Schwab US REIT ETF (SCHH): Rolling Returns

Data Source: from February 2011 to June 2024 (~13 years)
Consolidated Returns as of 30 June 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 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 February 2011 - 30 June 2024 (~13 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.19% +46.03%
Nov 2020 - Oct 2021
-25.93%
Nov 2019 - Oct 2020
28.67%
43 out of 150
US Inflation Adjusted +4.09% +37.48%
Nov 2020 - Oct 2021
-29.51%
Jan 2022 - Dec 2022
34.00%
51 out of 150
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.92% +26.11%
Apr 2020 - Mar 2022
-13.79%
Nov 2021 - Oct 2023
21.74%
30 out of 138
US Inflation Adjusted +4.18% +19.48%
Apr 2020 - Mar 2022
-18.27%
Nov 2021 - Oct 2023
31.16%
43 out of 138
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.50% +17.04%
Dec 2011 - Nov 2014
-5.11%
Oct 2019 - Sep 2022
14.29%
18 out of 126
US Inflation Adjusted +3.83% +15.40%
Dec 2011 - Nov 2014
-9.58%
Oct 2019 - Sep 2022
30.16%
38 out of 126
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.62% +15.06%
Feb 2011 - Jan 2015
-5.31%
Nov 2019 - Oct 2023
16.67%
19 out of 114
US Inflation Adjusted +4.54% +13.57%
Oct 2011 - Sep 2015
-9.45%
Nov 2019 - Oct 2023
28.95%
33 out of 114
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.85% +15.44%
Oct 2011 - Sep 2016
-1.50%
Apr 2015 - Mar 2020
3.92%
4 out of 102
US Inflation Adjusted +3.29% +14.01%
Oct 2011 - Sep 2016
-4.57%
May 2019 - Apr 2024
24.51%
25 out of 102
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.41% +12.53%
Oct 2011 - Sep 2017
+0.00%
Nov 2017 - Oct 2023
0.00%
0 out of 90
US Inflation Adjusted +3.71% +10.97%
Oct 2011 - Sep 2017
-3.61%
Nov 2017 - Oct 2023
27.78%
25 out of 90
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.70% +11.35%
Oct 2011 - Sep 2018
+0.14%
Oct 2016 - Sep 2023
0.00%
0 out of 78
US Inflation Adjusted +3.68% +9.66%
Oct 2011 - Sep 2018
-3.27%
Oct 2016 - Sep 2023
24.36%
19 out of 78
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.13% +11.97%
Oct 2011 - Sep 2019
+1.05%
Nov 2015 - Oct 2023
0.00%
0 out of 66
US Inflation Adjusted +3.30% +10.25%
Oct 2011 - Sep 2019
-2.15%
Nov 2015 - Oct 2023
21.21%
14 out of 66
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.79% +9.36%
Feb 2011 - Jan 2020
+1.69%
Nov 2014 - Oct 2023
0.00%
0 out of 54
US Inflation Adjusted +3.75% +7.47%
Feb 2011 - Jan 2020
-1.19%
Nov 2014 - Oct 2023
12.96%
7 out of 54
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.94% +9.77%
Jan 2012 - Dec 2021
+3.41%
Nov 2013 - Oct 2023
0.00%
0 out of 42
US Inflation Adjusted +3.15% +7.64%
Oct 2011 - Sep 2021
+0.61%
Nov 2013 - Oct 2023
0.00%
0 out of 42
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.23% +8.55%
Feb 2011 - Jan 2022
+3.40%
May 2013 - Apr 2024
0.00%
0 out of 30
US Inflation Adjusted +2.61% +6.17%
Feb 2011 - Jan 2022
+0.61%
May 2013 - Apr 2024
0.00%
0 out of 30
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.65% +6.82%
Feb 2011 - Jan 2023
+4.48%
May 2012 - Apr 2024
0.00%
0 out of 18
US Inflation Adjusted +3.02% +4.13%
Feb 2011 - Jan 2023
+1.80%
May 2012 - Apr 2024
0.00%
0 out of 18
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.66% +6.02%
Apr 2011 - Mar 2024
+4.91%
May 2011 - Apr 2024
0.00%
0 out of 6
US Inflation Adjusted +3.00% +3.32%
Apr 2011 - Mar 2024
+2.25%
May 2011 - Apr 2024
0.00%
0 out of 6
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the Schwab US REIT ETF (SCHH) ETF: Historical Returns page.