Schwab US REIT ETF (SCHH): Rolling Returns

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

Holding the Schwab US REIT ETF (SCHH) 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 88 months (from July 2016 to October 2023).

This means that every rolling period of 89 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Schwab US REIT ETF (SCHH) 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 REIT ETF (SCHH) 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 -25.93 11/2019
10/2020
0.74$ -15.26 0.84$ 4.01 1.04$ 22.89 1.22$ 46.03 11/2020
10/2021
1.46$ -3.74 37.61%
2Y -13.79 11/2021
10/2023
0.74$ -3.97 0.92$ 5.05 1.10$ 10.55 1.22$ 26.11 04/2020
03/2022
1.59$ -7.18 26.80%
3Y -5.11 10/2019
09/2022
0.85$ -0.77 0.97$ 5.24 1.16$ 7.74 1.25$ 13.89 01/2019
12/2021
1.47$ 3.87 17.65%
4Y -5.31 11/2019
10/2023
0.80$ -1.29 0.94$ 4.87 1.20$ 7.85 1.35$ 9.66 04/2018
03/2022
1.44$ -1.29 26.03%
5Y -1.50 04/2015
03/2020
0.92$ 1.10 1.05$ 3.93 1.21$ 7.49 1.43$ 9.62 10/2014
09/2019
1.58$ 1.03 4.92%
6Y 0.00 11/2017
10/2023
1.00$ 1.43 1.08$ 2.80 1.18$ 6.55 1.46$ 9.56 02/2014
01/2020
1.72$ 2.63 0.00%
7Y 0.14 10/2016
09/2023
1.00$ 1.38 1.10$ 4.89 1.39$ 6.56 1.55$ 7.23 01/2015
12/2021
1.62$ 2.32 0.00%
8Y 1.05 11/2015
10/2023
1.08$ 2.45 1.21$ 3.36 1.30$ 6.01 1.59$ 8.40 02/2014
01/2022
1.90$ 3.23 0.00%
9Y 1.69 11/2014
10/2023
1.16$ 2.16 1.21$ 3.47 1.35$ 4.52 1.48$ 6.12 02/2014
01/2023
1.70$ 2.16 0.00%
10Y 5.09 02/2014
01/2024
1.64$ 5.09 1.64$ 5.09 1.64$ 5.09 1.64$ 5.09 02/2014
01/2024
1.64$ 5.09 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 -29.51 01/2022
12/2022
0.70$ -17.44 0.82$ 1.67 1.01$ 20.11 1.20$ 37.48 11/2020
10/2021
1.37$ -6.64 43.12%
2Y -18.27 11/2021
10/2023
0.66$ -6.50 0.87$ 1.49 1.03$ 8.14 1.16$ 19.48 04/2020
03/2022
1.42$ -11.36 39.18%
3Y -9.58 10/2019
09/2022
0.73$ -3.39 0.90$ 2.22 1.06$ 5.75 1.18$ 10.54 02/2014
01/2017
1.35$ -1.70 38.82%
4Y -9.45 11/2019
10/2023
0.67$ -4.72 0.82$ 2.83 1.11$ 5.47 1.23$ 7.36 02/2014
01/2018
1.32$ -5.61 42.47%
5Y -4.40 11/2018
10/2023
0.79$ -2.52 0.88$ 0.82 1.04$ 5.79 1.32$ 7.95 10/2014
09/2019
1.46$ -3.01 32.79%
6Y -3.61 11/2017
10/2023
0.80$ -1.86 0.89$ 0.69 1.04$ 3.91 1.25$ 7.83 02/2014
01/2020
1.57$ -1.04 44.90%
7Y -3.27 10/2016
09/2023
0.79$ -1.98 0.86$ 2.05 1.15$ 4.43 1.35$ 5.15 08/2014
07/2021
1.42$ -1.13 37.84%
8Y -2.15 11/2015
10/2023
0.84$ -0.72 0.94$ 0.08 1.00$ 3.30 1.29$ 5.95 02/2014
01/2022
1.58$ -0.13 40.00%
9Y -1.19 11/2014
10/2023
0.89$ -0.94 0.91$ 0.55 1.05$ 1.71 1.16$ 3.28 02/2014
01/2023
1.33$ -0.94 23.08%
10Y 2.24 02/2014
01/2024
1.24$ 2.24 1.24$ 2.24 1.24$ 2.24 1.24$ 2.24 02/2014
01/2024
1.24$ 2.24 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 -25.93 11/2019
10/2020
0.74$ -9.97 0.90$ 6.37 1.06$ 21.54 1.21$ 46.03 11/2020
10/2021
1.46$ -3.74 28.97%
2Y -13.79 11/2021
10/2023
