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

Data Source: from February 2010 to January 2024 (~14 years)
Consolidated Returns as of 31 January 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 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 February 2010 - 31 January 2024 (~14 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.80 01/2022
12/2022
0.68$ -1.50 0.98$ 17.50 1.17$ 31.97 1.31$ 63.86 04/2020
03/2021
1.63$ 40.12 17.43%
2Y -6.52 01/2021
12/2022
0.87$ 1.96 1.03$ 14.06 1.30$ 27.35 1.62$ 37.76 04/2020
03/2022
1.89$ 7.41 10.31%
3Y 6.73 01/2020
12/2022
1.21$ 10.66 1.35$ 15.22 1.52$ 22.95 1.85$ 34.34 01/2019
12/2021
2.42$ 10.68 0.00%
4Y 8.64 01/2015
12/2018
1.39$ 12.20 1.58$ 15.35 1.77$ 22.68 2.26$ 25.44 09/2017
08/2021
2.47$ 16.18 0.00%
5Y 9.32 04/2015
03/2020
1.56$ 12.11 1.77$ 14.59 1.97$ 22.22 2.72$ 25.56 11/2016
10/2021
3.12$ 18.50 0.00%
6Y 10.78 04/2014
03/2020
1.84$ 14.00 2.19$ 16.14 2.45$ 20.15 3.00$ 21.84 01/2016
12/2021
3.27$ 15.26 0.00%
7Y 12.15 01/2016
12/2022
2.23$ 13.72 2.45$ 16.78 2.96$ 18.19 3.22$ 19.14 11/2014
10/2021
3.40$ 17.58 0.00%
8Y 10.99 01/2015
12/2022
2.30$ 12.00 2.47$ 14.02 2.85$ 16.23 3.33$ 17.76 02/2016
01/2024
3.69$ 17.76 0.00%
9Y 12.22 03/2014
02/2023
2.82$ 13.01 3.00$ 13.81 3.20$ 14.78 3.45$ 15.28 02/2015
01/2024
3.59$ 15.28 0.00%
10Y 15.46 02/2014
01/2024
4.21$ 15.46 4.21$ 15.46 4.21$ 15.46 4.21$ 15.46 02/2014
01/2024
4.21$ 15.46 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -35.91 01/2022
12/2022
0.64$ -2.89 0.97$ 16.05 1.16$ 28.81 1.28$ 59.68 04/2020
03/2021
1.59$ 35.90 22.02%
2Y -12.47 01/2021
12/2022
0.76$ -3.89 0.92$ 11.89 1.25$ 22.70 1.50$ 35.13 01/2019
12/2020
1.82$ 2.57 17.53%
3Y 1.71 01/2020
12/2022
1.05$ 6.91 1.22$ 12.38 1.41$ 19.43 1.70$ 29.71 01/2019
12/2021
2.18$ 4.74 0.00%
4Y 4.51 10/2018
09/2022
1.19$ 8.75 1.39$ 11.89 1.56$ 20.16 2.08$ 22.14 09/2017
08/2021
2.22$ 11.10 0.00%
5Y 6.23 01/2018
12/2022
1.35$ 9.29 1.55$ 11.71 1.73$ 19.72 2.45$ 22.24 11/2016
10/2021
2.72$ 13.77 0.00%
6Y 9.14 04/2014
03/2020
1.68$ 10.35 1.80$ 12.72 2.05$ 16.72 2.52$ 18.62 09/2015
08/2021
2.78$ 11.14 0.00%
7Y 8.54 01/2016
12/2022
1.77$ 10.41 2.00$ 12.97 2.34$ 15.96 2.81$ 16.63 08/2014
07/2021
2.93$ 13.62 0.00%
8Y 7.78 01/2015
12/2022
1.82$ 8.87 1.97$ 11.11 2.32$ 12.57 2.57$ 14.92 02/2014
01/2022
3.04$ 13.92 0.00%
9Y 9.18 03/2014
02/2023
2.20$ 9.98 2.35$ 10.72 2.50$ 11.42 2.64$ 11.78 02/2015
01/2024
2.72$ 11.78 0.00%
10Y 12.33 02/2014
01/2024
3.19$ 12.33 3.19$ 12.33 3.19$ 12.33 3.19$ 12.33 02/2014
01/2024
3.19$ 12.33 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.80 01/2022
12/2022
0.68$ 0.81 1.00$ 18.13 1.18$ 30.48 1.30$ 63.86 04/2020
03/2021
1.63$ 40.12 13.38%
2Y -6.52 01/2021
12/2022
0.87$ 5.19 1.10$ 14.80 1.31$ 24.44 1.54$ 37.76 04/2020
03/2022
1.89$ 7.41 6.90%
3Y 6.73 01/2020
12/2022
1.21$ 10.83 1.36$ 15.86 1.55$ 21.37 1.78$ 34.34 01/2019
12/2021
2.42$ 10.68 0.00%
4Y 8.64 01/2015
12/2018
1.39$ 12.74 1.61$ 15.10 1.75$ 21.13 2.15$ 25.44 09/2017
08/2021
