When holding the iShares Russell 1000 (IWB) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~24 years), the longest duration with a negative return was 116 months (from January 2001 to August 2010).
This indicates that, within the same timeframe, any rolling period of 117 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.
iShares Russell 1000 (IWB) ETF: Historical Returns
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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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-43.57%
Mar 2008 - Feb 2009 |
+13.04% |
+60.52%
Apr 2020 - Mar 2021 |
21.01%
58 out of 276 |
-43.58%
Mar 2008 - Feb 2009 |
+10.65% |
+56.42%
Apr 2020 - Mar 2021 |
24.28%
67 out of 276 |
-26.34%
Mar 2007 - Feb 2009 |
+10.88% |
+38.35%
Mar 2009 - Feb 2011 |
14.02%
37 out of 264 |
-27.82%
Mar 2007 - Feb 2009 |
+8.34% |
+35.45%
Mar 2009 - Feb 2011 |
21.97%
58 out of 264 |
-15.28%
Mar 2006 - Feb 2009 |
+11.17% |
+26.01%
Mar 2009 - Feb 2012 |
13.49%
34 out of 252 |
-17.08%
Mar 2006 - Feb 2009 |
+8.88% |
+23.07%
Mar 2009 - Feb 2012 |
16.27%
41 out of 252 |
-9.61%
Mar 2005 - Feb 2009 |
+12.06% |
+22.73%
Mar 2009 - Feb 2013 |
15.83%
38 out of 240 |
-11.85%
Mar 2005 - Feb 2009 |
+9.25% |
+19.98%
Mar 2009 - Feb 2013 |
20.00%
48 out of 240 |
-6.46%
Mar 2004 - Feb 2009 |
+10.85% |
+23.47%
Mar 2009 - Feb 2014 |
6.58%
15 out of 228 |
-8.87%
Mar 2004 - Feb 2009 |
+8.66% |
+20.98%
Mar 2009 - Feb 2014 |
18.86%
43 out of 228 |
-0.03%
Mar 2003 - Feb 2009 |
+11.17% |
+21.95%
Mar 2009 - Feb 2015 |
0.46%
1 out of 216 |
-2.46%
Mar 2003 - Feb 2009 |
+8.23% |
+19.91%
Mar 2009 - Feb 2015 |
8.80%
19 out of 216 |
-3.53%
Mar 2002 - Feb 2009 |
+11.37% |
+17.27%
Mar 2009 - Feb 2016 |
2.94%
6 out of 204 |
-5.95%
Mar 2002 - Feb 2009 |
+8.35% |
+15.45%
Mar 2009 - Feb 2016 |
5.88%
12 out of 204 |
-4.31%
Mar 2001 - Feb 2009 |
+9.82% |
+18.25%
Mar 2009 - Feb 2017 |
4.17%
8 out of 192 |
-6.55%
Mar 2001 - Feb 2009 |
+7.21% |
+16.24%
Mar 2009 - Feb 2017 |
7.29%
14 out of 192 |
-0.51%
Feb 2001 - Jan 2010 |
+9.01% |
+18.06%
Mar 2009 - Feb 2018 |
0.56%
1 out of 180 |
-2.85%
Feb 2001 - Jan 2010 |
+7.22% |
+15.99%
Mar 2009 - Feb 2018 |
4.44%
8 out of 180 |
+1.64%
Feb 2001 - Jan 2011 |
+8.66% |
+16.67%
Mar 2009 - Feb 2019 |
0.00%
0 out of 168 |
-0.68%
Feb 2001 - Jan 2011 |
+6.56% |
+14.65%
Mar 2009 - Feb 2019 |
1.19%
2 out of 168 |
+1.69%
Jan 2001 - Dec 2011 |
+8.93% |
+16.48%
Sep 2010 - Aug 2021 |
0.00%
0 out of 156 |
-0.72%
Jan 2001 - Dec 2011 |
+6.66% |
+14.13%
Sep 2010 - Aug 2021 |
1.28%
2 out of 156 |
+2.85%
Jan 2001 - Dec 2012 |
+8.92% |
+17.25%
Mar 2009 - Feb 2021 |
0.00%
0 out of 144 |
+0.47%
Jan 2001 - Dec 2012 |
+6.88% |
+15.17%
Mar 2009 - Feb 2021 |
0.00%
0 out of 144 |
+4.36%
Feb 2001 - Jan 2014 |
+8.82% |
+16.96%
Mar 2009 - Feb 2022 |
0.00%
0 out of 132 |
+2.04%
Feb 2001 - Jan 2014 |
+6.69% |
+14.37%
Mar 2009 - Feb 2022 |
0.00%
0 out of 132 |
+5.01%
Feb 2001 - Jan 2015 |
+9.20% |
+14.94%
Mar 2009 - Feb 2023 |
0.00%
0 out of 120 |
+2.85%
Feb 2001 - Jan 2015 |
+7.08% |
+12.11%
Mar 2009 - Feb 2023 |
0.00%
0 out of 120 |
+4.52%
Feb 2001 - Jan 2016 |
+9.26% |
+15.86%
Mar 2009 - Feb 2024 |
0.00%
0 out of 108 |
+2.43%
Feb 2001 - Jan 2016 |
+7.07% |
+12.96%
Mar 2009 - Feb 2024 |
0.00%
0 out of 108 |
+5.47%
Feb 2001 - Jan 2017 |
+9.30% |
+14.85%
Dec 2008 - Nov 2024 |
0.00%
0 out of 96 |
+3.33%
Feb 2001 - Jan 2017 |
+7.03% |
+12.05%
Dec 2008 - Nov 2024 |
0.00%
0 out of 96 |
+6.43%
Jan 2001 - Dec 2017 |
+9.44% |
+11.00%
Sep 2004 - Aug 2021 |
0.00%
0 out of 84 |
+4.26%
Jan 2001 - Dec 2017 |
+7.05% |
+8.64%
Sep 2004 - Aug 2021 |
0.00%
0 out of 84 |
+5.77%
Jan 2001 - Dec 2018 |
+9.63% |
+11.39%
Apr 2003 - Mar 2021 |
0.00%
0 out of 72 |
+3.62%
Jan 2001 - Dec 2018 |
+6.92% |
+9.15%
Apr 2003 - Mar 2021 |
0.00%
0 out of 72 |
+6.49%
Apr 2001 - Mar 2020 |
+9.55% |
+11.60%
Jan 2003 - Dec 2021 |
0.00%
0 out of 60 |
+4.37%
Apr 2001 - Mar 2020 |
+6.89% |
+9.07%
Oct 2002 - Sep 2021 |
0.00%
0 out of 60 |
+7.41%
Feb 2001 - Jan 2021 |
+9.73% |
+10.63%
Oct 2004 - Sep 2024 |
0.00%
0 out of 48 |
+5.27%
Feb 2001 - Jan 2021 |
+7.10% |
+7.87%
Dec 2004 - Nov 2024 |
0.00%
0 out of 48 |
iShares Russell 1000 (IWB) ETF: Historical Returns