Consolidated Returns as of 30 June 2024
Holding the SPDR Portfolio S&P 500 Value ETF (SPYV) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~24 years), the longest period with a negative return lasted 106 months (from January 2001 to October 2009).
This means that every rolling period of 107 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Portfolio S&P 500 Value ETF (SPYV) 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 | +10.84% |
+50.49%
Apr 2020 - Mar 2021 |
-45.85%
Mar 2008 - Feb 2009 |
23.81%
65 out of 273 |
US Inflation Adjusted | +7.56% |
+46.86%
Mar 2009 - Feb 2010 |
-45.85%
Mar 2008 - Feb 2009 |
29.30%
80 out of 273 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.82% |
+36.13%
Mar 2009 - Feb 2011 |
-28.74%
Mar 2007 - Feb 2009 |
16.09%
42 out of 261 |
US Inflation Adjusted | +7.27% |
+33.28%
Mar 2009 - Feb 2011 |
-30.18%
Mar 2007 - Feb 2009 |
19.92%
52 out of 261 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.00% |
+23.42%
Mar 2009 - Feb 2012 |
-16.04%
Mar 2006 - Feb 2009 |
15.26%
38 out of 249 |
US Inflation Adjusted | +7.56% |
+21.30%
Oct 2011 - Sep 2014 |
-17.83%
Mar 2006 - Feb 2009 |
19.28%
48 out of 249 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.73% |
+21.47%
Mar 2009 - Feb 2013 |
-10.52%
Mar 2005 - Feb 2009 |
17.30%
41 out of 237 |
US Inflation Adjusted | +6.68% |
+18.75%
Mar 2009 - Feb 2013 |
-12.73%
Mar 2005 - Feb 2009 |
20.25%
48 out of 237 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.85% |
+21.51%
Mar 2009 - Feb 2014 |
-6.80%
Mar 2004 - Feb 2009 |
16.89%
38 out of 225 |
US Inflation Adjusted | +6.53% |
+19.06%
Mar 2009 - Feb 2014 |
-9.20%
Mar 2004 - Feb 2009 |
22.67%
51 out of 225 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.64% |
+20.15%
Mar 2009 - Feb 2015 |
-0.82%
Oct 2005 - Sep 2011 |
0.94%
2 out of 213 |
US Inflation Adjusted | +5.30% |
+18.14%
Mar 2009 - Feb 2015 |
-2.96%
Oct 2005 - Sep 2011 |
22.07%
47 out of 213 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.95% |
+15.62%
Mar 2009 - Feb 2016 |
-3.61%
Mar 2002 - Feb 2009 |
3.48%
7 out of 201 |
US Inflation Adjusted | +6.00% |
+13.82%
Mar 2009 - Feb 2016 |
-6.03%
Mar 2002 - Feb 2009 |
7.46%
15 out of 201 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+17.10%
Mar 2009 - Feb 2017 |
-3.78%
Mar 2001 - Feb 2009 |
4.76%
9 out of 189 |
US Inflation Adjusted | +5.17% |
+15.11%
Mar 2009 - Feb 2017 |
-6.03%
Mar 2001 - Feb 2009 |
10.58%
20 out of 189 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.06% |
+16.11%
Mar 2009 - Feb 2018 |
+0.52%
Feb 2001 - Jan 2010 |
0.00%
0 out of 177 |
US Inflation Adjusted | +5.21% |
+14.07%
Mar 2009 - Feb 2018 |
-1.85%
Feb 2001 - Jan 2010 |
6.21%
11 out of 177 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.35% |
+14.69%
Mar 2009 - Feb 2019 |
+1.73%
Dec 2000 - Nov 2010 |
0.00%
0 out of 165 |
US Inflation Adjusted | +4.96% |
+12.70%
Mar 2009 - Feb 2019 |
-0.59%
Dec 2000 - Nov 2010 |
3.03%
5 out of 165 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.74% |
+13.75%
Mar 2009 - Feb 2020 |
+1.81%
Jan 2001 - Dec 2011 |
0.00%
0 out of 153 |
US Inflation Adjusted | +5.38% |
+11.72%
Mar 2009 - Feb 2020 |
-0.60%
Jan 2001 - Dec 2011 |
3.27%
5 out of 153 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.18% |
+14.25%
Mar 2009 - Feb 2021 |
+3.02%
Jan 2001 - Dec 2012 |
0.00%
0 out of 141 |
US Inflation Adjusted | +5.13% |
+12.23%
Mar 2009 - Feb 2021 |
+0.63%
Jan 2001 - Dec 2012 |
0.00%
0 out of 141 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.36% |
+14.39%
Mar 2009 - Feb 2022 |
+4.39%
Apr 2007 - Mar 2020 |
0.00%
0 out of 129 |
US Inflation Adjusted | +5.26% |
+11.85%
Mar 2009 - Feb 2022 |
+2.41%
Feb 2001 - Jan 2014 |
0.00%
0 out of 129 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.48% |
+13.41%
Mar 2009 - Feb 2023 |
+5.20%
Feb 2001 - Jan 2015 |
0.00%
0 out of 117 |
US Inflation Adjusted | +5.40% |
+10.62%
Mar 2009 - Feb 2023 |
+3.04%
Feb 2001 - Jan 2015 |
0.00%
0 out of 117 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.49% |
+13.93%
Mar 2009 - Feb 2024 |
+4.57%
Feb 2001 - Jan 2016 |
0.00%
0 out of 105 |
US Inflation Adjusted | +5.37% |
+11.08%
Mar 2009 - Feb 2024 |
+2.48%
Feb 2001 - Jan 2016 |
0.00%
0 out of 105 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.43% |
+9.43%
Jul 2008 - Jun 2024 |
+5.42%
Nov 2000 - Oct 2016 |
0.00%
0 out of 93 |
US Inflation Adjusted | +5.15% |
+6.97%
Jul 2008 - Jun 2024 |
+3.27%
Nov 2000 - Oct 2016 |
0.00%
0 out of 93 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.55% |
+8.96%
Feb 2003 - Jan 2020 |
+5.93%
Jan 2002 - Dec 2018 |
0.00%
0 out of 81 |
US Inflation Adjusted | +5.13% |
+6.75%
Feb 2003 - Jan 2020 |
+3.75%
Jan 2002 - Dec 2018 |
0.00%
0 out of 81 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.84% |
+9.45%
Apr 2003 - Mar 2021 |
+5.25%
Jan 2001 - Dec 2018 |
0.00%
0 out of 69 |
US Inflation Adjusted | +5.37% |
+7.26%
Apr 2003 - Mar 2021 |
+3.11%
Jan 2001 - Dec 2018 |
0.00%
0 out of 69 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.02% |
+9.61%
Apr 2003 - Mar 2022 |
+5.33%
Apr 2001 - Mar 2020 |
0.00%
0 out of 57 |
US Inflation Adjusted | +5.35% |
+7.06%
Apr 2003 - Mar 2022 |
+3.23%
Apr 2001 - Mar 2020 |
0.00%
0 out of 57 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.20% |
+9.10%
Apr 2003 - Mar 2023 |
+5.72%
Nov 2000 - Oct 2020 |
0.00%
0 out of 45 |
US Inflation Adjusted | +5.57% |
+6.43%
Apr 2003 - Mar 2023 |
+3.61%
Nov 2000 - Oct 2020 |
0.00%
0 out of 45 |
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To obtain comprehensive information, please consult the SPDR Portfolio S&P 500 Value ETF (SPYV) ETF: Historical Returns page.