Consolidated Returns as of 30 June 2024
Holding the iShares Cybersecurity and Tech ETF (IHAK) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~5 years), the longest period with a negative return lasted 34 months (from January 2021 to October 2023).
This means that every rolling period of 35 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Cybersecurity and Tech ETF (IHAK) 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 | +19.84% |
+54.30%
Apr 2020 - Mar 2021 |
-25.81%
Jan 2022 - Dec 2022 |
30.61%
15 out of 49 |
US Inflation Adjusted | +16.26% |
+50.36%
Apr 2020 - Mar 2021 |
-30.28%
Jan 2022 - Dec 2022 |
34.69%
17 out of 49 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.48% |
+36.03%
Sep 2019 - Aug 2021 |
-10.99%
Nov 2021 - Oct 2023 |
32.43%
12 out of 37 |
US Inflation Adjusted | +0.72% |
+31.79%
Sep 2019 - Aug 2021 |
-15.61%
Nov 2021 - Oct 2023 |
48.65%
18 out of 37 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.15% |
+14.47%
Sep 2019 - Aug 2022 |
+2.41%
Jul 2021 - Jun 2024 |
0.00%
0 out of 25 |
US Inflation Adjusted | +1.31% |
+9.16%
Sep 2019 - Aug 2022 |
-2.44%
Jul 2021 - Jun 2024 |
24.00%
6 out of 25 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.19% |
+17.55%
Apr 2020 - Mar 2024 |
+9.29%
Jun 2020 - May 2024 |
0.00%
0 out of 13 |
US Inflation Adjusted | +7.22% |
+12.28%
Mar 2020 - Feb 2024 |
+3.90%
Jun 2020 - May 2024 |
0.00%
0 out of 13 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.79% |
+12.79%
Jul 2019 - Jun 2024 |
+12.79%
Jul 2019 - Jun 2024 |
0.00%
0 out of 1 |
US Inflation Adjusted | +8.28% |
+8.28%
Jul 2019 - Jun 2024 |
+8.28%
Jul 2019 - Jun 2024 |
0.00%
0 out of 1 |
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To obtain comprehensive information, please consult the iShares Cybersecurity and Tech ETF (IHAK) ETF: Historical Returns page.