Data Source: from September 1995 to March 2024 (~29 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 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 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 September 1995 - 31 March 2024 (~29 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.18% |
+83.23%
Apr 2020 - Mar 2021 |
-42.24%
Mar 2008 - Feb 2009 |
24.40%
81 out of 332 |
| US Inflation Adjusted | +10.28% |
+78.56%
Apr 2020 - Mar 2021 |
-42.25%
Mar 2008 - Feb 2009 |
29.22%
97 out of 332 |
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 | +12.44% |
+48.00%
Mar 2009 - Feb 2011 |
-25.82%
Mar 2007 - Feb 2009 |
16.25%
52 out of 320 |
| US Inflation Adjusted | +9.38% |
+44.90%
Mar 2009 - Feb 2011 |
-27.31%
Mar 2007 - Feb 2009 |
20.00%
64 out of 320 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.13% |
+30.86%
Mar 2009 - Feb 2012 |
-15.51%
Mar 2006 - Feb 2009 |
11.04%
34 out of 308 |
| US Inflation Adjusted | +8.56% |
+27.81%
Mar 2009 - Feb 2012 |
-17.31%
Mar 2006 - Feb 2009 |
12.66%
39 out of 308 |
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 | +10.33% |
+26.48%
Mar 2009 - Feb 2013 |
-8.38%
Mar 2005 - Feb 2009 |
5.74%
17 out of 296 |
| US Inflation Adjusted | +7.76% |
+23.64%
Mar 2009 - Feb 2013 |
-10.65%
Mar 2005 - Feb 2009 |
9.12%
27 out of 296 |
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 | +9.39% |
+26.46%
Mar 2009 - Feb 2014 |
-4.62%
Mar 2004 - Feb 2009 |
1.76%
5 out of 284 |
| US Inflation Adjusted | +6.98% |
+23.90%
Mar 2009 - Feb 2014 |
-7.07%
Mar 2004 - Feb 2009 |
5.28%
15 out of 284 |
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 | +9.86% |
+23.71%
Mar 2009 - Feb 2015 |
+2.16%
Apr 2014 - Mar 2020 |
0.00%
0 out of 272 |
| US Inflation Adjusted | +7.26% |
+21.64%
Mar 2009 - Feb 2015 |
+0.28%
Mar 2003 - Feb 2009 |
0.00%
0 out of 272 |
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 | +9.83% |
+18.19%
Apr 2009 - Mar 2016 |
-0.61%
Mar 2002 - Feb 2009 |
0.77%
2 out of 260 |
| US Inflation Adjusted | +7.17% |
+16.33%
Mar 2009 - Feb 2016 |
-3.11%
Mar 2002 - Feb 2009 |
2.69%
7 out of 260 |
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 | +9.87% |
+19.74%
Mar 2009 - Feb 2017 |
-0.19%
Mar 2001 - Feb 2009 |
0.40%
1 out of 248 |
| US Inflation Adjusted | +7.65% |
+17.70%
Mar 2009 - Feb 2017 |
-2.52%
Mar 2001 - Feb 2009 |
3.63%
9 out of 248 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.60% |
+18.52%
Mar 2009 - Feb 2018 |
+0.59%
Mar 2000 - Feb 2009 |
0.00%
0 out of 236 |
| US Inflation Adjusted | +7.13% |
+16.43%
Mar 2009 - Feb 2018 |
-1.88%
Mar 2000 - Feb 2009 |
0.85%
2 out of 236 |
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 | +9.87% |
+16.97%
Mar 2009 - Feb 2019 |
+3.31%
Mar 1999 - Feb 2009 |
0.00%
0 out of 224 |
| US Inflation Adjusted | +7.49% |
+14.94%
Mar 2009 - Feb 2019 |
+0.70%
Mar 1999 - Feb 2009 |
0.00%
0 out of 224 |
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 | +9.70% |
+14.94%
Mar 2009 - Feb 2020 |
+3.20%
Mar 1998 - Feb 2009 |
0.00%
0 out of 212 |
| US Inflation Adjusted | +7.46% |
+12.89%
Mar 2009 - Feb 2020 |
+0.68%
Mar 1998 - Feb 2009 |
0.00%
0 out of 212 |
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 | +9.37% |
+16.80%
Mar 2009 - Feb 2021 |
+5.52%
Mar 1997 - Feb 2009 |
0.00%
0 out of 200 |
| US Inflation Adjusted | +7.12% |
+14.73%
Mar 2009 - Feb 2021 |
+3.03%
Mar 1997 - Feb 2009 |
0.00%
0 out of 200 |
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 | +9.38% |
+16.06%
Mar 2009 - Feb 2022 |
+5.49%
Apr 2007 - Mar 2020 |
0.00%
0 out of 188 |
| US Inflation Adjusted | +7.11% |
+13.49%
Mar 2009 - Feb 2022 |
+3.59%
Mar 1996 - Feb 2009 |
0.00%
0 out of 188 |
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 | +9.48% |
+14.76%
Mar 2009 - Feb 2023 |
+5.68%
Apr 2006 - Mar 2020 |
0.00%
0 out of 176 |
| US Inflation Adjusted | +7.14% |
+11.94%
Mar 2009 - Feb 2023 |
+3.76%
Apr 2006 - Mar 2020 |
0.00%
0 out of 176 |
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 | +9.52% |
+14.60%
Mar 2009 - Feb 2024 |
+6.68%
Apr 2005 - Mar 2020 |
0.00%
0 out of 164 |
| US Inflation Adjusted | +7.17% |
+11.73%
Mar 2009 - Feb 2024 |
+4.64%
Apr 2005 - Mar 2020 |
0.00%
0 out of 164 |
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 | +9.72% |
+11.99%
Sep 1998 - Aug 2014 |
+6.88%
Apr 2004 - Mar 2020 |
0.00%
0 out of 152 |
| US Inflation Adjusted | +7.33% |
+9.52%
Oct 2002 - Sep 2018 |
+4.75%
Apr 2004 - Mar 2020 |
0.00%
0 out of 152 |
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 | +9.63% |
+11.61%
Aug 1996 - Jul 2013 |
+8.04%
Nov 2006 - Oct 2023 |
0.00%
0 out of 140 |
| US Inflation Adjusted | +7.30% |
+9.06%
Apr 1997 - Mar 2014 |
+5.40%
Nov 2006 - Oct 2023 |
0.00%
0 out of 140 |
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 | +9.72% |
+12.20%
Apr 2003 - Mar 2021 |
+6.87%
Apr 2002 - Mar 2020 |
0.00%
0 out of 128 |
| US Inflation Adjusted | +7.34% |
+9.94%
Apr 2003 - Mar 2021 |
+4.70%
Apr 2002 - Mar 2020 |
0.00%
0 out of 128 |
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 | +9.87% |
+11.76%
Jan 2003 - Dec 2021 |
+7.43%
Apr 2001 - Mar 2020 |
0.00%
0 out of 116 |
| US Inflation Adjusted | +7.50% |
+9.28%
Nov 2002 - Oct 2021 |
+5.28%
Apr 2001 - Mar 2020 |
0.00%
0 out of 116 |
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 | +10.00% |
+11.71%
Sep 1998 - Aug 2018 |
+6.67%
Apr 2000 - Mar 2020 |
0.00%
0 out of 104 |
| US Inflation Adjusted | +7.62% |
+9.33%
Sep 1998 - Aug 2018 |
+4.50%
Apr 2000 - Mar 2020 |
0.00%
0 out of 104 |
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 MidCap 400 ETF (MDY) ETF: Historical Returns page.
