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.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 1 Year (12 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 6 Years (72 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 7 Years (84 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 8 Years (96 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 9 Years (108 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 10 Years (120 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 11 Years (132 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 12 Years (144 months)
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 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 13 Years (156 months)
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 |
Loading data
Please wait
Loading data
Please wait
To obtain comprehensive information, please consult the Schwab US REIT ETF (SCHH) ETF: Historical Returns page.