SPDR Portfolio Intermediate Term Treasury ETF (SPTI): Rolling Returns

Data Source: from June 2007 to January 2024 (~17 years)
Consolidated Returns as of 31 January 2024

Holding the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) 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 92 months (from March 2016 to October 2023).

This means that every rolling period of 93 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) 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.

SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 June 2007 - 31 January 2024 (~17 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -12.12 11/2021
10/2022
0.87$ -2.84 0.97$ 0.66 1.00$ 6.82 1.06$ 12.06 05/2019
04/2020
1.12$ 1.84 44.95%
2Y -7.42 11/2020
10/2022
0.85$ -5.00 0.90$ 1.28 1.02$ 4.35 1.08$ 8.90 08/2018
07/2020
1.18$ -2.67 35.05%
3Y -5.00 11/2020
10/2023
0.85$ -2.94 0.91$ 1.30 1.03$ 5.02 1.15$ 5.49 02/2018
01/2021
1.17$ -3.03 23.53%
4Y -2.20 11/2019
10/2023
0.91$ -0.14 0.99$ 1.61 1.06$ 3.64 1.15$ 4.22 01/2017
12/2020
1.17$ -1.09 15.07%
5Y -0.09 11/2017
10/2022
0.99$ 0.58 1.02$ 2.26 1.11$ 3.42 1.18$ 3.70 07/2015
06/2020
1.19$ 0.67 1.64%
6Y -0.15 11/2016
10/2022
0.99$ 0.35 1.02$ 1.97 1.12$ 3.15 1.20$ 3.49 08/2014
07/2020
1.22$ 1.14 6.12%
7Y -0.12 11/2016
10/2023
0.99$ 0.20 1.01$ 1.02 1.07$ 2.54 1.19$ 2.86 02/2014
01/2021
1.21$ 0.95 5.41%
8Y 0.18 11/2015
10/2023
1.01$ 0.50 1.04$ 0.74 1.06$ 1.22 1.10$ 2.01 02/2014
01/2022
1.17$ 0.79 0.00%
9Y 0.36 11/2014
10/2023
1.03$ 0.53 1.04$ 0.78 1.07$ 0.97 1.09$ 1.11 05/2014
04/2023
1.10$ 0.81 0.00%
10Y 1.06 02/2014
01/2024
1.11$ 1.06 1.11$ 1.06 1.11$ 1.06 1.11$ 1.06 02/2014
01/2024
1.11$ 1.06 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -18.76 10/2021
09/2022
0.81$ -8.42 0.91$ -1.48 0.98$ 5.42 1.05$ 11.67 05/2019
04/2020
1.11$ -1.23 55.96%
2Y -13.46 11/2020
10/2022
0.74$ -10.64 0.79$ -0.53 0.98$ 2.47 1.04$ 7.41 05/2018
04/2020
1.15$ -7.06 59.79%
3Y -10.14 11/2020
10/2023
0.72$ -7.58 0.78$ -0.43 0.98$ 2.61 1.08$ 3.63 02/2018
01/2021
1.11$ -8.23 55.29%
4Y -6.48 11/2019
10/2023
0.76$ -4.23 0.84$ -0.40 0.98$ 1.66 1.06$ 2.28 12/2016
11/2020
1.09$ -5.42 56.16%
5Y -3.79 11/2017
10/2022
0.82$ -3.27 0.84$ 0.02 1.00$ 1.46 1.07$ 2.09 07/2015
06/2020
1.10$ -3.36 47.54%
6Y -3.68 11/2017
10/2023
0.79$ -3.17 0.82$ -0.92 0.94$ 1.59 1.09$ 2.04 08/2014
07/2020
1.12$ -2.48 57.14%
7Y -3.50 11/2016
10/2023
0.77$ -3.15 0.79$ -2.02 0.86$ 0.65 1.04$ 1.26 02/2014
01/2021
1.09$ -2.45 72.97%
8Y -2.99 11/2015
10/2023
0.78$ -2.57 0.81$ -2.32 0.82$ -1.29 0.90$ -0.29 02/2014
