Consolidated Returns as of 30 June 2024
Holding the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) 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 94 months (from July 2016 to April 2024).
This means that every rolling period of 95 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) 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 | +1.55% |
+12.09%
May 2019 - Apr 2020 |
-12.14%
Oct 2021 - Sep 2022 |
40.00%
62 out of 155 |
US Inflation Adjusted | -0.44% |
+11.70%
May 2019 - Apr 2020 |
-18.80%
Oct 2021 - Sep 2022 |
52.90%
82 out of 155 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.49% |
+8.90%
Aug 2018 - Jul 2020 |
-7.42%
Nov 2020 - Oct 2022 |
28.67%
41 out of 143 |
US Inflation Adjusted | -0.36% |
+7.43%
May 2018 - Apr 2020 |
-13.46%
Nov 2020 - Oct 2022 |
53.15%
76 out of 143 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.72% |
+5.41%
Feb 2018 - Jan 2021 |
-4.97%
Nov 2020 - Oct 2023 |
19.85%
26 out of 131 |
US Inflation Adjusted | +0.24% |
+3.54%
Feb 2018 - Jan 2021 |
-10.11%
Nov 2020 - Oct 2023 |
46.56%
61 out of 131 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.89% |
+4.20%
Jan 2017 - Dec 2020 |
-3.08%
May 2020 - Apr 2024 |
13.45%
16 out of 119 |
US Inflation Adjusted | +0.34% |
+2.45%
Apr 2011 - Mar 2015 |
-7.83%
May 2020 - Apr 2024 |
42.02%
50 out of 119 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.67% |
+3.76%
Jul 2015 - Jun 2020 |
-0.34%
Jun 2019 - May 2024 |
4.67%
5 out of 107 |
US Inflation Adjusted | -0.03% |
+2.41%
Apr 2011 - Mar 2016 |
-4.34%
Jun 2019 - May 2024 |
51.40%
55 out of 107 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.61% |
+3.71%
Apr 2014 - Mar 2020 |
-0.34%
Oct 2016 - Sep 2022 |
4.21%
4 out of 95 |
US Inflation Adjusted | -0.14% |
+2.27%
May 2014 - Apr 2020 |
-3.78%
Nov 2017 - Oct 2023 |
52.63%
50 out of 95 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.79% |
+3.47%
Sep 2013 - Aug 2020 |
-0.26%
Oct 2016 - Sep 2023 |
4.82%
4 out of 83 |
US Inflation Adjusted | +0.04% |
+1.93%
Sep 2013 - Aug 2020 |
-3.65%
Oct 2016 - Sep 2023 |
48.19%
40 out of 83 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.12% |
+2.98%
Apr 2012 - Mar 2020 |
+0.16%
Nov 2015 - Oct 2023 |
0.00%
0 out of 71 |
US Inflation Adjusted | +0.28% |
+1.44%
Apr 2012 - Mar 2020 |
-3.13%
May 2016 - Apr 2024 |
46.48%
33 out of 71 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.90% |
+3.65%
Apr 2011 - Mar 2020 |
+0.45%
Nov 2014 - Oct 2023 |
0.00%
0 out of 59 |
US Inflation Adjusted | -0.32% |
+1.98%
Apr 2011 - Mar 2020 |
-2.58%
May 2015 - Apr 2024 |
54.24%
32 out of 59 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.17% |
+3.31%
Jan 2011 - Dec 2020 |
+0.51%
Nov 2012 - Oct 2022 |
0.00%
0 out of 47 |
US Inflation Adjusted | -1.39% |
+1.54%
Jan 2011 - Dec 2020 |
-2.10%
Nov 2013 - Oct 2023 |
65.96%
31 out of 47 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.98% |
+2.75%
Jan 2011 - Dec 2021 |
+0.47%
Nov 2012 - Oct 2023 |
0.00%
0 out of 35 |
US Inflation Adjusted | -1.55% |
+0.58%
Sep 2010 - Aug 2021 |
-2.10%
May 2013 - Apr 2024 |
80.00%
28 out of 35 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.13% |
+1.80%
Apr 2011 - Mar 2023 |
+0.75%
Nov 2011 - Oct 2023 |
0.00%
0 out of 23 |
US Inflation Adjusted | -1.43% |
-0.73%
Apr 2011 - Mar 2023 |
-1.80%
Jun 2012 - May 2024 |
100.00%
23 out of 23 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.42% |
+1.76%
Jan 2011 - Dec 2023 |
+1.05%
Nov 2010 - Oct 2023 |
0.00%
0 out of 11 |
US Inflation Adjusted | -1.16% |
-0.84%
Jan 2011 - Dec 2023 |
-1.56%
Nov 2010 - Oct 2023 |
100.00%
11 out of 11 |
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To obtain comprehensive information, please consult the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF: Historical Returns page.