Consolidated Returns as of 30 June 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 (~15 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.14% |
+52.09%
Apr 2020 - Mar 2021 |
-16.28%
Apr 2019 - Mar 2020 |
16.56%
27 out of 163 |
US Inflation Adjusted | +8.65% |
+48.21%
Apr 2020 - Mar 2021 |
-18.00%
Oct 2021 - Sep 2022 |
22.09%
36 out of 163 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.09% |
+30.31%
Apr 2020 - Mar 2022 |
-5.53%
Apr 2018 - Mar 2020 |
3.97%
6 out of 151 |
US Inflation Adjusted | +8.19% |
+23.47%
Apr 2020 - Mar 2022 |
-9.01%
Nov 2021 - Oct 2023 |
13.25%
20 out of 151 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.62% |
+21.84%
Oct 2011 - Sep 2014 |
-0.90%
Apr 2017 - Mar 2020 |
0.72%
1 out of 139 |
US Inflation Adjusted | +8.25% |
+19.95%
Oct 2011 - Sep 2014 |
-2.76%
Apr 2017 - Mar 2020 |
2.88%
4 out of 139 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.72% |
+19.06%
Jul 2010 - Jun 2014 |
+3.55%
Apr 2016 - Mar 2020 |
0.00%
0 out of 127 |
US Inflation Adjusted | +8.32% |
+16.46%
Jul 2010 - Jun 2014 |
-0.13%
Oct 2018 - Sep 2022 |
0.79%
1 out of 127 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.31% |
+15.66%
Jul 2010 - Jun 2015 |
+3.37%
Apr 2015 - Mar 2020 |
0.00%
0 out of 115 |
US Inflation Adjusted | +8.08% |
+13.85%
Oct 2011 - Sep 2016 |
+1.53%
Apr 2015 - Mar 2020 |
0.00%
0 out of 115 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.55% |
+15.55%
Oct 2011 - Sep 2017 |
+4.06%
Apr 2014 - Mar 2020 |
0.00%
0 out of 103 |
US Inflation Adjusted | +8.43% |
+13.94%
Oct 2011 - Sep 2017 |
+1.90%
Nov 2017 - Oct 2023 |
0.00%
0 out of 103 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.27% |
+14.91%
Oct 2011 - Sep 2018 |
+6.08%
Apr 2013 - Mar 2020 |
0.00%
0 out of 91 |
US Inflation Adjusted | +7.89% |
+13.16%
Oct 2011 - Sep 2018 |
+4.05%
Nov 2016 - Oct 2023 |
0.00%
0 out of 91 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.26% |
+14.01%
Sep 2010 - Aug 2018 |
+6.93%
Oct 2014 - Sep 2022 |
0.00%
0 out of 79 |
US Inflation Adjusted | +8.32% |
+12.04%
Feb 2010 - Jan 2018 |
+4.01%
Oct 2014 - Sep 2022 |
0.00%
0 out of 79 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.12% |
+13.12%
Jun 2012 - May 2021 |
+6.98%
Nov 2014 - Oct 2023 |
0.00%
0 out of 67 |
US Inflation Adjusted | +8.30% |
+11.12%
Jun 2012 - May 2021 |
+3.95%
Nov 2014 - Oct 2023 |
0.00%
0 out of 67 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.43% |
+13.30%
Oct 2011 - Sep 2021 |
+7.69%
Nov 2013 - Oct 2023 |
0.00%
0 out of 55 |
US Inflation Adjusted | +8.29% |
+11.17%
Oct 2011 - Sep 2021 |
+4.77%
Nov 2013 - Oct 2023 |
0.00%
0 out of 55 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.89% |
+13.24%
Sep 2010 - Aug 2021 |
+9.23%
Nov 2012 - Oct 2023 |
0.00%
0 out of 43 |
US Inflation Adjusted | +8.18% |
+10.96%
Sep 2010 - Aug 2021 |
+6.45%
Nov 2012 - Oct 2023 |
0.00%
0 out of 43 |
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Annualized Rolling Returns - 12 Years (144 months)
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 31 |
US Inflation Adjusted | +7.83% |
+9.92%
Jan 2010 - Dec 2021 |
+6.54%
Jun 2011 - May 2023 |
0.00%
0 out of 31 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.22% |
+11.30%
Jul 2010 - Jun 2023 |
+9.64%
Nov 2010 - Oct 2023 |
0.00%
0 out of 19 |
US Inflation Adjusted | +7.45% |
+8.46%
Jul 2010 - Jun 2023 |
+6.82%
Nov 2010 - Oct 2023 |
0.00%
0 out of 19 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.71% |
+11.43%
Jul 2010 - Jun 2024 |
+10.19%
May 2010 - Apr 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | +7.93% |
+8.56%
Jul 2010 - Jun 2024 |
+7.35%
May 2010 - Apr 2024 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the Schwab U.S. Large-Cap Value ETF (SCHV) ETF: Historical Returns page.