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

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

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 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 +0.55% +5.37%
Apr 2019 - Mar 2020 		-5.07%
Oct 2021 - Sep 2022 		19.61%
30 out of 153
US Inflation Adjusted -1.25% +4.93%
May 2019 - Apr 2020 		-12.27%
Oct 2021 - Sep 2022 		72.55%
111 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 +0.59% +4.15%
May 2018 - Apr 2020 		-2.61%
Nov 2020 - Oct 2022 		17.73%
25 out of 141
US Inflation Adjusted -1.13% +2.97%
Jun 2018 - May 2020 		-8.97%
Nov 2020 - Oct 2022 		79.43%
112 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 +0.59% +2.83%
Feb 2018 - Jan 2021 		-1.20%
Jul 2020 - Jun 2023 		16.28%
21 out of 129
US Inflation Adjusted -0.92% +1.01%
May 2017 - Apr 2020 		-6.58%
Jul 2020 - Jun 2023 		85.27%
110 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 +0.64% +2.11%
Jan 2017 - Dec 2020 		-0.12%
May 2020 - Apr 2024 		0.85%
1 out of 117
US Inflation Adjusted -0.78% +0.41%
Jun 2016 - May 2020 		-4.95%
May 2020 - Apr 2024 		90.60%
106 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 +0.87% +1.84%
Jan 2016 - Dec 2020 		+0.37%
May 2013 - Apr 2018 		0.00%
0 out of 105
US Inflation Adjusted -0.86% +0.24%
Jun 2015 - May 2020 		-3.23%
Nov 2017 - Oct 2022 		95.24%
100 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 +0.80% +1.65%
Aug 2014 - Jul 2020 		+0.38%
May 2012 - Apr 2018 		0.00%
0 out of 93
US Inflation Adjusted -0.97% +0.32%
Jun 2014 - May 2020 		-3.00%
Nov 2016 - Oct 2022 		91.40%
85 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 +0.85% +1.49%
Sep 2013 - Aug 2020 		+0.42%
Oct 2011 - Sep 2018 		0.00%
0 out of 81
US Inflation Adjusted -1.08% +0.05%
Jun 2013 - May 2020 		-2.85%
Mar 2016 - Feb 2023 		97.53%
79 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 +0.92% +1.33%
Jul 2012 - Jun 2020 		+0.50%
Nov 2010 - Oct 2018 		0.00%
0 out of 69
US Inflation Adjusted -0.98% -0.09%
May 2012 - Apr 2020 		-2.50%
Mar 2015 - Feb 2023 		100.00%
69 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 +0.98% +1.33%
Apr 2011 - Mar 2020 		+0.53%
Nov 2013 - Oct 2022 		0.00%
0 out of 57
US Inflation Adjusted -1.06% -0.20%
Jun 2011 - May 2020 		-2.15%
Mar 2014 - Feb 2023 		100.00%
57 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 +0.92% +1.22%
Apr 2011 - Mar 2021 		+0.51%
Nov 2012 - Oct 2022 		0.00%
0 out of 45
US Inflation Adjusted -1.75% -0.50%
Apr 2011 - Mar 2021 		-2.01%
Oct 2013 - Sep 2023 		100.00%
45 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 +0.72% +1.10%
Sep 2010 - Aug 2021 		+0.50%
Oct 2011 - Sep 2022 		0.00%
0 out of 33
US Inflation Adjusted -1.80% -0.94%
Sep 2010 - Aug 2021 		-1.96%
Mar 2012 - Feb 2023 		100.00%
33 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 +0.66% +0.88%
Apr 2012 - Mar 2024 		+0.53%
Nov 2010 - Oct 2022 		0.00%
0 out of 21
US Inflation Adjusted -1.85% -1.67%
Feb 2012 - Jan 2024 		-2.01%
Nov 2010 - Oct 2022 		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 +0.85% +0.92%
Apr 2011 - Mar 2024 		+0.68%
Oct 2010 - Sep 2023 		0.00%
0 out of 9
US Inflation Adjusted -1.70% -1.66%
Apr 2011 - Mar 2024 		-1.93%
Oct 2010 - Sep 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 Short-Term U.S. Treasury ETF (SCHO) ETF: Historical Returns page.