iShares Core S&P U.S. Growth ETF (IUSG): 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 U.S. Growth ETF (IUSG) 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 187 months (from September 1929 to March 1945).

This means that every rolling period of 188 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Core S&P U.S. Growth ETF (IUSG) 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 U.S. GROWTH ETF (IUSG) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 13.67% (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 U.S. GROWTH ETF (IUSG) 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.26% +157.75%
Jul 1932 - Jun 1933
-67.31%
Jul 1931 - Jun 1932
25.84%
299 out of 1157
US Inflation Adjusted +9.24% +176.01%
Jul 1932 - Jun 1933
-63.70%
Jul 1931 - Jun 1932
31.11%
360 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.14% +59.82%
Jul 1932 - Jun 1934
-53.83%
Jun 1930 - May 1932
19.30%
221 out of 1145
US Inflation Adjusted +8.01% +61.01%
Jul 1932 - Jun 1934
-48.72%
Jun 1930 - May 1932
27.69%
317 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.32% +46.51%
Mar 1933 - Feb 1936
-43.64%
Jul 1929 - Jun 1932
17.56%
199 out of 1133
US Inflation Adjusted +7.52% +42.51%
Mar 1933 - Feb 1936
-39.17%
Jul 1929 - Jun 1932
25.33%
287 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.37% +43.01%
Jul 1932 - Jun 1936
-29.42%
Jun 1928 - May 1932
16.15%
181 out of 1121
US Inflation Adjusted +7.55% +42.49%
Jul 1932 - Jun 1936
-25.28%
Jun 1928 - May 1932
24.89%
279 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.28% +35.92%
Jun 1932 - May 1937
-18.85%
Jul 1927 - Jun 1932
14.70%
163 out of 1109
US Inflation Adjusted +7.44% +34.58%
Jun 1932 - May 1937
-14.72%
Jun 1927 - May 1932
22.27%
247 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.14% +28.84%
Apr 1994 - Mar 2000
-12.29%
Apr 1929 - Mar 1935
13.49%
148 out of 1097
US Inflation Adjusted +7.20% +25.65%
Apr 1994 - Mar 2000
-12.55%
Oct 1968 - Sep 1974
20.42%
224 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.93% +24.26%
Sep 1993 - Aug 2000
-6.71%
Apr 1928 - Mar 1935
10.32%
112 out of 1085
US Inflation Adjusted +6.51% +21.24%
May 1949 - Apr 1956
-10.49%
Oct 1967 - Sep 1974
18.89%
205 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.17% +22.46%
Feb 1991 - Jan 1999
-7.38%
Apr 1930 - Mar 1938
6.71%
72 out of 1073
US Inflation Adjusted +6.82% +19.42%
Feb 1991 - Jan 1999
-9.56%
Nov 2000 - Oct 2008
18.17%
195 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.27% +23.32%
Jan 1991 - Dec 1999
-8.86%
Mar 2000 - Feb 2009
5.37%
57 out of 1061
US Inflation Adjusted +7.21% +20.21%
Jan 1991 - Dec 1999
-11.10%
Mar 2000 - Feb 2009
16.21%
172 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.84% +22.24%
Sep 1990 - Aug 2000
-5.81%
Mar 1999 - Feb 2009
5.82%
61 out of 1049
US Inflation Adjusted +6.80% +18.96%
Sep 1990 - Aug 2000
-8.18%
Mar 1999 - Feb 2009
17.06%
179 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.75% +21.97%
Jan 1989 - Dec 1999
-4.43%
Sep 1929 - Aug 1940
6.27%
65 out of 1037
US Inflation Adjusted +6.64% +18.31%
Jan 1989 - Dec 1999
-5.57%
Mar 1998 - Feb 2009
18.32%
190 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.91% +21.42%
Sep 1988 - Aug 2000
-3.75%
Sep 1929 - Aug 1941
4.78%
49 out of 1025
US Inflation Adjusted +6.73% +17.71%
Sep 1988 - Aug 2000
-4.37%
May 1968 - Apr 1980
20.68%
212 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.75% +19.97%
Jan 1987 - Dec 1999
-4.44%
Sep 1929 - Aug 1942
2.86%
29 out of 1013
US Inflation Adjusted +6.47% +16.15%
Dec 2008 - Nov 2021
-4.10%
Jun 1969 - May 1982
16.49%
167 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.85% +19.91%
Jan 1985 - Dec 1998
-1.89%
Dec 1928 - Nov 1942
2.00%
20 out of 1001
US Inflation Adjusted +6.56% +16.17%
Jan 1985 - Dec 1998
-3.85%
Jul 1968 - Jun 1982
14.49%
145 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.72% +20.59%
Jan 1985 - Dec 1999
-1.03%
Sep 1929 - Aug 1944
1.01%
10 out of 989
US Inflation Adjusted +6.47% +16.87%
Jan 1985 - Dec 1999
-3.49%
Aug 1967 - Jul 1982
10.41%
103 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.79% +20.25%
Apr 1984 - Mar 2000
+0.38%
Sep 1929 - Aug 1945
0.00%
0 out of 977
US Inflation Adjusted +6.46% +16.50%
Apr 1984 - Mar 2000
-2.35%
Mar 1966 - Feb 1982
8.90%
87 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.01% +20.19%
Jul 1982 - Jun 1999
+0.69%
Oct 1929 - Sep 1946
0.00%
0 out of 965
US Inflation Adjusted +6.55% +16.45%
Jul 1982 - Jun 1999
-2.13%
Aug 1965 - Jul 1982
6.01%
58 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.02% +20.37%
Apr 1982 - Mar 2000
+0.65%
Sep 1929 - Aug 1947
0.00%
0 out of 953
US Inflation Adjusted +6.31% +16.50%
Jul 1982 - Jun 2000
-1.67%
Aug 1964 - Jul 1982
4.51%
43 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.13% +18.96%
Apr 1980 - Mar 1999
+1.05%
Sep 1929 - Aug 1948
0.00%
0 out of 941
US Inflation Adjusted +6.40% +14.81%
Sep 1981 - Aug 2000
-0.77%
Sep 1929 - Aug 1948
2.55%
24 out of 941
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution