SPDR S&P 400 Mid Cap Growth ETF (MDYG): Rolling Returns

Data Source: from December 2005 to June 2024 (~19 years)
Consolidated Returns as of 30 June 2024

Holding the SPDR S&P 400 Mid Cap Growth ETF (MDYG) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~19 years), the longest period with a negative return lasted 53 months (from April 2006 to August 2010).

This means that every rolling period of 54 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Growth ETF (MDYG) 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 S&P 400 MID CAP GROWTH ETF (MDYG) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 December 2005 - 30 June 2024 (~19 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 +11.45% +76.72%
Apr 2020 - Mar 2021
-46.43%
Dec 2007 - Nov 2008
24.53%
52 out of 212
US Inflation Adjusted +9.50% +72.21%
Apr 2020 - Mar 2021
-47.02%
Dec 2007 - Nov 2008
30.66%
65 out of 212
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 +9.01% +53.20%
Mar 2009 - Feb 2011
-26.05%
Mar 2007 - Feb 2009
18.00%
36 out of 200
US Inflation Adjusted +6.83% +49.99%
Mar 2009 - Feb 2011
-27.54%
Mar 2007 - Feb 2009
22.00%
44 out of 200
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 +10.30% +34.74%
Mar 2009 - Feb 2012
-15.37%
Mar 2006 - Feb 2009
11.70%
22 out of 188
US Inflation Adjusted +8.28% +31.60%
Mar 2009 - Feb 2012
-17.17%
Mar 2006 - Feb 2009
18.09%
34 out of 188
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 +10.70% +28.69%
Mar 2009 - Feb 2013
-0.40%
Oct 2007 - Sep 2011
1.14%
2 out of 176
US Inflation Adjusted +8.66% +25.80%
Mar 2009 - Feb 2013
-2.44%
Oct 2007 - Sep 2011
4.55%
8 out of 176
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 +9.93% +28.26%
Mar 2009 - Feb 2014
+1.99%
Apr 2015 - Mar 2020
0.00%
0 out of 164
US Inflation Adjusted +7.68% +25.67%
Mar 2009 - Feb 2014
+0.17%
Apr 2015 - Mar 2020
0.00%
0 out of 164
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 +10.54% +25.03%
Mar 2009 - Feb 2015
+3.73%
Apr 2014 - Mar 2020
0.00%
0 out of 152
US Inflation Adjusted +8.83% +22.94%
Mar 2009 - Feb 2015
+1.87%
Nov 2017 - Oct 2023
0.00%
0 out of 152
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 +10.90% +20.32%
Dec 2008 - Nov 2015
+6.00%
Apr 2013 - Mar 2020
0.00%
0 out of 140
US Inflation Adjusted +9.21% +18.44%
Dec 2008 - Nov 2015
+3.80%
Jul 2015 - Jun 2022
0.00%
0 out of 140
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 +10.52% +20.59%
Mar 2009 - Feb 2017
+7.06%
Apr 2012 - Mar 2020
0.00%
0 out of 128
US Inflation Adjusted +8.23% +18.53%
Mar 2009 - Feb 2017
+4.01%
Jun 2015 - May 2023
0.00%
0 out of 128
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 +10.26% +19.84%
Mar 2009 - Feb 2018
+6.61%
Apr 2011 - Mar 2020
0.00%
0 out of 116
US Inflation Adjusted +8.46% +17.73%
Mar 2009 - Feb 2018
+4.58%
Nov 2014 - Oct 2023
0.00%
0 out of 116
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 +10.77% +17.92%
Mar 2009 - Feb 2019
+7.64%
Feb 2006 - Jan 2016
0.00%
0 out of 104
US Inflation Adjusted +8.35% +15.88%
Mar 2009 - Feb 2019
+4.89%
Nov 2013 - Oct 2023
0.00%
0 out of 104
10 Years Annualized Rolling Returns
Timeframes ending in every month

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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 +10.52% +16.42%
Dec 2008 - Nov 2019
+8.21%
Jan 2008 - Dec 2018
0.00%
0 out of 92
US Inflation Adjusted +8.21% +14.42%
Dec 2008 - Nov 2019
+6.25%
Jul 2011 - Jun 2022
0.00%
0 out of 92
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 +10.40% +18.19%
Mar 2009 - Feb 2021
+7.96%
Jun 2007 - May 2019
0.00%
0 out of 80
US Inflation Adjusted +8.12% +16.10%
Mar 2009 - Feb 2021
+6.08%
Jun 2007 - May 2019
0.00%
0 out of 80
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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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.52% +16.91%
Dec 2008 - Nov 2021
+6.75%
Apr 2007 - Mar 2020
0.00%
0 out of 68
US Inflation Adjusted +7.93% +14.52%
Dec 2008 - Nov 2021
+4.89%
Apr 2007 - Mar 2020
0.00%
0 out of 68
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.64% +15.09%
Mar 2009 - Feb 2023
+6.78%
Apr 2006 - Mar 2020
0.00%
0 out of 56
US Inflation Adjusted +8.45% +12.26%
Mar 2009 - Feb 2023
+4.84%
Apr 2006 - Mar 2020
0.00%
0 out of 56
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.27% +15.46%
Mar 2009 - Feb 2024
+7.79%
Oct 2007 - Sep 2022
0.00%
0 out of 44
US Inflation Adjusted +8.20% +12.57%
Mar 2009 - Feb 2024
+5.29%
Oct 2007 - Sep 2022
0.00%
0 out of 44
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.16% +11.01%
Apr 2008 - Mar 2024
+7.72%
Nov 2007 - Oct 2023
0.00%
0 out of 32
US Inflation Adjusted +6.58% +8.56%
Jan 2006 - Dec 2021
+5.16%
Nov 2007 - Oct 2023
0.00%
0 out of 32
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.16% +9.90%
Aug 2006 - Jul 2023
+8.61%
May 2006 - Apr 2023
0.00%
0 out of 20
US Inflation Adjusted +6.54% +7.30%
Aug 2006 - Jul 2023
+6.00%
Nov 2006 - Oct 2023
0.00%
0 out of 20
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.37% +9.92%
Jun 2006 - May 2024
+9.00%
Dec 2005 - Nov 2023
0.00%
0 out of 8
US Inflation Adjusted +6.71% +7.25%
Jun 2006 - May 2024
+6.36%
Dec 2005 - Nov 2023
0.00%
0 out of 8
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Growth ETF (MDYG) ETF: Historical Returns page.