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

Data Source: from January 2019 to March 2024 (~5 years)
Consolidated Returns as of 31 March 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 April 2019 - 31 March 2024 (5 Years)
Data Source: 1 January 2019 - 31 March 2024 (~5 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +17.82% +94.05%
Apr 2020 - Mar 2021
-44.54%
Nov 2021 - Oct 2022
32.69%
17 out of 52
US Inflation Adjusted +13.59% +89.10%
Apr 2020 - Mar 2021
-48.53%
Nov 2021 - Oct 2022
34.62%
18 out of 52
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 -3.65% +41.47%
Jan 2019 - Dec 2020
-18.72%
Jan 2021 - Dec 2022
52.50%
21 out of 40
US Inflation Adjusted -9.43% +38.96%
Jan 2019 - Dec 2020
-23.89%
Jan 2021 - Dec 2022
57.50%
23 out of 40
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 +4.57% +28.64%
Jan 2019 - Dec 2021
-8.50%
Mar 2021 - Feb 2024
32.14%
9 out of 28
US Inflation Adjusted -1.01% +24.20%
Jan 2019 - Dec 2021
-13.41%
Mar 2021 - Feb 2024
64.29%
18 out of 28
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 +7.51% +12.60%
Apr 2020 - Mar 2024
+4.34%
May 2019 - Apr 2023
0.00%
0 out of 16
US Inflation Adjusted +2.95% +7.37%
Apr 2020 - Mar 2024
-0.04%
May 2019 - Apr 2023
6.25%
1 out of 16
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 +8.09% +12.52%
Jan 2019 - Dec 2023
+7.81%
Mar 2019 - Feb 2024
0.00%
0 out of 4
US Inflation Adjusted +3.75% +8.10%
Jan 2019 - Dec 2023
+3.47%
Mar 2019 - Feb 2024
0.00%
0 out of 4
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.