iShares Exponential Technologies ETF (XT): Rolling Returns

Data Source: from January 2016 to February 2024 (~8 years)
Consolidated Returns as of 29 February 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 March 2019 - 29 February 2024 (5 Years)
Data Source: 1 January 2016 - 29 February 2024 (~8 years)
Inflation Adjusted:
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.34 10/2021
09/2022
0.71$ -18.04 0.81$ 13.04 1.13$ 36.68 1.36$ 67.83 04/2020
03/2021
1.67$ 17.96 30.61%
2Y -12.62 11/2021
10/2023
0.76$ -6.79 0.86$ 2.12 1.04$ 28.71 1.65$ 33.31 09/2019
08/2021
1.77$ 2.12 43.24%
3Y -0.03 02/2021
01/2024
0.99$ 1.58 1.04$ 8.35 1.27$ 11.48 1.38$ 17.17 04/2019
03/2022
1.60$ 1.23 4.00%
4Y 6.14 11/2019
10/2023
1.26$ 7.88 1.35$ 9.58 1.44$ 11.10 1.52$ 11.81 08/2019
07/2023
1.56$ 11.10 0.00%
5Y 10.81 03/2019
02/2024
1.67$ 10.81 1.67$ 10.81 1.67$ 10.81 1.67$ 10.81 03/2019
02/2024
1.67$ 10.81 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -33.77 10/2021
09/2022
0.66$ -24.42 0.75$ 8.70 1.08$ 31.10 1.31$ 63.54 04/2020
03/2021
1.63$ 14.84 36.73%
2Y -17.15 11/2021
10/2023
0.68$ -12.31 0.76$ -2.35 0.95$ 24.34 1.54$ 29.28 06/2019
05/2021
1.67$ -2.12 56.76%
3Y -5.39 02/2021
01/2024
0.84$ -3.90 0.88$ 2.58 1.07$ 6.98 1.22$ 12.56 03/2019
02/2022
1.42$ -4.06 32.00%
4Y 1.49 11/2019
10/2023
1.06$ 3.35 1.14$ 4.84 1.20$ 6.27 1.27$ 7.04 08/2019
07/2023
1.31$ 6.27 0.00%
5Y 6.44 03/2019
02/2024
1.36$ 6.44 1.36$ 6.44 1.36$ 6.44 1.36$ 6.44 03/2019
02/2024
1.36$ 6.44 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.34 10/2021
09/2022
0.71$ -4.88 0.95$ 16.56 1.16$ 33.71 1.33$ 67.83 04/2020
03/2021
1.67$ 17.96 21.84%
2Y -12.62 11/2021
10/2023
0.76$ -4.25 0.91$ 13.34 1.28$ 26.89 1.61$ 33.31 09/2019
08/2021
1.77$ 2.12 21.33%
3Y -0.03 02/2021
01/2024
0.99$ 5.88 1.18$ 14.52 1.50$ 19.40 1.70$ 27.16 01/2019
12/2021
2.05$ 1.23 1.59%
4Y 4.74 10/2018
09/2022
1.20$ 8.74 1.39$ 13.32 1.64$ 19.58 2.04$ 22.42 01/2017
12/2020
2.24$ 11.10 0.00%
5Y 6.53 10/2017
09/2022
1.37$ 7.93 1.46$ 10.84 1.67$ 21.42 2.63$ 22.43 07/2016
06/2021
2.75$ 10.81 0.00%
6Y 6.86 11/2017
10/2023
1.48$ 8.86 1.66$ 11.20 1.89$ 15.02 2.31$ 19.15 01/2016
12/2021
2.86$ 9.46 0.00%
7Y 10.92 01/2016
12/2022
2.06$ 11.07 2.08$ 12.57 2.29$ 13.46 2.42$ 14.03 02/2016
01/2023
2.50$ 11.93 0.00%
8Y 12.81 01/2016
12/2023
2.62$ 12.81 2.62$ 13.30 2.71$ 13.97 2.84$ 13.97 03/2016
02/2024
2.84$ 13.97 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -33.77 10/2021
09/2022
0.66$ -7.83 0.92$ 13.20 1.13$ 29.76 1.29$ 63.54 04/2020
03/2021
1.63$ 14.84 27.59%
2Y -17.15 11/2021
10/2023
