SPDR S&P 400 Mid Cap Value ETF (MDYV): 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 Value ETF (MDYV) 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 69 months (from July 2014 to March 2020).

This means that every rolling period of 70 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR S&P 400 Mid Cap Value ETF (MDYV) 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 VALUE ETF (MDYV) 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 +10.84% +89.00%
Apr 2020 - Mar 2021
-45.48%
Mar 2008 - Feb 2009
30.66%
65 out of 212
US Inflation Adjusted +8.76% +84.18%
Apr 2020 - Mar 2021
-45.48%
Mar 2008 - Feb 2009
36.79%
78 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 +8.50% +48.01%
Mar 2009 - Feb 2011
-30.56%
Mar 2007 - Feb 2009
19.50%
39 out of 200
US Inflation Adjusted +6.35% +44.91%
Mar 2009 - Feb 2011
-31.96%
Mar 2007 - Feb 2009
27.00%
54 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 +9.81% +30.16%
Mar 2009 - Feb 2012
-18.02%
Mar 2006 - Feb 2009
17.02%
32 out of 188
US Inflation Adjusted +7.85% +27.12%
Mar 2009 - Feb 2012
-19.76%
Mar 2006 - Feb 2009
20.21%
38 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 +10.00% +26.72%
Mar 2009 - Feb 2013
-4.01%
Oct 2007 - Sep 2011
9.09%
16 out of 176
US Inflation Adjusted +7.09% +23.88%
Mar 2009 - Feb 2013
-5.98%
Oct 2007 - Sep 2011
16.48%
29 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 +9.27% +26.59%
Mar 2009 - Feb 2014
-1.60%
Apr 2015 - Mar 2020
3.05%
5 out of 164
US Inflation Adjusted +6.51% +24.04%
Mar 2009 - Feb 2014
-3.43%
Jun 2007 - May 2012
10.37%
17 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 +9.49% +23.98%
Mar 2009 - Feb 2015
+0.32%
Apr 2014 - Mar 2020
0.00%
0 out of 152
US Inflation Adjusted +7.50% +21.91%
Mar 2009 - Feb 2015
-1.17%
Apr 2014 - Mar 2020
1.32%
2 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 +9.69% +18.25%
Apr 2009 - Mar 2016
+3.09%
Apr 2013 - Mar 2020
0.00%
0 out of 140
US Inflation Adjusted +7.41% +16.34%
Apr 2009 - Mar 2016
+1.55%
Apr 2013 - Mar 2020
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 +9.48% +20.04%
Mar 2009 - Feb 2017
+5.05%
Apr 2012 - Mar 2020
0.00%
0 out of 128
US Inflation Adjusted +7.17% +17.99%
Mar 2009 - Feb 2017
+3.48%
Apr 2012 - Mar 2020
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 +9.32% +18.17%
Mar 2009 - Feb 2018
+4.63%
Apr 2011 - Mar 2020
0.00%
0 out of 116
US Inflation Adjusted +7.26% +16.10%
Mar 2009 - Feb 2018
+2.94%
Apr 2011 - Mar 2020
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 +9.62% +16.93%
Mar 2009 - Feb 2019
+5.59%
Feb 2006 - Jan 2016
0.00%
0 out of 104
US Inflation Adjusted +7.59% +14.91%
Mar 2009 - Feb 2019
+3.75%
Feb 2006 - Jan 2016
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 +10.01% +14.49%
Mar 2009 - Feb 2020
+6.93%
May 2007 - Apr 2018
0.00%
0 out of 92
US Inflation Adjusted +7.52% +12.45%
Mar 2009 - Feb 2020
+5.05%
May 2007 - Apr 2018
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 +9.87% +15.99%
Mar 2009 - Feb 2021
+5.40%
Apr 2008 - Mar 2020
0.00%
0 out of 80
US Inflation Adjusted +7.12% +13.93%
Mar 2009 - Feb 2021
+3.74%
Apr 2008 - Mar 2020
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 +9.95% +15.84%
Mar 2009 - Feb 2022
+3.71%
Apr 2007 - Mar 2020
0.00%
0 out of 68
US Inflation Adjusted +7.20% +13.28%
Mar 2009 - Feb 2022
+1.90%
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 +9.03% +14.91%
Mar 2009 - Feb 2023
+4.33%
Apr 2006 - Mar 2020
0.00%
0 out of 56
US Inflation Adjusted +6.80% +12.08%
Mar 2009 - Feb 2023
+2.43%
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 +8.72% +14.23%
Mar 2009 - Feb 2024
+7.01%
Jul 2007 - Jun 2022
0.00%
0 out of 44
US Inflation Adjusted +6.52% +11.37%
Mar 2009 - Feb 2024
+4.52%
Jul 2007 - Jun 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 +8.14% +9.61%
Apr 2008 - Mar 2024
+6.68%
Jun 2007 - May 2023
0.00%
0 out of 32
US Inflation Adjusted +5.64% +7.03%
Apr 2008 - Mar 2024
+4.16%
Jun 2007 - May 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 +7.76% +8.59%
Aug 2006 - Jul 2023
+7.13%
Nov 2006 - Oct 2023
0.00%
0 out of 20
US Inflation Adjusted +5.16% +6.03%
Aug 2006 - Jul 2023
+4.51%
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 +8.08% +8.48%
Jan 2006 - Dec 2023
+7.86%
May 2006 - Apr 2024
0.00%
0 out of 8
US Inflation Adjusted +5.45% +5.84%
Jan 2006 - Dec 2023
+5.23%
May 2006 - Apr 2024
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 Value ETF (MDYV) ETF: Historical Returns page.