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.
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Annualized Rolling Returns - 1 Year (12 months)
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 |
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Annualized Rolling Returns - 2 Years (24 months)
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 |
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Annualized Rolling Returns - 3 Years (36 months)
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 |
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Annualized Rolling Returns - 4 Years (48 months)
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 |
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Annualized Rolling Returns - 5 Years (60 months)
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 |
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Annualized Rolling Returns - 6 Years (72 months)
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 |
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Annualized Rolling Returns - 7 Years (84 months)
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 |
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Annualized Rolling Returns - 8 Years (96 months)
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 |
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Annualized Rolling Returns - 9 Years (108 months)
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 |
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Annualized Rolling Returns - 10 Years (120 months)
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 |
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Annualized Rolling Returns - 11 Years (132 months)
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 |
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Annualized Rolling Returns - 12 Years (144 months)
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 |
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Annualized Rolling Returns - 13 Years (156 months)
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 |
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Annualized Rolling Returns - 14 Years (168 months)
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 |
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Annualized Rolling Returns - 15 Years (180 months)
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 |
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Annualized Rolling Returns - 16 Years (192 months)
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 |
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Annualized Rolling Returns - 17 Years (204 months)
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 |
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Annualized Rolling Returns - 18 Years (216 months)
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 |
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Annualized Rolling Returns - 19 Years (228 months)
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 |
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To obtain comprehensive information, please consult the iShares Core S&P Total US Stock Mkt (ITOT) ETF: Historical Returns page.