When holding the SPDR Dow Jones REIT ETF (RWR) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~23 years), the longest duration with a negative return was 91 months (from September 2001 to March 2009).
This indicates that, within the same timeframe, any rolling period of 92 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.
SPDR Dow Jones REIT ETF (RWR) ETF: Historical Returns
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
Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
Loading data
Please wait
Loading data
Please wait
Worst | Median | Best | Negative Periods |
---|---|---|---|
-60.22%
Apr 2008 - Mar 2009 |
+10.29% |
+112.29%
Apr 2009 - Mar 2010 |
25.56%
69 out of 270 |
-60.04%
Apr 2008 - Mar 2009 |
+7.74% |
+107.54%
Apr 2009 - Mar 2010 |
31.11%
84 out of 270 |
-44.90%
Mar 2007 - Feb 2009 |
+9.28% |
+66.38%
Mar 2009 - Feb 2011 |
22.48%
58 out of 258 |
-46.01%
Mar 2007 - Feb 2009 |
+7.25% |
+62.90%
Mar 2009 - Feb 2011 |
27.91%
72 out of 258 |
-26.92%
Apr 2006 - Mar 2009 |
+8.26% |
+43.93%
Apr 2009 - Mar 2012 |
18.70%
46 out of 246 |
-28.42%
Apr 2006 - Mar 2009 |
+5.83% |
+40.42%
Apr 2009 - Mar 2012 |
28.05%
69 out of 246 |
-14.80%
Mar 2005 - Feb 2009 |
+7.95% |
+35.74%
Mar 2009 - Feb 2013 |
20.94%
49 out of 234 |
-16.91%
Mar 2005 - Feb 2009 |
+5.39% |
+32.69%
Mar 2009 - Feb 2013 |
29.06%
68 out of 234 |
-9.41%
Apr 2004 - Mar 2009 |
+5.94% |
+29.15%
Mar 2009 - Feb 2014 |
11.71%
26 out of 222 |
-11.69%
Apr 2004 - Mar 2009 |
+3.94% |
+26.54%
Mar 2009 - Feb 2014 |
31.53%
70 out of 222 |
-1.69%
Mar 2003 - Feb 2009 |
+6.02% |
+28.24%
Mar 2009 - Feb 2015 |
1.90%
4 out of 210 |
-4.07%
Mar 2003 - Feb 2009 |
+3.51% |
+26.09%
Mar 2009 - Feb 2015 |
17.14%
36 out of 210 |
-1.91%
Apr 2002 - Mar 2009 |
+6.75% |
+24.28%
Apr 2009 - Mar 2016 |
1.01%
2 out of 198 |
-4.32%
Apr 2002 - Mar 2009 |
+4.53% |
+22.28%
Apr 2009 - Mar 2016 |
14.65%
29 out of 198 |
+1.75%
Nov 2015 - Oct 2023 |
+7.38% |
+22.04%
Mar 2009 - Feb 2017 |
0.00%
0 out of 186 |
-1.47%
Nov 2015 - Oct 2023 |
+5.07% |
+19.96%
Mar 2009 - Feb 2017 |
5.38%
10 out of 186 |
+2.28%
Nov 2014 - Oct 2023 |
+7.35% |
+18.02%
Apr 2009 - Mar 2018 |
0.00%
0 out of 174 |
-0.61%
Nov 2014 - Oct 2023 |
+5.42% |
+15.93%
Apr 2009 - Mar 2018 |
1.15%
2 out of 174 |
+3.49%
Feb 2007 - Jan 2017 |
+7.36% |
+18.24%
Mar 2009 - Feb 2019 |
0.00%
0 out of 162 |
+0.75%
Feb 2015 - Jan 2025 |
+5.50% |
+16.19%
Mar 2009 - Feb 2019 |
0.00%
0 out of 162 |
+2.71%
Mar 2007 - Feb 2018 |
+7.85% |
+16.50%
Mar 2009 - Feb 2020 |
0.00%
0 out of 150 |
+0.85%
Mar 2007 - Feb 2018 |
+5.87% |
+14.42%
Mar 2009 - Feb 2020 |
0.00%
0 out of 150 |
+3.62%
Jan 2007 - Dec 2018 |
+7.26% |
+15.18%
Apr 2009 - Mar 2021 |
0.00%
0 out of 138 |
+1.75%
Jan 2007 - Dec 2018 |
+5.36% |
+13.09%
Apr 2009 - Mar 2021 |
0.00%
0 out of 138 |
+2.02%
Apr 2007 - Mar 2020 |
+7.54% |
+16.02%
Apr 2009 - Mar 2022 |
0.00%
0 out of 126 |
+0.24%
Apr 2007 - Mar 2020 |
+5.33% |
+13.35%
Apr 2009 - Mar 2022 |
0.00%
0 out of 126 |
+2.75%
Nov 2006 - Oct 2020 |
+7.94% |
+13.33%
Mar 2009 - Feb 2023 |
0.00%
0 out of 114 |
+0.91%
Nov 2006 - Oct 2020 |
+5.45% |
+10.54%
Mar 2009 - Feb 2023 |
0.00%
0 out of 114 |
+3.88%
Oct 2007 - Sep 2022 |
+8.18% |
+12.77%
Mar 2009 - Feb 2024 |
0.00%
0 out of 102 |
+1.47%
Oct 2007 - Sep 2022 |
+5.96% |
+9.95%
Mar 2009 - Feb 2024 |
0.00%
0 out of 102 |
+3.42%
Nov 2007 - Oct 2023 |
+6.79% |
+11.07%
Dec 2008 - Nov 2024 |
0.00%
0 out of 90 |
+0.96%
Nov 2007 - Oct 2023 |
+4.73% |
+8.37%
Dec 2008 - Nov 2024 |
0.00%
0 out of 90 |
+3.13%
Nov 2006 - Oct 2023 |
+7.41% |
+10.73%
Nov 2002 - Oct 2019 |
0.00%
0 out of 78 |
+0.60%
Nov 2006 - Oct 2023 |
+5.23% |
+8.47%
Nov 2002 - Oct 2019 |
0.00%
0 out of 78 |
+3.94%
Feb 2007 - Jan 2025 |
+7.50% |
+10.44%
Nov 2001 - Oct 2019 |
0.00%
0 out of 66 |
+1.37%
Feb 2007 - Jan 2025 |
+5.29% |
+8.19%
Nov 2001 - Oct 2019 |
0.00%
0 out of 66 |
+5.45%
Feb 2006 - Jan 2025 |
+7.38% |
+10.44%
Jan 2003 - Dec 2021 |
0.00%
0 out of 54 |
+2.87%
Feb 2006 - Jan 2025 |
+4.72% |
+7.94%
Jan 2003 - Dec 2021 |
0.00%
0 out of 54 |
+6.20%
Jan 2005 - Dec 2024 |
+7.87% |
+10.09%
Nov 2001 - Oct 2021 |
0.00%
0 out of 42 |
+3.55%
Jan 2005 - Dec 2024 |
+5.17% |
+7.68%
Nov 2001 - Oct 2021 |
0.00%
0 out of 42 |
SPDR Dow Jones REIT ETF (RWR) ETF: Historical Returns