iShares Investment Grade Corporate Bond (LQD): Rolling Returns

Data Source: from January 1871 to April 2024 (~153 years)
Consolidated Returns as of 30 April 2024

Holding the iShares Investment Grade Corporate Bond (LQD) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~153 years), the longest period with a negative return lasted 75 months (from August 2016 to October 2022).

This means that every rolling period of 76 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Investment Grade Corporate Bond (LQD) 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 INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 2.12% (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 INVESTMENT GRADE CORPORATE BOND (LQD) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1871 - 30 April 2024 (~153 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +3.95% +41.60%
Oct 1981 - Sep 1982
-21.95%
Nov 2021 - Oct 2022
15.97%
292 out of 1829
US Inflation Adjusted +2.54% +36.57%
Jul 1982 - Jun 1983
-27.57%
Nov 2021 - Oct 2022
36.52%
668 out of 1829
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 +3.85% +30.79%
Jul 1984 - Jun 1986
-10.85%
Nov 2021 - Oct 2023
6.93%
126 out of 1817
US Inflation Adjusted +2.64% +27.33%
Jul 1984 - Jun 1986
-16.75%
Oct 1979 - Sep 1981
29.77%
541 out of 1817
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 +3.75% +23.55%
Jul 1982 - Jun 1985
-6.71%
Nov 2020 - Oct 2023
3.82%
69 out of 1805
US Inflation Adjusted +2.77% +19.39%
Jul 1982 - Jun 1985
-14.58%
Oct 1978 - Sep 1981
27.04%
488 out of 1805
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 +3.88% +24.62%
Apr 1982 - Mar 1986
-3.26%
Nov 2019 - Oct 2023
1.28%
23 out of 1793
US Inflation Adjusted +2.63% +20.64%
Jul 1982 - Jun 1986
-14.76%
Jun 1916 - May 1920
27.44%
492 out of 1793
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 +3.89% +23.68%
Sep 1981 - Aug 1986
-0.57%
Nov 2017 - Oct 2022
0.39%
7 out of 1781
US Inflation Adjusted +2.42% +19.47%
Sep 1981 - Aug 1986
-12.20%
Jul 1915 - Jun 1920
29.08%
518 out of 1781
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 +3.87% +18.79%
Apr 1980 - Mar 1986
-0.17%
Nov 2017 - Oct 2023
0.11%
2 out of 1769
US Inflation Adjusted +2.69% +15.28%
May 1873 - Apr 1879
-9.64%
Jul 1914 - Jun 1920
27.87%
493 out of 1769
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 +3.90% +18.12%
Oct 1981 - Sep 1988
+0.33%
Nov 2016 - Oct 2023
0.00%
0 out of 1757
US Inflation Adjusted +2.42% +13.98%
Oct 1981 - Sep 1988
-7.93%
Jul 1913 - Jun 1920
27.26%
479 out of 1757
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 +3.95% +17.18%
Oct 1981 - Sep 1989
+0.83%
Sep 1949 - Aug 1957
0.00%
0 out of 1745
US Inflation Adjusted +2.53% +12.97%
Oct 1981 - Sep 1989
-6.85%
Jul 1912 - Jun 1920
26.65%
465 out of 1745
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 +4.00% +15.61%
Oct 1981 - Sep 1990
+0.84%
Oct 1950 - Sep 1959
0.00%
0 out of 1733
US Inflation Adjusted +2.55% +11.16%
Oct 1981 - Sep 1990
-6.77%
Jul 1911 - Jun 1920
26.43%
458 out of 1733
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 +3.96% +15.99%
Oct 1981 - Sep 1991
+0.79%
Jan 1950 - Dec 1959
0.00%
0 out of 1721
US Inflation Adjusted +2.51% +11.59%
Oct 1981 - Sep 1991
-5.64%
Oct 1971 - Sep 1981
27.25%
469 out of 1721
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 +4.04% +15.71%
Oct 1981 - Sep 1992
+1.10%
Aug 1946 - Jul 1957
0.00%
0 out of 1709
US Inflation Adjusted +2.43% +11.41%
Oct 1981 - Sep 1992
-4.54%
Jul 1909 - Jun 1920
28.96%
495 out of 1709
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 +4.06% +15.52%
Oct 1981 - Sep 1993
+1.00%
Oct 1947 - Sep 1959
0.00%
0 out of 1697
US Inflation Adjusted +2.47% +11.33%
Oct 1981 - Sep 1993
-4.36%
Jul 1908 - Jun 1920
28.52%
484 out of 1697
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution