Consolidated Returns as of 30 June 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.45% |
+78.84%
Apr 2020 - Mar 2021 |
-22.54%
Apr 2019 - Mar 2020 |
24.67%
37 out of 150 |
US Inflation Adjusted | +10.07% |
+74.28%
Apr 2020 - Mar 2021 |
-25.86%
Oct 2021 - Sep 2022 |
28.00%
42 out of 150 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.05% |
+35.89%
Apr 2020 - Mar 2022 |
-9.57%
Nov 2021 - Oct 2023 |
13.04%
18 out of 138 |
US Inflation Adjusted | +7.62% |
+28.75%
Apr 2020 - Mar 2022 |
-14.27%
Nov 2021 - Oct 2023 |
18.12%
25 out of 138 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.57% |
+24.05%
Oct 2011 - Sep 2014 |
-2.33%
Apr 2017 - Mar 2020 |
0.79%
1 out of 126 |
US Inflation Adjusted | +8.41% |
+22.13%
Oct 2011 - Sep 2014 |
-4.42%
May 2021 - Apr 2024 |
9.52%
12 out of 126 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.16% |
+19.67%
Apr 2020 - Mar 2024 |
+2.45%
Apr 2016 - Mar 2020 |
0.00%
0 out of 114 |
US Inflation Adjusted | +8.92% |
+16.74%
Oct 2011 - Sep 2015 |
-1.38%
Oct 2018 - Sep 2022 |
1.75%
2 out of 114 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.86% |
+17.18%
Oct 2011 - Sep 2016 |
+1.05%
Apr 2015 - Mar 2020 |
0.00%
0 out of 102 |
US Inflation Adjusted | +7.85% |
+15.73%
Oct 2011 - Sep 2016 |
-0.75%
Apr 2015 - Mar 2020 |
0.98%
1 out of 102 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.79% |
+17.12%
Oct 2011 - Sep 2017 |
+3.00%
Apr 2014 - Mar 2020 |
0.00%
0 out of 90 |
US Inflation Adjusted | +8.84% |
+15.49%
Oct 2011 - Sep 2017 |
+1.48%
Apr 2014 - Mar 2020 |
0.00%
0 out of 90 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.81% |
+17.10%
Oct 2011 - Sep 2018 |
+5.79%
Apr 2013 - Mar 2020 |
0.00%
0 out of 78 |
US Inflation Adjusted | +8.47% |
+15.33%
Oct 2011 - Sep 2018 |
+3.97%
Jul 2015 - Jun 2022 |
0.00%
0 out of 78 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.89% |
+14.71%
Oct 2011 - Sep 2019 |
+6.82%
Jun 2015 - May 2023 |
0.00%
0 out of 66 |
US Inflation Adjusted | +8.51% |
+12.95%
Oct 2011 - Sep 2019 |
+3.58%
Jun 2015 - May 2023 |
0.00%
0 out of 66 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.41% |
+15.12%
Jun 2012 - May 2021 |
+6.71%
Apr 2011 - Mar 2020 |
0.00%
0 out of 54 |
US Inflation Adjusted | +7.02% |
+13.09%
Jun 2012 - May 2021 |
+3.94%
Nov 2014 - Oct 2023 |
0.00%
0 out of 54 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.97% |
+15.39%
Oct 2011 - Sep 2021 |
+7.55%
Nov 2013 - Oct 2023 |
0.00%
0 out of 42 |
US Inflation Adjusted | +8.18% |
+13.22%
Oct 2011 - Sep 2021 |
+4.63%
Nov 2013 - Oct 2023 |
0.00%
0 out of 42 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.73% |
+11.99%
Feb 2011 - Jan 2022 |
+9.64%
Jul 2011 - Jun 2022 |
0.00%
0 out of 30 |
US Inflation Adjusted | +7.94% |
+9.53%
Feb 2011 - Jan 2022 |
+6.96%
May 2013 - Apr 2024 |
0.00%
0 out of 30 |
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Annualized Rolling Returns - 12 Years (144 months)
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 18 |
US Inflation Adjusted | +8.08% |
+9.01%
Oct 2011 - Sep 2023 |
+6.41%
Jun 2011 - May 2023 |
0.00%
0 out of 18 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.18% |
+10.54%
Apr 2011 - Mar 2024 |
+9.74%
May 2011 - Apr 2024 |
0.00%
0 out of 6 |
US Inflation Adjusted | +7.41% |
+7.72%
Apr 2011 - Mar 2024 |
+6.95%
May 2011 - Apr 2024 |
0.00%
0 out of 6 |
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To obtain comprehensive information, please consult the Schwab US Mid-Cap ETF (SCHM) ETF: Historical Returns page.