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.
Annualized Rolling Returns - 1 Year (12 months)
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 |
Annualized Rolling Returns - 2 Years (24 months)
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 |
Annualized Rolling Returns - 3 Years (36 months)
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 |
Annualized Rolling Returns - 4 Years (48 months)
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 |
Annualized Rolling Returns - 5 Years (60 months)
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 |
Annualized Rolling Returns - 6 Years (72 months)
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 |
Annualized Rolling Returns - 7 Years (84 months)
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 |
Annualized Rolling Returns - 8 Years (96 months)
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 |
Annualized Rolling Returns - 9 Years (108 months)
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 |
Annualized Rolling Returns - 10 Years (120 months)
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 |
Annualized Rolling Returns - 11 Years (132 months)
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 |
Annualized Rolling Returns - 12 Years (144 months)
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 |
Annualized Rolling Returns - 13 Years (156 months)
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 |
Annualized Rolling Returns - 14 Years (168 months)
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 |
Annualized Rolling Returns - 15 Years (180 months)
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 |
Annualized Rolling Returns - 16 Years (192 months)
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 |
Annualized Rolling Returns - 17 Years (204 months)
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 |
Annualized Rolling Returns - 18 Years (216 months)
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 |
To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Value ETF (MDYV) ETF: Historical Returns page.