iShares Self-Driving EV and Tech ETF (IDRV): Rolling Returns

Data Source: from May 2019 to January 2024 (~5 years)
Consolidated Returns as of 31 January 2024

Holding the iShares Self-Driving EV and Tech ETF (IDRV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~5 years), the longest period with a negative return lasted 41 months (from September 2020 to January 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the iShares Self-Driving EV and Tech ETF (IDRV) 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 SELF-DRIVING EV AND TECH ETF (IDRV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2021 - 31 January 2024 (3 Years)
Data Source: 1 May 2019 - 31 January 2024 (~5 years)
Inflation Adjusted:
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -36.57 01/2022
12/2022
0.63$ -27.14 0.72$ -11.38 0.88$ 7.87 1.07$ 13.56 08/2022
07/2023
1.13$ -25.71 68.00%
2Y -21.50 11/2021
10/2023
0.61$ -21.13 0.62$ -10.51 0.80$ -5.64 0.89$ -2.52 02/2021
01/2023
0.95$ -21.13 100.00%
3Y -10.96 02/2021
01/2024
0.70$ -10.96 0.70$ -10.96 0.70$ -10.96 0.70$ -10.96 02/2021
01/2024
0.70$ -10.96 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.40 01/2022
12/2022
0.59$ -31.99 0.68$ -17.94 0.82$ 4.40 1.04$ 9.96 08/2022
07/2023
1.09$ -27.94 76.00%
2Y -25.58 11/2021
10/2023
0.55$ -24.68 0.56$ -15.54 0.71$ -11.77 0.77$ -8.01 08/2021
07/2023
0.84$ -24.68 100.00%
3Y -15.73 02/2021
01/2024
0.59$ -15.73 0.59$ -15.73 0.59$ -15.73 0.59$ -15.73 02/2021
01/2024
0.59$ -15.73 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -36.57 01/2022
12/2022
0.63$ -21.77 0.78$ 13.08 1.13$ 61.90 1.61$ 122.65 04/2020
03/2021
2.22$ -25.71 39.13%
2Y -21.50 11/2021
10/2023
0.61$ -11.30 0.78$ 4.13 1.08$ 46.42 2.14$ 51.01 06/2019
05/2021
2.28$ -21.13 44.12%
3Y -10.96 02/2021
01/2024
0.70$ -4.58 0.86$ 15.05 1.52$ 20.86 1.76$ 26.50 06/2019
05/2022
2.02$ -10.96 18.18%
4Y 4.20 02/2020
01/2024
1.17$ 7.00 1.31$ 11.21 1.52$ 16.67 1.85$ 19.45 08/2019
07/2023
2.03$ 4.20 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.40 01/2022
12/2022
0.59$ -27.71 0.72$ 5.51 1.05$ 59.82 1.59$ 116.97 04/2020
03/2021
2.16$ -27.94 43.48%
2Y -25.58 11/2021
10/2023
0.55$ -16.56 0.69$ -2.66 0.94$ 41.15 1.99$ 47.26 06/2019
05/2021
2.16$ -24.68 50.00%
3Y -15.73 02/2021
01/2024
0.59$ -9.66 0.73$ 8.79 1.28$ 15.26 1.53$ 21.05 06/2019
05/2022
1.77$ -15.73 22.73%
4Y -0.36 02/2020
01/2024
0.98$ 2.32 1.09$ 6.53 1.28$ 11.56 1.54$ 14.34 08/2019
07/2023
1.70$ -0.36 10.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.08% +122.65%
Apr 2020 - Mar 2021
-36.57%
Jan 2022 - Dec 2022
39.13%
18 out of 46
US Inflation Adjusted +5.51% +116.97%
Apr 2020 - Mar 2021
-40.40%
Jan 2022 - Dec 2022
43.48%
20 out of 46
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.13% +51.01%
Jun 2019 - May 2021
-21.50%
Nov 2021 - Oct 2023
44.12%
15 out of 34
US Inflation Adjusted -2.66% +47.26%
Jun 2019 - May 2021
-25.58%
Nov 2021 - Oct 2023
50.00%
17 out of 34
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 +15.05% +26.50%
Jun 2019 - May 2022
-10.96%
Feb 2021 - Jan 2024
18.18%
4 out of 22
US Inflation Adjusted +8.79% +21.05%
Jun 2019 - May 2022
-15.73%
Feb 2021 - Jan 2024
22.73%
5 out of 22
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.21% +19.45%
Aug 2019 - Jul 2023
+4.20%
Feb 2020 - Jan 2024
0.00%
0 out of 10
US Inflation Adjusted +6.53% +14.34%
Aug 2019 - Jul 2023
-0.36%
Feb 2020 - Jan 2024
10.00%
1 out of 10
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Self-Driving EV and Tech ETF (IDRV) ETF: Historical Returns page.