Data Source: from January 2001 to March 2024 (~23 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the iShares Core S&P 500 (IVV) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~23 years), the longest period with a negative return lasted 116 months (from January 2001 to August 2010).
This means that every rolling period of 117 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core S&P 500 (IVV) 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.
ISHARES CORE S&P 500 (IVV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 January 2001 - 31 March 2024 (~23 years)
Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.51% |
+56.52%
Apr 2020 - Mar 2021 |
-43.22%
Mar 2008 - Feb 2009 |
21.27%
57 out of 268 |
| US Inflation Adjusted | +9.90% |
+52.52%
Apr 2020 - Mar 2021 |
-43.23%
Mar 2008 - Feb 2009 |
23.51%
63 out of 268 |
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 | +10.76% |
+36.99%
Mar 2009 - Feb 2011 |
-26.00%
Mar 2007 - Feb 2009 |
14.06%
36 out of 256 |
| US Inflation Adjusted | +8.30% |
+34.12%
Mar 2009 - Feb 2011 |
-27.49%
Mar 2007 - Feb 2009 |
22.66%
58 out of 256 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.48% |
+26.01%
Jan 2019 - Dec 2021 |
-15.04%
Mar 2006 - Feb 2009 |
13.93%
34 out of 244 |
| US Inflation Adjusted | +9.03% |
+22.41%
Mar 2009 - Feb 2012 |
-16.85%
Mar 2006 - Feb 2009 |
17.21%
42 out of 244 |
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 | +12.16% |
+22.24%
Mar 2009 - Feb 2013 |
-9.73%
Mar 2005 - Feb 2009 |
16.81%
39 out of 232 |
| US Inflation Adjusted | +9.32% |
+19.50%
Mar 2009 - Feb 2013 |
-11.97%
Mar 2005 - Feb 2009 |
21.55%
50 out of 232 |
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 | +10.95% |
+22.85%
Mar 2009 - Feb 2014 |
-6.63%
Mar 2004 - Feb 2009 |
7.27%
16 out of 220 |
| US Inflation Adjusted | +8.40% |
+20.37%
Mar 2009 - Feb 2014 |
-9.03%
Mar 2004 - Feb 2009 |
21.36%
47 out of 220 |
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 | +11.29% |
+21.59%
Mar 2009 - Feb 2015 |
-0.33%
Mar 2003 - Feb 2009 |
0.48%
1 out of 208 |
| US Inflation Adjusted | +8.14% |
+19.55%
Mar 2009 - Feb 2015 |
-2.74%
Mar 2003 - Feb 2009 |
11.54%
24 out of 208 |
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 | +11.32% |
+17.15%
Mar 2009 - Feb 2016 |
-3.81%
Mar 2002 - Feb 2009 |
3.57%
7 out of 196 |
| US Inflation Adjusted | +8.36% |
+15.33%
Mar 2009 - Feb 2016 |
-6.23%
Mar 2002 - Feb 2009 |
6.63%
13 out of 196 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.09% |
+18.10%
Mar 2009 - Feb 2017 |
-4.54%
Mar 2001 - Feb 2009 |
4.35%
8 out of 184 |
| US Inflation Adjusted | +6.90% |
+16.09%
Mar 2009 - Feb 2017 |
-6.77%
Mar 2001 - Feb 2009 |
9.24%
17 out of 184 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.12% |
+17.98%
Mar 2009 - Feb 2018 |
-0.84%
Feb 2001 - Jan 2010 |
1.16%
2 out of 172 |
| US Inflation Adjusted | +6.42% |
+15.91%
Mar 2009 - Feb 2018 |
-3.17%
Feb 2001 - Jan 2010 |
5.81%
10 out of 172 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.17% |
+16.58%
Mar 2009 - Feb 2019 |
+1.26%
Feb 2001 - Jan 2011 |
0.00%
0 out of 160 |
| US Inflation Adjusted | +5.93% |
+14.56%
Mar 2009 - Feb 2019 |
-1.05%
Feb 2001 - Jan 2011 |
1.25%
2 out of 160 |
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 | +8.58% |
+16.47%
Sep 2010 - Aug 2021 |
+1.49%
Jan 2001 - Dec 2011 |
0.00%
0 out of 148 |
| US Inflation Adjusted | +6.43% |
+14.11%
Sep 2010 - Aug 2021 |
-0.91%
Jan 2001 - Dec 2011 |
2.03%
3 out of 148 |
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 | +8.71% |
+17.00%
Mar 2009 - Feb 2021 |
+2.63%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
| US Inflation Adjusted | +6.67% |
+14.92%
Mar 2009 - Feb 2021 |
+0.25%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
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 | +8.65% |
+16.95%
Mar 2009 - Feb 2022 |
+4.04%
Feb 2001 - Jan 2014 |
0.00%
0 out of 124 |
| US Inflation Adjusted | +6.61% |
+14.37%
Mar 2009 - Feb 2022 |
+1.72%
Feb 2001 - Jan 2014 |
0.00%
0 out of 124 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.05% |
+14.98%
Mar 2009 - Feb 2023 |
+4.74%
Feb 2001 - Jan 2015 |
0.00%
0 out of 112 |
| US Inflation Adjusted | +6.91% |
+12.15%
Mar 2009 - Feb 2023 |
+2.59%
Feb 2001 - Jan 2015 |
0.00%
0 out of 112 |
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 | +9.12% |
+15.95%
Mar 2009 - Feb 2024 |
+4.35%
Feb 2001 - Jan 2016 |
0.00%
0 out of 100 |
| US Inflation Adjusted | +6.87% |
+13.04%
Mar 2009 - Feb 2024 |
+2.27%
Feb 2001 - Jan 2016 |
0.00%
0 out of 100 |
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 | +9.18% |
+11.16%
Apr 2008 - Mar 2024 |
+5.27%
Feb 2001 - Jan 2017 |
0.00%
0 out of 88 |
| US Inflation Adjusted | +6.83% |
+8.70%
Nov 2005 - Oct 2021 |
+3.14%
Feb 2001 - Jan 2017 |
0.00%
0 out of 88 |
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 | +9.34% |
+10.82%
Sep 2004 - Aug 2021 |
+6.33%
Jan 2001 - Dec 2017 |
0.00%
0 out of 76 |
| US Inflation Adjusted | +6.93% |
+8.46%
Sep 2004 - Aug 2021 |
+4.16%
Jan 2001 - Dec 2017 |
0.00%
0 out of 76 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.50% |
+11.17%
Apr 2003 - Mar 2021 |
+5.70%
Jan 2001 - Dec 2018 |
0.00%
0 out of 64 |
| US Inflation Adjusted | +6.81% |
+8.94%
Apr 2003 - Mar 2021 |
+3.55%
Jan 2001 - Dec 2018 |
0.00%
0 out of 64 |
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 | +9.46% |
+11.46%
Jan 2003 - Dec 2021 |
+6.34%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
| US Inflation Adjusted | +6.72% |
+8.93%
Jan 2003 - Dec 2021 |
+4.22%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
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 | +9.63% |
+10.35%
Apr 2003 - Mar 2023 |
+7.18%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
| US Inflation Adjusted | +6.93% |
+7.65%
Apr 2003 - Mar 2023 |
+5.04%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
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 iShares Core S&P 500 (IVV) ETF: Historical Returns page.
