Consolidated Returns as of 30 April 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.00% |
+57.01%
Apr 2020 - Mar 2021 |
-28.17%
Nov 2021 - Oct 2022 |
43.13%
69 out of 160 |
US Inflation Adjusted | +0.90% |
+53.00%
Apr 2020 - Mar 2021 |
-33.34%
Nov 2021 - Oct 2022 |
48.13%
77 out of 160 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.15% |
+31.75%
Feb 2016 - Jan 2018 |
-12.71%
Jun 2021 - May 2023 |
43.92%
65 out of 148 |
US Inflation Adjusted | -0.69% |
+28.75%
Feb 2016 - Jan 2018 |
-17.89%
Jun 2021 - May 2023 |
54.05%
80 out of 148 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.90% |
+14.51%
Feb 2016 - Jan 2019 |
-8.95%
Feb 2013 - Jan 2016 |
29.41%
40 out of 136 |
US Inflation Adjusted | +0.95% |
+12.21%
Feb 2016 - Jan 2019 |
-11.11%
Feb 2021 - Jan 2024 |
41.91%
57 out of 136 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.52% |
+12.10%
Jan 2017 - Dec 2020 |
-6.52%
Mar 2012 - Feb 2016 |
17.74%
22 out of 124 |
US Inflation Adjusted | -0.21% |
+9.96%
Jan 2017 - Dec 2020 |
-7.42%
Mar 2012 - Feb 2016 |
50.81%
63 out of 124 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.83% |
+14.68%
Mar 2016 - Feb 2021 |
-5.67%
Mar 2011 - Feb 2016 |
19.64%
22 out of 112 |
US Inflation Adjusted | +0.79% |
+12.30%
Mar 2016 - Feb 2021 |
-6.93%
Mar 2011 - Feb 2016 |
42.86%
48 out of 112 |
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 |
16.00%
16 out of 100 |
US Inflation Adjusted | +1.11% |
+8.09%
Feb 2016 - Jan 2022 |
-4.74%
Feb 2018 - Jan 2024 |
40.00%
40 out of 100 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.63% |
+7.80%
Feb 2014 - Jan 2021 |
-0.38%
Apr 2013 - Mar 2020 |
1.14%
1 out of 88 |
US Inflation Adjusted | +1.41% |
+6.12%
Feb 2014 - Jan 2021 |
-1.87%
Apr 2013 - Mar 2020 |
13.64%
12 out of 88 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.60% |
+7.18%
Jul 2013 - Jun 2021 |
-0.17%
Apr 2012 - Mar 2020 |
2.63%
2 out of 76 |
US Inflation Adjusted | +1.56% |
+5.16%
Jul 2013 - Jun 2021 |
-2.41%
Nov 2014 - Oct 2022 |
32.89%
25 out of 76 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.01% |
+7.04%
Jun 2012 - May 2021 |
-1.27%
Apr 2011 - Mar 2020 |
4.69%
3 out of 64 |
US Inflation Adjusted | +0.66% |
+5.15%
Jun 2012 - May 2021 |
-2.86%
Apr 2011 - Mar 2020 |
35.94%
23 out of 64 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.22% |
+6.16%
Oct 2011 - Sep 2021 |
+0.45%
Apr 2010 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +0.77% |
+4.17%
Oct 2011 - Sep 2021 |
-1.35%
Nov 2012 - Oct 2022 |
26.92%
14 out of 52 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.80% |
+6.00%
Jul 2010 - Jun 2021 |
+1.33%
Nov 2011 - Oct 2022 |
0.00%
0 out of 40 |
US Inflation Adjusted | +0.30% |
+3.90%
Jun 2010 - May 2021 |
-1.15%
Nov 2011 - Oct 2022 |
45.00%
18 out of 40 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.11% |
+4.72%
Feb 2010 - Jan 2022 |
+0.31%
Nov 2010 - Oct 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | -0.44% |
+2.46%
Feb 2010 - Jan 2022 |
-2.23%
Nov 2010 - Oct 2022 |
60.71%
17 out of 28 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.77% |
+3.34%
Feb 2010 - Jan 2023 |
+1.04%
Nov 2010 - Oct 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | -0.84% |
+0.80%
Feb 2010 - Jan 2023 |
-1.57%
Nov 2010 - Oct 2023 |
68.75%
11 out of 16 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.72% |
+2.97%
Mar 2010 - Feb 2024 |
+2.61%
Apr 2010 - Mar 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | +0.10% |
+0.36%
Mar 2010 - Feb 2024 |
-0.01%
Apr 2010 - Mar 2024 |
25.00%
1 out of 4 |
To obtain comprehensive information, please consult the Schwab Emerging Markets Equity ETF (SCHE) ETF: Historical Returns page.