Schwab US REIT ETF (SCHH): Rolling Returns

Data Source: from February 2011 to March 2024 (~13 years)
Consolidated Returns as of 31 March 2024

Holding the Schwab US REIT ETF (SCHH) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~13 years), the longest period with a negative return lasted 88 months (from July 2016 to October 2023).

This means that every rolling period of 89 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab US REIT ETF (SCHH) 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 US REIT ETF (SCHH) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 February 2011 - 31 March 2024 (~13 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.37% +46.03%
Nov 2020 - Oct 2021 		-25.93%
Nov 2019 - Oct 2020 		28.57%
42 out of 147
US Inflation Adjusted +4.32% +37.48%
Nov 2020 - Oct 2021 		-29.51%
Jan 2022 - Dec 2022 		34.01%
50 out of 147
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 +7.31% +26.11%
Apr 2020 - Mar 2022 		-13.79%
Nov 2021 - Oct 2023 		20.74%
28 out of 135
US Inflation Adjusted +4.47% +19.48%
Apr 2020 - Mar 2022 		-18.27%
Nov 2021 - Oct 2023 		29.63%
40 out of 135
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 +6.78% +17.04%
Dec 2011 - Nov 2014 		-5.11%
Oct 2019 - Sep 2022 		12.20%
15 out of 123
US Inflation Adjusted +3.96% +15.40%
Dec 2011 - Nov 2014 		-9.58%
Oct 2019 - Sep 2022 		28.46%
35 out of 123
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 +6.76% +15.06%
Feb 2011 - Jan 2015 		-5.31%
Nov 2019 - Oct 2023 		17.12%
19 out of 111
US Inflation Adjusted +4.56% +13.57%
Oct 2011 - Sep 2015 		-9.45%
Nov 2019 - Oct 2023 		28.83%
32 out of 111
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 +6.28% +15.44%
Oct 2011 - Sep 2016 		-1.50%
Apr 2015 - Mar 2020 		3.03%
3 out of 99
US Inflation Adjusted +3.99% +14.01%
Oct 2011 - Sep 2016 		-4.40%
Nov 2018 - Oct 2023 		22.22%
22 out of 99
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 +6.55% +12.53%
Oct 2011 - Sep 2017 		+0.00%
Nov 2017 - Oct 2023 		0.00%
0 out of 87
US Inflation Adjusted +3.91% +10.97%
Oct 2011 - Sep 2017 		-3.61%
Nov 2017 - Oct 2023 		25.29%
22 out of 87
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 +5.94% +11.35%
Oct 2011 - Sep 2018 		+0.14%
Oct 2016 - Sep 2023 		0.00%
0 out of 75
US Inflation Adjusted +4.12% +9.66%
Oct 2011 - Sep 2018 		-3.27%
Oct 2016 - Sep 2023 		21.33%
16 out of 75
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 +5.57% +11.97%
Oct 2011 - Sep 2019 		+1.05%
Nov 2015 - Oct 2023 		0.00%
0 out of 63
US Inflation Adjusted +3.67% +10.25%
Oct 2011 - Sep 2019 		-2.15%
Nov 2015 - Oct 2023 		17.46%
11 out of 63
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 +6.09% +9.36%
Feb 2011 - Jan 2020 		+1.69%
Nov 2014 - Oct 2023 		0.00%
0 out of 51
US Inflation Adjusted +3.85% +7.47%
Feb 2011 - Jan 2020 		-1.19%
Nov 2014 - Oct 2023 		9.80%
5 out of 51
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 +6.01% +9.77%
Jan 2012 - Dec 2021 		+3.41%
Nov 2013 - Oct 2023 		0.00%
0 out of 39
US Inflation Adjusted +3.32% +7.64%
Oct 2011 - Sep 2021 		+0.61%
Nov 2013 - Oct 2023 		0.00%
0 out of 39
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 +5.88% +8.55%
Feb 2011 - Jan 2022 		+3.99%
Nov 2012 - Oct 2023 		0.00%
0 out of 27
US Inflation Adjusted +3.24% +6.17%
Feb 2011 - Jan 2022 		+1.34%
Nov 2012 - Oct 2023 		0.00%
0 out of 27
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 +5.72% +6.82%
Feb 2011 - Jan 2023 		+4.77%
Nov 2011 - Oct 2023 		0.00%
0 out of 15
US Inflation Adjusted +3.04% +4.13%
Feb 2011 - Jan 2023 		+2.15%
Nov 2011 - Oct 2023 		0.00%
0 out of 15
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 +5.97% +6.02%
Apr 2011 - Mar 2024 		+5.75%
Mar 2011 - Feb 2024 		0.00%
0 out of 3
US Inflation Adjusted +3.26% +3.32%
Apr 2011 - Mar 2024 		+3.04%
Mar 2011 - Feb 2024 		0.00%
0 out of 3
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Schwab US REIT ETF (SCHH) ETF: Historical Returns page.