SPDR S&P 400 Mid Cap Growth ETF (MDYG): Rolling Returns

Data Source: from December 2005 to March 2024 (~18 years)
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.

SPDR S&P 400 MID CAP GROWTH ETF (MDYG) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 December 2005 - 31 March 2024 (~18 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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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
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)

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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
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 +10.45% +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
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 +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
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 +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
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 +10.71% +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
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 +10.96% +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
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)

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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
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 +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
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)

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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
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 +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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
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)

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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
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Growth ETF (MDYG) ETF: Historical Returns page.