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.
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Annualized Rolling Returns - 1 Year (12 months)
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 |
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Annualized Rolling Returns - 2 Years (24 months)
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 |
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Annualized Rolling Returns - 3 Years (36 months)
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 |
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Annualized Rolling Returns - 4 Years (48 months)
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 |
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Annualized Rolling Returns - 5 Years (60 months)
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 |
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Annualized Rolling Returns - 6 Years (72 months)
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 |
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Annualized Rolling Returns - 7 Years (84 months)
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 |
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Annualized Rolling Returns - 8 Years (96 months)
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 |
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Annualized Rolling Returns - 9 Years (108 months)
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 |
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Annualized Rolling Returns - 10 Years (120 months)
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 |
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Annualized Rolling Returns - 11 Years (132 months)
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 |
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Annualized Rolling Returns - 12 Years (144 months)
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 |
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Annualized Rolling Returns - 13 Years (156 months)
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 |
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Annualized Rolling Returns - 14 Years (168 months)
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 |
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Annualized Rolling Returns - 15 Years (180 months)
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 |
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Annualized Rolling Returns - 16 Years (192 months)
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 |
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Annualized Rolling Returns - 17 Years (204 months)
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 |
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Annualized Rolling Returns - 18 Years (216 months)
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 |
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To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Growth ETF (MDYG) ETF: Historical Returns page.