Last Update: 31 July 2022

Holding a position in the Schwab US Dividend Equity ETF (SCHD) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 3 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 1 year rolling periods, you would have obtained a positive returns 91.38% of times

All the returns are calculated over the available historical serie, starting from January 2012 until July 2022.

In order to have complete information about the ETF, please refer to the Schwab US Dividend Equity ETF (SCHD) ETF: historical returns page.

Rolling Returns

Schwab US Dividend Equity ETF (SCHD) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
15.16 67.92
Apr 2020 - Mar 2021
-10.88
Apr 2019 - Mar 2020
8.62%
2 Years
14.06 36.80
Apr 2020 - Mar 2022
-1.04
Apr 2018 - Mar 2020
0.96%
3 Years
12.83 23.91
Jan 2019 - Dec 2021
3.41
Apr 2017 - Mar 2020
0.00%
4 Years
12.58 17.78
Sep 2017 - Aug 2021
6.10
Apr 2016 - Mar 2020
0.00%
5 Years
12.78 17.27
Jun 2016 - May 2021
5.85
Apr 2015 - Mar 2020
0.00%
6 Years
12.73 17.00
Sep 2015 - Aug 2021
6.51
Apr 2014 - Mar 2020
0.00%
7 Years
12.49 14.18
Feb 2015 - Jan 2022
8.23
Apr 2013 - Mar 2020
0.00%
8 Years
12.98 14.72
Sep 2013 - Aug 2021
9.34
Apr 2012 - Mar 2020
0.00%
9 Years
14.34 15.88
Jun 2012 - May 2021
12.40
Aug 2013 - Jul 2022
0.00%
10 Years
14.29 15.34
Jan 2012 - Dec 2021
13.33
Jul 2012 - Jun 2022
0.00%
(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.16% +67.92%
Apr 2020 - Mar 2021
-10.88%
Apr 2019 - Mar 2020
8.62%
10 out of 116
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.06% +36.80%
Apr 2020 - Mar 2022
-1.04%
Apr 2018 - Mar 2020
0.96%
1 out of 104
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.83% +23.91%
Jan 2019 - Dec 2021
+3.41%
Apr 2017 - Mar 2020
0.00%
0 out of 92
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.58% +17.78%
Sep 2017 - Aug 2021
+6.10%
Apr 2016 - Mar 2020
0.00%
0 out of 80
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.78% +17.27%
Jun 2016 - May 2021
+5.85%
Apr 2015 - Mar 2020
0.00%
0 out of 68
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.73% +17.00%
Sep 2015 - Aug 2021
+6.51%
Apr 2014 - Mar 2020
0.00%
0 out of 56
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.49% +14.18%
Feb 2015 - Jan 2022
+8.23%
Apr 2013 - Mar 2020
0.00%
0 out of 44
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.98% +14.72%
Sep 2013 - Aug 2021
+9.34%
Apr 2012 - Mar 2020
0.00%
0 out of 32
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.34% +15.88%
Jun 2012 - May 2021
+12.40%
Aug 2013 - Jul 2022
0.00%
0 out of 20
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.29% +15.34%
Jan 2012 - Dec 2021
+13.33%
Jul 2012 - Jun 2022
0.00%
0 out of 8
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

In order to have complete information about the ETF, please refer to the Schwab US Dividend Equity ETF (SCHD) ETF: historical returns page.

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