Consolidated Returns as of 31 March 2024
Holding the iShares Core International Aggregate Bond (IAGG) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~8 years), the longest period with a negative return lasted 56 months (from August 2019 to March 2024). This negative series is not closed yet.
To obtain comprehensive information, please consult the iShares Core International Aggregate Bond (IAGG) ETF: Historical Returns page.
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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.95% |
+11.72%
Sep 2018 - Aug 2019 |
-11.16%
Oct 2021 - Sep 2022 |
32.95%
29 out of 88 |
US Inflation Adjusted | -0.33% |
+9.81%
Sep 2018 - Aug 2019 |
-17.89%
Oct 2021 - Sep 2022 |
57.95%
51 out of 88 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.06% |
+6.94%
Mar 2018 - Feb 2020 |
-6.47%
Jan 2021 - Dec 2022 |
34.21%
26 out of 76 |
US Inflation Adjusted | -0.76% |
+5.27%
Jun 2018 - May 2020 |
-12.42%
Jan 2021 - Dec 2022 |
53.95%
41 out of 76 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.50% |
+5.57%
Feb 2017 - Jan 2020 |
-3.52%
Oct 2019 - Sep 2022 |
35.94%
23 out of 64 |
US Inflation Adjusted | +1.06% |
+3.45%
Feb 2017 - Jan 2020 |
-8.59%
Nov 2020 - Oct 2023 |
43.75%
28 out of 64 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.74% |
+4.66%
Mar 2016 - Feb 2020 |
-1.88%
Oct 2019 - Sep 2023 |
28.85%
15 out of 52 |
US Inflation Adjusted | -0.58% |
+2.72%
Feb 2017 - Jan 2021 |
-6.22%
Oct 2019 - Sep 2023 |
51.92%
27 out of 52 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.22% |
+4.62%
Jan 2016 - Dec 2020 |
+0.42%
Nov 2017 - Oct 2022 |
0.00%
0 out of 40 |
US Inflation Adjusted | -2.57% |
+2.61%
Jan 2016 - Dec 2020 |
-3.30%
Nov 2017 - Oct 2022 |
65.00%
26 out of 40 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.21% |
+3.51%
Jan 2016 - Dec 2021 |
+0.26%
Oct 2016 - Sep 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | -2.41% |
+0.68%
Jan 2016 - Dec 2021 |
-3.12%
Oct 2016 - Sep 2022 |
92.86%
26 out of 28 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.27% |
+1.93%
Feb 2017 - Jan 2024 |
+0.68%
Oct 2016 - Sep 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | -2.10% |
-1.50%
Feb 2017 - Jan 2024 |
-2.75%
Oct 2016 - Sep 2023 |
100.00%
16 out of 16 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.82% |
+2.19%
Jan 2016 - Dec 2023 |
+1.81%
Apr 2016 - Mar 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | -1.56% |
-1.09%
Jan 2016 - Dec 2023 |
-1.58%
Apr 2016 - Mar 2024 |
100.00%
4 out of 4 |
To obtain comprehensive information, please consult the iShares Core International Aggregate Bond (IAGG) ETF: Historical Returns page.