SPDR S&P 600 Small Cap Value ETF (SLYV): Rolling Returns

Simulation Settings
Category:
Period: November 2000 - June 2025 (~25 years)
Initial Amount: 1$
Currency: USD
Inflation: US
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When holding the SPDR S&P 600 Small Cap Value ETF (SLYV) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~25 years), the longest duration with a negative return was 86 months (from January 2002 to February 2009).

This indicates that, within the same timeframe, any rolling period of 87 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 S&P 600 SMALL CAP VALUE ETF (SLYV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 2005 - 30 June 2025 (20 Years)
Time Period: 1 November 2000 - 30 June 2025 (~25 years)
All Data
(2000/11 - 2025/06)
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 S&P 600 SMALL CAP VALUE ETF (SLYV) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 November 2000 - 30 June 2025 (~25 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-45.20%
Mar 2008 - Feb 2009
+10.45% +103.96%
Apr 2020 - Mar 2021
27.37%
78 out of 285
-45.20%
Mar 2008 - Feb 2009
+7.97% +98.75%
Apr 2020 - Mar 2021
30.88%
88 out of 285
-30.74%
Mar 2007 - Feb 2009
+10.82% +51.03%
Mar 2009 - Feb 2011
16.85%
46 out of 273
-32.14%
Mar 2007 - Feb 2009
+8.28% +47.87%
Mar 2009 - Feb 2011
21.98%
60 out of 273
-18.30%
Mar 2006 - Feb 2009
+11.28% +33.44%
Mar 2009 - Feb 2012
13.79%
36 out of 261
-20.04%
Mar 2006 - Feb 2009
+8.69% +30.33%
Mar 2009 - Feb 2012
21.07%
55 out of 261
-11.13%
Mar 2005 - Feb 2009
+10.22% +28.58%
Mar 2009 - Feb 2013
9.64%
24 out of 249
-13.33%
Mar 2005 - Feb 2009
+8.01% +25.69%
Mar 2009 - Feb 2013
18.07%
45 out of 249
-7.68%
Mar 2004 - Feb 2009
+9.50% +29.14%
Mar 2009 - Feb 2014
4.64%
11 out of 237
-10.06%
Mar 2004 - Feb 2009
+6.83% +26.53%
Mar 2009 - Feb 2014
13.92%
33 out of 237
-0.39%
Apr 2014 - Mar 2020
+8.59% +25.14%
Mar 2009 - Feb 2015
0.44%
1 out of 225
-1.87%
Apr 2014 - Mar 2020
+6.03% +23.05%
Mar 2009 - Feb 2015
1.78%
4 out of 225
-0.85%
Mar 2002 - Feb 2009
+8.64% +19.34%
Apr 2009 - Mar 2016
0.94%
2 out of 213
-3.34%
Mar 2002 - Feb 2009
+5.99% +17.44%
Mar 2009 - Feb 2016
2.35%
5 out of 213
+1.09%
Mar 2001 - Feb 2009
+8.59% +21.33%
Mar 2009 - Feb 2017
0.00%
0 out of 201
-1.27%
Mar 2001 - Feb 2009
+6.08% +19.26%
Mar 2009 - Feb 2017
0.50%
1 out of 201
+4.77%
Apr 2011 - Mar 2020
+8.91% +19.80%
Mar 2009 - Feb 2018
0.00%
0 out of 189
+2.95%
Nov 2014 - Oct 2023
+6.44% +17.69%
Mar 2009 - Feb 2018
0.00%
0 out of 189
+6.16%
Apr 2010 - Mar 2020
+9.34% +18.22%
Mar 2009 - Feb 2019
0.00%
0 out of 177
+3.15%
May 2015 - Apr 2025
+7.03% +16.17%
Mar 2009 - Feb 2019
0.00%
0 out of 177
+6.41%
May 2014 - Apr 2025
+9.51% +15.26%
Mar 2009 - Feb 2020
0.00%
0 out of 165
+3.51%
May 2014 - Apr 2025
+7.12% +13.21%
Mar 2009 - Feb 2020
0.00%
0 out of 165
+5.76%
Apr 2008 - Mar 2020
+9.78% +17.41%
Mar 2009 - Feb 2021
0.00%
0 out of 153
+4.10%
Apr 2008 - Mar 2020
+7.32% +15.33%
Mar 2009 - Feb 2021
0.00%
0 out of 153
+4.08%
Apr 2007 - Mar 2020
+9.99% +16.68%
Mar 2009 - Feb 2022
0.00%
0 out of 141
+2.26%
Apr 2007 - Mar 2020
+7.69% +14.10%
Mar 2009 - Feb 2022
0.00%
0 out of 141
+4.56%
Apr 2006 - Mar 2020
+9.95% +15.39%
Mar 2009 - Feb 2023
0.00%
0 out of 129
+2.66%
Apr 2006 - Mar 2020
+7.54% +12.55%
Mar 2009 - Feb 2023
0.00%
0 out of 129
+5.57%
Apr 2005 - Mar 2020
+9.62% +14.36%
Mar 2009 - Feb 2024
0.00%
0 out of 117
+3.54%
Apr 2005 - Mar 2020
+7.36% +11.50%
Mar 2009 - Feb 2024
0.00%
0 out of 117
+5.52%
Apr 2004 - Mar 2020
+9.59% +13.87%
Mar 2009 - Feb 2025
0.00%
0 out of 105
+3.42%
Apr 2004 - Mar 2020
+7.35% +11.00%
Mar 2009 - Feb 2025
0.00%
0 out of 105
+7.04%
Nov 2006 - Oct 2023
+9.13% +11.81%
Nov 2000 - Oct 2017
0.00%
0 out of 93
+4.42%
Nov 2006 - Oct 2023
+6.66% +9.53%
Nov 2000 - Oct 2017
0.00%
0 out of 93
+6.53%
Apr 2002 - Mar 2020
+8.88% +12.10%
Apr 2003 - Mar 2021
0.00%
0 out of 81
+4.20%
May 2007 - Apr 2025
+6.46% +9.85%
Apr 2003 - Mar 2021
0.00%
0 out of 81
+7.10%
May 2006 - Apr 2025
+8.81% +11.60%
Apr 2003 - Mar 2022
0.00%
0 out of 69
+4.50%
May 2006 - Apr 2025
+6.27% +9.05%
Mar 2003 - Feb 2022
0.00%
0 out of 69
+7.96%
Jun 2005 - May 2025
+9.60% +11.08%
Apr 2001 - Mar 2021
0.00%
0 out of 57
+5.27%
Jun 2005 - May 2025
+6.98% +8.84%
Apr 2001 - Mar 2021
0.00%
0 out of 57
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