Consolidated Returns as of 30 April 2024
Holding the iShares Global Infrastructure ETF (IGF) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~16 years), the longest period with a negative return lasted 98 months (from January 2008 to February 2016).
This means that every rolling period of 99 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Global Infrastructure ETF (IGF) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.96% |
+49.33%
Mar 2009 - Feb 2010 |
-48.46%
Mar 2008 - Feb 2009 |
33.51%
62 out of 185 |
US Inflation Adjusted | +4.11% |
+46.19%
Mar 2009 - Feb 2010 |
-48.47%
Mar 2008 - Feb 2009 |
40.00%
74 out of 185 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.30% |
+32.79%
Mar 2009 - Feb 2011 |
-18.12%
Jun 2008 - May 2010 |
17.92%
31 out of 173 |
US Inflation Adjusted | +2.58% |
+30.01%
Mar 2009 - Feb 2011 |
-18.52%
Jun 2008 - May 2010 |
31.21%
54 out of 173 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.11% |
+20.16%
Mar 2009 - Feb 2012 |
-8.27%
Jan 2008 - Dec 2010 |
11.80%
19 out of 161 |
US Inflation Adjusted | +3.81% |
+17.36%
Mar 2009 - Feb 2012 |
-9.54%
Jan 2008 - Dec 2010 |
21.12%
34 out of 161 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.92% |
+16.81%
Mar 2009 - Feb 2013 |
-6.55%
Jan 2008 - Dec 2011 |
7.38%
11 out of 149 |
US Inflation Adjusted | +3.96% |
+14.19%
Mar 2009 - Feb 2013 |
-8.22%
Jan 2008 - Dec 2011 |
20.81%
31 out of 149 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.76% |
+16.41%
Mar 2009 - Feb 2014 |
-3.07%
Jan 2008 - Dec 2012 |
6.57%
9 out of 137 |
US Inflation Adjusted | +3.50% |
+14.06%
Mar 2009 - Feb 2014 |
-4.78%
Jan 2008 - Dec 2012 |
16.06%
22 out of 137 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.96% |
+15.02%
Mar 2009 - Feb 2015 |
-0.53%
Jan 2008 - Dec 2013 |
1.60%
2 out of 125 |
US Inflation Adjusted | +3.94% |
+13.10%
Mar 2009 - Feb 2015 |
-2.24%
Jan 2008 - Dec 2013 |
13.60%
17 out of 125 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.67% |
+10.93%
Apr 2009 - Mar 2016 |
+1.10%
Jan 2008 - Dec 2014 |
0.00%
0 out of 113 |
US Inflation Adjusted | +3.16% |
+9.14%
Apr 2009 - Mar 2016 |
-0.49%
Jan 2008 - Dec 2014 |
1.77%
2 out of 113 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.59% |
+11.40%
Mar 2009 - Feb 2017 |
-0.65%
Jan 2008 - Dec 2015 |
0.99%
1 out of 101 |
US Inflation Adjusted | +3.55% |
+9.50%
Mar 2009 - Feb 2017 |
-2.10%
Jan 2008 - Dec 2015 |
4.95%
5 out of 101 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.08% |
+10.98%
Mar 2009 - Feb 2018 |
+0.67%
Jan 2008 - Dec 2016 |
0.00%
0 out of 89 |
US Inflation Adjusted | +3.96% |
+9.03%
Mar 2009 - Feb 2018 |
-0.86%
Jan 2008 - Dec 2016 |
2.25%
2 out of 89 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.69% |
+10.51%
Mar 2009 - Feb 2019 |
+2.37%
Jun 2008 - May 2018 |
0.00%
0 out of 77 |
US Inflation Adjusted | +3.66% |
+8.60%
Mar 2009 - Feb 2019 |
+0.78%
Jan 2008 - Dec 2017 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.91% |
+9.91%
Mar 2009 - Feb 2020 |
+1.21%
Jan 2008 - Dec 2018 |
0.00%
0 out of 65 |
US Inflation Adjusted | +3.58% |
+7.95%
Mar 2009 - Feb 2020 |
-0.42%
Jan 2008 - Dec 2018 |
1.54%
1 out of 65 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.74% |
+9.03%
Mar 2009 - Feb 2021 |
+1.13%
Apr 2008 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +3.17% |
+7.10%
Mar 2009 - Feb 2021 |
-0.46%
Apr 2008 - Mar 2020 |
3.77%
2 out of 53 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.90% |
+9.46%
Mar 2009 - Feb 2022 |
+2.29%
Jan 2008 - Dec 2020 |
0.00%
0 out of 41 |
US Inflation Adjusted | +3.33% |
+7.04%
Mar 2009 - Feb 2022 |
+0.62%
Jan 2008 - Dec 2020 |
0.00%
0 out of 41 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.71% |
+8.68%
Mar 2009 - Feb 2023 |
+2.93%
Jan 2008 - Dec 2021 |
0.00%
0 out of 29 |
US Inflation Adjusted | +3.07% |
+6.01%
Mar 2009 - Feb 2023 |
+0.86%
Jan 2008 - Dec 2021 |
0.00%
0 out of 29 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.16% |
+8.19%
Mar 2009 - Feb 2024 |
+2.65%
Jan 2008 - Dec 2022 |
0.00%
0 out of 17 |
US Inflation Adjusted | +1.89% |
+5.48%
Mar 2009 - Feb 2024 |
+0.31%
Jan 2008 - Dec 2022 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.29% |
+3.66%
Apr 2008 - Mar 2024 |
+2.86%
Jan 2008 - Dec 2023 |
0.00%
0 out of 5 |
US Inflation Adjusted | +0.86% |
+1.23%
Apr 2008 - Mar 2024 |
+0.46%
Jan 2008 - Dec 2023 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the iShares Global Infrastructure ETF (IGF) ETF: Historical Returns page.