SPDR S&P 400 Mid Cap Value ETF (MDYV): 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 Value ETF (MDYV) 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 69 months (from July 2014 to March 2020).

This means that every rolling period of 70 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Value ETF (MDYV) 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 VALUE ETF (MDYV) 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 +10.84% +89.00%
Apr 2020 - Mar 2021
-45.48%
Mar 2008 - Feb 2009
31.10%
65 out of 209
US Inflation Adjusted +8.78% +84.18%
Apr 2020 - Mar 2021
-45.48%
Mar 2008 - Feb 2009
37.32%
78 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 +8.50% +48.01%
Mar 2009 - Feb 2011
-30.56%
Mar 2007 - Feb 2009
19.80%
39 out of 197
US Inflation Adjusted +6.49% +44.91%
Mar 2009 - Feb 2011
-31.96%
Mar 2007 - Feb 2009
27.41%
54 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 +9.86% +30.16%
Mar 2009 - Feb 2012
-18.02%
Mar 2006 - Feb 2009
17.30%
32 out of 185
US Inflation Adjusted +7.90% +27.12%
Mar 2009 - Feb 2012
-19.76%
Mar 2006 - Feb 2009
18.92%
35 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 +9.91% +26.72%
Mar 2009 - Feb 2013
-4.01%
Oct 2007 - Sep 2011
9.25%
16 out of 173
US Inflation Adjusted +7.06% +23.88%
Mar 2009 - Feb 2013
-5.98%
Oct 2007 - Sep 2011
16.76%
29 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 +9.27% +26.59%
Mar 2009 - Feb 2014
-1.60%
Apr 2015 - Mar 2020
3.11%
5 out of 161
US Inflation Adjusted +6.55% +24.04%
Mar 2009 - Feb 2014
-3.43%
Jun 2007 - May 2012
10.56%
17 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 +9.71% +23.98%
Mar 2009 - Feb 2015
+0.32%
Apr 2014 - Mar 2020
0.00%
0 out of 149
US Inflation Adjusted +7.62% +21.91%
Mar 2009 - Feb 2015
-1.17%
Apr 2014 - Mar 2020
1.34%
2 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 +9.78% +18.25%
Apr 2009 - Mar 2016
+3.09%
Apr 2013 - Mar 2020
0.00%
0 out of 137
US Inflation Adjusted +7.60% +16.34%
Apr 2009 - Mar 2016
+1.55%
Apr 2013 - Mar 2020
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 +9.54% +20.04%
Mar 2009 - Feb 2017
+5.05%
Apr 2012 - Mar 2020
0.00%
0 out of 125
US Inflation Adjusted +7.18% +17.99%
Mar 2009 - Feb 2017
+3.48%
Apr 2012 - Mar 2020
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 +9.38% +18.17%
Mar 2009 - Feb 2018
+4.63%
Apr 2011 - Mar 2020
0.00%
0 out of 113
US Inflation Adjusted +7.35% +16.10%
Mar 2009 - Feb 2018
+2.94%
Apr 2011 - Mar 2020
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 +9.75% +16.93%
Mar 2009 - Feb 2019
+5.59%
Feb 2006 - Jan 2016
0.00%
0 out of 101
US Inflation Adjusted +7.69% +14.91%
Mar 2009 - Feb 2019
+3.75%
Feb 2006 - Jan 2016
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 +10.15% +14.49%
Mar 2009 - Feb 2020
+6.93%
May 2007 - Apr 2018
0.00%
0 out of 89
US Inflation Adjusted +7.82% +12.45%
Mar 2009 - Feb 2020
+5.05%
May 2007 - Apr 2018
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 +9.80% +15.99%
Mar 2009 - Feb 2021
+5.40%
Apr 2008 - Mar 2020
0.00%
0 out of 77
US Inflation Adjusted +7.04% +13.93%
Mar 2009 - Feb 2021
+3.74%
Apr 2008 - Mar 2020
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 +9.99% +15.84%
Mar 2009 - Feb 2022
+3.71%
Apr 2007 - Mar 2020
0.00%
0 out of 65
US Inflation Adjusted +7.27% +13.28%
Mar 2009 - Feb 2022
+1.90%
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 +9.03% +14.91%
Mar 2009 - Feb 2023
+4.33%
Apr 2006 - Mar 2020
0.00%
0 out of 53
US Inflation Adjusted +6.79% +12.08%
Mar 2009 - Feb 2023
+2.43%
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 +8.67% +14.23%
Mar 2009 - Feb 2024
+7.01%
Jul 2007 - Jun 2022
0.00%
0 out of 41
US Inflation Adjusted +6.49% +11.37%
Mar 2009 - Feb 2024
+4.52%
Jul 2007 - Jun 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 +8.07% +9.61%
Apr 2008 - Mar 2024
+6.68%
Jun 2007 - May 2023
0.00%
0 out of 29
US Inflation Adjusted +5.57% +7.03%
Apr 2008 - Mar 2024
+4.16%
Jun 2007 - May 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 +8.02% +8.59%
Aug 2006 - Jul 2023
+7.13%
Nov 2006 - Oct 2023
0.00%
0 out of 17
US Inflation Adjusted +5.38% +6.03%
Aug 2006 - Jul 2023
+4.51%
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 +8.08% +8.48%
Jan 2006 - Dec 2023
+7.91%
Dec 2005 - Nov 2023
0.00%
0 out of 5
US Inflation Adjusted +5.45% +5.84%
Jan 2006 - Dec 2023
+5.29%
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 Value ETF (MDYV) ETF: Historical Returns page.