2.47$ 16.18 0.00%
5Y 9.32 04/2015
03/2020
1.56$ 12.11 1.77$ 15.14 2.02$ 19.93 2.48$ 25.56 11/2016
10/2021
3.12$ 18.50 0.00%
6Y 10.78 04/2014
03/2020
1.84$ 13.18 2.10$ 15.19 2.33$ 17.42 2.62$ 21.84 01/2016
12/2021
3.27$ 15.26 0.00%
7Y 12.15 01/2016
12/2022
2.23$ 14.07 2.51$ 15.46 2.73$ 17.58 3.10$ 19.14 11/2014
10/2021
3.40$ 17.58 0.00%
8Y 10.99 01/2015
12/2022
2.30$ 12.88 2.63$ 15.45 3.15$ 18.43 3.86$ 19.98 09/2013
08/2021
4.29$ 17.76 0.00%
9Y 11.52 01/2014
12/2022
2.66$ 13.28 3.07$ 14.91 3.49$ 18.73 4.68$ 20.26 11/2012
10/2021
5.26$ 15.28 0.00%
10Y 12.53 04/2010
03/2020
3.25$ 14.12 3.74$ 15.73 4.30$ 17.92 5.19$ 19.89 10/2011
09/2021
6.13$ 15.46 0.00%
11Y 13.51 03/2012
02/2023
4.03$ 14.22 4.31$ 15.99 5.11$ 17.84 6.08$ 19.76 09/2010
08/2021
7.26$ 16.27 0.00%
12Y 12.59 01/2011
12/2022
4.14$ 13.43 4.53$ 15.21 5.46$ 16.24 6.08$ 17.28 02/2010
01/2022
6.76$ 16.10 0.00%
13Y 13.68 03/2010
02/2023
5.29$ 13.87 5.41$ 15.11 6.22$ 16.00 6.88$ 16.40 09/2010
08/2023
7.20$ 15.12 0.00%
14Y 15.81 02/2010
01/2024
7.81$ 15.81 7.81$ 15.81 7.81$ 15.81 7.81$ 15.81 02/2010
01/2024
7.81$ 15.81 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -35.91 01/2022
12/2022
0.64$ -1.14 0.98$ 16.05 1.16$ 27.95 1.27$ 59.68 04/2020
03/2021
1.59$ 35.90 17.20%
2Y -12.47 01/2021
12/2022
0.76$ 3.56 1.07$ 12.67 1.26$ 21.89 1.48$ 35.13 01/2019
12/2020
1.82$ 2.57 11.72%
3Y 1.71 01/2020
12/2022
1.05$ 8.21 1.26$ 13.09 1.44$ 19.15 1.69$ 29.71 01/2019
12/2021
2.18$ 4.74 0.00%
4Y 4.51 10/2018
09/2022
1.19$ 9.81 1.45$ 12.87 1.62$ 18.11 1.94$ 22.14 09/2017
08/2021
2.22$ 11.10 0.00%
5Y 6.23 01/2018
12/2022
1.35$ 9.67 1.58$ 13.01 1.84$ 16.95 2.18$ 22.24 11/2016
10/2021
2.72$ 13.77 0.00%
6Y 9.14 04/2014
03/2020
1.68$ 10.89 1.85$ 12.79 2.05$ 15.30 2.34$ 18.62 09/2015
08/2021
2.78$ 11.14 0.00%
7Y 8.54 01/2016
12/2022
1.77$ 11.23 2.10$ 13.24 2.38$ 15.32 2.71$ 16.87 10/2011
09/2018
2.97$ 13.62 0.00%
8Y 7.78 01/2015
12/2022
1.82$ 10.07 2.15$ 13.28 2.71$ 16.19 3.32$ 17.66 09/2013
08/2021
3.67$ 13.92 0.00%
9Y 8.57 01/2014
12/2022
2.09$ 10.23 2.40$ 12.60 2.90$ 16.51 3.95$ 17.92 11/2012
10/2021
4.40$ 11.78 0.00%
10Y 10.61 04/2010
03/2020
2.74$ 11.35 2.93$ 13.19 3.45$ 15.54 4.24$ 17.63 10/2011
09/2021
5.07$ 12.33 0.00%
11Y 10.68 03/2012
02/2023
3.05$ 11.38 3.27$ 13.11 3.87$ 15.58 4.91$ 17.34 09/2010
08/2021
5.80$ 13.25 0.00%
12Y 9.77 01/2011
12/2022
3.06$ 10.62 3.35$ 12.31 4.02$ 13.33 4.48$ 14.75 02/2010
01/2022
5.21$ 13.17 0.00%
13Y 10.85 03/2010
02/2023
3.81$ 11.00 3.88$ 12.16 4.44$ 13.03 4.91$ 13.40 09/2010
08/2023
5.12$ 12.18 0.00%
14Y 12.93 02/2010
01/2024
5.48$ 12.93 5.48$ 12.93 5.48$ 12.93 5.48$ 12.93 02/2010
01/2024
5.48$ 12.93 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +18.13% +63.86%
Apr 2020 - Mar 2021
-31.80%
Jan 2022 - Dec 2022
13.38%
21 out of 157
US Inflation Adjusted +16.05% +59.68%
Apr 2020 - Mar 2021
-35.91%
Jan 2022 - Dec 2022
17.20%
27 out of 157
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 +14.80% +37.76%
Apr 2020 - Mar 2022
-6.52%
Jan 2021 - Dec 2022
