Schwab U.S. Large-Cap Value ETF (SCHV): Rolling Returns

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

Holding the Schwab U.S. Large-Cap Value ETF (SCHV) 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 37 months (from March 2017 to March 2020).

This means that every rolling period of 38 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab U.S. Large-Cap Value ETF (SCHV) 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 VALUE ETF (SCHV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 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 +11.11% +52.09%
Apr 2020 - Mar 2021 		-16.28%
Apr 2019 - Mar 2020 		16.77%
27 out of 161
US Inflation Adjusted +8.65% +48.21%
Apr 2020 - Mar 2021 		-18.00%
Oct 2021 - Sep 2022 		22.36%
36 out of 161
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 +11.09% +30.31%
Apr 2020 - Mar 2022 		-5.53%
Apr 2018 - Mar 2020 		4.03%
6 out of 149
US Inflation Adjusted +8.19% +23.47%
Apr 2020 - Mar 2022 		-9.01%
Nov 2021 - Oct 2023 		13.42%
20 out of 149
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 +10.66% +21.84%
Oct 2011 - Sep 2014 		-0.90%
Apr 2017 - Mar 2020 		0.73%
1 out of 137
US Inflation Adjusted +8.27% +19.95%
Oct 2011 - Sep 2014 		-2.76%
Apr 2017 - Mar 2020 		2.19%
3 out of 137
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 +10.70% +19.06%
Jul 2010 - Jun 2014 		+3.55%
Apr 2016 - Mar 2020 		0.00%
0 out of 125
US Inflation Adjusted +8.33% +16.46%
Jul 2010 - Jun 2014 		-0.13%
Oct 2018 - Sep 2022 		0.80%
1 out of 125
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 +10.52% +15.66%
Jul 2010 - Jun 2015 		+3.37%
Apr 2015 - Mar 2020 		0.00%
0 out of 113
US Inflation Adjusted +8.11% +13.85%
Oct 2011 - Sep 2016 		+1.53%
Apr 2015 - Mar 2020 		0.00%
0 out of 113
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 +10.57% +15.55%
Oct 2011 - Sep 2017 		+4.06%
Apr 2014 - Mar 2020 		0.00%
0 out of 101
US Inflation Adjusted +8.52% +13.94%
Oct 2011 - Sep 2017 		+1.90%
Nov 2017 - Oct 2023 		0.00%
0 out of 101
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 +10.35% +14.91%
Oct 2011 - Sep 2018 		+6.08%
Apr 2013 - Mar 2020 		0.00%
0 out of 89
US Inflation Adjusted +7.92% +13.16%
Oct 2011 - Sep 2018 		+4.05%
Nov 2016 - Oct 2023 		0.00%
0 out of 89
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 +10.27% +14.01%
Sep 2010 - Aug 2018 		+6.93%
Oct 2014 - Sep 2022 		0.00%
0 out of 77
US Inflation Adjusted +8.39% +12.04%
Feb 2010 - Jan 2018 		+4.01%
Oct 2014 - Sep 2022 		0.00%
0 out of 77
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 +10.60% +13.12%
Jun 2012 - May 2021 		+6.98%
Nov 2014 - Oct 2023 		0.00%
0 out of 65
US Inflation Adjusted +8.44% +11.12%
Jun 2012 - May 2021 		+3.95%
Nov 2014 - Oct 2023 		0.00%
0 out of 65
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 +10.47% +13.30%
Oct 2011 - Sep 2021 		+7.69%
Nov 2013 - Oct 2023 		0.00%
0 out of 53
US Inflation Adjusted +8.38% +11.17%
Oct 2011 - Sep 2021 		+4.78%
Nov 2013 - Oct 2023 		0.00%
0 out of 53
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 +10.90% +13.24%
Sep 2010 - Aug 2021 		+9.23%
Nov 2012 - Oct 2023 		0.00%
0 out of 41
US Inflation Adjusted +8.20% +10.96%
Sep 2010 - Aug 2021 		+6.45%
Nov 2012 - Oct 2023 		0.00%
0 out of 41
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 +10.63% +12.29%
Jan 2010 - Dec 2021 		+9.24%
Jun 2011 - May 2023 		0.00%
0 out of 29
US Inflation Adjusted +7.83% +9.92%
Jan 2010 - Dec 2021 		+6.54%
Jun 2011 - May 2023 		0.00%
0 out of 29
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 +10.30% +11.30%
Jul 2010 - Jun 2023 		+9.64%
Nov 2010 - Oct 2023 		0.00%
0 out of 17
US Inflation Adjusted +7.47% +8.46%
Jul 2010 - Jun 2023 		+6.82%
Nov 2010 - Oct 2023 		0.00%
0 out of 17
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 +10.69% +10.79%
Mar 2010 - Feb 2024 		+10.19%
May 2010 - Apr 2024 		0.00%
0 out of 5
US Inflation Adjusted +7.88% +7.99%
Mar 2010 - Feb 2024 		+7.38%
May 2010 - Apr 2024 		0.00%
0 out of 5
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 Value ETF (SCHV) ETF: Historical Returns page.