iShares Robotics and Artificial Intelligence ETF (IRBO): Rolling Returns

Data Source: from January 2019 to January 2024 (~5 years)
Consolidated Returns as of 31 January 2024

Holding the iShares Robotics and Artificial Intelligence ETF (IRBO) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~5 years), the longest period with a negative return lasted 42 months (from May 2019 to October 2022).

This means that every rolling period of 43 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Robotics and Artificial Intelligence ETF (IRBO) ETF: Historical Returns page.

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 ROBOTICS AND ARTIFICIAL INTELLIGENCE ETF (IRBO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 January 2019 - 31 January 2024 (~5 years)
Inflation Adjusted:
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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 -44.54 11/2021
10/2022
0.55$ -32.95 0.67$ 18.65 1.18$ 46.68 1.46$ 94.05 04/2020
03/2021
1.94$ 9.99 34.69%
2Y -18.72 01/2021
12/2022
0.66$ -14.41 0.73$ -3.90 0.92$ 33.47 1.78$ 39.10 02/2019
01/2021
1.93$ -5.15 54.05%
3Y -8.19 02/2021
01/2024
0.77$ -3.36 0.90$ 4.69 1.14$ 9.94 1.32$ 18.52 02/2019
01/2022
1.66$ -8.19 28.00%
4Y 4.34 05/2019
04/2023
1.18$ 4.62 1.19$ 7.51 1.33$ 8.51 1.38$ 9.62 08/2019
07/2023
1.44$ 5.99 0.00%
5Y 8.41 02/2019
01/2024
1.49$ 8.41 1.49$ 8.41 1.49$ 8.41 1.49$ 8.41 02/2019
01/2024
1.49$ 8.41 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -48.53 11/2021
10/2022
0.51$ -38.17 0.61$ 15.48 1.15$ 44.99 1.44$ 89.10 04/2020
03/2021
1.89$ 6.68 36.73%
2Y -23.89 01/2021
12/2022
0.57$ -20.01 0.63$ -9.82 0.81$ 29.82 1.68$ 36.44 02/2019
01/2021
1.86$ -9.43 56.76%
3Y -13.11 02/2021
01/2024
0.65$ -8.56 0.76$ -0.90 0.97$ 5.20 1.16$ 14.19 02/2019
01/2022
1.48$ -13.11 64.00%
4Y -0.04 05/2019
04/2023
0.99$ 0.04 1.00$ 2.95 1.12$ 3.87 1.16$ 4.93 08/2019
07/2023
1.21$ 1.35 7.69%
5Y 4.08 02/2019
01/2024
1.22$ 4.08 1.22$ 4.08 1.22$ 4.08 1.22$ 4.08 02/2019
01/2024
1.22$ 4.08 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -44.54 11/2021
10/2022
0.55$ -30.50 0.69$ 18.65 1.18$ 46.68 1.46$ 94.05 04/2020
03/2021
1.94$ 9.99 34.00%
2Y -18.72 01/2021
12/2022
0.66$ -14.41 0.73$ -3.90 0.92$ 34.60 1.81$ 41.47 01/2019
12/2020
2.00$ -5.15 52.63%
3Y -8.19 02/2021
01/2024
0.77$ -3.36 0.90$ 4.69 1.14$ 13.28 1.45$ 28.64 01/2019
12/2021
2.12$ -8.19 26.92%
4Y 4.34 05/2019
04/2023
1.18$ 4.62 1.19$ 7.27 1.32$ 8.51 1.38$ 9.62 08/2019
07/2023
1.44$ 5.99 0.00%
5Y 8.41 02/2019
01/2024
1.49$ 8.41 1.49$ 8.41 1.49$ 12.52 1.80$ 12.52 01/2019
12/2023
1.80$ 8.41 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -48.53 11/2021
10/2022
0.51$ -35.80 0.64$ 15.48 1.15$ 44.99 1.44$ 89.10 04/2020
03/2021
1.89$ 6.68 36.00%
2Y -23.89 01/2021
12/2022
0.57$ -20.01 0.63$ -9.82 0.81$ 30.76 1.70$ 38.96 01/2019
12/2020
1.93$ -9.43 55.26%
3Y -13.11 02/2021
01/2024
0.65$ -8.56 0.76$ -0.90 0.97$ 7.57 1.24$ 24.20 01/2019
12/2021
1.91$ -13.11 61.54%
4Y -0.04 05/2019
04/2023
0.99$ 0.04 1.00$ 2.84 1.11$ 3.87 1.16$ 4.93 08/2019
07/2023
1.21$ 1.35 7.14%
5Y 4.08 02/2019
01/2024
1.22$ 4.08 1.22$ 4.08 1.22$ 8.10 1.47$ 8.10 01/2019
12/2023
1.47$ 4.08 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 +18.65% +94.05%
Apr 2020 - Mar 2021
-44.54%
Nov 2021 - Oct 2022
34.00%
17 out of 50
US Inflation Adjusted +15.48% +89.10%
Apr 2020 - Mar 2021
-48.53%
Nov 2021 - Oct 2022
36.00%
18 out of 50
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 -3.90% +41.47%
Jan 2019 - Dec 2020
-18.72%
Jan 2021 - Dec 2022
52.63%
20 out of 38
US Inflation Adjusted -9.82% +38.96%
Jan 2019 - Dec 2020
-23.89%
Jan 2021 - Dec 2022
55.26%
21 out of 38
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 +4.69% +28.64%
Jan 2019 - Dec 2021
-8.19%
Feb 2021 - Jan 2024
26.92%
7 out of 26
US Inflation Adjusted -0.90% +24.20%
Jan 2019 - Dec 2021
-13.11%
Feb 2021 - Jan 2024
61.54%
16 out of 26
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 +7.27% +9.62%
Aug 2019 - Jul 2023
+4.34%
May 2019 - Apr 2023
0.00%
0 out of 14
US Inflation Adjusted +2.84% +4.93%
Aug 2019 - Jul 2023
-0.04%
May 2019 - Apr 2023
7.14%
1 out of 14
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 +8.41% +12.52%
Jan 2019 - Dec 2023
+8.41%
Feb 2019 - Jan 2024
0.00%
0 out of 2
US Inflation Adjusted +4.08% +8.10%
Jan 2019 - Dec 2023
+4.08%
Feb 2019 - Jan 2024
0.00%
0 out of 2
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Robotics and Artificial Intelligence ETF (IRBO) ETF: Historical Returns page.