iShares Micro-Cap (IWC): Rolling Returns

Data Source: from January 1972 to February 2024 (~52 years)
Consolidated Returns as of 29 February 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 February 2024

The annualized return of the last 10 years has been 5.48% (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 MICRO-CAP (IWC) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1972 - 29 February 2024 (~52 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 -47.47 03/2008
02/2009
0.52$ -10.92 0.89$ 12.79 1.12$ 33.26 1.33$ 121.52 04/2020
03/2021
2.21$ 4.65 28.08%
2Y -34.68 03/2007
02/2009
0.42$ -4.59 0.91$ 12.74 1.27$ 25.78 1.58$ 46.85 03/2009
02/2011
2.15$ -2.28 19.88%
3Y -23.53 03/2006
02/2009
0.44$ 1.88 1.05$ 11.74 1.39$ 22.14 1.82$ 36.64 04/2003
03/2006
2.55$ -5.18 12.00%
4Y -14.46 03/2005
02/2009
0.53$ 1.50 1.06$ 12.00 1.57$ 22.75 2.27$ 29.39 01/2001
12/2004
2.80$ 8.88 12.46%
5Y -10.81 03/2004
02/2009
0.56$ -0.17 0.99$ 12.40 1.79$ 20.86 2.57$ 29.38 04/1999
03/2004
3.62$ 5.53 15.95%
6Y -3.03 10/2005
09/2011
0.83$ 1.83 1.11$ 11.94 1.96$ 19.16 2.86$ 24.42 01/1999
12/2004
3.71$ 4.95 7.96%
7Y -0.60 01/2005
12/2011
0.95$ 3.92 1.30$ 10.80 2.04$ 18.03 3.19$ 24.79 04/1999
03/2006
4.71$ 6.05 1.08%
8Y 1.67 01/2004
12/2011
1.14$ 4.73 1.44$ 9.64 2.08$ 17.92 3.73$ 21.57 04/1999
03/2007
4.77$ 9.33 0.00%
9Y 2.13 03/2007
02/2016
1.20$ 5.04 1.55$ 9.68 2.29$ 17.68 4.32$ 22.37 02/1995
01/2004
6.15$ 6.05 0.00%
10Y 2.39 03/2006
02/2016
1.26$ 5.92 1.77$ 9.66 2.51$ 17.87 5.17$ 21.62 01/1995
12/2004
7.07$ 5.48 0.00%
11Y 3.86 03/2005
02/2016
1.51$ 6.00 1.89$ 9.77 2.78$ 15.47 4.86$ 20.63 04/1995
03/2006
7.87$ 8.36 0.00%
12Y 3.99 03/2004
02/2016
1.59$ 6.02 2.01$ 9.48 2.96$ 13.87 4.75$ 19.61 04/1994
03/2006
8.57$ 8.88 0.00%
13Y 2.22 04/2007
03/2020
1.32$ 6.36 2.22$ 10.11 3.49$ 12.06 4.39$ 18.56 07/1994
06/2007
9.14$ 7.89 0.00%
14Y 2.15 04/2006
03/2020
1.34$ 6.91 2.54$ 10.02 3.80$ 11.68 4.69$ 15.22 06/1994
05/2008
7.27$ 9.43 0.00%
15Y 3.83 04/2005
03/2020
1.75$ 6.12 2.43$ 10.07 4.21$ 11.98 5.46$ 13.63 04/1999
03/2014
6.79$ 12.41 0.00%
16Y 3.56 04/2004
03/2020
1.75$ 5.95 2.52$ 10.49 4.93$ 11.97 6.09$ 13.45 01/1995
12/2010
7.52$ 7.19 0.00%
17Y 4.17 11/2006
10/2023
2.00$ 6.82 3.07$ 10.68 5.61$ 11.85 6.70$ 13.19 05/1994
04/2011
8.22$ 5.46 0.00%
18Y 4.79 11/2005
10/2023
2.32$ 6.79 3.26$ 10.64 6.17$ 12.11 7.83$ 12.83 12/1995
11/2013
8.78$ 5.42 0.00%
19Y 5.16 11/2004
10/2023
2.59$ 7.78 4.15$ 10.74 6.94$ 12.28 9.03$ 13.86 01/1995
12/2013
11.77$ 6.13 0.00%
20Y 5.57 11/2003
10/2023
2.95$ 9.00 5.60$ 10.87 7.87$ 12.37 10.29$ 13.44 07/1994
06/2014
12.44$ 6.10 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 -47.47 03/2008
02/2009
0.52$ -13.20 0.86$ 10.11 1.10$ 30.48 1.30$ 115.87 04/2020
03/2021
