Home Free tools Rolling returns Rolling returns: the best and worst holding periods Pick an ETF or a lazy portfolio and see the annualised return of every 1, 3, 5, 10 and 15-year period in its history: the worst, the median, the best, and how many ended with a gain.
Fund or portfolioSPY — SPDR S&P 500 ETF Trust VOO — Vanguard S&P 500 ETF QQQ — Invesco QQQ Trust VTI — Vanguard Total Stock Market ETF IVV — iShares Core S&P 500 ETF VWCE — Vanguard FTSE All-World UCITS ETF (Acc) SWDA — iShares Core MSCI World UCITS ETF (Acc) CSSPX — iShares Core S&P 500 UCITS ETF (Acc) EQQQ — Invesco EQQQ Nasdaq-100 UCITS ETF (Dist) VT — Vanguard Total World Stock ETF TLT — iShares 20+ Year Treasury Bond ETF AGG — iShares Core U.S. Aggregate Bond ETF VUAA — Vanguard S&P 500 UCITS ETF (Acc) SPLG — SPDR Portfolio S&P 500 ETF VUSA — Vanguard S&P 500 UCITS ETF (Dist) ITOT — iShares Core S&P Total U.S. Stock Market ETF SCHB — Schwab U.S. Broad Market ETF IWB — iShares Russell 1000 ETF SCHX — Schwab U.S. Large-Cap ETF VXF — Vanguard Extended Market ETF QQQM — Invesco NASDAQ 100 ETF CSNDX — iShares NASDAQ 100 UCITS ETF (Acc) ONEQ — Fidelity Nasdaq Composite Index ETF DIA — SPDR Dow Jones Industrial Average ETF Trust RSP — Invesco S&P 500 Equal Weight ETF IWM — iShares Russell 2000 ETF IJR — iShares Core S&P Small-Cap ETF VB — Vanguard Small-Cap ETF IJH — iShares Core S&P Mid-Cap ETF MDY — SPDR S&P MidCap 400 ETF Trust VO — Vanguard Mid-Cap ETF SCHA — Schwab U.S. Small-Cap ETF VUG — Vanguard Growth ETF SCHG — Schwab U.S. Large-Cap Growth ETF IWF — iShares Russell 1000 Growth ETF MGK — Vanguard Mega Cap Growth ETF SPYG — SPDR Portfolio S&P 500 Growth ETF VTV — Vanguard Value ETF SCHV — Schwab U.S. Large-Cap Value ETF IWD — iShares Russell 1000 Value ETF SPYV — SPDR Portfolio S&P 500 Value ETF AVUV — Avantis U.S. Small Cap Value ETF VBR — Vanguard Small-Cap Value ETF IWN — iShares Russell 2000 Value ETF IWO — iShares Russell 2000 Growth ETF ZPRV — SPDR MSCI USA Small Cap Value Weighted UCITS ETF ZPRX — SPDR MSCI Europe Small Cap Value Weighted UCITS ETF VYM — Vanguard High Dividend Yield ETF VIG — Vanguard Dividend Appreciation ETF DGRO — iShares Core Dividend Growth ETF VHYL — Vanguard FTSE All-World High Dividend Yield UCITS ETF (Dist) NOBL — ProShares S&P 500 Dividend Aristocrats ETF HDV — iShares Core High Dividend ETF DVY — iShares Select Dividend ETF SPYD — SPDR Portfolio S&P 500 High Dividend ETF SDY — SPDR S&P Dividend ETF TDIV — VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF JEPI — JPMorgan Equity Premium Income ETF JEPQ — JPMorgan Nasdaq Equity Premium Income ETF QYLD — Global X NASDAQ 100 Covered Call ETF DIVO — Amplify CWP Enhanced Dividend Income ETF USMV — iShares MSCI USA Min Vol Factor ETF QUAL — iShares MSCI USA Quality Factor ETF MTUM — iShares MSCI USA Momentum Factor ETF SPLV — Invesco S&P 500 Low Volatility ETF VLUE — iShares MSCI USA Value Factor ETF MOAT — VanEck Morningstar Wide Moat ETF XDEM — Xtrackers MSCI World Momentum UCITS ETF 1C XDEV — Xtrackers