Technology Portfolio: Rolling Returns

Data Source: from January 1971 to February 2024 (~53 years)
Consolidated Returns as of 29 February 2024

Holding the Technology Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~53 years), the longest period with a negative return lasted 174 months (from April 2000 to September 2014).

This means that every rolling period of 175 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Technology Portfolio: ETF allocation and 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

TECHNOLOGY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 18.10% (updated at Feb 29, 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.

TECHNOLOGY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1971 - 29 February 2024 (~53 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -67.35 10/2000
09/2001
0.32$ -7.89 0.92$ 19.58 1.19$ 44.95 1.44$ 124.99 03/1999
02/2000
2.24$ 50.57 18.34%
2Y -51.92 09/2000
08/2002
0.23$ -2.74 0.94$ 15.11 1.32$ 36.68 1.86$ 93.45 01/1998
12/1999
3.74$ 13.31 18.10%
3Y -38.68 04/2000
03/2003
0.23$ -0.88 0.97$ 15.96 1.55$ 31.66 2.28$ 77.31 04/1997
03/2000
5.57$ 12.51 16.92%
4Y -24.35 04/2000
03/2004
0.32$ 0.10 1.00$ 15.95 1.80$ 26.13 2.53$ 64.30 04/1996
03/2000
7.28$ 21.60 14.70%
5Y -19.54 04/2000
03/2005
0.33$ -1.53 0.92$ 14.56 1.97$ 23.33 2.85$ 58.54 03/1995
02/2000
10.01$ 21.24 17.28%
6Y -14.59 09/2000
08/2006
0.38$ 2.59 1.16$ 12.37 2.01$ 20.46 3.05$ 50.46 04/1994
03/2000
11.60$ 18.27 9.34%
7Y -12.13 04/2000
03/2007
0.40$ 1.90 1.14$ 10.80 2.04$ 19.73 3.52$ 26.37 07/1994
06/2001
5.14$ 19.85 11.91%
8Y -10.62 04/2000
03/2008
0.40$ 2.74 1.24$ 11.47 2.38$ 19.20 4.07$ 23.56 09/2013
08/2021
5.43$ 20.87 12.08%
9Y -13.76 03/2000
02/2009
0.26$ 4.24 1.45$ 11.38 2.63$ 18.40 4.57$ 23.47 03/2009
02/2018
6.66$ 17.75 10.67%
10Y -8.06 03/2000
02/2010
0.43$ 3.77 1.44$ 11.63 3.00$ 18.47 5.44$ 22.88 01/2012
12/2021
7.85$ 18.10 11.62%
11Y -5.36 04/2000
03/2011
0.54$ 1.62 1.19$ 11.50 3.31$ 18.62 6.54$ 22.99 09/2010
08/2021
9.73$ 19.69 10.92%
12Y -3.75 03/2000
02/2012
0.63$ 3.34 1.48$ 12.26 4.00$ 17.28 6.77$ 23.68 03/2009
02/2021
12.81$ 18.43 6.91%
13Y -3.07 03/2000
02/2013
0.66$ 4.41 1.75$ 11.90 4.31$ 16.86 7.57$ 23.32 12/2008
11/2021
15.26$ 17.97 5.37%
14Y -1.03 04/2000
03/2014
0.86$ 5.11 2.00$ 11.70 4.70$ 16.21 8.19$ 19.51 03/2009
02/2023
12.12$ 18.81 1.55%
15Y 0.35 04/2000
03/2015
1.05$ 5.73 2.30$ 10.35 4.38$ 15.10 8.24$ 21.36 03/2009
02/2024
