iShares S&P 500 Consumer Staples Sector UCITS (Acc) (ICSU.L): Rolling Returns

Simulation Settings
Category:
Period: July 1993 - March 2026 (~33 years)
Initial Amount: 1£
Currency: GBP
Inflation: UK
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When holding the iShares S&P 500 Consumer Staples Sector UCITS (Acc) (ICSU.L) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~33 years), the longest duration with a negative return was 120 months (from July 1998 to June 2008).

This indicates that, within the same timeframe, any rolling period of 121 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

ISHARES S&P 500 CONSUMER STAPLES SECTOR UCITS (ACC) (ICSU.L) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 April 1996 - 31 March 2026 (30 Years)
Time Period: 1 July 1993 - 31 March 2026 (~33 years)
30 Years
(1996/04 - 2026/03)
All Data
(1993/07 - 2026/03)

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As of Mar 31, 2026, the annualized return of the previous 10 years has been 8.57%.

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 S&P 500 CONSUMER STAPLES SECTOR UCITS (ACC) (ICSU.L) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 April 1996 - 31 March 2026 (30 Years)
Time Period: 1 July 1993 - 31 March 2026 (~33 years)
30 Years
(1996/04 - 2026/03)
All Data
(1993/07 - 2026/03)
UK Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES S&P 500 CONSUMER STAPLES SECTOR UCITS (ACC) (ICSU.L) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 July 1993 - 31 March 2026 (~33 years)
Over Time
Histogram
UK Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-34.62%
Apr 2002 - Mar 2003
+9.83% +43.67%
Mar 2000 - Feb 2001
17.80%
68 out of 382
-35.61%
Apr 2002 - Mar 2003
+6.80% +42.51%
Mar 2000 - Feb 2001
26.18%
100 out of 382
-18.56%
Mar 2001 - Feb 2003
+10.42% +32.33%
Aug 1995 - Jul 1997
10.00%
37 out of 370
-19.78%
Mar 2001 - Feb 2003
+7.74% +30.04%
Aug 2014 - Jul 2016
17.30%
64 out of 370
-12.48%
Jan 2001 - Dec 2003
+10.17% +29.95%
Aug 1994 - Jul 1997
10.61%
38 out of 358
-13.63%
Jan 2001 - Dec 2003
+6.86% +27.04%
Aug 1994 - Jul 1997
13.41%
48 out of 358
-10.48%
Dec 2000 - Nov 2004
+10.25% +26.65%
Jul 1994 - Jun 1998
13.29%
46 out of 346
-11.61%
Dec 2000 - Nov 2004
+7.31% +24.09%
Jul 1994 - Jun 1998
14.74%
51 out of 346
-5.44%
Dec 2000 - Nov 2005
+10.42% +21.47%
Jul 1994 - Jun 1999
16.17%
54 out of 334
-6.80%
Dec 2000 - Nov 2005
+7.39% +19.18%
Jul 1994 - Jun 1999
17.96%
60 out of 334
-4.81%
Dec 2000 - Nov 2006
+10.45% +19.32%
Dec 1994 - Nov 2000
16.46%
53 out of 322
-6.36%
Dec 2000 - Nov 2006
+7.31% +17.21%
Dec 1994 - Nov 2000
20.19%
65 out of 322
-2.66%
Dec 2000 - Nov 2007