0.74$ -2.27 0.95$ 7.35 1.15$ 12.88 1.27$ 26.11 04/2020
03/2022
1.59$ -7.18 19.55%
3Y -5.11 10/2019
09/2022
0.85$ 0.40 1.01$ 6.86 1.22$ 11.83 1.39$ 17.04 12/2011
11/2014
1.60$ 3.87 12.40%
4Y -5.31 11/2019
10/2023
0.80$ -0.54 0.97$ 6.76 1.29$ 10.80 1.50$ 15.06 02/2011
01/2015
1.75$ -1.29 17.43%
5Y -1.50 04/2015
03/2020
0.92$ 1.70 1.08$ 6.39 1.36$ 9.78 1.59$ 15.44 10/2011
09/2016
2.05$ 1.03 3.09%
6Y 0.00 11/2017
10/2023
1.00$ 2.01 1.12$ 6.55 1.46$ 9.56 1.72$ 12.53 10/2011
09/2017
2.03$ 2.63 0.00%
7Y 0.14 10/2016
09/2023
1.00$ 2.32 1.17$ 6.03 1.50$ 8.78 1.80$ 11.35 10/2011
09/2018
2.12$ 2.32 0.00%
8Y 1.05 11/2015
10/2023
1.08$ 2.96 1.26$ 5.70 1.55$ 9.01 1.99$ 11.97 10/2011
09/2019
2.47$ 3.23 0.00%
9Y 1.69 11/2014
10/2023
1.16$ 3.47 1.35$ 6.12 1.70$ 7.68 1.94$ 9.36 02/2011
01/2020
2.23$ 2.16 0.00%
10Y 3.41 11/2013
10/2023
1.39$ 4.73 1.58$ 6.03 1.79$ 8.19 2.19$ 9.77 01/2012
12/2021
2.54$ 5.09 0.00%
11Y 3.99 11/2012
10/2023
1.53$ 4.77 1.66$ 6.02 1.90$ 7.22 2.15$ 8.55 02/2011
01/2022
2.46$ 4.77 0.00%
12Y 4.77 11/2011
10/2023
1.75$ 4.90 1.77$ 5.87 1.98$ 6.25 2.07$ 6.82 02/2011
01/2023
2.20$ 5.47 0.00%
13Y 5.97 02/2011
01/2024
2.12$ 5.97 2.12$ 5.97 2.12$ 5.97 2.12$ 5.97 02/2011
01/2024
2.12$ 5.97 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 -29.51 01/2022
12/2022
0.70$ -13.81 0.86$ 4.40 1.04$ 19.09 1.19$ 37.48 11/2020
10/2021
1.37$ -6.64 34.48%
2Y -18.27 11/2021
10/2023
0.66$ -4.75 0.90$ 4.58 1.09$ 11.48 1.24$ 19.48 04/2020
03/2022
1.42$ -11.36 28.57%
3Y -9.58 10/2019
09/2022
0.73$ -2.80 0.91$ 4.24 1.13$ 10.54 1.35$ 15.40 12/2011
11/2014
1.53$ -1.70 27.27%
4Y -9.45 11/2019
10/2023
0.67$ -3.79 0.85$ 4.57 1.19$ 9.30 1.42$ 13.57 10/2011
09/2015
1.66$ -5.61 28.44%
5Y -4.40 11/2018
10/2023
0.79$ -0.99 0.95$ 4.07 1.22$ 8.15 1.47$ 14.01 10/2011
09/2016
1.92$ -3.01 20.62%
6Y -3.61 11/2017
10/2023
0.80$ -1.48 0.91$ 3.92 1.25$ 7.94 1.58$ 10.97 10/2011
09/2017
1.86$ -1.04 25.88%
7Y -3.27 10/2016
09/2023
0.79$ -1.00 0.93$ 4.21 1.33$ 7.10 1.61$ 9.66 10/2011
09/2018
1.90$ -1.13 19.18%
8Y -2.15 11/2015
10/2023
0.84$ -0.18 0.98$ 3.73 1.34$ 7.18 1.74$ 10.25 10/2011
09/2019
2.18$ -0.13 16.39%
9Y -1.19 11/2014
10/2023
0.89$ 0.55 1.05$ 3.89 1.41$ 5.82 1.66$ 7.47 02/2011
01/2020
1.91$ -0.94 6.12%
10Y 0.61 11/2013
10/2023
1.06$ 1.95 1.21$ 3.41 1.39$ 5.98 1.78$ 7.64 10/2011
09/2021
2.08$ 2.24 0.00%
11Y 1.34 11/2012
10/2023
1.15$ 2.04 1.24$ 3.42 1.44$ 4.64 1.64$ 6.17 02/2011
01/2022
1.93$ 2.04 0.00%
12Y 2.15 11/2011
10/2023
1.29$ 2.31 1.31$ 3.23 1.46$ 3.59 1.52$ 4.13 02/2011
01/2023
1.62$ 2.80 0.00%
13Y 3.26 02/2011
01/2024
1.51$ 3.26 1.51$ 3.26 1.51$ 3.26 1.51$ 3.26 02/2011
01/2024
1.51$ 3.26 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 +6.37% +46.03%
Nov 2020 - Oct 2021
-25.93%
Nov 2019 - Oct 2020
28.97%
42 out of 145
US Inflation Adjusted +4.40% +37.48%
