When holding the iShares Core S&P U.S. Growth ETF (IUSG) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~99 years), the longest duration with a negative return was 187 months (from September 1929 to March 1945).
This indicates that, within the same timeframe, any rolling period of 188 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.
iShares Core S&P U.S. Growth ETF (IUSG) ETF: Historical Returns
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.
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As of Jun 30, 2025, the annualized return of the previous 10 years has been 15.32%.
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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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-67.31%
Jul 1931 - Jun 1932 |
+13.51% |
+157.75%
Jul 1932 - Jun 1933 |
25.53%
299 out of 1171 |
-63.70%
Jul 1931 - Jun 1932 |
+9.39% |
+176.01%
Jul 1932 - Jun 1933 |
30.74%
360 out of 1171 |
-53.83%
Jun 1930 - May 1932 |
+11.32% |
+59.82%
Jul 1932 - Jun 1934 |
19.07%
221 out of 1159 |
-48.72%
Jun 1930 - May 1932 |
+8.25% |
+61.01%
Jul 1932 - Jun 1934 |
27.35%
317 out of 1159 |
-43.64%
Jul 1929 - Jun 1932 |
+11.30% |
+46.51%
Mar 1933 - Feb 1936 |
17.35%
199 out of 1147 |
-39.17%
Jul 1929 - Jun 1932 |
+7.44% |
+42.51%
Mar 1933 - Feb 1936 |
25.02%
287 out of 1147 |
-29.42%
Jun 1928 - May 1932 |
+11.41% |
+43.01%
Jul 1932 - Jun 1936 |
15.95%
181 out of 1135 |
-25.28%
Jun 1928 - May 1932 |
+7.55% |
+42.49%
Jul 1932 - Jun 1936 |
24.58%
279 out of 1135 |
-18.85%
Jul 1927 - Jun 1932 |
+11.35% |
+35.92%
Jun 1932 - May 1937 |
14.51%
163 out of 1123 |
-14.72%
Jun 1927 - May 1932 |
+7.58% |
+34.58%
Jun 1932 - May 1937 |
21.99%
247 out of 1123 |
-12.29%
Apr 1929 - Mar 1935 |
+11.33% |
+28.84%
Apr 1994 - Mar 2000 |
13.32%
148 out of 1111 |
-12.55%
Oct 1968 - Sep 1974 |
+7.29% |
+25.65%
Apr 1994 - Mar 2000 |
20.16%
224 out of 1111 |
-6.71%
Apr 1928 - Mar 1935 |
+11.09% |
+24.26%
Sep 1993 - Aug 2000 |
10.19%
112 out of 1099 |
-10.49%
Oct 1967 - Sep 1974 |
+6.64% |
+21.24%
May 1949 - Apr 1956 |
18.65%
205 out of 1099 |
-7.38%
Apr 1930 - Mar 1938 |
+10.32% |
+22.46%
Feb 1991 - Jan 1999 |
6.62%
72 out of 1087 |
-9.56%
Nov 2000 - Oct 2008 |
+6.95% |
+19.42%
Feb 1991 - Jan 1999 |
17.94%
195 out of 1087 |
-8.86%
Mar 2000 - Feb 2009 |
+10.40% |
+23.32%
Jan 1991 - Dec 1999 |
5.30%
57 out of 1075 |
-11.10%
Mar 2000 - Feb 2009 |
+7.27% |
+20.21%
Jan 1991 - Dec 1999 |
16.00%
