{"slug":"the-7-5-3-1-rule-mutual-funds","qid":"rolling_7y","label":"rolling_7y","post_title":"the-7-5-3-1-rule-mutual-funds","post_url":"/blog/the-7-5-3-1-rule-mutual-funds#q-rolling_7y","columns":["start_date","opened","closed","price_return_pct","with_dividends_pct"],"rows":[{"start_date":"2003-09-10","opened":"Sep 2003","closed":"Sep 2010","price_return_pct":6.4,"with_dividends_pct":14.8},{"start_date":"2003-10-01","opened":"Oct 2003","closed":"Oct 2010","price_return_pct":12.3,"with_dividends_pct":21.3},{"start_date":"2003-11-03","opened":"Nov 2003","closed":"Nov 2010","price_return_pct":11.8,"with_dividends_pct":20.5},{"start_date":"2003-12-01","opened":"Dec 2003","closed":"Dec 2010","price_return_pct":12.5,"with_dividends_pct":21},{"start_date":"2004-01-02","opened":"Jan 2004","closed":"Jan 2011","price_return_pct":14.2,"with_dividends_pct":23.1},{"start_date":"2004-02-02","opened":"Feb 2004","closed":"Feb 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2025","price_return_pct":112.3,"with_dividends_pct":127.3},{"start_date":"2018-03-01","opened":"Mar 2018","closed":"Mar 2025","price_return_pct":118.1,"with_dividends_pct":133.8},{"start_date":"2018-04-02","opened":"Apr 2018","closed":"Apr 2025","price_return_pct":117.9,"with_dividends_pct":134.5},{"start_date":"2018-05-01","opened":"May 2018","closed":"May 2025","price_return_pct":110.8,"with_dividends_pct":126.9},{"start_date":"2018-06-01","opened":"Jun 2018","closed":"Jun 2025","price_return_pct":116.6,"with_dividends_pct":132.3},{"start_date":"2018-07-02","opened":"Jul 2018","closed":"Jul 2025","price_return_pct":127.2,"with_dividends_pct":143.1},{"start_date":"2018-08-01","opened":"Aug 2018","closed":"Aug 2025","price_return_pct":121.4,"with_dividends_pct":136.8},{"start_date":"2018-09-04","opened":"Sep 2018","closed":"Sep 2025","price_return_pct":120.9,"with_dividends_pct":135.9},{"start_date":"2018-10-01","opened":"Oct 2018","closed":"Oct 2025","price_return_pct":129.1,"with_dividends_pct":144.1},{"start_date":"2018-11-01","opened":"Nov 2018","closed":"Nov 2025","price_return_pct":149.8,"with_dividends_pct":165.8},{"start_date":"2018-12-03","opened":"Dec 2018","closed":"Dec 2025","price_return_pct":143.6,"with_dividends_pct":159.2},{"start_date":"2019-01-02","opened":"Jan 2019","closed":"Jan 2026","price_return_pct":173.1,"with_dividends_pct":190.8},{"start_date":"2019-02-01","opened":"Feb 2019","closed":"Feb 2026","price_return_pct":157.5,"with_dividends_pct":173.9},{"start_date":"2019-03-01","opened":"Mar 2019","closed":"Mar 2026","price_return_pct":144.8,"with_dividends_pct":160.6},{"start_date":"2019-04-01","opened":"Apr 2019","closed":"Apr 2026","price_return_pct":129.2,"with_dividends_pct":144.9},{"start_date":"2019-05-01","opened":"May 2019","closed":"May 2026","price_return_pct":147,"with_dividends_pct":162.3},{"start_date":"2019-06-03","opened":"Jun 2019","closed":"Jun 2026","price_return_pct":176.3,"with_dividends_pct":192.6},{"start_date":"2019-07-01","opened":"Jul 2019","closed":"Jul 2026","price_return_pct":152.2,"with_dividends_pct":167.6},{"start_date":"2019-08-01","opened":"Aug 2019","closed":"Aug 2026","price_return_pct":157,"with_dividends_pct":172.4},{"start_date":"2019-09-03","opened":"Sep 2019","closed":"Sep 2026","price_return_pct":162,"with_dividends_pct":177.6}],"shape":"series","sql":"WITH\n    monthly AS\n    (\n        SELECT\n            toStartOfMonth(date)            AS month_start,\n            toDate(min(date))               AS first_session,\n            argMin(toFloat64(close), date)  AS first_close\n        FROM global_markets.stocks_daily_aggs\n        WHERE ticker = 'SPY'\n        GROUP BY month_start\n    ),\n    divs AS\n    (\n        SELECT\n            toStartOfMonth(ex_dividend_date) AS month_start,\n            sum(cash)                        AS month_cash\n        FROM\n        (\n            SELECT\n                ex_dividend_date,\n                max(toFloat64(cash_amount)) AS cash\n            FROM global_markets.stocks_dividends\n            WHERE ticker = 'SPY'\n            GROUP BY ex_dividend_date\n        )\n        GROUP BY month_start\n    ),\n    grid AS\n    (\n        SELECT\n            m.month_start                AS month_start,\n            m.first_session              AS first_session,\n            m.first_close                AS first_close,\n            addMonths(m.month_start, 84) AS end_month,\n            sum(ifNull(d.month_cash, 0)) OVER (ORDER BY m.month_start ROWS BETWEEN UNBOUNDED PRECEDING AND 1 PRECEDING) AS cash_before\n        FROM monthly AS m\n        LEFT JOIN divs AS d ON d.month_start = m.month_start\n    )\nSELECT\n    toString(s.first_session)                            AS start_date,\n    formatDateTime(s.first_session, '%b %Y')             AS opened,\n    formatDateTime(e.first_session, '%b %Y')             AS closed,\n    round((e.first_close / s.first_close - 1) * 100, 1)  AS price_return_pct,\n    round(((e.first_close + e.cash_before - s.cash_before) / s.first_close - 1) * 100, 1) AS with_dividends_pct\nFROM grid AS s\nINNER JOIN grid AS e ON e.month_start = s.end_month\nORDER BY s.month_start","computed_at":"2026-09-17T15:41:33.921466+00:00","elapsed":0.004361963}