iShares Global REIT ETF (REET): Rolling Returns

Data Source: from January 1986 to April 2024 (~38 years)
Consolidated Returns as of 30 April 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 (~38 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

ISHARES GLOBAL REIT ETF (REET) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 3.12% (updated at Apr 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.

ISHARES GLOBAL REIT ETF (REET) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1986 - 30 April 2024 (~38 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.78% +79.32%
Mar 2009 - Feb 2010
-56.73%
Mar 2008 - Feb 2009
28.29%
127 out of 449
US Inflation Adjusted +6.39% +75.54%
Mar 2009 - Feb 2010
-56.73%
Mar 2008 - Feb 2009
35.41%
159 out of 449
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 +7.97% +51.07%
Mar 2009 - Feb 2011
-41.42%
Mar 2007 - Feb 2009
21.28%
93 out of 437
US Inflation Adjusted +5.61% +47.91%
Mar 2009 - Feb 2011
-42.60%
Mar 2007 - Feb 2009
28.60%
125 out of 437
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 +7.37% +33.94%
Apr 2003 - Mar 2006
-23.53%
Mar 2006 - Feb 2009
18.59%
79 out of 425
US Inflation Adjusted +5.01% +30.31%
Apr 2003 - Mar 2006
-25.16%
Mar 2006 - Feb 2009
30.12%
128 out of 425
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 +6.61% +33.34%
Feb 2003 - Jan 2007
-12.45%
Mar 2005 - Feb 2009
16.46%
68 out of 413
US Inflation Adjusted +3.94% +29.78%
Feb 2003 - Jan 2007
-14.62%
Mar 2005 - Feb 2009
27.36%
113 out of 413
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 +5.86% +26.23%
Feb 2002 - Jan 2007
-6.86%
Mar 2004 - Feb 2009
7.73%
31 out of 401
US Inflation Adjusted +3.26% +22.86%
Feb 2002 - Jan 2007
-9.26%
Mar 2004 - Feb 2009
26.93%
108 out of 401
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 +6.40% +23.39%
Feb 2001 - Jan 2007
-1.83%
Dec 2006 - Nov 2012
4.63%
18 out of 389
US Inflation Adjusted +3.73% +20.40%
Feb 2001 - Jan 2007
-4.02%
Dec 2006 - Nov 2012
18.25%
71 out of 389
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 +6.53% +23.76%
Feb 2000 - Jan 2007
-1.14%
Feb 2007 - Jan 2014
1.06%
4 out of 377
US Inflation Adjusted +4.07% +20.55%
Feb 2000 - Jan 2007
-3.17%
Feb 2007 - Jan 2014
10.08%
38 out of 377
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 +6.73% +20.20%
Nov 1999 - Oct 2007
+1.10%
Nov 2015 - Oct 2023
0.00%
0 out of 365
US Inflation Adjusted +4.15% +16.96%
Nov 1999 - Oct 2007
-2.10%
Nov 2015 - Oct 2023
6.03%
22 out of 365
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.31% +16.75%
Nov 1998 - Oct 2007
+0.56%
Feb 2007 - Jan 2016
0.00%
0 out of 353
US Inflation Adjusted +4.71% +13.63%
Nov 1998 - Oct 2007
-1.52%
Nov 2014 - Oct 2023
3.12%
11 out of 353
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.53% +15.08%
Feb 1997 - Jan 2007
+1.39%
Feb 2007 - Jan 2017
0.00%
0 out of 341
US Inflation Adjusted +4.89% +12.59%
Mar 2009 - Feb 2019
-0.71%
Dec 1989 - Nov 1999
2.35%
8 out of 341
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.84% +14.91%
Feb 1996 - Jan 2007
+1.31%
Mar 1998 - Feb 2009
0.00%
0 out of 329
US Inflation Adjusted +5.32% +12.08%
Feb 1996 - Jan 2007
-1.17%
Mar 1998 - Feb 2009
2.43%
8 out of 329
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.84% +14.68%
Mar 1995 - Feb 2007
+1.98%
Jan 2007 - Dec 2018
0.00%
0 out of 317
US Inflation Adjusted +5.32% +11.83%
Mar 1995 - Feb 2007
+0.14%
Jan 2007 - Dec 2018
0.00%
0 out of 317
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.44% +13.22%
Dec 1993 - Nov 2006
+0.46%
Apr 2007 - Mar 2020
0.00%
0 out of 305
US Inflation Adjusted +4.94% +10.43%
Dec 1993 - Nov 2006
-1.29%
Apr 2007 - Mar 2020
1.64%
5 out of 305
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.75% +14.23%
Feb 1993 - Jan 2007
+1.51%
Nov 2006 - Oct 2020
0.00%
0 out of 293
US Inflation Adjusted +5.15% +11.38%
Feb 1993 - Jan 2007
-0.31%
Nov 2006 - Oct 2020
0.68%
2 out of 293
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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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 281
US Inflation Adjusted +5.28% +10.40%
May 1992 - Apr 2007
-0.47%
Nov 2007 - Oct 2022
0.71%
2 out of 281
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.20% +12.81%
Feb 1991 - Jan 2007
+1.36%
Nov 2007 - Oct 2023
0.00%
0 out of 269
US Inflation Adjusted +5.61% +9.94%
Feb 1991 - Jan 2007
-1.05%
Nov 2007 - Oct 2023
4.09%
11 out of 269
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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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 257
US Inflation Adjusted +5.74% +9.33%
Oct 1990 - Sep 2007
-0.80%
Nov 2006 - Oct 2023
2.72%
7 out of 257
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.61% +10.75%
Feb 1986 - Jan 2004
+3.11%
May 2006 - Apr 2024
0.00%
0 out of 245
US Inflation Adjusted +5.99% +7.81%
Dec 1999 - Nov 2017
+0.59%
May 2006 - Apr 2024
0.00%
0 out of 245
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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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 233
US Inflation Adjusted +5.88% +8.62%
Jan 1986 - Dec 2004
+1.17%
Mar 1990 - Feb 2009
0.00%
0 out of 233
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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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 221
US Inflation Adjusted +5.79% +8.84%
Feb 1986 - Jan 2006
+0.85%
Mar 1989 - Feb 2009
0.00%
0 out of 221
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Global REIT ETF (REET) ETF: Historical Returns page.