SPDR Portfolio Long Term Treasury ETF (SPTL): Rolling Returns

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

Holding the SPDR Portfolio Long Term Treasury ETF (SPTL) 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 145 months (from October 2011 to October 2023).

This means that every rolling period of 146 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR Portfolio Long Term Treasury ETF (SPTL) 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 LONG TERM TREASURY ETF (SPTL) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 June 2007 - 31 March 2024 (~17 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.89% +36.99%
May 2019 - Apr 2020 		-32.00%
Nov 2021 - Oct 2022 		40.31%
77 out of 191
US Inflation Adjusted +2.70% +36.51%
May 2019 - Apr 2020 		-36.90%
Nov 2021 - Oct 2022 		43.46%
83 out of 191
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 +4.94% +22.01%
Aug 2018 - Jul 2020 		-21.17%
Nov 2021 - Oct 2023 		29.05%
52 out of 179
US Inflation Adjusted +2.94% +20.30%
Aug 2018 - Jul 2020 		-25.26%
Nov 2021 - Oct 2023 		36.87%
66 out of 179
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 +5.69% +14.65%
Aug 2009 - Jul 2012 		-16.20%
Nov 2020 - Oct 2023 		16.17%
27 out of 167
US Inflation Adjusted +4.19% +12.28%
Aug 2009 - Jul 2012 		-20.73%
Nov 2020 - Oct 2023 		24.55%
41 out of 167
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 +5.86% +12.87%
Feb 2011 - Jan 2015 		-10.23%
Apr 2020 - Mar 2024 		12.90%
20 out of 155
US Inflation Adjusted +3.77% +11.63%
Aug 2008 - Jul 2012 		-14.40%
Apr 2020 - Mar 2024 		19.35%
30 out of 155
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 +5.27% +12.25%
Aug 2007 - Jul 2012 		-3.23%
Nov 2018 - Oct 2023 		13.29%
19 out of 143
US Inflation Adjusted +3.44% +10.11%
Aug 2007 - Jul 2012 		-6.96%
Nov 2018 - Oct 2023 		17.48%
25 out of 143
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 +5.88% +9.55%
Apr 2014 - Mar 2020 		-3.75%
Nov 2017 - Oct 2023 		14.50%
19 out of 131
US Inflation Adjusted +4.18% +7.96%
May 2014 - Apr 2020 		-7.22%
Nov 2017 - Oct 2023 		21.37%
28 out of 131
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 +5.69% +9.23%
Aug 2013 - Jul 2020 		-3.58%
Nov 2016 - Oct 2023 		15.97%
19 out of 119
US Inflation Adjusted +3.96% +7.63%
Aug 2013 - Jul 2020 		-6.84%
Nov 2016 - Oct 2023 		21.01%
25 out of 119
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 +5.78% +8.81%
Aug 2008 - Jul 2016 		-2.11%
Nov 2015 - Oct 2023 		12.15%
13 out of 107
US Inflation Adjusted +4.00% +7.57%
Aug 2008 - Jul 2016 		-5.21%
Nov 2015 - Oct 2023 		21.50%
23 out of 107
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 +5.42% +9.09%
Apr 2011 - Mar 2020 		-1.28%
Nov 2014 - Oct 2023 		7.37%
7 out of 95
US Inflation Adjusted +3.65% +7.38%
May 2011 - Apr 2020 		-4.22%
Feb 2015 - Jan 2024 		22.11%
21 out of 95
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 +5.63% +8.86%
Apr 2010 - Mar 2020 		-0.06%
Nov 2012 - Oct 2022 		1.20%
1 out of 83
US Inflation Adjusted +3.98% +7.00%
Apr 2010 - Mar 2020 		-2.67%
Nov 2013 - Oct 2023 		27.71%
23 out of 83
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 +5.78% +8.37%
Aug 2009 - Jul 2020 		-0.87%
Nov 2012 - Oct 2023 		4.23%
3 out of 71
US Inflation Adjusted +3.86% +6.56%
Aug 2009 - Jul 2020 		-3.39%
Nov 2012 - Oct 2023 		26.76%
19 out of 71
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 +5.95% +8.30%
Aug 2008 - Jul 2020 		-0.05%
Nov 2011 - Oct 2023 		1.69%
1 out of 59
US Inflation Adjusted +3.88% +6.82%
Aug 2008 - Jul 2020 		-2.55%
Nov 2011 - Oct 2023 		18.64%
11 out of 59
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 +4.35% +8.43%
Aug 2007 - Jul 2020 		+1.18%
Nov 2010 - Oct 2023 		0.00%
0 out of 47
US Inflation Adjusted +1.83% +6.62%
Aug 2007 - Jul 2020 		-1.43%
Nov 2010 - Oct 2023 		10.64%
5 out of 47
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 +3.36% +6.90%
Aug 2007 - Jul 2021 		+1.81%
Nov 2009 - Oct 2023 		0.00%
0 out of 35
US Inflation Adjusted +0.95% +4.86%
Aug 2007 - Jul 2021 		-0.71%
Nov 2009 - Oct 2023 		11.43%
4 out of 35
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 +3.42% +4.95%
Jul 2007 - Jun 2022 		+2.16%
Jan 2009 - Dec 2023 		0.00%
0 out of 23
US Inflation Adjusted +1.17% +2.57%
Jun 2007 - May 2022 		-0.39%
Jan 2009 - Dec 2023 		17.39%
4 out of 23
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 +3.12% +4.16%
Jul 2007 - Jun 2023 		+2.56%
Nov 2007 - Oct 2023 		0.00%
0 out of 11
US Inflation Adjusted +0.71% +1.70%
Jul 2007 - Jun 2023 		+0.12%
Nov 2007 - Oct 2023 		0.00%
0 out of 11
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 Long Term Treasury ETF (SPTL) ETF: Historical Returns page.