Consolidated Returns as of 30 April 2024
Holding the Schwab International Equity ETF (SCHF) 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 77 months (from November 2013 to March 2020).
This means that every rolling period of 78 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Schwab International Equity ETF (SCHF) 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 | +7.23% |
+48.88%
Apr 2020 - Mar 2021 |
-24.96%
Oct 2021 - Sep 2022 |
39.13%
63 out of 161 |
US Inflation Adjusted | +3.95% |
+45.08%
Apr 2020 - Mar 2021 |
-30.65%
Oct 2021 - Sep 2022 |
42.24%
68 out of 161 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.82% |
+22.61%
Jun 2012 - May 2014 |
-9.82%
Apr 2018 - Mar 2020 |
25.50%
38 out of 149 |
US Inflation Adjusted | +1.30% |
+20.47%
Jun 2012 - May 2014 |
-11.33%
Apr 2018 - Mar 2020 |
44.30%
66 out of 149 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.87% |
+14.25%
Jun 2012 - May 2015 |
-2.06%
Apr 2017 - Mar 2020 |
8.03%
11 out of 137 |
US Inflation Adjusted | +3.66% |
+12.90%
Jun 2012 - May 2015 |
-5.96%
Oct 2019 - Sep 2022 |
24.09%
33 out of 137 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.27% |
+14.02%
Apr 2020 - Mar 2024 |
-1.33%
Oct 2018 - Sep 2022 |
0.80%
1 out of 125 |
US Inflation Adjusted | +2.96% |
+10.61%
Jul 2010 - Jun 2014 |
-5.23%
Oct 2018 - Sep 2022 |
8.00%
10 out of 125 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.12% |
+10.83%
Jul 2016 - Jun 2021 |
-0.57%
Oct 2017 - Sep 2022 |
3.54%
4 out of 113 |
US Inflation Adjusted | +3.13% |
+8.23%
Mar 2016 - Feb 2021 |
-4.17%
Oct 2017 - Sep 2022 |
19.47%
22 out of 113 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.80% |
+9.43%
Jun 2012 - May 2018 |
-0.65%
Apr 2014 - Mar 2020 |
0.99%
1 out of 101 |
US Inflation Adjusted | +2.48% |
+7.76%
Jun 2012 - May 2018 |
-2.12%
Apr 2014 - Mar 2020 |
8.91%
9 out of 101 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.56% |
+8.27%
Oct 2011 - Sep 2018 |
+1.53%
Apr 2013 - Mar 2020 |
0.00%
0 out of 89 |
US Inflation Adjusted | +3.35% |
+6.63%
Oct 2011 - Sep 2018 |
-0.16%
Nov 2015 - Oct 2022 |
2.25%
2 out of 89 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.56% |
+8.06%
Mar 2016 - Feb 2024 |
+1.56%
Oct 2014 - Sep 2022 |
0.00%
0 out of 77 |
US Inflation Adjusted | +3.21% |
+5.77%
Jul 2010 - Jun 2018 |
-1.21%
Oct 2014 - Sep 2022 |
5.19%
4 out of 77 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.95% |
+9.29%
Jun 2012 - May 2021 |
+1.48%
Apr 2011 - Mar 2020 |
0.00%
0 out of 65 |
US Inflation Adjusted | +2.55% |
+7.36%
Jun 2012 - May 2021 |
-0.79%
Oct 2013 - Sep 2022 |
4.62%
3 out of 65 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.09% |
+8.22%
Oct 2011 - Sep 2021 |
+2.49%
Apr 2010 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +2.94% |
+6.19%
Oct 2011 - Sep 2021 |
+0.47%
Nov 2013 - Oct 2023 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.68% |
+8.14%
Jul 2010 - Jun 2021 |
+3.48%
Jul 2011 - Jun 2022 |
0.00%
0 out of 41 |
US Inflation Adjusted | +3.08% |
+5.99%
Jul 2010 - Jun 2021 |
+0.95%
Jul 2011 - Jun 2022 |
0.00%
0 out of 41 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.21% |
+6.68%
Jan 2012 - Dec 2023 |
+3.31%
Oct 2010 - Sep 2022 |
0.00%
0 out of 29 |
US Inflation Adjusted | +2.70% |
+4.12%
Feb 2010 - Jan 2022 |
+0.71%
Oct 2010 - Sep 2022 |
0.00%
0 out of 29 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.18% |
+6.52%
Jul 2010 - Jun 2023 |
+4.27%
Nov 2010 - Oct 2023 |
0.00%
0 out of 17 |
US Inflation Adjusted | +2.49% |
+3.80%
Jul 2010 - Jun 2023 |
+1.58%
Nov 2010 - Oct 2023 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.66% |
+5.87%
Mar 2010 - Feb 2024 |
+5.36%
Jan 2010 - Dec 2023 |
0.00%
0 out of 5 |
US Inflation Adjusted | +2.96% |
+3.19%
Mar 2010 - Feb 2024 |
+2.75%
Jan 2010 - Dec 2023 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the Schwab International Equity ETF (SCHF) ETF: Historical Returns page.