iShares Core S&P Small-Cap (IJR): Rolling Returns

Data Source: from January 1927 to April 2024 (~97 years)
Consolidated Returns as of 30 April 2024

Holding the iShares Core S&P Small-Cap (IJR) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~97 years), the longest period with a negative return lasted 173 months (from December 1927 to April 1942).

This means that every rolling period of 174 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Core S&P Small-Cap (IJR) 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 S&P SMALL-CAP (IJR) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 8.43% (updated at Apr 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 S&P SMALL-CAP (IJR) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1927 - 30 April 2024 (~97 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +15.09% +205.32%
Jul 1932 - Jun 1933
-68.02%
Jul 1931 - Jun 1932
26.88%
311 out of 1157
US Inflation Adjusted +11.17% +226.95%
Jul 1932 - Jun 1933
-64.49%
Jul 1931 - Jun 1932
31.46%
364 out of 1157
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +13.63% +87.79%
Jul 1932 - Jun 1934
-57.27%
Jun 1930 - May 1932
18.52%
212 out of 1145
US Inflation Adjusted +10.14% +89.18%
Jul 1932 - Jun 1934
-52.54%
Jun 1930 - May 1932
25.76%
295 out of 1145
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +13.11% +59.23%
Jul 1932 - Jun 1935
-47.61%
Jul 1929 - Jun 1932
14.39%
163 out of 1133
US Inflation Adjusted +9.44% +58.84%
Jul 1932 - Jun 1935
-43.46%
Jul 1929 - Jun 1932
20.12%
228 out of 1133
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.95% +58.36%
Jul 1932 - Jun 1936
-34.10%
Jun 1928 - May 1932
13.20%
148 out of 1121
US Inflation Adjusted +9.63% +57.79%
Jul 1932 - Jun 1936
-30.24%
Jun 1928 - May 1932
19.00%
213 out of 1121
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.46% +48.14%
Jun 1932 - May 1937
-23.60%
Jun 1927 - May 1932
9.38%
104 out of 1109
US Inflation Adjusted +9.38% +46.67%
Jun 1932 - May 1937
-19.85%
Jun 1927 - May 1932
14.97%
166 out of 1109
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.40% +34.34%
Jan 1975 - Dec 1980
-13.40%
Mar 1927 - Feb 1933
7.02%
77 out of 1097
US Inflation Adjusted +9.24% +30.08%
Jul 1932 - Jun 1938
-16.99%
Jan 1969 - Dec 1974
10.67%
117 out of 1097
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.18% +29.58%
Jan 1975 - Dec 1981
-6.64%
Jan 1968 - Dec 1974
5.16%
56 out of 1085
US Inflation Adjusted +9.07% +26.81%
Jun 1932 - May 1939
-12.11%
Jan 1968 - Dec 1974
7.47%
81 out of 1085
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.29% +29.54%
Jan 1975 - Dec 1982
-5.45%
Apr 1930 - Mar 1938
1.86%
20 out of 1073
US Inflation Adjusted +8.78% +21.43%
Jul 1932 - Jun 1940
-6.45%
Jan 1968 - Dec 1975
5.68%
61 out of 1073
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.60% +30.48%
Oct 1974 - Sep 1983
-6.52%
Apr 1929 - Mar 1938
1.89%
20 out of 1061
US Inflation Adjusted +8.74% +20.91%
Oct 1974 - Sep 1983
-6.43%
Jan 1966 - Dec 1974
6.50%
69 out of 1061
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.52% +26.24%
Oct 1974 - Sep 1984
-4.27%
Sep 1929 - Aug 1939
1.91%
20 out of 1049
US Inflation Adjusted +9.04% +18.50%
Jun 1949 - May 1959
-3.44%
Jan 1965 - Dec 1974
5.34%
56 out of 1049
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.56% +26.58%
Jan 1975 - Dec 1985
-3.64%
Sep 1929 - Aug 1940
1.93%
20 out of 1037
US Inflation Adjusted +8.97% +18.57%
Jul 1932 - Jun 1943
-1.77%
Sep 1929 - Aug 1940
2.51%
26 out of 1037
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.61% +25.17%
Oct 1974 - Sep 1986
-2.72%
Sep 1929 - Aug 1941
2.24%
23 out of 1025
US Inflation Adjusted +8.92% +19.18%
Jul 1932 - Jun 1944
-1.50%
Sep 1929 - Aug 1941
1.37%
14 out of 1025
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.64% +25.44%
Oct 1974 - Sep 1987
-3.18%
Sep 1929 - Aug 1942
1.38%
14 out of 1013
US Inflation Adjusted +9.01% +20.58%
Jun 1932 - May 1945
-2.82%
Sep 1929 - Aug 1942
1.58%
16 out of 1013
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.61% +24.49%
Jun 1932 - May 1946
-1.01%
May 1928 - Apr 1942
1.00%
10 out of 1001
US Inflation Adjusted +8.78% +21.85%
Jun 1932 - May 1946
-0.73%
Dec 1928 - Nov 1942
0.80%
8 out of 1001
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.40% +22.73%
Oct 1974 - Sep 1989
+1.34%
Oct 1927 - Sep 1942
0.00%
0 out of 989
US Inflation Adjusted +8.50% +17.21%
Jul 1932 - Jun 1947
+0.13%
Jan 1960 - Dec 1974
0.00%
0 out of 989
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.30% +20.34%
Jun 1932 - May 1948
+3.55%
Dec 1928 - Nov 1944
0.00%
0 out of 977
US Inflation Adjusted +8.54% +16.20%
Jun 1932 - May 1948
+1.10%
Jan 1959 - Dec 1974
0.00%
0 out of 977
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.52% +20.60%
Jan 1975 - Dec 1991
+4.95%
Oct 1929 - Sep 1946
0.00%
0 out of 965
US Inflation Adjusted +8.30% +16.48%
May 1942 - Apr 1959
+3.26%
Jan 1959 - Dec 1975
0.00%
0 out of 965
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.59% +20.46%
Jan 1975 - Dec 1992
+4.55%
Sep 1929 - Aug 1947
0.00%
0 out of 953
US Inflation Adjusted +7.91% +15.91%
Jun 1932 - May 1950
+2.53%
Jan 1957 - Dec 1974
0.00%
0 out of 953
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.66% +20.37%
Jan 1975 - Dec 1993
+4.50%
Sep 1929 - Aug 1948
0.00%
0 out of 941
US Inflation Adjusted +8.32% +15.81%
May 1942 - Apr 1961
+2.62%
Sep 1929 - Aug 1948
0.00%
0 out of 941
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution