iShares Exponential Technologies ETF (XT): Rolling Returns

Data Source: from January 2016 to June 2024 (~9 years)
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.

ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2019 - 30 June 2024 (5 Years)
Data Source: 1 January 2016 - 30 June 2024 (~9 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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