Consolidated Returns as of 30 June 2024
Holding the Schwab Emerging Markets Equity ETF (SCHE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~14 years), the longest period with a negative return lasted 142 months (from January 2011 to October 2022).
This means that every rolling period of 143 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Schwab Emerging Markets Equity ETF (SCHE) 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.08% |
+57.01%
Apr 2020 - Mar 2021 |
-28.17%
Nov 2021 - Oct 2022 |
42.59%
69 out of 162 |
US Inflation Adjusted | +0.91% |
+53.00%
Apr 2020 - Mar 2021 |
-33.34%
Nov 2021 - Oct 2022 |
47.53%
77 out of 162 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.22% |
+31.75%
Feb 2016 - Jan 2018 |
-12.71%
Jun 2021 - May 2023 |
43.33%
65 out of 150 |
US Inflation Adjusted | -0.69% |
+28.75%
Feb 2016 - Jan 2018 |
-17.89%
Jun 2021 - May 2023 |
54.00%
81 out of 150 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.82% |
+14.51%
Feb 2016 - Jan 2019 |
-8.95%
Feb 2013 - Jan 2016 |
30.43%
42 out of 138 |
US Inflation Adjusted | +0.94% |
+12.21%
Feb 2016 - Jan 2019 |
-11.11%
Feb 2021 - Jan 2024 |
42.75%
59 out of 138 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.57% |
+12.10%
Jan 2017 - Dec 2020 |
-6.52%
Mar 2012 - Feb 2016 |
17.46%
22 out of 126 |
US Inflation Adjusted | -0.16% |
+9.96%
Jan 2017 - Dec 2020 |
-7.42%
Mar 2012 - Feb 2016 |
50.00%
63 out of 126 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.00% |
+14.68%
Mar 2016 - Feb 2021 |
-5.67%
Mar 2011 - Feb 2016 |
19.30%
22 out of 114 |
US Inflation Adjusted | +0.68% |
+12.30%
Mar 2016 - Feb 2021 |
-6.93%
Mar 2011 - Feb 2016 |
43.86%
50 out of 114 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.04% |
+11.24%
Feb 2016 - Jan 2022 |
-2.45%
Jan 2011 - Dec 2016 |
15.69%
16 out of 102 |
US Inflation Adjusted | +1.10% |
+8.09%
Feb 2016 - Jan 2022 |
-4.74%
Feb 2018 - Jan 2024 |
41.18%
42 out of 102 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.66% |
+7.80%
Feb 2014 - Jan 2021 |
-0.38%
Apr 2013 - Mar 2020 |
1.11%
1 out of 90 |
US Inflation Adjusted | +1.36% |
+6.12%
Feb 2014 - Jan 2021 |
-1.87%
Apr 2013 - Mar 2020 |
13.33%
12 out of 90 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.68% |
+7.18%
Jul 2013 - Jun 2021 |
-0.17%
Apr 2012 - Mar 2020 |
2.56%
2 out of 78 |
US Inflation Adjusted | +1.63% |
+5.16%
Jul 2013 - Jun 2021 |
-2.41%
Nov 2014 - Oct 2022 |
32.05%
25 out of 78 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.06% |
+7.04%
Jun 2012 - May 2021 |
-1.27%
Apr 2011 - Mar 2020 |
4.55%
3 out of 66 |
US Inflation Adjusted | +0.56% |
+5.15%
Jun 2012 - May 2021 |
-2.86%
Apr 2011 - Mar 2020 |
34.85%
23 out of 66 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.18% |
+6.16%
Oct 2011 - Sep 2021 |
+0.45%
Apr 2010 - Mar 2020 |
0.00%
0 out of 54 |
US Inflation Adjusted | +0.71% |
+4.17%
Oct 2011 - Sep 2021 |
-1.35%
Nov 2012 - Oct 2022 |
25.93%
14 out of 54 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.84% |
+6.00%
Jul 2010 - Jun 2021 |
+1.33%
Nov 2011 - Oct 2022 |
0.00%
0 out of 42 |
US Inflation Adjusted | +0.31% |
+3.90%
Jun 2010 - May 2021 |
-1.15%
Nov 2011 - Oct 2022 |
42.86%
18 out of 42 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.27% |
+4.72%
Feb 2010 - Jan 2022 |
+0.31%
Nov 2010 - Oct 2022 |
0.00%
0 out of 30 |
US Inflation Adjusted | -0.31% |
+2.46%
Feb 2010 - Jan 2022 |
-2.23%
Nov 2010 - Oct 2022 |
56.67%
17 out of 30 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.87% |
+3.34%
Feb 2010 - Jan 2023 |
+1.04%
Nov 2010 - Oct 2023 |
0.00%
0 out of 18 |
US Inflation Adjusted | -0.69% |
+0.80%
Feb 2010 - Jan 2023 |
-1.57%
Nov 2010 - Oct 2023 |
72.22%
13 out of 18 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.84% |
+3.76%
Jul 2010 - Jun 2024 |
+2.61%
Apr 2010 - Mar 2024 |
0.00%
0 out of 6 |
US Inflation Adjusted | +0.28% |
+1.09%
Jul 2010 - Jun 2024 |
-0.01%
Apr 2010 - Mar 2024 |
16.67%
1 out of 6 |
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To obtain comprehensive information, please consult the Schwab Emerging Markets Equity ETF (SCHE) ETF: Historical Returns page.