Data Source: from January 2005 to March 2024 (~19 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the iShares Core S&P Total US Stock Mkt (ITOT) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~19 years), the longest period with a negative return lasted 68 months (from January 2005 to August 2010).
This means that every rolling period of 69 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core S&P Total US Stock Mkt (ITOT) 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 TOTAL US STOCK MKT (ITOT) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2005 - 31 March 2024 (~19 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +13.40% |
+62.68%
Apr 2020 - Mar 2021 |
-43.14%
Mar 2008 - Feb 2009 |
18.64%
41 out of 220 |
| US Inflation Adjusted | +11.31% |
+58.53%
Apr 2020 - Mar 2021 |
-43.14%
Mar 2008 - Feb 2009 |
22.27%
49 out of 220 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.55% |
+38.10%
Mar 2009 - Feb 2011 |
-26.20%
Mar 2007 - Feb 2009 |
14.42%
30 out of 208 |
| US Inflation Adjusted | +8.56% |
+35.21%
Mar 2009 - Feb 2011 |
-27.69%
Mar 2007 - Feb 2009 |
21.63%
45 out of 208 |
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 | +11.52% |
+25.89%
Mar 2009 - Feb 2012 |
-15.29%
Mar 2006 - Feb 2009 |
13.78%
27 out of 196 |
| US Inflation Adjusted | +9.60% |
+22.95%
Mar 2009 - Feb 2012 |
-17.10%
Mar 2006 - Feb 2009 |
16.33%
32 out of 196 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.25% |
+22.67%
Mar 2009 - Feb 2013 |
-9.80%
Mar 2005 - Feb 2009 |
18.48%
34 out of 184 |
| US Inflation Adjusted | +10.35% |
+19.91%
Mar 2009 - Feb 2013 |
-12.03%
Mar 2005 - Feb 2009 |
21.20%
39 out of 184 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.33% |
+23.38%
Mar 2009 - Feb 2014 |
-1.02%
Oct 2006 - Sep 2011 |
4.07%
7 out of 172 |
| US Inflation Adjusted | +9.20% |
+20.89%
Mar 2009 - Feb 2014 |
-3.19%
Oct 2006 - Sep 2011 |
15.70%
27 out of 172 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.03% |
+22.01%
Mar 2009 - Feb 2015 |
+0.79%
Oct 2005 - Sep 2011 |
0.00%
0 out of 160 |
| US Inflation Adjusted | +9.86% |
+19.97%
Mar 2009 - Feb 2015 |
-1.39%
Oct 2005 - Sep 2011 |
1.88%
3 out of 160 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.58% |
+17.30%
Mar 2009 - Feb 2016 |
+2.79%
Jan 2005 - Dec 2011 |
0.00%
0 out of 148 |
| US Inflation Adjusted | +9.63% |
+15.48%
Mar 2009 - Feb 2016 |
+0.32%
Jan 2005 - Dec 2011 |
0.00%
0 out of 148 |
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 | +11.97% |
+18.39%
Mar 2009 - Feb 2017 |
+4.33%
Jan 2005 - Dec 2012 |
0.00%
0 out of 136 |
| US Inflation Adjusted | +9.24% |
+16.37%
Mar 2009 - Feb 2017 |
+1.92%
Jan 2005 - Dec 2012 |
0.00%
0 out of 136 |
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 | +11.34% |
+18.15%
Mar 2009 - Feb 2018 |
+5.61%
Feb 2007 - Jan 2016 |
0.00%
0 out of 124 |
| US Inflation Adjusted | +8.56% |
+16.07%
Mar 2009 - Feb 2018 |
+3.81%
Feb 2007 - Jan 2016 |
0.00%
0 out of 124 |
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 | +11.95% |
+16.77%
Mar 2009 - Feb 2019 |
+6.39%
Mar 2006 - Feb 2016 |
0.00%
0 out of 112 |
| US Inflation Adjusted | +9.21% |
+14.74%
Mar 2009 - Feb 2019 |
+4.54%
Feb 2006 - Jan 2016 |
0.00%
0 out of 112 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.10% |
+16.53%
Sep 2010 - Aug 2021 |
+6.62%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
| US Inflation Adjusted | +9.33% |
+14.17%
Sep 2010 - Aug 2021 |
+4.60%
Mar 2005 - Feb 2016 |
0.00%
0 out of 100 |
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 | +10.42% |
+17.34%
Mar 2009 - Feb 2021 |
+7.14%
Jan 2007 - Dec 2018 |
0.00%
0 out of 88 |
| US Inflation Adjusted | +8.63% |
+15.26%
Mar 2009 - Feb 2021 |
+5.21%
Jan 2007 - Dec 2018 |
0.00%
0 out of 88 |
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 | +10.46% |
+16.92%
Mar 2009 - Feb 2022 |
+6.75%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
| US Inflation Adjusted | +8.66% |
+14.33%
Mar 2009 - Feb 2022 |
+4.89%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
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 | +10.06% |
+14.91%
Mar 2009 - Feb 2023 |
+7.04%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
| US Inflation Adjusted | +7.91% |
+12.08%
Mar 2009 - Feb 2023 |
+5.09%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
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 | +9.72% |
+15.77%
Mar 2009 - Feb 2024 |
+7.43%
Apr 2005 - Mar 2020 |
0.00%
0 out of 52 |
| US Inflation Adjusted | +7.55% |
+12.88%
Mar 2009 - Feb 2024 |
+5.37%
Apr 2005 - Mar 2020 |
0.00%
0 out of 52 |
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 | +9.64% |
+11.00%
Nov 2005 - Oct 2021 |
+8.35%
Nov 2007 - Oct 2023 |
0.00%
0 out of 40 |
| US Inflation Adjusted | +7.11% |
+8.75%
Nov 2005 - Oct 2021 |
+5.77%
Nov 2007 - Oct 2023 |
0.00%
0 out of 40 |
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 | +9.21% |
+10.55%
Jan 2005 - Dec 2021 |
+8.52%
Oct 2005 - Sep 2022 |
0.00%
0 out of 28 |
| US Inflation Adjusted | +6.61% |
+8.10%
Jan 2005 - Dec 2021 |
+6.00%
Oct 2005 - Sep 2022 |
0.00%
0 out of 28 |
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 | +9.38% |
+9.99%
Apr 2006 - Mar 2024 |
+8.62%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
| US Inflation Adjusted | +6.69% |
+7.29%
Apr 2006 - Mar 2024 |
+5.98%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
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 | +9.69% |
+10.15%
Apr 2005 - Mar 2024 |
+9.48%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
| US Inflation Adjusted | +6.95% |
+7.40%
Apr 2005 - Mar 2024 |
+6.77%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the iShares Core S&P Total US Stock Mkt (ITOT) ETF: Historical Returns page.