2.15$ 1.89 32.09%
2Y -35.99 03/2007
02/2009
0.40$ -6.26 0.87$ 9.15 1.19$ 22.60 1.50$ 43.78 03/2009
02/2011
2.06$ -6.33 22.85%
3Y -25.16 03/2006
02/2009
0.41$ -1.03 0.96$ 9.00 1.29$ 19.73 1.71$ 33.19 04/2001
03/2004
2.36$ -10.14 16.62%
4Y -16.58 03/2005
02/2009
0.48$ -1.45 0.94$ 9.98 1.46$ 19.88 2.06$ 26.41 01/2001
12/2004
2.55$ 4.15 18.85%
5Y -13.11 03/2004
02/2009
0.49$ -2.82 0.86$ 10.32 1.63$ 17.92 2.27$ 26.13 04/1999
03/2004
3.19$ 1.37 20.93%
6Y -5.12 10/2005
09/2011
0.72$ -0.74 0.95$ 9.77 1.74$ 16.43 2.49$ 21.28 01/1999
12/2004
3.18$ 1.24 17.99%
7Y -2.98 01/2005
12/2011
0.80$ 1.36 1.09$ 9.03 1.83$ 15.01 2.66$ 21.41 04/1999
03/2006
3.88$ 2.50 8.30%
8Y -0.87 01/2004
12/2011
0.93$ 2.49 1.21$ 7.63 1.80$ 15.18 3.09$ 18.53 02/1996
01/2004
3.89$ 5.76 4.15%
9Y 0.43 02/2007
01/2016
1.03$ 2.70 1.27$ 7.36 1.89$ 14.86 3.47$ 19.50 02/1995
01/2004
4.96$ 2.86 0.00%
10Y 0.63 03/2006
02/2016
1.06$ 3.72 1.44$ 7.37 2.03$ 14.84 3.99$ 18.68 01/1995
12/2004
5.54$ 2.63 0.00%
11Y 1.90 03/2005
02/2016
1.22$ 4.02 1.54$ 7.20 2.14$ 12.53 3.66$ 17.62 04/1995
03/2006
5.95$ 5.59 0.00%
12Y 1.93 03/2004
02/2016
1.25$ 4.06 1.61$ 6.89 2.22$ 11.22 3.58$ 16.60 04/1994
03/2006
6.31$ 6.15 0.00%
13Y 0.43 04/2007
03/2020
1.05$ 4.41 1.75$ 7.55 2.57$ 9.45 3.23$ 15.52 07/1994
06/2007
6.52$ 5.15 0.00%
14Y 0.29 04/2006
03/2020
1.04$ 4.73 1.90$ 7.48 2.74$ 9.16 3.41$ 12.16 06/1994
05/2008
4.98$ 6.70 0.00%
15Y 1.84 04/2005
03/2020
1.31$ 3.92 1.78$ 7.64 3.01$ 9.32 3.80$ 10.94 04/1999
03/2014
4.74$ 9.63 0.00%
16Y 1.50 04/2004
03/2020
1.26$ 3.78 1.81$ 8.04 3.44$ 9.42 4.22$ 10.75 01/1995
12/2010
5.12$ 4.71 0.00%
17Y 1.62 11/2006
10/2023
1.31$ 4.65 2.16$ 8.30 3.88$ 9.37 4.58$ 10.43 05/1994
04/2011
5.40$ 2.91 0.00%
18Y 2.29 11/2005
10/2023
1.50$ 4.28 2.12$ 8.34 4.22$ 9.58 5.19$ 10.23 03/1996
02/2014
5.76$ 2.87 0.00%
19Y 2.55 11/2004
10/2023
1.61$ 5.11 2.57$ 8.41 4.64$ 9.77 5.87$ 11.21 01/1995
12/2013
7.53$ 3.50 0.00%
20Y 2.92 11/2003
10/2023
1.77$ 6.45 3.49$ 8.52 5.13$ 9.96 6.67$ 10.79 07/1994
06/2014
7.76$ 3.44 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 -47.47 03/2008
02/2009
0.52$ -11.48 0.88$ 14.37 1.14$ 36.37 1.36$ 121.52 04/2020
03/2021
2.21$ 4.65 27.80%
2Y -34.68 03/2007
02/2009
0.42$ -1.57 0.96$ 14.79 1.31$ 30.04 1.69$ 58.15 01/1975
12/1976
2.50$ -2.28 17.41%
3Y -23.53 03/2006
02/2009
0.44$ 4.03 1.12$ 13.41 1.45$ 27.28 2.06$ 47.88 01/1975
12/1977
3.23$ -5.18 9.98%
4Y -14.46 03/2005
02/2009
0.53$ 2.94 1.12$ 13.63 1.66$ 25.24 2.46$ 46.55 10/1974
09/1978
4.61$ 8.88 9.67%
5Y -10.81 03/2004
02/2009
0.56$ 3.52 1.18$ 13.82 1.91$ 23.98 2.92$ 43.67 01/1975
12/1979
6.12$ 5.53 8.47%
6Y -3.03 10/2005
09/2011
0.83$ 4.95 1.33$ 13.78 2.16$ 22.33 3.35$ 43.29 01/1975
12/1980
8.65$ 4.95 4.14%
7Y -0.60 01/2005
12/2011
