Data Source: from September 2001 to March 2024 (~23 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the SPDR Dow Jones REIT ETF (RWR) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~23 years), the longest period with a negative return lasted 91 months (from September 2001 to March 2009).
This means that every rolling period of 92 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Dow Jones REIT ETF (RWR) 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.
SPDR DOW JONES REIT ETF (RWR) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 September 2001 - 31 March 2024 (~23 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.31% |
+112.29%
Apr 2009 - Mar 2010 |
-60.22%
Apr 2008 - Mar 2009 |
26.54%
69 out of 260 |
| US Inflation Adjusted | +7.74% |
+107.54%
Apr 2009 - Mar 2010 |
-60.04%
Apr 2008 - Mar 2009 |
31.92%
83 out of 260 |
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 | +9.38% |
+66.38%
Mar 2009 - Feb 2011 |
-44.90%
Mar 2007 - Feb 2009 |
22.58%
56 out of 248 |
| US Inflation Adjusted | +7.60% |
+62.90%
Mar 2009 - Feb 2011 |
-46.01%
Mar 2007 - Feb 2009 |
27.42%
68 out of 248 |
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 | +8.70% |
+43.93%
Apr 2009 - Mar 2012 |
-26.92%
Apr 2006 - Mar 2009 |
16.95%
40 out of 236 |
| US Inflation Adjusted | +6.43% |
+40.42%
Apr 2009 - Mar 2012 |
-28.42%
Apr 2006 - Mar 2009 |
25.00%
59 out of 236 |
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 | +7.88% |
+35.74%
Mar 2009 - Feb 2013 |
-14.80%
Mar 2005 - Feb 2009 |
21.88%
49 out of 224 |
| US Inflation Adjusted | +5.59% |
+32.69%
Mar 2009 - Feb 2013 |
-16.91%
Mar 2005 - Feb 2009 |
30.36%
68 out of 224 |
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 | +6.29% |
+29.15%
Mar 2009 - Feb 2014 |
-9.41%
Apr 2004 - Mar 2009 |
12.26%
26 out of 212 |
| US Inflation Adjusted | +4.24% |
+26.54%
Mar 2009 - Feb 2014 |
-11.69%
Apr 2004 - Mar 2009 |
28.30%
60 out of 212 |
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 | +6.30% |
+28.24%
Mar 2009 - Feb 2015 |
-1.69%
Mar 2003 - Feb 2009 |
2.00%
4 out of 200 |
| US Inflation Adjusted | +3.94% |
+26.09%
Mar 2009 - Feb 2015 |
-4.07%
Mar 2003 - Feb 2009 |
16.50%
33 out of 200 |
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 | +6.93% |
+24.28%
Apr 2009 - Mar 2016 |
-1.91%
Apr 2002 - Mar 2009 |
1.06%
2 out of 188 |
| US Inflation Adjusted | +4.87% |
+22.28%
Apr 2009 - Mar 2016 |
-4.32%
Apr 2002 - Mar 2009 |
13.83%
26 out of 188 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.69% |
+22.04%
Mar 2009 - Feb 2017 |
+1.75%
Nov 2015 - Oct 2023 |
0.00%
0 out of 176 |
| US Inflation Adjusted | +5.23% |
+19.96%
Mar 2009 - Feb 2017 |
-1.47%
Nov 2015 - Oct 2023 |
3.41%
6 out of 176 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.48% |
+18.02%
Apr 2009 - Mar 2018 |
+2.29%
Nov 2014 - Oct 2023 |
0.00%
0 out of 164 |
| US Inflation Adjusted | +5.67% |
+15.93%
Apr 2009 - Mar 2018 |
-0.61%
Nov 2014 - Oct 2023 |
1.22%
2 out of 164 |
