Schwab U.S. Small-Cap ETF (SCHA): Rolling Returns

Data Source: from December 2009 to April 2024 (~14 years)
Consolidated Returns as of 30 April 2024

Holding the Schwab U.S. Small-Cap ETF (SCHA) 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 61 months (from March 2015 to March 2020).

This means that every rolling period of 62 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab U.S. Small-Cap ETF (SCHA) 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. SMALL-CAP ETF (SCHA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 December 2009 - 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 +9.99% +95.77%
Apr 2020 - Mar 2021 		-25.08%
Apr 2019 - Mar 2020 		28.40%
46 out of 162
US Inflation Adjusted +8.25% +90.77%
Apr 2020 - Mar 2021 		-30.43%
Jul 2021 - Jun 2022 		32.72%
53 out of 162
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 +10.08% +37.17%
Apr 2020 - Mar 2022 		-12.65%
Nov 2021 - Oct 2023 		15.33%
23 out of 150
US Inflation Adjusted +6.93% +29.96%
Apr 2020 - Mar 2022 		-17.18%
Nov 2021 - Oct 2023 		20.00%
30 out of 150
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 +10.33% +23.33%
Oct 2011 - Sep 2014 		-5.11%
Apr 2017 - Mar 2020 		2.17%
3 out of 138
US Inflation Adjusted +8.00% +21.42%
Oct 2011 - Sep 2014 		-7.14%
May 2021 - Apr 2024 		8.70%
12 out of 138
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 +10.36% +21.59%
Jul 2010 - Jun 2014 		+1.20%
Oct 2018 - Sep 2022 		0.00%
0 out of 126
US Inflation Adjusted +8.55% +19.07%
Dec 2009 - Nov 2013 		-2.80%
Oct 2018 - Sep 2022 		3.97%
5 out of 126
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 +9.96% +18.35%
Jul 2010 - Jun 2015 		-0.75%
Apr 2015 - Mar 2020 		0.88%
1 out of 114
US Inflation Adjusted +7.18% +16.28%
Dec 2009 - Nov 2014 		-2.52%
Apr 2015 - Mar 2020 		4.39%
5 out of 114
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 +10.75% +17.00%
Oct 2011 - Sep 2017 		+0.80%
Apr 2014 - Mar 2020 		0.00%
0 out of 102
US Inflation Adjusted +8.97% +15.37%
Oct 2011 - Sep 2017 		-0.70%
Apr 2014 - Mar 2020 		1.96%
2 out of 102
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 +10.80% +16.64%
Oct 2011 - Sep 2018 		+4.16%
Apr 2013 - Mar 2020 		0.00%
0 out of 90
US Inflation Adjusted +8.83% +14.87%
Oct 2011 - Sep 2018 		+2.60%
Apr 2013 - Mar 2020 		0.00%
0 out of 90
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 +10.17% +16.16%
Sep 2010 - Aug 2018 		+5.78%
Apr 2012 - Mar 2020 		0.00%
0 out of 78
US Inflation Adjusted +8.15% +14.09%
Sep 2010 - Aug 2018 		+2.57%
Jun 2015 - May 2023 		0.00%
0 out of 78
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 +10.31% +14.71%
Jun 2012 - May 2021 		+5.24%
Apr 2011 - Mar 2020 		0.00%
0 out of 66
US Inflation Adjusted +8.40% +12.68%
Jun 2012 - May 2021 		+2.58%
Nov 2014 - Oct 2023 		0.00%
0 out of 66
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 +10.37% +14.94%
Oct 2011 - Sep 2021 		+6.01%
Nov 2013 - Oct 2023 		0.00%
0 out of 54
US Inflation Adjusted +8.13% +12.78%
Oct 2011 - Sep 2021 		+3.13%
Nov 2013 - Oct 2023 		0.00%
0 out of 54
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 +10.44% +14.84%
Sep 2010 - Aug 2021 		+8.57%
Nov 2012 - Oct 2023 		0.00%
0 out of 42
US Inflation Adjusted +7.70% +12.56%
Jul 2010 - Jun 2021 		+5.81%
Nov 2012 - Oct 2023 		0.00%
0 out of 42
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 +10.06% +13.76%
Dec 2009 - Nov 2021 		+8.14%
Jun 2011 - May 2023 		0.00%
0 out of 30
US Inflation Adjusted +7.25% +11.42%
Dec 2009 - Nov 2021 		+5.46%
May 2011 - Apr 2023 		0.00%
0 out of 30
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 +9.79% +11.53%
Dec 2009 - Nov 2022 		+8.55%
May 2011 - Apr 2024 		0.00%
0 out of 18
US Inflation Adjusted +6.94% +8.83%
Dec 2009 - Nov 2022 		+5.82%
May 2011 - Apr 2024 		0.00%
0 out of 18
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 +10.61% +10.92%
Jan 2010 - Dec 2023 		+9.56%
May 2010 - Apr 2024 		0.00%
0 out of 6
US Inflation Adjusted +7.89% +8.18%
Jan 2010 - Dec 2023 		+6.76%
May 2010 - Apr 2024 		0.00%
0 out of 6
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. Small-Cap ETF (SCHA) ETF: Historical Returns page.