Consolidated Returns as of 31 March 2024
Holding the SPDR Portfolio World ex-US ETF (SPDW) 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 150 months (from October 2007 to March 2020).
This means that every rolling period of 151 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Portfolio World ex-US ETF (SPDW) 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 | +4.15% |
+58.17%
Mar 2009 - Feb 2010 |
-50.81%
Mar 2008 - Feb 2009 |
41.67%
80 out of 192 |
US Inflation Adjusted | +2.23% |
+54.84%
Mar 2009 - Feb 2010 |
-50.81%
Mar 2008 - Feb 2009 |
44.79%
86 out of 192 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.23% |
+38.90%
Mar 2009 - Feb 2011 |
-23.94%
May 2007 - Apr 2009 |
31.11%
56 out of 180 |
US Inflation Adjusted | +0.62% |
+35.99%
Mar 2009 - Feb 2011 |
-25.17%
May 2007 - Apr 2009 |
46.11%
83 out of 180 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.48% |
+21.52%
Mar 2009 - Feb 2012 |
-12.22%
Jun 2007 - May 2010 |
17.26%
29 out of 168 |
US Inflation Adjusted | +2.95% |
+18.68%
Mar 2009 - Feb 2012 |
-13.66%
Jun 2007 - May 2010 |
28.57%
48 out of 168 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.07% |
+18.08%
Mar 2009 - Feb 2013 |
-8.92%
Oct 2007 - Sep 2011 |
11.54%
18 out of 156 |
US Inflation Adjusted | +3.05% |
+15.43%
Mar 2009 - Feb 2013 |
-10.79%
Oct 2007 - Sep 2011 |
17.95%
28 out of 156 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+17.84%
Mar 2009 - Feb 2014 |
-6.43%
Jun 2007 - May 2012 |
12.50%
18 out of 144 |
US Inflation Adjusted | +3.12% |
+15.46%
Mar 2009 - Feb 2014 |
-8.30%
Jun 2007 - May 2012 |
25.69%
37 out of 144 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.67% |
+14.67%
Mar 2009 - Feb 2015 |
-1.78%
Jul 2007 - Jun 2013 |
6.06%
8 out of 132 |
US Inflation Adjusted | +2.53% |
+12.75%
Mar 2009 - Feb 2015 |
-3.64%
Jul 2007 - Jun 2013 |
15.91%
21 out of 132 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.36% |
+9.84%
Mar 2009 - Feb 2016 |
-0.69%
Nov 2007 - Oct 2014 |
2.50%
3 out of 120 |
US Inflation Adjusted | +3.20% |
+8.14%
Mar 2009 - Feb 2016 |
-2.47%
Nov 2007 - Oct 2014 |
12.50%
15 out of 120 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.39% |
+10.80%
Mar 2009 - Feb 2017 |
-1.05%
Oct 2007 - Sep 2015 |
7.41%
8 out of 108 |
US Inflation Adjusted | +3.05% |
+8.92%
Mar 2009 - Feb 2017 |
-2.64%
Oct 2007 - Sep 2015 |
17.59%
19 out of 108 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+11.73%
Mar 2009 - Feb 2018 |
-0.89%
Nov 2007 - Oct 2016 |
7.29%
7 out of 96 |
US Inflation Adjusted | +2.64% |
+9.77%
Mar 2009 - Feb 2018 |
-2.47%
Nov 2007 - Oct 2016 |
15.63%
15 out of 96 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.13% |
+9.91%
Mar 2009 - Feb 2019 |
+1.17%
May 2007 - Apr 2017 |
0.00%
0 out of 84 |
US Inflation Adjusted | +2.93% |
+8.01%
Mar 2009 - Feb 2019 |
-0.54%
May 2007 - Apr 2017 |
5.95%
5 out of 84 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.33% |
+8.95%
Mar 2009 - Feb 2020 |
+0.50%
Nov 2007 - Oct 2018 |
0.00%
0 out of 72 |
US Inflation Adjusted | +2.98% |
+7.01%
Mar 2009 - Feb 2020 |
-1.22%
Nov 2007 - Oct 2018 |
5.56%
4 out of 72 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.10% |
+10.22%
Mar 2009 - Feb 2021 |
+0.76%
Apr 2008 - Mar 2020 |
0.00%
0 out of 60 |
US Inflation Adjusted | +2.49% |
+8.27%
Mar 2009 - Feb 2021 |
-0.83%
Apr 2008 - Mar 2020 |
13.33%
8 out of 60 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.82% |
+9.55%
Mar 2009 - Feb 2022 |
+0.74%
May 2007 - Apr 2020 |
0.00%
0 out of 48 |
US Inflation Adjusted | +2.29% |
+7.13%
Mar 2009 - Feb 2022 |
-0.93%
May 2007 - Apr 2020 |
12.50%
6 out of 48 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.79% |
+8.43%
Mar 2009 - Feb 2023 |
+2.60%
Jul 2008 - Jun 2022 |
0.00%
0 out of 36 |
US Inflation Adjusted | +1.79% |
+5.76%
Mar 2009 - Feb 2023 |
+0.39%
Jul 2008 - Jun 2022 |
0.00%
0 out of 36 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.91% |
+8.78%
Mar 2009 - Feb 2024 |
+0.87%
Oct 2007 - Sep 2022 |
0.00%
0 out of 24 |
US Inflation Adjusted | +0.55% |
+6.06%
Mar 2009 - Feb 2024 |
-1.46%
Oct 2007 - Sep 2022 |
29.17%
7 out of 24 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.73% |
+3.85%
Apr 2008 - Mar 2024 |
+1.65%
Nov 2007 - Oct 2023 |
0.00%
0 out of 12 |
US Inflation Adjusted | +0.30% |
+1.41%
Apr 2008 - Mar 2024 |
-0.77%
Nov 2007 - Oct 2023 |
25.00%
3 out of 12 |
To obtain comprehensive information, please consult the SPDR Portfolio World ex-US ETF (SPDW) ETF: Historical Returns page.