iShares Core S&P Mid-Cap (IJH): Rolling Returns

Simulation Settings
Category:
Period: January 1927 - May 2025 (~98 years)
Currency: USD
Inflation: US
(Change Settings)
The minimum date range must be at least 24 months. 'Date To' cannot be beyond May 2025.
Reset settings
Close

When holding the iShares Core S&P Mid-Cap (IJH) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~98 years), the longest duration with a negative return was 185 months (from September 1929 to January 1945).

This indicates that, within the same timeframe, any rolling period of 186 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

ISHARES CORE S&P MID-CAP (IJH) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1927 - 31 May 2025 (~98 years)

Loading data
Please wait

Loading data
Please wait

As of May 31, 2025, the annualized return of the previous 10 years has been 8.66%.

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 S&P MID-CAP (IJH) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1927 - 31 May 2025 (~98 years)
US Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES CORE S&P MID-CAP (IJH) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1927 - 31 May 2025 (~98 years)
US Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-70.22%
Jul 1931 - Jun 1932
+13.68% +176.23%
Jul 1932 - Jun 1933
25.47%
298 out of 1170
-66.94%
Jul 1931 - Jun 1932
+10.54% +195.81%
Jul 1932 - Jun 1933
30.60%
358 out of 1170
-59.86%
Jun 1930 - May 1932
+13.20% +67.78%
Jul 1932 - Jun 1934
15.98%
185 out of 1158
-55.42%
Jun 1930 - May 1932
+9.43% +69.02%
Jul 1932 - Jun 1934
22.02%
255 out of 1158
-48.32%
Jul 1929 - Jun 1932
+12.86% +50.32%
Mar 1933 - Feb 1936
14.31%
164 out of 1146
-44.22%
Jul 1929 - Jun 1932
+9.16% +47.03%
Jul 1932 - Jun 1935
18.32%
210 out of 1146
-33.98%
Jun 1928 - May 1932
+12.80% +48.25%
Jul 1932 - Jun 1936
10.58%
120 out of 1134
-30.11%
Jun 1928 - May 1932
+9.08% +47.71%
Jul 1932 - Jun 1936
18.08%
205 out of 1134
-23.95%
Jun 1927 - May 1932
+12.30% +40.29%
Jun 1932 - May 1937
8.47%
95 out of 1122
-20.23%
Jun 1927 - May 1932
+8.84% +38.90%
Jun 1932 - May 1937
13.73%
154 out of 1122
-14.91%
Mar 1927 - Feb 1933
+12.19% +26.16%
Oct 1974 - Sep 1980
7.12%
79 out of 1110
-13.75%
Oct 1968 - Sep 1974
+8.86% +25.40%
Jul 1932 - Jun 1938
11.71%
130 out of 1110
-8.97%
Apr 1928 - Mar 1935
+12.27% +23.87%
Apr 1980 - Mar 1987
5.56%
61 out of 1098
-10.62%
Oct 1967 - Sep 1974
+8.70% +22.36%
Jun 1932 - May 1939
11.66%
128 out of 1098
-9.45%
Apr 1930 - Mar 1938
+11.96% +22.37%
Jan 1975 - Dec 1982
4.42%
48 out of 1086
-7.37%
Apr 1930 - Mar 1938
+8.70% +18.74%
Jun 1949 - May 1957
9.02%
98 out of 1086
-8.84%
Apr 1929 - Mar 1938
+12.16% +24.50%
Oct 1974 - Sep 1983
2.79%
30 out of 1074
-6.92%
Apr 1929 - Mar 1938
+8.76% +16.66%
Mar 2009 - Feb 2018
8.01%
86 out of 1074
-7.15%
Sep 1929 - Aug 1939
+12.16% +21.32%
Oct 1974 - Sep 1984
3.48%
37 out of 1062
-5.03%
Sep 1929 - Aug 1939
+9.09% +18.22%
Jun 1949 - May 1959
9.13%
97 out of 1062
-6.59%
Sep 1929 - Aug 1940
+12.58% +21.26%
Jan 1975 - Dec 1985
4.29%
45 out of 1050
-4.77%
Sep 1929 - Aug 1940
+9.04% +16.65%
Dec 1948 - Nov 1959
8.29%
87 out of 1050
-5.52%
Sep 1929 - Aug 1941
+12.50% +21.76%
Oct 1974 - Sep 1986
3.56%
37 out of 1038
-4.65%
May 1930 - Apr 1942
+9.12% +17.06%
Jun 1949 - May 1961
5.20%
54 out of 1038
-5.61%
Sep 1929 - Aug 1942
+12.42% +22.62%
Oct 1974 - Sep 1987
3.61%
37 out of 1026
-5.26%
Sep 1929 - Aug 1942
+8.80% +16.61%
Dec 1948 - Nov 1961
4.87%
50 out of 1026
-3.01%
May 1928 - Apr 1942
+12.21% +20.91%
May 1942 - Apr 1956
2.86%
29 out of 1014
-2.59%
May 1928 - Apr 1942
+8.47% +17.71%
Jun 1932 - May 1946
3.16%
32 out of 1014
-0.91%
Sep 1929 - Aug 1944
+12.10% +20.66%
Oct 1974 - Sep 1989
1.90%
19 out of 1002
-1.06%
Sep 1929 - Aug 1944
+8.20% +15.10%
May 1942 - Apr 1957
1.70%
17 out of 1002
+0.99%
Dec 1928 - Nov 1944
+11.74% +18.28%
Apr 1982 - Mar 1998
0.00%
0 out of 990
+0.81%
Dec 1928 - Nov 1944
+8.13% +15.00%
Jun 1949 - May 1965
0.00%
0 out of 990
+1.70%
Oct 1929 - Sep 1946
+11.88% +19.41%
May 1942 - Apr 1959
0.00%
0 out of 978
+0.72%
Oct 1929 - Sep 1946
+8.09% +15.35%
May 1942 - Apr 1959
0.00%
0 out of 978
+1.52%
Sep 1929 - Aug 1947
+12.07% +18.59%
Oct 1974 - Sep 1992
0.00%
0 out of 966
+0.05%
Sep 1929 - Aug 1947
+8.34% +14.34%
May 1949 - Apr 1967
0.00%
0 out of 966
+1.73%
Sep 1929 - Aug 1948
+11.92% +18.98%
Oct 1974 - Sep 1993
0.00%
0 out of 954
-0.10%
Sep 1929 - Aug 1948
+8.40% +14.92%
May 1942 - Apr 1961
0.10%
1 out of 954
+1.85%
Sep 1929 - Aug 1949
+12.09% +18.11%
Oct 1974 - Sep 1994
0.00%
0 out of 942
+0.26%
Sep 1929 - Aug 1949
+8.42% +14.32%
Apr 1942 - Mar 1962
0.00%
0 out of 942
+5.33%
Sep 1929 - Aug 1954
+11.87% +17.93%
Jan 1975 - Dec 1999
0.00%
0 out of 882
+3.50%
Sep 1929 - Aug 1954
+8.51% +13.71%
May 1942 - Apr 1967
0.00%
0 out of 882
+7.45%
Sep 1929 - Aug 1959
+12.21% +16.47%
Jan 1975 - Dec 2004
0.00%
0 out of 822
+5.59%
Nov 1960 - Oct 1990
+8.28% +12.84%
Jun 1932 - May 1962
0.00%
0 out of 822
Build wealth
with Lazy Portfolios and Passive Investing