SPDR S&P MidCap 400 ETF (MDY): Rolling Returns

Data Source: from September 1995 to June 2024 (~29 years)
Consolidated Returns as of 30 June 2024

Holding the SPDR S&P MidCap 400 ETF (MDY) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~29 years), the longest period with a negative return lasted 107 months (from April 2000 to February 2009).

This means that every rolling period of 108 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR S&P MidCap 400 ETF (MDY) 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 MIDCAP 400 ETF (MDY) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 September 1995 - 30 June 2024 (~29 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 +12.32% +83.23%
Apr 2020 - Mar 2021
-42.24%
Mar 2008 - Feb 2009
24.18%
81 out of 335
US Inflation Adjusted +10.33% +78.56%
Apr 2020 - Mar 2021
-42.25%
Mar 2008 - Feb 2009
28.96%
97 out of 335
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 +12.44% +48.00%
Mar 2009 - Feb 2011
-25.82%
Mar 2007 - Feb 2009
16.10%
52 out of 323
US Inflation Adjusted +9.38% +44.90%
Mar 2009 - Feb 2011
-27.31%
Mar 2007 - Feb 2009
19.81%
64 out of 323
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 +11.06% +30.86%
Mar 2009 - Feb 2012
-15.51%
Mar 2006 - Feb 2009
10.93%
34 out of 311
US Inflation Adjusted +8.53% +27.81%
Mar 2009 - Feb 2012
-17.31%
Mar 2006 - Feb 2009
13.50%
42 out of 311
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 +10.47% +26.48%
Mar 2009 - Feb 2013
-8.38%
Mar 2005 - Feb 2009
5.69%
17 out of 299
US Inflation Adjusted +7.80% +23.64%
Mar 2009 - Feb 2013
-10.65%
Mar 2005 - Feb 2009
9.03%
27 out of 299
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 +9.42% +26.46%
Mar 2009 - Feb 2014
-4.62%
Mar 2004 - Feb 2009
1.74%
5 out of 287
US Inflation Adjusted +6.98% +23.90%
Mar 2009 - Feb 2014
-7.07%
Mar 2004 - Feb 2009
5.23%
15 out of 287
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 +9.85% +23.71%
Mar 2009 - Feb 2015
+2.16%
Apr 2014 - Mar 2020
0.00%
0 out of 275
US Inflation Adjusted +7.25% +21.64%
Mar 2009 - Feb 2015
+0.28%
Mar 2003 - Feb 2009
0.00%
0 out of 275
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 +9.82% +18.19%
Apr 2009 - Mar 2016
-0.61%
Mar 2002 - Feb 2009
0.76%
2 out of 263
US Inflation Adjusted +7.15% +16.33%
Mar 2009 - Feb 2016
-3.11%
Mar 2002 - Feb 2009
2.66%
7 out of 263
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 +10.00% +19.74%
Mar 2009 - Feb 2017
-0.19%
Mar 2001 - Feb 2009
0.40%
1 out of 251
US Inflation Adjusted +7.49% +17.70%
Mar 2009 - Feb 2017
-2.52%
Mar 2001 - Feb 2009
3.59%
9 out of 251
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 +9.58% +18.52%
Mar 2009 - Feb 2018
+0.59%
Mar 2000 - Feb 2009
0.00%
0 out of 239
US Inflation Adjusted +7.13% +16.43%
Mar 2009 - Feb 2018
-1.88%
Mar 2000 - Feb 2009
0.84%
2 out of 239
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 +9.84% +16.97%
Mar 2009 - Feb 2019
+3.31%
Mar 1999 - Feb 2009
0.00%
0 out of 227
US Inflation Adjusted +7.46% +14.94%
Mar 2009 - Feb 2019
+0.70%
Mar 1999 - Feb 2009
0.00%
0 out of 227
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 +9.75% +14.94%
Mar 2009 - Feb 2020
+3.20%
Mar 1998 - Feb 2009
0.00%
0 out of 215
US Inflation Adjusted +7.45% +12.89%
Mar 2009 - Feb 2020
+0.68%
Mar 1998 - Feb 2009
0.00%
0 out of 215
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 +9.38% +16.80%
Mar 2009 - Feb 2021
+5.52%
Mar 1997 - Feb 2009
0.00%
0 out of 203
US Inflation Adjusted +7.15% +14.73%
Mar 2009 - Feb 2021
+3.03%
Mar 1997 - Feb 2009
0.00%
0 out of 203
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 +9.40% +16.06%
Mar 2009 - Feb 2022
+5.49%
Apr 2007 - Mar 2020
0.00%
0 out of 191
US Inflation Adjusted +7.17% +13.49%
Mar 2009 - Feb 2022
+3.59%
Mar 1996 - Feb 2009
0.00%
0 out of 191
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 +9.49% +14.76%
Mar 2009 - Feb 2023
+5.68%
Apr 2006 - Mar 2020
0.00%
0 out of 179
US Inflation Adjusted +7.17% +11.94%
Mar 2009 - Feb 2023
+3.76%
Apr 2006 - Mar 2020
0.00%
0 out of 179
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 +9.54% +14.60%
Mar 2009 - Feb 2024
+6.68%
Apr 2005 - Mar 2020
0.00%
0 out of 167
US Inflation Adjusted +7.18% +11.73%
Mar 2009 - Feb 2024
+4.64%
Apr 2005 - Mar 2020
0.00%
0 out of 167
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 +9.72% +11.99%
Sep 1998 - Aug 2014
+6.88%
Apr 2004 - Mar 2020
0.00%
0 out of 155
US Inflation Adjusted +7.32% +9.52%
Oct 2002 - Sep 2018
+4.75%
Apr 2004 - Mar 2020
0.00%
0 out of 155
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 +9.61% +11.61%
Aug 1996 - Jul 2013
+8.04%
Nov 2006 - Oct 2023
0.00%
0 out of 143
US Inflation Adjusted +7.30% +9.06%
Apr 1997 - Mar 2014
+5.40%
Nov 2006 - Oct 2023
0.00%
0 out of 143
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 +9.66% +12.20%
Apr 2003 - Mar 2021
+6.87%
Apr 2002 - Mar 2020
0.00%
0 out of 131
US Inflation Adjusted +7.34% +9.94%
Apr 2003 - Mar 2021
+4.70%
Apr 2002 - Mar 2020
0.00%
0 out of 131
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 +9.81% +11.76%
Jan 2003 - Dec 2021
+7.43%
Apr 2001 - Mar 2020
0.00%
0 out of 119
US Inflation Adjusted +7.48% +9.28%
Nov 2002 - Oct 2021
+5.28%
Apr 2001 - Mar 2020
0.00%
0 out of 119
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 +10.00% +11.71%
Sep 1998 - Aug 2018
+6.67%
Apr 2000 - Mar 2020
0.00%
0 out of 107
US Inflation Adjusted +7.61% +9.33%
Sep 1998 - Aug 2018
+4.50%
Apr 2000 - Mar 2020
0.00%
0 out of 107
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 MidCap 400 ETF (MDY) ETF: Historical Returns page.