Consolidated Returns as of 30 June 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 (~47 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
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The annualized return of the last 10 years has been 0.93% (updated at Jun 30, 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.67% |
+10.88%
Oct 1981 - Sep 1982 |
-3.95%
Oct 2021 - Sep 2022 |
5.30%
29 out of 547 |
US Inflation Adjusted | +0.52% |
+9.01%
Jul 2008 - Jun 2009 |
-11.22%
Oct 2021 - Sep 2022 |
40.04%
219 out of 547 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.71% |
+9.22%
Jan 1981 - Dec 1982 |
-1.80%
Oct 2020 - Sep 2022 |
3.74%
20 out of 535 |
US Inflation Adjusted | +0.69% |
+4.97%
Jun 1984 - May 1986 |
-8.05%
Nov 2020 - Oct 2022 |
39.44%
211 out of 535 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.80% |
+8.11%
Mar 1980 - Feb 1983 |
-0.77%
Oct 2020 - Sep 2023 |
2.10%
11 out of 523 |
US Inflation Adjusted | +0.95% |
+4.04%
Mar 1984 - Feb 1987 |
-6.63%
Jan 1978 - Dec 1980 |
39.01%
204 out of 523 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.80% |
+7.66%
Jun 1981 - May 1985 |
+0.13%
Nov 2019 - Oct 2023 |
0.00%
0 out of 511 |
US Inflation Adjusted | +1.04% |
+3.95%
Jul 1982 - Jun 1986 |
-5.15%
Jan 1978 - Dec 1981 |
39.33%
201 out of 511 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.73% |
+7.54%
Oct 1981 - Sep 1986 |
+0.46%
Mar 2013 - Feb 2018 |
0.00%
0 out of 499 |
US Inflation Adjusted | +1.00% |
+4.01%
Oct 1981 - Sep 1986 |
-3.28%
Jun 2019 - May 2024 |
37.27%
186 out of 499 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.51% |
+7.47%
Dec 1980 - Nov 1986 |
+0.47%
May 2012 - Apr 2018 |
0.00%
0 out of 487 |
US Inflation Adjusted | +0.78% |
+3.34%
Sep 1981 - Aug 1987 |
-2.99%
Oct 2017 - Sep 2023 |
31.62%
154 out of 487 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.37% |
+7.22%
Apr 1980 - Mar 1987 |
+0.56%
Nov 2015 - Oct 2022 |
0.00%
0 out of 475 |
US Inflation Adjusted | +0.63% |
+3.08%
Oct 1981 - Sep 1988 |
-2.76%
Oct 2016 - Sep 2023 |
25.89%
123 out of 475 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.28% |
+6.89%
Apr 1980 - Mar 1988 |
+0.59%
Oct 2014 - Sep 2022 |
0.00%
0 out of 463 |
US Inflation Adjusted | +0.59% |
+2.90%
Oct 1981 - Sep 1989 |
-2.50%
Oct 2015 - Sep 2023 |
21.60%
100 out of 463 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.32% |
+6.81%
Jan 1981 - Dec 1989 |
+0.59%
Nov 2013 - Oct 2022 |
0.00%
0 out of 451 |
US Inflation Adjusted | +0.64% |
+2.61%
Oct 1981 - Sep 1990 |
-2.17%
Oct 2014 - Sep 2023 |
19.29%
87 out of 451 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.32% |
+6.79%
Jan 1981 - Dec 1990 |
+0.57%
Oct 2012 - Sep 2022 |
0.00%
0 out of 439 |
US Inflation Adjusted | +0.68% |
+2.70%
Oct 1981 - Sep 1991 |
-2.05%
Oct 2013 - Sep 2023 |
21.41%
94 out of 439 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.36% |
+6.83%
Jan 1981 - Dec 1991 |
+0.63%
Oct 2012 - Sep 2023 |
0.00%
0 out of 427 |
US Inflation Adjusted | +0.68% |
+2.71%
Oct 1981 - Sep 1992 |
-1.94%
Oct 2012 - Sep 2023 |
22.95%
98 out of 427 |
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Annualized Rolling Returns - 12 Years (144 months)
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 415 |
US Inflation Adjusted | +0.73% |
+2.58%
Oct 1981 - Sep 1993 |
-1.83%
Oct 2011 - Sep 2023 |
20.24%
84 out of 415 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.38% |
+6.56%
Mar 1980 - Feb 1993 |
+0.78%
Oct 2009 - Sep 2022 |
0.00%
0 out of 403 |
US Inflation Adjusted | +0.76% |
+2.33%
Oct 1981 - Sep 1994 |
-1.83%
Oct 2010 - Sep 2023 |
21.09%
85 out of 403 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.42% |
+6.42%
Mar 1979 - Feb 1993 |
+0.81%
Jul 2009 - Jun 2023 |
0.00%
0 out of 391 |
US Inflation Adjusted | +0.75% |
+2.33%
Oct 1981 - Sep 1995 |
-1.69%
Oct 2009 - Sep 2023 |
19.69%
77 out of 391 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.43% |
+6.24%
Jan 1979 - Dec 1993 |
+0.92%
Jul 2009 - Jun 2024 |
0.00%
0 out of 379 |
US Inflation Adjusted | +0.80% |
+2.22%
Oct 1981 - Sep 1996 |
-1.62%
Jun 2009 - May 2024 |
21.11%
80 out of 379 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.48% |
+6.05%
Nov 1979 - Oct 1995 |
+1.29%
Jun 2008 - May 2024 |
0.00%
0 out of 367 |
US Inflation Adjusted | +0.82% |
+2.21%
Oct 1981 - Sep 1997 |
-1.10%
Oct 2007 - Sep 2023 |
21.25%
78 out of 367 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.52% |
+5.95%
Jan 1979 - Dec 1995 |
+1.46%
Oct 2006 - Sep 2023 |
0.00%
0 out of 355 |
US Inflation Adjusted | +0.87% |
+2.25%
Oct 1981 - Sep 1998 |
-1.02%
Nov 2006 - Oct 2023 |
22.25%
79 out of 355 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.51% |
+5.82%
Jan 1979 - Dec 1996 |
+1.54%
Nov 2004 - Oct 2022 |
0.00%
0 out of 343 |
US Inflation Adjusted | +0.82% |
+2.14%
Oct 1981 - Sep 1999 |
-0.94%
Nov 2004 - Oct 2022 |
20.41%
70 out of 343 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.56% |
+5.74%
Nov 1979 - Oct 1998 |
+1.52%
Oct 2003 - Sep 2022 |
0.00%
0 out of 331 |
US Inflation Adjusted | +0.83% |
+2.05%
Oct 1981 - Sep 2000 |
-1.01%
Oct 2004 - Sep 2023 |
14.80%
49 out of 331 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.51% |
+5.66%
Jan 1979 - Dec 1998 |
+1.51%
Oct 2003 - Sep 2023 |
0.00%
0 out of 319 |
US Inflation Adjusted | +0.87% |
+2.11%
Oct 1981 - Sep 2001 |
-1.03%
Oct 2003 - Sep 2023 |
12.54%
40 out of 319 |
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To obtain comprehensive information, please consult the iShares Short-Term National Muni Bond (SUB) ETF: Historical Returns page.