Consolidated Returns as of 30 April 2024
Holding the Invesco S&P SmallCap Consumer Staples ETF (PSCC) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~13 years), the longest period with a negative return lasted 44 months (from August 2016 to March 2020).
This means that every rolling period of 45 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Invesco S&P SmallCap Consumer Staples ETF (PSCC) 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 | +10.95% |
+62.95%
Apr 2020 - Mar 2021 |
-15.42%
Apr 2019 - Mar 2020 |
12.75%
19 out of 149 |
US Inflation Adjusted | +8.88% |
+58.79%
Apr 2020 - Mar 2021 |
-16.69%
Apr 2019 - Mar 2020 |
20.81%
31 out of 149 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.55% |
+28.54%
Apr 2020 - Mar 2022 |
-4.57%
Oct 2018 - Sep 2020 |
7.30%
10 out of 137 |
US Inflation Adjusted | +11.08% |
+25.71%
Dec 2011 - Nov 2013 |
-6.00%
Oct 2018 - Sep 2020 |
16.79%
23 out of 137 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.57% |
+22.28%
Apr 2020 - Mar 2023 |
-1.82%
Apr 2017 - Mar 2020 |
1.60%
2 out of 125 |
US Inflation Adjusted | +10.48% |
+19.72%
Jan 2012 - Dec 2014 |
-3.66%
Apr 2017 - Mar 2020 |
4.00%
5 out of 125 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.02% |
+20.46%
Jan 2013 - Dec 2016 |
+2.75%
Apr 2016 - Mar 2020 |
0.00%
0 out of 113 |
US Inflation Adjusted | +9.16% |
+19.02%
Jan 2013 - Dec 2016 |
+0.34%
Oct 2018 - Sep 2022 |
0.00%
0 out of 113 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.10% |
+18.78%
Oct 2011 - Sep 2016 |
+4.54%
Apr 2015 - Mar 2020 |
0.00%
0 out of 101 |
US Inflation Adjusted | +8.13% |
+17.31%
Oct 2011 - Sep 2016 |
+1.64%
Nov 2018 - Oct 2023 |
0.00%
0 out of 101 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.82% |
+17.58%
Oct 2011 - Sep 2017 |
+5.21%
Apr 2014 - Mar 2020 |
0.00%
0 out of 89 |
US Inflation Adjusted | +8.69% |
+15.95%
Oct 2011 - Sep 2017 |
+3.15%
Nov 2017 - Oct 2023 |
0.00%
0 out of 89 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.55% |
+17.52%
Oct 2011 - Sep 2018 |
+7.41%
May 2017 - Apr 2024 |
0.00%
0 out of 77 |
US Inflation Adjusted | +8.64% |
+15.74%
Oct 2011 - Sep 2018 |
+3.70%
May 2017 - Apr 2024 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.42% |
+14.67%
Feb 2013 - Jan 2021 |
+8.62%
May 2016 - Apr 2024 |
0.00%
0 out of 65 |
US Inflation Adjusted | +9.17% |
+12.89%
Feb 2013 - Jan 2021 |
+5.05%
May 2016 - Apr 2024 |
0.00%
0 out of 65 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.37% |
+15.44%
Jun 2012 - May 2021 |
+8.73%
Nov 2014 - Oct 2023 |
0.00%
0 out of 53 |
US Inflation Adjusted | +8.92% |
+13.40%
Jun 2012 - May 2021 |
+5.65%
Nov 2014 - Oct 2023 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.95% |
+14.87%
Jan 2012 - Dec 2021 |
+8.96%
Nov 2013 - Oct 2023 |
0.00%
0 out of 41 |
US Inflation Adjusted | +10.29% |
+12.59%
Feb 2011 - Jan 2021 |
+6.01%
Nov 2013 - Oct 2023 |
0.00%
0 out of 41 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.64% |
+14.14%
Jan 2011 - Dec 2021 |
+10.72%
May 2013 - Apr 2024 |
0.00%
0 out of 29 |
US Inflation Adjusted | +9.90% |
+11.65%
Jan 2011 - Dec 2021 |
+7.76%
May 2013 - Apr 2024 |
0.00%
0 out of 29 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.43% |
+13.14%
Feb 2011 - Jan 2023 |
+11.40%
May 2012 - Apr 2024 |
0.00%
0 out of 17 |
US Inflation Adjusted | +9.59% |
+10.29%
Feb 2011 - Jan 2023 |
+8.57%
May 2012 - Apr 2024 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.17% |
+12.60%
Feb 2011 - Jan 2024 |
+11.06%
May 2011 - Apr 2024 |
0.00%
0 out of 5 |
US Inflation Adjusted | +9.29% |
+9.73%
Feb 2011 - Jan 2024 |
+8.27%
May 2011 - Apr 2024 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the Invesco S&P SmallCap Consumer Staples ETF (PSCC) ETF: Historical Returns page.