iShares Cybersecurity and Tech ETF (IHAK): Rolling Returns

Data Source: from July 2019 to February 2024 (~5 years)
Consolidated Returns as of 29 February 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.

ISHARES CYBERSECURITY AND TECH ETF (IHAK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2021 - 29 February 2024 (3 Years)
Data Source: 1 July 2019 - 29 February 2024 (~5 years)
Inflation Adjusted:
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -25.81 01/2022
12/2022
0.74$ -21.33 0.78$ -3.93 0.96$ 13.52 1.13$ 40.79 03/2023
02/2024
1.40$ 40.79 56.00%
2Y -10.99 11/2021
10/2023
0.79$ -8.75 0.83$ -4.83 0.90$ 1.10 1.02$ 8.11 03/2022
02/2024
1.16$ 8.11 76.92%
3Y 7.71 03/2021
02/2024
1.24$ 7.71 1.24$ 7.71 1.24$ 7.71 1.24$ 7.71 03/2021
02/2024
1.24$ 7.71 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -30.28 01/2022
12/2022
0.69$ -27.29 0.72$ -11.25 0.88$ 9.48 1.09$ 37.07 03/2023
02/2024
1.37$ 37.07 64.00%
2Y -15.61 11/2021
10/2023
0.71$ -14.39 0.73$ -10.07 0.80$ -3.58 0.92$ 3.63 03/2022
02/2024
1.07$ 3.63 84.62%
3Y 2.07 03/2021
02/2024
1.06$ 2.07 1.06$ 2.07 1.06$ 2.07 1.06$ 2.07 03/2021
02/2024
1.06$ 2.07 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -25.81 01/2022
12/2022
0.74$ -16.98 0.83$ 13.52 1.13$ 38.86 1.38$ 54.30 04/2020
03/2021
1.54$ 40.79 33.33%
2Y -10.99 11/2021
10/2023
0.79$ -6.80 0.86$ 4.77 1.09$ 29.63 1.68$ 36.03 09/2019
08/2021
1.85$ 8.11 36.36%
3Y 4.34 01/2021
12/2023
1.13$ 5.00 1.15$ 7.20 1.23$ 11.91 1.40$ 14.47 09/2019
08/2022
1.49$ 7.71 0.00%
4Y 9.79 11/2019
10/2023
1.45$ 9.79 1.45$ 12.19 1.58$ 14.48 1.71$ 17.51 03/2020
02/2024
1.90$ 17.51 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -30.28 01/2022
12/2022
0.69$ -22.51 0.77$ 9.48 1.09$ 37.07 1.37$ 50.36 04/2020
03/2021
1.50$ 37.07 37.78%
2Y -15.61 11/2021
10/2023
0.71$ -12.03 0.77$ -1.94 0.96$ 24.74 1.55$ 31.79 09/2019
08/2021
1.73$ 3.63 54.55%
3Y -1.22 02/2021
01/2024
0.96$ -0.65 0.98$ 2.02 1.06$ 6.71 1.21$ 9.16 09/2019
08/2022
1.30$ 2.07 14.29%
4Y 4.99 11/2019
10/2023
1.21$ 4.99 1.21$ 7.22 1.32$ 9.52 1.43$ 12.40 03/2020
02/2024
1.59$ 12.40 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.52% +54.30%
Apr 2020 - Mar 2021
-25.81%
Jan 2022 - Dec 2022
33.33%
15 out of 45
US Inflation Adjusted +9.48% +50.36%
Apr 2020 - Mar 2021
-30.28%
Jan 2022 - Dec 2022
37.78%
17 out of 45
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 +4.77% +36.03%
Sep 2019 - Aug 2021
-10.99%
Nov 2021 - Oct 2023
36.36%
12 out of 33
US Inflation Adjusted -1.94% +31.79%
Sep 2019 - Aug 2021
-15.61%
Nov 2021 - Oct 2023
54.55%
18 out of 33
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 +7.20% +14.47%
Sep 2019 - Aug 2022
+4.34%
Jan 2021 - Dec 2023
0.00%
0 out of 21
US Inflation Adjusted +2.02% +9.16%
Sep 2019 - Aug 2022
-1.22%
Feb 2021 - Jan 2024
14.29%
3 out of 21
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 +12.19% +17.51%
Mar 2020 - Feb 2024
+9.79%
Nov 2019 - Oct 2023
0.00%
0 out of 9
US Inflation Adjusted +7.22% +12.40%
Mar 2020 - Feb 2024
+4.99%
Nov 2019 - Oct 2023
0.00%
0 out of 9
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Cybersecurity and Tech ETF (IHAK) ETF: Historical Returns page.