iShares MBS (MBB): Rolling Returns

Data Source: from January 1985 to February 2024 (~39 years)
Consolidated Returns as of 29 February 2024

Holding the iShares MBS (MBB) 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 113 months (from June 2014 to October 2023).

This means that every rolling period of 114 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MBS (MBB) 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 MBS (MBB) ETF
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 0.84% (updated at Feb 29, 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 MBS (MBB) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -14.96 11/2021
10/2022
0.85$ -0.08 0.99$ 4.28 1.04$ 8.11 1.08$ 17.01 01/1995
12/1995
1.17$ 2.37 16.05%
2Y -8.33 11/2021
10/2023
0.84$ 1.05 1.02$ 3.86 1.07$ 7.80 1.16$ 11.78 12/1994
11/1996
1.24$ -3.58 9.50%
3Y -5.90 11/2020
10/2023
0.83$ 1.77 1.05$ 3.92 1.12$ 6.99 1.22$ 10.42 01/1995
12/1997
1.34$ -3.47 7.08%
4Y -3.50 11/2019
10/2023
0.86$ 2.01 1.08$ 3.79 1.16$ 7.07 1.31$ 9.43 10/1994
09/1998
1.43$ -2.19 5.75%
5Y -1.26 11/2017
10/2022
0.93$ 1.83 1.09$ 3.96 1.21$ 7.00 1.40$ 8.32 05/1994
04/1999
1.49$ -0.41 4.65%
6Y -1.25 11/2017
10/2023
0.92$ 1.94 1.12$ 4.04 1.26$ 6.67 1.47$ 8.33 01/1995
12/2000
1.61$ 0.22 3.81%
7Y -1.02 11/2016
10/2023
0.93$ 2.05 1.15$ 4.14 1.32$ 6.39 1.54$ 8.51 11/1994
10/2001
1.77$ 0.20 3.25%
8Y -0.54 11/2015
10/2023
0.95$ 2.30 1.19$ 4.07 1.37$ 6.34 1.63$ 8.33 01/1995
12/2002
1.89$ 0.18 1.13%
9Y -0.22 11/2014
10/2023
0.98$ 2.28 1.22$ 3.91 1.41$ 5.91 1.67$ 7.93 05/1994
04/2003
1.98$ 0.40 0.40%
10Y 0.20 11/2013
10/2023
1.01$ 2.63 1.29$ 3.75 1.44$ 5.96 1.78$ 7.48 11/1994
10/2004
2.05$ 0.84 0.00%
11Y 0.10 11/2012
10/2023
1.01$ 2.63 1.33$ 3.68 1.48$ 5.58 1.81$ 7.14 05/1994
04/2005
2.13$ 0.77 0.00%
12Y 0.35 11/2011
10/2023
1.04$ 2.87 1.40$ 3.73 1.55$ 5.50 1.90$ 6.90 12/1994
11/2006
2.22$ 0.85 0.00%
13Y 0.65 11/2010
10/2023
1.08$ 2.96 1.46$ 3.77 1.61$ 5.56 2.02$ 6.64 05/1994
04/2007
2.30$ 1.25 0.00%
14Y 1.03 11/2009
10/2023
1.15$ 2.95 1.50$ 3.89 1.70$ 5.64 2.15$ 6.34 01/1995
12/2008
2.36$ 1.45 0.00%
15Y 1.68 11/2008
10/2023
1.28$ 2.91 1.53$ 3.97 1.79$ 5.62 2.27$ 6.40 12/1994
11/2009
2.53$ 1.75 0.00%
16Y 1.69 11/2007
10/2023
1.30$ 2.83 1.56$ 3.89 1.84$ 5.58 2.38$ 6.28 11/1994
10/2010
2.64$ 2.03 0.00%
17Y 1.59 11/2006
10/2023
