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