MSCI World Value UCITS ETF 1C XDEQ — Xtrackers MSCI World Quality UCITS ETF 1C IWVL — iShares Edge MSCI World Value Factor UCITS ETF ACWI — iShares MSCI ACWI ETF VWRL — Vanguard FTSE All-World UCITS ETF (Dist) XDWD — Xtrackers MSCI World UCITS ETF 1C IUSN — iShares MSCI World Small Cap UCITS ETF VXUS — Vanguard Total International Stock ETF VEA — Vanguard FTSE Developed Markets ETF IEFA — iShares Core MSCI EAFE ETF EFA — iShares MSCI EAFE ETF IXUS — iShares Core MSCI Total International Stock ETF SCZ — iShares MSCI EAFE Small-Cap ETF VSS — Vanguard FTSE All-World ex-US Small-Cap ETF EWJ — iShares MSCI Japan ETF EWC — iShares MSCI Canada ETF EWA — iShares MSCI Australia ETF VGK — Vanguard FTSE Europe ETF MEUD — Amundi Stoxx Europe 600 UCITS ETF Acc EXSA — iShares STOXX Europe 600 UCITS ETF (DE) VEUR — Vanguard FTSE Developed Europe UCITS ETF (Dist) EZU — iShares MSCI Eurozone ETF EXS1 — iShares Core DAX UCITS ETF (DE) EWU — iShares MSCI United Kingdom ETF EWQ — iShares MSCI France ETF EWI — iShares MSCI Italy ETF EWP — iShares MSCI Spain ETF VWO — Vanguard FTSE Emerging Markets ETF IEMG — iShares Core MSCI Emerging Markets ETF EIMI — iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) EEM — iShares MSCI Emerging Markets ETF VFEM — Vanguard FTSE Emerging Markets UCITS ETF (Dist) XMME — Xtrackers MSCI Emerging Markets UCITS ETF 1C INDA — iShares MSCI India ETF MCHI — iShares MSCI China ETF FXI — iShares China Large-Cap ETF KWEB — KraneShares CSI China Internet ETF EWT — iShares MSCI Taiwan ETF EWY — iShares MSCI South Korea ETF EWW — iShares MSCI Mexico ETF SMH — VanEck Semiconductor ETF SOXX — iShares Semiconductor ETF IGV — iShares Expanded Tech-Software Sector ETF FDN — First Trust Dow Jones Internet Index Fund QDVE — iShares S&P 500 Information Technology Sector UCITS ETF VVSM — VanEck Semiconductor UCITS ETF XLF — Financial Select Sector SPDR Fund XLV — Health Care Select Sector SPDR Fund XLI — Industrial Select Sector SPDR Fund XLP — Consumer Staples Select Sector SPDR Fund XLC — Communication Services Select Sector SPDR Fund VHT — Vanguard Health Care ETF VFH — Vanguard Financials ETF VDE — Vanguard Energy ETF IBB — iShares Biotechnology ETF XBI — SPDR S&P Biotech ETF KRE — SPDR S&P Regional Banking ETF KBE — SPDR S&P Bank ETF ITA — iShares U.S. Aerospace & Defense ETF XAR — SPDR S&P Aerospace & Defense ETF ITB — iShares U.S. Home Construction ETF XHB — SPDR S&P Homebuilders ETF XME — SPDR S&P Metals & Mining ETF XOP — SPDR S&P Oil & Gas Exploration & Production ETF OIH — VanEck Oil Services ETF VNQ — Vanguard Real Estate ETF SCHH — Schwab U.S. REIT ETF IYR — iShares U.S. Real Estate ETF XLRE — Real Estate Select Sector SPDR Fund VNQI — Vanguard Global ex-U.S. Real Estate ETF REM — iShares Mortgage Real Estate ETF ARKK — ARK Innovation ETF ICLN — iShares Global Clean Energy ETF TAN — Invesco Solar ETF GDX — VanEck Gold Miners ETF URA — Global X Uranium ETF LIT — Global X Lithium & Battery Tech ETF BOTZ — Global X Robotics & Artificial Intelligence