iShares Short-Term National Muni Bond (SUB): Rolling Returns

Data Source: from January 1978 to January 2024 (~46 years)
Consolidated Returns as of 31 January 2024

Holding the iShares Short-Term National Muni Bond (SUB) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~46 years), the longest period with a negative return lasted 45 months (from January 2020 to September 2023).

This means that every rolling period of 46 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Short-Term National Muni Bond (SUB) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ISHARES SHORT-TERM NATIONAL MUNI BOND (SUB) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 0.93% (updated at Jan 31, 2024).

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 SHORT-TERM NATIONAL MUNI BOND (SUB) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1978 - 31 January 2024 (~46 years)
Inflation Adjusted:
Swipe left to see all data
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 -3.95 10/2021
09/2022
0.96$ 0.36 1.00$ 2.28 1.02$ 4.31 1.04$ 7.67 07/2008
06/2009
1.07$ 1.61 8.31%
2Y -1.80 10/2020
09/2022
0.96$ 0.59 1.01$ 2.24 1.04$ 4.15 1.08$ 6.05 07/2007
06/2009
1.12$ 0.73 5.93%
3Y -0.77 10/2020
09/2023
0.97$ 0.63 1.01$ 2.18 1.06$ 4.09 1.12$ 5.24 07/2006
06/2009
1.16$ 0.06 3.08%
4Y 0.13 11/2019
10/2023
1.00$ 0.73 1.02$ 2.12 1.08$ 3.92 1.16$ 4.51 01/1995
12/1998
1.19$ 0.55 0.00%
5Y 0.46 03/2013
02/2018
1.02$ 0.89 1.04$ 2.34 1.12$ 3.88 1.20$ 4.27 09/1996
08/2001
1.23$ 1.09 0.00%
6Y 0.47 05/2012
04/2018
1.02$ 0.91 1.05$ 2.58 1.16$ 3.74 1.24$ 4.30 02/1995
01/2001
1.28$ 1.22 0.00%
7Y 0.56 11/2015
10/2022
1.03$ 0.93 1.06$ 2.72 1.20$ 3.42 1.26$ 4.33 11/1994
10/2001
1.34$ 1.15 0.00%
8Y 0.59 10/2014
09/2022
1.04$ 0.95 1.07$ 2.65 1.23$ 3.26 1.29$ 4.22 01/1995
12/2002
1.39$ 0.98 0.00%
9Y 0.59 11/2013
10/2022
1.05$ 1.06 1.09$ 2.52 1.25$ 3.28 1.33$ 4.00 06/1994
05/2003
1.42$ 0.93 0.00%
10Y 0.57 10/2012
09/2022
1.05$ 1.16 1.12$ 2.36 1.26$ 3.23 1.37$ 3.75 04/1994
03/2004
1.44$ 0.93 0.00%
11Y 0.63 10/2012
09/2023
1.07$ 1.23 1.14$ 2.24 1.27$ 3.26 1.42$ 3.57 07/1998
06/2009
1.47$ 0.90 0.00%
12Y 0.70 10/2011
09/2023
1.08$ 1.24 1.15$ 2.14 1.28$ 3.31 1.47$ 3.62 07/1997
06/2009
1.53$ 0.89 0.00%
13Y 0.78 10/2009
09/2022
1.10$ 1.58 1.22$ 2.11 1.31$ 3.36 1.53$ 3.66 07/1996
06/2009
1.59$ 1.12 0.00%
14Y 0.81 07/2009
06/2023
1.11$ 1.71 1.26$ 2.14 1.34$ 3.37 1.58$ 3.67 07/1995
06/2009
1.65$ 1.04 0.00%
