Schwab International Small-Cap Equity ETF (SCHC): Rolling Returns

Data Source: from February 2010 to June 2024 (~14 years)
Consolidated Returns as of 30 June 2024

Holding the Schwab International Small-Cap Equity ETF (SCHC) 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 107 months (from May 2011 to March 2020).

This means that every rolling period of 108 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab International Small-Cap Equity ETF (SCHC) 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 INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 February 2010 - 30 June 2024 (~14 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.83% +64.26%
Apr 2020 - Mar 2021
-31.48%
Oct 2021 - Sep 2022
39.51%
64 out of 162
US Inflation Adjusted +3.42% +60.06%
Apr 2020 - Mar 2021
-36.67%
Oct 2021 - Sep 2022
43.83%
71 out of 162
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.17% +27.69%
Apr 2020 - Mar 2022
-15.89%
Apr 2018 - Mar 2020
35.33%
53 out of 150
US Inflation Adjusted +1.73% +21.73%
Jun 2012 - May 2014
-18.05%
Nov 2021 - Oct 2023
43.33%
65 out of 150
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.08% +15.06%
Jan 2019 - Dec 2021
-5.37%
Apr 2017 - Mar 2020
13.77%
19 out of 138
US Inflation Adjusted +3.76% +13.12%
Jun 2012 - May 2015
-8.10%
May 2021 - Apr 2024
23.91%
33 out of 138
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.11% +15.00%
Jul 2010 - Jun 2014
-3.61%
Oct 2018 - Sep 2022
3.17%
4 out of 126
US Inflation Adjusted +3.26% +12.49%
Jul 2010 - Jun 2014
-7.42%
Oct 2018 - Sep 2022
17.46%
22 out of 126
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.96% +10.63%
Jun 2010 - May 2015
-2.45%
Oct 2017 - Sep 2022
4.39%
5 out of 114
US Inflation Adjusted +2.71% +8.89%
Aug 2012 - Jul 2017
-5.99%
Oct 2017 - Sep 2022
26.32%
30 out of 114
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.53% +10.87%
Jun 2012 - May 2018
-2.44%
Apr 2014 - Mar 2020
2.94%
3 out of 102
US Inflation Adjusted +2.56% +9.18%
Jun 2012 - May 2018
-3.89%
Apr 2014 - Mar 2020
22.55%
23 out of 102
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.46% +9.10%
Jul 2010 - Jun 2017
+0.57%
Apr 2013 - Mar 2020
0.00%
0 out of 90
US Inflation Adjusted +3.55% +7.37%
Oct 2011 - Sep 2018
-1.06%
Oct 2015 - Sep 2022
7.78%
7 out of 90
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.01% +9.40%
Jun 2010 - May 2018
+0.99%
Oct 2014 - Sep 2022
0.00%
0 out of 78
US Inflation Adjusted +2.27% +7.54%
Feb 2010 - Jan 2018
-1.77%
Oct 2014 - Sep 2022
8.97%
7 out of 78
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.76% +9.72%
Jun 2012 - May 2021
+0.36%
Apr 2011 - Mar 2020
0.00%
0 out of 66
US Inflation Adjusted +2.44% +7.78%
Jun 2012 - May 2021
-1.27%
Oct 2013 - Sep 2022
18.18%
12 out of 66
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.01% +8.71%
Oct 2011 - Sep 2021
+2.12%
Nov 2013 - Oct 2023
0.00%
0 out of 54
US Inflation Adjusted +2.66% +6.67%
Oct 2011 - Sep 2021
-0.64%
Nov 2013 - Oct 2023
1.85%
1 out of 54
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.13% +8.86%
Jun 2010 - May 2021
+2.98%
Jul 2011 - Jun 2022
0.00%
0 out of 42
US Inflation Adjusted +2.52% +6.79%
Jun 2010 - May 2021
+0.46%
Jul 2011 - Jun 2022
0.00%
0 out of 42
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.10% +7.07%
Feb 2010 - Jan 2022
+3.02%
Jun 2011 - May 2023
0.00%
0 out of 30
US Inflation Adjusted +2.40% +4.76%
Feb 2010 - Jan 2022
+0.48%
Jun 2011 - May 2023
0.00%
0 out of 30
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.21% +6.08%
Jul 2010 - Jun 2023
+3.32%
May 2011 - Apr 2024
0.00%
0 out of 18
US Inflation Adjusted +1.51% +3.37%
Jul 2010 - Jun 2023
+0.69%
May 2011 - Apr 2024
0.00%
0 out of 18
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.45% +6.39%
Jun 2010 - May 2024
+5.00%
May 2010 - Apr 2024
0.00%
0 out of 6
US Inflation Adjusted +2.82% +3.65%
Jun 2010 - May 2024
+2.30%
May 2010 - Apr 2024
0.00%
0 out of 6
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the Schwab International Small-Cap Equity ETF (SCHC) ETF: Historical Returns page.