0.68$ -10.23 0.80$ 11.11 1.23$ 24.12 1.54$ 30.53 01/2019
12/2020
1.70$ -2.12 29.33%
3Y -5.39 02/2021
01/2024
0.84$ 0.90 1.02$ 12.11 1.40$ 16.84 1.59$ 22.78 01/2019
12/2021
1.85$ -4.06 12.70%
4Y 0.60 10/2018
09/2022
1.02$ 4.16 1.17$ 9.75 1.45$ 16.76 1.85$ 20.10 01/2017
12/2020
2.08$ 6.27 0.00%
5Y 2.67 10/2017
09/2022
1.14$ 3.83 1.20$ 6.74 1.38$ 18.69 2.35$ 19.82 03/2016
02/2021
2.46$ 6.44 0.00%
6Y 3.00 11/2017
10/2023
1.19$ 4.95 1.33$ 7.36 1.53$ 11.45 1.91$ 15.89 01/2016
12/2021
2.42$ 5.59 0.00%
7Y 7.32 11/2016
10/2023
1.63$ 7.35 1.64$ 8.76 1.80$ 9.67 1.90$ 10.27 02/2016
01/2023
1.98$ 8.18 0.00%
8Y 9.19 01/2016
12/2023
2.02$ 9.19 2.02$ 9.61 2.08$ 10.24 2.18$ 10.24 03/2016
02/2024
2.18$ 10.24 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +16.56% +67.83%
Apr 2020 - Mar 2021
-28.34%
Oct 2021 - Sep 2022
21.84%
19 out of 87
US Inflation Adjusted +13.20% +63.54%
Apr 2020 - Mar 2021
-33.77%
Oct 2021 - Sep 2022
27.59%
24 out of 87
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 +13.34% +33.31%
Sep 2019 - Aug 2021
-12.62%
Nov 2021 - Oct 2023
21.33%
16 out of 75
US Inflation Adjusted +11.11% +30.53%
Jan 2019 - Dec 2020
-17.15%
Nov 2021 - Oct 2023
29.33%
22 out of 75
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 +14.52% +27.16%
Jan 2019 - Dec 2021
-0.03%
Feb 2021 - Jan 2024
1.59%
1 out of 63
US Inflation Adjusted +12.11% +22.78%
Jan 2019 - Dec 2021
-5.39%
Feb 2021 - Jan 2024
12.70%
8 out of 63
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 51
US Inflation Adjusted +9.75% +20.10%
Jan 2017 - Dec 2020
+0.60%
Oct 2018 - Sep 2022
0.00%
0 out of 51
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 +10.84% +22.43%
Jul 2016 - Jun 2021
+6.53%
Oct 2017 - Sep 2022
0.00%
0 out of 39
US Inflation Adjusted +6.74% +19.82%
Mar 2016 - Feb 2021
+2.67%
Oct 2017 - Sep 2022
0.00%
0 out of 39
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 +11.20% +19.15%
Jan 2016 - Dec 2021
+6.86%
Nov 2017 - Oct 2023
0.00%
0 out of 27
US Inflation Adjusted +7.36% +15.89%
Jan 2016 - Dec 2021
+3.00%
Nov 2017 - Oct 2023
0.00%
0 out of 27
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 +12.57% +14.03%
Feb 2016 - Jan 2023
+10.92%
Jan 2016 - Dec 2022
0.00%
0 out of 15
US Inflation Adjusted +8.76% +10.27%
Feb 2016 - Jan 2023
+7.32%
Nov 2016 - Oct 2023
0.00%
0 out of 15
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 +13.30% +13.97%
Mar 2016 - Feb 2024
+12.81%
Jan 2016 - Dec 2023
0.00%
0 out of 3
US Inflation Adjusted +9.61% +10.24%
Mar 2016 - Feb 2024
+9.19%
Jan 2016 - Dec 2023
0.00%
0 out of 3
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.