SPDR Portfolio Short Term Treasury ETF (SPTS): Rolling Returns

Data Source: from January 2012 to June 2024 (~13 years)
Consolidated Returns as of 30 June 2024

Holding the SPDR Portfolio Short Term Treasury ETF (SPTS) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~13 years), the longest period with a negative return lasted 99 months (from September 2014 to November 2022).

This means that every rolling period of 100 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR Portfolio Short Term Treasury ETF (SPTS) 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 SHORT TERM TREASURY ETF (SPTS) ETF

Annualized Rolling Returns

Annualized Rolling Returns - Inflation Adjusted

Data Source: 1 July 2014 - 30 June 2024 (10 Years)

Data Source: 1 January 2012 - 30 June 2024 (~13 years)

Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.70%	+7.08% Sep 2013 - Aug 2014	-5.08% Oct 2021 - Sep 2022	32.37% 45 out of 139
US Inflation Adjusted	-0.98%	+5.28% Sep 2013 - Aug 2014	-12.27% Oct 2021 - Sep 2022	63.31% 88 out of 139

1 Year Annualized Rolling Returns

Timeframes ending in every month

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1 Year Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.79%	+4.18% May 2018 - Apr 2020	-2.64% Nov 2020 - Oct 2022	25.98% 33 out of 127
US Inflation Adjusted	-1.02%	+3.00% Jun 2018 - May 2020	-8.99% Nov 2020 - Oct 2022	71.65% 91 out of 127

2 Years Annualized Rolling Returns

Timeframes ending in every month

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2 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.77%	+2.84% May 2018 - Apr 2021	-1.16% Jul 2020 - Jun 2023	19.13% 22 out of 115
US Inflation Adjusted	-0.73%	+0.97% Feb 2018 - Jan 2021	-6.54% Jul 2020 - Jun 2023	76.52% 88 out of 115

3 Years Annualized Rolling Returns

Timeframes ending in every month

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3 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.88%	+2.11% Jan 2017 - Dec 2020	-0.78% Sep 2014 - Aug 2018	1.94% 2 out of 103
US Inflation Adjusted	-0.76%	+0.23% Jun 2016 - May 2020	-4.97% May 2020 - Apr 2024	93.20% 96 out of 103

4 Years Annualized Rolling Returns

Timeframes ending in every month

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4 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.99%	+1.84% Jan 2016 - Dec 2020	+0.25% Sep 2014 - Aug 2019	0.00% 0 out of 91
US Inflation Adjusted	-0.90%	+0.23% Jun 2015 - May 2020	-3.33% Nov 2017 - Oct 2022	94.51% 86 out of 91

5 Years Annualized Rolling Returns

Timeframes ending in every month

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5 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+1.02%	+1.78% Apr 2014 - Mar 2020	+0.27% Oct 2016 - Sep 2022	0.00% 0 out of 79
US Inflation Adjusted	-0.97%	+0.42% Jun 2014 - May 2020	-3.13% Nov 2016 - Oct 2022	89.87% 71 out of 79

6 Years Annualized Rolling Returns

Timeframes ending in every month

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6 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+1.07%	+1.65% Sep 2013 - Aug 2020	+0.45% Jul 2016 - Jun 2023	0.00% 0 out of 67
US Inflation Adjusted	-0.86%	+0.20% Jul 2013 - Jun 2020	-2.91% Mar 2016 - Feb 2023	89.55% 60 out of 67

7 Years Annualized Rolling Returns

Timeframes ending in every month

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7 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+1.06%	+1.45% Sep 2013 - Aug 2021	+0.07% Sep 2014 - Aug 2022	0.00% 0 out of 55
US Inflation Adjusted	-1.49%	-0.01% May 2012 - Apr 2020	-2.61% Sep 2014 - Aug 2022	100.00% 55 out of 55

8 Years Annualized Rolling Returns

Timeframes ending in every month

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8 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.96%	+1.30% Jan 2012 - Dec 2020	+0.20% Sep 2014 - Aug 2023	0.00% 0 out of 43
US Inflation Adjusted	-1.83%	-0.29% Jan 2012 - Dec 2020	-2.59% Sep 2014 - Aug 2023	100.00% 43 out of 43

9 Years Annualized Rolling Returns

Timeframes ending in every month

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9 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.80%	+1.12% Jul 2014 - Jun 2024	+0.53% Nov 2012 - Oct 2022	0.00% 0 out of 31
US Inflation Adjusted	-1.80%	-1.02% Jan 2012 - Dec 2021	-1.97% Nov 2013 - Oct 2023	100.00% 31 out of 31

10 Years Annualized Rolling Returns

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10 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.78%	+1.12% Jul 2013 - Jun 2024	+0.62% Mar 2012 - Feb 2023	0.00% 0 out of 19
US Inflation Adjusted	-1.81%	-1.58% Jul 2013 - Jun 2024	-1.90% Aug 2012 - Jul 2023	100.00% 19 out of 19

11 Years Annualized Rolling Returns

Timeframes ending in every month

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11 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+0.94%	+1.01% Jul 2012 - Jun 2024	+0.90% May 2012 - Apr 2024	0.00% 0 out of 7
US Inflation Adjusted	-1.62%	-1.60% Jul 2012 - Jun 2024	-1.70% May 2012 - Apr 2024	100.00% 7 out of 7

12 Years Annualized Rolling Returns

Timeframes ending in every month

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12 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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