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

Simulation Settings
Category:
Period: May 2019 - June 2025 (~6 years)
Initial Amount: 1$
Currency: USD
Inflation: US
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When holding the iShares Self-Driving EV and Tech ETF (IDRV) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~6 years), the longest duration with a negative return was 58 months (from September 2020 to June 2025). This negative serie is not closed yet.

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.

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
Time Period: 1 July 2020 - 30 June 2025 (5 Years)
Time Period: 1 May 2019 - 30 June 2025 (~6 years)
All Data
(2019/05 - 2025/06)
US Inflation Adjusted:

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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.

ISHARES SELF-DRIVING EV AND TECH ETF (IDRV) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 May 2019 - 30 June 2025 (~6 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-36.57%
Jan 2022 - Dec 2022
-0.59% +122.65%
Apr 2020 - Mar 2021
50.79%
32 out of 63
-40.40%
Jan 2022 - Dec 2022
-2.90% +116.97%
Apr 2020 - Mar 2021
57.14%
36 out of 63
-21.50%
Nov 2021 - Oct 2023
-6.96% +51.01%
Jun 2019 - May 2021
62.75%
32 out of 51
-25.58%
Nov 2021 - Oct 2023
-9.98% +47.26%
Jun 2019 - May 2021
66.67%
34 out of 51
-17.08%
Dec 2021 - Nov 2024
-4.01% +26.50%
Jun 2019 - May 2022
53.85%
21 out of 39
-20.50%
Dec 2021 - Nov 2024
-6.64% +21.05%
Jun 2019 - May 2022
56.41%
22 out of 39
-9.61%
Jul 2021 - Jun 2025
+4.19% +19.45%
Aug 2019 - Jul 2023
37.04%
10 out of 27
-13.63%
May 2021 - Apr 2025
-0.37% +14.34%
Aug 2019 - Jul 2023
51.85%
14 out of 27
+3.38%
Jan 2020 - Dec 2024
+5.46% +9.10%
Jun 2019 - May 2024
0.00%
0 out of 15
-0.92%
Jul 2020 - Jun 2025
+0.89% +4.73%
Jun 2019 - May 2024
26.67%
4 out of 15
+4.15%
May 2019 - Apr 2025
+6.15% +7.43%
Jun 2019 - May 2025
0.00%
0 out of 3
+0.28%
May 2019 - Apr 2025
+2.19% +3.42%
Jun 2019 - May 2025
0.00%
0 out of 3
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