15Y 1.14 02/2009
01/2024
1.18$ 1.75 1.29$ 2.16 1.37$ 3.24 1.61$ 3.73 07/1994
06/2009
1.73$ 1.14 0.00%
16Y 1.32 10/2007
09/2023
1.23$ 1.78 1.32$ 2.13 1.40$ 3.20 1.65$ 3.49 09/1994
08/2010
1.73$ 1.36 0.00%
17Y 1.46 10/2006
09/2023
1.27$ 1.78 1.34$ 2.25 1.46$ 3.06 1.67$ 3.39 01/1995
12/2011
1.76$ 1.57 0.00%
18Y 1.54 11/2004
10/2022
1.31$ 1.69 1.35$ 2.23 1.48$ 2.97 1.69$ 3.31 03/1994
02/2012
1.79$ 1.66 0.00%
19Y 1.52 10/2003
09/2022
1.33$ 1.66 1.36$ 2.22 1.51$ 2.88 1.71$ 3.17 03/1994
02/2013
1.81$ 1.67 0.00%
20Y 1.51 10/2003
09/2023
1.34$ 1.66 1.38$ 2.26 1.56$ 2.79 1.73$ 3.04 03/1994
02/2014
1.82$ 1.64 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
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 -11.22 10/2021
09/2022
0.88$ -2.15 0.97$ 0.16 1.00$ 2.16 1.02$ 9.01 07/2008
06/2009
1.09$ -1.45 46.70%
2Y -8.05 11/2020
10/2022
0.84$ -1.65 0.96$ -0.08 0.99$ 2.00 1.04$ 4.17 07/2007
06/2009
1.08$ -3.81 51.34%
3Y -6.15 10/2020
09/2023
0.82$ -1.25 0.96$ -0.20 0.99$ 1.76 1.05$ 3.07 07/2006
06/2009
1.09$ -5.30 53.23%
4Y -4.29 10/2019
09/2023
0.83$ -1.00 0.96$ -0.28 0.98$ 1.58 1.06$ 2.16 01/1995
12/1998
1.08$ -3.86 54.95%
5Y -3.18 11/2017
10/2022
0.85$ -0.90 0.95$ -0.15 0.99$ 1.40 1.07$ 1.94 02/1997
01/2002
1.10$ -2.95 52.82%
6Y -2.99 10/2017
09/2023
0.83$ -0.87 0.94$ 0.14 1.00$ 1.32 1.08$ 1.77 07/1996
06/2002
1.11$ -2.41 45.33%
7Y -2.76 10/2016
09/2023
0.82$ -0.76 0.94$ 0.26 1.01$ 1.02 1.07$ 1.86 01/1995
12/2001
1.13$ -2.26 37.55%
8Y -2.50 10/2015
09/2023
0.81$ -0.79 0.93$ 0.27 1.02$ 0.87 1.07$ 1.75 01/1995
12/2002
1.14$ -2.31 32.83%
9Y -2.17 10/2014
09/2023
0.82$ -0.79 0.93$ 0.21 1.01$ 0.80 1.07$ 1.54 06/1994
05/2003
1.14$ -2.13 30.04%
10Y -2.05 10/2013
09/2023
0.81$ -0.67 0.93$ 0.18 1.01$ 0.73 1.07$ 1.28 04/1994
03/2004
1.13$ -1.81 34.85%
11Y -1.94 10/2012
09/2023
0.80$ -0.60 0.93$ 0.15 1.01$ 0.68 1.07$ 1.00 06/1998
05/2009
1.11$ -1.72 38.43%
12Y -1.83 10/2011
09/2023
0.80$ -0.72 0.91$ 0.07 1.00$ 0.73 1.09$ 1.15 05/1997
04/2009
1.14$ -1.65 36.41%
13Y -1.83 10/2010
09/2023
0.78$ -0.17 0.97$ 0.08 1.00$ 0.76 1.10$ 1.18 06/1996
05/2009
1.16$ -1.46 39.02%
14Y -1.69 10/2009
09/2023
0.78$ -0.30 0.95$ 0.12 1.01$ 0.75 1.10$ 1.19 05/1995
04/2009
1.18$ -1.48 37.31%
15Y -1.39 02/2009
01/2024
0.81$ -0.37 0.94$ 0.15 1.02$ 0.78 1.12$ 1.18 07/1994
06/2009
1.19$ -1.39 41.44%
16Y -1.10 10/2007
09/2023
0.83$ -0.41 0.93$ 0.07 1.01$ 0.75 1.12$ 1.06 09/1994
08/2010
1.18$ -1.01 43.20%
