iShares Micro-Cap (IWC): Rolling Returns

Data Source: from January 1972 to April 2024 (~52 years)
Consolidated Returns as of 30 April 2024

Holding the iShares Micro-Cap (IWC) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~52 years), the longest period with a negative return lasted 92 months (from February 2004 to September 2011).

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 Micro-Cap (IWC) 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 MICRO-CAP (IWC) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 5.60% (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 MICRO-CAP (IWC) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1972 - 30 April 2024 (~52 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.37% +121.52%
Apr 2020 - Mar 2021 		-47.47%
Mar 2008 - Feb 2009 		27.71%
171 out of 617
US Inflation Adjusted +10.44% +115.87%
Apr 2020 - Mar 2021 		-47.47%
Mar 2008 - Feb 2009 		31.60%
195 out of 617
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 +14.79% +58.15%
Jan 1975 - Dec 1976 		-34.68%
Mar 2007 - Feb 2009 		17.69%
107 out of 605
US Inflation Adjusted +11.02% +49.09%
Jan 1975 - Dec 1976 		-39.05%
Jan 1973 - Dec 1974 		24.96%
151 out of 605
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 +13.26% +47.88%
Jan 1975 - Dec 1977 		-23.53%
Mar 2006 - Feb 2009 		10.29%
61 out of 593
US Inflation Adjusted +10.03% +39.15%
Jan 1975 - Dec 1977 		-28.67%
Jan 1972 - Dec 1974 		15.68%
93 out of 593
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 +13.63% +46.55%
Oct 1974 - Sep 1978 		-14.46%
Mar 2005 - Feb 2009 		9.64%
56 out of 581
US Inflation Adjusted +10.36% +36.88%
Oct 1974 - Sep 1978 		-16.58%
Mar 2005 - Feb 2009 		16.52%
96 out of 581
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 +13.82% +43.67%
Jan 1975 - Dec 1979 		-10.81%
Mar 2004 - Feb 2009 		8.44%
48 out of 569
US Inflation Adjusted +10.88% +32.80%
Jan 1975 - Dec 1979 		-13.11%
Mar 2004 - Feb 2009 		16.17%
92 out of 569
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 +13.74% +43.29%
Jan 1975 - Dec 1980 		-3.03%
Oct 2005 - Sep 2011 		4.13%
23 out of 557
US Inflation Adjusted +10.51% +31.62%
Jan 1975 - Dec 1980 		-5.12%
Oct 2005 - Sep 2011 		10.95%
61 out of 557
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 +13.40% +35.46%
Jan 1975 - Dec 1981 		-0.60%
Jan 2005 - Dec 2011 		0.55%
3 out of 545
US Inflation Adjusted +10.25% +24.42%
Jan 1975 - Dec 1981 		-2.98%
Jan 2005 - Dec 2011 		5.32%
29 out of 545
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 +13.45% +34.49%
Jan 1975 - Dec 1982 		+1.67%
Jan 2004 - Dec 2011 		0.00%
0 out of 533
US Inflation Adjusted +9.86% +24.27%
Jan 1975 - Dec 1982 		-0.87%
Jan 2004 - Dec 2011 		2.06%
11 out of 533
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 +13.61% +35.06%
Jan 1975 - Dec 1983 		+2.13%
Mar 2007 - Feb 2016 		0.00%
0 out of 521
US Inflation Adjusted +8.89% +25.38%
Jan 1975 - Dec 1983 		+0.43%
Feb 2007 - Jan 2016 		0.00%
0 out of 521
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 +12.26% +30.19%
Jan 1975 - Dec 1984 		+2.39%
Mar 2006 - Feb 2016 		0.00%
0 out of 509
US Inflation Adjusted +8.86% +21.27%
Jan 1975 - Dec 1984 		+0.63%
Mar 2006 - Feb 2016 		0.00%
0 out of 509
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 +12.86% +29.65%
Jan 1975 - Dec 1985 		+3.86%
Mar 2005 - Feb 2016 		0.00%
0 out of 497
US Inflation Adjusted +9.13% +21.14%
Jan 1975 - Dec 1985 		+1.90%
Mar 2005 - Feb 2016 		0.00%
0 out of 497
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 +12.91% +27.58%
Jan 1975 - Dec 1986 		+3.99%
Mar 2004 - Feb 2016 		0.00%
0 out of 485
US Inflation Adjusted +8.95% +19.77%
Jan 1975 - Dec 1986 		+1.93%
Mar 2004 - Feb 2016 		0.00%
0 out of 485
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 +12.81% +26.76%
Oct 1974 - Sep 1987 		+2.22%
Apr 2007 - Mar 2020 		0.00%
0 out of 473
US Inflation Adjusted +8.69% +19.03%
Oct 1974 - Sep 1987 		+0.43%
Apr 2007 - Mar 2020 		0.00%
0 out of 473
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 +12.62% +24.17%
Jan 1975 - Dec 1988 		+2.15%
Apr 2006 - Mar 2020 		0.00%
0 out of 461
US Inflation Adjusted +8.94% +18.69%
Jan 1991 - Dec 2004 		+0.29%
Apr 2006 - Mar 2020 		0.00%
0 out of 461
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 +12.90% +23.21%
Oct 1974 - Sep 1989 		+3.83%
Apr 2005 - Mar 2020 		0.00%
0 out of 449
US Inflation Adjusted +9.16% +17.49%
Dec 1990 - Nov 2005 		+1.84%
Apr 2005 - Mar 2020 		0.00%
0 out of 449
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 +12.98% +20.33%
Nov 1990 - Oct 2006 		+3.56%
Apr 2004 - Mar 2020 		0.00%
0 out of 437
US Inflation Adjusted +9.35% +17.26%
Nov 1990 - Oct 2006 		+1.50%
Apr 2004 - Mar 2020 		0.00%
0 out of 437
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 +13.13% +21.07%
Jan 1975 - Dec 1991 		+4.17%
Nov 2006 - Oct 2023 		0.00%
0 out of 425
US Inflation Adjusted +9.55% +16.18%
Nov 1990 - Oct 2007 		+1.62%
Nov 2006 - Oct 2023 		0.00%
0 out of 425
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 +12.89% +21.20%
Jan 1975 - Dec 1992 		+4.79%
Nov 2005 - Oct 2023 		0.00%
0 out of 413
US Inflation Adjusted +9.72% +14.60%
Jan 1975 - Dec 1992 		+2.29%
Nov 2005 - Oct 2023 		0.00%
0 out of 413
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 +13.33% +21.19%
Jan 1975 - Dec 1993 		+5.16%
Nov 2004 - Oct 2023 		0.00%
0 out of 401
US Inflation Adjusted +9.87% +14.76%
Jan 1975 - Dec 1993 		+2.55%
Nov 2004 - Oct 2023 		0.00%
0 out of 401
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 +13.29% +20.22%
Jan 1975 - Dec 1994 		+5.57%
Nov 2003 - Oct 2023 		0.00%
0 out of 389
US Inflation Adjusted +10.02% +14.00%
Jan 1975 - Dec 1994 		+2.92%
Nov 2003 - Oct 2023 		0.00%
0 out of 389
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 Micro-Cap (IWC) ETF: Historical Returns page.