Schwab U.S. Large-Cap Growth ETF (SCHG): Rolling Returns

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

SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 February 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 +18.40% +63.86%
Apr 2020 - Mar 2021
-31.80%
Jan 2022 - Dec 2022
13.13%
21 out of 160
US Inflation Adjusted +16.13% +59.68%
Apr 2020 - Mar 2021
-35.91%
Jan 2022 - Dec 2022
16.88%
27 out of 160
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 +14.79% +37.76%
Apr 2020 - Mar 2022
-6.52%
Jan 2021 - Dec 2022
6.76%
10 out of 148
US Inflation Adjusted +12.53% +35.13%
Jan 2019 - Dec 2020
-12.47%
Jan 2021 - Dec 2022
11.49%
17 out of 148
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 +15.22% +34.34%
Jan 2019 - Dec 2021
+6.73%
Jan 2020 - Dec 2022
0.00%
0 out of 136
US Inflation Adjusted +12.92% +29.71%
Jan 2019 - Dec 2021
+1.71%
Jan 2020 - Dec 2022
0.00%
0 out of 136
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 +15.20% +25.44%
Sep 2017 - Aug 2021
+8.64%
Jan 2015 - Dec 2018
0.00%
0 out of 124
US Inflation Adjusted +12.91% +22.14%
Sep 2017 - Aug 2021
+4.51%
Oct 2018 - Sep 2022
0.00%
0 out of 124
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 +15.27% +25.56%
Nov 2016 - Oct 2021
+9.32%
Apr 2015 - Mar 2020
0.00%
0 out of 112
US Inflation Adjusted +13.01% +22.24%
Nov 2016 - Oct 2021
+6.23%
Jan 2018 - Dec 2022
0.00%
0 out of 112
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 +15.26% +21.84%
Jan 2016 - Dec 2021
+10.78%
Apr 2014 - Mar 2020
0.00%
0 out of 100
US Inflation Adjusted +12.81% +18.62%
Sep 2015 - Aug 2021
+9.14%
Apr 2014 - Mar 2020
0.00%
0 out of 100
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 +15.54% +19.14%
Nov 2014 - Oct 2021
+12.15%
Jan 2016 - Dec 2022
0.00%
0 out of 88
US Inflation Adjusted +13.24% +16.87%
Oct 2011 - Sep 2018
+8.54%
Jan 2016 - Dec 2022
0.00%
0 out of 88
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 +15.49% +19.98%
Sep 2013 - Aug 2021
+10.99%
Jan 2015 - Dec 2022
0.00%
0 out of 76
US Inflation Adjusted +13.52% +17.66%
Sep 2013 - Aug 2021
+7.78%
Jan 2015 - Dec 2022
0.00%
0 out of 76
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 +15.01% +20.26%
Nov 2012 - Oct 2021
+11.52%
Jan 2014 - Dec 2022
0.00%
0 out of 64
US Inflation Adjusted +12.51% +17.92%
Nov 2012 - Oct 2021
+8.57%
Jan 2014 - Dec 2022
0.00%
0 out of 64
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 +15.70% +19.89%
Oct 2011 - Sep 2021
+12.53%
Apr 2010 - Mar 2020
0.00%
0 out of 52
US Inflation Adjusted +12.87% +17.63%
Oct 2011 - Sep 2021
+10.61%
Apr 2010 - Mar 2020
0.00%
0 out of 52
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 +16.10% +19.76%
Sep 2010 - Aug 2021
+13.51%
Mar 2012 - Feb 2023
0.00%
0 out of 40
US Inflation Adjusted +13.11% +17.34%
Sep 2010 - Aug 2021
+10.68%
Mar 2012 - Feb 2023
0.00%
0 out of 40
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 +15.37% +17.28%
Feb 2010 - Jan 2022
+12.59%
Jan 2011 - Dec 2022
0.00%
0 out of 28
US Inflation Adjusted +12.51% +14.75%
Feb 2010 - Jan 2022
+9.77%
Jan 2011 - Dec 2022
0.00%
0 out of 28
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 +15.11% +16.40%
Sep 2010 - Aug 2023
+13.68%
Mar 2010 - Feb 2023
0.00%
0 out of 16
US Inflation Adjusted +12.16% +13.40%
Sep 2010 - Aug 2023
+10.85%
Mar 2010 - Feb 2023
0.00%
0 out of 16
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.74% +16.05%
Mar 2010 - Feb 2024
+15.29%
May 2010 - Apr 2024
0.00%
0 out of 4
US Inflation Adjusted +12.78% +13.11%
Mar 2010 - Feb 2024
+12.35%
May 2010 - Apr 2024
0.00%
0 out of 4
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Schwab U.S. Large-Cap Growth ETF (SCHG) ETF: Historical Returns page.