 out of 65
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 +10.49% +14.94%
Oct 2011 - Sep 2021 		+6.01%
Nov 2013 - Oct 2023 		0.00%
0 out of 53
US Inflation Adjusted +8.24% +12.78%
Oct 2011 - Sep 2021 		+3.13%
Nov 2013 - Oct 2023 		0.00%
0 out of 53
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 +10.44% +14.84%
Sep 2010 - Aug 2021 		+8.57%
Nov 2012 - Oct 2023 		0.00%
0 out of 41
US Inflation Adjusted +7.87% +12.56%
Jul 2010 - Jun 2021 		+5.81%
Nov 2012 - Oct 2023 		0.00%
0 out of 41
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 +10.23% +13.76%
Dec 2009 - Nov 2021 		+8.14%
Jun 2011 - May 2023 		0.00%
0 out of 29
US Inflation Adjusted +7.44% +11.42%
Dec 2009 - Nov 2021 		+5.46%
May 2011 - Apr 2023 		0.00%
0 out of 29
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 +9.79% +11.53%
Dec 2009 - Nov 2022 		+8.90%
Nov 2010 - Oct 2023 		0.00%
0 out of 17
US Inflation Adjusted +7.01% +8.83%
Dec 2009 - Nov 2022 		+6.09%
Nov 2010 - Oct 2023 		0.00%
0 out of 17
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.85% +10.92%
Jan 2010 - Dec 2023 		+10.52%
Apr 2010 - Mar 2024 		0.00%
0 out of 5
US Inflation Adjusted +8.06% +8.18%
Jan 2010 - Dec 2023 		+7.70%
Apr 2010 - Mar 2024 		0.00%
0 out of 5
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Schwab U.S. Small-Cap ETF (SCHA) ETF: Historical Returns page.