Consolidated Returns as of 31 March 2024
Holding the SPDR S&P 400 Mid Cap Growth ETF (MDYG) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~18 years), the longest period with a negative return lasted 53 months (from April 2006 to August 2010).
This means that every rolling period of 54 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Growth ETF (MDYG) 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 | +11.43% |
+76.72%
Apr 2020 - Mar 2021 |
-46.43%
Dec 2007 - Nov 2008 |
24.88%
52 out of 209 |
US Inflation Adjusted | +9.34% |
+72.21%
Apr 2020 - Mar 2021 |
-47.02%
Dec 2007 - Nov 2008 |
31.10%
65 out of 209 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.95% |
+53.20%
Mar 2009 - Feb 2011 |
-26.05%
Mar 2007 - Feb 2009 |
18.27%
36 out of 197 |
US Inflation Adjusted | +6.83% |
+49.99%
Mar 2009 - Feb 2011 |
-27.54%
Mar 2007 - Feb 2009 |
22.34%
44 out of 197 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.45% |
+34.74%
Mar 2009 - Feb 2012 |
-15.37%
Mar 2006 - Feb 2009 |
11.89%
22 out of 185 |
US Inflation Adjusted | +8.50% |
+31.60%
Mar 2009 - Feb 2012 |
-17.17%
Mar 2006 - Feb 2009 |
16.76%
31 out of 185 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.67% |
+28.69%
Mar 2009 - Feb 2013 |
-0.40%
Oct 2007 - Sep 2011 |
1.16%
2 out of 173 |
US Inflation Adjusted | +8.97% |
+25.80%
Mar 2009 - Feb 2013 |
-2.44%
Oct 2007 - Sep 2011 |
4.62%
8 out of 173 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.93% |
+28.26%
Mar 2009 - Feb 2014 |
+1.99%
Apr 2015 - Mar 2020 |
0.00%
0 out of 161 |
US Inflation Adjusted | +7.73% |
+25.67%
Mar 2009 - Feb 2014 |
+0.17%
Apr 2015 - Mar 2020 |
0.00%
0 out of 161 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.71% |
+25.03%
Mar 2009 - Feb 2015 |
+3.73%
Apr 2014 - Mar 2020 |
0.00%
0 out of 149 |
US Inflation Adjusted | +8.94% |
+22.94%
Mar 2009 - Feb 2015 |
+1.87%
Nov 2017 - Oct 2023 |
0.00%
0 out of 149 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.96% |
+20.32%
Dec 2008 - Nov 2015 |
+6.00%
Apr 2013 - Mar 2020 |
0.00%
0 out of 137 |
US Inflation Adjusted | +9.34% |
+18.44%
Dec 2008 - Nov 2015 |
+3.80%
Jul 2015 - Jun 2022 |
0.00%
0 out of 137 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.45% |
+20.59%
Mar 2009 - Feb 2017 |
+7.06%
Apr 2012 - Mar 2020 |
0.00%
0 out of 125 |
US Inflation Adjusted | +8.29% |
+18.53%
Mar 2009 - Feb 2017 |
+4.01%
Jun 2015 - May 2023 |
0.00%
0 out of 125 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.38% |
+19.84%
Mar 2009 - Feb 2018 |
+6.61%
Apr 2011 - Mar 2020 |
0.00%
0 out of 113 |
US Inflation Adjusted | +8.72% |
+17.73%
Mar 2009 - Feb 2018 |
+4.58%
Nov 2014 - Oct 2023 |
0.00%
0 out of 113 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.88% |
+17.92%
Mar 2009 - Feb 2019 |
+7.64%
Feb 2006 - Jan 2016 |
0.00%
0 out of 101 |
US Inflation Adjusted | +8.77% |
+15.88%
Mar 2009 - Feb 2019 |
+4.89%
Nov 2013 - Oct 2023 |
0.00%
0 out of 101 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.58% |
+16.42%
Dec 2008 - Nov 2019 |
+8.21%
Jan 2008 - Dec 2018 |
0.00%
0 out of 89 |
US Inflation Adjusted | +8.25% |
+14.42%
Dec 2008 - Nov 2019 |
+6.25%
Jul 2011 - Jun 2022 |
0.00%
0 out of 89 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.36% |
+18.19%
Mar 2009 - Feb 2021 |
+7.96%
Jun 2007 - May 2019 |
0.00%
0 out of 77 |
US Inflation Adjusted | +8.12% |
+16.10%
Mar 2009 - Feb 2021 |
+6.08%
Jun 2007 - May 2019 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.68% |
+16.91%
Dec 2008 - Nov 2021 |
+6.75%
Apr 2007 - Mar 2020 |
0.00%
0 out of 65 |
US Inflation Adjusted | +8.01% |
+14.52%
Dec 2008 - Nov 2021 |
+4.89%
Apr 2007 - Mar 2020 |
0.00%
0 out of 65 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.57% |
+15.09%
Mar 2009 - Feb 2023 |
+6.78%
Apr 2006 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +8.45% |
+12.26%
Mar 2009 - Feb 2023 |
+4.84%
Apr 2006 - Mar 2020 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.20% |
+15.46%
Mar 2009 - Feb 2024 |
+7.79%
Oct 2007 - Sep 2022 |
0.00%
0 out of 41 |
US Inflation Adjusted | +8.07% |
+12.57%
Mar 2009 - Feb 2024 |
+5.29%
Oct 2007 - Sep 2022 |
0.00%
0 out of 41 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.12% |
+11.01%
Apr 2008 - Mar 2024 |
+7.72%
Nov 2007 - Oct 2023 |
0.00%
0 out of 29 |
US Inflation Adjusted | +6.54% |
+8.56%
Jan 2006 - Dec 2021 |
+5.16%
Nov 2007 - Oct 2023 |
0.00%
0 out of 29 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.02% |
+9.90%
Aug 2006 - Jul 2023 |
+8.61%
May 2006 - Apr 2023 |
0.00%
0 out of 17 |
US Inflation Adjusted | +6.42% |
+7.30%
Aug 2006 - Jul 2023 |
+6.00%
Nov 2006 - Oct 2023 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.37% |
+9.73%
Apr 2006 - Mar 2024 |
+9.00%
Dec 2005 - Nov 2023 |
0.00%
0 out of 5 |
US Inflation Adjusted | +6.71% |
+7.03%
Apr 2006 - Mar 2024 |
+6.36%
Dec 2005 - Nov 2023 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Growth ETF (MDYG) ETF: Historical Returns page.