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

Data Source: from September 2010 to February 2024 (~14 years)
Consolidated Returns as of 29 February 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 93 months (from February 2016 to October 2023).

This means that every rolling period of 94 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.

SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 September 2010 - 29 February 2024 (~14 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -12.14 10/2021
09/2022
0.87$ -2.93 0.97$ 0.93 1.00$ 6.75 1.06$ 12.09 05/2019
04/2020
1.12$ 3.07 44.95%
2Y -7.42 11/2020
10/2022
0.85$ -4.97 0.90$ 1.53 1.03$ 4.45 1.09$ 8.90 08/2018
07/2020
1.18$ -3.14 36.08%
3Y -4.97 11/2020
10/2023
0.85$ -3.02 0.91$ 1.33 1.04$ 4.92 1.15$ 5.41 02/2018
01/2021
1.17$ -3.07 25.88%
4Y -2.16 11/2019
10/2023
0.91$ -0.24 0.99$ 1.60 1.06$ 3.34 1.14$ 4.20 01/2017
12/2020
1.17$ -1.98 16.44%
5Y -0.23 11/2017
10/2022
0.98$ 0.51 1.02$ 2.22 1.11$ 3.37 1.18$ 3.76 07/2015
06/2020
1.20$ 0.41 3.28%
6Y -0.34 10/2016
09/2022
0.97$ 0.26 1.01$ 1.61 1.10$ 3.27 1.21$ 3.71 04/2014
03/2020
1.24$ 0.94 8.16%
7Y -0.26 10/2016
09/2023
0.98$ 0.03 1.00$ 0.95 1.06$ 2.72 1.20$ 2.97 08/2014
07/2021
1.22$ 0.65 10.81%
8Y 0.16 11/2015
10/2023
1.01$ 0.47 1.03$ 0.70 1.05$ 1.35 1.11$ 2.11 03/2014
02/2022
1.18$ 0.40 0.00%
9Y 0.45 11/2014
10/2023
1.04$ 0.67 1.06$ 0.82 1.07$ 1.02 1.09$ 1.25 05/2014
04/2023
1.11$ 0.75 0.00%
10Y 1.04 03/2014
02/2024
1.10$ 1.04 1.10$ 1.04 1.10$ 1.04 1.10$ 1.04 03/2014
02/2024
1.10$ 1.04 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -18.80 10/2021
09/2022
0.81$ -8.52 0.91$ -1.08 0.98$ 5.39 1.05$ 11.70 05/2019
04/2020
1.11$ 0.35 55.96%
2Y -13.46 11/2020
10/2022
0.74$ -10.61 0.79$ -0.62 0.98$ 3.56 1.07$ 7.43 05/2018
04/2020
1.15$ -7.16 56.70%
3Y -10.11 11/2020
10/2023
0.72$ -8.14 0.77$ -0.75 0.97$ 2.60 1.08$ 3.54 02/2018
01/2021
1.11$ -8.14 56.47%
4Y -6.44 11/2019
10/2023
0.76$ -4.49 0.83$ -0.24 0.99$ 1.45 1.05$ 2.22 01/2017
12/2020
1.09$ -6.24 56.16%
5Y -3.93 11/2017
10/2022
0.81$ -3.32 0.84$ -0.15 0.99$ 1.51 1.07$ 2.15 07/2015
06/2020
1.11$ -3.54 54.10%
6Y -3.78 11/2017
10/2023
0.79$ -3.28 0.81$ -1.41 0.91$ 1.70 1.10$ 2.27 05/2014
04/2020
1.14$ -2.63 59.18%
7Y -3.65 10/2016
09/2023
0.77$ -3.33 0.78$ -2.21 0.85$ 0.74 1.05$ 1.22 03/2014
02/2021
1.08$ -2.71 72.97%
8Y -3.01 11/2015
10/2023
0.78$ -2.60 0.80$ -2.30 0.83$ -1.24 0.90$ -0.27 03/2014
02/2022
0.97$ -2.88 100.00%
9Y -2.40 11/2014
10/2023
0.80$ -2.28 0.81$ -1.94 0.83$ -1.73 0.85$ -1.49 04/2014
03/2023
0.87$ -2.27 100.00%
10Y -1.69 03/2014
02/2024
0.84$ -1.69 0.84$ -1.69 0.84$ -1.69 0.84$ -1.69 03/2014
02/2024
0.84$ -1.69 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -12.14 10/2021
09/2022
0.87$ -2.35 0.97$ 1.56 1.01$ 7.14 1.07$ 12.09 05/2019
04/2020
1.12$ 3.07 40.40%
2Y -7.42 11/2020
10/2022
0.85$ -3.66 0.92$ 1.56 1.03$ 4.72 1.09$ 8.90 08/2018
