Consolidated Returns as of 31 March 2024
Holding the SPDR S&P International Small Cap ETF (GWX) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~17 years), the longest period with a negative return lasted 149 months (from November 2007 to March 2020).
This means that every rolling period of 150 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR S&P International Small Cap ETF (GWX) 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 | +5.18% |
+70.96%
Mar 2009 - Feb 2010 |
-52.54%
Nov 2007 - Oct 2008 |
41.67%
80 out of 192 |
US Inflation Adjusted | +2.76% |
+67.36%
Mar 2009 - Feb 2010 |
-54.25%
Nov 2007 - Oct 2008 |
42.71%
82 out of 192 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.83% |
+49.16%
Mar 2009 - Feb 2011 |
-26.71%
May 2007 - Apr 2009 |
35.00%
63 out of 180 |
US Inflation Adjusted | +2.23% |
+46.04%
Mar 2009 - Feb 2011 |
-27.89%
May 2007 - Apr 2009 |
43.33%
78 out of 180 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.07% |
+27.27%
Mar 2009 - Feb 2012 |
-11.53%
Jul 2007 - Jun 2010 |
15.48%
26 out of 168 |
US Inflation Adjusted | +3.69% |
+24.30%
Mar 2009 - Feb 2012 |
-12.90%
Jul 2007 - Jun 2010 |
22.02%
37 out of 168 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.59% |
+22.06%
Mar 2009 - Feb 2013 |
-7.08%
Oct 2007 - Sep 2011 |
12.82%
20 out of 156 |
US Inflation Adjusted | +3.52% |
+19.32%
Mar 2009 - Feb 2013 |
-8.99%
Oct 2007 - Sep 2011 |
26.28%
41 out of 156 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.46% |
+21.34%
Mar 2009 - Feb 2014 |
-5.17%
Jun 2007 - May 2012 |
13.19%
19 out of 144 |
US Inflation Adjusted | +3.09% |
+18.89%
Mar 2009 - Feb 2014 |
-7.07%
Jun 2007 - May 2012 |
25.69%
37 out of 144 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.36% |
+16.70%
Mar 2009 - Feb 2015 |
-1.45%
Apr 2014 - Mar 2020 |
6.06%
8 out of 132 |
US Inflation Adjusted | +3.74% |
+14.75%
Mar 2009 - Feb 2015 |
-4.25%
Nov 2017 - Oct 2023 |
22.73%
30 out of 132 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.09% |
+13.12%
Apr 2009 - Mar 2016 |
-0.25%
Nov 2007 - Oct 2014 |
0.83%
1 out of 120 |
US Inflation Adjusted | +4.41% |
+11.29%
Apr 2009 - Mar 2016 |
-2.04%
Nov 2007 - Oct 2014 |
12.50%
15 out of 120 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.28% |
+14.21%
Mar 2009 - Feb 2017 |
+0.05%
Nov 2007 - Oct 2015 |
0.00%
0 out of 108 |
US Inflation Adjusted | +3.21% |
+12.27%
Mar 2009 - Feb 2017 |
-1.54%
Nov 2007 - Oct 2015 |
12.96%
14 out of 108 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.11% |
+14.90%
Mar 2009 - Feb 2018 |
+0.84%
Nov 2007 - Oct 2016 |
0.00%
0 out of 96 |
US Inflation Adjusted | +3.26% |
+12.88%
Mar 2009 - Feb 2018 |
-0.78%
Apr 2011 - Mar 2020 |
10.42%
10 out of 96 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.65% |
+11.95%
Mar 2009 - Feb 2019 |
+2.42%
Nov 2013 - Oct 2023 |
0.00%
0 out of 84 |
US Inflation Adjusted | +3.63% |
+10.01%
Mar 2009 - Feb 2019 |
-0.35%
Nov 2013 - Oct 2023 |
1.19%
1 out of 84 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.20% |
+10.02%
Mar 2009 - Feb 2020 |
+1.60%
Nov 2007 - Oct 2018 |
0.00%
0 out of 72 |
US Inflation Adjusted | +2.83% |
+8.06%
Mar 2009 - Feb 2020 |
-0.13%
Nov 2007 - Oct 2018 |
1.39%
1 out of 72 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.68% |
+11.98%
Mar 2009 - Feb 2021 |
+1.05%
Apr 2008 - Mar 2020 |
0.00%
0 out of 60 |
US Inflation Adjusted | +2.29% |
+10.00%
Mar 2009 - Feb 2021 |
-0.54%
Apr 2008 - Mar 2020 |
1.67%
1 out of 60 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.14% |
+10.99%
Mar 2009 - Feb 2022 |
+1.07%
May 2007 - Apr 2020 |
0.00%
0 out of 48 |
US Inflation Adjusted | +2.91% |
+8.53%
Mar 2009 - Feb 2022 |
-0.61%
May 2007 - Apr 2020 |
8.33%
4 out of 48 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.68% |
+9.31%
Mar 2009 - Feb 2023 |
+3.40%
Jul 2008 - Jun 2022 |
0.00%
0 out of 36 |
US Inflation Adjusted | +2.36% |
+6.62%
Mar 2009 - Feb 2023 |
+1.17%
Jul 2008 - Jun 2022 |
0.00%
0 out of 36 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.45% |
+8.98%
Mar 2009 - Feb 2024 |
+1.13%
Nov 2007 - Oct 2022 |
0.00%
0 out of 24 |
US Inflation Adjusted | +1.07% |
+6.25%
Mar 2009 - Feb 2024 |
-1.22%
Nov 2007 - Oct 2022 |
12.50%
3 out of 24 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.68% |
+3.71%
Apr 2008 - Mar 2024 |
+1.46%
Nov 2007 - Oct 2023 |
0.00%
0 out of 12 |
US Inflation Adjusted | +0.23% |
+1.27%
Apr 2008 - Mar 2024 |
-0.95%
Nov 2007 - Oct 2023 |
25.00%
3 out of 12 |
To obtain comprehensive information, please consult the SPDR S&P International Small Cap ETF (GWX) ETF: Historical Returns page.