iShares Genomics Immunology and Healthcare ETF (IDNA): Rolling Returns

Data Source: from July 2019 to March 2024 (~5 years)
Consolidated Returns as of 31 March 2024

Holding the iShares Genomics Immunology and Healthcare ETF (IDNA) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~5 years), the longest period with a negative return lasted 57 months (from July 2019 to March 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the iShares Genomics Immunology and Healthcare ETF (IDNA) 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 GENOMICS IMMUNOLOGY AND HEALTHCARE ETF (IDNA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2021 - 31 March 2024 (3 Years)
Data Source: 1 July 2019 - 31 March 2024 (~5 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -16.44% +80.66%
Feb 2020 - Jan 2021 		-47.40%
Oct 2021 - Sep 2022 		56.52%
26 out of 46
US Inflation Adjusted -19.75% +78.18%
Feb 2020 - Jan 2021 		-51.39%
Oct 2021 - Sep 2022 		60.87%
28 out of 46
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 -15.92% +50.15%
Sep 2019 - Aug 2021 		-39.20%
Nov 2021 - Oct 2023 		70.59%
24 out of 34
US Inflation Adjusted -20.28% +45.47%
Sep 2019 - Aug 2021 		-42.36%
Nov 2021 - Oct 2023 		70.59%
24 out of 34
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 -12.31% +7.87%
Sep 2019 - Aug 2022 		-23.22%
Feb 2021 - Jan 2024 		72.73%
16 out of 22
US Inflation Adjusted -17.15% +2.87%
Sep 2019 - Aug 2022 		-27.33%
Feb 2021 - Jan 2024 		81.82%
18 out of 22
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 -3.78% -1.16%
Sep 2019 - Aug 2023 		-6.47%
Nov 2019 - Oct 2023 		100.00%
10 out of 10
US Inflation Adjusted -8.06% -5.48%
Sep 2019 - Aug 2023 		-10.57%
Nov 2019 - Oct 2023 		100.00%
10 out of 10
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Genomics Immunology and Healthcare ETF (IDNA) ETF: Historical Returns page.