Consolidated Returns as of 30 June 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 (~15 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.99% |
+95.77%
Apr 2020 - Mar 2021 |
-25.08%
Apr 2019 - Mar 2020 |
28.05%
46 out of 164 |
US Inflation Adjusted | +8.25% |
+90.77%
Apr 2020 - Mar 2021 |
-30.43%
Jul 2021 - Jun 2022 |
32.32%
53 out of 164 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.08% |
+37.17%
Apr 2020 - Mar 2022 |
-12.65%
Nov 2021 - Oct 2023 |
15.13%
23 out of 152 |
US Inflation Adjusted | +6.93% |
+29.96%
Apr 2020 - Mar 2022 |
-17.18%
Nov 2021 - Oct 2023 |
19.74%
30 out of 152 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.13% |
+23.33%
Oct 2011 - Sep 2014 |
-5.11%
Apr 2017 - Mar 2020 |
3.57%
5 out of 140 |
US Inflation Adjusted | +7.93% |
+21.42%
Oct 2011 - Sep 2014 |
-7.24%
May 2021 - Apr 2024 |
10.00%
14 out of 140 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.40% |
+21.59%
Jul 2010 - Jun 2014 |
+1.20%
Oct 2018 - Sep 2022 |
0.00%
0 out of 128 |
US Inflation Adjusted | +8.49% |
+19.07%
Dec 2009 - Nov 2013 |
-2.80%
Oct 2018 - Sep 2022 |
3.91%
5 out of 128 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.73% |
+18.35%
Jul 2010 - Jun 2015 |
-0.75%
Apr 2015 - Mar 2020 |
0.86%
1 out of 116 |
US Inflation Adjusted | +7.02% |
+16.28%
Dec 2009 - Nov 2014 |
-2.52%
Apr 2015 - Mar 2020 |
4.31%
5 out of 116 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.55% |
+17.00%
Oct 2011 - Sep 2017 |
+0.80%
Apr 2014 - Mar 2020 |
0.00%
0 out of 104 |
US Inflation Adjusted | +8.94% |
+15.37%
Oct 2011 - Sep 2017 |
-0.70%
Apr 2014 - Mar 2020 |
1.92%
2 out of 104 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.79% |
+16.64%
Oct 2011 - Sep 2018 |
+4.16%
Apr 2013 - Mar 2020 |
0.00%
0 out of 92 |
US Inflation Adjusted | +8.77% |
+14.87%
Oct 2011 - Sep 2018 |
+2.60%
Apr 2013 - Mar 2020 |
0.00%
0 out of 92 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.97% |
+16.16%
Sep 2010 - Aug 2018 |
+5.78%
Apr 2012 - Mar 2020 |
0.00%
0 out of 80 |
US Inflation Adjusted | +8.03% |
+14.09%
Sep 2010 - Aug 2018 |
+2.57%
Jun 2015 - May 2023 |
0.00%
0 out of 80 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.21% |
+14.71%
Jun 2012 - May 2021 |
+5.24%
Apr 2011 - Mar 2020 |
0.00%
0 out of 68 |
US Inflation Adjusted | +8.14% |
+12.68%
Jun 2012 - May 2021 |
+2.58%
Nov 2014 - Oct 2023 |
0.00%
0 out of 68 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.32% |
+14.94%
Oct 2011 - Sep 2021 |
+6.01%
Nov 2013 - Oct 2023 |
0.00%
0 out of 56 |
US Inflation Adjusted | +7.98% |
+12.78%
Oct 2011 - Sep 2021 |
+3.13%
Nov 2013 - Oct 2023 |
0.00%
0 out of 56 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.32% |
+14.84%
Sep 2010 - Aug 2021 |
+8.57%
Nov 2012 - Oct 2023 |
0.00%
0 out of 44 |
US Inflation Adjusted | +7.62% |
+12.56%
Jul 2010 - Jun 2021 |
+5.81%
Nov 2012 - Oct 2023 |
0.00%
0 out of 44 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.10% |
+13.76%
Dec 2009 - Nov 2021 |
+8.14%
Jun 2011 - May 2023 |
0.00%
0 out of 32 |
US Inflation Adjusted | +7.25% |
+11.42%
Dec 2009 - Nov 2021 |
+5.46%
May 2011 - Apr 2023 |
0.00%
0 out of 32 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.67% |
+11.53%
Dec 2009 - Nov 2022 |
+8.55%
May 2011 - Apr 2024 |
0.00%
0 out of 20 |
US Inflation Adjusted | +6.86% |
+8.83%
Dec 2009 - Nov 2022 |
+5.79%
May 2011 - Apr 2024 |
0.00%
0 out of 20 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.61% |
+11.08%
Jul 2010 - Jun 2024 |
+9.56%
May 2010 - Apr 2024 |
0.00%
0 out of 8 |
US Inflation Adjusted | +7.89% |
+8.22%
Jul 2010 - Jun 2024 |
+6.74%
May 2010 - Apr 2024 |
0.00%
0 out of 8 |
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To obtain comprehensive information, please consult the Schwab U.S. Small-Cap ETF (SCHA) ETF: Historical Returns page.