iShares Short Treasury Bond (SHV): Rolling Returns

Data Source: from January 2008 to March 2024 (~16 years)
Consolidated Returns as of 31 March 2024

Holding the iShares Short Treasury Bond (SHV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~16 years), the longest period with a negative return lasted 30 months (from April 2020 to September 2022).

This means that every rolling period of 31 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Short Treasury Bond (SHV) 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 SHORT TREASURY BOND (SHV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2008 - 31 March 2024 (~16 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.17% +5.23%
Mar 2023 - Feb 2024 		-0.26%
May 2021 - Apr 2022 		12.50%
23 out of 184
US Inflation Adjusted -1.36% +3.16%
Aug 2008 - Jul 2009 		-8.48%
Jul 2021 - Jun 2022 		76.09%
140 out of 184
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 +0.23% +3.50%
Apr 2022 - Mar 2024 		-0.14%
Jul 2020 - Jun 2022 		5.23%
9 out of 172
US Inflation Adjusted -1.47% +1.14%
Jun 2018 - May 2020 		-6.80%
Jul 2020 - Jun 2022 		89.53%
154 out of 172
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 +0.42% +2.24%
Apr 2021 - Mar 2024 		+0.00%
Jan 2013 - Dec 2015 		0.00%
0 out of 160
US Inflation Adjusted -1.24% +0.21%
May 2017 - Apr 2020 		-4.84%
May 2020 - Apr 2023 		98.13%
157 out of 160
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 +0.46% +1.67%
Mar 2020 - Feb 2024 		+0.01%
Jan 2012 - Dec 2015 		0.00%
0 out of 148
US Inflation Adjusted -1.16% -0.22%
Jun 2016 - May 2020 		-3.34%
Mar 2019 - Feb 2023 		100.00%
148 out of 148
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.45% +1.84%
Apr 2019 - Mar 2024 		+0.02%
Jan 2011 - Dec 2015 		0.00%
0 out of 136
US Inflation Adjusted -1.25% -0.35%
Jun 2015 - May 2020 		-2.75%
Jul 2017 - Jun 2022 		100.00%
136 out of 136
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.53% +1.88%
Apr 2018 - Mar 2024 		+0.04%
Jan 2010 - Dec 2015 		0.00%
0 out of 124
US Inflation Adjusted -1.34% -0.30%
Jun 2014 - May 2020 		-2.51%
Nov 2016 - Oct 2022 		100.00%
124 out of 124
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.62% +1.73%
Apr 2017 - Mar 2024 		+0.06%
Jan 2009 - Dec 2015 		0.00%
0 out of 112
US Inflation Adjusted -1.47% -0.56%
Jun 2013 - May 2020 		-2.40%
Mar 2016 - Feb 2023 		100.00%
112 out of 112
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.67% +1.56%
Apr 2016 - Mar 2024 		+0.10%
Jan 2009 - Dec 2016 		0.00%
0 out of 100
US Inflation Adjusted -1.46% -0.64%
May 2012 - Apr 2020 		-2.20%
Mar 2015 - Feb 2023 		100.00%
100 out of 100
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.64% +1.40%
Apr 2015 - Mar 2024 		+0.16%
Jan 2009 - Dec 2017 		0.00%
0 out of 88
US Inflation Adjusted -1.33% -0.77%
Jun 2011 - May 2020 		-2.00%
Nov 2013 - Oct 2022 		100.00%
88 out of 88
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.59% +1.26%
Apr 2014 - Mar 2024 		+0.31%
Dec 2008 - Nov 2018 		0.00%
0 out of 76
US Inflation Adjusted -1.30% -1.02%
Jun 2010 - May 2020 		-1.97%
Jul 2012 - Jun 2022 		100.00%
76 out of 76
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.55% +1.15%
Apr 2013 - Mar 2024 		+0.49%
Apr 2008 - Mar 2019 		0.00%
0 out of 64
US Inflation Adjusted -1.48% -0.89%
Aug 2008 - Jul 2019 		-1.94%
Jul 2011 - Jun 2022 		100.00%
64 out of 64
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.56% +1.06%
Apr 2012 - Mar 2024 		+0.48%
Jul 2010 - Jun 2022 		0.00%
0 out of 52
US Inflation Adjusted -1.57% -0.75%
Jul 2008 - Jun 2020 		-2.05%
Jul 2010 - Jun 2022 		100.00%
52 out of 52
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.57% +0.98%
Apr 2011 - Mar 2024 		+0.46%
Jul 2009 - Jun 2022 		0.00%
0 out of 40
US Inflation Adjusted -1.79% -0.94%
Jan 2008 - Dec 2020 		-1.96%
Jul 2009 - Jun 2022 		100.00%
40 out of 40
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.57% +0.91%
Apr 2010 - Mar 2024 		+0.49%
Dec 2008 - Nov 2022 		0.00%
0 out of 28
US Inflation Adjusted -1.69% -1.37%
Jan 2008 - Dec 2021 		-1.94%
Jan 2009 - Dec 2022 		100.00%
28 out of 28
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.70% +0.87%
Apr 2009 - Mar 2024 		+0.62%
Mar 2008 - Feb 2023 		0.00%
0 out of 16
US Inflation Adjusted -1.66% -1.49%
Aug 2008 - Jul 2023 		-1.73%
Jan 2009 - Dec 2023 		100.00%
16 out of 16
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.91% +0.91%
Apr 2008 - Mar 2024 		+0.89%
Feb 2008 - Jan 2024 		0.00%
0 out of 4
US Inflation Adjusted -1.46% -1.45%
Jan 2008 - Dec 2023 		-1.46%
Feb 2008 - Jan 2024 		100.00%
4 out of 4
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Short Treasury Bond (SHV) ETF: Historical Returns page.