Schwab Intermediate-Term U.S. Treasury ETF (SCHR): Rolling Returns

Data Source: from September 2010 to April 2024 (~14 years)
Consolidated Returns as of 30 April 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 negative series is not closed yet.

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.

SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 September 2010 - 30 April 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.55% +12.09%
May 2019 - Apr 2020 		-12.14%
Oct 2021 - Sep 2022 		40.52%
62 out of 153
US Inflation Adjusted -0.42% +11.70%
May 2019 - Apr 2020 		-18.80%
Oct 2021 - Sep 2022 		52.29%
80 out of 153
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.53% +8.90%
Aug 2018 - Jul 2020 		-7.42%
Nov 2020 - Oct 2022 		28.37%
40 out of 141
US Inflation Adjusted -0.27% +7.43%
May 2018 - Apr 2020 		-13.46%
Nov 2020 - Oct 2022 		52.48%
74 out of 141
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.89% +5.41%
Feb 2018 - Jan 2021 		-4.97%
Nov 2020 - Oct 2023 		18.60%
24 out of 129
US Inflation Adjusted +0.26% +3.54%
Feb 2018 - Jan 2021 		-10.11%
Nov 2020 - Oct 2023 		45.74%
59 out of 129
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.93% +4.20%
Jan 2017 - Dec 2020 		-3.15%
May 2020 - Apr 2024 		11.97%
14 out of 117
US Inflation Adjusted +0.37% +2.45%
Apr 2011 - Mar 2015 		-7.83%
May 2020 - Apr 2024 		41.03%
48 out of 117
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.77% +3.76%
Jul 2015 - Jun 2020 		-0.28%
May 2019 - Apr 2024 		2.86%
3 out of 105
US Inflation Adjusted -0.01% +2.41%
Apr 2011 - Mar 2016 		-4.22%
May 2019 - Apr 2024 		50.48%
53 out of 105
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.67% +3.71%
Apr 2014 - Mar 2020 		-0.34%
Oct 2016 - Sep 2022 		4.30%
4 out of 93
US Inflation Adjusted -0.08% +2.27%
May 2014 - Apr 2020 		-3.78%
Nov 2017 - Oct 2023 		51.61%
48 out of 93
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.86% +3.47%
Sep 2013 - Aug 2020 		-0.26%
Oct 2016 - Sep 2023 		4.94%
4 out of 81
US Inflation Adjusted +0.05% +1.93%
Sep 2013 - Aug 2020 		-3.65%
Oct 2016 - Sep 2023 		46.91%
38 out of 81
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.13% +2.98%
Apr 2012 - Mar 2020 		+0.16%
Nov 2015 - Oct 2023 		0.00%
0 out of 69
US Inflation Adjusted +0.29% +1.44%
Apr 2012 - Mar 2020 		-3.13%
May 2016 - Apr 2024 		44.93%
31 out of 69
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.99% +3.65%
Apr 2011 - Mar 2020 		+0.45%
Nov 2014 - Oct 2023 		0.00%
0 out of 57
US Inflation Adjusted -0.17% +1.98%
Apr 2011 - Mar 2020 		-2.58%
May 2015 - Apr 2024 		52.63%
30 out of 57
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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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 45
US Inflation Adjusted -1.37% +1.54%
Jan 2011 - Dec 2020 		-2.10%
Nov 2013 - Oct 2023 		64.44%
29 out of 45
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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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 33
US Inflation Adjusted -1.55% +0.58%
Sep 2010 - Aug 2021 		-2.10%
May 2013 - Apr 2024 		78.79%
26 out of 33
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.20% +1.80%
Apr 2011 - Mar 2023 		+0.75%
Nov 2011 - Oct 2023 		0.00%
0 out of 21
US Inflation Adjusted -1.33% -0.73%
Apr 2011 - Mar 2023 		-1.80%
May 2012 - Apr 2024 		100.00%
21 out of 21
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.40% +1.76%
Jan 2011 - Dec 2023 		+1.05%
Nov 2010 - Oct 2023 		0.00%
0 out of 9
US Inflation Adjusted -1.15% -0.84%
Jan 2011 - Dec 2023 		-1.56%
Nov 2010 - Oct 2023 		100.00%
9 out of 9
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF: Historical Returns page.