Schwab U.S. Broad Market ETF (SCHB): Rolling Returns

Data Source: from January 2010 to March 2024 (~14 years)
Consolidated Returns as of 31 March 2024

Holding the Schwab U.S. Broad Market ETF (SCHB) 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 30 months (from May 2021 to October 2023).

This means that every rolling period of 31 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab U.S. Broad Market ETF (SCHB) 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. BROAD MARKET ETF (SCHB) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2010 - 31 March 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.67% +62.86%
Apr 2020 - Mar 2021 		-19.45%
Jan 2022 - Dec 2022 		13.75%
22 out of 160
US Inflation Adjusted +12.63% +58.71%
Apr 2020 - Mar 2021 		-24.30%
Jan 2022 - Dec 2022 		18.13%
29 out of 160
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 +11.79% +34.96%
Apr 2020 - Mar 2022 		-5.03%
Nov 2021 - Oct 2023 		4.05%
6 out of 148
US Inflation Adjusted +9.16% +27.88%
Apr 2020 - Mar 2022 		-9.96%
Nov 2021 - Oct 2023 		11.49%
17 out of 148
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 +13.01% +25.74%
Jan 2019 - Dec 2021 		+3.92%
Apr 2017 - Mar 2020 		0.00%
0 out of 136
US Inflation Adjusted +10.54% +21.40%
Jan 2019 - Dec 2021 		+1.95%
Jan 2020 - Dec 2022 		0.00%
0 out of 136
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 +12.92% +21.08%
Apr 2020 - Mar 2024 		+6.37%
Oct 2018 - Sep 2022 		0.00%
0 out of 124
US Inflation Adjusted +11.11% +17.77%
Sep 2010 - Aug 2014 		+2.16%
Oct 2018 - Sep 2022 		0.00%
0 out of 124
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 +13.12% +18.89%
Nov 2016 - Oct 2021 		+5.69%
Apr 2015 - Mar 2020 		0.00%
0 out of 112
US Inflation Adjusted +11.05% +15.74%
Nov 2016 - Oct 2021 		+3.81%
Apr 2015 - Mar 2020 		0.00%
0 out of 112
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 +12.36% +17.04%
Jan 2016 - Dec 2021 		+6.78%
Apr 2014 - Mar 2020 		0.00%
0 out of 100
US Inflation Adjusted +10.49% +15.05%
Oct 2011 - Sep 2017 		+5.20%
Apr 2014 - Mar 2020 		0.00%
0 out of 100
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 +12.94% +16.80%
Oct 2011 - Sep 2018 		+8.92%
Apr 2013 - Mar 2020 		0.00%
0 out of 88
US Inflation Adjusted +10.97% +15.03%
Oct 2011 - Sep 2018 		+7.02%
Jul 2015 - Jun 2022 		0.00%
0 out of 88
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 +13.04% +15.94%
Sep 2010 - Aug 2018 		+9.32%
Oct 2014 - Sep 2022 		0.00%
0 out of 76
US Inflation Adjusted +11.03% +13.87%
Sep 2010 - Aug 2018 		+6.34%
Oct 2014 - Sep 2022 		0.00%
0 out of 76
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 +12.77% +16.23%
Jan 2013 - Dec 2021 		+9.34%
Apr 2011 - Mar 2020 		0.00%
0 out of 64
US Inflation Adjusted +10.76% +14.05%
Jun 2012 - May 2021 		+6.75%
Nov 2014 - Oct 2023 		0.00%
0 out of 64
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 +12.87% +16.55%
Oct 2011 - Sep 2021 		+10.13%
Apr 2010 - Mar 2020 		0.00%
0 out of 52
US Inflation Adjusted +10.63% +14.36%
Oct 2011 - Sep 2021 		+7.47%
Nov 2013 - Oct 2023 		0.00%
0 out of 52
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 +13.14% +16.46%
Sep 2010 - Aug 2021 		+11.71%
Jul 2011 - Jun 2022 		0.00%
0 out of 40
US Inflation Adjusted +10.32% +14.11%
Sep 2010 - Aug 2021 		+8.99%
Jul 2011 - Jun 2022 		0.00%
0 out of 40
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 +13.12% +15.00%
Jan 2010 - Dec 2021 		+11.34%
Mar 2011 - Feb 2023 		0.00%
0 out of 28
US Inflation Adjusted +10.28% +12.57%
Jan 2010 - Dec 2021 		+8.53%
Mar 2011 - Feb 2023 		0.00%
0 out of 28
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 +12.54% +13.72%
Jul 2010 - Jun 2023 		+11.89%
Jan 2010 - Dec 2022 		0.00%
0 out of 16
US Inflation Adjusted +9.66% +10.81%
Jul 2010 - Jun 2023 		+9.04%
Nov 2010 - Oct 2023 		0.00%
0 out of 16
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 +13.15% +13.38%
Mar 2010 - Feb 2024 		+12.85%
Jan 2010 - Dec 2023 		0.00%
0 out of 4
US Inflation Adjusted +10.26% +10.51%
Mar 2010 - Feb 2024 		+10.06%
Jan 2010 - Dec 2023 		0.00%
0 out of 4
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. Broad Market ETF (SCHB) ETF: Historical Returns page.