18.25$ 21.36 0.00%
16Y 0.35 03/2000
02/2016
1.05$ 5.86 2.48$ 10.64 5.04$ 14.67 8.94$ 16.64 03/2008
02/2024
11.74$ 16.64 0.00%
17Y 1.78 04/2000
03/2017
1.34$ 6.16 2.76$ 10.72 5.64$ 14.60 10.14$ 16.21 09/2004
08/2021
12.85$ 15.55 0.00%
18Y 2.81 04/2000
03/2018
1.64$ 6.22 2.96$ 10.77 6.30$ 14.52 11.47$ 16.40 10/2002
09/2020
15.38$ 14.98 0.00%
19Y 3.26 03/2000
02/2019
1.83$ 7.02 3.63$ 11.16 7.46$ 13.77 11.60$ 17.05 10/2002
09/2021
19.92$ 14.76 0.00%
20Y 3.50 04/2000
03/2020
1.99$ 6.95 3.83$ 10.88 7.88$ 13.61 12.83$ 14.62 08/2002
07/2022
15.32$ 14.13 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -68.17 10/2000
09/2001
0.31$ -11.46 0.88$ 17.52 1.17$ 41.26 1.41$ 117.98 03/1999
02/2000
2.17$ 46.60 22.35%
2Y -52.97 09/2000
08/2002
0.22$ -6.98 0.86$ 13.26 1.28$ 33.15 1.77$ 89.39 01/1998
12/1999
3.58$ 8.61 22.85%
3Y -40.15 04/2000
03/2003
0.21$ -3.10 0.90$ 14.03 1.48$ 28.45 2.11$ 73.35 04/1997
03/2000
5.20$ 6.63 19.38%
4Y -26.04 04/2000
03/2004
0.29$ -2.45 0.90$ 13.11 1.63$ 23.26 2.30$ 60.45 04/1996
03/2000
6.62$ 16.31 19.81%
5Y -21.47 04/2000
03/2005
0.29$ -3.95 0.81$ 11.55 1.72$ 21.12 2.60$ 54.80 03/1995
02/2000
8.89$ 16.46 20.27%
6Y -16.92 09/2000
08/2006
0.32$ 0.01 1.00$ 10.45 1.81$ 18.31 2.74$ 46.73 04/1994
03/2000
9.98$ 14.08 14.53%
7Y -14.40 04/2000
03/2007
0.33$ -0.76 0.94$ 8.61 1.78$ 17.55 3.10$ 23.10 07/1994
06/2001
4.28$ 15.83 16.25%
8Y -13.06 04/2000
03/2008
0.32$ 0.04 1.00$ 8.91 1.97$ 16.95 3.49$ 21.18 09/2013
08/2021
4.65$ 16.91 14.72%
9Y -15.88 03/2000
02/2009
0.21$ 1.61 1.15$ 9.11 2.19$ 16.22 3.86$ 21.30 03/2009
02/2018
5.68$ 14.21 12.65%
10Y -10.29 03/2000
02/2010
0.33$ 1.19 1.12$ 9.31 2.43$ 15.98 4.40$ 20.31 01/2012
12/2021
6.35$ 14.91 12.03%
11Y -7.62 04/2000
03/2011
0.41$ -0.89 0.90$ 9.32 2.66$ 15.57 4.91$ 20.50 09/2010
08/2021
7.78$ 16.63 17.03%
12Y -6.08 03/2000
02/2012
0.47$ 0.86 1.10$ 9.64 3.01$ 15.02 5.35$ 21.49 03/2009
02/2021
10.34$ 15.46 12.44%
13Y -5.39 03/2000
02/2013
0.48$ 1.92 1.27$ 9.54 3.26$ 14.13 5.57$ 20.80 12/2008
11/2021
11.66$ 14.98 10.73%
14Y -3.28 04/2000
03/2014
0.62$ 2.61 1.43$ 8.87 3.28$ 14.13 6.35$ 16.57 03/2009
02/2023
8.55$ 15.84 8.29%
15Y -1.78 04/2000
03/2015
0.76$ 3.25 1.61$ 7.74 3.06$ 12.82 6.10$ 18.36 03/2009
02/2024
12.53$ 18.36 4.97%
16Y -1.72 03/2000
02/2016
0.75$ 3.49 1.73$ 8.25 3.55$ 12.20 6.30$ 14.02 11/2005
10/2021
8.16$ 13.93 4.14%
17Y -0.33 03/2000
02/2017
0.94$ 3.99 1.94$ 8.04 3.72$ 12.13 6.99$ 13.74 09/2004
08/2021
8.91$ 12.76 1.27%
