Schwab U.S. Large-Cap ETF (SCHX): 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 ETF (SCHX) 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 28 months (from July 2021 to October 2023).

This means that every rolling period of 29 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab U.S. Large-Cap ETF (SCHX) 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 ETF (SCHX) 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:

Return Chart Capital Chart Table

Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+14.96%	+59.56% Apr 2020 - Mar 2021	-19.40% Jan 2022 - Dec 2022	11.80% 19 out of 161
US Inflation Adjusted	+13.07%	+55.49% Apr 2020 - Mar 2021	-24.25% Jan 2022 - Dec 2022	16.15% 26 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	+12.07%	+34.64% Apr 2020 - Mar 2022	-4.30% Nov 2021 - Oct 2023	2.01% 3 out of 149
US Inflation Adjusted	+9.56%	+27.57% Apr 2020 - Mar 2022	-9.27% Nov 2021 - Oct 2023	10.74% 16 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	+13.34%	+26.21% Jan 2019 - Dec 2021	+4.91% Apr 2017 - Mar 2020	0.00% 0 out of 137
US Inflation Adjusted	+10.58%	+21.86% Jan 2019 - Dec 2021	+1.67% May 2021 - Apr 2024	0.00% 0 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	+13.18%	+21.18% Apr 2020 - Mar 2024	+6.93% Oct 2018 - Sep 2022	0.00% 0 out of 125
US Inflation Adjusted	+11.19%	+17.50% Sep 2010 - Aug 2014	+2.70% Oct 2018 - Sep 2022	0.00% 0 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	+13.23%	+19.25% Nov 2016 - Oct 2021	+6.41% Apr 2015 - Mar 2020	0.00% 0 out of 113
US Inflation Adjusted	+11.12%	+16.09% Nov 2016 - Oct 2021	+4.52% 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	+12.66%	+17.40% Jan 2016 - Dec 2021	+7.47% Apr 2014 - Mar 2020	0.00% 0 out of 101
US Inflation Adjusted	+10.61%	+15.00% Oct 2011 - Sep 2017	+5.87% Apr 2014 - Mar 2020	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	+13.19%	+16.81% Oct 2011 - Sep 2018	+9.43% Apr 2013 - Mar 2020	0.00% 0 out of 89
US Inflation Adjusted	+11.16%	+15.03% Oct 2011 - Sep 2018	+7.50% Jul 2015 - Jun 2022	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	+13.34%	+15.93% Sep 2013 - Aug 2021	+9.64% Oct 2014 - Sep 2022	0.00% 0 out of 77
US Inflation Adjusted	+11.05%	+13.80% Sep 2010 - Aug 2018	+6.65% 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	+12.94%	+16.56% Jan 2013 - Dec 2021	+9.76% Apr 2011 - Mar 2020	0.00% 0 out of 65
US Inflation Adjusted	+10.89%	+14.19% Jun 2012 - May 2021	+7.18% 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	+13.13%	+16.72% Oct 2011 - Sep 2021	+10.39% Apr 2010 - Mar 2020	0.00% 0 out of 53
US Inflation Adjusted	+10.92%	+14.53% Oct 2011 - Sep 2021	+7.92% 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	+13.39%	+16.60% Sep 2010 - Aug 2021	+12.03% Jul 2011 - Jun 2022	0.00% 0 out of 41
US Inflation Adjusted	+10.61%	+14.24% Sep 2010 - Aug 2021	+9.30% Jul 2011 - Jun 2022	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	+13.44%	+15.13% Jan 2010 - Dec 2021	+11.55% Mar 2011 - Feb 2023	0.00% 0 out of 29
US Inflation Adjusted	+10.60%	+12.70% Jan 2010 - Dec 2021	+8.73% Mar 2011 - Feb 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	+12.80%	+13.94% Jul 2010 - Jun 2023	+12.02% Jan 2010 - Dec 2022	0.00% 0 out of 17
US Inflation Adjusted	+9.92%	+11.04% Jul 2010 - Jun 2023	+9.30% 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	+13.37%	+13.58% Mar 2010 - Feb 2024	+12.91% May 2010 - Apr 2024	0.00% 0 out of 5
US Inflation Adjusted	+10.48%	+10.71% Mar 2010 - Feb 2024	+10.03% 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 ETF (SCHX) ETF: Historical Returns page.