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 Total Stock Market ETF (SPTM) 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 118 months (from November 2000 to August 2010).
This means that every rolling period of 119 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Portfolio Total Stock Market ETF (SPTM) 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 TOTAL STOCK MARKET ETF (SPTM) 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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.45% |
+58.89%
Apr 2020 - Mar 2021 |
-42.96%
Mar 2008 - Feb 2009 |
22.96%
62 out of 270 |
| US Inflation Adjusted | +9.69% |
+54.84%
Apr 2020 - Mar 2021 |
-42.96%
Mar 2008 - Feb 2009 |
26.30%
71 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 | +10.43% |
+38.44%
Mar 2009 - Feb 2011 |
-25.85%
Mar 2007 - Feb 2009 |
15.89%
41 out of 258 |
| US Inflation Adjusted | +7.68% |
+35.55%
Mar 2009 - Feb 2011 |
-27.34%
Mar 2007 - Feb 2009 |
23.64%
61 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 | +11.29% |
+26.01%
Mar 2009 - Feb 2012 |
-15.08%
Mar 2006 - Feb 2009 |
15.04%
37 out of 246 |
| US Inflation Adjusted | +8.83% |
+23.07%
Mar 2009 - Feb 2012 |
-16.89%
Mar 2006 - Feb 2009 |
18.29%
45 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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.90% |
+22.73%
Mar 2009 - Feb 2013 |
-9.42%
Mar 2005 - Feb 2009 |
16.67%
39 out of 234 |
| US Inflation Adjusted | +8.94% |
+19.98%
Mar 2009 - Feb 2013 |
-11.67%
Mar 2005 - Feb 2009 |
21.79%
51 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 | +10.53% |
+23.49%
Mar 2009 - Feb 2014 |
-6.37%
Mar 2004 - Feb 2009 |
5.86%
13 out of 222 |
| US Inflation Adjusted | +7.97% |
+20.99%
Mar 2009 - Feb 2014 |
-8.78%
Mar 2004 - Feb 2009 |
19.82%
44 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 | +10.84% |
+21.88%
Mar 2009 - Feb 2015 |
-0.15%
Mar 2003 - Feb 2009 |
0.48%
1 out of 210 |
| US Inflation Adjusted | +7.73% |
+19.85%
Mar 2009 - Feb 2015 |
-2.57%
Mar 2003 - Feb 2009 |
9.05%
19 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 | +10.73% |
+17.24%
Mar 2009 - Feb 2016 |
-3.85%
Mar 2002 - Feb 2009 |
3.54%
7 out of 198 |
| US Inflation Adjusted | +7.80% |
+15.42%
Mar 2009 - Feb 2016 |
-6.26%
Mar 2002 - Feb 2009 |
6.06%
12 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 | +8.57% |
+18.23%
Mar 2009 - Feb 2017 |
-4.39%
Mar 2001 - Feb 2009 |
5.38%
10 out of 186 |
| US Inflation Adjusted | +6.64% |
+16.22%
Mar 2009 - Feb 2017 |
-6.63%
Mar 2001 - Feb 2009 |
9.68%
18 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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.25% |
+17.97%
Mar 2009 - Feb 2018 |
-1.06%
Nov 2000 - Oct 2009 |
1.15%
2 out of 174 |
| US Inflation Adjusted | +6.31% |
+15.90%
Mar 2009 - Feb 2018 |
-3.44%
Nov 2000 - Oct 2009 |
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 | +8.44% |
+16.68%
Mar 2009 - Feb 2019 |
+0.73%
Nov 2000 - Oct 2010 |
0.00%
0 out of 162 |
| US Inflation Adjusted | +6.18% |
+14.65%
Mar 2009 - Feb 2019 |
-1.57%
Nov 2000 - Oct 2010 |
2.47%
4 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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.63% |
+16.27%
Sep 2010 - Aug 2021 |
+1.35%
Nov 2000 - Oct 2011 |
0.00%
0 out of 150 |
| US Inflation Adjusted | +6.51% |
+13.92%
Sep 2010 - Aug 2021 |
-1.07%
Nov 2000 - Oct 2011 |
2.67%
4 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 | +8.80% |
+17.01%
Mar 2009 - Feb 2021 |
+2.38%
Nov 2000 - Oct 2012 |
0.00%
0 out of 138 |
| US Inflation Adjusted | +6.69% |
+14.94%
Mar 2009 - Feb 2021 |
-0.04%
Nov 2000 - Oct 2012 |
0.72%
1 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 | +8.76% |
+16.90%
Mar 2009 - Feb 2022 |
+4.21%
Nov 2000 - Oct 2013 |
0.00%
0 out of 126 |
| US Inflation Adjusted | +6.69% |
+14.32%
Mar 2009 - Feb 2022 |
+1.87%
Nov 2000 - Oct 2013 |
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 | +9.04% |
+14.99%
Mar 2009 - Feb 2023 |
+4.99%
Nov 2000 - Oct 2014 |
0.00%
0 out of 114 |
| US Inflation Adjusted | +6.95% |
+12.16%
Mar 2009 - Feb 2023 |
+2.68%
Nov 2000 - Oct 2014 |
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 | +9.16% |
+15.86%
Mar 2009 - Feb 2024 |
+4.56%
Feb 2001 - Jan 2016 |
0.00%
0 out of 102 |
| US Inflation Adjusted | +6.98% |
+12.96%
Mar 2009 - Feb 2024 |
+2.47%
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 | +9.13% |
+11.13%
Apr 2008 - Mar 2024 |
+4.93%
Nov 2000 - Oct 2016 |
0.00%
0 out of 90 |
| US Inflation Adjusted | +6.85% |
+8.66%
Nov 2005 - Oct 2021 |
+2.79%
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 | +9.33% |
+10.92%
Sep 2004 - Aug 2021 |
+5.95%
Nov 2000 - Oct 2017 |
0.00%
0 out of 78 |
| US Inflation Adjusted | +6.86% |
+8.56%
Sep 2004 - Aug 2021 |
+3.79%
Nov 2000 - Oct 2017 |
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 | +9.40% |
+11.16%
Apr 2003 - Mar 2021 |
+5.81%
Jan 2001 - Dec 2018 |
0.00%
0 out of 66 |
| US Inflation Adjusted | +6.87% |
+8.93%
Apr 2003 - Mar 2021 |
+3.66%
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 | +9.37% |
+11.43%
Jan 2003 - Dec 2021 |
+6.33%
Apr 2001 - Mar 2020 |
0.00%
0 out of 54 |
| US Inflation Adjusted | +6.66% |
+8.91%
Jan 2003 - Dec 2021 |
+4.21%
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 | +9.49% |
+10.30%
Apr 2003 - Mar 2023 |
+6.50%
Nov 2000 - Oct 2020 |
0.00%
0 out of 42 |
| US Inflation Adjusted | +6.93% |
+7.60%
Apr 2003 - Mar 2023 |
+4.38%
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 Total Stock Market ETF (SPTM) ETF: Historical Returns page.