18Y 0.67 04/2000
03/2018
1.12$ 4.10 2.05$ 8.26 4.17$ 11.81 7.45$ 14.07 10/2002
09/2020
10.69$ 12.21 0.00%
19Y 1.11 03/2000
02/2019
1.23$ 4.72 2.40$ 8.72 4.89$ 11.07 7.35$ 14.52 10/2002
09/2021
13.15$ 11.92 0.00%
20Y 1.39 04/2000
03/2020
1.31$ 4.72 2.51$ 8.54 5.15$ 10.80 7.76$ 11.82 08/2002
07/2022
9.34$ 11.28 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -67.35 10/2000
09/2001
0.32$ -10.80 0.89$ 16.67 1.16$ 39.70 1.39$ 124.99 03/1999
02/2000
2.24$ 50.57 20.89%
2Y -51.92 09/2000
08/2002
0.23$ -1.86 0.96$ 14.16 1.30$ 29.37 1.67$ 93.45 01/1998
12/1999
3.74$ 13.31 17.07%
3Y -38.68 04/2000
03/2003
0.23$ -0.58 0.98$ 14.91 1.51$ 25.10 1.95$ 77.31 04/1997
03/2000
5.57$ 12.51 15.26%
4Y -24.35 04/2000
03/2004
0.32$ 1.26 1.05$ 15.25 1.76$ 22.45 2.24$ 64.30 04/1996
03/2000
7.28$ 21.60 13.71%
5Y -19.54 04/2000
03/2005
0.33$ 1.49 1.07$ 14.14 1.93$ 21.92 2.69$ 58.54 03/1995
02/2000
10.01$ 21.24 13.82%
6Y -14.59 09/2000
08/2006
0.38$ 3.52 1.23$ 14.24 2.22$ 21.18 3.16$ 50.46 04/1994
03/2000
11.60$ 18.27 8.82%
7Y -12.13 04/2000
03/2007
0.40$ 4.33 1.34$ 14.54 2.58$ 20.63 3.71$ 43.22 04/1993
03/2000
12.36$ 19.85 6.31%
8Y -10.62 04/2000
03/2008
0.40$ 5.76 1.56$ 13.63 2.77$ 20.29 4.38$ 38.81 09/1992
08/2000
13.77$ 20.87 5.89%
9Y -13.76 03/2000
02/2009
0.26$ 6.05 1.69$ 13.84 3.21$ 19.91 5.12$ 38.28 01/1991
12/1999
18.49$ 17.75 5.08%
10Y -8.06 03/2000
02/2010
0.43$ 7.18 2.00$ 13.93 3.68$ 18.98 5.68$ 35.78 09/1990
08/2000
21.29$ 18.10 5.39%
11Y -5.36 04/2000
03/2011
0.54$ 7.01 2.10$ 13.64 4.08$ 19.25 6.93$ 33.45 04/1989
03/2000
23.90$ 19.69 4.93%
12Y -3.75 03/2000
02/2012
0.63$ 7.24 2.31$ 13.47 4.55$ 18.56 7.71$ 31.04 04/1988
03/2000
25.64$ 18.43 3.03%
13Y -3.07 03/2000
02/2013
0.66$ 6.53 2.27$ 13.53 5.20$ 18.10 8.69$ 28.57 01/1987
12/1999
26.22$ 17.97 2.28%
14Y -1.03 04/2000
03/2014
0.86$ 7.67 2.81$ 13.24 5.69$ 17.27 9.30$ 27.75 03/1986
02/2000
30.84$ 18.81 0.64%
15Y 0.35 04/2000
03/2015
1.05$ 8.21 3.26$ 13.46 6.65$ 16.82 10.29$ 27.95 04/1985
03/2000
40.30$ 21.36 0.00%
16Y 0.35 03/2000
02/2016
1.05$ 8.19 3.52$ 13.39 7.46$ 16.09 10.87$ 26.84 04/1984
03/2000
44.87$ 16.64 0.00%
17Y 1.78 04/2000
03/2017
1.34$ 8.77 4.17$ 13.40 8.47$ 16.38 13.18$ 24.61 03/1983
02/2000
42.09$ 15.55 0.00%
18Y 2.81 04/2000
03/2018
1.64$ 9.06 4.76$ 13.10 9.16$ 16.14 14.77$ 26.00 04/1982
03/2000
64.07$ 14.98 0.00%
19Y 3.26 03/2000
02/2019
1.83$ 9.26 5.37$ 12.58 9.50$ 16.61 18.52$ 23.53 03/1981
02/2000
55.41$ 14.76 0.00%
