Consolidated Returns as of 30 April 2024
Holding the iShares Russell 1000 Growth (IWF) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~23 years), the longest period with a negative return lasted 132 months (from February 2001 to January 2012).
This means that every rolling period of 133 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Russell 1000 Growth (IWF) 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 | +12.56% |
+62.48%
Apr 2020 - Mar 2021 |
-40.14%
Mar 2008 - Feb 2009 |
19.70%
53 out of 269 |
US Inflation Adjusted | +10.13% |
+58.33%
Apr 2020 - Mar 2021 |
-40.38%
Dec 2007 - Nov 2008 |
25.65%
69 out of 269 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.67% |
+38.67%
Mar 2009 - Feb 2011 |
-28.08%
Feb 2001 - Jan 2003 |
18.68%
48 out of 257 |
US Inflation Adjusted | +8.16% |
+35.77%
Mar 2009 - Feb 2011 |
-29.48%
Feb 2001 - Jan 2003 |
22.96%
59 out of 257 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.44% |
+33.77%
Jan 2019 - Dec 2021 |
-13.46%
Mar 2006 - Feb 2009 |
16.33%
40 out of 245 |
US Inflation Adjusted | +10.30% |
+29.16%
Jan 2019 - Dec 2021 |
-15.31%
Mar 2006 - Feb 2009 |
18.78%
46 out of 245 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.56% |
+25.01%
Sep 2017 - Aug 2021 |
-8.35%
Mar 2005 - Feb 2009 |
12.02%
28 out of 233 |
US Inflation Adjusted | +10.51% |
+22.11%
Jan 2017 - Dec 2020 |
-10.62%
Mar 2005 - Feb 2009 |
21.03%
49 out of 233 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.71% |
+25.26%
Nov 2016 - Oct 2021 |
-6.56%
Mar 2004 - Feb 2009 |
7.69%
17 out of 221 |
US Inflation Adjusted | +10.10% |
+21.95%
Nov 2016 - Oct 2021 |
-8.97%
Mar 2004 - Feb 2009 |
16.29%
36 out of 221 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.99% |
+22.48%
Mar 2009 - Feb 2015 |
-2.52%
Feb 2001 - Jan 2007 |
1.91%
4 out of 209 |
US Inflation Adjusted | +10.69% |
+20.43%
Mar 2009 - Feb 2015 |
-4.89%
Feb 2001 - Jan 2007 |
14.83%
31 out of 209 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.11% |
+19.37%
Jan 2015 - Dec 2021 |
-4.50%
Mar 2002 - Feb 2009 |
4.57%
9 out of 197 |
US Inflation Adjusted | +10.15% |
+16.91%
Sep 2013 - Aug 2020 |
-6.90%
Mar 2002 - Feb 2009 |
10.15%
20 out of 197 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.25% |
+19.86%
Sep 2013 - Aug 2021 |
-7.28%
Feb 2001 - Jan 2009 |
4.86%
9 out of 185 |
US Inflation Adjusted | +8.65% |
+17.55%
Sep 2013 - Aug 2021 |
-9.43%
Feb 2001 - Jan 2009 |
9.19%
17 out of 185 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.74% |
+20.07%
Jan 2013 - Dec 2021 |
-3.12%
Feb 2001 - Jan 2010 |
2.89%
5 out of 173 |
US Inflation Adjusted | +8.13% |
+17.62%
Nov 2012 - Oct 2021 |
-5.40%
Feb 2001 - Jan 2010 |
5.78%
10 out of 173 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.22% |
+19.57%
Jan 2012 - Dec 2021 |
-0.62%
Feb 2001 - Jan 2011 |
1.24%
2 out of 161 |
US Inflation Adjusted | +7.40% |
+17.19%
Oct 2011 - Sep 2021 |
-2.89%
Feb 2001 - Jan 2011 |
5.59%
9 out of 161 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.91% |
+19.62%
Sep 2010 - Aug 2021 |
-0.04%
Feb 2001 - Jan 2012 |
0.67%
1 out of 149 |
US Inflation Adjusted | +7.91% |
+17.21%
Sep 2010 - Aug 2021 |
-2.38%
Feb 2001 - Jan 2012 |
3.36%
5 out of 149 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.98% |
+19.68%
Mar 2009 - Feb 2021 |
+1.00%
Feb 2001 - Jan 2013 |
0.00%
0 out of 137 |
US Inflation Adjusted | +7.97% |
+17.56%
Mar 2009 - Feb 2021 |
-1.30%
Feb 2001 - Jan 2013 |
1.46%
2 out of 137 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.20% |
+19.14%
Jan 2009 - Dec 2021 |
+2.61%
Feb 2001 - Jan 2014 |
0.00%
0 out of 125 |
US Inflation Adjusted | +8.08% |
+16.68%
Dec 2008 - Nov 2021 |
+0.33%
Feb 2001 - Jan 2014 |
0.00%
0 out of 125 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.29% |
+16.42%
Mar 2009 - Feb 2023 |
+3.41%
Feb 2001 - Jan 2015 |
0.00%
0 out of 113 |
US Inflation Adjusted | +8.16% |
+13.55%
Mar 2009 - Feb 2023 |
+1.29%
Feb 2001 - Jan 2015 |
0.00%
0 out of 113 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.47% |
+18.16%
Mar 2009 - Feb 2024 |
+3.25%
Feb 2001 - Jan 2016 |
0.00%
0 out of 101 |
US Inflation Adjusted | +8.19% |
+15.20%
Mar 2009 - Feb 2024 |
+1.19%
Feb 2001 - Jan 2016 |
0.00%
0 out of 101 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.61% |
+13.44%
Apr 2008 - Mar 2024 |
+4.07%
Feb 2001 - Jan 2017 |
0.00%
0 out of 89 |
US Inflation Adjusted | +8.25% |
+11.03%
Nov 2005 - Oct 2021 |
+1.96%
Feb 2001 - Jan 2017 |
0.00%
0 out of 89 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.90% |
+13.04%
Nov 2004 - Oct 2021 |
+5.66%
Feb 2001 - Jan 2018 |
0.00%
0 out of 77 |
US Inflation Adjusted | +8.54% |
+10.62%
Sep 2004 - Aug 2021 |
+3.51%
Feb 2001 - Jan 2018 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.09% |
+12.61%
Apr 2003 - Mar 2021 |
+5.26%
Jan 2001 - Dec 2018 |
0.00%
0 out of 65 |
US Inflation Adjusted | +8.42% |
+10.36%
Mar 2003 - Feb 2021 |
+3.11%
Jan 2001 - Dec 2018 |
0.00%
0 out of 65 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.64% |
+13.22%
Jan 2003 - Dec 2021 |
+6.41%
Feb 2001 - Jan 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +7.93% |
+10.66%
Jan 2003 - Dec 2021 |
+4.26%
Feb 2001 - Jan 2020 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.67% |
+11.64%
Apr 2004 - Mar 2024 |
+7.65%
Feb 2001 - Jan 2021 |
0.00%
0 out of 41 |
US Inflation Adjusted | +8.12% |
+8.82%
Apr 2004 - Mar 2024 |
+5.50%
Feb 2001 - Jan 2021 |
0.00%
0 out of 41 |
To obtain comprehensive information, please consult the iShares Russell 1000 Growth (IWF) ETF: Historical Returns page.