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.
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Annualized Rolling Returns - 1 Year (12 months)
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 |
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Annualized Rolling Returns - 2 Years (24 months)
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 |
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Annualized Rolling Returns - 3 Years (36 months)
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 |
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Annualized Rolling Returns - 4 Years (48 months)
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 |
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Annualized Rolling Returns - 5 Years (60 months)
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 |
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Annualized Rolling Returns - 6 Years (72 months)
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 |
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Annualized Rolling Returns - 7 Years (84 months)
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 |
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Annualized Rolling Returns - 8 Years (96 months)
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 |
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Annualized Rolling Returns - 9 Years (108 months)
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 |
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Annualized Rolling Returns - 10 Years (120 months)
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 |
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Annualized Rolling Returns - 11 Years (132 months)
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 |
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Annualized Rolling Returns - 12 Years (144 months)
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 |
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Annualized Rolling Returns - 13 Years (156 months)
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 |
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Annualized Rolling Returns - 14 Years (168 months)
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 |
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Annualized Rolling Returns - 15 Years (180 months)
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 |
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Annualized Rolling Returns - 16 Years (192 months)
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 |
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Annualized Rolling Returns - 17 Years (204 months)
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 |
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Annualized Rolling Returns - 18 Years (216 months)
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 |
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Annualized Rolling Returns - 19 Years (228 months)
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 |
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Annualized Rolling Returns - 20 Years (240 months)
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 |
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To obtain comprehensive information, please consult the SPDR S&P MidCap 400 ETF (MDY) ETF: Historical Returns page.