1.30$ 2.72 1.57$ 4.19 2.00$ 5.32 2.41$ 6.17 01/1995
12/2011
2.76$ 1.93 0.00%
18Y 1.80 11/2005
10/2023
1.37$ 2.66 1.60$ 4.14 2.07$ 5.11 2.45$ 6.06 05/1994
04/2012
2.88$ 2.09 0.00%
19Y 1.79 11/2004
10/2023
1.40$ 2.54 1.61$ 4.10 2.14$ 5.07 2.55$ 5.83 05/1994
04/2013
2.93$ 2.15 0.00%
20Y 1.96 11/2003
10/2023
1.47$ 2.47 1.62$ 4.16 2.26$ 4.99 2.65$ 5.58 12/1994
11/2014
2.96$ 2.19 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -21.08 11/2021
10/2022
0.78$ -3.14 0.96$ 2.04 1.02$ 6.49 1.06$ 14.12 01/1995
12/1995
1.14$ -0.33 33.52%
2Y -14.17 11/2020
10/2022
0.73$ -1.03 0.97$ 1.73 1.03$ 5.65 1.11$ 8.87 08/2008
07/2010
1.18$ -7.58 29.08%
3Y -11.00 11/2020
10/2023
0.70$ -0.65 0.98$ 1.78 1.05$ 4.83 1.15$ 7.70 01/1995
12/1997
1.24$ -8.52 21.85%
4Y -7.72 11/2019
10/2023
0.72$ -0.18 0.99$ 1.38 1.05$ 4.53 1.19$ 6.97 10/1994
09/1998
1.30$ -6.45 16.93%
5Y -4.95 11/2018
10/2023
0.77$ 0.05 1.00$ 1.63 1.08$ 4.39 1.23$ 5.76 05/1994
04/1999
1.32$ -4.33 14.62%
6Y -4.81 11/2017
10/2023
0.74$ 0.09 1.00$ 1.76 1.11$ 4.15 1.27$ 5.64 01/1995
12/2000
1.38$ -3.32 14.19%
7Y -4.37 11/2016
10/2023
0.73$ 0.35 1.02$ 1.76 1.12$ 3.94 1.31$ 5.86 11/1994
10/2001
1.49$ -3.15 10.83%
8Y -3.69 11/2015
10/2023
0.74$ 0.56 1.04$ 1.83 1.15$ 3.85 1.35$ 5.77 01/1995
12/2002
1.56$ -3.10 10.19%
9Y -3.05 11/2014
10/2023
0.75$ 0.62 1.05$ 1.87 1.18$ 3.27 1.33$ 5.34 05/1994
04/2003
1.59$ -2.61 11.07%
10Y -2.52 11/2013
10/2023
0.77$ 0.88 1.09$ 1.76 1.19$ 3.32 1.38$ 4.92 04/1994
03/2004
1.61$ -1.88 11.20%
11Y -2.45 11/2012
10/2023
0.76$ 0.68 1.07$ 1.66 1.19$ 3.03 1.38$ 4.53 07/1994
06/2005
1.62$ -1.80 10.92%
12Y -2.16 11/2011
10/2023
0.76$ 0.87 1.10$ 1.64 1.21$ 2.88 1.40$ 4.27 12/1994
11/2006
1.65$ -1.68 11.06%
13Y -1.94 11/2010
10/2023
0.77$ 0.97 1.13$ 1.78 1.25$ 3.07 1.48$ 3.92 05/1994
04/2007
1.64$ -1.32 11.71%
14Y -1.47 11/2009
10/2023
0.81$ 0.92 1.13$ 1.78 1.28$ 3.09 1.53$ 3.77 01/1995
12/2008
1.67$ -1.09 9.33%
15Y -0.77 03/2009
02/2024
0.89$ 0.72 1.11$ 1.89 1.32$ 3.13 1.58$ 3.79 12/1994
11/2009
1.74$ -0.77 11.60%
16Y -0.73 11/2007
10/2023
0.88$ 0.57 1.09$ 1.81 1.33$ 3.07 1.62$ 3.77 11/1994
10/2010
1.80$ -0.34 11.24%
17Y -0.89 11/2006
10/2023
0.85$ 0.34 1.05$ 2.06 1.41$ 2.88 1.62$ 3.62 01/1995
12/2011
1.82$ -0.54 12.74%
18Y -0.63 11/2005
10/2023
0.89$ 0.15 1.02$ 1.94 1.41$ 2.71 1.61$ 3.48 05/1994
04/2012
1.85$ -0.37 13.10%
19Y -0.74 11/2004
