iShares Core FTSE 100 UCITS ETF (SXRW.DE): Rolling Returns

Data Source: from February 1972 to June 2024 (~52 years)
Consolidated Returns as of 30 June 2024

Holding the iShares Core FTSE 100 UCITS ETF (SXRW.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~52 years), the longest period with a negative return lasted 149 months (from May 1999 to September 2011).

This means that every rolling period of 150 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Core FTSE 100 UCITS ETF (SXRW.DE) 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 CORE FTSE 100 UCITS ETF (SXRW.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to June 2024

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The annualized return of the last 10 years has been 5.20% (updated at Jun 30, 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 CORE FTSE 100 UCITS ETF (SXRW.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 1994 - 30 June 2024 (30 Years)
Data Source: 1 February 1972 - 30 June 2024 (~52 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.68% +88.02%
Nov 1976 - Oct 1977
-47.20%
Dec 1973 - Nov 1974
29.61%
183 out of 618
Euro Inflation Adjusted +6.78% +81.52%
Nov 1976 - Oct 1977
-50.42%
Dec 1973 - Nov 1974
36.41%
225 out of 618
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.16% +45.68%
Apr 1996 - Mar 1998
-41.98%
Jan 1973 - Dec 1974
24.75%
150 out of 606
Euro Inflation Adjusted +5.27% +43.77%
Apr 1996 - Mar 1998
-45.68%
Jan 1973 - Dec 1974
33.00%
200 out of 606
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.08% +38.22%
Apr 1995 - Mar 1998
-24.06%
Feb 1972 - Jan 1975
20.71%
123 out of 594
Euro Inflation Adjusted +5.62% +35.89%
Apr 1995 - Mar 1998
-28.75%
Feb 1972 - Jan 1975
29.29%
174 out of 594
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.36% +33.53%
Nov 1976 - Oct 1980
-22.34%
Nov 1972 - Oct 1976
20.27%
118 out of 582
Euro Inflation Adjusted +4.71% +28.40%
Nov 1976 - Oct 1980
-26.58%
Nov 1972 - Oct 1976
28.18%
164 out of 582
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.04% +26.65%
Apr 1995 - Mar 2000
-14.08%
May 1972 - Apr 1977
19.30%
110 out of 570
Euro Inflation Adjusted +4.74% +24.65%
Apr 1995 - Mar 2000
-18.72%
May 1972 - Apr 1977
26.49%
151 out of 570
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.55% +24.56%
Oct 1981 - Sep 1987
-9.89%
May 1972 - Apr 1978
8.78%
49 out of 558
Euro Inflation Adjusted +4.59% +22.17%
Oct 1981 - Sep 1987
-14.39%
May 1972 - Apr 1978
25.99%
145 out of 558
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.08% +22.30%
Nov 1976 - Oct 1983
-6.30%
Apr 2002 - Mar 2009
5.31%
29 out of 546
Euro Inflation Adjusted +4.98% +17.96%
Aug 1980 - Jul 1987
-10.06%
Dec 1972 - Nov 1979
12.64%
69 out of 546
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.43% +21.87%
Nov 1976 - Oct 1984
-6.08%
Jan 2001 - Dec 2008
6.18%
33 out of 534
Euro Inflation Adjusted +4.97% +18.16%
Oct 1979 - Sep 1987
-8.35%
May 1972 - Apr 1980
10.67%
57 out of 534
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.57% +23.19%
Nov 1976 - Oct 1985
-6.55%
Apr 2000 - Mar 2009
4.21%
22 out of 522
Euro Inflation Adjusted +5.47% +18.63%
Nov 1976 - Oct 1985
-8.50%
Apr 2000 - Mar 2009
11.11%
58 out of 522
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.00% +21.09%
Aug 1977 - Jul 1987
-3.89%
Apr 1999 - Mar 2009
4.90%
25 out of 510
Euro Inflation Adjusted +5.77% +17.41%
Aug 1977 - Jul 1987
-5.88%
Apr 1999 - Mar 2009
12.55%
64 out of 510
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.10% +21.62%
Oct 1976 - Sep 1987
-3.57%
Apr 1998 - Mar 2009
3.82%
19 out of 498
Euro Inflation Adjusted +5.88% +17.90%
Oct 1976 - Sep 1987
-5.46%
Apr 1998 - Mar 2009
12.05%
60 out of 498
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.64% +20.04%
Nov 1976 - Oct 1988
-0.37%
Jan 2000 - Dec 2011
0.41%
2 out of 486
Euro Inflation Adjusted +6.19% +16.54%
Nov 1976 - Oct 1988
-2.47%
Jan 2000 - Dec 2011
11.11%
54 out of 486
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.32% +18.48%
Nov 1976 - Oct 1989
+0.92%
Jan 2000 - Dec 2012
0.00%
0 out of 474
Euro Inflation Adjusted +5.73% +15.02%
Nov 1976 - Oct 1989
-1.21%
Jan 2000 - Dec 2012
5.91%
28 out of 474
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.84% +16.60%
Jan 1975 - Dec 1988
+1.42%
Nov 2006 - Oct 2020
0.00%
0 out of 462
Euro Inflation Adjusted +5.41% +12.97%
Jan 1975 - Dec 1988
-0.40%
Apr 1998 - Mar 2012
1.08%
5 out of 462
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.55% +16.70%
Nov 1976 - Oct 1991
+2.41%
Oct 2000 - Sep 2015
0.00%
0 out of 450
Euro Inflation Adjusted +5.05% +13.12%
Nov 1976 - Oct 1991
+0.49%
Apr 1998 - Mar 2013
0.00%
0 out of 450
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.15% +14.42%
Nov 1976 - Oct 1992
+1.89%
Nov 2000 - Oct 2016
0.00%
0 out of 438
Euro Inflation Adjusted +4.70% +11.79%
Jul 1982 - Jun 1998
+0.15%
Nov 2000 - Oct 2016
0.00%
0 out of 438
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.23% +15.53%
Nov 1976 - Oct 1993
+2.26%
Sep 2000 - Aug 2017
0.00%
0 out of 426
Euro Inflation Adjusted +4.67% +12.11%
Jan 1983 - Dec 1999
+0.54%
Sep 2000 - Aug 2017
0.00%
0 out of 426
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.24% +14.66%
Apr 1980 - Mar 1998
+2.35%
Nov 2000 - Oct 2018
0.00%
0 out of 414
Euro Inflation Adjusted +4.96% +11.61%
May 1982 - Apr 2000
+0.60%
Nov 2000 - Oct 2018
0.00%
0 out of 414
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.41% +14.68%
Mar 1979 - Feb 1998
+2.14%
Jun 2001 - May 2020
0.00%
0 out of 402
Euro Inflation Adjusted +5.03% +11.71%
Nov 1981 - Oct 2000
+0.40%
Jan 2000 - Dec 2018
0.00%
0 out of 402
19 Years Annualized Rolling Returns
Timeframes ending in every month

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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.32% +15.22%
Apr 1978 - Mar 1998
+1.19%
Nov 2000 - Oct 2020
0.00%
0 out of 390
Euro Inflation Adjusted +5.04% +12.18%
Jan 1980 - Dec 1999
-0.40%
Nov 2000 - Oct 2020
1.03%
4 out of 390
20 Years Annualized Rolling Returns
Timeframes ending in every month

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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares Core FTSE 100 UCITS ETF (SXRW.DE) ETF: Historical Returns page.