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

Time Period: from January 2019 to November 2024 (~6 years)
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When holding the iShares Robotics and Artificial Intelligence ETF (IRBO) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~6 years), the longest duration with a negative return was 47 months (from December 2020 to October 2024).

This indicates that, within the same timeframe, any rolling period of 48 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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
Time Period: 1 December 2019 - 30 November 2024 (5 Years)
Time Period: 1 January 2019 - 30 November 2024 (~6 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE ETF (IRBO) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2019 - 30 November 2024 (~6 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-44.54%
Nov 2021 - Oct 2022
+14.05% +94.05%
Apr 2020 - Mar 2021
30.00%
18 out of 60
-48.53%
Nov 2021 - Oct 2022
+10.34% +89.10%
Apr 2020 - Mar 2021
33.33%
20 out of 60
-18.72%
Jan 2021 - Dec 2022
+5.63% +41.47%
Jan 2019 - Dec 2020
43.75%
21 out of 48
-23.89%
Jan 2021 - Dec 2022
+1.42% +38.96%
Jan 2019 - Dec 2020
47.92%
23 out of 48
-8.50%
Mar 2021 - Feb 2024
+0.16% +28.64%
Jan 2019 - Dec 2021
47.22%
17 out of 36
-13.41%
Mar 2021 - Feb 2024
-4.63% +24.20%
Jan 2019 - Dec 2021
72.22%
26 out of 36
+0.73%
Dec 2020 - Nov 2024
+6.88% +12.60%
Apr 2020 - Mar 2024
0.00%
0 out of 24
-4.02%
Dec 2020 - Nov 2024
+1.82% +7.37%
Apr 2020 - Mar 2024
29.17%
7 out of 24
+5.76%
May 2019 - Apr 2024
+7.80% +12.51%
Jan 2019 - Dec 2023
0.00%
0 out of 12
+1.52%
May 2019 - Apr 2024
+3.47% +8.10%
Jan 2019 - Dec 2023
0.00%
0 out of 12
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