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

Data Source: from February 1972 to May 2024 (~52 years)
Consolidated Returns as of 31 May 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 May 2024

The annualized return of the last 10 years has been 5.33% (updated at May 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 CORE FTSE 100 UCITS ETF (SXRW.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 February 1972 - 31 May 2024 (~52 years)
Inflation Adjusted:

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
29.66%
183 out of 617
Euro Inflation Adjusted +6.78% +81.52%
Nov 1976 - Oct 1977
-50.42%
Dec 1973 - Nov 1974
36.47%
225 out of 617
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 +8.16% +45.68%
Apr 1996 - Mar 1998
-41.98%
Jan 1973 - Dec 1974
24.79%
150 out of 605
Euro Inflation Adjusted +5.27% +43.77%
Apr 1996 - Mar 1998
-45.68%
Jan 1973 - Dec 1974
33.06%
200 out of 605
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 +9.08% +38.22%
Apr 1995 - Mar 1998
-24.06%
Feb 1972 - Jan 1975
20.74%
123 out of 593
Euro Inflation Adjusted +5.71% +35.89%
Apr 1995 - Mar 1998
-28.75%
Feb 1972 - Jan 1975
29.34%
174 out of 593
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 +7.36% +33.53%
Nov 1976 - Oct 1980
-22.34%
Nov 1972 - Oct 1976
20.31%
118 out of 581
Euro Inflation Adjusted +4.71% +28.40%
Nov 1976 - Oct 1980
-26.58%
Nov 1972 - Oct 1976
28.23%
164 out of 581
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 +7.06% +26.65%
Apr 1995 - Mar 2000
-14.08%
May 1972 - Apr 1977
19.33%
110 out of 569
Euro Inflation Adjusted +4.77% +24.65%
Apr 1995 - Mar 2000
-18.72%
May 1972 - Apr 1977
26.54%
151 out of 569
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 +6.60% +24.56%
Oct 1981 - Sep 1987
-9.89%
May 1972 - Apr 1978
8.80%
49 out of 557
Euro Inflation Adjusted +4.64% +22.17%
Oct 1981 - Sep 1987
-14.39%
May 1972 - Apr 1978
26.03%
145 out of 557
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 +7.18% +22.30%
Nov 1976 - Oct 1983
-6.30%
Apr 2002 - Mar 2009
5.32%
29 out of 545
Euro Inflation Adjusted +5.10% +17.96%
Aug 1980 - Jul 1987
-10.06%
Dec 1972 - Nov 1979
12.66%
69 out of 545
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 +7.43% +21.87%
Nov 1976 - Oct 1984
-6.08%
Jan 2001 - Dec 2008
6.19%
33 out of 533
Euro Inflation Adjusted +4.98% +18.16%
Oct 1979 - Sep 1987
-8.35%
May 1972 - Apr 1980
10.69%
57 out of 533
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 +7.57% +23.19%
Nov 1976 - Oct 1985
-6.55%
Apr 2000 - Mar 2009
4.22%
22 out of 521
Euro Inflation Adjusted +5.54% +18.63%
Nov 1976 - Oct 1985
-8.50%
Apr 2000 - Mar 2009
11.13%
58 out of 521
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 +8.04% +21.09%
Aug 1977 - Jul 1987
-3.89%
Apr 1999 - Mar 2009
4.91%
25 out of 509
Euro Inflation Adjusted +5.77% +17.41%
Aug 1977 - Jul 1987
-5.88%
Apr 1999 - Mar 2009
12.57%
64 out of 509
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 +8.14% +21.62%
Oct 1976 - Sep 1987
-3.57%
Apr 1998 - Mar 2009
3.82%
19 out of 497
Euro Inflation Adjusted +5.88% +17.90%
Oct 1976 - Sep 1987
-5.46%
Apr 1998 - Mar 2009
12.07%
60 out of 497
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 +8.66% +20.04%
Nov 1976 - Oct 1988
-0.37%
Jan 2000 - Dec 2011
0.41%
2 out of 485
Euro Inflation Adjusted +6.20% +16.54%
Nov 1976 - Oct 1988
-2.47%
Jan 2000 - Dec 2011
11.13%
54 out of 485
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 +8.33% +18.48%
Nov 1976 - Oct 1989
+0.92%
Jan 2000 - Dec 2012
0.00%
0 out of 473
Euro Inflation Adjusted +5.77% +15.02%
Nov 1976 - Oct 1989
-1.21%
Jan 2000 - Dec 2012
5.92%
28 out of 473
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 +7.86% +16.60%
Jan 1975 - Dec 1988
+1.42%
Nov 2006 - Oct 2020
0.00%
0 out of 461
Euro Inflation Adjusted +5.46% +12.97%
Jan 1975 - Dec 1988
-0.40%
Apr 1998 - Mar 2012
1.08%
5 out of 461
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 +7.55% +16.70%
Nov 1976 - Oct 1991
+2.41%
Oct 2000 - Sep 2015
0.00%
0 out of 449
Euro Inflation Adjusted +5.05% +13.12%
Nov 1976 - Oct 1991
+0.49%
Apr 1998 - Mar 2013
0.00%
0 out of 449
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 +7.17% +14.42%
Nov 1976 - Oct 1992
+1.89%
Nov 2000 - Oct 2016
0.00%
0 out of 437
Euro Inflation Adjusted +4.72% +11.79%
Jul 1982 - Jun 1998
+0.15%
Nov 2000 - Oct 2016
0.00%
0 out of 437
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 +7.24% +15.53%
Nov 1976 - Oct 1993
+2.26%
Sep 2000 - Aug 2017
0.00%
0 out of 425
Euro Inflation Adjusted +4.67% +12.11%
Jan 1983 - Dec 1999
+0.54%
Sep 2000 - Aug 2017
0.00%
0 out of 425
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 +7.25% +14.66%
Apr 1980 - Mar 1998
+2.35%
Nov 2000 - Oct 2018
0.00%
0 out of 413
Euro Inflation Adjusted +4.97% +11.61%
May 1982 - Apr 2000
+0.60%
Nov 2000 - Oct 2018
0.00%
0 out of 413
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 +7.42% +14.68%
Mar 1979 - Feb 1998
+2.14%
Jun 2001 - May 2020
0.00%
0 out of 401
Euro Inflation Adjusted +5.03% +11.71%
Nov 1981 - Oct 2000
+0.40%
Jan 2000 - Dec 2018
0.00%
0 out of 401
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 +7.33% +15.22%
Apr 1978 - Mar 1998
+1.19%
Nov 2000 - Oct 2020
0.00%
0 out of 389
Euro Inflation Adjusted +5.06% +12.18%
Jan 1980 - Dec 1999
-0.40%
Nov 2000 - Oct 2020
1.03%
4 out of 389
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 Core FTSE 100 UCITS ETF (SXRW.DE) ETF: Historical Returns page.