17Y -1.02 11/2006
10/2023
0.84$ -0.54 0.91$ 0.15 1.02$ 0.65 1.11$ 0.90 01/1995
12/2011
1.16$ -0.91 47.13%
18Y -0.94 11/2004
10/2022
0.84$ -0.75 0.87$ 0.07 1.01$ 0.59 1.11$ 0.84 08/1994
07/2012
1.16$ -0.80 44.83%
19Y -1.01 10/2004
09/2023
0.82$ -0.83 0.85$ 0.08 1.01$ 0.55 1.10$ 0.72 12/1994
11/2013
1.14$ -0.86 33.08%
20Y -1.03 10/2003
09/2023
0.81$ -0.84 0.84$ 0.11 1.02$ 0.53 1.11$ 0.70 02/1995
01/2015
1.14$ -0.91 28.93%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
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 -3.95 10/2021
09/2022
0.96$ 0.75 1.00$ 3.68 1.03$ 6.48 1.06$ 10.88 10/1981
09/1982
1.10$ 1.61 5.35%
2Y -1.80 10/2020
09/2022
0.96$ 0.81 1.01$ 3.73 1.07$ 6.48 1.13$ 9.22 01/1981
12/1982
1.19$ 0.73 3.77%
3Y -0.77 10/2020
09/2023
0.97$ 1.01 1.03$ 3.81 1.11$ 6.46 1.20$ 8.11 03/1980
02/1983
1.26$ 0.06 1.93%
4Y 0.13 11/2019
10/2023
1.00$ 1.10 1.04$ 3.81 1.16$ 6.35 1.27$ 7.66 06/1981
05/1985
1.34$ 0.55 0.00%
5Y 0.46 03/2013
02/2018
1.02$ 1.13 1.05$ 3.76 1.20$ 6.16 1.34$ 7.54 10/1981
09/1986
1.43$ 1.09 0.00%
6Y 0.47 05/2012
04/2018
1.02$ 1.11 1.06$ 3.57 1.23$ 6.18 1.43$ 7.47 12/1980
11/1986
1.54$ 1.22 0.00%
7Y 0.56 11/2015
10/2022
1.03$ 1.11 1.08$ 3.42 1.26$ 6.23 1.52$ 7.22 04/1980
03/1987
1.62$ 1.15 0.00%
8Y 0.59 10/2014
09/2022
1.04$ 1.15 1.09$ 3.32 1.29$ 6.28 1.62$ 6.89 04/1980
03/1988
1.70$ 0.98 0.00%
9Y 0.59 11/2013
10/2022
1.05$ 1.23 1.11$ 3.34 1.34$ 6.24 1.72$ 6.81 01/1981
12/1989
1.80$ 0.93 0.00%
10Y 0.57 10/2012
09/2022
1.05$ 1.37 1.14$ 3.36 1.39$ 6.09 1.80$ 6.79 01/1981
12/1990
1.92$ 0.93 0.00%
11Y 0.63 10/2012
09/2023
1.07$ 1.56 1.18$ 3.38 1.44$ 5.78 1.85$ 6.83 01/1981
12/1991
2.06$ 0.90 0.00%
12Y 0.70 10/2011
09/2023
1.08$ 1.79 1.23$ 3.37 1.48$ 5.65 1.93$ 6.70 01/1980
12/1991
2.17$ 0.89 0.00%
13Y 0.78 10/2009
09/2022
1.10$ 1.88 1.27$ 3.39 1.54$ 5.60 2.03$ 6.56 03/1980
02/1993
2.28$ 1.12 0.00%
14Y 0.81 07/2009
06/2023
1.11$ 1.90 1.30$ 3.43 1.60$ 5.50 2.11$ 6.42 03/1979
02/1993
2.38$ 1.04 0.00%
15Y 1.14 02/2009
01/2024
1.18$ 1.93 1.33$ 3.43 1.65$ 5.46 2.22$ 6.24 01/1979
12/1993
2.47$ 1.14 0.00%
16Y 1.32 10/2007
09/2023
1.23$ 1.91 1.35$ 3.49 1.73$ 5.50 2.35$ 6.05 11/1979
10/1995
2.55$ 1.36 0.00%
17Y 1.46 10/2006
09/2023
1.27$ 1.92 1.38$ 3.54 1.80$ 5.45 2.46$ 5.95 01/1979
12/1995
2.67$ 1.57 0.00%
18Y 1.54 11/2004
10/2022
1.31$ 1.97 1.41$ 3.53 1.86$ 5.33 2.54$ 5.82 01/1979
12/1996
2.76$ 1.66 0.00%
19Y 1.52 10/2003
09/2022
