iShares Exponential Technologies ETF (XT): Rolling Returns

Data Source: from January 2016 to March 2024 (~8 years)
Consolidated Returns as of 31 March 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 (~8 years), the longest period with a negative return lasted 36 months (from February 2021 to January 2024).

This means that every rolling period of 37 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.

ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2019 - 31 March 2024 (5 Years)
Data Source: 1 January 2016 - 31 March 2024 (~8 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +16.43% +67.83%
Apr 2020 - Mar 2021 		-28.34%
Oct 2021 - Sep 2022 		21.59%
19 out of 88
US Inflation Adjusted +13.02% +63.54%
Apr 2020 - Mar 2021 		-33.77%
Oct 2021 - Sep 2022 		27.27%
24 out of 88
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 +12.78% +33.31%
Sep 2019 - Aug 2021 		-12.62%
Nov 2021 - Oct 2023 		21.05%
16 out of 76
US Inflation Adjusted +10.50% +30.53%
Jan 2019 - Dec 2020 		-17.15%
Nov 2021 - Oct 2023 		30.26%
23 out of 76
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 +14.32% +27.16%
Jan 2019 - Dec 2021 		-0.03%
Feb 2021 - Jan 2024 		1.56%
1 out of 64
US Inflation Adjusted +11.72% +22.78%
Jan 2019 - Dec 2021 		-5.39%
Feb 2021 - Jan 2024 		14.06%
9 out of 64
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 +13.32% +22.42%
Jan 2017 - Dec 2020 		+4.74%
Oct 2018 - Sep 2022 		0.00%
0 out of 52
US Inflation Adjusted +9.66% +20.10%
Jan 2017 - Dec 2020 		+0.60%
Oct 2018 - Sep 2022 		0.00%
0 out of 52
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.81% +22.43%
Jul 2016 - Jun 2021 		+6.53%
Oct 2017 - Sep 2022 		0.00%
0 out of 40
US Inflation Adjusted +6.35% +19.82%
Mar 2016 - Feb 2021 		+2.67%
Oct 2017 - Sep 2022 		0.00%
0 out of 40
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.17% +19.15%
Jan 2016 - Dec 2021 		+6.86%
Nov 2017 - Oct 2023 		0.00%
0 out of 28
US Inflation Adjusted +7.18% +15.89%
Jan 2016 - Dec 2021 		+3.00%
Nov 2017 - Oct 2023 		0.00%
0 out of 28
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.41% +14.03%
Feb 2016 - Jan 2023 		+10.92%
Jan 2016 - Dec 2022 		0.00%
0 out of 16
US Inflation Adjusted +8.63% +10.27%
Feb 2016 - Jan 2023 		+7.32%
Nov 2016 - Oct 2023 		0.00%
0 out of 16
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.14% +13.97%
Mar 2016 - Feb 2024 		+12.81%
Jan 2016 - Dec 2023 		0.00%
0 out of 4
US Inflation Adjusted +9.37% +10.18%
Mar 2016 - Feb 2024 		+9.19%
Jan 2016 - Dec 2023 		0.00%
0 out of 4
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Exponential Technologies ETF (XT) ETF: Historical Returns page.