10/2023
0.86$ 0.03 1.00$ 1.93 1.43$ 2.73 1.66$ 3.33 05/1994
04/2013
1.86$ -0.38 14.29%
20Y -0.61 11/2003
10/2023
0.88$ -0.05 0.99$ 1.99 1.48$ 2.72 1.70$ 3.18 12/1994
11/2014
1.87$ -0.36 14.88%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -14.96 11/2021
10/2022
0.85$ 0.38 1.00$ 5.22 1.05$ 10.30 1.10$ 20.49 03/1985
02/1986
1.20$ 2.37 12.20%
2Y -8.33 11/2021
10/2023
0.84$ 1.65 1.03$ 5.07 1.10$ 9.39 1.19$ 15.43 03/1985
02/1987
1.33$ -3.58 7.16%
3Y -5.90 11/2020
10/2023
0.83$ 2.08 1.06$ 5.38 1.17$ 8.98 1.29$ 12.52 01/1989
12/1991
1.42$ -3.47 5.29%
4Y -3.50 11/2019
10/2023
0.86$ 2.24 1.09$ 5.52 1.23$ 8.40 1.38$ 11.43 10/1987
09/1991
1.54$ -2.19 4.26%
5Y -1.26 11/2017
10/2022
0.93$ 2.30 1.12$ 4.90 1.27$ 8.60 1.51$ 10.86 10/1987
09/1992
1.67$ -0.41 3.41%
6Y -1.25 11/2017
10/2023
0.92$ 2.40 1.15$ 4.94 1.33$ 8.58 1.63$ 10.60 01/1985
12/1990
1.82$ 0.22 2.76%
7Y -1.02 11/2016
10/2023
0.93$ 2.41 1.18$ 4.56 1.36$ 8.50 1.76$ 11.02 01/1985
12/1991
2.07$ 0.20 2.33%
8Y -0.54 11/2015
10/2023
0.95$ 2.45 1.21$ 4.88 1.46$ 8.46 1.91$ 10.31 01/1985
12/1992
2.19$ 0.18 0.80%
9Y -0.22 11/2014
10/2023
0.98$ 2.57 1.25$ 5.05 1.55$ 8.37 2.06$ 9.91 01/1985
12/1993
2.34$ 0.40 0.28%
10Y 0.20 11/2013
10/2023
1.01$ 2.89 1.33$ 5.19 1.65$ 8.07 2.17$ 9.33 03/1985
02/1995
2.44$ 0.84 0.00%
11Y 0.10 11/2012
10/2023
1.01$ 3.06 1.39$ 5.27 1.75$ 8.18 2.37$ 9.78 01/1985
12/1995
2.79$ 0.77 0.00%
12Y 0.35 11/2011
10/2023
1.04$ 3.10 1.44$ 5.38 1.87$ 8.10 2.54$ 9.41 01/1985
12/1996
2.94$ 0.85 0.00%
13Y 0.65 11/2010
10/2023
1.08$ 3.22 1.50$ 5.31 1.96$ 8.07 2.74$ 9.39 01/1985
12/1997
3.21$ 1.25 0.00%
14Y 1.03 11/2009
10/2023
1.15$ 3.16 1.54$ 5.42 2.09$ 7.86 2.88$ 9.14 01/1985
12/1998
3.40$ 1.45 0.00%
15Y 1.68 11/2008
10/2023
1.28$ 3.19 1.60$ 5.50 2.23$ 7.98 3.16$ 8.64 01/1985
12/1999
3.46$ 1.75 0.00%
16Y 1.69 11/2007
10/2023
1.30$ 3.19 1.65$ 5.53 2.36$ 7.81 3.33$ 8.81 03/1985
02/2001
3.86$ 2.03 0.00%
17Y 1.59 11/2006
10/2023
1.30$ 3.33 1.74$ 5.34 2.42$ 7.62 3.48$ 8.74 03/1985
02/2002
4.15$ 1.93 0.00%
18Y 1.80 11/2005
10/2023
1.37$ 3.37 1.81$ 5.21 2.49$ 7.36 3.59$ 8.75 01/1985
12/2002
4.52$ 2.09 0.00%
19Y 1.79 11/2004
10/2023
1.40$ 3.52 1.92$ 5.44 2.73$ 7.20 3.74$ 8.47 01/1985
12/2003
4.68$ 2.15 0.00%
20Y 1.96 11/2003
10/2023
1.47$ 3.67 2.05$ 5.42 2.87$ 7.02 3.88$ 8.27 01/1985
12/2004
4.89$ 2.19 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -21.08 11/2021
