Data Source: from November 2000 to March 2024 (~23 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding 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 the available data source (~23 years), the longest period with a negative return lasted 106 months (from January 2001 to October 2009).
This means that every rolling period of 107 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Portfolio S&P 500 Value ETF (SPYV) 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 S&P 500 VALUE ETF (SPYV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 November 2000 - 31 March 2024 (~23 years)
Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.76% |
+50.49%
Apr 2020 - Mar 2021 |
-45.85%
Mar 2008 - Feb 2009 |
24.07%
65 out of 270 |
| US Inflation Adjusted | +7.53% |
+46.86%
Mar 2009 - Feb 2010 |
-45.85%
Mar 2008 - Feb 2009 |
29.63%
80 out of 270 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.79% |
+36.13%
Mar 2009 - Feb 2011 |
-28.74%
Mar 2007 - Feb 2009 |
16.28%
42 out of 258 |
| US Inflation Adjusted | +6.94% |
+33.28%
Mar 2009 - Feb 2011 |
-30.18%
Mar 2007 - Feb 2009 |
20.16%
52 out of 258 |
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 | +10.02% |
+23.42%
Mar 2009 - Feb 2012 |
-16.04%
Mar 2006 - Feb 2009 |
15.45%
38 out of 246 |
| US Inflation Adjusted | +7.56% |
+21.30%
Oct 2011 - Sep 2014 |
-17.83%
Mar 2006 - Feb 2009 |
19.51%
48 out of 246 |
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 | +9.69% |
+21.47%
Mar 2009 - Feb 2013 |
-10.52%
Mar 2005 - Feb 2009 |
17.52%
41 out of 234 |
| US Inflation Adjusted | +6.58% |
+18.75%
Mar 2009 - Feb 2013 |
-12.73%
Mar 2005 - Feb 2009 |
20.51%
48 out of 234 |
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 | +8.77% |
+21.51%
Mar 2009 - Feb 2014 |
-6.80%
Mar 2004 - Feb 2009 |
17.12%
38 out of 222 |
| US Inflation Adjusted | +6.38% |
+19.06%
Mar 2009 - Feb 2014 |
-9.20%
Mar 2004 - Feb 2009 |
22.97%
51 out of 222 |
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 | +8.41% |
+20.15%
Mar 2009 - Feb 2015 |
-0.82%
Oct 2005 - Sep 2011 |
0.95%
2 out of 210 |
| US Inflation Adjusted | +5.26% |
+18.14%
Mar 2009 - Feb 2015 |
-2.96%
Oct 2005 - Sep 2011 |
22.38%
47 out of 210 |
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 | +7.73% |
+15.62%
Mar 2009 - Feb 2016 |
-3.61%
Mar 2002 - Feb 2009 |
3.54%
7 out of 198 |
| US Inflation Adjusted | +5.97% |
+13.82%
Mar 2009 - Feb 2016 |
-6.03%
Mar 2002 - Feb 2009 |
7.58%
15 out of 198 |
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 | +7.56% |
+17.10%
Mar 2009 - Feb 2017 |
-3.78%
Mar 2001 - Feb 2009 |
4.84%
9 out of 186 |
| US Inflation Adjusted | +5.08% |
+15.11%
Mar 2009 - Feb 2017 |
-6.03%
Mar 2001 - Feb 2009 |
10.75%
20 out of 186 |
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 | +6.97% |
+16.11%
Mar 2009 - Feb 2018 |
+0.52%
Feb 2001 - Jan 2010 |
0.00%
0 out of 174 |
| US Inflation Adjusted | +4.90% |
+14.07%
Mar 2009 - Feb 2018 |
-1.85%
Feb 2001 - Jan 2010 |
6.32%