20Y 3.50 04/2000
03/2020
1.99$ 9.85 6.54$ 12.51 10.55$ 16.24 20.28$ 24.94 04/1980
03/2000
85.91$ 14.13 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -68.17 10/2000
09/2001
0.31$ -15.00 0.85$ 11.71 1.11$ 35.66 1.35$ 117.98 03/1999
02/2000
2.17$ 46.60 26.32%
2Y -52.97 09/2000
08/2002
0.22$ -6.12 0.88$ 9.48 1.19$ 25.83 1.58$ 89.39 01/1998
12/1999
3.58$ 8.61 23.90%
3Y -40.15 04/2000
03/2003
0.21$ -3.75 0.89$ 9.72 1.32$ 21.40 1.78$ 73.35 04/1997
03/2000
5.20$ 6.63 20.23%
4Y -26.04 04/2000
03/2004
0.29$ -2.45 0.90$ 10.27 1.47$ 18.79 1.99$ 60.45 04/1996
03/2000
6.62$ 16.31 18.61%
5Y -21.47 04/2000
03/2005
0.29$ -2.61 0.87$ 9.21 1.55$ 19.20 2.40$ 54.80 03/1995
02/2000
8.89$ 16.46 17.44%
6Y -16.92 09/2000
08/2006
0.32$ 0.29 1.01$ 9.05 1.68$ 18.20 2.72$ 46.73 04/1994
03/2000
9.98$ 14.08 14.29%
7Y -14.40 04/2000
03/2007
0.33$ 0.60 1.04$ 9.00 1.82$ 18.26 3.23$ 39.70 03/1993
02/2000
10.38$ 15.83 14.41%
8Y -13.06 04/2000
03/2008
0.32$ 0.66 1.05$ 9.11 2.00$ 17.49 3.63$ 35.31 09/1992
08/2000
11.23$ 16.91 13.81%
9Y -15.88 03/2000
02/2009
0.21$ 2.02 1.19$ 9.32 2.22$ 17.22 4.17$ 34.80 01/1991
12/1999
14.70$ 14.21 12.62%
10Y -10.29 03/2000
02/2010
0.33$ 2.29 1.25$ 9.59 2.49$ 16.34 4.54$ 32.14 09/1990
08/2000
16.22$ 14.91 10.60%
11Y -7.62 04/2000
03/2011
0.41$ 0.84 1.09$ 9.33 2.66$ 15.60 4.92$ 29.44 04/1989
03/2000
17.08$ 16.63 14.00%
12Y -6.08 03/2000
02/2012
0.47$ 1.42 1.18$ 9.80 3.07$ 15.36 5.55$ 26.92 04/1988
03/2000
17.47$ 15.46 8.69%
13Y -5.39 03/2000
02/2013
0.48$ 2.97 1.46$ 9.68 3.32$ 15.04 6.18$ 24.47 01/1987
12/1999
17.21$ 14.98 9.32%
14Y -3.28 04/2000
03/2014
0.62$ 3.89 1.70$ 9.66 3.63$ 14.13 6.35$ 23.82 03/1986
02/2000
19.90$ 15.84 4.03%
15Y -1.78 04/2000
03/2015
0.76$ 3.86 1.76$ 9.47 3.88$ 13.50 6.68$ 23.99 04/1985
03/2000
25.17$ 18.36 2.18%
16Y -1.72 03/2000
02/2016
0.75$ 4.73 2.09$ 9.17 4.06$ 13.14 7.20$ 22.88 04/1984
03/2000
27.00$ 13.93 1.57%
17Y -0.33 03/2000
02/2017
0.94$ 4.62 2.15$ 9.11 4.40$ 12.69 7.62$ 20.63 03/1983
02/2000
24.26$ 12.76 0.46%
18Y 0.33 11/1972
10/1990
1.06$ 5.10 2.44$ 9.17 4.85$ 12.46 8.27$ 21.93 04/1982
03/2000
35.48$ 12.21 0.00%
19Y 1.11 03/2000
02/2019
1.23$ 5.97 3.00$ 9.11 5.24$ 12.06 8.70$ 19.32 03/1981
02/2000
28.68$ 11.92 0.00%
20Y 1.39 04/2000
03/2020
1.31$ 6.14 3.29$ 9.13 5.74$ 11.73 9.19$ 20.29 04/1980
03/2000
40.24$ 11.28 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +16.67% +124.99%
Mar 1999 - Feb 2000
-67.35%
Oct 2000 - Sep 2001