10/2022
0.78$ -2.03 0.97$ 2.79 1.02$ 7.34 1.07$ 17.31 04/1985
03/1986
1.17$ -0.33 28.32%
2Y -14.17 11/2020
10/2022
0.73$ -0.57 0.98$ 2.57 1.05$ 6.30 1.13$ 12.60 01/1985
12/1986
1.26$ -7.58 21.92%
3Y -11.00 11/2020
10/2023
0.70$ -0.19 0.99$ 2.83 1.08$ 5.58 1.17$ 8.68 03/1985
02/1988
1.28$ -8.52 16.32%
4Y -7.72 11/2019
10/2023
0.72$ 0.20 1.00$ 3.07 1.12$ 5.20 1.22$ 6.97 10/1994
09/1998
1.30$ -6.45 12.53%
5Y -4.95 11/2018
10/2023
0.77$ 0.39 1.01$ 2.93 1.15$ 5.15 1.28$ 6.73 01/1985
12/1989
1.38$ -4.33 10.71%
6Y -4.81 11/2017
10/2023
0.74$ 0.49 1.02$ 2.71 1.17$ 5.12 1.34$ 6.28 03/1985
02/1991
1.44$ -3.32 10.28%
7Y -4.37 11/2016
10/2023
0.73$ 0.64 1.04$ 2.66 1.20$ 5.12 1.41$ 6.82 01/1985
12/1991
1.58$ -3.15 7.75%
8Y -3.69 11/2015
10/2023
0.74$ 0.74 1.06$ 2.46 1.21$ 5.19 1.49$ 6.28 03/1985
02/1993
1.62$ -3.10 7.20%
9Y -3.05 11/2014
10/2023
0.75$ 0.84 1.07$ 2.41 1.23$ 4.97 1.54$ 5.99 01/1985
12/1993
1.68$ -2.61 7.71%
10Y -2.52 11/2013
10/2023
0.77$ 1.10 1.11$ 2.58 1.29$ 4.90 1.61$ 5.58 04/1989
03/1999
1.72$ -1.88 7.69%
11Y -2.45 11/2012
10/2023
0.76$ 1.24 1.14$ 2.67 1.33$ 4.89 1.69$ 6.08 01/1985
12/1995
1.91$ -1.80 7.37%
12Y -2.16 11/2011
10/2023
0.76$ 1.23 1.15$ 2.79 1.39$ 4.91 1.77$ 5.73 01/1985
12/1996
1.95$ -1.68 7.34%
13Y -1.94 11/2010
10/2023
0.77$ 1.21 1.16$ 2.73 1.41$ 4.86 1.85$ 5.85 03/1985
02/1998
2.09$ -1.32 7.62%
14Y -1.47 11/2009
10/2023
0.81$ 1.17 1.17$ 2.90 1.49$ 4.80 1.92$ 5.73 01/1985
12/1998
2.18$ -1.09 5.94%
15Y -0.77 03/2009
02/2024
0.89$ 1.08 1.17$ 2.95 1.54$ 4.70 1.99$ 5.31 10/1987
09/2002
2.17$ -0.77 7.22%
16Y -0.73 11/2007
10/2023
0.88$ 1.10 1.19$ 2.97 1.59$ 4.68 2.07$ 5.43 03/1985
02/2001
2.33$ -0.34 6.81%
17Y -0.89 11/2006
10/2023
0.85$ 1.23 1.23$ 2.88 1.62$ 4.46 2.09$ 5.49 03/1985
02/2002
2.48$ -0.54 7.49%
18Y -0.63 11/2005
10/2023
0.89$ 1.29 1.25$ 2.78 1.63$ 4.25 2.11$ 5.51 01/1985
12/2002
2.62$ -0.37 7.45%
19Y -0.74 11/2004
10/2023
0.86$ 1.40 1.30$ 2.98 1.74$ 4.01 2.11$ 5.30 01/1985
12/2003
2.66$ -0.38 7.82%
20Y -0.61 11/2003
10/2023
0.88$ 1.57 1.36$ 2.97 1.79$ 3.93 2.16$ 5.08 01/1985
12/2004
2.69$ -0.36 7.79%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.22% +20.49%
Mar 1985 - Feb 1986
-14.96%
Nov 2021 - Oct 2022
12.20%
56 out of 459
US Inflation Adjusted +2.79% +17.31%
Apr 1985 - Mar 1986
-21.08%
Nov 2021 - Oct 2022
28.32%
130 out of 459
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 +5.07% +15.43%
Mar 1985 - Feb 1987
-8.33%
Nov 2021 - Oct 2023
7.16%
32 out of 447
US Inflation Adjusted +2.57% +12.60%
Jan 1985 - Dec 1986
-14.17%
Nov 2020 - Oct 2022
21.92%
98 out of 447
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 +5.38% +12.52%
Jan 1989 - Dec 1991
-5.90%
Nov 2020 - Oct 2023
5.29%
23 out of 435
US Inflation Adjusted +2.83% +8.68%
Mar 1985 - Feb 1988
-11.00%
Nov 2020 - Oct 2023
16.32%
71 out of 435
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 +5.52% +11.43%
Oct 1987 - Sep 1991
-3.50%
Nov 2019 - Oct 2023
4.26%
18 out of 423
US Inflation Adjusted +3.07% +6.97%
Oct 1994 - Sep 1998
-7.72%
Nov 2019 - Oct 2023
12.53%
53 out of 423
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 +4.90% +10.86%
Oct 1987 - Sep 1992
-1.26%
Nov 2017 - Oct 2022
3.41%
14 out of 411
US Inflation Adjusted +2.93% +6.73%
Jan 1985 - Dec 1989
-4.95%
Nov 2018 - Oct 2023
10.71%
44 out of 411
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 +4.94% +10.60%
Jan 1985 - Dec 1990
-1.25%
Nov 2017 - Oct 2023
2.76%
11 out of 399
US Inflation Adjusted +2.71% +6.28%
Mar 1985 - Feb 1991
-4.81%
Nov 2017 - Oct 2023
10.28%
41 out of 399
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 +4.56% +11.02%
Jan 1985 - Dec 1991
-1.02%
Nov 2016 - Oct 2023
2.33%
9 out of 387
US Inflation Adjusted +2.66% +6.82%
Jan 1985 - Dec 1991
-4.37%
Nov 2016 - Oct 2023
7.75%
30 out of 387
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 +4.88% +10.31%
Jan 1985 - Dec 1992
-0.54%
Nov 2015 - Oct 2023
0.80%
3 out of 375
US Inflation Adjusted +2.46% +6.28%
Mar 1985 - Feb 1993
-3.69%
Nov 2015 - Oct 2023
7.20%
27 out of 375
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 +5.05% +9.91%
Jan 1985 - Dec 1993
-0.22%
Nov 2014 - Oct 2023
0.28%
1 out of 363
US Inflation Adjusted +2.41% +5.99%
Jan 1985 - Dec 1993
-3.05%
Nov 2014 - Oct 2023
7.71%
28 out of 363
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 +5.19% +9.33%
Mar 1985 - Feb 1995
+0.20%
Nov 2013 - Oct 2023
0.00%
0 out of 351
US Inflation Adjusted +2.58% +5.58%
Apr 1989 - Mar 1999
-2.52%
Nov 2013 - Oct 2023
7.69%
27 out of 351
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 +5.27% +9.78%
Jan 1985 - Dec 1995
+0.10%
Nov 2012 - Oct 2023
0.00%
0 out of 339
