Consolidated Returns as of 30 June 2024
Holding the iShares Exponential Technologies ETF (XT) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~9 years), the longest period with a negative return lasted 40 months (from January 2021 to April 2024).
This means that every rolling period of 41 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Exponential Technologies ETF (XT) 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 | +16.25% |
+67.83%
Apr 2020 - Mar 2021 |
-28.34%
Oct 2021 - Sep 2022 |
20.88%
19 out of 91 |
US Inflation Adjusted | +12.85% |
+63.54%
Apr 2020 - Mar 2021 |
-33.77%
Oct 2021 - Sep 2022 |
26.37%
24 out of 91 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.42% |
+33.31%
Sep 2019 - Aug 2021 |
-12.62%
Nov 2021 - Oct 2023 |
20.25%
16 out of 79 |
US Inflation Adjusted | +9.18% |
+30.53%
Jan 2019 - Dec 2020 |
-17.15%
Nov 2021 - Oct 2023 |
30.38%
24 out of 79 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.30% |
+27.16%
Jan 2019 - Dec 2021 |
-2.46%
May 2021 - Apr 2024 |
5.97%
4 out of 67 |
US Inflation Adjusted | +11.44% |
+22.78%
Jan 2019 - Dec 2021 |
-7.55%
May 2021 - Apr 2024 |
17.91%
12 out of 67 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.28% |
+22.42%
Jan 2017 - Dec 2020 |
+4.74%
Oct 2018 - Sep 2022 |
0.00%
0 out of 55 |
US Inflation Adjusted | +9.47% |
+20.10%
Jan 2017 - Dec 2020 |
+0.60%
Oct 2018 - Sep 2022 |
0.00%
0 out of 55 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.80% |
+22.43%
Jul 2016 - Jun 2021 |
+6.53%
Oct 2017 - Sep 2022 |
0.00%
0 out of 43 |
US Inflation Adjusted | +6.35% |
+19.82%
Mar 2016 - Feb 2021 |
+2.67%
Oct 2017 - Sep 2022 |
0.00%
0 out of 43 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.95% |
+19.15%
Jan 2016 - Dec 2021 |
+6.86%
Nov 2017 - Oct 2023 |
0.00%
0 out of 31 |
US Inflation Adjusted | +7.11% |
+15.89%
Jan 2016 - Dec 2021 |
+3.00%
Nov 2017 - Oct 2023 |
0.00%
0 out of 31 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.38% |
+14.03%
Feb 2016 - Jan 2023 |
+10.11%
May 2017 - Apr 2024 |
0.00%
0 out of 19 |
US Inflation Adjusted | +8.60% |
+10.27%
Feb 2016 - Jan 2023 |
+6.26%
Jun 2017 - May 2024 |
0.00%
0 out of 19 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.81% |
+13.97%
Mar 2016 - Feb 2024 |
+12.12%
May 2016 - Apr 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | +9.19% |
+10.18%
Mar 2016 - Feb 2024 |
+8.39%
May 2016 - Apr 2024 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the iShares Exponential Technologies ETF (XT) ETF: Historical Returns page.