iShares S&P Small-Cap 600 Growth (IJT): Rolling Returns

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

Holding the iShares S&P Small-Cap 600 Growth (IJT) 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 171 months (from September 1929 to November 1943).

This means that every rolling period of 172 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P Small-Cap 600 Growth (IJT) 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 SMALL-CAP 600 GROWTH (IJT) ETF
Previous vs Next Returns - 10 Years annualized
Updated to March 2024

The annualized return of the last 10 years has been 9.23% (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 SMALL-CAP 600 GROWTH (IJT) 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 +13.18% +194.46%
Jul 1932 - Jun 1933 		-66.71%
Jul 1931 - Jun 1932 		27.60%
319 out of 1156
US Inflation Adjusted +9.70% +215.32%
Jul 1932 - Jun 1933 		-63.04%
Jul 1931 - Jun 1932 		31.92%
369 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 +12.19% +86.17%
Jul 1932 - Jun 1934 		-54.67%
Jun 1930 - May 1932 		22.29%
255 out of 1144
US Inflation Adjusted +8.84% +87.55%
Jul 1932 - Jun 1934 		-49.66%
Jun 1930 - May 1932 		28.58%
327 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 +11.10% +60.20%
Jul 1932 - Jun 1935 		-46.61%
Jul 1929 - Jun 1932 		16.34%
185 out of 1132
US Inflation Adjusted +7.91% +59.81%
Jul 1932 - Jun 1935 		-42.38%
Jul 1929 - Jun 1932 		22.35%
253 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 +10.90% +56.80%
Jul 1932 - Jun 1936 		-33.01%
Jun 1928 - May 1932 		13.04%
146 out of 1120
US Inflation Adjusted +7.50% +56.23%
Jul 1932 - Jun 1936 		-29.09%
Jun 1928 - May 1932 		21.07%
236 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 +10.87% +45.77%
Jun 1932 - May 1937 		-21.81%
Jun 1927 - May 1932 		11.73%
130 out of 1108
US Inflation Adjusted +7.73% +44.32%
Jun 1932 - May 1937 		-20.98%
Oct 1969 - Sep 1974 		16.88%
187 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 +10.81% +35.19%
Jan 1975 - Dec 1980 		-15.64%
Jan 1969 - Dec 1974 		8.49%
93 out of 1096
US Inflation Adjusted +7.55% +29.15%
Jul 1932 - Jun 1938 		-20.77%
Jan 1969 - Dec 1974 		11.68%
128 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 +10.53% +28.39%
Jan 1975 - Dec 1981 		-10.76%
Jan 1968 - Dec 1974 		6.09%
66 out of 1084
US Inflation Adjusted +7.37% +26.72%
Jun 1932 - May 1939 		-16.00%
Jan 1968 - Dec 1974 		10.42%
113 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 +10.41% +27.62%
Jan 1975 - Dec 1982 		-4.64%
Apr 1930 - Mar 1938 		4.94%
53 out of 1072
US Inflation Adjusted +7.16% +21.99%
Jul 1932 - Jun 1940 		-10.22%
Dec 1968 - Nov 1976 		8.58%
92 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 +10.51% +28.34%
Oct 1974 - Sep 1983 		-6.61%
Apr 1929 - Mar 1938 		4.72%
50 out of 1060
US Inflation Adjusted +7.14% +19.67%
Jul 1932 - Jun 1941 		-9.59%
Jan 1966 - Dec 1974 		8.49%
90 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 +10.59% +23.05%
Oct 1974 - Sep 1984 		-3.47%
Sep 1929 - Aug 1939 		2.67%
28 out of 1048
US Inflation Adjusted +7.39% +16.95%
Jun 1949 - May 1959 		-6.63%
Oct 1964 - Sep 1974 		8.78%
92 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 +10.76% +22.85%
Jan 1975 - Dec 1985 		-2.76%
Sep 1929 - Aug 1940 		1.35%
14 out of 1036
US Inflation Adjusted +7.25% +17.66%
Jul 1932 - Jun 1943 		-4.99%
Jan 1964 - Dec 1974 		8.40%
87 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 +10.60% +21.46%
Oct 1974 - Sep 1986 		-2.14%
Sep 1929 - Aug 1941 		1.46%
15 out of 1024
US Inflation Adjusted +7.20% +17.66%
Jul 1932 - Jun 1944 		-4.02%
Jan 1963 - Dec 1974 		9.67%
99 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 +10.68% +22.12%
Oct 1974 - Sep 1987 		-2.97%
Sep 1929 - Aug 1942 		1.48%
15 out of 1012
US Inflation Adjusted +7.14% +18.77%
Jun 1932 - May 1945 		-5.00%
Jan 1962 - Dec 1974 		6.62%
67 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 +10.57% +22.65%
Jun 1932 - May 1946 		-0.98%
Dec 1928 - Nov 1942 		1.00%
10 out of 1000
US Inflation Adjusted +7.09% +20.05%
Jun 1932 - May 1946 		-3.00%
Jan 1961 - Dec 1974 		4.70%
47 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 +10.43% +19.36%
Jul 1932 - Jun 1947 		+0.89%
Dec 1928 - Nov 1943 		0.00%
0 out of 988
US Inflation Adjusted +6.97% +15.60%
Jul 1932 - Jun 1947 		-2.69%
Jan 1960 - Dec 1974 		2.83%
28 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 +10.33% +18.66%
Jul 1932 - Jun 1948 		+2.00%
Jan 1959 - Dec 1974 		0.00%
0 out of 976
US Inflation Adjusted +7.06% +14.56%
Jun 1932 - May 1948 		-1.65%
Jan 1959 - Dec 1974 		1.43%
14 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 +10.30% +18.31%
May 1942 - Apr 1959 		+3.91%
Oct 1957 - Sep 1974 		0.00%
0 out of 964
US Inflation Adjusted +6.88% +14.29%
May 1942 - Apr 1959 		-0.00%
Oct 1968 - Sep 1985 		0.10%
1 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 +10.09% +17.76%
Jun 1932 - May 1950 		+3.44%
Jan 1957 - Dec 1974 		0.00%
0 out of 952
US Inflation Adjusted +6.86% +14.21%
Jun 1932 - May 1950 		-0.12%
Jan 1957 - Dec 1974 		0.11%
1 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 +10.28% +17.78%
May 1942 - Apr 1961 		+3.62%
Sep 1929 - Aug 1948 		0.00%
0 out of 940
US Inflation Adjusted +6.86% +14.14%
Jul 1949 - Jun 1968 		-0.56%
Dec 1968 - Nov 1987 		0.11%
1 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 +10.17% +17.62%
Jul 1932 - Jun 1952 		+3.54%
Sep 1929 - Aug 1949 		0.00%
0 out of 928
US Inflation Adjusted +6.93% +14.23%
Dec 1948 - Nov 1968 		+0.41%
Dec 1968 - Nov 1988 		0.00%
0 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 Small-Cap 600 Growth (IJT) ETF: Historical Returns page.