Consolidated Returns as of 30 June 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.03% |
+12.06%
May 2019 - Apr 2020 |
-12.12%
Nov 2021 - Oct 2022 |
32.99%
64 out of 194 |
US Inflation Adjusted | +0.12% |
+11.67%
May 2019 - Apr 2020 |
-18.76%
Oct 2021 - Sep 2022 |
48.45%
94 out of 194 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.02% |
+8.90%
Aug 2018 - Jul 2020 |
-7.42%
Nov 2020 - Oct 2022 |
21.43%
39 out of 182 |
US Inflation Adjusted | +0.31% |
+7.41%
May 2018 - Apr 2020 |
-13.46%
Nov 2020 - Oct 2022 |
46.70%
85 out of 182 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.74% |
+7.30%
Jul 2007 - Jun 2010 |
-5.00%
Nov 2020 - Oct 2023 |
14.71%
25 out of 170 |
US Inflation Adjusted | +0.28% |
+5.63%
Jul 2007 - Jun 2010 |
-10.14%
Nov 2020 - Oct 2023 |
40.00%
68 out of 170 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.96% |
+6.15%
Jul 2007 - Jun 2011 |
-3.08%
May 2020 - Apr 2024 |
10.13%
16 out of 158 |
US Inflation Adjusted | +0.27% |
+4.02%
Jul 2007 - Jun 2011 |
-7.84%
May 2020 - Apr 2024 |
41.14%
65 out of 158 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.17% |
+5.95%
Jul 2007 - Jun 2012 |
-0.35%
Jun 2019 - May 2024 |
2.74%
4 out of 146 |
US Inflation Adjusted | +0.19% |
+3.90%
Jul 2007 - Jun 2012 |
-4.34%
Jun 2019 - May 2024 |
41.78%
61 out of 146 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.07% |
+4.86%
Jun 2007 - May 2013 |
-0.15%
Nov 2016 - Oct 2022 |
2.24%
3 out of 134 |
US Inflation Adjusted | +0.33% |
+2.87%
Jun 2007 - May 2013 |
-3.68%
Nov 2017 - Oct 2023 |
41.04%
55 out of 134 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.93% |
+4.30%
Jul 2007 - Jun 2014 |
-0.12%
Nov 2016 - Oct 2023 |
1.64%
2 out of 122 |
US Inflation Adjusted | +0.20% |
+2.30%
Jul 2007 - Jun 2014 |
-3.50%
Nov 2016 - Oct 2023 |
44.26%
54 out of 122 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.00% |
+3.97%
Jun 2007 - May 2015 |
+0.18%
Nov 2015 - Oct 2023 |
0.00%
0 out of 110 |
US Inflation Adjusted | +0.31% |
+2.21%
Jun 2007 - May 2015 |
-3.01%
May 2016 - Apr 2024 |
34.55%
38 out of 110 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.03% |
+3.98%
Jul 2007 - Jun 2016 |
+0.36%
Nov 2014 - Oct 2023 |
0.00%
0 out of 98 |
US Inflation Adjusted | +0.19% |
+2.28%
Jul 2007 - Jun 2016 |
-2.57%
May 2015 - Apr 2024 |
41.84%
41 out of 98 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.13% |
+3.43%
Jul 2007 - Jun 2017 |
+0.42%
Nov 2012 - Oct 2022 |
0.00%
0 out of 86 |
US Inflation Adjusted | +0.46% |
+1.74%
Jul 2007 - Jun 2017 |
-2.26%
Nov 2013 - Oct 2023 |
39.53%
34 out of 86 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.30% |
+3.12%
Aug 2009 - Jul 2020 |
+0.39%
Nov 2012 - Oct 2023 |
0.00%
0 out of 74 |
US Inflation Adjusted | +0.36% |
+1.45%
Sep 2008 - Aug 2019 |
-2.17%
Nov 2012 - Oct 2023 |
43.24%
32 out of 74 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.38% |
+3.43%
Jul 2007 - Jun 2019 |
+0.54%
Nov 2011 - Oct 2023 |
0.00%
0 out of 62 |
US Inflation Adjusted | +0.27% |
+1.94%
Aug 2008 - Jul 2020 |
-1.98%
Nov 2011 - Oct 2023 |
46.77%
29 out of 62 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.77% |
+3.86%
Jul 2007 - Jun 2020 |
+0.75%
Nov 2010 - Oct 2023 |
0.00%
0 out of 50 |
US Inflation Adjusted | -0.67% |
+2.16%
Jul 2007 - Jun 2020 |
-1.84%
Nov 2010 - Oct 2023 |
62.00%
31 out of 50 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.54% |
+3.43%
Jul 2007 - Jun 2021 |
+1.15%
Nov 2009 - Oct 2023 |
0.00%
0 out of 38 |
US Inflation Adjusted | -0.95% |
+1.48%
Jun 2007 - May 2021 |
-1.36%
Nov 2009 - Oct 2023 |
68.42%
26 out of 38 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.75% |
+2.64%
Aug 2007 - Jul 2022 |
+1.31%
May 2009 - Apr 2024 |
0.00%
0 out of 26 |
US Inflation Adjusted | -0.55% |
+0.30%
Jun 2007 - May 2022 |
-1.27%
May 2009 - Apr 2024 |
88.46%
23 out of 26 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.86% |
+2.34%
Jun 2007 - May 2023 |
+1.65%
May 2008 - Apr 2024 |
0.00%
0 out of 14 |
US Inflation Adjusted | -0.52% |
-0.08%
Jun 2007 - May 2023 |
-0.74%
May 2008 - Apr 2024 |
100.00%
14 out of 14 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.22% |
+2.31%
Jul 2007 - Jun 2024 |
+2.22%
Jun 2007 - May 2024 |
0.00%
0 out of 2 |
US Inflation Adjusted | -0.25% |
-0.15%
Jul 2007 - Jun 2024 |
-0.25%
Jun 2007 - May 2024 |
100.00%
2 out of 2 |
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To obtain comprehensive information, please consult the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF: Historical Returns page.