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

Data Source: from February 2011 to March 2024 (~13 years)
Consolidated Returns as of 31 March 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 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 February 2011 - 31 March 2024 (~13 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.45% +78.84%
Apr 2020 - Mar 2021 		-22.54%
Apr 2019 - Mar 2020 		25.17%
37 out of 147
US Inflation Adjusted +10.07% +74.28%
Apr 2020 - Mar 2021 		-25.86%
Oct 2021 - Sep 2022 		28.57%
42 out of 147
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 +10.38% +35.89%
Apr 2020 - Mar 2022 		-9.57%
Nov 2021 - Oct 2023 		13.33%
18 out of 135
US Inflation Adjusted +7.78% +28.75%
Apr 2020 - Mar 2022 		-14.26%
Nov 2021 - Oct 2023 		18.52%
25 out of 135
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 +10.66% +24.05%
Oct 2011 - Sep 2014 		-2.33%
Apr 2017 - Mar 2020 		0.81%
1 out of 123
US Inflation Adjusted +8.46% +22.13%
Oct 2011 - Sep 2014 		-4.17%
Apr 2017 - Mar 2020 		7.32%
9 out of 123
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 +11.13% +19.67%
Apr 2020 - Mar 2024 		+2.45%
Apr 2016 - Mar 2020 		0.00%
0 out of 111
US Inflation Adjusted +9.25% +16.74%
Oct 2011 - Sep 2015 		-1.38%
Oct 2018 - Sep 2022 		1.80%
2 out of 111
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 +9.88% +17.18%
Oct 2011 - Sep 2016 		+1.05%
Apr 2015 - Mar 2020 		0.00%
0 out of 99
US Inflation Adjusted +8.04% +15.73%
Oct 2011 - Sep 2016 		-0.75%
Apr 2015 - Mar 2020 		1.01%
1 out of 99
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 +10.92% +17.12%
Oct 2011 - Sep 2017 		+3.00%
Apr 2014 - Mar 2020 		0.00%
0 out of 87
US Inflation Adjusted +9.01% +15.49%
Oct 2011 - Sep 2017 		+1.48%
Apr 2014 - Mar 2020 		0.00%
0 out of 87
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 +11.02% +17.10%
Oct 2011 - Sep 2018 		+5.79%
Apr 2013 - Mar 2020 		0.00%
0 out of 75
US Inflation Adjusted +8.74% +15.33%
Oct 2011 - Sep 2018 		+3.97%
Jul 2015 - Jun 2022 		0.00%
0 out of 75
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 63
US Inflation Adjusted +9.10% +12.95%
Oct 2011 - Sep 2019 		+3.58%
Jun 2015 - May 2023 		0.00%
0 out of 63
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 +9.85% +15.12%
Jun 2012 - May 2021 		+6.71%
Apr 2011 - Mar 2020 		0.00%
0 out of 51
US Inflation Adjusted +7.70% +13.09%
Jun 2012 - May 2021 		+3.94%
Nov 2014 - Oct 2023 		0.00%
0 out of 51
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 +11.38% +15.39%
Oct 2011 - Sep 2021 		+7.55%
Nov 2013 - Oct 2023 		0.00%
0 out of 39
US Inflation Adjusted +8.62% +13.22%
Oct 2011 - Sep 2021 		+4.63%
Nov 2013 - Oct 2023 		0.00%
0 out of 39
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 +11.02% +11.99%
Feb 2011 - Jan 2022 		+9.64%
Jul 2011 - Jun 2022 		0.00%
0 out of 27
US Inflation Adjusted +8.23% +9.53%
Feb 2011 - Jan 2022 		+6.97%
Jul 2011 - Jun 2022 		0.00%
0 out of 27
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 +10.83% +11.81%
Oct 2011 - Sep 2023 		+9.11%
Jun 2011 - May 2023 		0.00%
0 out of 15
US Inflation Adjusted +8.08% +9.01%
Oct 2011 - Sep 2023 		+6.41%
Jun 2011 - May 2023 		0.00%
0 out of 15
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 +10.33% +10.54%
Apr 2011 - Mar 2024 		+10.26%
Feb 2011 - Jan 2024 		0.00%
0 out of 3
US Inflation Adjusted +7.50% +7.72%
Apr 2011 - Mar 2024 		+7.44%
Feb 2011 - Jan 2024 		0.00%
0 out of 3
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.