6.90%
10 out of 145
US Inflation Adjusted +12.67% +35.13%
Jan 2019 - Dec 2020
-12.47%
Jan 2021 - Dec 2022
11.72%
17 out of 145
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 +15.86% +34.34%
Jan 2019 - Dec 2021
+6.73%
Jan 2020 - Dec 2022
0.00%
0 out of 133
US Inflation Adjusted +13.09% +29.71%
Jan 2019 - Dec 2021
+1.71%
Jan 2020 - Dec 2022
0.00%
0 out of 133
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 +15.10% +25.44%
Sep 2017 - Aug 2021
+8.64%
Jan 2015 - Dec 2018
0.00%
0 out of 121
US Inflation Adjusted +12.87% +22.14%
Sep 2017 - Aug 2021
+4.51%
Oct 2018 - Sep 2022
0.00%
0 out of 121
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 +15.14% +25.56%
Nov 2016 - Oct 2021
+9.32%
Apr 2015 - Mar 2020
0.00%
0 out of 109
US Inflation Adjusted +13.01% +22.24%
Nov 2016 - Oct 2021
+6.23%
Jan 2018 - Dec 2022
0.00%
0 out of 109
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 +15.19% +21.84%
Jan 2016 - Dec 2021
+10.78%
Apr 2014 - Mar 2020
0.00%
0 out of 97
US Inflation Adjusted +12.79% +18.62%
Sep 2015 - Aug 2021
+9.14%
Apr 2014 - Mar 2020
0.00%
0 out of 97
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 +15.46% +19.14%
Nov 2014 - Oct 2021
+12.15%
Jan 2016 - Dec 2022
0.00%
0 out of 85
US Inflation Adjusted +13.24% +16.87%
Oct 2011 - Sep 2018
+8.54%
Jan 2016 - Dec 2022
0.00%
0 out of 85
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 +15.45% +19.98%
Sep 2013 - Aug 2021
+10.99%
Jan 2015 - Dec 2022
0.00%
0 out of 73
US Inflation Adjusted +13.28% +17.66%
Sep 2013 - Aug 2021
+7.78%
Jan 2015 - Dec 2022
0.00%
0 out of 73
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 +14.91% +20.26%
Nov 2012 - Oct 2021
+11.52%
Jan 2014 - Dec 2022
0.00%
0 out of 61
US Inflation Adjusted +12.60% +17.92%
Nov 2012 - Oct 2021
+8.57%
Jan 2014 - Dec 2022
0.00%
0 out of 61
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 +15.73% +19.89%
Oct 2011 - Sep 2021
+12.53%
Apr 2010 - Mar 2020
0.00%
0 out of 49
US Inflation Adjusted +13.19% +17.63%
Oct 2011 - Sep 2021
+10.61%
Apr 2010 - Mar 2020
0.00%
0 out of 49
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 +15.99% +19.76%
Sep 2010 - Aug 2021
+13.51%
Mar 2012 - Feb 2023
0.00%
0 out of 37
US Inflation Adjusted +13.11% +17.34%
Sep 2010 - Aug 2021
+10.68%
Mar 2012 - Feb 2023
0.00%
0 out of 37
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 +15.21% +17.28%
Feb 2010 - Jan 2022
+12.59%
Jan 2011 - Dec 2022
0.00%
0 out of 25
US Inflation Adjusted +12.31% +14.75%
Feb 2010 - Jan 2022
+9.77%
Jan 2011 - Dec 2022
0.00%
0 out of 25
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 13
US Inflation Adjusted +12.16% +13.40%
Sep 2010 - Aug 2023
+10.85%
Mar 2010 - Feb 2023
0.00%
0 out of 13
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 +15.81% +15.81%
Feb 2010 - Jan 2024
+15.81%
Feb 2010 - Jan 2024
0.00%
0 out of 1
US Inflation Adjusted +12.93% +12.93%
Feb 2010 - Jan 2024
+12.93%
Feb 2010 - Jan 2024
0.00%
0 out of 1
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.