Data Source: from November 2000 to June 2024 (~24 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 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 (~24 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 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 November 2000 - 30 June 2024 (~24 years)
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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 |
27.47%
75 out of 273 |
| US Inflation Adjusted | +7.99% |
+98.75%
Apr 2020 - Mar 2021 |
-45.20%
Mar 2008 - Feb 2009 |
31.14%
85 out of 273 |
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 | +11.01% |
+51.03%
Mar 2009 - Feb 2011 |
-30.74%
Mar 2007 - Feb 2009 |
17.62%
46 out of 261 |
| US Inflation Adjusted | +8.95% |
+47.87%
Mar 2009 - Feb 2011 |
-32.14%
Mar 2007 - Feb 2009 |
22.61%
59 out of 261 |
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 | +11.67% |
+33.44%
Mar 2009 - Feb 2012 |
-18.30%
Mar 2006 - Feb 2009 |
14.46%
36 out of 249 |
| US Inflation Adjusted | +8.90% |
+30.33%
Mar 2009 - Feb 2012 |
-20.04%
Mar 2006 - Feb 2009 |
18.47%
46 out of 249 |
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 | +10.24% |
+28.58%
Mar 2009 - Feb 2013 |
-11.13%
Mar 2005 - Feb 2009 |
9.28%
22 out of 237 |
| US Inflation Adjusted | +8.39% |
+25.69%
Mar 2009 - Feb 2013 |
-13.33%
Mar 2005 - Feb 2009 |
16.88%
40 out of 237 |
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 | +9.38% |
+29.14%
Mar 2009 - Feb 2014 |
-7.68%
Mar 2004 - Feb 2009 |
4.89%
11 out of 225 |
| US Inflation Adjusted | +6.87% |
+26.53%
Mar 2009 - Feb 2014 |
-10.06%
Mar 2004 - Feb 2009 |
14.67%
33 out of 225 |
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 | +9.28% |
+25.14%
Mar 2009 - Feb 2015 |
-0.39%
Apr 2014 - Mar 2020 |
0.47%
1 out of 213 |
| US Inflation Adjusted | +6.61% |
+23.05%
Mar 2009 - Feb 2015 |
-1.87%
Apr 2014 - Mar 2020 |
1.88%
4 out of 213 |
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 | +9.08% |
+19.34%
Apr 2009 - Mar 2016 |
-0.85%
Mar 2002 - Feb 2009 |
1.00%
2 out of 201 |
| US Inflation Adjusted | +6.11% |
+17.44%
Mar 2009 - Feb 2016 |
-3.34%
Mar 2002 - Feb 2009 |
2.49%
5 out of 201 |
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 | +8.59% |
+21.33%
Mar 2009 - Feb 2017 |
+1.09%
Mar 2001 - Feb 2009 |
0.00%
0 out of 189 |
| US Inflation Adjusted | +6.27% |
+19.26%
Mar 2009 - Feb 2017 |
-1.27%
Mar 2001 - Feb 2009 |
0.53%
1 out of 189 |
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 | +8.91% |
+19.80%
Mar 2009 - Feb 2018 |
+4.77%
Apr 2011 - Mar 2020 |
0.00%
0 out of 177 |
| US Inflation Adjusted | +6.50% |
+17.69%
Mar 2009 - Feb 2018 |
+2.95%
Nov 2014 - Oct 2023 |
0.00%
0 out of 177 |
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 | +9.49% |
+18.22%
Mar 2009 - Feb 2019 |
+6.16%
Apr 2010 - Mar 2020 |
0.00%
0 out of 165 |
| US Inflation Adjusted | +7.13% |
+16.17%
Mar 2009 - Feb 2019 |
+3.47%
Nov 2013 - Oct 2023 |
0.00%
0 out of 165 |
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 | +9.63% |
+15.26%
Mar 2009 - Feb 2020 |
+7.15%
Feb 2005 - Jan 2016 |
0.00%
0 out of 153 |
| US Inflation Adjusted | +7.26% |
+13.21%
Mar 2009 - Feb 2020 |
+5.07%
Feb 2005 - Jan 2016 |
0.00%
0 out of 153 |
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 | +9.77% |
+17.41%
Mar 2009 - Feb 2021 |
+5.76%
Apr 2008 - Mar 2020 |
0.00%
0 out of 141 |
| US Inflation Adjusted | +7.32% |
+15.33%
Mar 2009 - Feb 2021 |
+4.10%
Apr 2008 - Mar 2020 |
0.00%
0 out of 141 |
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 | +9.97% |
+16.68%
Mar 2009 - Feb 2022 |
+4.08%
Apr 2007 - Mar 2020 |
0.00%
0 out of 129 |
| US Inflation Adjusted | +7.69% |
+14.10%
Mar 2009 - Feb 2022 |
+2.26%
Apr 2007 - Mar 2020 |
0.00%
0 out of 129 |
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 | +9.95% |
+15.39%
Mar 2009 - Feb 2023 |
+4.56%
Apr 2006 - Mar 2020 |
0.00%
0 out of 117 |
| US Inflation Adjusted | +7.58% |
+12.55%
Mar 2009 - Feb 2023 |
+2.66%
Apr 2006 - Mar 2020 |
0.00%
0 out of 117 |
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 | +9.44% |
+14.36%
Mar 2009 - Feb 2024 |
+5.57%
Apr 2005 - Mar 2020 |
0.00%
0 out of 105 |
| US Inflation Adjusted | +7.28% |
+11.50%
Mar 2009 - Feb 2024 |
+3.54%
Apr 2005 - Mar 2020 |
0.00%
0 out of 105 |
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 | +9.32% |
+11.87%
Oct 2002 - Sep 2018 |
+5.52%
Apr 2004 - Mar 2020 |
0.00%
0 out of 93 |
| US Inflation Adjusted | +7.01% |
+9.57%
Oct 2002 - Sep 2018 |
+3.42%
Apr 2004 - Mar 2020 |
0.00%
0 out of 93 |
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 | +9.27% |
+11.81%
Nov 2000 - Oct 2017 |
+7.04%
Nov 2006 - Oct 2023 |
0.00%
0 out of 81 |
| US Inflation Adjusted | +6.94% |
+9.53%
Nov 2000 - Oct 2017 |
+4.42%
Nov 2006 - Oct 2023 |
0.00%
0 out of 81 |
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 | +9.31% |
+12.10%
Apr 2003 - Mar 2021 |
+6.53%
Apr 2002 - Mar 2020 |
0.00%
0 out of 69 |
| US Inflation Adjusted | +6.73% |
+9.85%
Apr 2003 - Mar 2021 |
+4.37%
Apr 2002 - Mar 2020 |
0.00%
0 out of 69 |
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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Annualized Rolling Returns - 19 Years (228 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.21% |
+11.60%
Apr 2003 - Mar 2022 |
+7.58%
Apr 2001 - Mar 2020 |
0.00%
0 out of 57 |
| US Inflation Adjusted | +6.57% |
+9.05%
Mar 2003 - Feb 2022 |
+5.13%
Nov 2004 - Oct 2023 |
0.00%
0 out of 57 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 20 Years (240 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.91% |
+11.08%
Apr 2001 - Mar 2021 |
+8.22%
Nov 2003 - Oct 2023 |
0.00%
0 out of 45 |
| US Inflation Adjusted | +7.40% |
+8.84%
Apr 2001 - Mar 2021 |
+5.50%
Nov 2003 - Oct 2023 |
0.00%
0 out of 45 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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To obtain comprehensive information, please consult the SPDR S&P 600 Small Cap Value ETF (SLYV) ETF: Historical Returns page.