ETF AIQ — Global X Artificial Intelligence & Technology ETF CIBR — First Trust NASDAQ Cybersecurity ETF HACK — Amplify Cybersecurity ETF SKYY — First Trust Cloud Computing ETF PAVE — Global X U.S. Infrastructure Development ETF GDXJ — VanEck Junior Gold Miners ETF INRG — iShares Global Clean Energy UCITS ETF (Dist) RBOT — iShares Automation & Robotics UCITS ETF (Acc) IEF — iShares 7-10 Year Treasury Bond ETF SHY — iShares 1-3 Year Treasury Bond ETF GOVT — iShares U.S. Treasury Bond ETF VGLT — Vanguard Long-Term Treasury ETF EDV — Vanguard Extended Duration Treasury ETF IEI — iShares 3-7 Year Treasury Bond ETF VGIT — Vanguard Intermediate-Term Treasury ETF VGSH — Vanguard Short-Term Treasury ETF TIP — iShares TIPS Bond ETF SCHP — Schwab U.S. TIPS ETF VTIP — Vanguard Short-Term Inflation-Protected Securities ETF IBCI — iShares € Inflation Linked Govt Bond UCITS ETF (Acc) AGGH — iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) BNDX — Vanguard Total International Bond ETF BSV — Vanguard Short-Term Bond ETF BIV — Vanguard Intermediate-Term Bond ETF BLV — Vanguard Long-Term Bond ETF MBB — iShares MBS ETF LQD — iShares iBoxx $ Investment Grade Corporate Bond ETF HYG — iShares iBoxx $ High Yield Corporate Bond ETF JNK — SPDR Bloomberg High Yield Bond ETF VCIT — Vanguard Intermediate-Term Corporate Bond ETF EMB — iShares J.P. Morgan USD Emerging Markets Bond ETF MUB — iShares National Muni Bond ETF VCSH — Vanguard Short-Term Corporate Bond ETF IEAC — iShares Core € Corp Bond UCITS ETF (Dist) IHYG — iShares € High Yield Corp Bond UCITS ETF (Dist) SGOV — iShares 0-3 Month Treasury Bond ETF BIL — SPDR Bloomberg 1-3 Month T-Bill ETF SHV — iShares Short Treasury Bond ETF XEON — Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C IAU — iShares Gold Trust GLDM — SPDR Gold MiniShares Trust 60/40 Portfolio All Weather Portfolio Permanent Portfolio Golden Butterfly Portfolio Three-Fund Portfolio Coffeehouse Portfolio David Swensen Portfolio Core Four Portfolio Warren Buffett 90/10 Portfolio 100% Stocks Ivy Portfolio Larry Portfolio 7Twelve Portfolio Ultimate Buy and Hold Portfolio No-Brainer Portfolio Talmud Portfolio Pinwheel Portfolio Desert Portfolio Couch Potato Portfolio Margaritaville Portfolio Gone Fishin’ Portfolio Merriman 4 Fund Combo Second Grader’s Portfolio Two-Fund Portfolio Benjamin Graham 50/50 Portfolio JL Collins Simple Path Portfolio 4% Rule Portfolio (Bengen 50/50) Loading monthly returns…
Monthly total returns with dividends reinvested, in the fund’s trading currency. Periods overlap, so they are not independent. Historical data, not a forecast.
Rolling returns for your own portfolio
MEDGE computes rolling returns, drawdowns and risk for your real holdings on daily data, with any ticker.
Start free Source: MarketStack end-of-day prices, total return with dividends reinvested. Figures are historical and descriptive; they are not forecasts and not investment advice. MEDGE Capital does not recommend buying or selling any instrument. Risk disclaimer .
