SPDR Portfolio World ex-US ETF (SPDW): Rolling Returns

Simulation Settings
Category:
Period: May 2007 - May 2025 (~18 years)
Currency: USD
Inflation: US
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When holding the SPDR Portfolio World ex-US ETF (SPDW) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~18 years), the longest duration with a negative return was 150 months (from October 2007 to March 2020).

This indicates that, within the same timeframe, any rolling period of 151 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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 WORLD EX-US ETF (SPDW) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 June 2015 - 31 May 2025 (10 Years)
Time Period: 1 May 2007 - 31 May 2025 (~18 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

SPDR PORTFOLIO WORLD EX-US ETF (SPDW) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 May 2007 - 31 May 2025 (~18 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-50.81%
Mar 2008 - Feb 2009
+6.35% +58.17%
Mar 2009 - Feb 2010
38.83%
80 out of 206
-50.81%
Mar 2008 - Feb 2009
+3.82% +54.84%
Mar 2009 - Feb 2010
41.75%
86 out of 206
-23.94%
May 2007 - Apr 2009
+4.01% +38.90%
Mar 2009 - Feb 2011
28.87%
56 out of 194
-25.17%
May 2007 - Apr 2009
+1.79% +35.99%
Mar 2009 - Feb 2011
42.78%
83 out of 194
-12.22%
Jun 2007 - May 2010
+5.04% +21.52%
Mar 2009 - Feb 2012
15.93%
29 out of 182
-13.66%
Jun 2007 - May 2010
+2.49% +18.68%
Mar 2009 - Feb 2012
31.87%
58 out of 182
-8.92%
Oct 2007 - Sep 2011
+5.07% +18.08%
Mar 2009 - Feb 2013
10.59%
18 out of 170
-10.79%
Oct 2007 - Sep 2011
+3.05% +15.43%
Mar 2009 - Feb 2013
20.00%
34 out of 170
-6.43%
Jun 2007 - May 2012
+5.66% +17.84%
Mar 2009 - Feb 2014
11.39%
18 out of 158
-8.30%
Jun 2007 - May 2012
+3.20% +15.46%
Mar 2009 - Feb 2014
23.42%
37 out of 158
-1.78%
Jul 2007 - Jun 2013
+5.17% +14.67%
Mar 2009 - Feb 2015
5.48%
8 out of 146
-3.64%
Jul 2007 - Jun 2013
+2.63% +12.75%
Mar 2009 - Feb 2015
14.38%
21 out of 146
-0.69%
Nov 2007 - Oct 2014
+5.50% +9.84%
Mar 2009 - Feb 2016
2.24%
3 out of 134
-2.47%
Nov 2007 - Oct 2014
+2.96% +8.14%
Mar 2009 - Feb 2016
11.19%
15 out of 134
-1.05%
Oct 2007 - Sep 2015
+5.80% +10.80%
Mar 2009 - Feb 2017
6.56%
8 out of 122
-2.64%
Oct 2007 - Sep 2015
+3.21% +8.92%
Mar 2009 - Feb 2017
15.57%
19 out of 122
-0.89%
Nov 2007 - Oct 2016
+5.26% +11.73%
Mar 2009 - Feb 2018
6.36%
7 out of 110
-2.47%
Nov 2007 - Oct 2016
+2.81% +9.77%
Mar 2009 - Feb 2018
13.64%
15 out of 110
+1.17%
May 2007 - Apr 2017
+5.24% +9.91%
Mar 2009 - Feb 2019
0.00%
0 out of 98
-0.54%
May 2007 - Apr 2017
+2.53% +8.01%
Mar 2009 - Feb 2019
5.10%
5 out of 98
+0.50%
Nov 2007 - Oct 2018
+5.31% +8.95%
Mar 2009 - Feb 2020
0.00%
0 out of 86
-1.22%
Nov 2007 - Oct 2018
+2.84% +7.01%
Mar 2009 - Feb 2020
4.65%
4 out of 86
+0.76%
Apr 2008 - Mar 2020
+5.70% +10.22%
Mar 2009 - Feb 2021
0.00%
0 out of 74
-0.83%
Apr 2008 - Mar 2020
+2.93% +8.27%
Mar 2009 - Feb 2021
10.81%
8 out of 74
+0.74%
May 2007 - Apr 2020
+5.08% +9.55%
Mar 2009 - Feb 2022
0.00%
0 out of 62
-0.93%
May 2007 - Apr 2020
+2.66% +7.13%
Mar 2009 - Feb 2022
9.68%
6 out of 62
+2.60%
Jul 2008 - Jun 2022
+5.08% +8.43%
Mar 2009 - Feb 2023
0.00%
0 out of 50
+0.39%
Jul 2008 - Jun 2022
+2.40% +5.76%
Mar 2009 - Feb 2023
0.00%
0 out of 50
+0.87%
Oct 2007 - Sep 2022
+5.28% +8.78%
Mar 2009 - Feb 2024
0.00%
0 out of 38
-1.46%
Oct 2007 - Sep 2022
+2.65% +6.06%
Mar 2009 - Feb 2024
18.42%
7 out of 38
+1.65%
Nov 2007 - Oct 2023
+3.52% +8.77%
Mar 2009 - Feb 2025
0.00%
0 out of 26
-0.77%
Nov 2007 - Oct 2023
+1.09% +6.03%
Mar 2009 - Feb 2025
11.54%
3 out of 26
+2.78%
Nov 2007 - Oct 2024
+3.37% +4.03%
Jun 2008 - May 2025
0.00%
0 out of 14
+0.33%
Nov 2007 - Oct 2024
+0.90% +1.62%
Jun 2008 - May 2025
0.00%
0 out of 14
+3.56%
May 2007 - Apr 2025
+3.56% +3.70%
Jun 2007 - May 2025
0.00%
0 out of 2
+1.05%
May 2007 - Apr 2025
+1.05% +1.21%
Jun 2007 - May 2025
0.00%
0 out of 2
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