07/2020
1.18$ -3.14 27.34%
3Y -4.97 11/2020
10/2023
0.85$ -1.77 0.94$ 1.90 1.05$ 4.50 1.14$ 5.41 02/2018
01/2021
1.17$ -3.07 17.32%
4Y -2.16 11/2019
10/2023
0.91$ 0.39 1.01$ 1.96 1.08$ 3.24 1.13$ 4.20 01/2017
12/2020
1.17$ -1.98 10.43%
5Y -0.23 11/2017
10/2022
0.98$ 0.71 1.03$ 1.99 1.10$ 3.07 1.16$ 3.76 07/2015
06/2020
1.20$ 0.41 1.94%
6Y -0.34 10/2016
09/2022
0.97$ 0.49 1.02$ 1.84 1.11$ 2.81 1.18$ 3.71 04/2014
03/2020
1.24$ 0.94 4.40%
7Y -0.26 10/2016
09/2023
0.98$ 0.49 1.03$ 1.88 1.13$ 2.79 1.21$ 3.47 09/2013
08/2020
1.26$ 0.65 5.06%
8Y 0.16 11/2015
10/2023
1.01$ 0.61 1.05$ 2.16 1.18$ 2.63 1.23$ 2.98 04/2012
03/2020
1.26$ 0.40 0.00%
9Y 0.45 11/2014
10/2023
1.04$ 0.82 1.07$ 2.01 1.19$ 2.80 1.28$ 3.65 04/2011
03/2020
1.38$ 0.75 0.00%
10Y 0.51 11/2012
10/2022
1.05$ 0.66 1.06$ 1.22 1.12$ 3.00 1.34$ 3.31 01/2011
12/2020
1.38$ 1.04 0.00%
11Y 0.47 11/2012
10/2023
1.05$ 0.69 1.07$ 1.06 1.12$ 2.53 1.31$ 2.75 01/2011
12/2021
1.34$ 0.84 0.00%
12Y 0.75 11/2011
10/2023
1.09$ 0.96 1.12$ 1.22 1.15$ 1.55 1.20$ 1.80 04/2011
03/2023
1.23$ 0.98 0.00%
13Y 1.05 11/2010
10/2023
1.14$ 1.05 1.14$ 1.36 1.19$ 1.74 1.25$ 1.76 01/2011
12/2023
1.25$ 1.65 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -18.80 10/2021
09/2022
0.81$ -6.31 0.93$ -0.29 0.99$ 5.62 1.05$ 11.70 05/2019
04/2020
1.11$ 0.35 50.99%
2Y -13.46 11/2020
10/2022
0.74$ -8.72 0.83$ -0.25 0.99$ 3.24 1.06$ 7.43 05/2018
04/2020
1.15$ -7.16 51.80%
3Y -10.11 11/2020
10/2023
0.72$ -6.32 0.82$ 0.26 1.00$ 2.23 1.06$ 3.54 02/2018
01/2021
1.11$ -8.14 44.88%
4Y -6.44 11/2019
10/2023
0.76$ -3.60 0.86$ 0.38 1.01$ 1.45 1.05$ 2.45 04/2011
03/2015
1.10$ -6.24 40.00%
5Y -3.93 11/2017
10/2022
0.81$ -3.10 0.85$ 0.01 1.00$ 1.54 1.07$ 2.41 04/2011
03/2016
1.12$ -3.54 49.51%
6Y -3.78 11/2017
10/2023
0.79$ -2.97 0.83$ -0.04 0.99$ 1.20 1.07$ 2.27 05/2014
04/2020
1.14$ -2.63 50.55%
7Y -3.65 10/2016
09/2023
0.77$ -2.81 0.81$ 0.20 1.01$ 1.10 1.07$ 1.93 09/2013
08/2020
1.14$ -2.71 45.57%
8Y -3.01 11/2015
10/2023
0.78$ -2.35 0.82$ 0.34 1.02$ 1.01 1.08$ 1.44 04/2012
03/2020
1.12$ -2.88 43.28%
9Y -2.40 11/2014
10/2023
0.80$ -1.94 0.83$ -0.11 0.99$ 1.17 1.10$ 1.98 04/2011
03/2020
1.19$ -2.27 50.91%
10Y -2.10 11/2013
10/2023
0.80$ -1.89 0.82$ -1.31 0.87$ 1.25 1.13$ 1.54 01/2011
12/2020
1.16$ -1.69 62.79%
11Y -2.08 11/2012
10/2023
0.79$ -1.90 0.80$ -1.52 0.84$ 0.28 1.03$ 0.58 09/2010
08/2021
1.06$ -1.73 77.42%
12Y -1.78 11/2011
10/2023
0.80$ -1.57 0.82$ -1.31 0.85$ -0.99 0.88$ -0.73 04/2011
03/2023
0.91$ -1.55 100.00%
13Y -1.56 11/2010
10/2023
0.81$ -1.56 0.81$ -1.25 0.84$ -0.86 0.89$ -0.84 01/2011
12/2023
0.89$ -0.93 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.56% +12.09%
May 2019 - Apr 2020
-12.14%
Oct 2021 - Sep 2022
40.40%
61 out of 151
US Inflation Adjusted -0.29% +11.70%
May 2019 - Apr 2020
-18.80%
Oct 2021 - Sep 2022
50.99%
77 out of 151
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 +1.56% +8.90%
