Consolidated Returns as of 30 June 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 (~6 years), the longest period with a negative return lasted 44 months (from September 2020 to April 2024).
This means that every rolling period of 45 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.22% |
+94.05%
Apr 2020 - Mar 2021 |
-44.54%
Nov 2021 - Oct 2022 |
30.91%
17 out of 55 |
US Inflation Adjusted | +11.82% |
+89.10%
Apr 2020 - Mar 2021 |
-48.53%
Nov 2021 - Oct 2022 |
34.55%
19 out of 55 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.76% |
+41.47%
Jan 2019 - Dec 2020 |
-18.72%
Jan 2021 - Dec 2022 |
48.84%
21 out of 43 |
US Inflation Adjusted | -3.31% |
+38.96%
Jan 2019 - Dec 2020 |
-23.89%
Jan 2021 - Dec 2022 |
53.49%
23 out of 43 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.28% |
+28.64%
Jan 2019 - Dec 2021 |
-8.50%
Mar 2021 - Feb 2024 |
38.71%
12 out of 31 |
US Inflation Adjusted | -1.59% |
+24.20%
Jan 2019 - Dec 2021 |
-13.41%
Mar 2021 - Feb 2024 |
67.74%
21 out of 31 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.27% |
+12.60%
Apr 2020 - Mar 2024 |
+4.16%
Jul 2020 - Jun 2024 |
0.00%
0 out of 19 |
US Inflation Adjusted | +2.84% |
+7.37%
Apr 2020 - Mar 2024 |
-0.85%
Jul 2020 - Jun 2024 |
10.53%
2 out of 19 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.09% |
+12.51%
Jan 2019 - Dec 2023 |
+5.76%
May 2019 - Apr 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | +3.74% |
+8.10%
Jan 2019 - Dec 2023 |
+1.52%
May 2019 - Apr 2024 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the iShares Robotics and Artificial Intelligence ETF (IRBO) ETF: Historical Returns page.