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

Data Source: from July 2019 to June 2024 (~5 years)
Consolidated Returns as of 30 June 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 60 months (from July 2019 to June 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 July 2019 - 30 June 2024 (5 Years)

Data Source: 1 July 2019 - 30 June 2024 (~5 years)

Inflation Adjusted:

Return Chart Capital Chart Table

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	-7.63%	+80.66% Feb 2020 - Jan 2021	-47.40% Oct 2021 - Sep 2022	55.10% 27 out of 49
US Inflation Adjusted	-10.60%	+78.18% Feb 2020 - Jan 2021	-51.39% Oct 2021 - Sep 2022	63.27% 31 out of 49

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	-14.71%	+50.15% Sep 2019 - Aug 2021	-39.20% Nov 2021 - Oct 2023	72.97% 27 out of 37
US Inflation Adjusted	-19.15%	+45.47% Sep 2019 - Aug 2021	-42.36% Nov 2021 - Oct 2023	72.97% 27 out of 37

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	-13.27%	+7.87% Sep 2019 - Aug 2022	-23.22% Feb 2021 - Jan 2024	76.00% 19 out of 25
US Inflation Adjusted	-17.90%	+2.87% Sep 2019 - Aug 2022	-27.34% Feb 2021 - Jan 2024	84.00% 21 out of 25

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	-4.17%	-1.16% Sep 2019 - Aug 2023	-11.06% Jul 2020 - Jun 2024	100.00% 13 out of 13
US Inflation Adjusted	-8.32%	-5.48% Sep 2019 - Aug 2023	-15.34% Jul 2020 - Jun 2024	100.00% 13 out of 13

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	-1.16%	-1.16% Jul 2019 - Jun 2024	-1.16% Jul 2019 - Jun 2024	100.00% 1 out of 1
US Inflation Adjusted	-5.12%	-5.12% Jul 2019 - Jun 2024	-5.12% Jul 2019 - Jun 2024	100.00% 1 out of 1

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