1.33$ 2.09 1.48$ 3.61 1.95$ 5.37 2.70$ 5.74 11/1979
10/1998
2.89$ 1.67 0.00%
20Y 1.51 10/2003
09/2023
1.34$ 2.22 1.55$ 3.52 1.99$ 5.35 2.83$ 5.66 01/1979
12/1998
3.00$ 1.64 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
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 -11.22 10/2021
09/2022
0.88$ -2.29 0.97$ 0.54 1.00$ 2.69 1.02$ 9.01 07/2008
06/2009
1.09$ -1.45 39.48%
2Y -8.05 11/2020
10/2022
0.84$ -1.62 0.96$ 0.70 1.01$ 2.57 1.05$ 4.97 06/1984
05/1986
1.10$ -3.81 38.87%
3Y -6.63 01/1978
12/1980
0.81$ -1.20 0.96$ 0.96 1.02$ 2.25 1.06$ 4.04 03/1984
02/1987
1.12$ -5.30 38.42%
4Y -5.15 01/1978
12/1981
0.80$ -0.93 0.96$ 1.05 1.04$ 2.03 1.08$ 3.95 07/1982
06/1986
1.16$ -3.86 38.74%
5Y -3.18 11/2017
10/2022
0.85$ -0.80 0.96$ 1.02 1.05$ 1.85 1.09$ 4.01 10/1981
09/1986
1.21$ -2.95 36.64%
6Y -2.99 10/2017
09/2023
0.83$ -0.68 0.96$ 0.78 1.04$ 1.93 1.12$ 3.34 09/1981
08/1987
1.21$ -2.41 30.91%
7Y -2.76 10/2016
09/2023
0.82$ -0.65 0.95$ 0.66 1.04$ 2.00 1.14$ 3.08 10/1981
09/1988
1.23$ -2.26 25.11%
8Y -2.50 10/2015
09/2023
0.81$ -0.54 0.95$ 0.61 1.05$ 1.95 1.16$ 2.90 10/1981
09/1989
1.25$ -2.31 20.74%
9Y -2.17 10/2014
09/2023
0.82$ -0.37 0.96$ 0.64 1.05$ 1.74 1.16$ 2.61 10/1981
09/1990
1.26$ -2.13 18.39%
10Y -2.05 10/2013
09/2023
0.81$ -0.22 0.97$ 0.71 1.07$ 1.79 1.19$ 2.70 10/1981
09/1991
1.30$ -1.81 20.51%
11Y -1.94 10/2012
09/2023
0.80$ -0.11 0.98$ 0.69 1.07$ 1.75 1.21$ 2.71 10/1981
09/1992
1.34$ -1.72 22.04%
12Y -1.83 10/2011
09/2023
0.80$ -0.04 0.99$ 0.74 1.09$ 1.77 1.23$ 2.58 10/1981
09/1993
1.35$ -1.65 19.27%
13Y -1.83 10/2010
09/2023
0.78$ -0.05 0.99$ 0.76 1.10$ 1.84 1.26$ 2.33 10/1981
09/1994
1.34$ -1.46 20.10%
14Y -1.69 10/2009
09/2023
0.78$ -0.11 0.98$ 0.76 1.11$ 1.77 1.27$ 2.33 10/1981
09/1995
1.37$ -1.48 18.65%
15Y -1.39 02/2009
01/2024
0.81$ -0.12 0.98$ 0.80 1.12$ 1.72 1.29$ 2.22 10/1981
09/1996
1.39$ -1.39 20.05%
16Y -1.10 10/2007
09/2023
0.83$ -0.17 0.97$ 0.83 1.14$ 1.75 1.32$ 2.21 10/1981
09/1997
1.41$ -1.01 20.17%
17Y -1.02 11/2006
10/2023
0.84$ -0.17 0.97$ 0.88 1.16$ 1.76 1.34$ 2.25 10/1981
09/1998
1.45$ -0.91 21.14%
18Y -0.94 11/2004
10/2022
0.84$ -0.07 0.98$ 0.84 1.16$ 1.77 1.37$ 2.14 10/1981
09/1999
1.46$ -0.80 19.23%
19Y -1.01 10/2004
09/2023
0.82$ 0.02 1.00$ 0.84 1.17$ 1.76 1.39$ 2.05 10/1981
09/2000
1.47$ -0.86 13.50%
20Y -1.03 10/2003
09/2023
0.81$ 0.08 1.01$ 0.89 1.19$ 1.65 1.38$ 2.11 10/1981
09/2001
1.51$ -0.91 11.15%
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 +3.68% +10.88%
