iShares Core S&P Total US Stock Mkt (ITOT): Rolling Returns

Data Source: from January 2005 to June 2024 (~20 years)
Consolidated Returns as of 30 June 2024

Holding the iShares Core S&P Total US Stock Mkt (ITOT) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~20 years), the longest period with a negative return lasted 68 months (from January 2005 to August 2010).

This means that every rolling period of 69 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Core S&P Total US Stock Mkt (ITOT) 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.

ISHARES CORE S&P TOTAL US STOCK MKT (ITOT) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2005 - 30 June 2024 (~20 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 +13.52% +62.68%
Apr 2020 - Mar 2021
-43.14%
Mar 2008 - Feb 2009
18.39%
41 out of 223
US Inflation Adjusted +11.41% +58.53%
Apr 2020 - Mar 2021
-43.14%
Mar 2008 - Feb 2009
21.97%
49 out of 223
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 +10.81% +38.10%
Mar 2009 - Feb 2011
-26.20%
Mar 2007 - Feb 2009
14.22%
30 out of 211
US Inflation Adjusted +8.57% +35.21%
Mar 2009 - Feb 2011
-27.69%
Mar 2007 - Feb 2009
21.33%
45 out of 211
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 +11.47% +25.89%
Mar 2009 - Feb 2012
-15.29%
Mar 2006 - Feb 2009
13.57%
27 out of 199
US Inflation Adjusted +9.57% +22.95%
Mar 2009 - Feb 2012
-17.10%
Mar 2006 - Feb 2009
16.08%
32 out of 199
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 +12.32% +22.67%
Mar 2009 - Feb 2013
-9.80%
Mar 2005 - Feb 2009
18.18%
34 out of 187
US Inflation Adjusted +10.35% +19.91%
Mar 2009 - Feb 2013
-12.03%
Mar 2005 - Feb 2009
20.86%
39 out of 187
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 +11.47% +23.38%
Mar 2009 - Feb 2014
-1.02%
Oct 2006 - Sep 2011
4.00%
7 out of 175
US Inflation Adjusted +9.23% +20.89%
Mar 2009 - Feb 2014
-3.19%
Oct 2006 - Sep 2011
15.43%
27 out of 175
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 +12.08% +22.01%
Mar 2009 - Feb 2015
+0.79%
Oct 2005 - Sep 2011
0.00%
0 out of 163
US Inflation Adjusted +9.81% +19.97%
Mar 2009 - Feb 2015
-1.39%
Oct 2005 - Sep 2011
1.84%
3 out of 163
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 +12.62% +17.30%
Mar 2009 - Feb 2016
+2.79%
Jan 2005 - Dec 2011
0.00%
0 out of 151
US Inflation Adjusted +9.58% +15.48%
Mar 2009 - Feb 2016
+0.32%
Jan 2005 - Dec 2011
0.00%
0 out of 151
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 +12.01% +18.39%
Mar 2009 - Feb 2017
+4.33%
Jan 2005 - Dec 2012
0.00%
0 out of 139
US Inflation Adjusted +9.43% +16.37%
Mar 2009 - Feb 2017
+1.92%
Jan 2005 - Dec 2012
0.00%
0 out of 139
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 +11.43% +18.15%
Mar 2009 - Feb 2018
+5.61%
Feb 2007 - Jan 2016
0.00%
0 out of 127
US Inflation Adjusted +8.68% +16.07%
Mar 2009 - Feb 2018
+3.81%
Feb 2007 - Jan 2016
0.00%
0 out of 127
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 +12.04% +16.77%
Mar 2009 - Feb 2019
+6.39%
Mar 2006 - Feb 2016
0.00%
0 out of 115
US Inflation Adjusted +9.17% +14.74%
Mar 2009 - Feb 2019
+4.54%
Feb 2006 - Jan 2016
0.00%
0 out of 115
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 +12.21% +16.53%
Sep 2010 - Aug 2021
+6.62%
Mar 2005 - Feb 2016
0.00%
0 out of 103
US Inflation Adjusted +9.57% +14.17%
Sep 2010 - Aug 2021
+4.60%
Mar 2005 - Feb 2016
0.00%
0 out of 103
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 +11.44% +17.34%
Mar 2009 - Feb 2021
+7.14%
Jan 2007 - Dec 2018
0.00%
0 out of 91
US Inflation Adjusted +8.77% +15.26%
Mar 2009 - Feb 2021
+5.21%
Jan 2007 - Dec 2018
0.00%
0 out of 91
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 +11.23% +16.92%
Mar 2009 - Feb 2022
+6.75%
Apr 2007 - Mar 2020
0.00%
0 out of 79
US Inflation Adjusted +9.13% +14.33%
Mar 2009 - Feb 2022
+4.89%
Apr 2007 - Mar 2020
0.00%
0 out of 79
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 +10.16% +14.91%
Mar 2009 - Feb 2023
+7.04%
Apr 2006 - Mar 2020
0.00%
0 out of 67
US Inflation Adjusted +8.03% +12.08%
Mar 2009 - Feb 2023
+5.09%
Apr 2006 - Mar 2020
0.00%
0 out of 67
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 +9.93% +15.77%
Mar 2009 - Feb 2024
+7.43%
Apr 2005 - Mar 2020
0.00%
0 out of 55
US Inflation Adjusted +7.65% +12.87%
Mar 2009 - Feb 2024
+5.37%
Apr 2005 - Mar 2020
0.00%
0 out of 55
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 +9.68% +11.36%
Jul 2008 - Jun 2024
+8.35%
Nov 2007 - Oct 2023
0.00%
0 out of 43
US Inflation Adjusted +7.55% +8.85%
Jul 2008 - Jun 2024
+5.77%
Nov 2007 - Oct 2023
0.00%
0 out of 43
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 +9.37% +10.55%
Jan 2005 - Dec 2021
+8.52%
Oct 2005 - Sep 2022
0.00%
0 out of 31
US Inflation Adjusted +6.72% +8.10%
Jan 2005 - Dec 2021
+6.00%
Oct 2005 - Sep 2022
0.00%
0 out of 31
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 +9.51% +10.30%
Jul 2006 - Jun 2024
+8.62%
Jan 2005 - Dec 2022
0.00%
0 out of 19
US Inflation Adjusted +6.83% +7.64%
Jul 2006 - Jun 2024
+5.98%
Jan 2005 - Dec 2022
0.00%
0 out of 19
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 +10.02% +10.22%
Jul 2005 - Jun 2024
+9.48%
Jan 2005 - Dec 2023
0.00%
0 out of 7
US Inflation Adjusted +7.28% +7.47%
Jul 2005 - Jun 2024
+6.77%
Jan 2005 - Dec 2023
0.00%
0 out of 7
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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To obtain comprehensive information, please consult the iShares Core S&P Total US Stock Mkt (ITOT) ETF: Historical Returns page.