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.
Annualized Rolling Returns - 1 Year (12 months)
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 |
Annualized Rolling Returns - 2 Years (24 months)
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 |
Annualized Rolling Returns - 3 Years (36 months)
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 |
Annualized Rolling Returns - 4 Years (48 months)
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 |
Annualized Rolling Returns - 5 Years (60 months)
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 |
Annualized Rolling Returns - 6 Years (72 months)
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 |
Annualized Rolling Returns - 7 Years (84 months)
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 |
Annualized Rolling Returns - 8 Years (96 months)
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 |
Annualized Rolling Returns - 9 Years (108 months)
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 |
Annualized Rolling Returns - 10 Years (120 months)
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 |
Annualized Rolling Returns - 11 Years (132 months)
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 |
Annualized Rolling Returns - 12 Years (144 months)
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 |
Annualized Rolling Returns - 13 Years (156 months)
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 |
Annualized Rolling Returns - 14 Years (168 months)
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 |
Annualized Rolling Returns - 15 Years (180 months)
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 |
Annualized Rolling Returns - 16 Years (192 months)
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 |
To obtain comprehensive information, please consult the iShares Short Treasury Bond (SHV) ETF: Historical Returns page.