US Inflation Adjusted +2.67% +6.08%
Jan 1985 - Dec 1995
-2.45%
Nov 2012 - Oct 2023
7.37%
25 out of 339
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 +5.38% +9.41%
Jan 1985 - Dec 1996
+0.35%
Nov 2011 - Oct 2023
0.00%
0 out of 327
US Inflation Adjusted +2.79% +5.73%
Jan 1985 - Dec 1996
-2.16%
Nov 2011 - Oct 2023
7.34%
24 out of 327
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 +5.31% +9.39%
Jan 1985 - Dec 1997
+0.65%
Nov 2010 - Oct 2023
0.00%
0 out of 315
US Inflation Adjusted +2.73% +5.85%
Mar 1985 - Feb 1998
-1.94%
Nov 2010 - Oct 2023
7.62%
24 out of 315
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 +5.42% +9.14%
Jan 1985 - Dec 1998
+1.03%
Nov 2009 - Oct 2023
0.00%
0 out of 303
US Inflation Adjusted +2.90% +5.73%
Jan 1985 - Dec 1998
-1.47%
Nov 2009 - Oct 2023
5.94%
18 out of 303
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 +5.50% +8.64%
Jan 1985 - Dec 1999
+1.68%
Nov 2008 - Oct 2023
0.00%
0 out of 291
US Inflation Adjusted +2.95% +5.31%
Oct 1987 - Sep 2002
-0.77%
Mar 2009 - Feb 2024
7.22%
21 out of 291
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 +5.53% +8.81%
Mar 1985 - Feb 2001
+1.69%
Nov 2007 - Oct 2023
0.00%
0 out of 279
US Inflation Adjusted +2.97% +5.43%
Mar 1985 - Feb 2001
-0.73%
Nov 2007 - Oct 2023
6.81%
19 out of 279
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 +5.34% +8.74%
Mar 1985 - Feb 2002
+1.59%
Nov 2006 - Oct 2023
0.00%
0 out of 267
US Inflation Adjusted +2.88% +5.49%
Mar 1985 - Feb 2002
-0.89%
Nov 2006 - Oct 2023
7.49%
20 out of 267
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 +5.21% +8.75%
Jan 1985 - Dec 2002
+1.80%
Nov 2005 - Oct 2023
0.00%
0 out of 255
US Inflation Adjusted +2.78% +5.51%
Jan 1985 - Dec 2002
-0.63%
Nov 2005 - Oct 2023
7.45%
19 out of 255
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 +5.44% +8.47%
Jan 1985 - Dec 2003
+1.79%
Nov 2004 - Oct 2023
0.00%
0 out of 243
US Inflation Adjusted +2.98% +5.30%
Jan 1985 - Dec 2003
-0.74%
Nov 2004 - Oct 2023
7.82%
19 out of 243
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 +5.42% +8.27%
Jan 1985 - Dec 2004
+1.96%
Nov 2003 - Oct 2023
0.00%
0 out of 231
US Inflation Adjusted +2.97% +5.08%
Jan 1985 - Dec 2004
-0.61%
Nov 2003 - Oct 2023
7.79%
18 out of 231
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 MBS (MBB) ETF: Historical Returns page.