20.89%
131 out of 627
US Inflation Adjusted +11.71% +117.98%
Mar 1999 - Feb 2000
-68.17%
Oct 2000 - Sep 2001
26.32%
165 out of 627
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 +14.16% +93.45%
Jan 1998 - Dec 1999
-51.92%
Sep 2000 - Aug 2002
17.07%
105 out of 615
US Inflation Adjusted +9.48% +89.39%
Jan 1998 - Dec 1999
-52.97%
Sep 2000 - Aug 2002
23.90%
147 out of 615
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 +14.91% +77.31%
Apr 1997 - Mar 2000
-38.68%
Apr 2000 - Mar 2003
15.26%
92 out of 603
US Inflation Adjusted +9.72% +73.35%
Apr 1997 - Mar 2000
-40.15%
Apr 2000 - Mar 2003
20.23%
122 out of 603
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 +15.25% +64.30%
Apr 1996 - Mar 2000
-24.35%
Apr 2000 - Mar 2004
13.71%
81 out of 591
US Inflation Adjusted +10.27% +60.45%
Apr 1996 - Mar 2000
-26.04%
Apr 2000 - Mar 2004
18.61%
110 out of 591
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 +14.14% +58.54%
Mar 1995 - Feb 2000
-19.54%
Apr 2000 - Mar 2005
13.82%
80 out of 579
US Inflation Adjusted +9.21% +54.80%
Mar 1995 - Feb 2000
-21.47%
Apr 2000 - Mar 2005
17.44%
101 out of 579
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 +14.24% +50.46%
Apr 1994 - Mar 2000
-14.59%
Sep 2000 - Aug 2006
8.82%
50 out of 567
US Inflation Adjusted +9.05% +46.73%
Apr 1994 - Mar 2000
-16.92%
Sep 2000 - Aug 2006
14.29%
81 out of 567
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 +14.54% +43.22%
Apr 1993 - Mar 2000
-12.13%
Apr 2000 - Mar 2007
6.31%
35 out of 555
US Inflation Adjusted +9.00% +39.70%
Mar 1993 - Feb 2000
-14.40%
Apr 2000 - Mar 2007
14.41%
80 out of 555
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 +13.63% +38.81%
Sep 1992 - Aug 2000
-10.62%
Apr 2000 - Mar 2008
5.89%
32 out of 543
US Inflation Adjusted +9.11% +35.31%
Sep 1992 - Aug 2000
-13.06%
Apr 2000 - Mar 2008
13.81%
75 out of 543
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 +13.84% +38.28%
Jan 1991 - Dec 1999
-13.76%
Mar 2000 - Feb 2009
5.08%
27 out of 531
US Inflation Adjusted +9.32% +34.80%
Jan 1991 - Dec 1999
-15.88%
Mar 2000 - Feb 2009
12.62%
67 out of 531
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 +13.93% +35.78%
Sep 1990 - Aug 2000
-8.06%
Mar 2000 - Feb 2010
5.39%
28 out of 519
US Inflation Adjusted +9.59% +32.14%
Sep 1990 - Aug 2000
-10.29%
Mar 2000 - Feb 2010
10.60%
55 out of 519
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 +13.64% +33.45%
Apr 1989 - Mar 2000