0.95$ 5.97 1.50$ 13.47 2.42$ 21.88 3.99$ 35.46 01/1975
12/1981
8.37$ 6.05 0.55%
8Y 1.67 01/2004
12/2011
1.14$ 6.22 1.62$ 13.50 2.75$ 20.56 4.46$ 34.49 01/1975
12/1982
10.70$ 9.33 0.00%
9Y 2.13 03/2007
02/2016
1.20$ 6.69 1.79$ 13.61 3.15$ 19.59 5.00$ 35.06 01/1975
12/1983
14.95$ 6.05 0.00%
10Y 2.39 03/2006
02/2016
1.26$ 8.09 2.17$ 12.27 3.18$ 19.39 5.88$ 30.19 01/1975
12/1984
13.98$ 5.48 0.00%
11Y 3.86 03/2005
02/2016
1.51$ 7.99 2.32$ 12.89 3.79$ 19.40 7.03$ 29.65 01/1975
12/1985
17.39$ 8.36 0.00%
12Y 3.99 03/2004
02/2016
1.59$ 8.16 2.56$ 12.93 4.30$ 19.25 8.26$ 27.58 01/1975
12/1986
18.59$ 8.88 0.00%
13Y 2.22 04/2007
03/2020
1.32$ 8.85 3.01$ 12.84 4.80$ 18.92 9.50$ 26.76 10/1974
09/1987
21.81$ 7.89 0.00%
14Y 2.15 04/2006
03/2020
1.34$ 8.66 3.20$ 12.64 5.29$ 18.26 10.46$ 24.17 01/1975
12/1988
20.70$ 9.43 0.00%
15Y 3.83 04/2005
03/2020
1.75$ 9.29 3.78$ 12.91 6.17$ 17.61 11.39$ 23.21 10/1974
09/1989
22.88$ 12.41 0.00%
16Y 3.56 04/2004
03/2020
1.75$ 9.63 4.35$ 12.99 7.05$ 17.34 12.91$ 20.33 11/1990
10/2006
19.32$ 7.19 0.00%
17Y 4.17 11/2006
10/2023
2.00$ 10.03 5.07$ 13.15 8.16$ 16.94 14.31$ 21.07 01/1975
12/1991
25.80$ 5.46 0.00%
18Y 4.79 11/2005
10/2023
2.32$ 10.22 5.76$ 12.89 8.86$ 16.57 15.80$ 21.20 01/1975
12/1992
31.86$ 5.42 0.00%
19Y 5.16 11/2004
10/2023
2.59$ 10.41 6.56$ 13.34 10.79$ 16.49 18.17$ 21.19 01/1975
12/1993
38.54$ 6.13 0.00%
20Y 5.57 11/2003
10/2023
2.95$ 10.73 7.67$ 13.30 12.14$ 16.54 21.33$ 20.22 01/1975
12/1994
39.73$ 6.10 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 -47.47 03/2008
02/2009
0.52$ -14.66 0.85$ 10.44 1.10$ 31.15 1.31$ 115.87 04/2020
03/2021
2.15$ 1.89 31.71%
2Y -39.05 01/1973
12/1974
0.37$ -4.72 0.90$ 11.10 1.23$ 24.43 1.54$ 49.09 01/1975
12/1976
2.22$ -6.33 24.71%
3Y -28.67 01/1972
12/1974
0.36$ -0.08 0.99$ 10.03 1.33$ 21.54 1.79$ 39.15 01/1975
12/1977
2.69$ -10.14 15.40%
4Y -16.58 03/2005
02/2009
0.48$ -0.64 0.97$ 10.36 1.48$ 20.37 2.09$ 36.88 10/1974
09/1978
3.51$ 4.15 16.58%
5Y -13.11 03/2004
02/2009
0.49$ -0.75 0.96$ 10.88 1.67$ 18.77 2.36$ 32.80 01/1975
12/1979
4.13$ 1.37 16.23%
6Y -5.12 10/2005
09/2011
0.72$ 1.34 1.08$ 10.51 1.82$ 17.38 2.61$ 31.62 01/1975
12/1980
5.19$ 1.24 10.81%
7Y -2.98 01/2005
12/2011
0.80$ 2.69 1.20$ 10.30 1.98$ 16.25 2.86$ 24.42 01/1975
12/1981
4.61$ 2.50 5.34%
8Y -0.87 01/2004
12/2011
0.93$ 3.33 1.30$ 9.88 2.12$ 15.53 3.17$ 24.27 01/1975
12/1982
5.68$ 5.76 2.07%
9Y 0.43 02/2007
01/2016
1.03$ 3.97 1.42$ 8.91 2.15$ 15.53 3.66$ 25.38 01/1975
12/1983
7.65$ 2.86 0.00%
10Y 0.63 03/2006
02/2016
1.06$ 4.59 1.56$ 8.86 2.33$ 15.58 4.25$ 21.27 01/1975
12/1984
6.87$ 2.63 0.00%
11Y 1.90 03/2005
02/2016
1.22$ 5.30 1.76$ 9.15 2.61$ 14.95 4.62$ 21.14 01/1975
12/1985
8.24$ 5.59 0.00%
12Y 1.93 03/2004
02/2016