+10.69% +20.04%
Jul 2009 - Jun 2016
14.19%
44 out of 310
-4.31%
Dec 2000 - Nov 2007
+7.22% +17.51%
Jul 2009 - Jun 2016
19.68%
61 out of 310
-1.36%
Mar 2001 - Feb 2009
+10.27% +18.51%
Mar 2009 - Feb 2017
9.40%
28 out of 298
-3.34%
Mar 2001 - Feb 2009
+7.04% +15.93%
Mar 2009 - Feb 2017
18.12%
54 out of 298
-0.48%
Mar 1999 - Feb 2008
+9.72% +17.15%
Mar 2008 - Feb 2017
3.15%
9 out of 286
-2.21%
Jul 1999 - Jun 2008
+6.66% +14.49%
Mar 2008 - Feb 2017
15.38%
44 out of 286
-0.10%
Jul 1998 - Jun 2008
+10.29% +15.83%
Aug 2009 - Jul 2019
0.36%
1 out of 274
-1.85%
Jul 1998 - Jun 2008
+7.25% +13.32%
Aug 2009 - Jul 2019
9.49%
26 out of 274
+0.53%
Jul 1998 - Jun 2009
+10.40% +15.22%
Aug 2008 - Jul 2019
0.00%
0 out of 262
-1.23%
Jul 1998 - Jun 2009
+7.25% +12.76%
Aug 2008 - Jul 2019
3.82%
10 out of 262
+1.93%
Aug 1997 - Jul 2009
+10.60% +14.67%
Aug 2007 - Jul 2019
0.00%
0 out of 250
+0.13%
Aug 1997 - Jul 2009
+7.72% +12.02%
Aug 2007 - Jul 2019
0.00%
0 out of 250
+3.26%
Aug 1997 - Jul 2010
+10.91% +14.68%
May 2009 - Apr 2022
0.00%
0 out of 238
+1.21%
Apr 1998 - Mar 2011
+7.82% +11.78%
May 2009 - Apr 2022
0.00%
0 out of 238
+3.88%
Aug 1997 - Jul 2011
+10.76% +14.32%
May 2008 - Apr 2022
0.00%
0 out of 226
+1.77%
Aug 1997 - Jul 2011
+8.17% +11.44%
May 2008 - Apr 2022
0.00%
0 out of 226
+4.67%
Jan 1998 - Dec 2012
+8.87% +13.82%
Sep 2007 - Aug 2022
0.00%
0 out of 214
+2.44%
Jan 1998 - Dec 2012
+6.62% +10.76%
Sep 2007 - Aug 2022
0.00%
0 out of 214
+5.28%
Jul 1998 - Jun 2014
+8.25% +13.25%
Dec 2006 - Nov 2022
0.00%
0 out of 202
+3.07%
Jul 1998 - Jun 2014
+6.06% +10.29%
May 2006 - Apr 2022
0.00%
0 out of 202
+5.59%
Aug 1997 - Jul 2014
+8.24% +13.08%
May 2005 - Apr 2022
0.00%
0 out of 190
+3.40%
Aug 1997 - Jul 2014
+6.02% +10.23%
May 2005 - Apr 2022
0.00%
0 out of 190
+6.55%
Jan 2001 - Dec 2018
+8.49% +12.61%
Dec 2004 - Nov 2022
0.00%
0 out of 178
+4.32%
Jan 2001 - Dec 2018
+6.17% +9.54%
Dec 2004 - Nov 2022
0.00%
0 out of 178
+6.65%
Apr 1999 - Mar 2018
+8.41% +11.95%
Mar 2007 - Feb 2026
0.00%
0 out of 166
+4.55%
Apr 1999 - Mar 2018
+6.24% +9.11%
May 2003 - Apr 2022
0.00%
0 out of 166
+6.63%
Apr 1998 - Mar 2018
+8.75% +11.91%
Dec 2004 - Nov 2024
0.00%
0 out of 154
+4.54%
Apr 1998 - Mar 2018
+6.55% +8.80%
Dec 2004 - Nov 2024
0.00%
0 out of 154
+7.26%
Jan 2001 - Dec 2025
+8.63% +10.45%
Aug 1994 - Jul 2019
0.00%
0 out of 94
+4.51%
Jan 2001 - Dec 2025
+6.38% +8.26%
Aug 1994 - Jul 2019
0.00%
0 out of 94
+8.52%
Feb 1996 - Jan 2026
+9.55% +10.08%
Jul 1994 - Jun 2024
0.00%
0 out of 34
+5.94%
Feb 1996 - Jan 2026
+6.97% +7.49%
Jul 1994 - Jun 2024
0.00%
0 out of 34
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