Data Source: from November 2000 to March 2024 (~23 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the SPDR S&P 600 Small Cap Value ETF (SLYV) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~23 years), the longest period with a negative return lasted 86 months (from January 2002 to February 2009).
This means that every rolling period of 87 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR S&P 600 Small Cap Value ETF (SLYV) 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 600 SMALL CAP VALUE ETF (SLYV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 November 2000 - 31 March 2024 (~23 years)
Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.86% |
+103.96%
Apr 2020 - Mar 2021 |
-45.20%
Mar 2008 - Feb 2009 |
27.78%
75 out of 270 |
| US Inflation Adjusted | +7.99% |
+98.75%
Apr 2020 - Mar 2021 |
-45.20%
Mar 2008 - Feb 2009 |
31.48%
85 out of 270 |
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 | +11.85% |
+51.03%
Mar 2009 - Feb 2011 |
-30.74%
Mar 2007 - Feb 2009 |
17.83%
46 out of 258 |
| US Inflation Adjusted | +9.09% |
+47.87%
Mar 2009 - Feb 2011 |
-32.14%
Mar 2007 - Feb 2009 |
22.09%
57 out of 258 |
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 | +11.69% |
+33.44%
Mar 2009 - Feb 2012 |
-18.30%
Mar 2006 - Feb 2009 |
13.41%
33 out of 246 |
| US Inflation Adjusted | +9.16% |
+30.33%
Mar 2009 - Feb 2012 |
-20.04%
Mar 2006 - Feb 2009 |
17.48%
43 out of 246 |
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 | +10.20% |
+28.58%
Mar 2009 - Feb 2013 |
-11.13%
Mar 2005 - Feb 2009 |
9.40%
22 out of 234 |
| US Inflation Adjusted | +8.01% |
+25.69%
Mar 2009 - Feb 2013 |
-13.33%
Mar 2005 - Feb 2009 |
17.09%
40 out of 234 |
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 | +9.38% |
+29.14%
Mar 2009 - Feb 2014 |
-7.68%
Mar 2004 - Feb 2009 |
4.95%
11 out of 222 |
| US Inflation Adjusted | +6.94% |
+26.53%
Mar 2009 - Feb 2014 |
-10.06%
Mar 2004 - Feb 2009 |
14.86%
33 out of 222 |
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 | +9.35% |
+25.14%
Mar 2009 - Feb 2015 |
-0.39%
Apr 2014 - Mar 2020 |
0.48%
1 out of 210 |
| US Inflation Adjusted | +6.66% |
+23.05%
Mar 2009 - Feb 2015 |
-1.87%
Apr 2014 - Mar 2020 |
1.90%
4 out of 210 |
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 | +9.08% |
+19.34%
Apr 2009 - Mar 2016 |
-0.85%
Mar 2002 - Feb 2009 |
1.01%
2 out of 198 |
| US Inflation Adjusted | +6.12% |
+17.44%
Mar 2009 - Feb 2016 |
-3.34%
Mar 2002 - Feb 2009 |
2.53%
5 out of 198 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.59% |
+21.33%
Mar 2009 - Feb 2017 |
+1.09%
Mar 2001 - Feb 2009 |
0.00%
0 out of 186 |
| US Inflation Adjusted | +6.29% |
+19.26%
Mar 2009 - Feb 2017 |
-1.27%
Mar 2001 - Feb 2009 |
0.54%
1 out of 186 |
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 | +8.91% |
+19.80%
Mar 2009 - Feb 2018 |
+4.77%
Apr 2011 - Mar 2020 |
0.00%
0 out of 174 |
| US Inflation Adjusted | +6.51% |
+17.69%
Mar 2009 - Feb 2018 |
+2.95%
Nov 2014 - Oct 2023 |
0.00%
