Consolidated Returns as of 30 June 2024
Holding the Schwab U.S. Large-Cap Growth ETF (SCHG) 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 28 months (from September 2020 to December 2022).
This means that every rolling period of 29 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Schwab U.S. Large-Cap Growth ETF (SCHG) 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.67% |
+63.86%
Apr 2020 - Mar 2021 |
-31.80%
Jan 2022 - Dec 2022 |
12.96%
21 out of 162 |
US Inflation Adjusted | +16.55% |
+59.68%
Apr 2020 - Mar 2021 |
-35.91%
Jan 2022 - Dec 2022 |
16.67%
27 out of 162 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.80% |
+37.76%
Apr 2020 - Mar 2022 |
-6.52%
Jan 2021 - Dec 2022 |
6.67%
10 out of 150 |
US Inflation Adjusted | +12.67% |
+35.13%
Jan 2019 - Dec 2020 |
-12.47%
Jan 2021 - Dec 2022 |
11.33%
17 out of 150 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.10% |
+34.34%
Jan 2019 - Dec 2021 |
+6.73%
Jan 2020 - Dec 2022 |
0.00%
0 out of 138 |
US Inflation Adjusted | +12.60% |
+29.71%
Jan 2019 - Dec 2021 |
+1.71%
Jan 2020 - Dec 2022 |
0.00%
0 out of 138 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.22% |
+25.44%
Sep 2017 - Aug 2021 |
+8.64%
Jan 2015 - Dec 2018 |
0.00%
0 out of 126 |
US Inflation Adjusted | +12.91% |
+22.14%
Sep 2017 - Aug 2021 |
+4.51%
Oct 2018 - Sep 2022 |
0.00%
0 out of 126 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.29% |
+25.56%
Nov 2016 - Oct 2021 |
+9.32%
Apr 2015 - Mar 2020 |
0.00%
0 out of 114 |
US Inflation Adjusted | +13.11% |
+22.24%
Nov 2016 - Oct 2021 |
+6.23%
Jan 2018 - Dec 2022 |
0.00%
0 out of 114 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.29% |
+21.84%
Jan 2016 - Dec 2021 |
+10.78%
Apr 2014 - Mar 2020 |
0.00%
0 out of 102 |
US Inflation Adjusted | +12.81% |
+18.62%
Sep 2015 - Aug 2021 |
+9.14%
Apr 2014 - Mar 2020 |
0.00%
0 out of 102 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.67% |
+19.14%
Nov 2014 - Oct 2021 |
+12.15%
Jan 2016 - Dec 2022 |
0.00%
0 out of 90 |
US Inflation Adjusted | +13.24% |
+16.87%
Oct 2011 - Sep 2018 |
+8.54%
Jan 2016 - Dec 2022 |
0.00%
0 out of 90 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.78% |
+19.98%
Sep 2013 - Aug 2021 |
+10.99%
Jan 2015 - Dec 2022 |
0.00%
0 out of 78 |
US Inflation Adjusted | +13.56% |
+17.66%
Sep 2013 - Aug 2021 |
+7.78%
Jan 2015 - Dec 2022 |
0.00%
0 out of 78 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.04% |
+20.26%
Nov 2012 - Oct 2021 |
+11.52%
Jan 2014 - Dec 2022 |
0.00%
0 out of 66 |
US Inflation Adjusted | +12.51% |
+17.92%
Nov 2012 - Oct 2021 |
+8.57%
Jan 2014 - Dec 2022 |
0.00%
0 out of 66 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.73% |
+19.89%
Oct 2011 - Sep 2021 |
+12.53%
Apr 2010 - Mar 2020 |
0.00%
0 out of 54 |
US Inflation Adjusted | +12.87% |
+17.63%
Oct 2011 - Sep 2021 |
+10.61%
Apr 2010 - Mar 2020 |
0.00%
0 out of 54 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.15% |
+19.76%
Sep 2010 - Aug 2021 |
+13.51%
Mar 2012 - Feb 2023 |
0.00%
0 out of 42 |
US Inflation Adjusted | +13.24% |
+17.34%
Sep 2010 - Aug 2021 |
+10.68%
Mar 2012 - Feb 2023 |
0.00%
0 out of 42 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.44% |
+17.48%
Jul 2012 - Jun 2024 |
+12.59%
Jan 2011 - Dec 2022 |
0.00%
0 out of 30 |
US Inflation Adjusted | +12.65% |
+14.75%
Feb 2010 - Jan 2022 |
+9.77%
Jan 2011 - Dec 2022 |
0.00%
0 out of 30 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.12% |
+16.40%
Sep 2010 - Aug 2023 |
+13.68%
Mar 2010 - Feb 2023 |
0.00%
0 out of 18 |
US Inflation Adjusted | +12.18% |
+13.42%
Jul 2011 - Jun 2024 |
+10.85%
Mar 2010 - Feb 2023 |
0.00%
0 out of 18 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.81% |
+17.54%
Jul 2010 - Jun 2024 |
+15.29%
May 2010 - Apr 2024 |
0.00%
0 out of 6 |
US Inflation Adjusted | +12.93% |
+14.51%
Jul 2010 - Jun 2024 |
+12.32%
May 2010 - Apr 2024 |
0.00%
0 out of 6 |
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To obtain comprehensive information, please consult the Schwab U.S. Large-Cap Growth ETF (SCHG) ETF: Historical Returns page.