SPDR Portfolio Intermediate Term Treasury ETF (SPTI): Rolling Returns

Data Source: from June 2007 to March 2024 (~17 years)
Consolidated Returns as of 31 March 2024

Holding the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~17 years), the longest period with a negative return lasted 92 months (from March 2016 to October 2023).

This means that every rolling period of 93 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) 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 PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 June 2007 - 31 March 2024 (~17 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.03% +12.06%
May 2019 - Apr 2020 		-12.12%
Nov 2021 - Oct 2022 		32.98%
63 out of 191
US Inflation Adjusted +0.26% +11.67%
May 2019 - Apr 2020 		-18.76%
Oct 2021 - Sep 2022 		47.64%
91 out of 191
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 +2.05% +8.90%
Aug 2018 - Jul 2020 		-7.42%
Nov 2020 - Oct 2022 		20.67%
37 out of 179
US Inflation Adjusted +0.40% +7.41%
May 2018 - Apr 2020 		-13.46%
Nov 2020 - Oct 2022 		45.81%
82 out of 179
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 +1.85% +7.30%
Jul 2007 - Jun 2010 		-5.00%
Nov 2020 - Oct 2023 		13.17%
22 out of 167
US Inflation Adjusted +0.36% +5.63%
Jul 2007 - Jun 2010 		-10.14%
Nov 2020 - Oct 2023 		38.92%
65 out of 167
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 +1.99% +6.15%
Jul 2007 - Jun 2011 		-2.56%
Apr 2020 - Mar 2024 		8.39%
13 out of 155
US Inflation Adjusted +0.28% +4.02%
Jul 2007 - Jun 2011 		-7.08%
Apr 2020 - Mar 2024 		40.00%
62 out of 155
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 +2.25% +5.95%
Jul 2007 - Jun 2012 		-0.09%
Nov 2017 - Oct 2022 		0.70%
1 out of 143
US Inflation Adjusted +0.20% +3.90%
Jul 2007 - Jun 2012 		-3.87%
Apr 2019 - Mar 2024 		40.56%
58 out of 143
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 +2.22% +4.86%
Jun 2007 - May 2013 		-0.15%
Nov 2016 - Oct 2022 		2.29%
3 out of 131
US Inflation Adjusted +0.43% +2.87%
Jun 2007 - May 2013 		-3.68%
Nov 2017 - Oct 2023 		39.69%
52 out of 131
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 +2.00% +4.30%
Jul 2007 - Jun 2014 		-0.12%
Nov 2016 - Oct 2023 		1.68%
2 out of 119
US Inflation Adjusted +0.32% +2.30%
Jul 2007 - Jun 2014 		-3.50%
Nov 2016 - Oct 2023 		42.86%
51 out of 119
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 +2.02% +3.97%
Jun 2007 - May 2015 		+0.18%
Nov 2015 - Oct 2023 		0.00%
0 out of 107
US Inflation Adjusted +0.33% +2.21%
Jun 2007 - May 2015 		-2.99%
Nov 2015 - Oct 2023 		32.71%
35 out of 107
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 +2.05% +3.98%
Jul 2007 - Jun 2016 		+0.36%
Nov 2014 - Oct 2023 		0.00%
0 out of 95
US Inflation Adjusted +0.25% +2.28%
Jul 2007 - Jun 2016 		-2.48%
Nov 2014 - Oct 2023 		40.00%
38 out of 95
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 +2.15% +3.43%
Jul 2007 - Jun 2017 		+0.42%
Nov 2012 - Oct 2022 		0.00%
0 out of 83
US Inflation Adjusted +0.52% +1.74%
Jul 2007 - Jun 2017 		-2.26%
Nov 2013 - Oct 2023 		37.35%
31 out of 83
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 +2.39% +3.12%
Aug 2009 - Jul 2020 		+0.39%
Nov 2012 - Oct 2023 		0.00%
0 out of 71
US Inflation Adjusted +0.56% +1.45%
Sep 2008 - Aug 2019 		-2.17%
Nov 2012 - Oct 2023 		40.85%
29 out of 71
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 +2.43% +3.43%
Jul 2007 - Jun 2019 		+0.54%
Nov 2011 - Oct 2023 		0.00%
0 out of 59
US Inflation Adjusted +0.37% +1.94%
Aug 2008 - Jul 2020 		-1.98%
Nov 2011 - Oct 2023 		44.07%
26 out of 59
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 +1.80% +3.86%
Jul 2007 - Jun 2020 		+0.75%
Nov 2010 - Oct 2023 		0.00%
0 out of 47
US Inflation Adjusted -0.55% +2.16%
Jul 2007 - Jun 2020 		-1.84%
Nov 2010 - Oct 2023 		59.57%
28 out of 47
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 +1.62% +3.43%
Jul 2007 - Jun 2021 		+1.15%
Nov 2009 - Oct 2023 		0.00%
0 out of 35
US Inflation Adjusted -0.78% +1.48%
Jun 2007 - May 2021 		-1.36%
Nov 2009 - Oct 2023 		65.71%
23 out of 35
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.79% +2.64%
Aug 2007 - Jul 2022 		+1.37%
Dec 2008 - Nov 2023 		0.00%
0 out of 23
US Inflation Adjusted -0.47% +0.30%
Jun 2007 - May 2022 		-1.19%
Apr 2009 - Mar 2024 		86.96%
20 out of 23
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.93% +2.34%
Jun 2007 - May 2023 		+1.68%
Apr 2008 - Mar 2024 		0.00%
0 out of 11
US Inflation Adjusted -0.51% -0.08%
Jun 2007 - May 2023 		-0.70%
Apr 2008 - Mar 2024 		100.00%
11 out of 11
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF: Historical Returns page.