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.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 1 Year (12 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 6 Years (72 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 7 Years (84 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 8 Years (96 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 9 Years (108 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 10 Years (120 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 11 Years (132 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 12 Years (144 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 13 Years (156 months)
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 |
Loading data
Please wait
Loading data
Please wait
To obtain comprehensive information, please consult the Schwab Short-Term U.S. Treasury ETF (SCHO) ETF: Historical Returns page.