Oct 1981 - Sep 1982
-3.95%
Oct 2021 - Sep 2022
5.35%
29 out of 542
US Inflation Adjusted +0.54% +9.01%
Jul 2008 - Jun 2009
-11.22%
Oct 2021 - Sep 2022
39.48%
214 out of 542
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 +3.73% +9.22%
Jan 1981 - Dec 1982
-1.80%
Oct 2020 - Sep 2022
3.77%
20 out of 530
US Inflation Adjusted +0.70% +4.97%
Jun 1984 - May 1986
-8.05%
Nov 2020 - Oct 2022
38.87%
206 out of 530
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 +3.81% +8.11%
Mar 1980 - Feb 1983
-0.77%
Oct 2020 - Sep 2023
1.93%
10 out of 518
US Inflation Adjusted +0.96% +4.04%
Mar 1984 - Feb 1987
-6.63%
Jan 1978 - Dec 1980
38.42%
199 out of 518
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 +3.81% +7.66%
Jun 1981 - May 1985
+0.13%
Nov 2019 - Oct 2023
0.00%
0 out of 506
US Inflation Adjusted +1.05% +3.95%
Jul 1982 - Jun 1986
-5.15%
Jan 1978 - Dec 1981
38.74%
196 out of 506
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.76% +7.54%
Oct 1981 - Sep 1986
+0.46%
Mar 2013 - Feb 2018
0.00%
0 out of 494
US Inflation Adjusted +1.02% +4.01%
Oct 1981 - Sep 1986
-3.18%
Nov 2017 - Oct 2022
36.64%
181 out of 494
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.57% +7.47%
Dec 1980 - Nov 1986
+0.47%
May 2012 - Apr 2018
0.00%
0 out of 482
US Inflation Adjusted +0.78% +3.34%
Sep 1981 - Aug 1987
-2.99%
Oct 2017 - Sep 2023
30.91%
149 out of 482
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.42% +7.22%
Apr 1980 - Mar 1987
+0.56%
Nov 2015 - Oct 2022
0.00%
0 out of 470
US Inflation Adjusted +0.66% +3.08%
Oct 1981 - Sep 1988
-2.76%
Oct 2016 - Sep 2023
25.11%
118 out of 470
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.32% +6.89%
Apr 1980 - Mar 1988
+0.59%
Oct 2014 - Sep 2022
0.00%
0 out of 458
US Inflation Adjusted +0.61% +2.90%
Oct 1981 - Sep 1989
-2.50%
Oct 2015 - Sep 2023
20.74%
95 out of 458
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.34% +6.81%
Jan 1981 - Dec 1989
+0.59%
Nov 2013 - Oct 2022
0.00%
0 out of 446
US Inflation Adjusted +0.64% +2.61%
Oct 1981 - Sep 1990
-2.17%
Oct 2014 - Sep 2023
18.39%
82 out of 446
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.36% +6.79%
Jan 1981 - Dec 1990
+0.57%
Oct 2012 - Sep 2022
0.00%
0 out of 434
US Inflation Adjusted +0.71% +2.70%
Oct 1981 - Sep 1991
-2.05%
Oct 2013 - Sep 2023
20.51%
89 out of 434
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.38% +6.83%
