Schwab US REIT ETF (SCHH): Rolling Returns

Time Period: from February 2011 to October 2024 (~14 years)
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When holding the Schwab US REIT ETF (SCHH) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~14 years), the longest duration with a negative return was 88 months (from July 2016 to October 2023).

This indicates that, within the same timeframe, any rolling period of 89 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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
Time Period: 1 November 2014 - 31 October 2024 (10 Years)
Time Period: 1 February 2011 - 31 October 2024 (~14 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

SCHWAB US REIT ETF (SCHH) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 February 2011 - 31 October 2024 (~14 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-25.93%
Nov 2019 - Oct 2020
+6.46% +46.03%
Nov 2020 - Oct 2021
27.92%
43 out of 154
-29.51%
Jan 2022 - Dec 2022
+4.40% +37.48%
Nov 2020 - Oct 2021
33.12%
51 out of 154
-13.79%
Nov 2021 - Oct 2023
+6.92% +26.11%
Apr 2020 - Mar 2022
21.83%
31 out of 142
-18.27%
Nov 2021 - Oct 2023
+4.18% +19.48%
Apr 2020 - Mar 2022
30.99%
44 out of 142
-5.11%
Oct 2019 - Sep 2022
+6.21% +17.04%
Dec 2011 - Nov 2014
15.38%
20 out of 130
-9.58%
Oct 2019 - Sep 2022
+3.80% +15.40%
Dec 2011 - Nov 2014
32.31%
42 out of 130
-5.31%
Nov 2019 - Oct 2023
+6.76% +15.06%
Feb 2011 - Jan 2015
16.10%
19 out of 118
-9.45%
Nov 2019 - Oct 2023
+4.54% +13.57%
Oct 2011 - Sep 2015
27.97%
33 out of 118
-1.50%
Apr 2015 - Mar 2020
+5.23% +15.44%
Oct 2011 - Sep 2016
3.77%
4 out of 106
-4.57%
May 2019 - Apr 2024
+2.97% +14.01%
Oct 2011 - Sep 2016
27.36%
29 out of 106
+0.00%
Nov 2017 - Oct 2023
+5.87% +12.53%
Oct 2011 - Sep 2017
0.00%
0 out of 94
-3.61%
Nov 2017 - Oct 2023
+3.28% +10.97%
Oct 2011 - Sep 2017
28.72%
27 out of 94
+0.14%
Oct 2016 - Sep 2023
+5.61% +11.35%
Oct 2011 - Sep 2018
0.00%
0 out of 82
-3.27%
Oct 2016 - Sep 2023
+3.17% +9.66%
Oct 2011 - Sep 2018
24.39%
20 out of 82
+1.05%
Nov 2015 - Oct 2023
+4.91% +11.97%
Oct 2011 - Sep 2019
0.00%
0 out of 70
-2.15%
Nov 2015 - Oct 2023
+3.23% +10.25%
Oct 2011 - Sep 2019
22.86%
16 out of 70
+1.69%
Nov 2014 - Oct 2023
+5.46% +9.36%
Feb 2011 - Jan 2020
0.00%
0 out of 58
-1.19%
Nov 2014 - Oct 2023
+3.46% +7.47%
Feb 2011 - Jan 2020
12.07%
7 out of 58
+3.41%
Nov 2013 - Oct 2023
+5.66% +9.77%
Jan 2012 - Dec 2021
0.00%
0 out of 46
+0.61%
Nov 2013 - Oct 2023
+2.95% +7.64%
Oct 2011 - Sep 2021
0.00%
0 out of 46
+3.40%
May 2013 - Apr 2024
+5.57% +8.55%
Feb 2011 - Jan 2022
0.00%
0 out of 34
+0.61%
May 2013 - Apr 2024
+2.83% +6.17%
Feb 2011 - Jan 2022
0.00%
0 out of 34
+4.48%
May 2012 - Apr 2024
+5.66% +6.82%
Feb 2011 - Jan 2023
0.00%
0 out of 22
+1.80%
May 2012 - Apr 2024
+3.03% +4.13%
Feb 2011 - Jan 2023
0.00%
0 out of 22
+4.91%
May 2011 - Apr 2024
+5.97% +8.22%
Oct 2011 - Sep 2024
0.00%
0 out of 10
+2.25%
May 2011 - Apr 2024
+3.26% +5.52%
Oct 2011 - Sep 2024
0.00%
0 out of 10
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