iShares Genomics Immunology and Healthcare ETF (IDNA): Rolling Returns

Data Source: from July 2019 to January 2024 (~5 years)
Consolidated Returns as of 31 January 2024

Holding the iShares Genomics Immunology and Healthcare ETF (IDNA) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~5 years), the longest period with a negative return lasted 55 months (from July 2019 to January 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the iShares Genomics Immunology and Healthcare ETF (IDNA) 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 GENOMICS IMMUNOLOGY AND HEALTHCARE ETF (IDNA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2021 - 31 January 2024 (3 Years)
Data Source: 1 July 2019 - 31 January 2024 (~5 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 -47.40 10/2021
09/2022
0.52$ -43.86 0.56$ -27.39 0.72$ -20.82 0.79$ -7.61 01/2023
12/2023
0.92$ -16.38 100.00%
2Y -39.20 11/2021
10/2023
0.36$ -36.22 0.40$ -29.67 0.49$ -26.97 0.53$ -21.04 02/2022
01/2024
0.62$ -21.04 100.00%
3Y -23.22 02/2021
01/2024
0.45$ -23.22 0.45$ -23.22 0.45$ -23.22 0.45$ -23.22 02/2021
01/2024
0.45$ -23.22 100.00%
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 -51.39 10/2021
09/2022
0.48$ -48.49 0.51$ -32.50 0.67$ -24.55 0.75$ -10.58 01/2023
12/2023
0.89$ -18.90 100.00%
2Y -42.36 11/2021
10/2023
0.33$ -39.79 0.36$ -34.02 0.43$ -31.21 0.47$ -24.60 02/2022
01/2024
0.56$ -24.60 100.00%
3Y -27.33 02/2021
01/2024
0.38$ -27.33 0.38$ -27.33 0.38$ -27.33 0.38$ -27.33 02/2021
01/2024
0.38$ -27.33 100.00%
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 -47.40 10/2021
09/2022
0.52$ -38.36 0.61$ -18.96 0.81$ 57.72 1.57$ 80.66 02/2020
01/2021
1.80$ -16.38 59.09%
2Y -39.20 11/2021
10/2023
0.36$ -32.55 0.45$ -17.19 0.68$ 32.64 1.75$ 50.15 09/2019
08/2021
2.25$ -21.04 68.75%
3Y -23.22 02/2021
01/2024
0.45$ -21.43 0.48$ -9.05 0.75$ 5.11 1.16$ 7.87 09/2019
08/2022
1.25$ -23.22 70.00%
4Y -6.47 11/2019
10/2023
0.76$ -6.47 0.76$ -4.16 0.84$ -1.28 0.94$ -1.16 09/2019
08/2023
0.95$ -4.90 100.00%
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 -51.39 10/2021
09/2022
0.48$ -43.21 0.56$ -21.36 0.78$ 55.85 1.55$ 78.18 02/2020
01/2021
1.78$ -18.90 61.36%
2Y -42.36 11/2021
10/2023
0.33$ -36.35 0.40$ -22.44 0.60$ 27.57 1.62$ 45.47 09/2019
08/2021
2.11$ -24.60 68.75%
3Y -27.33 02/2021
01/2024
0.38$ -25.68 0.41$ -14.01 0.63$ 0.16 1.00$ 2.87 09/2019
08/2022
1.08$ -27.33 80.00%
4Y -10.57 11/2019
10/2023
0.63$ -10.57 0.63$ -8.31 0.70$ -5.50 0.79$ -5.48 09/2019
08/2023
0.79$ -9.07 100.00%
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 -18.96% +80.66%
Feb 2020 - Jan 2021
-47.40%
Oct 2021 - Sep 2022
59.09%
26 out of 44
US Inflation Adjusted -21.36% +78.18%
Feb 2020 - Jan 2021
-51.39%
Oct 2021 - Sep 2022
61.36%
27 out of 44
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 -17.19% +50.15%
Sep 2019 - Aug 2021
-39.20%
Nov 2021 - Oct 2023
68.75%
22 out of 32
US Inflation Adjusted -22.44% +45.47%
Sep 2019 - Aug 2021
-42.36%
Nov 2021 - Oct 2023
68.75%
22 out of 32
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 -9.05% +7.87%
Sep 2019 - Aug 2022
-23.22%
Feb 2021 - Jan 2024
70.00%
14 out of 20
US Inflation Adjusted -14.01% +2.87%
Sep 2019 - Aug 2022
-27.33%
Feb 2021 - Jan 2024
80.00%
16 out of 20
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 -4.16% -1.16%
Sep 2019 - Aug 2023
-6.47%
Nov 2019 - Oct 2023
100.00%
8 out of 8
US Inflation Adjusted -8.31% -5.48%
Sep 2019 - Aug 2023
-10.57%
Nov 2019 - Oct 2023
100.00%
8 out of 8
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Genomics Immunology and Healthcare ETF (IDNA) ETF: Historical Returns page.