Consolidated Returns as of 30 April 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 (~23 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.43% |
+62.22%
Apr 2020 - Mar 2021 |
-43.62%
Mar 2008 - Feb 2009 |
22.30%
60 out of 269 |
US Inflation Adjusted | +10.38% |
+58.08%
Apr 2020 - Mar 2021 |
-43.62%
Mar 2008 - Feb 2009 |
25.65%
69 out of 269 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.52% |
+39.10%
Mar 2009 - Feb 2011 |
-26.63%
Mar 2007 - Feb 2009 |
15.56%
40 out of 257 |
US Inflation Adjusted | +7.83% |
+36.19%
Mar 2009 - Feb 2011 |
-28.11%
Mar 2007 - Feb 2009 |
22.57%
58 out of 257 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.38% |
+26.31%
Mar 2009 - Feb 2012 |
-15.54%
Mar 2006 - Feb 2009 |
13.47%
33 out of 245 |
US Inflation Adjusted | +8.99% |
+23.36%
Mar 2009 - Feb 2012 |
-17.34%
Mar 2006 - Feb 2009 |
16.73%
41 out of 245 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.79% |
+22.93%
Mar 2009 - Feb 2013 |
-9.72%
Mar 2005 - Feb 2009 |
15.88%
37 out of 233 |
US Inflation Adjusted | +9.09% |
+20.17%
Mar 2009 - Feb 2013 |
-11.96%
Mar 2005 - Feb 2009 |
20.17%
47 out of 233 |
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 |
6.79%
15 out of 221 |
US Inflation Adjusted | +8.14% |
+21.16%
Mar 2009 - Feb 2014 |
-8.94%
Mar 2004 - Feb 2009 |
19.00%
42 out of 221 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.54% |
+21.98%
Mar 2009 - Feb 2015 |
+0.15%
Mar 2003 - Feb 2009 |
0.00%
0 out of 209 |
US Inflation Adjusted | +7.62% |
+19.94%
Mar 2009 - Feb 2015 |
-2.28%
Mar 2003 - Feb 2009 |
8.61%
18 out of 209 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.76% |
+17.17%
Mar 2009 - Feb 2016 |
-3.40%
Mar 2002 - Feb 2009 |
3.05%
6 out of 197 |
US Inflation Adjusted | +7.91% |
+15.35%
Mar 2009 - Feb 2016 |
-5.83%
Mar 2002 - Feb 2009 |
5.08%
10 out of 197 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.18% |
+18.25%
Mar 2009 - Feb 2017 |
-4.10%
Mar 2001 - Feb 2009 |
4.32%
8 out of 185 |
US Inflation Adjusted | +6.50% |
+16.24%
Mar 2009 - Feb 2017 |
-6.35%
Mar 2001 - Feb 2009 |
7.03%
13 out of 185 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.45% |
+18.01%
Mar 2009 - Feb 2018 |
-0.34%
Feb 2001 - Jan 2010 |
0.58%
1 out of 173 |
US Inflation Adjusted | +6.64% |
+15.93%
Mar 2009 - Feb 2018 |
-2.68%
Feb 2001 - Jan 2010 |
4.62%
8 out of 173 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.49% |
+16.62%
Mar 2009 - Feb 2019 |
+1.86%
Feb 2001 - Jan 2011 |
0.00%
0 out of 161 |
US Inflation Adjusted | +6.24% |
+14.60%
Mar 2009 - Feb 2019 |
-0.47%
Feb 2001 - Jan 2011 |
1.24%
2 out of 161 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.74% |
+16.27%
Sep 2010 - Aug 2021 |
+1.95%
Jan 2001 - Dec 2011 |
0.00%
0 out of 149 |
US Inflation Adjusted | +6.55% |
+13.92%
Sep 2010 - Aug 2021 |
-0.46%
Jan 2001 - Dec 2011 |
1.34%
2 out of 149 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.73% |
+17.18%
Mar 2009 - Feb 2021 |
+3.09%
Jan 2001 - Dec 2012 |
0.00%
0 out of 137 |
US Inflation Adjusted | +6.76% |
+15.10%
Mar 2009 - Feb 2021 |
+0.70%
Jan 2001 - Dec 2012 |
0.00%
0 out of 137 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.73% |
+16.79%
Mar 2009 - Feb 2022 |
+4.53%
Feb 2001 - Jan 2014 |
0.00%
0 out of 125 |
US Inflation Adjusted | +6.62% |
+14.21%
Mar 2009 - Feb 2022 |
+2.20%
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 | +9.09% |
+14.79%
Mar 2009 - Feb 2023 |
+5.11%
Feb 2001 - Jan 2015 |
0.00%
0 out of 113 |
US Inflation Adjusted | +6.96% |
+11.96%
Mar 2009 - Feb 2023 |
+2.95%
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 | +9.08% |
+15.66%
Mar 2009 - Feb 2024 |
+4.56%
Feb 2001 - Jan 2016 |
0.00%
0 out of 101 |
US Inflation Adjusted | +6.92% |
+12.76%
Mar 2009 - Feb 2024 |
+2.47%
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 | +9.08% |
+10.86%
Apr 2008 - Mar 2024 |
+5.56%
Feb 2001 - Jan 2017 |
0.00%
0 out of 89 |
US Inflation Adjusted | +6.81% |
+8.60%
Nov 2005 - Oct 2021 |
+3.42%
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 | +9.23% |
+10.90%
Sep 2004 - Aug 2021 |
+6.56%
Jan 2001 - Dec 2017 |
0.00%
0 out of 77 |
US Inflation Adjusted | +6.81% |
+8.54%
Sep 2004 - Aug 2021 |
+4.39%
Jan 2001 - Dec 2017 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.35% |
+11.36%
Apr 2003 - Mar 2021 |
+5.86%
Jan 2001 - Dec 2018 |
0.00%
0 out of 65 |
US Inflation Adjusted | +6.67% |
+9.13%
Apr 2003 - Mar 2021 |
+3.70%
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 | +9.29% |
+11.52%
Jan 2003 - Dec 2021 |
+6.46%
Apr 2001 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +6.66% |
+9.07%
Oct 2002 - Sep 2021 |
+4.34%
Apr 2001 - Mar 2020 |
0.00%
0 out of 53 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.53% |
+10.28%
Apr 2003 - Mar 2023 |
+7.42%
Feb 2001 - Jan 2021 |
0.00%
0 out of 41 |
US Inflation Adjusted | +6.90% |
+7.58%
Apr 2003 - Mar 2023 |
+5.28%
Feb 2001 - Jan 2021 |
0.00%
0 out of 41 |
To obtain comprehensive information, please consult the iShares Russell 3000 ETF (IWV) ETF: Historical Returns page.