-5.36%
Apr 2000 - Mar 2011
4.93%
25 out of 507
US Inflation Adjusted +9.33% +29.44%
Apr 1989 - Mar 2000
-7.62%
Apr 2000 - Mar 2011
14.00%
71 out of 507
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 +13.47% +31.04%
Apr 1988 - Mar 2000
-3.75%
Mar 2000 - Feb 2012
3.03%
15 out of 495
US Inflation Adjusted +9.80% +26.92%
Apr 1988 - Mar 2000
-6.08%
Mar 2000 - Feb 2012
8.69%
43 out of 495
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 +13.53% +28.57%
Jan 1987 - Dec 1999
-3.07%
Mar 2000 - Feb 2013
2.28%
11 out of 483
US Inflation Adjusted +9.68% +24.47%
Jan 1987 - Dec 1999
-5.39%
Mar 2000 - Feb 2013
9.32%
45 out of 483
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 +13.24% +27.75%
Mar 1986 - Feb 2000
-1.03%
Apr 2000 - Mar 2014
0.64%
3 out of 471
US Inflation Adjusted +9.66% +23.82%
Mar 1986 - Feb 2000
-3.28%
Apr 2000 - Mar 2014
4.03%
19 out of 471
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 +13.46% +27.95%
Apr 1985 - Mar 2000
+0.35%
Apr 2000 - Mar 2015
0.00%
0 out of 459
US Inflation Adjusted +9.47% +23.99%
Apr 1985 - Mar 2000
-1.78%
Apr 2000 - Mar 2015
2.18%
10 out of 459
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 +13.39% +26.84%
Apr 1984 - Mar 2000
+0.35%
Mar 2000 - Feb 2016
0.00%
0 out of 447
US Inflation Adjusted +9.17% +22.88%
Apr 1984 - Mar 2000
-1.72%
Mar 2000 - Feb 2016
1.57%
7 out of 447
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 +13.40% +24.61%
Mar 1983 - Feb 2000
+1.78%
Apr 2000 - Mar 2017
0.00%
0 out of 435
US Inflation Adjusted +9.11% +20.63%
Mar 1983 - Feb 2000
-0.33%
Mar 2000 - Feb 2017
0.46%
2 out of 435
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 +13.10% +26.00%
Apr 1982 - Mar 2000
+2.81%
Apr 2000 - Mar 2018
0.00%
0 out of 423
US Inflation Adjusted +9.17% +21.93%
Apr 1982 - Mar 2000
+0.33%
Nov 1972 - Oct 1990
0.00%
0 out of 423
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 +12.58% +23.53%
Mar 1981 - Feb 2000
+3.26%
Mar 2000 - Feb 2019
0.00%
0 out of 411
US Inflation Adjusted +9.11% +19.32%
Mar 1981 - Feb 2000
+1.11%
Mar 2000 - Feb 2019
0.00%
0 out of 411
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 +12.51% +24.94%
Apr 1980 - Mar 2000
+3.50%
Apr 2000 - Mar 2020
0.00%
0 out of 399
US Inflation Adjusted +9.13% +20.29%
Apr 1980 - Mar 2000
+1.39%
Apr 2000 - Mar 2020
0.00%
0 out of 399
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 Technology Portfolio: ETF allocation and returns page.