Last Update: 30 September 2021

Holding a position in the SPDR Portfolio S&P 500 Value ETF (SPYV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 9 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 6 years rolling periods, you would have obtained a positive returns 98.89% of times

All the returns are calculated over the available historical serie, starting from November 2000 until September 2021.

In order to have complete information about the ETF, please refer to the SPDR Portfolio S&P 500 Value ETF (SPYV) ETF: historical returns page.

Rolling Returns

SPDR Portfolio S&P 500 Value ETF (SPYV) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.27% +50.49%
Apr 2020 - Mar 2021
-45.85%
Mar 2008 - Feb 2009
24.17%
2 Years
+7.60% +36.13%
Mar 2009 - Feb 2011
-28.74%
Mar 2007 - Feb 2009
18.42%
3 Years
+7.64% +23.42%
Mar 2009 - Feb 2012
-16.04%
Mar 2006 - Feb 2009
17.59%
4 Years
+7.62% +21.47%
Mar 2009 - Feb 2013
-10.52%
Mar 2005 - Feb 2009
20.10%
5 Years
+7.50% +21.51%
Mar 2009 - Feb 2014
-6.80%
Mar 2004 - Feb 2009
19.79%
6 Years
+7.25% +20.15%
Mar 2009 - Feb 2015
-0.82%
Oct 2005 - Sep 2011
1.11%
7 Years
+7.02% +15.62%
Mar 2009 - Feb 2016
-3.61%
Mar 2002 - Feb 2009
4.17%
8 Years
+7.00% +17.10%
Mar 2009 - Feb 2017
-3.78%
Mar 2001 - Feb 2009
5.77%
9 Years
+7.29% +16.11%
Mar 2009 - Feb 2018
+0.52%
Feb 2001 - Jan 2010
0.00%
10 Years
+7.33% +14.69%
Mar 2009 - Feb 2019
+1.73%
Dec 2000 - Nov 2010
0.00%
11 Years
+7.32% +13.75%
Mar 2009 - Feb 2020
+1.81%
Jan 2001 - Dec 2011
0.00%
12 Years
+7.25% +14.25%
Mar 2009 - Feb 2021
+3.02%
Jan 2001 - Dec 2012
0.00%
13 Years
+6.92% +9.82%
Oct 2008 - Sep 2021
+4.39%
Apr 2007 - Mar 2020
0.00%
14 Years
+6.94% +9.25%
Mar 2003 - Feb 2017
+5.20%
Feb 2001 - Jan 2015
0.00%
15 Years
+7.15% +9.38%
Feb 2003 - Jan 2018
+4.57%
Feb 2001 - Jan 2016
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
+8.27% +50.49%
Apr 2020 - Mar 2021
-45.85%
Mar 2008 - Feb 2009
24.17%
58 out of 240

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.60% +36.13%
Mar 2009 - Feb 2011
-28.74%
Mar 2007 - Feb 2009
18.42%
42 out of 228

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.64% +23.42%
Mar 2009 - Feb 2012
-16.04%
Mar 2006 - Feb 2009
17.59%
38 out of 216

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.62% +21.47%
Mar 2009 - Feb 2013
-10.52%
Mar 2005 - Feb 2009
20.10%
41 out of 204

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.50% +21.51%
Mar 2009 - Feb 2014
-6.80%
Mar 2004 - Feb 2009
19.79%
38 out of 192

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.25% +20.15%
Mar 2009 - Feb 2015
-0.82%
Oct 2005 - Sep 2011
1.11%
2 out of 180

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.02% +15.62%
Mar 2009 - Feb 2016
-3.61%
Mar 2002 - Feb 2009
4.17%
7 out of 168

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.00% +17.10%
Mar 2009 - Feb 2017
-3.78%
Mar 2001 - Feb 2009
5.77%
9 out of 156

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.29% +16.11%
Mar 2009 - Feb 2018
+0.52%
Feb 2001 - Jan 2010
0.00%
0 out of 144

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.33% +14.69%
Mar 2009 - Feb 2019
+1.73%
Dec 2000 - Nov 2010
0.00%
0 out of 132

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.32% +13.75%
Mar 2009 - Feb 2020
+1.81%
Jan 2001 - Dec 2011
0.00%
0 out of 120

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.25% +14.25%
Mar 2009 - Feb 2021
+3.02%
Jan 2001 - Dec 2012
0.00%
0 out of 108

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.92% +9.82%
Oct 2008 - Sep 2021
+4.39%
Apr 2007 - Mar 2020
0.00%
0 out of 96

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.94% +9.25%
Mar 2003 - Feb 2017
+5.20%
Feb 2001 - Jan 2015
0.00%
0 out of 84

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.15% +9.38%
Feb 2003 - Jan 2018
+4.57%
Feb 2001 - Jan 2016
0.00%
0 out of 72

In order to have complete information about the ETF, please refer to the SPDR Portfolio S&P 500 Value ETF (SPYV) ETF: historical returns page.

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