Last Update: 31 July 2022

Holding a position in the iShares S&P 500 Value ETF (IVE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 10 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 6 years rolling periods, you would have obtained a positive returns 98.94% of times

All the returns are calculated over the available historical serie, starting from January 2001 until July 2022.

In order to have complete information about the ETF, please refer to the iShares S&P 500 Value ETF (IVE) ETF: historical returns page.

Rolling Returns

iShares S&P 500 Value ETF (IVE) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.61 59.14
Mar 2009 - Feb 2010
-49.26
Mar 2008 - Feb 2009
24.19%
2 Years
8.18 39.57
Mar 2009 - Feb 2011
-31.16
Mar 2007 - Feb 2009
16.95%
3 Years
8.03 25.46
Mar 2009 - Feb 2012
-18.09
Mar 2006 - Feb 2009
18.75%
4 Years
7.83 22.99
Mar 2009 - Feb 2013
-11.73
Mar 2005 - Feb 2009
20.28%
5 Years
7.69 22.75
Mar 2009 - Feb 2014
-7.68
Mar 2004 - Feb 2009
19.50%
6 Years
7.46 21.14
Mar 2009 - Feb 2015
-1.15
Oct 2005 - Sep 2011
1.06%
7 Years
7.13 16.43
Mar 2009 - Feb 2016
-3.96
Mar 2002 - Feb 2009
3.98%
8 Years
7.21 17.83
Mar 2009 - Feb 2017
-5.08
Mar 2001 - Feb 2009
4.88%
9 Years
7.59 16.75
Mar 2009 - Feb 2018
-0.51
Feb 2001 - Jan 2010
1.32%
10 Years
7.71 15.25
Mar 2009 - Feb 2019
1.46
Feb 2001 - Jan 2011
0.00%
11 Years
7.66 14.23
Mar 2009 - Feb 2020
1.38
Jan 2001 - Dec 2011
0.00%
12 Years
7.66 14.67
Mar 2009 - Feb 2021
2.64
Jan 2001 - Dec 2012
0.00%
13 Years
7.47 14.78
Mar 2009 - Feb 2022
3.94
Feb 2001 - Jan 2014
0.00%
14 Years
7.04 9.59
Mar 2003 - Feb 2017
4.47
Feb 2001 - Jan 2015
0.00%
15 Years
7.14 9.75
Feb 2003 - Jan 2018
3.90
Feb 2001 - Jan 2016
0.00%
(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.61% +59.14%
Mar 2009 - Feb 2010
-49.26%
Mar 2008 - Feb 2009
24.19%
60 out of 248
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.18% +39.57%
Mar 2009 - Feb 2011
-31.16%
Mar 2007 - Feb 2009
16.95%
40 out of 236
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.03% +25.46%
Mar 2009 - Feb 2012
-18.09%
Mar 2006 - Feb 2009
18.75%
42 out of 224
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.83% +22.99%
Mar 2009 - Feb 2013
-11.73%
Mar 2005 - Feb 2009
20.28%
43 out of 212
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.69% +22.75%
Mar 2009 - Feb 2014
-7.68%
Mar 2004 - Feb 2009
19.50%
39 out of 200
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.46% +21.14%
Mar 2009 - Feb 2015
-1.15%
Oct 2005 - Sep 2011
1.06%
2 out of 188
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.13% +16.43%
Mar 2009 - Feb 2016
-3.96%
Mar 2002 - Feb 2009
3.98%
7 out of 176
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.21% +17.83%
Mar 2009 - Feb 2017
-5.08%
Mar 2001 - Feb 2009
4.88%
8 out of 164
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.59% +16.75%
Mar 2009 - Feb 2018
-0.51%
Feb 2001 - Jan 2010
1.32%
2 out of 152
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.71% +15.25%
Mar 2009 - Feb 2019
+1.46%
Feb 2001 - Jan 2011
0.00%
0 out of 140
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.66% +14.23%
Mar 2009 - Feb 2020
+1.38%
Jan 2001 - Dec 2011
0.00%
0 out of 128
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.66% +14.67%
Mar 2009 - Feb 2021
+2.64%
Jan 2001 - Dec 2012
0.00%
0 out of 116
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.47% +14.78%
Mar 2009 - Feb 2022
+3.94%
Feb 2001 - Jan 2014
0.00%
0 out of 104
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.04% +9.59%
Mar 2003 - Feb 2017
+4.47%
Feb 2001 - Jan 2015
0.00%
0 out of 92
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.14% +9.75%
Feb 2003 - Jan 2018
+3.90%
Feb 2001 - Jan 2016
0.00%
0 out of 80
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

In order to have complete information about the ETF, please refer to the iShares S&P 500 Value ETF (IVE) ETF: historical returns page.

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