0 out of 174 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.54% |
+18.22%
Mar 2009 - Feb 2019 |
+6.16%
Apr 2010 - Mar 2020 |
0.00%
0 out of 162 |
| US Inflation Adjusted | +7.13% |
+16.17%
Mar 2009 - Feb 2019 |
+3.47%
Nov 2013 - Oct 2023 |
0.00%
0 out of 162 |
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 | +9.65% |
+15.26%
Mar 2009 - Feb 2020 |
+7.15%
Feb 2005 - Jan 2016 |
0.00%
0 out of 150 |
| US Inflation Adjusted | +7.27% |
+13.21%
Mar 2009 - Feb 2020 |
+5.07%
Feb 2005 - Jan 2016 |
0.00%
0 out of 150 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.77% |
+17.41%
Mar 2009 - Feb 2021 |
+5.76%
Apr 2008 - Mar 2020 |
0.00%
0 out of 138 |
| US Inflation Adjusted | +7.32% |
+15.33%
Mar 2009 - Feb 2021 |
+4.10%
Apr 2008 - Mar 2020 |
0.00%
0 out of 138 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.99% |
+16.68%
Mar 2009 - Feb 2022 |
+4.08%
Apr 2007 - Mar 2020 |
0.00%
0 out of 126 |
| US Inflation Adjusted | +7.71% |
+14.10%
Mar 2009 - Feb 2022 |
+2.26%
Apr 2007 - Mar 2020 |
0.00%
0 out of 126 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.91% |
+15.39%
Mar 2009 - Feb 2023 |
+4.56%
Apr 2006 - Mar 2020 |
0.00%
0 out of 114 |
| US Inflation Adjusted | +7.58% |
+12.55%
Mar 2009 - Feb 2023 |
+2.66%
Apr 2006 - Mar 2020 |
0.00%
0 out of 114 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.42% |
+14.36%
Mar 2009 - Feb 2024 |
+5.57%
Apr 2005 - Mar 2020 |
0.00%
0 out of 102 |
| US Inflation Adjusted | +7.21% |
+11.50%
Mar 2009 - Feb 2024 |
+3.54%
Apr 2005 - Mar 2020 |
0.00%
0 out of 102 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.32% |
+11.87%
Oct 2002 - Sep 2018 |
+5.52%
Apr 2004 - Mar 2020 |
0.00%
0 out of 90 |
| US Inflation Adjusted | +7.07% |
+9.57%
Oct 2002 - Sep 2018 |
+3.42%
Apr 2004 - Mar 2020 |
0.00%
0 out of 90 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.34% |
+11.81%
Nov 2000 - Oct 2017 |
+7.04%
Nov 2006 - Oct 2023 |
0.00%
0 out of 78 |
| US Inflation Adjusted | +6.94% |
+9.53%
Nov 2000 - Oct 2017 |
+4.42%
Nov 2006 - Oct 2023 |
0.00%
0 out of 78 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.33% |
+12.10%
Apr 2003 - Mar 2021 |
+6.53%
Apr 2002 - Mar 2020 |
0.00%
0 out of 66 |
| US Inflation Adjusted | +6.75% |
+9.85%
Apr 2003 - Mar 2021 |
+4.37%
Apr 2002 - Mar 2020 |
0.00%
0 out of 66 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.24% |
+11.60%
Apr 2003 - Mar 2022 |
+7.58%
Apr 2001 - Mar 2020 |
0.00%
0 out of 54 |
| US Inflation Adjusted | +6.65% |
+9.05%
Mar 2003 - Feb 2022 |
+5.13%
Nov 2004 - Oct 2023 |
0.00%
0 out of 54 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 20 Years (240 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.02% |
+11.08%
Apr 2001 - Mar 2021 |
+8.22%
Nov 2003 - Oct 2023 |
0.00%
0 out of 42 |
| US Inflation Adjusted | +7.62% |
+8.84%
Apr 2001 - Mar 2021 |
+5.50%
Nov 2003 - Oct 2023 |
0.00%
0 out of 42 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the SPDR S&P 600 Small Cap Value ETF (SLYV) ETF: Historical Returns page.
