Consolidated Returns as of 30 June 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 (~53 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
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The annualized return of the last 10 years has been 5.38% (updated at Jun 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.37% |
+121.52%
Apr 2020 - Mar 2021 |
-47.47%
Mar 2008 - Feb 2009 |
27.63%
171 out of 619 |
US Inflation Adjusted | +10.44% |
+115.87%
Apr 2020 - Mar 2021 |
-47.47%
Mar 2008 - Feb 2009 |
31.50%
195 out of 619 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.69% |
+58.15%
Jan 1975 - Dec 1976 |
-34.68%
Mar 2007 - Feb 2009 |
17.63%
107 out of 607 |
US Inflation Adjusted | +10.94% |
+49.09%
Jan 1975 - Dec 1976 |
-39.05%
Jan 1973 - Dec 1974 |
25.04%
152 out of 607 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.24% |
+47.88%
Jan 1975 - Dec 1977 |
-23.53%
Mar 2006 - Feb 2009 |
10.59%
63 out of 595 |
US Inflation Adjusted | +9.97% |
+39.15%
Jan 1975 - Dec 1977 |
-28.67%
Jan 1972 - Dec 1974 |
15.97%
95 out of 595 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.58% |
+46.55%
Oct 1974 - Sep 1978 |
-14.46%
Mar 2005 - Feb 2009 |
9.61%
56 out of 583 |
US Inflation Adjusted | +10.29% |
+36.88%
Oct 1974 - Sep 1978 |
-16.58%
Mar 2005 - Feb 2009 |
16.47%
96 out of 583 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.81% |
+43.67%
Jan 1975 - Dec 1979 |
-10.81%
Mar 2004 - Feb 2009 |
8.41%
48 out of 571 |
US Inflation Adjusted | +10.85% |
+32.80%
Jan 1975 - Dec 1979 |
-13.11%
Mar 2004 - Feb 2009 |
16.11%
92 out of 571 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.71% |
+43.29%
Jan 1975 - Dec 1980 |
-3.03%
Oct 2005 - Sep 2011 |
4.11%
23 out of 559 |
US Inflation Adjusted | +10.51% |
+31.62%
Jan 1975 - Dec 1980 |
-5.12%
Oct 2005 - Sep 2011 |
11.27%
63 out of 559 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.39% |
+35.46%
Jan 1975 - Dec 1981 |
-0.60%
Jan 2005 - Dec 2011 |
0.55%
3 out of 547 |
US Inflation Adjusted | +10.23% |
+24.42%
Jan 1975 - Dec 1981 |
-2.98%
Jan 2005 - Dec 2011 |
5.30%
29 out of 547 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.42% |
+34.49%
Jan 1975 - Dec 1982 |
+1.67%
Jan 2004 - Dec 2011 |
0.00%
0 out of 535 |
US Inflation Adjusted | +9.85% |
+24.27%
Jan 1975 - Dec 1982 |
-0.87%
Jan 2004 - Dec 2011 |
2.06%
11 out of 535 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.60% |
+35.06%
Jan 1975 - Dec 1983 |
+2.13%
Mar 2007 - Feb 2016 |
0.00%
0 out of 523 |
US Inflation Adjusted | +8.81% |
+25.38%
Jan 1975 - Dec 1983 |
+0.43%
Feb 2007 - Jan 2016 |
0.00%
0 out of 523 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.23% |
+30.19%
Jan 1975 - Dec 1984 |
+2.39%
Mar 2006 - Feb 2016 |
0.00%
0 out of 511 |
US Inflation Adjusted | +8.85% |
+21.27%
Jan 1975 - Dec 1984 |
+0.63%
Mar 2006 - Feb 2016 |
0.00%
0 out of 511 |
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Annualized Rolling Returns - 11 Years (132 months)
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 499 |
US Inflation Adjusted | +9.07% |
+21.14%
Jan 1975 - Dec 1985 |
+1.90%
Mar 2005 - Feb 2016 |
0.00%
0 out of 499 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.89% |
+27.58%
Jan 1975 - Dec 1986 |
+3.99%
Mar 2004 - Feb 2016 |
0.00%
0 out of 487 |
US Inflation Adjusted | +8.94% |
+19.77%
Jan 1975 - Dec 1986 |
+1.93%
Mar 2004 - Feb 2016 |
0.00%
0 out of 487 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.73% |
+26.76%
Oct 1974 - Sep 1987 |
+2.22%
Apr 2007 - Mar 2020 |
0.00%
0 out of 475 |
US Inflation Adjusted | +8.68% |
+19.03%
Oct 1974 - Sep 1987 |
+0.43%
Apr 2007 - Mar 2020 |
0.00%
0 out of 475 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.61% |
+24.17%
Jan 1975 - Dec 1988 |
+2.15%
Apr 2006 - Mar 2020 |
0.00%
0 out of 463 |
US Inflation Adjusted | +8.93% |
+18.69%
Jan 1991 - Dec 2004 |
+0.29%
Apr 2006 - Mar 2020 |
0.00%
0 out of 463 |
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Annualized Rolling Returns - 15 Years (180 months)
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 451 |
US Inflation Adjusted | +9.12% |
+17.49%
Dec 1990 - Nov 2005 |
+1.84%
Apr 2005 - Mar 2020 |
0.00%
0 out of 451 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.97% |
+20.33%
Nov 1990 - Oct 2006 |
+3.56%
Apr 2004 - Mar 2020 |
0.00%
0 out of 439 |
US Inflation Adjusted | +9.34% |
+17.26%
Nov 1990 - Oct 2006 |
+1.50%
Apr 2004 - Mar 2020 |
0.00%
0 out of 439 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.12% |
+21.07%
Jan 1975 - Dec 1991 |
+4.16%
Nov 2006 - Oct 2023 |
0.00%
0 out of 427 |
US Inflation Adjusted | +9.54% |
+16.18%
Nov 1990 - Oct 2007 |
+1.62%
Nov 2006 - Oct 2023 |
0.00%
0 out of 427 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.85% |
+21.20%
Jan 1975 - Dec 1992 |
+4.79%
Nov 2005 - Oct 2023 |
0.00%
0 out of 415 |
US Inflation Adjusted | +9.70% |
+14.60%
Jan 1975 - Dec 1992 |
+2.29%
Nov 2005 - Oct 2023 |
0.00%
0 out of 415 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.31% |
+21.19%
Jan 1975 - Dec 1993 |
+5.16%
Nov 2004 - Oct 2023 |
0.00%
0 out of 403 |
US Inflation Adjusted | +9.85% |
+14.76%
Jan 1975 - Dec 1993 |
+2.55%
Nov 2004 - Oct 2023 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 20 Years (240 months)
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 391 |
US Inflation Adjusted | +9.99% |
+14.00%
Jan 1975 - Dec 1994 |
+2.92%
Nov 2003 - Oct 2023 |
0.00%
0 out of 391 |
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To obtain comprehensive information, please consult the iShares Micro-Cap (IWC) ETF: Historical Returns page.