Consolidated Returns as of 31 March 2024
Holding the SPDR Portfolio Emerging Markets ETF (SPEM) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~17 years), the longest period with a negative return lasted 151 months (from November 2007 to May 2020).
This means that every rolling period of 152 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Portfolio Emerging Markets ETF (SPEM) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.12% |
+92.81%
Mar 2009 - Feb 2010 |
-54.29%
Nov 2007 - Oct 2008 |
41.97%
81 out of 193 |
US Inflation Adjusted | +2.72% |
+88.75%
Mar 2009 - Feb 2010 |
-55.94%
Nov 2007 - Oct 2008 |
46.63%
90 out of 193 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.16% |
+52.88%
Mar 2009 - Feb 2011 |
-17.55%
Apr 2007 - Mar 2009 |
45.86%
83 out of 181 |
US Inflation Adjusted | -0.35% |
+49.68%
Mar 2009 - Feb 2011 |
-18.96%
Apr 2007 - Mar 2009 |
52.49%
95 out of 181 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.70% |
+32.16%
Mar 2009 - Feb 2012 |
-8.46%
Feb 2013 - Jan 2016 |
23.08%
39 out of 169 |
US Inflation Adjusted | +1.60% |
+29.08%
Mar 2009 - Feb 2012 |
-9.85%
Feb 2021 - Jan 2024 |
37.28%
63 out of 169 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.02% |
+22.84%
Mar 2009 - Feb 2013 |
-6.09%
Mar 2012 - Feb 2016 |
17.20%
27 out of 157 |
US Inflation Adjusted | +0.69% |
+20.08%
Mar 2009 - Feb 2013 |
-7.00%
Mar 2012 - Feb 2016 |
43.31%
68 out of 157 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.43% |
+16.51%
Mar 2009 - Feb 2014 |
-5.14%
Mar 2011 - Feb 2016 |
18.62%
27 out of 145 |
US Inflation Adjusted | +1.15% |
+14.16%
Mar 2009 - Feb 2014 |
-6.41%
Mar 2011 - Feb 2016 |
39.31%
57 out of 145 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.31% |
+15.39%
Mar 2009 - Feb 2015 |
-2.06%
Jan 2011 - Dec 2016 |
15.04%
20 out of 133 |
US Inflation Adjusted | +1.48% |
+13.47%
Mar 2009 - Feb 2015 |
-4.08%
Feb 2018 - Jan 2024 |
37.59%
50 out of 133 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.69% |
+8.85%
Dec 2008 - Nov 2015 |
-0.90%
Nov 2007 - Oct 2014 |
2.48%
3 out of 121 |
US Inflation Adjusted | +1.76% |
+7.15%
Dec 2008 - Nov 2015 |
-2.67%
Nov 2007 - Oct 2014 |
13.22%
16 out of 121 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.96% |
+11.17%
Mar 2009 - Feb 2017 |
-2.87%
Nov 2007 - Oct 2015 |
10.09%
11 out of 109 |
US Inflation Adjusted | +2.02% |
+9.28%
Mar 2009 - Feb 2017 |
-4.41%
Nov 2007 - Oct 2015 |
27.52%
30 out of 109 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.27% |
+12.94%
Mar 2009 - Feb 2018 |
-1.40%
Nov 2007 - Oct 2016 |
6.19%
6 out of 97 |
US Inflation Adjusted | +1.14% |
+10.95%
Mar 2009 - Feb 2018 |
-2.97%
Nov 2007 - Oct 2016 |
28.87%
28 out of 97 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.61% |
+10.49%
Mar 2009 - Feb 2019 |
+0.83%
Apr 2010 - Mar 2020 |
0.00%
0 out of 85 |
US Inflation Adjusted | +1.57% |
+8.57%
Mar 2009 - Feb 2019 |
-0.89%
Apr 2010 - Mar 2020 |
11.76%
10 out of 85 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.35% |
+9.51%
Mar 2009 - Feb 2020 |
-0.36%
Nov 2007 - Oct 2018 |
1.37%
1 out of 73 |
US Inflation Adjusted | +1.10% |
+7.55%
Mar 2009 - Feb 2020 |
-2.06%
Nov 2007 - Oct 2018 |
16.44%
12 out of 73 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.03% |
+11.22%
Mar 2009 - Feb 2021 |
+0.48%
May 2008 - Apr 2020 |
0.00%
0 out of 61 |
US Inflation Adjusted | +0.81% |
+9.25%
Mar 2009 - Feb 2021 |
-1.69%
Nov 2010 - Oct 2022 |
27.87%
17 out of 61 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.15% |
+9.72%
Mar 2009 - Feb 2022 |
+1.16%
Nov 2007 - Oct 2020 |
0.00%
0 out of 49 |
US Inflation Adjusted | +1.06% |
+7.29%
Mar 2009 - Feb 2022 |
-1.02%
Nov 2010 - Oct 2023 |
16.33%
8 out of 49 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.77% |
+7.86%
Mar 2009 - Feb 2023 |
+1.88%
Jun 2008 - May 2022 |
0.00%
0 out of 37 |
US Inflation Adjusted | +1.57% |
+5.20%
Mar 2009 - Feb 2023 |
-0.30%
Jun 2008 - May 2022 |
5.41%
2 out of 37 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.80% |
+7.96%
Mar 2009 - Feb 2024 |
+0.04%
Nov 2007 - Oct 2022 |
0.00%
0 out of 25 |
US Inflation Adjusted | +0.41% |
+5.26%
Mar 2009 - Feb 2024 |
-2.29%
Nov 2007 - Oct 2022 |
32.00%
8 out of 25 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.46% |
+3.48%
Apr 2007 - Mar 2023 |
+0.68%
Nov 2007 - Oct 2023 |
0.00%
0 out of 13 |
US Inflation Adjusted | +0.00% |
+1.02%
Apr 2007 - Mar 2023 |
-1.71%
Nov 2007 - Oct 2023 |
46.15%
6 out of 13 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.80% |
+3.80%
Apr 2007 - Mar 2024 |
+3.80%
Apr 2007 - Mar 2024 |
0.00%
0 out of 1 |
US Inflation Adjusted | +1.27% |
+1.27%
Apr 2007 - Mar 2024 |
+1.27%
Apr 2007 - Mar 2024 |
0.00%
0 out of 1 |
To obtain comprehensive information, please consult the SPDR Portfolio Emerging Markets ETF (SPEM) ETF: Historical Returns page.