Data Source: from January 2001 to March 2024 (~23 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the iShares Russell 1000 Value (IWD) 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 102 months (from January 2001 to June 2009).
This means that every rolling period of 103 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Russell 1000 Value (IWD) 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.
ISHARES RUSSELL 1000 VALUE (IWD) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 January 2001 - 31 March 2024 (~23 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.33% |
+56.02%
Apr 2020 - Mar 2021 |
-47.12%
Mar 2008 - Feb 2009 |
26.49%
71 out of 268 |
| US Inflation Adjusted | +8.18% |
+52.17%
Mar 2009 - Feb 2010 |
-47.12%
Mar 2008 - Feb 2009 |
31.72%
85 out of 268 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 2 Years (24 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.92% |
+37.88%
Mar 2009 - Feb 2011 |
-30.29%
Mar 2007 - Feb 2009 |
17.58%
45 out of 256 |
| US Inflation Adjusted | +7.11% |
+34.99%
Mar 2009 - Feb 2011 |
-31.69%
Mar 2007 - Feb 2009 |
23.83%
61 out of 256 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.30% |
+24.53%
Mar 2009 - Feb 2012 |
-17.28%
Mar 2006 - Feb 2009 |
13.93%
34 out of 244 |
| US Inflation Adjusted | +7.17% |
+21.73%
Oct 2011 - Sep 2014 |
-19.04%
Mar 2006 - Feb 2009 |
18.85%
46 out of 244 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 4 Years (48 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.08% |
+22.74%
Mar 2009 - Feb 2013 |
-11.18%
Mar 2005 - Feb 2009 |
17.67%
41 out of 232 |
| US Inflation Adjusted | +6.14% |
+19.99%
Mar 2009 - Feb 2013 |
-13.38%
Mar 2005 - Feb 2009 |
18.97%
44 out of 232 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 5 Years (60 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.40% |
+22.86%
Mar 2009 - Feb 2014 |
-6.70%
Mar 2004 - Feb 2009 |
16.36%
36 out of 220 |
| US Inflation Adjusted | +5.94% |
+20.38%
Mar 2009 - Feb 2014 |
-9.10%
Mar 2004 - Feb 2009 |
23.64%
52 out of 220 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 6 Years (72 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.20% |
+21.21%
Mar 2009 - Feb 2015 |
-0.83%
Oct 2005 - Sep 2011 |
0.48%
1 out of 208 |
| US Inflation Adjusted | +5.24% |
+19.18%
Mar 2009 - Feb 2015 |
-2.97%
Oct 2005 - Sep 2011 |
20.67%
43 out of 208 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.51% |
+16.24%
Mar 2009 - Feb 2016 |
-2.94%
Mar 2002 - Feb 2009 |
2.04%
4 out of 196 |
| US Inflation Adjusted | +4.92% |
+14.43%
Mar 2009 - Feb 2016 |
-5.38%
Mar 2002 - Feb 2009 |
6.63%
13 out of 196 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 8 Years (96 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.27% |
+17.75%
Mar 2009 - Feb 2017 |
-3.05%
Mar 2001 - Feb 2009 |
3.80%
7 out of 184 |
| US Inflation Adjusted | +4.47% |
+15.75%
Mar 2009 - Feb 2017 |
-5.31%
Mar 2001 - Feb 2009 |
4.89%
9 out of 184 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 9 Years (108 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.15% |
+16.58%
Mar 2009 - Feb 2018 |
+1.46%
Jul 2001 - Jun 2010 |
0.00%
0 out of 172 |
| US Inflation Adjusted | +4.77% |
+14.53%
Mar 2009 - Feb 2018 |
-0.86%
Feb 2001 - Jan 2010 |
4.07%
7 out of 172 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 10 Years (120 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.82% |
+15.14%
Mar 2009 - Feb 2019 |
+3.14%
Jan 2001 - Dec 2010 |
0.00%
0 out of 160 |
| US Inflation Adjusted | +5.40% |
+13.15%
Mar 2009 - Feb 2019 |
+0.76%
Jan 2001 - Dec 2010 |
0.00%
0 out of 160 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 11 Years (132 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.94% |
+13.76%
Mar 2009 - Feb 2020 |
+2.86%
Jan 2001 - Dec 2011 |
0.00%
0 out of 148 |
| US Inflation Adjusted | +5.70% |
+11.73%
Mar 2009 - Feb 2020 |
+0.43%
Jan 2001 - Dec 2011 |
0.00%
0 out of 148 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 12 Years (144 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.39% |
+14.38%
Mar 2009 - Feb 2021 |
+4.01%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
| US Inflation Adjusted | +5.34% |
+12.36%
Mar 2009 - Feb 2021 |
+1.60%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 13 Years (156 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.70% |
+14.41%
Mar 2009 - Feb 2022 |
+3.84%
Apr 2007 - Mar 2020 |
0.00%
0 out of 124 |
| US Inflation Adjusted | +5.55% |
+11.88%
Mar 2009 - Feb 2022 |
+2.03%
Apr 2007 - Mar 2020 |
0.00%
0 out of 124 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 14 Years (168 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.48% |
+13.08%
Mar 2009 - Feb 2023 |
+4.68%
Apr 2006 - Mar 2020 |
0.00%
0 out of 112 |
| US Inflation Adjusted | +5.39% |
+10.29%
Mar 2009 - Feb 2023 |
+2.78%
Apr 2006 - Mar 2020 |
0.00%
0 out of 112 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.43% |
+13.12%
Mar 2009 - Feb 2024 |
+5.26%
Apr 2005 - Mar 2020 |
0.00%
0 out of 100 |
| US Inflation Adjusted | +5.21% |
+10.29%
Mar 2009 - Feb 2024 |
+3.11%
Oct 2007 - Sep 2022 |
0.00%
0 out of 100 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.38% |
+9.66%
Oct 2002 - Sep 2018 |
+5.68%
Jun 2007 - May 2023 |
0.00%
0 out of 88 |
| US Inflation Adjusted | +5.12% |
+7.40%
Oct 2002 - Sep 2018 |
+3.18%
Jun 2007 - May 2023 |
0.00%
0 out of 88 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.40% |
+9.31%
Oct 2002 - Sep 2019 |
+6.11%
Nov 2006 - Oct 2023 |
0.00%
0 out of 76 |
| US Inflation Adjusted | +5.19% |
+7.08%
Oct 2002 - Sep 2019 |
+3.51%
Nov 2006 - Oct 2023 |
0.00%
0 out of 76 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.56% |
+9.78%
Apr 2003 - Mar 2021 |
+5.54%
Apr 2002 - Mar 2020 |
0.00%
0 out of 64 |
| US Inflation Adjusted | +4.93% |
+7.58%
Apr 2003 - Mar 2021 |
+3.40%
Apr 2002 - Mar 2020 |
0.00%
0 out of 64 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.70% |
+9.87%
Apr 2003 - Mar 2022 |
+5.49%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
| US Inflation Adjusted | +5.14% |
+7.32%
Oct 2002 - Sep 2021 |
+3.39%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 20 Years (240 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.01% |
+9.09%
Feb 2003 - Jan 2023 |
+6.61%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
| US Inflation Adjusted | +5.41% |
+6.41%
Feb 2003 - Jan 2023 |
+4.49%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the iShares Russell 1000 Value (IWD) ETF: Historical Returns page.
