Schwab Short-Term U.S. Treasury ETF (SCHO): Rolling Returns

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

Holding the Schwab Short-Term U.S. Treasury ETF (SCHO) 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 49 months (from April 2020 to April 2024).

This means that every rolling period of 50 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab Short-Term U.S. Treasury ETF (SCHO) 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 SHORT-TERM U.S. TREASURY ETF (SCHO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 September 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 +0.56% +5.37%
Apr 2019 - Mar 2020
-5.07%
Oct 2021 - Sep 2022
19.35%
30 out of 155
US Inflation Adjusted -1.19% +4.93%
May 2019 - Apr 2020
-12.27%
Oct 2021 - Sep 2022
71.61%
111 out of 155
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 +0.60% +4.15%
May 2018 - Apr 2020
-2.61%
Nov 2020 - Oct 2022
17.48%
25 out of 143
US Inflation Adjusted -1.13% +2.97%
Jun 2018 - May 2020
-8.97%
Nov 2020 - Oct 2022
79.72%
114 out of 143
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 +0.58% +2.83%
Feb 2018 - Jan 2021
-1.20%
Jul 2020 - Jun 2023
16.79%
22 out of 131
US Inflation Adjusted -0.96% +1.01%
May 2017 - Apr 2020
-6.58%
Jul 2020 - Jun 2023
85.50%
112 out of 131
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 +0.63% +2.11%
Jan 2017 - Dec 2020
-0.12%
May 2020 - Apr 2024
0.84%
1 out of 119
US Inflation Adjusted -0.78% +0.41%
Jun 2016 - May 2020
-5.02%
May 2020 - Apr 2024
90.76%
108 out of 119
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 +0.89% +1.84%
Jan 2016 - Dec 2020
+0.37%
May 2013 - Apr 2018
0.00%
0 out of 107
US Inflation Adjusted -0.86% +0.24%
Jun 2015 - May 2020
-3.23%
Nov 2017 - Oct 2022
95.33%
102 out of 107
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 +0.80% +1.65%
Aug 2014 - Jul 2020
+0.38%
May 2012 - Apr 2018
0.00%
0 out of 95
US Inflation Adjusted -0.98% +0.32%
Jun 2014 - May 2020
-3.00%
Nov 2016 - Oct 2022
91.58%
87 out of 95
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 +0.86% +1.49%
Sep 2013 - Aug 2020
+0.42%
Oct 2011 - Sep 2018
0.00%
0 out of 83
US Inflation Adjusted -1.09% +0.05%
Jun 2013 - May 2020
-2.85%
Mar 2016 - Feb 2023
97.59%
81 out of 83
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 +0.93% +1.33%
Jul 2012 - Jun 2020
+0.50%
Nov 2010 - Oct 2018
0.00%
0 out of 71
US Inflation Adjusted -1.00% -0.09%
May 2012 - Apr 2020
-2.50%
Mar 2015 - Feb 2023
100.00%
71 out of 71
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 +0.99% +1.33%
Apr 2011 - Mar 2020
+0.53%
Nov 2013 - Oct 2022
0.00%
0 out of 59
US Inflation Adjusted -1.19% -0.20%
Jun 2011 - May 2020
-2.18%
May 2015 - Apr 2024
100.00%
59 out of 59
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 +0.93% +1.22%
Apr 2011 - Mar 2021
+0.51%
Nov 2012 - Oct 2022
0.00%
0 out of 47
US Inflation Adjusted -1.75% -0.50%
Apr 2011 - Mar 2021
-2.01%
Oct 2013 - Sep 2023
100.00%
47 out of 47
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 +0.73% +1.10%
Sep 2010 - Aug 2021
+0.50%
Oct 2011 - Sep 2022
0.00%
0 out of 35
US Inflation Adjusted -1.78% -0.94%
Sep 2010 - Aug 2021
-1.96%
Mar 2012 - Feb 2023
100.00%
35 out of 35
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 +0.68% +0.95%
Jul 2012 - Jun 2024
+0.53%
Nov 2010 - Oct 2022
0.00%
0 out of 23
US Inflation Adjusted -1.84% -1.67%
Jul 2012 - Jun 2024
-2.01%
Nov 2010 - Oct 2022
100.00%
23 out of 23
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 +0.88% +0.92%
Jul 2011 - Jun 2024
+0.68%
Oct 2010 - Sep 2023
0.00%
0 out of 11
US Inflation Adjusted -1.70% -1.61%
Jul 2011 - Jun 2024
-1.93%
Oct 2010 - Sep 2023
100.00%
11 out of 11
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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To obtain comprehensive information, please consult the Schwab Short-Term U.S. Treasury ETF (SCHO) ETF: Historical Returns page.