01/2022
0.97$ -2.49 100.00%
9Y -2.48 11/2014
10/2023
0.79$ -2.30 0.81$ -1.99 0.83$ -1.73 0.85$ -1.64 05/2014
04/2023
0.86$ -2.24 100.00%
10Y -1.68 02/2014
01/2024
0.84$ -1.68 0.84$ -1.68 0.84$ -1.68 0.84$ -1.68 02/2014
01/2024
0.84$ -1.68 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -12.12 11/2021
10/2022
0.87$ -1.56 0.98$ 2.03 1.02$ 6.69 1.06$ 12.06 05/2019
04/2020
1.12$ 1.84 33.33%
2Y -7.42 11/2020
10/2022
0.85$ -0.87 0.98$ 2.07 1.04$ 5.61 1.11$ 8.90 08/2018
07/2020
1.18$ -2.67 19.77%
3Y -5.00 11/2020
10/2023
0.85$ 0.23 1.00$ 1.87 1.05$ 4.96 1.15$ 7.30 07/2007
06/2010
1.23$ -3.03 12.12%
4Y -2.20 11/2019
10/2023
0.91$ 0.82 1.03$ 2.07 1.08$ 3.83 1.16$ 6.15 07/2007
06/2011
1.26$ -1.09 7.19%
5Y -0.09 11/2017
10/2022
0.99$ 0.82 1.04$ 2.26 1.11$ 3.47 1.18$ 5.95 07/2007
06/2012
1.33$ 0.67 0.71%
6Y -0.15 11/2016
10/2022
0.99$ 0.66 1.04$ 2.24 1.14$ 3.18 1.20$ 4.86 06/2007
05/2013
1.32$ 1.14 2.33%
7Y -0.12 11/2016
10/2023
0.99$ 0.84 1.06$ 2.04 1.15$ 3.00 1.22$ 4.30 07/2007
06/2014
1.34$ 0.95 1.71%
8Y 0.18 11/2015
10/2023
1.01$ 0.89 1.07$ 2.03 1.17$ 2.80 1.24$ 3.97 06/2007
05/2015
1.36$ 0.79 0.00%
9Y 0.36 11/2014
10/2023
1.03$ 0.95 1.08$ 2.07 1.20$ 2.74 1.27$ 3.98 07/2007
06/2016
1.42$ 0.81 0.00%
10Y 0.42 11/2012
10/2022
1.04$ 0.84 1.08$ 2.23 1.24$ 2.80 1.31$ 3.43 07/2007
06/2017
1.40$ 1.06 0.00%
11Y 0.39 11/2012
10/2023
1.04$ 0.68 1.07$ 2.39 1.29$ 2.89 1.36$ 3.12 08/2009
07/2020
1.40$ 0.94 0.00%
12Y 0.54 11/2011
10/2023
1.06$ 0.95 1.12$ 2.51 1.34$ 3.23 1.46$ 3.43 07/2007
06/2019
1.49$ 0.93 0.00%
13Y 0.75 11/2010
10/2023
1.10$ 1.23 1.17$ 1.90 1.27$ 3.25 1.51$ 3.86 07/2007
06/2020
1.63$ 1.36 0.00%
14Y 1.15 11/2009
10/2023
1.17$ 1.35 1.20$ 1.62 1.25$ 3.01 1.51$ 3.43 07/2007
06/2021
1.60$ 1.54 0.00%
15Y 1.37 12/2008
11/2023
1.22$ 1.41 1.23$ 1.86 1.31$ 2.26 1.39$ 2.64 08/2007
07/2022
1.47$ 1.52 0.00%
16Y 1.81 11/2007
10/2023
1.33$ 1.81 1.33$ 2.00 1.37$ 2.29 1.43$ 2.34 06/2007
05/2023
1.44$ 1.86 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -18.76 10/2021
09/2022
0.81$ -5.09 0.94$ 0.52 1.00$ 5.38 1.05$ 11.67 05/2019
04/2020
1.11$ -1.23 47.09%
2Y -13.46 11/2020
10/2022
0.74$ -3.29 0.93$ 0.42 1.00$ 3.45 1.07$ 7.41 05/2018
04/2020
1.15$ -7.06 45.20%
3Y -10.14 11/2020
10/2023
0.72$ -1.84 0.94$ 0.38 1.01$ 3.10 1.09$ 5.63 07/2007
06/2010
1.17$ -8.23 38.18%
4Y -6.48 11/2019
10/2023
0.76$ -1.48 0.94$ 0.28 1.01$ 1.88 1.07$ 4.02 07/2007
06/2011
1.17$ -5.42 39.22%
5Y -3.79 11/2017
10/2022
0.82$ -2.46 0.88$ 0.28 1.01$ 1.85 1.09$ 3.90 07/2007
06/2012
