Consolidated Returns as of 30 June 2024
Holding the iShares Russell 3000 ETF (IWV) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~24 years), the longest period with a negative return lasted 115 months (from February 2001 to August 2010).
This means that every rolling period of 116 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Russell 3000 ETF (IWV) 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.47% |
+62.22%
Apr 2020 - Mar 2021 |
-43.62%
Mar 2008 - Feb 2009 |
22.14%
60 out of 271 |
US Inflation Adjusted | +10.41% |
+58.08%
Apr 2020 - Mar 2021 |
-43.62%
Mar 2008 - Feb 2009 |
25.46%
69 out of 271 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.66% |
+39.10%
Mar 2009 - Feb 2011 |
-26.63%
Mar 2007 - Feb 2009 |
15.44%
40 out of 259 |
US Inflation Adjusted | +7.92% |
+36.19%
Mar 2009 - Feb 2011 |
-28.11%
Mar 2007 - Feb 2009 |
22.39%
58 out of 259 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.19% |
+26.31%
Mar 2009 - Feb 2012 |
-15.54%
Mar 2006 - Feb 2009 |
13.36%
33 out of 247 |
US Inflation Adjusted | +8.97% |
+23.36%
Mar 2009 - Feb 2012 |
-17.34%
Mar 2006 - Feb 2009 |
16.60%
41 out of 247 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.81% |
+22.93%
Mar 2009 - Feb 2013 |
-9.72%
Mar 2005 - Feb 2009 |
15.74%
37 out of 235 |
US Inflation Adjusted | +9.20% |
+20.17%
Mar 2009 - Feb 2013 |
-11.96%
Mar 2005 - Feb 2009 |
20.00%
47 out of 235 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.39% |
+23.65%
Mar 2009 - Feb 2014 |
-6.53%
Mar 2004 - Feb 2009 |
6.73%
15 out of 223 |
US Inflation Adjusted | +8.36% |
+21.16%
Mar 2009 - Feb 2014 |
-8.94%
Mar 2004 - Feb 2009 |
18.83%
42 out of 223 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.56% |
+21.98%
Mar 2009 - Feb 2015 |
+0.15%
Mar 2003 - Feb 2009 |
0.00%
0 out of 211 |
US Inflation Adjusted | +7.69% |
+19.94%
Mar 2009 - Feb 2015 |
-2.28%
Mar 2003 - Feb 2009 |
8.53%
18 out of 211 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.85% |
+17.17%
Mar 2009 - Feb 2016 |
-3.40%
Mar 2002 - Feb 2009 |
3.02%
6 out of 199 |
US Inflation Adjusted | +7.95% |
+15.35%
Mar 2009 - Feb 2016 |
-5.83%
Mar 2002 - Feb 2009 |
5.03%
10 out of 199 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.24% |
+18.25%
Mar 2009 - Feb 2017 |
-4.10%
Mar 2001 - Feb 2009 |
4.28%
8 out of 187 |
US Inflation Adjusted | +6.79% |
+16.24%
Mar 2009 - Feb 2017 |
-6.35%
Mar 2001 - Feb 2009 |
6.95%
13 out of 187 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.56% |
+18.01%
Mar 2009 - Feb 2018 |
-0.34%
Feb 2001 - Jan 2010 |
0.57%
1 out of 175 |
US Inflation Adjusted | +6.89% |
+15.93%
Mar 2009 - Feb 2018 |
-2.68%
Feb 2001 - Jan 2010 |
4.57%
8 out of 175 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.51% |
+16.62%
Mar 2009 - Feb 2019 |
+1.86%
Feb 2001 - Jan 2011 |
0.00%
0 out of 163 |
US Inflation Adjusted | +6.38% |
+14.60%
Mar 2009 - Feb 2019 |
-0.47%
Feb 2001 - Jan 2011 |
1.23%
2 out of 163 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.83% |
+16.27%
Sep 2010 - Aug 2021 |
+1.95%
Jan 2001 - Dec 2011 |
0.00%
0 out of 151 |
US Inflation Adjusted | +6.59% |
+13.92%
Sep 2010 - Aug 2021 |
-0.46%
Jan 2001 - Dec 2011 |
1.32%
2 out of 151 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.74% |
+17.18%
Mar 2009 - Feb 2021 |
+3.09%
Jan 2001 - Dec 2012 |
0.00%
0 out of 139 |
US Inflation Adjusted | +6.77% |
+15.10%
Mar 2009 - Feb 2021 |
+0.70%
Jan 2001 - Dec 2012 |
0.00%
0 out of 139 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.74% |
+16.79%
Mar 2009 - Feb 2022 |
+4.53%
Feb 2001 - Jan 2014 |
0.00%
0 out of 127 |
US Inflation Adjusted | +6.63% |
+14.21%
Mar 2009 - Feb 2022 |
+2.20%
Feb 2001 - Jan 2014 |
0.00%
0 out of 127 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.11% |
+14.79%
Mar 2009 - Feb 2023 |
+5.11%
Feb 2001 - Jan 2015 |
0.00%
0 out of 115 |
US Inflation Adjusted | +6.98% |
+11.96%
Mar 2009 - Feb 2023 |
+2.95%
Feb 2001 - Jan 2015 |
0.00%
0 out of 115 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.10% |
+15.66%
Mar 2009 - Feb 2024 |
+4.56%
Feb 2001 - Jan 2016 |
0.00%
0 out of 103 |
US Inflation Adjusted | +6.94% |
+12.76%
Mar 2009 - Feb 2024 |
+2.47%
Feb 2001 - Jan 2016 |
0.00%
0 out of 103 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.09% |
+11.19%
Jul 2008 - Jun 2024 |
+5.56%
Feb 2001 - Jan 2017 |
0.00%
0 out of 91 |
US Inflation Adjusted | +6.82% |
+8.69%
Jul 2008 - Jun 2024 |
+3.42%
Feb 2001 - Jan 2017 |
0.00%
0 out of 91 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.23% |
+10.90%
Sep 2004 - Aug 2021 |
+6.56%
Jan 2001 - Dec 2017 |
0.00%
0 out of 79 |
US Inflation Adjusted | +6.81% |
+8.54%
Sep 2004 - Aug 2021 |
+4.39%
Jan 2001 - Dec 2017 |
0.00%
0 out of 79 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.39% |
+11.36%
Apr 2003 - Mar 2021 |
+5.86%
Jan 2001 - Dec 2018 |
0.00%
0 out of 67 |
US Inflation Adjusted | +6.72% |
+9.13%
Apr 2003 - Mar 2021 |
+3.70%
Jan 2001 - Dec 2018 |
0.00%
0 out of 67 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.32% |
+11.52%
Jan 2003 - Dec 2021 |
+6.46%
Apr 2001 - Mar 2020 |
0.00%
0 out of 55 |
US Inflation Adjusted | +6.68% |
+9.07%
Oct 2002 - Sep 2021 |
+4.34%
Apr 2001 - Mar 2020 |
0.00%
0 out of 55 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.57% |
+10.28%
Apr 2003 - Mar 2023 |
+7.42%
Feb 2001 - Jan 2021 |
0.00%
0 out of 43 |
US Inflation Adjusted | +6.99% |
+7.58%
Apr 2003 - Mar 2023 |
+5.28%
Feb 2001 - Jan 2021 |
0.00%
0 out of 43 |
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To obtain comprehensive information, please consult the iShares Russell 3000 ETF (IWV) ETF: Historical Returns page.