172 out of 1075 |
-5.81%
Mar 1999 - Feb 2009 |
+10.19% |
+22.24%
Sep 1990 - Aug 2000 |
5.74%
61 out of 1063 |
-8.18%
Mar 1999 - Feb 2009 |
+6.86% |
+18.96%
Sep 1990 - Aug 2000 |
16.84%
179 out of 1063 |
-4.43%
Sep 1929 - Aug 1940 |
+9.86% |
+21.97%
Jan 1989 - Dec 1999 |
6.18%
65 out of 1051 |
-5.57%
Mar 1998 - Feb 2009 |
+6.71% |
+18.31%
Jan 1989 - Dec 1999 |
18.08%
190 out of 1051 |
-3.75%
Sep 1929 - Aug 1941 |
+9.99% |
+21.42%
Sep 1988 - Aug 2000 |
4.72%
49 out of 1039 |
-4.37%
May 1968 - Apr 1980 |
+6.82% |
+17.71%
Sep 1988 - Aug 2000 |
20.40%
212 out of 1039 |
-4.44%
Sep 1929 - Aug 1942 |
+9.83% |
+19.97%
Jan 1987 - Dec 1999 |
2.82%
29 out of 1027 |
-4.10%
Jun 1969 - May 1982 |
+6.55% |
+16.15%
Dec 2008 - Nov 2021 |
16.26%
167 out of 1027 |
-1.89%
Dec 1928 - Nov 1942 |
+9.87% |
+19.91%
Jan 1985 - Dec 1998 |
1.97%
20 out of 1015 |
-3.85%
Jul 1968 - Jun 1982 |
+6.65% |
+16.17%
Jan 1985 - Dec 1998 |
14.29%
145 out of 1015 |
-1.03%
Sep 1929 - Aug 1944 |
+9.83% |
+20.59%
Jan 1985 - Dec 1999 |
1.00%
10 out of 1003 |
-3.49%
Aug 1967 - Jul 1982 |
+6.54% |
+16.87%
Jan 1985 - Dec 1999 |
10.27%
103 out of 1003 |
+0.38%
Sep 1929 - Aug 1945 |
+9.91% |
+20.25%
Apr 1984 - Mar 2000 |
0.00%
0 out of 991 |
-2.35%
Mar 1966 - Feb 1982 |
+6.53% |
+16.50%
Apr 1984 - Mar 2000 |
8.78%
87 out of 991 |
+0.69%
Oct 1929 - Sep 1946 |
+10.09% |
+20.19%
Jul 1982 - Jun 1999 |
0.00%
0 out of 979 |
-2.13%
Aug 1965 - Jul 1982 |
+6.66% |
+16.45%
Jul 1982 - Jun 1999 |
5.92%
58 out of 979 |
+0.65%
Sep 1929 - Aug 1947 |
+10.12% |
+20.37%
Apr 1982 - Mar 2000 |
0.00%
0 out of 967 |
-1.67%
Aug 1964 - Jul 1982 |
+6.42% |
+16.50%
Jul 1982 - Jun 2000 |
4.45%
43 out of 967 |
+1.05%
Sep 1929 - Aug 1948 |
+10.20% |
+18.96%
Apr 1980 - Mar 1999 |
0.00%
0 out of 955 |
-0.77%
Sep 1929 - Aug 1948 |
+6.49% |
+14.81%
Sep 1981 - Aug 2000 |
2.51%
24 out of 955 |
+1.28%
Sep 1929 - Aug 1949 |
+10.19% |
+19.49%
Apr 1980 - Mar 2000 |
0.00%
0 out of 943 |
-0.45%
Apr 1962 - Mar 1982 |
+6.50% |
+15.04%
Apr 1980 - Mar 2000 |
0.64%
6 out of 943 |
+4.65%
Sep 1929 - Aug 1954 |
+9.72% |
+17.60%
Jan 1975 - Dec 1999 |
0.00%
0 out of 883 |
+1.22%
Aug 1957 - Jul 1982 |
+6.56% |
+12.18%
Jan 1975 - Dec 1999 |
0.00%
0 out of 883 |
+6.85%
Sep 1929 - Aug 1959 |
+10.16% |
+14.42%
Jul 1970 - Jun 2000 |
0.00%
0 out of 823 |
+3.06%
Oct 1955 - Sep 1985 |
+6.63% |
+10.84%
Jun 1932 - May 1962 |
0.00%
0 out of 823 |
iShares Core S&P U.S. Growth ETF (IUSG) ETF: Historical Returns