1.21$ -3.36 39.72%
6Y -3.68 11/2017
10/2023
0.79$ -2.52 0.85$ 0.46 1.02$ 1.62 1.10$ 2.87 06/2007
05/2013
1.18$ -2.48 38.76%
7Y -3.50 11/2016
10/2023
0.77$ -2.21 0.85$ 0.36 1.02$ 1.50 1.10$ 2.30 07/2007
06/2014
1.17$ -2.45 41.88%
8Y -2.99 11/2015
10/2023
0.78$ -2.18 0.83$ 0.33 1.02$ 1.40 1.11$ 2.21 06/2007
05/2015
1.19$ -2.49 31.43%
9Y -2.48 11/2014
10/2023
0.79$ -1.84 0.84$ 0.26 1.02$ 1.32 1.12$ 2.28 07/2007
06/2016
1.22$ -2.24 38.71%
10Y -2.26 11/2013
10/2023
0.79$ -1.81 0.83$ 0.53 1.05$ 1.04 1.10$ 1.74 07/2007
06/2017
1.18$ -1.68 35.80%
11Y -2.17 11/2012
10/2023
0.78$ -1.79 0.81$ 0.61 1.06$ 1.24 1.14$ 1.45 09/2008
08/2019
1.17$ -1.69 39.13%
12Y -1.98 11/2011
10/2023
0.78$ -1.58 0.82$ 0.49 1.06$ 1.51 1.19$ 1.94 08/2008
07/2020
1.25$ -1.62 42.11%
13Y -1.84 11/2010
10/2023
0.78$ -1.23 0.85$ -0.55 0.93$ 1.56 1.22$ 2.16 07/2007
06/2020
1.31$ -1.23 57.78%
14Y -1.36 11/2009
10/2023
0.82$ -1.15 0.85$ -0.56 0.92$ 0.98 1.14$ 1.48 06/2007
05/2021
1.22$ -0.99 63.64%
15Y -1.12 01/2009
12/2023
0.84$ -1.01 0.85$ -0.45 0.93$ -0.11 0.98$ 0.30 06/2007
05/2022
1.04$ -1.01 85.71%
16Y -0.61 11/2007
10/2023
0.90$ -0.61 0.90$ -0.43 0.93$ -0.13 0.97$ -0.08 06/2007
05/2023
0.98$ -0.52 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.03% +12.06%
May 2019 - Apr 2020
-12.12%
Nov 2021 - Oct 2022
33.33%
63 out of 189
US Inflation Adjusted +0.52% +11.67%
May 2019 - Apr 2020
-18.76%
Oct 2021 - Sep 2022
47.09%
89 out of 189
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.07% +8.90%
Aug 2018 - Jul 2020
-7.42%
Nov 2020 - Oct 2022
19.77%
35 out of 177
US Inflation Adjusted +0.42% +7.41%
May 2018 - Apr 2020
-13.46%
Nov 2020 - Oct 2022
45.20%
80 out of 177
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.87% +7.30%
Jul 2007 - Jun 2010
-5.00%
Nov 2020 - Oct 2023
12.12%
20 out of 165
US Inflation Adjusted +0.38% +5.63%
Jul 2007 - Jun 2010
-10.14%
Nov 2020 - Oct 2023
38.18%
63 out of 165
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.07% +6.15%
Jul 2007 - Jun 2011
-2.20%
Nov 2019 - Oct 2023
7.19%
11 out of 153
US Inflation Adjusted +0.28% +4.02%
Jul 2007 - Jun 2011
-6.48%
Nov 2019 - Oct 2023
39.22%
60 out of 153
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.26% +5.95%
Jul 2007 - Jun 2012
-0.09%
Nov 2017 - Oct 2022
0.71%
1 out of 141
US Inflation Adjusted +0.28% +3.90%
Jul 2007 - Jun 2012
-3.79%
Nov 2017 - Oct 2022
39.72%
56 out of 141
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.24% +4.86%
Jun 2007 - May 2013
-0.15%
Nov 2016 - Oct 2022
2.33%
3 out of 129
US Inflation Adjusted +0.46% +2.87%
Jun 2007 - May 2013
-3.68%
Nov 2017 - Oct 2023
38.76%
50 out of 129
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.04% +4.30%
Jul 2007 - Jun 2014
-0.12%
Nov 2016 - Oct 2023
1.71%
2 out of 117
US Inflation Adjusted +0.36% +2.30%
Jul 2007 - Jun 2014
-3.50%
Nov 2016 - Oct 2023
41.88%
49 out of 117
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.03% +3.97%
Jun 2007 - May 2015
+0.18%
Nov 2015 - Oct 2023
0.00%
0 out of 105
US Inflation Adjusted +0.33% +2.21%
Jun 2007 - May 2015
-2.99%
Nov 2015 - Oct 2023
31.43%
33 out of 105
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.07% +3.98%
Jul 2007 - Jun 2016
+0.36%
Nov 2014 - Oct 2023
0.00%
0 out of 93
US Inflation Adjusted +0.26% +2.28%
Jul 2007 - Jun 2016
-2.48%
Nov 2014 - Oct 2023
38.71%
36 out of 93
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.23% +3.43%
Jul 2007 - Jun 2017
+0.42%
Nov 2012 - Oct 2022
0.00%
0 out of 81
US Inflation Adjusted +0.53% +1.74%
Jul 2007 - Jun 2017
-2.26%
Nov 2013 - Oct 2023
35.80%
29 out of 81
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.39% +3.12%
Aug 2009 - Jul 2020
+0.39%
Nov 2012 - Oct 2023
0.00%
0 out of 69
US Inflation Adjusted +0.61% +1.45%
Sep 2008 - Aug 2019
-2.17%
Nov 2012 - Oct 2023
39.13%
27 out of 69
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.51% +3.43%
Jul 2007 - Jun 2019
+0.54%
Nov 2011 - Oct 2023
0.00%
0 out of 57
US Inflation Adjusted +0.49% +1.94%
Aug 2008 - Jul 2020
-1.98%
Nov 2011 - Oct 2023
42.11%
24 out of 57
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.90% +3.86%
Jul 2007 - Jun 2020
+0.75%
Nov 2010 - Oct 2023
0.00%
0 out of 45
US Inflation Adjusted -0.55% +2.16%
Jul 2007 - Jun 2020
-1.84%
Nov 2010 - Oct 2023
57.78%
26 out of 45
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.62% +3.43%
Jul 2007 - Jun 2021
+1.15%
Nov 2009 - Oct 2023
0.00%
0 out of 33
US Inflation Adjusted -0.56% +1.48%
Jun 2007 - May 2021
-1.36%
Nov 2009 - Oct 2023
63.64%
21 out of 33
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +1.86% +2.64%
Aug 2007 - Jul 2022
+1.37%
Dec 2008 - Nov 2023
0.00%
0 out of 21
US Inflation Adjusted -0.45% +0.30%
Jun 2007 - May 2022
-1.12%
Jan 2009 - Dec 2023
85.71%
18 out of 21
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.00% +2.34%
Jun 2007 - May 2023
+1.81%
Nov 2007 - Oct 2023
0.00%
0 out of 9
US Inflation Adjusted -0.43% -0.08%
Jun 2007 - May 2023
-0.61%
Nov 2007 - Oct 2023
100.00%
9 out of 9
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF: Historical Returns page.