Schwab US Mid-Cap ETF (SCHM): Rolling Returns

Data Source: from February 2011 to January 2024 (~13 years)
Consolidated Returns as of 31 January 2024

Holding the Schwab US Mid-Cap ETF (SCHM) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~13 years), the longest period with a negative return lasted 40 months (from December 2016 to March 2020).

This means that every rolling period of 41 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab US Mid-Cap ETF (SCHM) 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 US MID-CAP ETF (SCHM) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 February 2011 - 31 January 2024 (~13 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -22.54 04/2019
03/2020
0.77$ -6.19 0.93$ 8.79 1.08$ 20.30 1.20$ 78.84 04/2020
03/2021
1.78$ 4.60 31.19%
2Y -9.57 11/2021
10/2023
0.81$ -0.51 0.98$ 7.94 1.16$ 17.34 1.37$ 35.89 04/2020
03/2022
1.84$ 1.24 18.56%
3Y -2.33 04/2017
03/2020
0.93$ 5.74 1.18$ 10.08 1.33$ 13.51 1.46$ 20.59 01/2019
12/2021
1.75$ 4.06 1.18%
4Y 2.45 04/2016
03/2020
1.10$ 6.79 1.30$ 9.17 1.42$ 12.46 1.59$ 14.81 06/2017
05/2021
1.73$ 7.31 0.00%
5Y 1.05 04/2015
03/2020
1.05$ 5.82 1.32$ 8.97 1.53$ 13.85 1.91$ 15.82 03/2016
02/2021
2.08$ 8.48 0.00%
6Y 3.00 04/2014
03/2020
1.19$ 6.66 1.47$ 9.05 1.68$ 12.56 2.03$ 13.96 01/2016
12/2021
2.19$ 6.66 0.00%
7Y 7.23 07/2015
06/2022
1.62$ 8.14 1.72$ 9.41 1.87$ 11.79 2.18$ 12.44 05/2014
04/2021
2.27$ 8.64 0.00%
8Y 6.82 06/2015
05/2023
1.69$ 7.31 1.75$ 8.60 1.93$ 9.85 2.12$ 10.89 02/2014
01/2022
2.28$ 10.62 0.00%
9Y 6.97 11/2014
10/2023
1.83$ 7.57 1.92$ 8.13 2.02$ 8.70 2.11$ 9.37 02/2014
01/2023
2.23$ 8.61 0.00%
10Y 8.89 02/2014
01/2024
2.34$ 8.89 2.34$ 8.89 2.34$ 8.89 2.34$ 8.89 02/2014
01/2024
2.34$ 8.89 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -25.86 10/2021
09/2022
0.74$ -8.73 0.91$ 5.34 1.05$ 17.10 1.17$ 74.28 04/2020
03/2021
1.74$ 1.45 34.86%
2Y -14.26 11/2021
10/2023
0.73$ -3.33 0.93$ 5.65 1.11$ 14.32 1.30$ 28.75 04/2020
03/2022
1.65$ -3.33 24.74%
3Y -4.17 04/2017
03/2020
0.88$ 2.77 1.08$ 7.57 1.24$ 10.80 1.36$ 16.43 01/2019
12/2021
1.57$ -1.52 8.24%
4Y -1.38 10/2018
09/2022
0.94$ 2.61 1.10$ 7.09 1.31$ 10.38 1.48$ 12.29 05/2017
04/2021
1.58$ 2.61 2.74%
5Y -0.75 04/2015
03/2020
0.96$ 2.61 1.13$ 6.80 1.38$ 10.77 1.66$ 13.42 03/2016
02/2021
1.87$ 4.15 1.64%
6Y 1.48 04/2014
03/2020
1.09$ 3.60 1.23$ 5.81 1.40$ 9.87 1.75$ 11.00 09/2015
08/2021
1.87$ 2.85 0.00%
7Y 3.97 07/2015
06/2022
1.31$ 4.73 1.38$ 5.81 1.48$ 9.60 1.89$ 10.52 05/2014
04/2021
2.01$ 4.98 0.00%
8Y 3.58 06/2015
05/2023
1.32$ 4.18 1.38$ 5.33 1.51$ 6.80 1.69$ 8.39 02/2014
01/2022
1.90$ 7.02 0.00%
9Y 3.94 11/2014
10/2023
1.41$ 4.66 1.50$ 5.17 1.57$ 5.52 1.62$ 6.45 02/2014
01/2023
1.75$ 5.32 0.00%
10Y 5.93 02/2014
01/2024
1.77$ 5.93 1.77$ 5.93 1.77$ 5.93 1.77$ 5.93 02/2014
01/2024
1.77$ 5.93 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -22.54 04/2019
03/2020
0.77$ -2.82 0.97$ 12.18 1.12$ 25.51 1.25$ 78.84 04/2020
03/2021