11 out of 174 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.26% |
+14.69%
Mar 2009 - Feb 2019 |
+1.73%
Dec 2000 - Nov 2010 |
0.00%
0 out of 162 |
| US Inflation Adjusted | +4.92% |
+12.70%
Mar 2009 - Feb 2019 |
-0.59%
Dec 2000 - Nov 2010 |
3.09%
5 out of 162 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.35% |
+13.75%
Mar 2009 - Feb 2020 |
+1.81%
Jan 2001 - Dec 2011 |
0.00%
0 out of 150 |
| US Inflation Adjusted | +5.35% |
+11.72%
Mar 2009 - Feb 2020 |
-0.60%
Jan 2001 - Dec 2011 |
3.33%
5 out of 150 |
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 | +7.16% |
+14.25%
Mar 2009 - Feb 2021 |
+3.02%
Jan 2001 - Dec 2012 |
0.00%
0 out of 138 |
| US Inflation Adjusted | +5.09% |
+12.23%
Mar 2009 - Feb 2021 |
+0.63%
Jan 2001 - Dec 2012 |
0.00%
0 out of 138 |
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 | +7.35% |
+14.39%
Mar 2009 - Feb 2022 |
+4.39%
Apr 2007 - Mar 2020 |
0.00%
0 out of 126 |
| US Inflation Adjusted | +5.25% |
+11.85%
Mar 2009 - Feb 2022 |
+2.41%
Feb 2001 - Jan 2014 |
0.00%
0 out of 126 |
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 | +7.43% |
+13.41%
Mar 2009 - Feb 2023 |
+5.20%
Feb 2001 - Jan 2015 |
0.00%
0 out of 114 |
| US Inflation Adjusted | +5.31% |
+10.62%
Mar 2009 - Feb 2023 |
+3.04%
Feb 2001 - Jan 2015 |
0.00%
0 out of 114 |
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 | +7.43% |
+13.93%
Mar 2009 - Feb 2024 |
+4.57%
Feb 2001 - Jan 2016 |
0.00%
0 out of 102 |
| US Inflation Adjusted | +5.27% |
+11.08%
Mar 2009 - Feb 2024 |
+2.48%
Feb 2001 - Jan 2016 |
0.00%
0 out of 102 |
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 | +7.27% |
+9.11%
Apr 2008 - Mar 2024 |
+5.42%
Nov 2000 - Oct 2016 |
0.00%
0 out of 90 |
| US Inflation Adjusted | +5.02% |
+6.85%
Oct 2002 - Sep 2018 |
+3.27%
Nov 2000 - Oct 2016 |
0.00%
0 out of 90 |
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 | +7.55% |
+8.96%
Feb 2003 - Jan 2020 |
+5.93%
Jan 2002 - Dec 2018 |
0.00%
0 out of 78 |
| US Inflation Adjusted | +5.18% |
+6.75%
Feb 2003 - Jan 2020 |
+3.75%
Jan 2002 - Dec 2018 |
0.00%
0 out of 78 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.74% |
+9.45%
Apr 2003 - Mar 2021 |
+5.25%
Jan 2001 - Dec 2018 |
0.00%
0 out of 66 |
| US Inflation Adjusted | +5.29% |
+7.26%
Apr 2003 - Mar 2021 |
+3.11%
Jan 2001 - Dec 2018 |
0.00%
0 out of 66 |
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 | +7.97% |
+9.61%
Apr 2003 - Mar 2022 |
+5.33%
Apr 2001 - Mar 2020 |
0.00%
0 out of 54 |
| US Inflation Adjusted | +5.29% |
+7.06%
Apr 2003 - Mar 2022 |
+3.23%
Apr 2001 - Mar 2020 |
0.00%
0 out of 54 |
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 | +7.91% |
+9.10%
Apr 2003 - Mar 2023 |
+5.72%
Nov 2000 - Oct 2020 |
0.00%
0 out of 42 |
| US Inflation Adjusted | +5.41% |
+6.43%
Apr 2003 - Mar 2023 |
+3.61%
Nov 2000 - Oct 2020 |
0.00%
0 out of 42 |
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 Portfolio S&P 500 Value ETF (SPYV) ETF: Historical Returns page.
