When holding the iShares S&P 500 Energy Sector UCITS (Acc) (IESU.L) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~41 years), the longest duration with a negative return was 177 months (from February 2006 to October 2020).
This indicates that, within the same timeframe, any rolling period of 178 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.
iShares S&P 500 Energy Sector UCITS (Acc) (IESU.L) ETF: Historical Returns
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.
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As of Mar 31, 2026, the annualized return of the previous 10 years has been 11.90%.
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.
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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.
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| Worst | Median | Best | Negative Periods |
|---|---|---|---|
|
-49.69%
Apr 2019 - Mar 2020 |
+9.48% |
+107.27%
Sep 2021 - Aug 2022 |
34.30%
166 out of 484 |
|
-50.44%
Apr 2019 - Mar 2020 |
+6.18% |
+94.95%
Nov 2020 - Oct 2021 |
39.05%
189 out of 484 |
|
-33.66%
Oct 2018 - Sep 2020 |
+9.03% |
+98.41%
Nov 2020 - Oct 2022 |
26.06%
123 out of 472 |
|
-34.40%
Oct 2018 - Sep 2020 |
+5.72% |
+84.44%
Nov 2020 - Oct 2022 |
34.96%
165 out of 472 |
|
-21.74%
Nov 2017 - Oct 2020 |
+8.98% |
+53.63%
Nov 2020 - Oct 2023 |
17.17%
79 out of 460 |
|
-22.98%
Apr 2017 - Mar 2020 |
+6.47% |
+44.15%
Nov 2020 - Oct 2023 |
24.78%
114 out of 460 |
|
-18.20%
Nov 2016 - Oct 2020 |
+10.27% |
+38.49%
Nov 2020 - Oct 2024 |
12.05%
54 out of 448 |
|
-19.71%
Nov 2016 - Oct 2020 |
+6.98% |
+31.29%
Nov 2020 - Oct 2024 |
16.74%
75 out of 448 |
|
-11.42%
Apr 2015 - Mar 2020 |
+9.62% |
+29.62%
Nov 2020 - Oct 2025 |
10.55%
46 out of 436 |
|
-12.93%
Apr 2015 - Mar 2020 |
+6.42% |
+23.66%
Jul 2003 - Jun 2008 |
14.68%
64 out of 436 |
|
-11.21%
Nov 2014 - Oct 2020 |
+9.21% |
+30.29%
Apr 2020 - Mar 2026 |
8.73%
37 out of 424 |
|
-12.43%
Nov 2014 - Oct 2020 |
+5.97% |
+24.89%
Apr 2020 - Mar 2026 |
11.32%
48 out of 424 |
|
-9.25%
Nov 2013 - Oct 2020 |
+9.73% |
+19.43%
Apr 2004 - Mar 2011 |
5.10%
21 out of 412 |
|
-10.48%
Nov 2013 - Oct 2020 |
+6.80% |
+16.20%
Apr 2004 - Mar 2011 |
8.25%
34 out of 412 |
|
-5.73%
Nov 2012 - Oct 2020 |
+9.33% |
+18.85%
Apr 2003 - Mar 2011 |
4.75%
19 out of 400 |
|
-7.10%
Nov 2012 - Oct 2020 |
+6.41% |
+15.87%
Apr 2003 - Mar 2011 |
6.25%
25 out of 400 |
|
-5.19%
Apr 2011 - Mar 2020 |
+8.51% |
+18.03%
Dec 1987 - Nov 1996 |
3.35%
13 out of 388 |
|
-6.89%
