Last Update: 30 April 2022

Holding a position in the iShares Core S&P Small-Cap (IJR) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 10 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 3 years rolling periods, you would have obtained a positive returns 91.04% of times

All the returns are calculated over the available historical serie, starting from January 1972 until April 2022.

In order to have complete information about the ETF, please refer to the iShares Core S&P Small-Cap (IJR) ETF: historical returns page.

Rolling Returns

iShares Core S&P Small-Cap (IJR) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
14.16 97.53
Jul 1982 - Jun 1983
-42.26
Mar 2008 - Feb 2009
23.27%
2 Years
13.09 50.15
Jan 1975 - Dec 1976
-30.27
Jan 1973 - Dec 1974
12.91%
3 Years
13.08 37.65
Jan 1975 - Dec 1977
-19.16
Jan 1972 - Dec 1974
8.96%
4 Years
13.23 37.46
Oct 1974 - Sep 1978
-10.08
Mar 2005 - Feb 2009
6.28%
5 Years
13.27 34.06
Jan 1975 - Dec 1979
-5.17
Mar 2004 - Feb 2009
2.39%
6 Years
13.24 34.34
Jan 1975 - Dec 1980
1.28
Oct 2005 - Sep 2011
0.00%
7 Years
13.17 29.58
Jan 1975 - Dec 1981
-0.74
Apr 2002 - Mar 2009
0.38%
8 Years
13.13 29.54
Jan 1975 - Dec 1982
0.38
Mar 2001 - Feb 2009
0.00%
9 Years
13.07 30.48
Oct 1974 - Sep 1983
-1.62
Mar 2000 - Feb 2009
0.40%
10 Years
12.93 26.24
Oct 1974 - Sep 1984
2.72
Mar 1999 - Feb 2009
0.00%
11 Years
12.84 26.58
Jan 1975 - Dec 1985
1.04
Mar 1998 - Feb 2009
0.00%
12 Years
12.68 25.17
Oct 1974 - Sep 1986
3.32
Mar 1997 - Feb 2009
0.00%
13 Years
12.54 25.44
Oct 1974 - Sep 1987
4.09
Mar 1996 - Feb 2009
0.00%
14 Years
12.42 22.52
Oct 1974 - Sep 1988
5.14
Oct 1997 - Sep 2011
0.00%
15 Years
12.36 22.73
Oct 1974 - Sep 1989
5.28
Mar 1994 - Feb 2009
0.00%
(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.16% +97.53%
Jul 1982 - Jun 1983
-42.26%
Mar 2008 - Feb 2009
23.27%
138 out of 593
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.09% +50.15%
Jan 1975 - Dec 1976
-30.27%
Jan 1973 - Dec 1974
12.91%
75 out of 581
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.08% +37.65%
Jan 1975 - Dec 1977
-19.16%
Jan 1972 - Dec 1974
8.96%
51 out of 569
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.23% +37.46%
Oct 1974 - Sep 1978
-10.08%
Mar 2005 - Feb 2009
6.28%
35 out of 557
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.27% +34.06%
Jan 1975 - Dec 1979
-5.17%
Mar 2004 - Feb 2009
2.39%
13 out of 545
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.24% +34.34%
Jan 1975 - Dec 1980
+1.28%
Oct 2005 - Sep 2011
0.00%
0 out of 533
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.17% +29.58%
Jan 1975 - Dec 1981
-0.74%
Apr 2002 - Mar 2009
0.38%
2 out of 521
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.13% +29.54%
Jan 1975 - Dec 1982
+0.38%
Mar 2001 - Feb 2009
0.00%
0 out of 509
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.07% +30.48%
Oct 1974 - Sep 1983
-1.62%
Mar 2000 - Feb 2009
0.40%
2 out of 497
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.93% +26.24%
Oct 1974 - Sep 1984
+2.72%
Mar 1999 - Feb 2009
0.00%
0 out of 485
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.84% +26.58%
Jan 1975 - Dec 1985
+1.04%
Mar 1998 - Feb 2009
0.00%
0 out of 473
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.68% +25.17%
Oct 1974 - Sep 1986
+3.32%
Mar 1997 - Feb 2009
0.00%
0 out of 461
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.54% +25.44%
Oct 1974 - Sep 1987
+4.09%
Mar 1996 - Feb 2009
0.00%
0 out of 449
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.42% +22.52%
Oct 1974 - Sep 1988
+5.14%
Oct 1997 - Sep 2011
0.00%
0 out of 437
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.36% +22.73%
Oct 1974 - Sep 1989
+5.28%
Mar 1994 - Feb 2009
0.00%
0 out of 425
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

In order to have complete information about the ETF, please refer to the iShares Core S&P Small-Cap (IJR) ETF: historical returns page.

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