Jan 1981 - Dec 1991
+0.63%
Oct 2012 - Sep 2023
0.00%
0 out of 422
US Inflation Adjusted +0.69% +2.71%
Oct 1981 - Sep 1992
-1.94%
Oct 2012 - Sep 2023
22.04%
93 out of 422
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.37% +6.70%
Jan 1980 - Dec 1991
+0.70%
Oct 2011 - Sep 2023
0.00%
0 out of 410
US Inflation Adjusted +0.74% +2.58%
Oct 1981 - Sep 1993
-1.83%
Oct 2011 - Sep 2023
19.27%
79 out of 410
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.39% +6.56%
Mar 1980 - Feb 1993
+0.78%
Oct 2009 - Sep 2022
0.00%
0 out of 398
US Inflation Adjusted +0.76% +2.33%
Oct 1981 - Sep 1994
-1.83%
Oct 2010 - Sep 2023
20.10%
80 out of 398
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.43% +6.42%
Mar 1979 - Feb 1993
+0.81%
Jul 2009 - Jun 2023
0.00%
0 out of 386
US Inflation Adjusted +0.76% +2.33%
Oct 1981 - Sep 1995
-1.69%
Oct 2009 - Sep 2023
18.65%
72 out of 386
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.43% +6.24%
Jan 1979 - Dec 1993
+1.14%
Feb 2009 - Jan 2024
0.00%
0 out of 374
US Inflation Adjusted +0.80% +2.22%
Oct 1981 - Sep 1996
-1.39%
Feb 2009 - Jan 2024
20.05%
75 out of 374
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.49% +6.05%
Nov 1979 - Oct 1995
+1.32%
Oct 2007 - Sep 2023
0.00%
0 out of 362
US Inflation Adjusted +0.83% +2.21%
Oct 1981 - Sep 1997
-1.10%
Oct 2007 - Sep 2023
20.17%
73 out of 362
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.54% +5.95%
Jan 1979 - Dec 1995
+1.46%
Oct 2006 - Sep 2023
0.00%
0 out of 350
US Inflation Adjusted +0.88% +2.25%
Oct 1981 - Sep 1998
-1.02%
Nov 2006 - Oct 2023
21.14%
74 out of 350
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.53% +5.82%
Jan 1979 - Dec 1996
+1.54%
Nov 2004 - Oct 2022
0.00%
0 out of 338
US Inflation Adjusted +0.84% +2.14%
Oct 1981 - Sep 1999
-0.94%
Nov 2004 - Oct 2022
19.23%
65 out of 338
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.61% +5.74%
Nov 1979 - Oct 1998
+1.52%
Oct 2003 - Sep 2022
0.00%
0 out of 326
US Inflation Adjusted +0.84% +2.05%
Oct 1981 - Sep 2000
-1.01%
Oct 2004 - Sep 2023
13.50%
44 out of 326
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.52% +5.66%
Jan 1979 - Dec 1998
+1.51%
Oct 2003 - Sep 2023
0.00%
0 out of 314
US Inflation Adjusted +0.89% +2.11%
Oct 1981 - Sep 2001
-1.03%
Oct 2003 - Sep 2023
11.15%
35 out of 314
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Short-Term National Muni Bond (SUB) ETF: Historical Returns page.