1.78$ 4.60 25.52%
2Y -9.57 11/2021
10/2023
0.81$ 0.96 1.01$ 10.48 1.22$ 20.97 1.46$ 35.89 04/2020
03/2022
1.84$ 1.24 13.53%
3Y -2.33 04/2017
03/2020
0.93$ 7.13 1.22$ 10.71 1.35$ 16.28 1.57$ 24.05 10/2011
09/2014
1.90$ 4.06 0.83%
4Y 2.45 04/2016
03/2020
1.10$ 7.26 1.32$ 11.11 1.52$ 14.53 1.72$ 18.12 10/2011
09/2015
1.94$ 7.31 0.00%
5Y 1.05 04/2015
03/2020
1.05$ 6.76 1.38$ 10.12 1.61$ 14.75 1.98$ 17.18 10/2011
09/2016
2.20$ 8.48 0.00%
6Y 3.00 04/2014
03/2020
1.19$ 7.52 1.54$ 10.96 1.86$ 13.82 2.17$ 17.12 10/2011
09/2017
2.58$ 6.66 0.00%
7Y 5.79 04/2013
03/2020
1.48$ 8.52 1.77$ 11.05 2.08$ 13.03 2.35$ 17.10 10/2011
09/2018
3.01$ 8.64 0.00%
8Y 6.82 06/2015
05/2023
1.69$ 7.93 1.84$ 11.07 2.31$ 13.01 2.66$ 14.71 10/2011
09/2019
2.99$ 10.62 0.00%
9Y 6.71 04/2011
03/2020
1.79$ 8.00 1.99$ 9.93 2.34$ 13.98 3.24$ 15.12 06/2012
05/2021
3.55$ 8.61 0.00%
10Y 7.55 11/2013
10/2023
2.07$ 8.89 2.34$ 11.44 2.95$ 12.96 3.38$ 15.39 10/2011
09/2021
4.18$ 8.89 0.00%
11Y 9.64 07/2011
06/2022
2.75$ 10.29 2.93$ 11.11 3.18$ 11.60 3.34$ 11.99 02/2011
01/2022
3.47$ 10.22 0.00%
12Y 9.11 06/2011
05/2023
2.84$ 9.29 2.90$ 10.75 3.40$ 11.29 3.60$ 11.81 10/2011
09/2023
3.81$ 10.88 0.00%
13Y 10.26 02/2011
01/2024
3.56$ 10.26 3.56$ 10.26 3.56$ 10.26 3.56$ 10.26 02/2011
01/2024
3.56$ 10.26 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -25.86 10/2021
09/2022
0.74$ -5.21 0.94$ 10.07 1.10$ 22.87 1.22$ 74.28 04/2020
03/2021
1.74$ 1.45 28.97%
2Y -14.26 11/2021
10/2023
0.73$ -1.53 0.96$ 7.84 1.16$ 18.63 1.40$ 28.75 04/2020
03/2022
1.65$ -3.33 18.05%
3Y -4.17 04/2017
03/2020
0.88$ 3.11 1.09$ 8.47 1.27$ 13.69 1.46$ 22.13 10/2011
09/2014
1.82$ -1.52 5.79%
4Y -1.38 10/2018
09/2022
0.94$ 3.05 1.12$ 9.25 1.42$ 12.41 1.59$ 16.74 10/2011
09/2015
1.85$ 2.61 1.83%
5Y -0.75 04/2015
03/2020
0.96$ 3.13 1.16$ 8.13 1.47$ 12.57 1.80$ 15.73 10/2011
09/2016
2.07$ 4.15 1.03%
6Y 1.48 04/2014
03/2020
1.09$ 4.31 1.28$ 9.03 1.68$ 11.91 1.96$ 15.49 10/2011
09/2017
2.37$ 2.85 0.00%
7Y 3.97 07/2015
06/2022
1.31$ 5.27 1.43$ 8.87 1.81$ 11.27 2.11$ 15.33 10/2011
09/2018
2.71$ 4.98 0.00%
8Y 3.58 06/2015
05/2023
1.32$ 4.85 1.46$ 9.18 2.01$ 11.18 2.33$ 12.95 10/2011
09/2019
2.64$ 7.02 0.00%
9Y 3.94 11/2014
10/2023
1.41$ 5.15 1.57$ 7.80 1.96$ 11.84 2.73$ 13.09 06/2012
05/2021
3.02$ 5.32 0.00%
10Y 4.63 11/2013
10/2023
1.57$ 5.93 1.77$ 8.63 2.28$ 10.88 2.80$ 13.22 10/2011
09/2021
3.46$ 5.93 0.00%
11Y 6.97 07/2011
06/2022
2.09$ 7.52 2.22$ 8.25 2.39$ 8.95 2.56$ 9.53 02/2011
01/2022
2.72$ 7.35 0.00%
12Y 6.41 06/2011
05/2023
2.10$ 6.58 2.14$ 7.96 2.50$ 8.51 2.66$ 9.01 10/2011
09/2023
2.81$ 8.08 0.00%
13Y 7.44 02/2011
01/2024
2.54$ 7.44 2.54$ 7.44 2.54$ 7.44 2.54$ 7.44 02/2011
01/2024
2.54$ 7.44 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.18% +78.84%
Apr 2020 - Mar 2021
-22.54%
Apr 2019 - Mar 2020
25.52%
37 out of 145
US Inflation Adjusted +10.07% +74.28%
Apr 2020 - Mar 2021
-25.86%
Oct 2021 - Sep 2022
28.97%
42 out of 145