Aug 2018 - Jul 2020
-7.42%
Nov 2020 - Oct 2022
27.34%
38 out of 139
US Inflation Adjusted -0.25% +7.43%
May 2018 - Apr 2020
-13.46%
Nov 2020 - Oct 2022
51.80%
72 out of 139
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 +1.90% +5.41%
Feb 2018 - Jan 2021
-4.97%
Nov 2020 - Oct 2023
17.32%
22 out of 127
US Inflation Adjusted +0.26% +3.54%
Feb 2018 - Jan 2021
-10.11%
Nov 2020 - Oct 2023
44.88%
57 out of 127
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 +1.96% +4.20%
Jan 2017 - Dec 2020
-2.16%
Nov 2019 - Oct 2023
10.43%
12 out of 115
US Inflation Adjusted +0.38% +2.45%
Apr 2011 - Mar 2015
-6.44%
Nov 2019 - Oct 2023
40.00%
46 out of 115
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 +1.99% +3.76%
Jul 2015 - Jun 2020
-0.23%
Nov 2017 - Oct 2022
1.94%
2 out of 103
US Inflation Adjusted +0.01% +2.41%
Apr 2011 - Mar 2016
-3.93%
Nov 2017 - Oct 2022
49.51%
51 out of 103
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 +1.84% +3.71%
Apr 2014 - Mar 2020
-0.34%
Oct 2016 - Sep 2022
4.40%
4 out of 91
US Inflation Adjusted -0.04% +2.27%
May 2014 - Apr 2020
-3.78%
Nov 2017 - Oct 2023
50.55%
46 out of 91
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 +1.88% +3.47%
Sep 2013 - Aug 2020
-0.26%
Oct 2016 - Sep 2023
5.06%
4 out of 79
US Inflation Adjusted +0.20% +1.93%
Sep 2013 - Aug 2020
-3.65%
Oct 2016 - Sep 2023
45.57%
36 out of 79
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 +2.16% +2.98%
Apr 2012 - Mar 2020
+0.16%
Nov 2015 - Oct 2023
0.00%
0 out of 67
US Inflation Adjusted +0.34% +1.44%
Apr 2012 - Mar 2020
-3.01%
Nov 2015 - Oct 2023
43.28%
29 out of 67
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 +2.01% +3.65%
Apr 2011 - Mar 2020
+0.45%
Nov 2014 - Oct 2023
0.00%
0 out of 55
US Inflation Adjusted -0.11% +1.98%
Apr 2011 - Mar 2020
-2.40%
Nov 2014 - Oct 2023
50.91%
28 out of 55
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 +1.22% +3.31%
Jan 2011 - Dec 2020
+0.51%
Nov 2012 - Oct 2022
0.00%
0 out of 43
US Inflation Adjusted -1.31% +1.54%
Jan 2011 - Dec 2020
-2.10%
Nov 2013 - Oct 2023
62.79%
27 out of 43
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 +1.06% +2.75%
Jan 2011 - Dec 2021
+0.47%
Nov 2012 - Oct 2023
0.00%
0 out of 31
US Inflation Adjusted -1.52% +0.58%
Sep 2010 - Aug 2021
-2.08%
Nov 2012 - Oct 2023
77.42%
24 out of 31
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 +1.22% +1.80%
Apr 2011 - Mar 2023
+0.75%
Nov 2011 - Oct 2023
0.00%
0 out of 19
US Inflation Adjusted -1.31% -0.73%
Apr 2011 - Mar 2023
-1.78%
Nov 2011 - Oct 2023
100.00%
19 out of 19
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 +1.36% +1.76%
Jan 2011 - Dec 2023
+1.05%
Nov 2010 - Oct 2023
0.00%
0 out of 7
US Inflation Adjusted -1.25% -0.84%
Jan 2011 - Dec 2023
-1.56%
Nov 2010 - Oct 2023
100.00%
7 out of 7
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.