Consolidated Returns as of 30 June 2024
Holding the iShares Edge MSCI Min Vol USA (USMV) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~40 years), the longest period with a negative return lasted 131 months (from April 1998 to February 2009).
This means that every rolling period of 132 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol USA (USMV) 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
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The annualized return of the last 10 years has been 10.55% (updated at Jun 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.98% |
+46.09%
Aug 1996 - Jul 1997 |
-35.94%
Mar 2008 - Feb 2009 |
16.20%
75 out of 463 |
US Inflation Adjusted | +9.39% |
+42.99%
Aug 1996 - Jul 1997 |
-35.94%
Mar 2008 - Feb 2009 |
19.87%
92 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.90% |
+36.04%
Oct 1985 - Sep 1987 |
-20.82%
Mar 2007 - Feb 2009 |
11.75%
53 out of 451 |
US Inflation Adjusted | +8.96% |
+32.07%
Oct 1985 - Sep 1987 |
-22.41%
Mar 2007 - Feb 2009 |
17.07%
77 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.29% |
+27.65%
Apr 1995 - Mar 1998 |
-11.41%
Mar 2006 - Feb 2009 |
11.62%
51 out of 439 |
US Inflation Adjusted | +9.48% |
+24.75%
Apr 1995 - Mar 1998 |
-13.29%
Mar 2006 - Feb 2009 |
14.81%
65 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.26% |
+25.89%
Jan 1995 - Dec 1998 |
-6.62%
Mar 2005 - Feb 2009 |
9.60%
41 out of 427 |
US Inflation Adjusted | +9.29% |
+23.05%
Jan 1995 - Dec 1998 |
-8.93%
Mar 2005 - Feb 2009 |
15.69%
67 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.02% |
+22.38%
Jul 1994 - Jun 1999 |
-3.50%
Mar 2004 - Feb 2009 |
1.93%
8 out of 415 |
US Inflation Adjusted | +8.87% |
+19.59%
Jul 1994 - Jun 1999 |
-5.98%
Mar 2004 - Feb 2009 |
13.49%
56 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.39% |
+21.07%
Mar 2009 - Feb 2015 |
+1.42%
Sep 2000 - Aug 2006 |
0.00%
0 out of 403 |
US Inflation Adjusted | +8.43% |
+19.04%
Mar 2009 - Feb 2015 |
-1.34%
Sep 2000 - Aug 2006 |
3.72%
15 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.77% |
+18.79%
Oct 1990 - Sep 1997 |
-1.54%
Mar 2002 - Feb 2009 |
0.51%
2 out of 391 |
US Inflation Adjusted | +8.15% |
+16.28%
Mar 2009 - Feb 2016 |
-4.01%
Mar 2002 - Feb 2009 |
1.79%
7 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.48% |
+18.38%
Jan 1991 - Dec 1998 |
-1.97%
Mar 2001 - Feb 2009 |
1.58%
6 out of 379 |
US Inflation Adjusted | +7.22% |
+16.03%
Mar 2009 - Feb 2017 |
-4.26%
Mar 2001 - Feb 2009 |
3.96%
15 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.09% |
+17.68%
Apr 1989 - Mar 1998 |
-1.82%
Apr 2000 - Mar 2009 |
1.36%
5 out of 367 |
US Inflation Adjusted | +7.33% |
+15.21%
Mar 2009 - Feb 2018 |
-4.16%
Apr 2000 - Mar 2009 |
4.90%
18 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.19% |
+17.78%
Apr 1988 - Mar 1998 |
-0.89%
Mar 1999 - Feb 2009 |
0.85%
3 out of 355 |
US Inflation Adjusted | +7.54% |
+14.73%
Mar 2009 - Feb 2019 |
-3.39%
Mar 1999 - Feb 2009 |
6.76%
24 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.97% |
+17.69%
Dec 1987 - Nov 1998 |
+0.23%
Mar 1998 - Feb 2009 |
0.00%
0 out of 343 |
US Inflation Adjusted | +7.52% |
+13.98%
Dec 1987 - Nov 1998 |
-2.22%
Mar 1998 - Feb 2009 |
4.08%
14 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.02% |
+17.19%
Oct 1985 - Sep 1997 |
+2.31%
Jul 1998 - Jun 2010 |
0.00%
0 out of 331 |
US Inflation Adjusted | +7.59% |
+13.54%
Sep 1988 - Aug 2000 |
-0.12%
Jul 1998 - Jun 2010 |
0.30%
1 out of 331 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.95% |
+17.43%
May 1985 - Apr 1998 |
+3.71%
Mar 1996 - Feb 2009 |
0.00%
0 out of 319 |
US Inflation Adjusted | +7.54% |
+13.74%
May 1985 - Apr 1998 |
+1.22%
Mar 1996 - Feb 2009 |
0.00%
0 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.06% |
+17.52%
Jan 1985 - Dec 1998 |
+4.62%
Jan 1999 - Dec 2012 |
0.00%
0 out of 307 |
US Inflation Adjusted | +7.49% |
+13.85%
Jan 1985 - Dec 1998 |
+2.10%
Jan 1999 - Dec 2012 |
0.00%
0 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.79% |
+16.83%
Jan 1985 - Dec 1999 |
+5.48%
Feb 1999 - Jan 2014 |
0.00%
0 out of 295 |
US Inflation Adjusted | +7.33% |
+13.23%
Jan 1985 - Dec 1999 |
+2.96%
Mar 1994 - Feb 2009 |
0.00%
0 out of 295 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.48% |
+15.89%
Jan 1985 - Dec 2000 |
+5.79%
Mar 1993 - Feb 2009 |
0.00%
0 out of 283 |
US Inflation Adjusted | +6.60% |
+12.30%
Jan 1985 - Dec 2000 |
+3.20%
Mar 1993 - Feb 2009 |
0.00%
0 out of 283 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.10% |
+14.33%
Jan 1985 - Dec 2001 |
+6.03%
Mar 1992 - Feb 2009 |
0.00%
0 out of 271 |
US Inflation Adjusted | +6.49% |
+10.89%
Jan 1985 - Dec 2001 |
+3.39%
Mar 1992 - Feb 2009 |
0.00%
0 out of 271 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.06% |
+12.43%
Jan 1985 - Dec 2002 |
+6.49%
Mar 1991 - Feb 2009 |
0.00%
0 out of 259 |
US Inflation Adjusted | +6.46% |
+9.08%
Jan 1985 - Dec 2002 |
+3.82%
Mar 1991 - Feb 2009 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.93% |
+12.81%
Jan 1985 - Dec 2003 |
+6.93%
Jan 2000 - Dec 2018 |
0.00%
0 out of 247 |
US Inflation Adjusted | +6.41% |
+9.51%
Jan 1985 - Dec 2003 |
+4.12%
Mar 1990 - Feb 2009 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.06% |
+12.88%
Jan 1985 - Dec 2004 |
+6.58%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
US Inflation Adjusted | +6.49% |
+9.56%
Jan 1985 - Dec 2004 |
+4.40%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol USA (USMV) ETF: Historical Returns page.