Consolidated Returns as of 30 June 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 46 months (from September 2020 to June 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.14% |
+122.65%
Apr 2020 - Mar 2021 |
-36.57%
Jan 2022 - Dec 2022 |
45.10%
23 out of 51 |
US Inflation Adjusted | +1.18% |
+116.97%
Apr 2020 - Mar 2021 |
-40.40%
Jan 2022 - Dec 2022 |
49.02%
25 out of 51 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.26% |
+51.01%
Jun 2019 - May 2021 |
-21.50%
Nov 2021 - Oct 2023 |
51.28%
20 out of 39 |
US Inflation Adjusted | -6.78% |
+47.26%
Jun 2019 - May 2021 |
-25.58%
Nov 2021 - Oct 2023 |
56.41%
22 out of 39 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.43% |
+26.50%
Jun 2019 - May 2022 |
-15.26%
Jul 2021 - Jun 2024 |
33.33%
9 out of 27 |
US Inflation Adjusted | +8.09% |
+21.05%
Jun 2019 - May 2022 |
-19.27%
Jul 2021 - Jun 2024 |
37.04%
10 out of 27 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.90% |
+19.45%
Aug 2019 - Jul 2023 |
+2.09%
Jul 2020 - Jun 2024 |
0.00%
0 out of 15 |
US Inflation Adjusted | +4.18% |
+14.34%
Aug 2019 - Jul 2023 |
-2.82%
Jul 2020 - Jun 2024 |
13.33%
2 out of 15 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.46% |
+9.10%
Jun 2019 - May 2024 |
+4.94%
May 2019 - Apr 2024 |
0.00%
0 out of 3 |
US Inflation Adjusted | +1.24% |
+4.73%
Jun 2019 - May 2024 |
+0.73%
May 2019 - Apr 2024 |
0.00%
0 out of 3 |
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To obtain comprehensive information, please consult the iShares Self-Driving EV and Tech ETF (IDRV) ETF: Historical Returns page.