Consolidated Returns as of 31 March 2024
Holding the SPDR Portfolio S&P 500 Growth ETF (SPYG) 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 154 months (from November 2000 to August 2013).
This means that every rolling period of 155 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Portfolio S&P 500 Growth ETF (SPYG) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.81% |
+59.29%
Apr 2020 - Mar 2021 |
-42.74%
Nov 2000 - Oct 2001 |
22.59%
61 out of 270 |
US Inflation Adjusted | +8.94% |
+55.23%
Apr 2020 - Mar 2021 |
-43.93%
Nov 2000 - Oct 2001 |
25.56%
69 out of 270 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.29% |
+38.05%
Mar 2009 - Feb 2011 |
-33.38%
Nov 2000 - Oct 2002 |
21.32%
55 out of 258 |
US Inflation Adjusted | +8.17% |
+35.16%
Mar 2009 - Feb 2011 |
-34.74%
Nov 2000 - Oct 2002 |
25.19%
65 out of 258 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.97% |
+32.10%
Jan 2019 - Dec 2021 |
-19.12%
Nov 2000 - Oct 2003 |
18.70%
46 out of 246 |
US Inflation Adjusted | +9.80% |
+27.55%
Jan 2019 - Dec 2021 |
-20.76%
Nov 2000 - Oct 2003 |
19.92%
49 out of 246 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.67% |
+23.57%
Sep 2017 - Aug 2021 |
-14.27%
Nov 2000 - Oct 2004 |
13.25%
31 out of 234 |
US Inflation Adjusted | +9.28% |
+20.32%
Sep 2017 - Aug 2021 |
-16.23%
Nov 2000 - Oct 2004 |
21.79%
51 out of 234 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.06% |
+24.08%
Mar 2009 - Feb 2014 |
-10.41%
Nov 2000 - Oct 2005 |
9.46%
21 out of 222 |
US Inflation Adjusted | +8.88% |
+21.58%
Mar 2009 - Feb 2014 |
-12.80%
Nov 2000 - Oct 2005 |
18.02%
40 out of 222 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.86% |
+22.89%
Mar 2009 - Feb 2015 |
-7.33%
Nov 2000 - Oct 2006 |
5.24%
11 out of 210 |
US Inflation Adjusted | +9.21% |
+20.83%
Mar 2009 - Feb 2015 |
-9.61%
Nov 2000 - Oct 2006 |
17.62%
37 out of 210 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.24% |
+18.55%
Jan 2015 - Dec 2021 |
-5.51%
Mar 2002 - Feb 2009 |
9.09%
18 out of 198 |
US Inflation Adjusted | +9.48% |
+16.64%
Mar 2009 - Feb 2016 |
-7.88%
Mar 2002 - Feb 2009 |
11.62%
23 out of 198 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.91% |
+19.21%
Sep 2013 - Aug 2021 |
-9.09%
Feb 2001 - Jan 2009 |
8.06%
15 out of 186 |
US Inflation Adjusted | +7.89% |
+16.91%
Sep 2013 - Aug 2021 |
-11.26%
Nov 2000 - Oct 2008 |
10.75%
20 out of 186 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.66% |
+19.60%
Jan 2013 - Dec 2021 |
-6.22%
Nov 2000 - Oct 2009 |
6.32%
11 out of 174 |
US Inflation Adjusted | +7.93% |
+17.39%
Mar 2009 - Feb 2018 |
-8.47%
Nov 2000 - Oct 2009 |
9.20%
16 out of 174 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.26% |
+19.05%
Jan 2012 - Dec 2021 |
-3.89%
Nov 2000 - Oct 2010 |
3.09%
5 out of 162 |
US Inflation Adjusted | +7.46% |
+16.56%
Jan 2012 - Dec 2021 |
-6.08%
Nov 2000 - Oct 2010 |
8.02%
13 out of 162 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.97% |
+19.31%
Sep 2010 - Aug 2021 |
-2.59%
Nov 2000 - Oct 2011 |
2.67%
4 out of 150 |
US Inflation Adjusted | +7.99% |
+16.90%
Sep 2010 - Aug 2021 |
-4.91%
Nov 2000 - Oct 2011 |
6.67%
10 out of 150 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.96% |
+19.19%
Mar 2009 - Feb 2021 |
-1.35%
Nov 2000 - Oct 2012 |
2.17%
3 out of 138 |
US Inflation Adjusted | +8.00% |
+17.07%
Mar 2009 - Feb 2021 |
-3.68%
Nov 2000 - Oct 2012 |
4.35%
6 out of 138 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.20% |
+18.95%
Mar 2009 - Feb 2022 |
+0.55%
Nov 2000 - Oct 2013 |
0.00%
0 out of 126 |
US Inflation Adjusted | +8.07% |
+16.49%
Dec 2008 - Nov 2021 |
-1.71%
Nov 2000 - Oct 2013 |
3.17%
4 out of 126 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.19% |
+15.98%
Mar 2009 - Feb 2023 |
+1.76%
Nov 2000 - Oct 2014 |
0.00%
0 out of 114 |
US Inflation Adjusted | +8.15% |
+13.12%
Mar 2009 - Feb 2023 |
-0.48%
Nov 2000 - Oct 2014 |
0.88%
1 out of 114 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.28% |
+17.36%
Mar 2009 - Feb 2024 |
+2.23%
Nov 2000 - Oct 2015 |
0.00%
0 out of 102 |
US Inflation Adjusted | +7.96% |
+14.42%
Mar 2009 - Feb 2024 |
+0.12%
Nov 2000 - Oct 2015 |
0.00%
0 out of 102 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.30% |
+13.13%
Jan 2006 - Dec 2021 |
+2.24%
Nov 2000 - Oct 2016 |
0.00%
0 out of 90 |
US Inflation Adjusted | +7.84% |
+10.79%
Nov 2005 - Oct 2021 |
+0.16%
Nov 2000 - Oct 2016 |
0.00%
0 out of 90 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.57% |
+12.71%
Nov 2004 - Oct 2021 |
+3.52%
Nov 2000 - Oct 2017 |
0.00%
0 out of 78 |
US Inflation Adjusted | +8.22% |
+10.29%
Sep 2004 - Aug 2021 |
+1.42%
Nov 2000 - Oct 2017 |
0.00%
0 out of 78 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.68% |
+12.20%
Sep 2003 - Aug 2021 |
+3.94%
Nov 2000 - Oct 2018 |
0.00%
0 out of 66 |
US Inflation Adjusted | +8.04% |
+9.83%
Feb 2003 - Jan 2021 |
+1.80%
Nov 2000 - Oct 2018 |
0.00%
0 out of 66 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.07% |
+12.88%
Jan 2003 - Dec 2021 |
+4.46%
Nov 2000 - Oct 2019 |
0.00%
0 out of 54 |
US Inflation Adjusted | +7.34% |
+10.33%
Jan 2003 - Dec 2021 |
+2.33%
Nov 2000 - Oct 2019 |
0.00%
0 out of 54 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.15% |
+10.95%
Apr 2004 - Mar 2024 |
+5.38%
Nov 2000 - Oct 2020 |
0.00%
0 out of 42 |
US Inflation Adjusted | +7.54% |
+8.21%
Aug 2002 - Jul 2022 |
+3.28%
Nov 2000 - Oct 2020 |
0.00%
0 out of 42 |
To obtain comprehensive information, please consult the SPDR Portfolio S&P 500 Growth ETF (SPYG) ETF: Historical Returns page.