Consolidated Returns as of 30 April 2024
Holding the Schwab US Dividend Equity ETF (SCHD) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~12 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 US Dividend Equity ETF (SCHD) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.07% |
+67.92%
Apr 2020 - Mar 2021 |
-10.88%
Apr 2019 - Mar 2020 |
13.87%
19 out of 137 |
US Inflation Adjusted | +10.26% |
+63.63%
Apr 2020 - Mar 2021 |
-14.47%
Oct 2021 - Sep 2022 |
18.98%
26 out of 137 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.11% |
+36.80%
Apr 2020 - Mar 2022 |
-2.98%
Nov 2021 - Oct 2023 |
2.40%
3 out of 125 |
US Inflation Adjusted | +9.10% |
+29.61%
Apr 2020 - Mar 2022 |
-8.02%
Nov 2021 - Oct 2023 |
10.40%
13 out of 125 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.99% |
+23.91%
Jan 2019 - Dec 2021 |
+3.41%
Apr 2017 - Mar 2020 |
0.00%
0 out of 113 |
US Inflation Adjusted | +9.61% |
+19.64%
Jan 2019 - Dec 2021 |
-0.75%
May 2021 - Apr 2024 |
0.88%
1 out of 113 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.55% |
+19.76%
Apr 2020 - Mar 2024 |
+6.10%
Apr 2016 - Mar 2020 |
0.00%
0 out of 101 |
US Inflation Adjusted | +10.16% |
+14.95%
Jun 2017 - May 2021 |
+3.97%
Apr 2016 - Mar 2020 |
0.00%
0 out of 101 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.42% |
+17.27%
Jun 2016 - May 2021 |
+5.85%
Apr 2015 - Mar 2020 |
0.00%
0 out of 89 |
US Inflation Adjusted | +9.52% |
+14.63%
Jun 2016 - May 2021 |
+3.97%
Apr 2015 - Mar 2020 |
0.00%
0 out of 89 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.25% |
+17.00%
Sep 2015 - Aug 2021 |
+6.51%
Apr 2014 - Mar 2020 |
0.00%
0 out of 77 |
US Inflation Adjusted | +9.77% |
+14.37%
Sep 2015 - Aug 2021 |
+4.93%
Apr 2014 - Mar 2020 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.65% |
+14.34%
Feb 2016 - Jan 2023 |
+8.23%
Apr 2013 - Mar 2020 |
0.00%
0 out of 65 |
US Inflation Adjusted | +10.01% |
+12.19%
Jan 2013 - Dec 2019 |
+6.61%
Apr 2013 - Mar 2020 |
0.00%
0 out of 65 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.46% |
+14.72%
Sep 2013 - Aug 2021 |
+9.34%
Apr 2012 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +9.73% |
+12.51%
Sep 2013 - Aug 2021 |
+7.15%
Nov 2015 - Oct 2023 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.48% |
+15.88%
Jun 2012 - May 2021 |
+9.71%
Nov 2014 - Oct 2023 |
0.00%
0 out of 41 |
US Inflation Adjusted | +9.54% |
+13.83%
Jun 2012 - May 2021 |
+6.60%
Nov 2014 - Oct 2023 |
0.00%
0 out of 41 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.11% |
+15.34%
Jan 2012 - Dec 2021 |
+10.17%
Nov 2013 - Oct 2023 |
0.00%
0 out of 29 |
US Inflation Adjusted | +9.35% |
+12.92%
Jan 2012 - Dec 2021 |
+7.18%
Nov 2013 - Oct 2023 |
0.00%
0 out of 29 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.50% |
+13.56%
Feb 2012 - Jan 2023 |
+11.52%
May 2013 - Apr 2024 |
0.00%
0 out of 17 |
US Inflation Adjusted | +9.62% |
+10.74%
Feb 2012 - Jan 2023 |
+8.54%
May 2013 - Apr 2024 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.60% |
+12.74%
Jan 2012 - Dec 2023 |
+12.29%
May 2012 - Apr 2024 |
0.00%
0 out of 5 |
US Inflation Adjusted | +9.76% |
+9.89%
Jan 2012 - Dec 2023 |
+9.43%
May 2012 - Apr 2024 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the Schwab US Dividend Equity ETF (SCHD) ETF: Historical Returns page.