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

Data Source: from January 2012 to March 2024 (~12 years)
Consolidated Returns as of 31 March 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 (~12 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 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2012 - 31 March 2024 (~12 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.69% +7.08%
Sep 2013 - Aug 2014 		-5.08%
Oct 2021 - Sep 2022 		33.09%
45 out of 136
US Inflation Adjusted -1.00% +5.28%
Sep 2013 - Aug 2014 		-12.27%
Oct 2021 - Sep 2022 		63.97%
87 out of 136
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 +0.75% +4.18%
May 2018 - Apr 2020 		-2.64%
Nov 2020 - Oct 2022 		26.61%
33 out of 124
US Inflation Adjusted -1.02% +3.00%
Jun 2018 - May 2020 		-8.99%
Nov 2020 - Oct 2022 		70.97%
88 out of 124
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 +0.81% +2.84%
May 2018 - Apr 2021 		-1.16%
Jul 2020 - Jun 2023 		18.75%
21 out of 112
US Inflation Adjusted -0.73% +0.97%
Feb 2018 - Jan 2021 		-6.54%
Jul 2020 - Jun 2023 		75.89%
85 out of 112
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 +0.89% +2.11%
Jan 2017 - Dec 2020 		-0.78%
Sep 2014 - Aug 2018 		1.00%
1 out of 100
US Inflation Adjusted -0.76% +0.23%
Jun 2016 - May 2020 		-4.61%
Apr 2020 - Mar 2024 		93.00%
93 out of 100
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 +0.99% +1.84%
Jan 2016 - Dec 2020 		+0.25%
Sep 2014 - Aug 2019 		0.00%
0 out of 88
US Inflation Adjusted -0.86% +0.23%
Jun 2015 - May 2020 		-3.33%
Nov 2017 - Oct 2022 		94.32%
83 out of 88
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 +0.85% +1.78%
Apr 2014 - Mar 2020 		+0.27%
Oct 2016 - Sep 2022 		0.00%
0 out of 76
US Inflation Adjusted -0.97% +0.42%
Jun 2014 - May 2020 		-3.13%
Nov 2016 - Oct 2022 		89.47%
68 out of 76
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 +1.06% +1.65%
Sep 2013 - Aug 2020 		+0.45%
Jul 2016 - Jun 2023 		0.00%
0 out of 64
US Inflation Adjusted -0.81% +0.20%
Jul 2013 - Jun 2020 		-2.91%
Mar 2016 - Feb 2023 		89.06%
57 out of 64
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 +1.09% +1.45%
Sep 2013 - Aug 2021 		+0.07%
Sep 2014 - Aug 2022 		0.00%
0 out of 52
US Inflation Adjusted -1.25% -0.01%
May 2012 - Apr 2020 		-2.61%
Sep 2014 - Aug 2022 		100.00%
52 out of 52
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 +0.90% +1.30%
Jan 2012 - Dec 2020 		+0.20%
Sep 2014 - Aug 2023 		0.00%
0 out of 40
US Inflation Adjusted -1.77% -0.29%
Jan 2012 - Dec 2020 		-2.59%
Sep 2014 - Aug 2023 		100.00%
40 out of 40
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 +0.77% +1.10%
Jan 2012 - Dec 2021 		+0.53%
Nov 2012 - Oct 2022 		0.00%
0 out of 28
US Inflation Adjusted -1.83% -1.02%
Jan 2012 - Dec 2021 		-1.97%
Nov 2013 - Oct 2023 		100.00%
28 out of 28
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 +0.73% +0.96%
Apr 2013 - Mar 2024 		+0.62%
Mar 2012 - Feb 2023 		0.00%
0 out of 16
US Inflation Adjusted -1.82% -1.67%
Feb 2013 - Jan 2024 		-1.90%
Aug 2012 - Jul 2023 		100.00%
16 out of 16
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 +0.93% +0.96%
Apr 2012 - Mar 2024 		+0.91%
Mar 2012 - Feb 2024 		0.00%
0 out of 4
US Inflation Adjusted -1.62% -1.61%
Feb 2012 - Jan 2024 		-1.65%
Mar 2012 - Feb 2024 		100.00%
4 out of 4
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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