1.25$ 5.60 1.92$ 9.00 2.81$ 14.93 5.31$ 19.77 01/1975
12/1986
8.71$ 6.15 0.00%
13Y 0.43 04/2007
03/2020
1.05$ 6.34 2.22$ 8.75 2.97$ 14.31 5.69$ 19.03 10/1974
09/1987
9.62$ 5.15 0.00%
14Y 0.29 04/2006
03/2020
1.04$ 6.39 2.37$ 8.95 3.32$ 13.33 5.76$ 18.69 01/1991
12/2004
11.00$ 6.70 0.00%
15Y 1.84 04/2005
03/2020
1.31$ 6.81 2.68$ 9.16 3.72$ 12.43 5.79$ 17.49 12/1990
11/2005
11.21$ 9.63 0.00%
16Y 1.50 04/2004
03/2020
1.26$ 6.77 2.85$ 9.35 4.17$ 12.18 6.29$ 17.26 11/1990
10/2006
12.76$ 4.71 0.00%
17Y 1.62 11/2006
10/2023
1.31$ 7.19 3.25$ 9.56 4.71$ 12.01 6.87$ 16.18 11/1990
10/2007
12.80$ 2.91 0.00%
18Y 2.29 11/2005
10/2023
1.50$ 7.34 3.57$ 9.72 5.31$ 11.87 7.53$ 14.60 01/1975
12/1992
11.62$ 2.87 0.00%
19Y 2.55 11/2004
10/2023
1.61$ 7.67 4.06$ 9.88 5.98$ 11.81 8.33$ 14.76 01/1975
12/1993
13.67$ 3.50 0.00%
20Y 2.92 11/2003
10/2023
1.77$ 7.82 4.50$ 10.02 6.75$ 11.86 9.40$ 14.00 01/1975
12/1994
13.74$ 3.44 0.00%
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 +14.37% +121.52%
Apr 2020 - Mar 2021
-47.47%
Mar 2008 - Feb 2009
27.80%
171 out of 615
US Inflation Adjusted +10.44% +115.87%
Apr 2020 - Mar 2021
-47.47%
Mar 2008 - Feb 2009
31.71%
195 out of 615
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
17.41%
105 out of 603
US Inflation Adjusted +11.10% +49.09%
Jan 1975 - Dec 1976
-39.05%
Jan 1973 - Dec 1974
24.71%
149 out of 603
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 +13.41% +47.88%
Jan 1975 - Dec 1977
-23.53%
Mar 2006 - Feb 2009
9.98%
59 out of 591
US Inflation Adjusted +10.03% +39.15%
Jan 1975 - Dec 1977
-28.67%
Jan 1972 - Dec 1974
15.40%
91 out of 591
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
9.67%
56 out of 579
US Inflation Adjusted +10.36% +36.88%
Oct 1974 - Sep 1978
-16.58%
Mar 2005 - Feb 2009
16.58%
96 out of 579
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
8.47%
48 out of 567
US Inflation Adjusted +10.88% +32.80%
Jan 1975 - Dec 1979
-13.11%
Mar 2004 - Feb 2009
16.23%
92 out of 567
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 +13.78% +43.29%
Jan 1975 - Dec 1980
-3.03%
Oct 2005 - Sep 2011
4.14%
23 out of 555
US Inflation Adjusted +10.51% +31.62%
Jan 1975 - Dec 1980
-5.12%
Oct 2005 - Sep 2011
10.81%
60 out of 555
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 +13.47% +35.46%
Jan 1975 - Dec 1981
-0.60%
Jan 2005 - Dec 2011
0.55%
3 out of 543
US Inflation Adjusted +10.30% +24.42%
Jan 1975 - Dec 1981
-2.98%
Jan 2005 - Dec 2011
5.34%
29 out of 543
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 +13.50% +34.49%
Jan 1975 - Dec 1982
+1.67%
Jan 2004 - Dec 2011
0.00%
0 out of 531
US Inflation Adjusted +9.88% +24.27%
Jan 1975 - Dec 1982
-0.87%
Jan 2004 - Dec 2011
2.07%
11 out of 531
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 519
