Consolidated Returns as of 30 June 2024
Holding the iShares Nasdaq 100 (SXRV.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~54 years), the longest period with a negative return lasted 216 months (from April 2000 to March 2018).
This means that every rolling period of 217 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Nasdaq 100 (SXRV.DE) 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 21.39% (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 | +15.36% |
+157.13%
Mar 1999 - Feb 2000 |
-68.34%
Oct 2000 - Sep 2001 |
28.53%
180 out of 631 |
Euro Inflation Adjusted | +11.88% |
+152.26%
Mar 1999 - Feb 2000 |
-69.02%
Oct 2000 - Sep 2001 |
30.74%
194 out of 631 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.84% |
+114.44%
Sep 1998 - Aug 2000 |
-54.27%
Oct 2000 - Sep 2002 |
19.06%
118 out of 619 |
Euro Inflation Adjusted | +9.65% |
+111.11%
Sep 1998 - Aug 2000 |
-55.26%
Sep 2000 - Aug 2002 |
23.75%
147 out of 619 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.12% |
+89.44%
Apr 1997 - Mar 2000 |
-41.34%
Apr 2000 - Mar 2003 |
18.62%
113 out of 607 |
Euro Inflation Adjusted | +10.69% |
+86.94%
Apr 1997 - Mar 2000 |
-42.69%
Apr 2000 - Mar 2003 |
22.08%
134 out of 607 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.06% |
+75.89%
Apr 1996 - Mar 2000 |
-29.70%
Sep 2000 - Aug 2004 |
19.33%
115 out of 595 |
Euro Inflation Adjusted | +11.85% |
+73.48%
Apr 1996 - Mar 2000 |
-31.22%
Sep 2000 - Aug 2004 |
23.03%
137 out of 595 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.30% |
+69.14%
Apr 1995 - Mar 2000 |
-24.29%
Apr 2000 - Mar 2005 |
17.67%
103 out of 583 |
Euro Inflation Adjusted | +12.25% |
+66.47%
Apr 1995 - Mar 2000 |
-25.91%
Apr 2000 - Mar 2005 |
23.16%
135 out of 583 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.44% |
+55.38%
Sep 1994 - Aug 2000 |
-19.64%
Sep 2000 - Aug 2006 |
13.66%
78 out of 571 |
Euro Inflation Adjusted | +11.16% |
+52.71%
Sep 1994 - Aug 2000 |
-21.38%
Sep 2000 - Aug 2006 |
19.79%
113 out of 571 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.55% |
+48.07%
Apr 1993 - Mar 2000 |
-16.23%
Apr 2000 - Mar 2007 |
12.52%
70 out of 559 |
Euro Inflation Adjusted | +11.33% |
+45.25%
Apr 1993 - Mar 2000 |
-18.00%
Apr 2000 - Mar 2007 |
16.64%
93 out of 559 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.38% |
+47.45%
Sep 1992 - Aug 2000 |
-16.04%
Apr 2000 - Mar 2008 |
9.51%
52 out of 547 |
Euro Inflation Adjusted | +11.13% |
+44.43%
Sep 1992 - Aug 2000 |
-17.95%
Apr 2000 - Mar 2008 |
13.89%
76 out of 547 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.83% |
+43.05%
Jan 1991 - Dec 1999 |
-16.33%
Mar 2000 - Feb 2009 |
7.66%
41 out of 535 |
Euro Inflation Adjusted | +11.06% |
+39.64%
Jan 1991 - Dec 1999 |
-18.07%
Mar 2000 - Feb 2009 |
11.21%
60 out of 535 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.26% |
+41.21%
Sep 1990 - Aug 2000 |
-11.18%
Mar 2000 - Feb 2010 |
7.84%
41 out of 523 |
Euro Inflation Adjusted | +10.75% |
+37.79%
Sep 1990 - Aug 2000 |
-12.92%
Mar 2000 - Feb 2010 |
10.90%
57 out of 523 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.27% |
+35.30%
Mar 1989 - Feb 2000 |
-11.54%
Sep 2000 - Aug 2011 |
8.81%
45 out of 511 |
Euro Inflation Adjusted | +10.85% |
+31.92%
Mar 1989 - Feb 2000 |
-13.33%
Sep 2000 - Aug 2011 |
11.15%
57 out of 511 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.30% |
+34.02%
Apr 1988 - Mar 2000 |
-8.08%
Mar 2000 - Feb 2012 |
6.21%
31 out of 499 |
Euro Inflation Adjusted | +10.46% |
+30.65%
Apr 1988 - Mar 2000 |
-9.97%
Mar 2000 - Feb 2012 |
9.22%
46 out of 499 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.02% |
+30.23%
Nov 1987 - Oct 2000 |
-6.94%
Mar 2000 - Feb 2013 |
5.34%
26 out of 487 |
Euro Inflation Adjusted | +10.49% |
+27.01%
Nov 1987 - Oct 2000 |
-8.84%
Apr 2000 - Mar 2013 |
8.21%
40 out of 487 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.10% |
+27.97%
Sep 1986 - Aug 2000 |
-5.18%
Apr 2000 - Mar 2014 |
4.42%
21 out of 475 |
Euro Inflation Adjusted | +10.39% |
+25.08%
Mar 1986 - Feb 2000 |
-7.06%
Apr 2000 - Mar 2014 |
5.89%
28 out of 475 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.17% |
+25.72%
Sep 1985 - Aug 2000 |
-2.29%
Sep 2000 - Aug 2015 |
2.38%
11 out of 463 |
Euro Inflation Adjusted | +10.61% |
+23.03%
Sep 1985 - Aug 2000 |
-4.03%
Sep 2000 - Aug 2015 |
5.18%
24 out of 463 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.84% |
+25.99%
Apr 1984 - Mar 2000 |
-1.96%
Apr 2000 - Mar 2016 |
2.44%
11 out of 451 |
Euro Inflation Adjusted | +10.19% |
+23.35%
Apr 1984 - Mar 2000 |
-3.66%
Apr 2000 - Mar 2016 |
2.66%
12 out of 451 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.48% |
+24.51%
Mar 1983 - Feb 2000 |
-0.38%
Sep 2000 - Aug 2017 |
0.68%
3 out of 439 |
Euro Inflation Adjusted | +9.98% |
+21.87%
Mar 1983 - Feb 2000 |
-2.05%
Sep 2000 - Aug 2017 |
2.51%
11 out of 439 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.98% |
+26.37%
Apr 1982 - Mar 2000 |
-0.05%
Apr 2000 - Mar 2018 |
0.23%
1 out of 427 |
Euro Inflation Adjusted | +9.41% |
+23.54%
Apr 1982 - Mar 2000 |
-1.74%
Apr 2000 - Mar 2018 |
1.64%
7 out of 427 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.36% |
+24.99%
Mar 1981 - Feb 2000 |
+1.03%
Mar 2000 - Feb 2019 |
0.00%
0 out of 415 |
Euro Inflation Adjusted | +8.99% |
+21.99%
Mar 1981 - Feb 2000 |
-0.62%
Mar 2000 - Feb 2019 |
0.96%
4 out of 415 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.29% |
+27.15%
Apr 1980 - Mar 2000 |
+1.60%
Apr 2000 - Mar 2020 |
0.00%
0 out of 403 |
Euro Inflation Adjusted | +8.88% |
+23.92%
Apr 1980 - Mar 2000 |
-0.05%
Apr 2000 - Mar 2020 |
0.25%
1 out of 403 |
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To obtain comprehensive information, please consult the iShares Nasdaq 100 (SXRV.DE) ETF: Historical Returns page.