SPDR S&P 400 Mid Cap Value ETF (MDYV): Rolling Returns

Data Source: from December 2005 to April 2024 (~18 years)
Consolidated Returns as of 30 April 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 (~18 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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 December 2005 - 30 April 2024 (~18 years)
Inflation Adjusted:

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
30.95%
65 out of 210
US Inflation Adjusted +8.76% +84.18%
Apr 2020 - Mar 2021
-45.48%
Mar 2008 - Feb 2009
37.14%
78 out of 210
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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
19.70%
39 out of 198
US Inflation Adjusted +6.35% +44.91%
Mar 2009 - Feb 2011
-31.96%
Mar 2007 - Feb 2009
27.27%
54 out of 198
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.83% +30.16%
Mar 2009 - Feb 2012
-18.02%
Mar 2006 - Feb 2009
17.20%
32 out of 186
US Inflation Adjusted +7.88% +27.12%
Mar 2009 - Feb 2012
-19.76%
Mar 2006 - Feb 2009
19.35%
36 out of 186
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.91% +26.72%
Mar 2009 - Feb 2013
-4.01%
Oct 2007 - Sep 2011
9.20%
16 out of 174
US Inflation Adjusted +7.06% +23.88%
Mar 2009 - Feb 2013
-5.98%
Oct 2007 - Sep 2011
16.67%
29 out of 174
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.10% +26.59%
Mar 2009 - Feb 2014
-1.60%
Apr 2015 - Mar 2020
3.09%
5 out of 162
US Inflation Adjusted +6.51% +24.04%
Mar 2009 - Feb 2014
-3.43%
Jun 2007 - May 2012
10.49%
17 out of 162
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.66% +23.98%
Mar 2009 - Feb 2015
+0.32%
Apr 2014 - Mar 2020
0.00%
0 out of 150
US Inflation Adjusted +7.50% +21.91%
Mar 2009 - Feb 2015
-1.17%
Apr 2014 - Mar 2020
1.33%
2 out of 150
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.70% +18.25%
Apr 2009 - Mar 2016
+3.09%
Apr 2013 - Mar 2020
0.00%
0 out of 138
US Inflation Adjusted +7.48% +16.34%
Apr 2009 - Mar 2016
+1.55%
Apr 2013 - Mar 2020
0.00%
0 out of 138
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.43% +20.04%
Mar 2009 - Feb 2017
+5.05%
Apr 2012 - Mar 2020
0.00%
0 out of 126
US Inflation Adjusted +7.17% +17.99%
Mar 2009 - Feb 2017
+3.48%
Apr 2012 - Mar 2020
0.00%
0 out of 126
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.37% +18.17%
Mar 2009 - Feb 2018
+4.63%
Apr 2011 - Mar 2020
0.00%
0 out of 114
US Inflation Adjusted +7.28% +16.10%
Mar 2009 - Feb 2018
+2.94%
Apr 2011 - Mar 2020
0.00%
0 out of 114
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.66% +16.93%
Mar 2009 - Feb 2019
+5.59%
Feb 2006 - Jan 2016
0.00%
0 out of 102
US Inflation Adjusted +7.64% +14.91%
Mar 2009 - Feb 2019
+3.75%
Feb 2006 - Jan 2016
0.00%
0 out of 102
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.02% +14.49%
Mar 2009 - Feb 2020
+6.93%
May 2007 - Apr 2018
0.00%
0 out of 90
US Inflation Adjusted +7.80% +12.45%
Mar 2009 - Feb 2020
+5.05%
May 2007 - Apr 2018
0.00%
0 out of 90
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.80% +15.99%
Mar 2009 - Feb 2021
+5.40%
Apr 2008 - Mar 2020
0.00%
0 out of 78
US Inflation Adjusted +7.04% +13.93%
Mar 2009 - Feb 2021
+3.74%
Apr 2008 - Mar 2020
0.00%
0 out of 78
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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 66
US Inflation Adjusted +7.23% +13.28%
Mar 2009 - Feb 2022
+1.90%
Apr 2007 - Mar 2020
0.00%
0 out of 66
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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 54
US Inflation Adjusted +6.79% +12.08%
Mar 2009 - Feb 2023
+2.43%
Apr 2006 - Mar 2020
0.00%
0 out of 54
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.67% +14.23%
Mar 2009 - Feb 2024
+7.01%
Jul 2007 - Jun 2022
0.00%
0 out of 42
US Inflation Adjusted +6.49% +11.37%
Mar 2009 - Feb 2024
+4.52%
Jul 2007 - Jun 2022
0.00%
0 out of 42
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.07% +9.61%
Apr 2008 - Mar 2024
+6.68%
Jun 2007 - May 2023
0.00%
0 out of 30
US Inflation Adjusted +5.57% +7.03%
Apr 2008 - Mar 2024
+4.16%
Jun 2007 - May 2023
0.00%
0 out of 30
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.78% +8.59%
Aug 2006 - Jul 2023
+7.13%
Nov 2006 - Oct 2023
0.00%
0 out of 18
US Inflation Adjusted +5.19% +6.03%
Aug 2006 - Jul 2023
+4.51%
Nov 2006 - Oct 2023
0.00%
0 out of 18
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.00% +8.48%
Jan 2006 - Dec 2023
+7.87%
May 2006 - Apr 2024
0.00%
0 out of 6
US Inflation Adjusted +5.39% +5.84%
Jan 2006 - Dec 2023
+5.25%
May 2006 - Apr 2024
0.00%
0 out of 6
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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