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 +10.48% +35.89%
Apr 2020 - Mar 2022
-9.57%
Nov 2021 - Oct 2023
13.53%
18 out of 133
US Inflation Adjusted +7.84% +28.75%
Apr 2020 - Mar 2022
-14.26%
Nov 2021 - Oct 2023
18.05%
24 out of 133
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 +10.71% +24.05%
Oct 2011 - Sep 2014
-2.33%
Apr 2017 - Mar 2020
0.83%
1 out of 121
US Inflation Adjusted +8.47% +22.13%
Oct 2011 - Sep 2014
-4.17%
Apr 2017 - Mar 2020
5.79%
7 out of 121
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 +11.11% +18.12%
Oct 2011 - Sep 2015
+2.45%
Apr 2016 - Mar 2020
0.00%
0 out of 109
US Inflation Adjusted +9.25% +16.74%
Oct 2011 - Sep 2015
-1.38%
Oct 2018 - Sep 2022
1.83%
2 out of 109
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 +10.12% +17.18%
Oct 2011 - Sep 2016
+1.05%
Apr 2015 - Mar 2020
0.00%
0 out of 97
US Inflation Adjusted +8.13% +15.73%
Oct 2011 - Sep 2016
-0.75%
Apr 2015 - Mar 2020
1.03%
1 out of 97
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 +10.96% +17.12%
Oct 2011 - Sep 2017
+3.00%
Apr 2014 - Mar 2020
0.00%
0 out of 85
US Inflation Adjusted +9.03% +15.49%
Oct 2011 - Sep 2017
+1.48%
Apr 2014 - Mar 2020
0.00%
0 out of 85
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 +11.05% +17.10%
Oct 2011 - Sep 2018
+5.79%
Apr 2013 - Mar 2020
0.00%
0 out of 73
US Inflation Adjusted +8.87% +15.33%
Oct 2011 - Sep 2018
+3.97%
Jul 2015 - Jun 2022
0.00%
0 out of 73
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 +11.07% +14.71%
Oct 2011 - Sep 2019
+6.82%
Jun 2015 - May 2023
0.00%
0 out of 61
US Inflation Adjusted +9.18% +12.95%
Oct 2011 - Sep 2019
+3.58%
Jun 2015 - May 2023
0.00%
0 out of 61
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 +9.93% +15.12%
Jun 2012 - May 2021
+6.71%
Apr 2011 - Mar 2020
0.00%
0 out of 49
US Inflation Adjusted +7.80% +13.09%
Jun 2012 - May 2021
+3.94%
Nov 2014 - Oct 2023
0.00%
0 out of 49
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 +11.44% +15.39%
Oct 2011 - Sep 2021
+7.55%
Nov 2013 - Oct 2023
0.00%
0 out of 37
US Inflation Adjusted +8.63% +13.22%
Oct 2011 - Sep 2021
+4.63%
Nov 2013 - Oct 2023
0.00%
0 out of 37
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 +11.11% +11.99%
Feb 2011 - Jan 2022
+9.64%
Jul 2011 - Jun 2022
0.00%
0 out of 25
US Inflation Adjusted +8.25% +9.53%
Feb 2011 - Jan 2022
+6.97%
Jul 2011 - Jun 2022
0.00%
0 out of 25
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 +10.75% +11.81%
Oct 2011 - Sep 2023
+9.11%
Jun 2011 - May 2023
0.00%
0 out of 13
US Inflation Adjusted +7.96% +9.01%
Oct 2011 - Sep 2023
+6.41%
Jun 2011 - May 2023
0.00%
0 out of 13
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 +10.26% +10.26%
Feb 2011 - Jan 2024
+10.26%
Feb 2011 - Jan 2024
0.00%
0 out of 1
US Inflation Adjusted +7.44% +7.44%
Feb 2011 - Jan 2024
+7.44%
Feb 2011 - Jan 2024
0.00%
0 out of 1
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Schwab US Mid-Cap ETF (SCHM) ETF: Historical Returns page.