iShares S&P Mid-Cap 400 Growth (IJK): Rolling Returns

Data Source: from January 1927 to March 2024 (~97 years)
Consolidated Returns as of 31 March 2024

Holding the iShares S&P Mid-Cap 400 Growth (IJK) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~97 years), the longest period with a negative return lasted 231 months (from September 1929 to November 1948).

This means that every rolling period of 232 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P Mid-Cap 400 Growth (IJK) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ISHARES S&P MID-CAP 400 GROWTH (IJK) ETF
Previous vs Next Returns - 10 Years annualized
Updated to March 2024

The annualized return of the last 10 years has been 10.19% (updated at Mar 31, 2024).

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 S&P MID-CAP 400 GROWTH (IJK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1927 - 31 March 2024 (~97 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.70% +156.52%
Jul 1932 - Jun 1933 		-69.06%
Jul 1931 - Jun 1932 		26.30%
304 out of 1156
US Inflation Adjusted +9.31% +174.70%
Jul 1932 - Jun 1933 		-65.65%
Jul 1931 - Jun 1932 		32.18%
372 out of 1156
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 +12.44% +60.86%
Jul 1932 - Jun 1934 		-56.91%
Jun 1930 - May 1932 		18.62%
213 out of 1144
US Inflation Adjusted +8.58% +62.06%
Jul 1932 - Jun 1934 		-52.15%
Jun 1930 - May 1932 		25.70%
294 out of 1144
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 +11.70% +47.09%
Mar 1933 - Feb 1936 		-46.94%
Jul 1929 - Jun 1932 		16.25%
184 out of 1132
US Inflation Adjusted +8.15% +43.07%
Mar 1933 - Feb 1936 		-42.73%
Jul 1929 - Jun 1932 		21.38%
242 out of 1132
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 +11.56% +43.28%
Jul 1932 - Jun 1936 		-32.80%
Jun 1928 - May 1932 		14.55%
163 out of 1120
US Inflation Adjusted +8.02% +42.76%
Jul 1932 - Jun 1936 		-28.87%
Jun 1928 - May 1932 		21.61%
242 out of 1120
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 +11.37% +35.88%
Jun 1932 - May 1937 		-22.36%
Jul 1927 - Jun 1932 		12.36%
137 out of 1108
US Inflation Adjusted +7.74% +34.53%
Jun 1932 - May 1937 		-18.38%
Jun 1927 - May 1932 		17.15%
190 out of 1108
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 +11.12% +25.05%
Oct 1974 - Sep 1980 		-14.67%
Apr 1929 - Mar 1935 		10.95%
120 out of 1096
US Inflation Adjusted +7.57% +23.44%
Jul 1932 - Jun 1938 		-17.12%
Oct 1968 - Sep 1974 		14.23%
156 out of 1096
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 +11.05% +22.66%
Apr 1980 - Mar 1987 		-9.15%
Apr 1928 - Mar 1935 		9.78%
106 out of 1084
US Inflation Adjusted +7.37% +20.87%
Jun 1932 - May 1939 		-14.16%
Oct 1967 - Sep 1974 		14.48%
157 out of 1084
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 +10.72% +21.91%
Mar 1979 - Feb 1987 		-9.14%
Apr 1930 - Mar 1938 		8.77%
94 out of 1072
US Inflation Adjusted +7.48% +18.37%
Sep 1992 - Aug 2000 		-9.40%
Oct 1966 - Sep 1974 		14.27%
153 out of 1072
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 +10.88% +22.75%
Oct 1974 - Sep 1983 		-9.25%
Apr 1929 - Mar 1938 		6.23%
66 out of 1060
US Inflation Adjusted +7.54% +17.80%
Mar 1991 - Feb 2000 		-9.31%
Oct 1965 - Sep 1974 		13.49%
143 out of 1060
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 +10.89% +21.33%
Oct 1990 - Sep 2000 		-6.99%
Sep 1929 - Aug 1939 		4.58%
48 out of 1048
US Inflation Adjusted +7.81% +18.09%
Oct 1990 - Sep 2000 		-7.27%
Oct 1964 - Sep 1974 		14.50%
152 out of 1048
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 +10.92% +19.99%
Apr 1989 - Mar 2000 		-6.51%
Sep 1929 - Aug 1940 		4.73%
49 out of 1036
US Inflation Adjusted +8.03% +16.38%
Apr 1989 - Mar 2000 		-5.32%
Oct 1963 - Sep 1974 		14.19%
147 out of 1036
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 +11.11% +19.74%
Oct 1974 - Sep 1986 		-5.64%
Sep 1929 - Aug 1941 		3.52%
36 out of 1024
US Inflation Adjusted +7.92% +16.13%
Jun 1949 - May 1961 		-4.74%
May 1930 - Apr 1942 		15.04%
154 out of 1024
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 +10.91% +21.07%
Oct 1974 - Sep 1987 		-6.14%
Sep 1929 - Aug 1942 		3.85%
39 out of 1012
US Inflation Adjusted +8.02% +15.66%
Dec 1948 - Nov 1961 		-5.80%
Sep 1929 - Aug 1942 		14.23%
144 out of 1012
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 +10.85% +18.24%
May 1942 - Apr 1956 		-3.58%
Dec 1928 - Nov 1942 		3.40%
34 out of 1000
US Inflation Adjusted +7.90% +14.83%
Jun 1932 - May 1946 		-3.42%
Dec 1928 - Nov 1942 		12.50%
125 out of 1000
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 +10.46% +18.77%
Oct 1974 - Sep 1989 		-2.10%
Sep 1929 - Aug 1944 		3.04%
30 out of 988
US Inflation Adjusted +7.31% +14.81%
Apr 1985 - Mar 2000 		-2.97%
Aug 1967 - Jul 1982 		12.25%
121 out of 988
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 +10.46% +18.50%
Apr 1984 - Mar 2000 		-0.46%
Dec 1928 - Nov 1944 		0.61%
6 out of 976
US Inflation Adjusted +7.15% +14.80%
Mar 1984 - Feb 2000 		-1.68%
Aug 1966 - Jul 1982 		6.97%
68 out of 976
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.52% +17.83%
Oct 1974 - Sep 1991 		+0.29%
Oct 1929 - Sep 1946 		0.00%
0 out of 964
US Inflation Adjusted +7.22% +14.09%
Jul 1982 - Jun 1999 		-1.29%
Aug 1965 - Jul 1982 		4.05%
39 out of 964
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.35% +18.92%
Apr 1982 - Mar 2000 		+0.14%
Sep 1929 - Aug 1947 		0.00%
0 out of 952
US Inflation Adjusted +7.30% +15.08%
Apr 1982 - Mar 2000 		-1.31%
Sep 1929 - Aug 1947 		2.73%
26 out of 952
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.45% +17.60%
Oct 1974 - Sep 1993 		+0.40%
Sep 1929 - Aug 1948 		0.00%
0 out of 940
US Inflation Adjusted +7.25% +13.57%
Oct 1981 - Sep 2000 		-1.41%
Sep 1929 - Aug 1948 		1.28%
12 out of 940
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.47% +18.75%
Apr 1980 - Mar 2000 		+0.54%
Sep 1929 - Aug 1949 		0.00%
0 out of 928
US Inflation Adjusted +7.43% +14.33%
Apr 1980 - Mar 2000 		-1.02%
Sep 1929 - Aug 1949 		1.19%
11 out of 928
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares S&P Mid-Cap 400 Growth (IJK) ETF: Historical Returns page.