Consolidated Returns as of 30 April 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.
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 |
31.91%
15 out of 47 |
US Inflation Adjusted | +16.26% |
+50.36%
Apr 2020 - Mar 2021 |
-30.28%
Jan 2022 - Dec 2022 |
36.17%
17 out of 47 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.95% |
+36.03%
Sep 2019 - Aug 2021 |
-10.99%
Nov 2021 - Oct 2023 |
34.29%
12 out of 35 |
US Inflation Adjusted | -0.62% |
+31.79%
Sep 2019 - Aug 2021 |
-15.61%
Nov 2021 - Oct 2023 |
51.43%
18 out of 35 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.20% |
+14.47%
Sep 2019 - Aug 2022 |
+3.13%
May 2021 - Apr 2024 |
0.00%
0 out of 23 |
US Inflation Adjusted | +1.63% |
+9.16%
Sep 2019 - Aug 2022 |
-2.15%
May 2021 - Apr 2024 |
17.39%
4 out of 23 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.60% |
+17.55%
Apr 2020 - Mar 2024 |
+9.79%
Nov 2019 - Oct 2023 |
0.00%
0 out of 11 |
US Inflation Adjusted | +7.37% |
+12.28%
Mar 2020 - Feb 2024 |
+4.99%
Nov 2019 - Oct 2023 |
0.00%
0 out of 11 |
To obtain comprehensive information, please consult the iShares Cybersecurity and Tech ETF (IHAK) ETF: Historical Returns page.