SPDR Portfolio Emerging Markets ETF (SPEM): Rolling Returns

Simulation Settings
Category:
Period: April 2007 - June 2025 (~18 years)
Initial Amount: 1$
Currency: USD
Inflation: US
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When holding the SPDR Portfolio Emerging Markets ETF (SPEM) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~18 years), the longest duration with a negative return was 151 months (from November 2007 to May 2020).

This indicates that, within the same timeframe, any rolling period of 152 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.

SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 2015 - 30 June 2025 (10 Years)
Time Period: 1 April 2007 - 30 June 2025 (~18 years)
All Data
(2007/04 - 2025/06)
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.

SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 April 2007 - 30 June 2025 (~18 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-54.29%
Nov 2007 - Oct 2008
+5.69% +92.81%
Mar 2009 - Feb 2010
38.94%
81 out of 208
-55.94%
Nov 2007 - Oct 2008
+3.62% +88.75%
Mar 2009 - Feb 2010
43.27%
90 out of 208
-17.55%
Apr 2007 - Mar 2009
+1.90% +52.88%
Mar 2009 - Feb 2011
42.35%
83 out of 196
-18.96%
Apr 2007 - Mar 2009
+0.07% +49.68%
Mar 2009 - Feb 2011
48.98%
96 out of 196
-8.46%
Feb 2013 - Jan 2016
+3.37% +32.16%
Mar 2009 - Feb 2012
23.91%
44 out of 184
-9.85%
Feb 2021 - Jan 2024
+1.23% +29.08%
Mar 2009 - Feb 2012
40.22%
74 out of 184
-6.09%
Mar 2012 - Feb 2016
+3.00% +22.84%
Mar 2009 - Feb 2013
16.28%
28 out of 172
-7.00%
Mar 2012 - Feb 2016
+0.57% +20.08%
Mar 2009 - Feb 2013
45.35%
78 out of 172
-5.14%
Mar 2011 - Feb 2016
+3.73% +16.51%
Mar 2009 - Feb 2014
16.88%
27 out of 160
-6.41%
Mar 2011 - Feb 2016
+1.15% +14.16%
Mar 2009 - Feb 2014
37.50%
60 out of 160
-2.06%
Jan 2011 - Dec 2016
+3.59% +15.39%
Mar 2009 - Feb 2015
13.51%
20 out of 148
-4.08%
Feb 2018 - Jan 2024
+1.39% +13.47%
Mar 2009 - Feb 2015
35.81%
53 out of 148
-0.90%
Nov 2007 - Oct 2014
+3.69% +8.85%
Dec 2008 - Nov 2015
2.21%
3 out of 136
-2.67%
Nov 2007 - Oct 2014
+1.35% +7.15%
Dec 2008 - Nov 2015
16.91%
23 out of 136
-2.87%
Nov 2007 - Oct 2015
+4.47% +11.17%
Mar 2009 - Feb 2017
8.87%
11 out of 124
-4.41%
Nov 2007 - Oct 2015
+2.27% +9.28%
Mar 2009 - Feb 2017
24.19%
30 out of 124
-1.40%
Nov 2007 - Oct 2016
+3.64% +12.94%
Mar 2009 - Feb 2018
5.36%
6 out of 112
-2.97%
Nov 2007 - Oct 2016
+1.33% +10.95%
Mar 2009 - Feb 2018
25.89%
29 out of 112
+0.83%
Apr 2010 - Mar 2020
+3.72% +10.49%
Mar 2009 - Feb 2019
0.00%
0 out of 100
-0.89%
Apr 2010 - Mar 2020
+1.43% +8.57%
Mar 2009 - Feb 2019
10.00%
10 out of 100
-0.36%
Nov 2007 - Oct 2018
+3.79% +9.51%
Mar 2009 - Feb 2020
1.14%
1 out of 88
-2.06%
Nov 2007 - Oct 2018
+1.35% +7.55%
Mar 2009 - Feb 2020
13.64%
12 out of 88
+0.48%
May 2008 - Apr 2020
+3.55% +11.22%
Mar 2009 - Feb 2021
0.00%
0 out of 76
-1.69%
Nov 2010 - Oct 2022
+1.14% +9.25%
Mar 2009 - Feb 2021
22.37%
17 out of 76
+1.16%
Nov 2007 - Oct 2020
+3.39% +9.72%
Mar 2009 - Feb 2022
0.00%
0 out of 64
-1.02%
Nov 2010 - Oct 2023
+1.07% +7.29%
Mar 2009 - Feb 2022
15.63%
10 out of 64
+1.88%
Jun 2008 - May 2022
+3.47% +7.86%
Mar 2009 - Feb 2023
0.00%
0 out of 52
-0.30%
Jun 2008 - May 2022
+0.97% +5.20%
Mar 2009 - Feb 2023
5.77%
3 out of 52
+0.04%
Nov 2007 - Oct 2022
+3.74% +7.96%
Mar 2009 - Feb 2024
0.00%
0 out of 40
-2.29%
Nov 2007 - Oct 2022
+1.33% +5.26%
Mar 2009 - Feb 2024
20.00%
8 out of 40
+0.68%
Nov 2007 - Oct 2023
+2.98% +8.26%
Mar 2009 - Feb 2025
0.00%
0 out of 28
-1.71%
Nov 2007 - Oct 2023
+0.66% +5.53%
Mar 2009 - Feb 2025
28.57%
8 out of 28
+2.08%
Nov 2007 - Oct 2024
+3.17% +3.80%
Apr 2007 - Mar 2024
0.00%
0 out of 16
-0.36%
Nov 2007 - Oct 2024
+0.70% +1.40%
Jul 2008 - Jun 2025
6.25%
1 out of 16
+3.92%
Jun 2007 - May 2025
+4.01% +4.23%
Apr 2007 - Mar 2025
0.00%
0 out of 4
+1.42%
Jun 2007 - May 2025
+1.48% +1.70%
Apr 2007 - Mar 2025
0.00%
0 out of 4
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