Consolidated Returns as of 30 June 2024
Holding the iShares Global REIT ETF (REET) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~39 years), the longest period with a negative return lasted 92 months (from February 2007 to September 2014).
This means that every rolling period of 93 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Global REIT ETF (REET) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
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The annualized return of the last 10 years has been 3.15% (updated at Jun 30, 2024).
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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.66% |
+79.32%
Mar 2009 - Feb 2010 |
-56.73%
Mar 2008 - Feb 2009 |
28.16%
127 out of 451 |
US Inflation Adjusted | +6.19% |
+75.54%
Mar 2009 - Feb 2010 |
-56.73%
Mar 2008 - Feb 2009 |
35.25%
159 out of 451 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.86% |
+51.07%
Mar 2009 - Feb 2011 |
-41.42%
Mar 2007 - Feb 2009 |
21.41%
94 out of 439 |
US Inflation Adjusted | +5.59% |
+47.91%
Mar 2009 - Feb 2011 |
-42.60%
Mar 2007 - Feb 2009 |
28.93%
127 out of 439 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.36% |
+33.94%
Apr 2003 - Mar 2006 |
-23.53%
Mar 2006 - Feb 2009 |
18.97%
81 out of 427 |
US Inflation Adjusted | +5.00% |
+30.31%
Apr 2003 - Mar 2006 |
-25.16%
Mar 2006 - Feb 2009 |
30.44%
130 out of 427 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.61% |
+33.34%
Feb 2003 - Jan 2007 |
-12.45%
Mar 2005 - Feb 2009 |
16.39%
68 out of 415 |
US Inflation Adjusted | +3.93% |
+29.78%
Feb 2003 - Jan 2007 |
-14.62%
Mar 2005 - Feb 2009 |
27.23%
113 out of 415 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.81% |
+26.23%
Feb 2002 - Jan 2007 |
-6.86%
Mar 2004 - Feb 2009 |
7.69%
31 out of 403 |
US Inflation Adjusted | +3.23% |
+22.86%
Feb 2002 - Jan 2007 |
-9.26%
Mar 2004 - Feb 2009 |
27.30%
110 out of 403 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.36% |
+23.39%
Feb 2001 - Jan 2007 |
-1.83%
Dec 2006 - Nov 2012 |
4.60%
18 out of 391 |
US Inflation Adjusted | +3.70% |
+20.40%
Feb 2001 - Jan 2007 |
-4.02%
Dec 2006 - Nov 2012 |
18.67%
73 out of 391 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.53% |
+23.76%
Feb 2000 - Jan 2007 |
-1.14%
Feb 2007 - Jan 2014 |
1.06%
4 out of 379 |
US Inflation Adjusted | +4.06% |
+20.55%
Feb 2000 - Jan 2007 |
-3.17%
Feb 2007 - Jan 2014 |
10.55%
40 out of 379 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.71% |
+20.20%
Nov 1999 - Oct 2007 |
+1.10%
Nov 2015 - Oct 2023 |
0.00%
0 out of 367 |
US Inflation Adjusted | +4.12% |
+16.96%
Nov 1999 - Oct 2007 |
-2.11%
Nov 2015 - Oct 2023 |
6.54%
24 out of 367 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.29% |
+16.75%
Nov 1998 - Oct 2007 |
+0.56%
Feb 2007 - Jan 2016 |
0.00%
0 out of 355 |
US Inflation Adjusted | +4.70% |
+13.63%
Nov 1998 - Oct 2007 |
-1.52%
Nov 2014 - Oct 2023 |
3.38%
12 out of 355 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.52% |
+15.08%
Feb 1997 - Jan 2007 |
+1.39%
Feb 2007 - Jan 2017 |
0.00%
0 out of 343 |
US Inflation Adjusted | +4.88% |
+12.59%
Mar 2009 - Feb 2019 |
-0.71%
Dec 1989 - Nov 1999 |
2.33%
8 out of 343 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.82% |
+14.91%
Feb 1996 - Jan 2007 |
+1.31%
Mar 1998 - Feb 2009 |
0.00%
0 out of 331 |
US Inflation Adjusted | +5.28% |
+12.08%
Feb 1996 - Jan 2007 |
-1.17%
Mar 1998 - Feb 2009 |
2.42%
8 out of 331 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.82% |
+14.68%
Mar 1995 - Feb 2007 |
+1.98%
Jan 2007 - Dec 2018 |
0.00%
0 out of 319 |
US Inflation Adjusted | +5.24% |
+11.83%
Mar 1995 - Feb 2007 |
+0.14%
Jan 2007 - Dec 2018 |
0.00%
0 out of 319 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.43% |
+13.22%
Dec 1993 - Nov 2006 |
+0.46%
Apr 2007 - Mar 2020 |
0.00%
0 out of 307 |
US Inflation Adjusted | +4.89% |
+10.43%
Dec 1993 - Nov 2006 |
-1.29%
Apr 2007 - Mar 2020 |
1.63%
5 out of 307 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+14.23%
Feb 1993 - Jan 2007 |
+1.51%
Nov 2006 - Oct 2020 |
0.00%
0 out of 295 |
US Inflation Adjusted | +5.14% |
+11.38%
Feb 1993 - Jan 2007 |
-0.31%
Nov 2006 - Oct 2020 |
0.68%
2 out of 295 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.97% |
+13.31%
May 1992 - Apr 2007 |
+1.90%
Nov 2007 - Oct 2022 |
0.00%
0 out of 283 |
US Inflation Adjusted | +5.28% |
+10.40%
May 1992 - Apr 2007 |
-0.47%
Nov 2007 - Oct 2022 |
0.71%
2 out of 283 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.19% |
+12.81%
Feb 1991 - Jan 2007 |
+1.36%
Nov 2007 - Oct 2023 |
0.00%
0 out of 271 |
US Inflation Adjusted | +5.52% |
+9.94%
Feb 1991 - Jan 2007 |
-1.05%
Nov 2007 - Oct 2023 |
4.06%
11 out of 271 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.37% |
+12.29%
Oct 1990 - Sep 2007 |
+1.68%
Nov 2006 - Oct 2023 |
0.00%
0 out of 259 |
US Inflation Adjusted | +5.73% |
+9.33%
Oct 1990 - Sep 2007 |
-0.81%
Nov 2006 - Oct 2023 |
3.09%
8 out of 259 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.60% |
+10.75%
Feb 1986 - Jan 2004 |
+3.10%
May 2006 - Apr 2024 |
0.00%
0 out of 247 |
US Inflation Adjusted | +5.98% |
+7.81%
Dec 1999 - Nov 2017 |
+0.59%
May 2006 - Apr 2024 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.44% |
+11.87%
Jan 1986 - Dec 2004 |
+3.91%
Mar 1990 - Feb 2009 |
0.00%
0 out of 235 |
US Inflation Adjusted | +5.88% |
+8.62%
Jan 1986 - Dec 2004 |
+1.17%
Mar 1990 - Feb 2009 |
0.00%
0 out of 235 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.30% |
+12.12%
Feb 1986 - Jan 2006 |
+3.71%
Mar 1989 - Feb 2009 |
0.00%
0 out of 223 |
US Inflation Adjusted | +5.78% |
+8.84%
Feb 1986 - Jan 2006 |
+0.85%
Mar 1989 - Feb 2009 |
0.00%
0 out of 223 |
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To obtain comprehensive information, please consult the iShares Global REIT ETF (REET) ETF: Historical Returns page.