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 | +7.63% |
+18.24%
Mar 2009 - Feb 2019 |
+3.49%
Feb 2007 - Jan 2017 |
0.00%
0 out of 152 |
| US Inflation Adjusted | +5.63% |
+16.19%
Mar 2009 - Feb 2019 |
+1.13%
Nov 2013 - Oct 2023 |
0.00%
0 out of 152 |
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 | +8.08% |
+16.50%
Mar 2009 - Feb 2020 |
+2.71%
Mar 2007 - Feb 2018 |
0.00%
0 out of 140 |
| US Inflation Adjusted | +6.01% |
+14.42%
Mar 2009 - Feb 2020 |
+0.85%
Mar 2007 - Feb 2018 |
0.00%
0 out of 140 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.94% |
+15.18%
Apr 2009 - Mar 2021 |
+3.62%
Jan 2007 - Dec 2018 |
0.00%
0 out of 128 |
| US Inflation Adjusted | +5.62% |
+13.09%
Apr 2009 - Mar 2021 |
+1.75%
Jan 2007 - Dec 2018 |
0.00%
0 out of 128 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.64% |
+16.02%
Apr 2009 - Mar 2022 |
+2.02%
Apr 2007 - Mar 2020 |
0.00%
0 out of 116 |
| US Inflation Adjusted | +5.54% |
+13.35%
Apr 2009 - Mar 2022 |
+0.24%
Apr 2007 - Mar 2020 |
0.00%
0 out of 116 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.95% |
+13.33%
Mar 2009 - Feb 2023 |
+2.75%
Nov 2006 - Oct 2020 |
0.00%
0 out of 104 |
| US Inflation Adjusted | +5.58% |
+10.54%
Mar 2009 - Feb 2023 |
+0.91%
Nov 2006 - Oct 2020 |
0.00%
0 out of 104 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.34% |
+12.77%
Mar 2009 - Feb 2024 |
+3.88%
Oct 2007 - Sep 2022 |
0.00%
0 out of 92 |
| US Inflation Adjusted | +5.22% |
+9.95%
Mar 2009 - Feb 2024 |
+1.47%
Oct 2007 - Sep 2022 |
0.00%
0 out of 92 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.92% |
+10.39%
Feb 2003 - Jan 2019 |
+3.42%
Nov 2007 - Oct 2023 |
0.00%
0 out of 80 |
| US Inflation Adjusted | +4.75% |
+8.18%
Feb 2003 - Jan 2019 |
+0.96%
Nov 2007 - Oct 2023 |
0.00%
0 out of 80 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.68% |
+10.73%
Nov 2002 - Oct 2019 |
+3.13%
Nov 2006 - Oct 2023 |
0.00%
0 out of 68 |
| US Inflation Adjusted | +5.53% |
+8.47%
Nov 2002 - Oct 2019 |
+0.60%
Nov 2006 - Oct 2023 |
0.00%
0 out of 68 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.06% |
+10.44%
Nov 2001 - Oct 2019 |
+4.83%
Apr 2006 - Mar 2024 |
0.00%
0 out of 56 |
| US Inflation Adjusted | +5.74% |
+8.19%
Nov 2001 - Oct 2019 |
+2.25%
Apr 2006 - Mar 2024 |
0.00%
0 out of 56 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.14% |
+10.44%
Jan 2003 - Dec 2021 |
+5.52%
Nov 2004 - Oct 2023 |
0.00%
0 out of 44 |
| US Inflation Adjusted | +5.88% |
+7.94%
Jan 2003 - Dec 2021 |
+2.90%
Nov 2004 - Oct 2023 |
0.00%
0 out of 44 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 20 Years (240 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.29% |
+10.09%
Nov 2001 - Oct 2021 |
+6.63%
Nov 2003 - Oct 2023 |
0.00%
0 out of 32 |
| US Inflation Adjusted | +5.64% |
+7.68%
Nov 2001 - Oct 2021 |
+3.96%
Nov 2003 - Oct 2023 |
0.00%
0 out of 32 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the SPDR Dow Jones REIT ETF (RWR) ETF: Historical Returns page.
