Consolidated Returns as of 31 March 2024
Holding the iShares Self-Driving EV and Tech ETF (IDRV) 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 43 months (from September 2020 to March 2024). This negative series is not closed yet.
To obtain comprehensive information, please consult the iShares Self-Driving EV and Tech ETF (IDRV) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.87% |
+122.65%
Apr 2020 - Mar 2021 |
-36.57%
Jan 2022 - Dec 2022 |
41.67%
20 out of 48 |
US Inflation Adjusted | +4.40% |
+116.97%
Apr 2020 - Mar 2021 |
-40.40%
Jan 2022 - Dec 2022 |
45.83%
22 out of 48 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.19% |
+51.01%
Jun 2019 - May 2021 |
-21.50%
Nov 2021 - Oct 2023 |
47.22%
17 out of 36 |
US Inflation Adjusted | -5.23% |
+47.26%
Jun 2019 - May 2021 |
-25.58%
Nov 2021 - Oct 2023 |
52.78%
19 out of 36 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.64% |
+26.50%
Jun 2019 - May 2022 |
-10.96%
Feb 2021 - Jan 2024 |
25.00%
6 out of 24 |
US Inflation Adjusted | +8.21% |
+21.05%
Jun 2019 - May 2022 |
-15.73%
Feb 2021 - Jan 2024 |
29.17%
7 out of 24 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.21% |
+19.45%
Aug 2019 - Jul 2023 |
+4.20%
Feb 2020 - Jan 2024 |
0.00%
0 out of 12 |
US Inflation Adjusted | +6.53% |
+14.34%
Aug 2019 - Jul 2023 |
-0.36%
Feb 2020 - Jan 2024 |
8.33%
1 out of 12 |
To obtain comprehensive information, please consult the iShares Self-Driving EV and Tech ETF (IDRV) ETF: Historical Returns page.