US Inflation Adjusted +8.91% +25.38%
Jan 1975 - Dec 1983
+0.43%
Feb 2007 - Jan 2016
0.00%
0 out of 519
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 +12.27% +30.19%
Jan 1975 - Dec 1984
+2.39%
Mar 2006 - Feb 2016
0.00%
0 out of 507
US Inflation Adjusted +8.86% +21.27%
Jan 1975 - Dec 1984
+0.63%
Mar 2006 - Feb 2016
0.00%
0 out of 507
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 +12.89% +29.65%
Jan 1975 - Dec 1985
+3.86%
Mar 2005 - Feb 2016
0.00%
0 out of 495
US Inflation Adjusted +9.15% +21.14%
Jan 1975 - Dec 1985
+1.90%
Mar 2005 - Feb 2016
0.00%
0 out of 495
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 +12.93% +27.58%
Jan 1975 - Dec 1986
+3.99%
Mar 2004 - Feb 2016
0.00%
0 out of 483
US Inflation Adjusted +9.00% +19.77%
Jan 1975 - Dec 1986
+1.93%
Mar 2004 - Feb 2016
0.00%
0 out of 483
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 +12.84% +26.76%
Oct 1974 - Sep 1987
+2.22%
Apr 2007 - Mar 2020
0.00%
0 out of 471
US Inflation Adjusted +8.75% +19.03%
Oct 1974 - Sep 1987
+0.43%
Apr 2007 - Mar 2020
0.00%
0 out of 471
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 +12.64% +24.17%
Jan 1975 - Dec 1988
+2.15%
Apr 2006 - Mar 2020
0.00%
0 out of 459
US Inflation Adjusted +8.95% +18.69%
Jan 1991 - Dec 2004
+0.29%
Apr 2006 - Mar 2020
0.00%
0 out of 459
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 +12.91% +23.21%
Oct 1974 - Sep 1989
+3.83%
Apr 2005 - Mar 2020
0.00%
0 out of 447
US Inflation Adjusted +9.16% +17.49%
Dec 1990 - Nov 2005
+1.84%
Apr 2005 - Mar 2020
0.00%
0 out of 447
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 +12.99% +20.33%
Nov 1990 - Oct 2006
+3.56%
Apr 2004 - Mar 2020
0.00%
0 out of 435
US Inflation Adjusted +9.35% +17.26%
Nov 1990 - Oct 2006
+1.50%
Apr 2004 - Mar 2020
0.00%
0 out of 435
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 +13.15% +21.07%
Jan 1975 - Dec 1991
+4.17%
Nov 2006 - Oct 2023
0.00%
0 out of 423
US Inflation Adjusted +9.56% +16.18%
Nov 1990 - Oct 2007
+1.62%
Nov 2006 - Oct 2023
0.00%
0 out of 423
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 411
US Inflation Adjusted +9.72% +14.60%
Jan 1975 - Dec 1992
+2.29%
Nov 2005 - Oct 2023
0.00%
0 out of 411
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 +13.34% +21.19%
Jan 1975 - Dec 1993
+5.16%
Nov 2004 - Oct 2023
0.00%
0 out of 399
US Inflation Adjusted +9.88% +14.76%
Jan 1975 - Dec 1993
+2.55%
Nov 2004 - Oct 2023
0.00%
0 out of 399
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 +13.30% +20.22%
Jan 1975 - Dec 1994
+5.57%
Nov 2003 - Oct 2023
0.00%
0 out of 387
US Inflation Adjusted +10.02% +14.00%
Jan 1975 - Dec 1994
+2.92%
Nov 2003 - Oct 2023
0.00%
0 out of 387
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.