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.
Annualized Rolling Returns - 1 Year (12 months)
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 |
Annualized Rolling Returns - 2 Years (24 months)
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 |
Annualized Rolling Returns - 3 Years (36 months)
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 |
Annualized Rolling Returns - 4 Years (48 months)
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 |
Annualized Rolling Returns - 5 Years (60 months)
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 |
To obtain comprehensive information, please consult the iShares Robotics and Artificial Intelligence ETF (IRBO) ETF: Historical Returns page.