Consolidated Returns as of 31 March 2024
Holding the iShares Russell 1000 (IWB) 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 116 months (from January 2001 to August 2010).
This means that every rolling period of 117 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Russell 1000 (IWB) 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 | +12.82% |
+60.52%
Apr 2020 - Mar 2021 |
-43.57%
Mar 2008 - Feb 2009 |
21.64%
58 out of 268 |
US Inflation Adjusted | +10.28% |
+56.42%
Apr 2020 - Mar 2021 |
-43.58%
Mar 2008 - Feb 2009 |
25.00%
67 out of 268 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.78% |
+38.35%
Mar 2009 - Feb 2011 |
-26.34%
Mar 2007 - Feb 2009 |
14.45%
37 out of 256 |
US Inflation Adjusted | +8.27% |
+35.45%
Mar 2009 - Feb 2011 |
-27.82%
Mar 2007 - Feb 2009 |
22.66%
58 out of 256 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.46% |
+26.01%
Mar 2009 - Feb 2012 |
-15.28%
Mar 2006 - Feb 2009 |
13.93%
34 out of 244 |
US Inflation Adjusted | +8.92% |
+23.07%
Mar 2009 - Feb 2012 |
-17.08%
Mar 2006 - Feb 2009 |
16.80%
41 out of 244 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.87% |
+22.73%
Mar 2009 - Feb 2013 |
-9.61%
Mar 2005 - Feb 2009 |
16.38%
38 out of 232 |
US Inflation Adjusted | +9.16% |
+19.98%
Mar 2009 - Feb 2013 |
-11.85%
Mar 2005 - Feb 2009 |
20.69%
48 out of 232 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.66% |
+23.47%
Mar 2009 - Feb 2014 |
-6.46%
Mar 2004 - Feb 2009 |
6.82%
15 out of 220 |
US Inflation Adjusted | +8.30% |
+20.98%
Mar 2009 - Feb 2014 |
-8.87%
Mar 2004 - Feb 2009 |
19.55%
43 out of 220 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.97% |
+21.95%
Mar 2009 - Feb 2015 |
-0.03%
Mar 2003 - Feb 2009 |
0.48%
1 out of 208 |
US Inflation Adjusted | +7.98% |
+19.91%
Mar 2009 - Feb 2015 |
-2.46%
Mar 2003 - Feb 2009 |
9.13%
19 out of 208 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.00% |
+17.27%
Mar 2009 - Feb 2016 |
-3.53%
Mar 2002 - Feb 2009 |
3.06%
6 out of 196 |
US Inflation Adjusted | +8.03% |
+15.45%
Mar 2009 - Feb 2016 |
-5.95%
Mar 2002 - Feb 2009 |
6.12%
12 out of 196 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.10% |
+18.25%
Mar 2009 - Feb 2017 |
-4.31%
Mar 2001 - Feb 2009 |
4.35%
8 out of 184 |
US Inflation Adjusted | +6.59% |
+16.24%
Mar 2009 - Feb 2017 |
-6.55%
Mar 2001 - Feb 2009 |
7.61%
14 out of 184 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.31% |
+18.06%
Mar 2009 - Feb 2018 |
-0.51%
Feb 2001 - Jan 2010 |
0.58%
1 out of 172 |
US Inflation Adjusted | +6.47% |
+15.99%
Mar 2009 - Feb 2018 |
-2.85%
Feb 2001 - Jan 2010 |
4.65%
8 out of 172 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.42% |
+16.67%
Mar 2009 - Feb 2019 |
+1.64%
Feb 2001 - Jan 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +6.09% |
+14.65%
Mar 2009 - Feb 2019 |
-0.68%
Feb 2001 - Jan 2011 |
1.25%
2 out of 160 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.66% |
+16.48%
Sep 2010 - Aug 2021 |
+1.69%
Jan 2001 - Dec 2011 |
0.00%
0 out of 148 |
US Inflation Adjusted | +6.51% |
+14.13%
Sep 2010 - Aug 2021 |
-0.72%
Jan 2001 - Dec 2011 |
1.35%
2 out of 148 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.79% |
+17.25%
Mar 2009 - Feb 2021 |
+2.85%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
US Inflation Adjusted | +6.78% |
+15.17%
Mar 2009 - Feb 2021 |
+0.47%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.76% |
+16.96%
Mar 2009 - Feb 2022 |
+4.36%
Feb 2001 - Jan 2014 |
0.00%
0 out of 124 |
US Inflation Adjusted | +6.67% |
+14.37%
Mar 2009 - Feb 2022 |
+2.04%
Feb 2001 - Jan 2014 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.09% |
+14.94%
Mar 2009 - Feb 2023 |
+5.01%
Feb 2001 - Jan 2015 |
0.00%
0 out of 112 |
US Inflation Adjusted | +7.01% |
+12.11%
Mar 2009 - Feb 2023 |
+2.85%
Feb 2001 - Jan 2015 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.17% |
+15.86%
Mar 2009 - Feb 2024 |
+4.52%
Feb 2001 - Jan 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +7.01% |
+12.96%
Mar 2009 - Feb 2024 |
+2.43%
Feb 2001 - Jan 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.19% |
+11.04%
Apr 2008 - Mar 2024 |
+5.47%
Feb 2001 - Jan 2017 |
0.00%
0 out of 88 |
US Inflation Adjusted | +6.89% |
+8.74%
Nov 2005 - Oct 2021 |
+3.33%
Feb 2001 - Jan 2017 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.33% |
+11.00%
Sep 2004 - Aug 2021 |
+6.43%
Jan 2001 - Dec 2017 |
0.00%
0 out of 76 |
US Inflation Adjusted | +7.01% |
+8.64%
Sep 2004 - Aug 2021 |
+4.26%
Jan 2001 - Dec 2017 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.47% |
+11.39%
Apr 2003 - Mar 2021 |
+5.77%
Jan 2001 - Dec 2018 |
0.00%
0 out of 64 |
US Inflation Adjusted | +6.82% |
+9.15%
Apr 2003 - Mar 2021 |
+3.62%
Jan 2001 - Dec 2018 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.45% |
+11.60%
Jan 2003 - Dec 2021 |
+6.49%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +6.78% |
+9.07%
Oct 2002 - Sep 2021 |
+4.37%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.65% |
+10.38%
Apr 2003 - Mar 2023 |
+7.41%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
US Inflation Adjusted | +6.98% |
+7.68%
Apr 2003 - Mar 2023 |
+5.27%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
To obtain comprehensive information, please consult the iShares Russell 1000 (IWB) ETF: Historical Returns page.