Nov 2020 - Oct 2021
-29.51%
Jan 2022 - Dec 2022
34.48%
50 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 +7.35% +26.11%
Apr 2020 - Mar 2022
-13.79%
Nov 2021 - Oct 2023
19.55%
26 out of 133
US Inflation Adjusted +4.58% +19.48%
Apr 2020 - Mar 2022
-18.27%
Nov 2021 - Oct 2023
28.57%
38 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 +6.86% +17.04%
Dec 2011 - Nov 2014
-5.11%
Oct 2019 - Sep 2022
12.40%
15 out of 121
US Inflation Adjusted +4.24% +15.40%
Dec 2011 - Nov 2014
-9.58%
Oct 2019 - Sep 2022
27.27%
33 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 +6.76% +15.06%
Feb 2011 - Jan 2015
-5.31%
Nov 2019 - Oct 2023
17.43%
19 out of 109
US Inflation Adjusted +4.57% +13.57%
Oct 2011 - Sep 2015
-9.45%
Nov 2019 - Oct 2023
28.44%
31 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 +6.39% +15.44%
Oct 2011 - Sep 2016
-1.50%
Apr 2015 - Mar 2020
3.09%
3 out of 97
US Inflation Adjusted +4.07% +14.01%
Oct 2011 - Sep 2016
-4.40%
Nov 2018 - Oct 2023
20.62%
20 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 +6.55% +12.53%
Oct 2011 - Sep 2017
+0.00%
Nov 2017 - Oct 2023
0.00%
0 out of 85
US Inflation Adjusted +3.92% +10.97%
Oct 2011 - Sep 2017
-3.61%
Nov 2017 - Oct 2023
25.88%
22 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 +6.03% +11.35%
Oct 2011 - Sep 2018
+0.14%
Oct 2016 - Sep 2023
0.00%
0 out of 73
US Inflation Adjusted +4.21% +9.66%
Oct 2011 - Sep 2018
-3.27%
Oct 2016 - Sep 2023
19.18%
14 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 +5.70% +11.97%
Oct 2011 - Sep 2019
+1.05%
Nov 2015 - Oct 2023
0.00%
0 out of 61
US Inflation Adjusted +3.73% +10.25%
Oct 2011 - Sep 2019
-2.15%
Nov 2015 - Oct 2023
16.39%
10 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 +6.12% +9.36%
Feb 2011 - Jan 2020
+1.69%
Nov 2014 - Oct 2023
0.00%
0 out of 49
US Inflation Adjusted +3.89% +7.47%
Feb 2011 - Jan 2020
-1.19%
Nov 2014 - Oct 2023
6.12%
3 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 +6.03% +9.77%
Jan 2012 - Dec 2021
+3.41%
Nov 2013 - Oct 2023
0.00%
0 out of 37
US Inflation Adjusted +3.41% +7.64%
Oct 2011 - Sep 2021
+0.61%
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 +6.02% +8.55%
Feb 2011 - Jan 2022
+3.99%
Nov 2012 - Oct 2023
0.00%
0 out of 25
US Inflation Adjusted +3.42% +6.17%
Feb 2011 - Jan 2022
+1.34%
Nov 2012 - Oct 2023
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 +5.87% +6.82%
Feb 2011 - Jan 2023
+4.77%
Nov 2011 - Oct 2023
0.00%
0 out of 13
US Inflation Adjusted +3.23% +4.13%
Feb 2011 - Jan 2023
+2.15%
Nov 2011 - Oct 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 +5.97% +5.97%
Feb 2011 - Jan 2024
+5.97%
Feb 2011 - Jan 2024
0.00%
0 out of 1
US Inflation Adjusted +3.26% +3.26%
Feb 2011 - Jan 2024
+3.26%
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 REIT ETF (SCHH) ETF: Historical Returns page.