Apr 2011 - Mar 2020 |
+5.86% |
+13.66%
May 1992 - Apr 2001 |
4.90%
19 out of 388 |
|
-2.48%
Nov 2010 - Oct 2020 |
+8.99% |
+17.67%
Dec 1987 - Nov 1997 |
2.39%
9 out of 376 |
|
-4.33%
Nov 2010 - Oct 2020 |
+6.55% |
+13.32%
Dec 1987 - Nov 1997 |
5.05%
19 out of 376 |
|
-1.25%
Nov 2009 - Oct 2020 |
+8.83% |
+16.20%
Aug 1986 - Jul 1997 |
0.55%
2 out of 364 |
|
-3.23%
Nov 2009 - Oct 2020 |
+6.37% |
+12.37%
Jul 2003 - Jun 2014 |
2.20%
8 out of 364 |
|
-1.17%
Apr 2008 - Mar 2020 |
+8.91% |
+15.34%
May 1986 - Apr 1998 |
2.27%
8 out of 352 |
|
-3.32%
Apr 2008 - Mar 2020 |
+6.43% |
+11.65%
Oct 2002 - Sep 2014 |
3.41%
12 out of 352 |
|
-1.52%
Nov 2007 - Oct 2020 |
+9.29% |
+15.42%
Jan 1988 - Dec 2000 |
0.88%
3 out of 340 |
|
-3.63%
Nov 2007 - Oct 2020 |
+6.72% |
+11.80%
Jan 1988 - Dec 2000 |
4.71%
16 out of 340 |
|
+0.32%
Nov 2006 - Oct 2020 |
+9.13% |
+13.43%
Aug 1986 - Jul 2000 |
0.00%
0 out of 328 |
|
-1.83%
Apr 2006 - Mar 2020 |
+6.67% |
+11.37%
Feb 1992 - Jan 2006 |
2.44%
8 out of 328 |
|
+0.60%
Oct 2005 - Sep 2020 |
+9.05% |
+14.16%
May 1986 - Apr 2001 |
0.00%
0 out of 316 |
|
-1.58%
Oct 2005 - Sep 2020 |
+6.62% |
+11.20%
Jul 1992 - Jun 2007 |
1.58%
5 out of 316 |
|
+3.14%
Nov 2004 - Oct 2020 |
+8.94% |
+14.20%
Jul 1992 - Jun 2008 |
0.00%
0 out of 304 |
|
+0.91%
Nov 2004 - Oct 2020 |
+6.47% |
+12.07%
Jul 1992 - Jun 2008 |
0.00%
0 out of 304 |
|
+4.82%
Nov 2003 - Oct 2020 |
+8.72% |
+12.79%
Jan 1991 - Dec 2007 |
0.00%
0 out of 292 |
|
+1.90%
Jun 2008 - May 2025 |
+6.17% |
+10.38%
Jan 1991 - Dec 2007 |
0.00%
0 out of 292 |
|
+3.17%
Apr 2002 - Mar 2020 |
+9.20% |
+13.28%
Dec 1987 - Nov 2005 |
0.00%
0 out of 280 |
|
+1.00%
Apr 2002 - Mar 2020 |
+6.49% |
+10.27%
Dec 1987 - Nov 2005 |
0.00%
0 out of 280 |
|
+2.73%
Apr 2001 - Mar 2020 |
+9.26% |
+13.04%
Dec 1987 - Nov 2006 |
0.00%
0 out of 268 |
|
+0.60%
Apr 2001 - Mar 2020 |
+6.71% |
+10.29%
Apr 1992 - Mar 2011 |
0.00%
0 out of 268 |
|
+2.15%
Nov 2000 - Oct 2020 |
+9.61% |
+13.67%
Jan 1988 - Dec 2007 |
0.00%
0 out of 256 |
|
+0.12%
Nov 2000 - Oct 2020 |
+7.00% |
+10.64%
Jan 1988 - Dec 2007 |
0.00%
0 out of 256 |
|
+4.88%
Nov 1995 - Oct 2020 |
+9.03% |
+12.11%
May 1986 - Apr 2011 |
0.00%
0 out of 196 |
|
+2.89%
Nov 1995 - Oct 2020 |
+6.49% |
+8.97%
May 1986 - Apr 2011 |
0.00%
0 out of 196 |
|
+5.67%
Apr 1990 - Mar 2020 |
+8.94% |
+10.77%
Jan 1988 - Dec 2017 |
0.00%
0 out of 136 |
|
+3.25%
Apr 1990 - Mar 2020 |
+6.27% |
+7.95%
Jan 1988 - Dec 2017 |
0.00%
0 out of 136 |
iShares S&P 500 Energy Sector UCITS (Acc) (IESU.L) ETF: Historical Returns

