Consolidated Returns as of 30 June 2024
Holding the iShares Short Treasury Bond (SHV) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~17 years), the longest period with a negative return lasted 30 months (from April 2020 to September 2022).
This means that every rolling period of 31 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Short Treasury Bond (SHV) 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 | +0.18% |
+5.34%
Jun 2023 - May 2024 |
-0.26%
May 2021 - Apr 2022 |
12.30%
23 out of 187 |
US Inflation Adjusted | -1.34% |
+3.16%
Aug 2008 - Jul 2009 |
-8.48%
Jul 2021 - Jun 2022 |
74.87%
140 out of 187 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.25% |
+4.17%
Jul 2022 - Jun 2024 |
-0.14%
Jul 2020 - Jun 2022 |
5.14%
9 out of 175 |
US Inflation Adjusted | -1.44% |
+1.14%
Jun 2018 - May 2020 |
-6.80%
Jul 2020 - Jun 2022 |
88.57%
155 out of 175 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.46% |
+2.67%
Jul 2021 - Jun 2024 |
+0.00%
Jan 2013 - Dec 2015 |
0.00%
0 out of 163 |
US Inflation Adjusted | -1.27% |
+0.21%
May 2017 - Apr 2020 |
-4.84%
May 2020 - Apr 2023 |
98.16%
160 out of 163 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.48% |
+1.99%
Jul 2020 - Jun 2024 |
+0.01%
Jan 2012 - Dec 2015 |
0.00%
0 out of 151 |
US Inflation Adjusted | -1.17% |
-0.22%
Jun 2016 - May 2020 |
-3.34%
Mar 2019 - Feb 2023 |
100.00%
151 out of 151 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.49% |
+1.96%
Jul 2019 - Jun 2024 |
+0.02%
Jan 2011 - Dec 2015 |
0.00%
0 out of 139 |
US Inflation Adjusted | -1.25% |
-0.35%
Jun 2015 - May 2020 |
-2.75%
Jul 2017 - Jun 2022 |
100.00%
139 out of 139 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.57% |
+2.02%
Jul 2018 - Jun 2024 |
+0.04%
Jan 2010 - Dec 2015 |
0.00%
0 out of 127 |
US Inflation Adjusted | -1.35% |
-0.30%
Jun 2014 - May 2020 |
-2.51%
Nov 2016 - Oct 2022 |
100.00%
127 out of 127 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.67% |
+1.90%
Jul 2017 - Jun 2024 |
+0.06%
Jan 2009 - Dec 2015 |
0.00%
0 out of 115 |
US Inflation Adjusted | -1.47% |
-0.56%
Jun 2013 - May 2020 |
-2.40%
Mar 2016 - Feb 2023 |
100.00%
115 out of 115 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.70% |
+1.70%
Jul 2016 - Jun 2024 |
+0.10%
Jan 2009 - Dec 2016 |
0.00%
0 out of 103 |
US Inflation Adjusted | -1.47% |
-0.64%
May 2012 - Apr 2020 |
-2.20%
Mar 2015 - Feb 2023 |
100.00%
103 out of 103 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.64% |
+1.54%
Jul 2015 - Jun 2024 |
+0.16%
Jan 2009 - Dec 2017 |
0.00%
0 out of 91 |
US Inflation Adjusted | -1.35% |
-0.77%
Jun 2011 - May 2020 |
-2.00%
Nov 2013 - Oct 2022 |
100.00%
91 out of 91 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.59% |
+1.39%
Jul 2014 - Jun 2024 |
+0.31%
Dec 2008 - Nov 2018 |
0.00%
0 out of 79 |
US Inflation Adjusted | -1.37% |
-1.02%
Jun 2010 - May 2020 |
-1.97%
Jul 2012 - Jun 2022 |
100.00%
79 out of 79 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.56% |
+1.27%
Jul 2013 - Jun 2024 |
+0.49%
Apr 2008 - Mar 2019 |
0.00%
0 out of 67 |
US Inflation Adjusted | -1.48% |
-0.89%
Aug 2008 - Jul 2019 |
-1.94%
Jul 2011 - Jun 2022 |
100.00%
67 out of 67 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.58% |
+1.16%
Jul 2012 - Jun 2024 |
+0.48%
Jul 2010 - Jun 2022 |
0.00%
0 out of 55 |
US Inflation Adjusted | -1.55% |
-0.75%
Jul 2008 - Jun 2020 |
-2.05%
Jul 2010 - Jun 2022 |
100.00%
55 out of 55 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.60% |
+1.07%
Jul 2011 - Jun 2024 |
+0.46%
Jul 2009 - Jun 2022 |
0.00%
0 out of 43 |
US Inflation Adjusted | -1.74% |
-0.94%
Jan 2008 - Dec 2020 |
-1.96%
Jul 2009 - Jun 2022 |
100.00%
43 out of 43 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.59% |
+1.00%
Jul 2010 - Jun 2024 |
+0.49%
Dec 2008 - Nov 2022 |
0.00%
0 out of 31 |
US Inflation Adjusted | -1.67% |
-1.37%
Jan 2008 - Dec 2021 |
-1.94%
Jan 2009 - Dec 2022 |
100.00%
31 out of 31 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.73% |
+0.95%
Jul 2009 - Jun 2024 |
+0.62%
Mar 2008 - Feb 2023 |
0.00%
0 out of 19 |
US Inflation Adjusted | -1.66% |
-1.49%
Aug 2008 - Jul 2023 |
-1.73%
Jan 2009 - Dec 2023 |
100.00%
19 out of 19 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.91% |
+0.97%
Jul 2008 - Jun 2024 |
+0.89%
Feb 2008 - Jan 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | -1.45% |
-1.30%
Jul 2008 - Jun 2024 |
-1.46%
Feb 2008 - Jan 2024 |
100.00%
7 out of 7 |
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To obtain comprehensive information, please consult the iShares Short Treasury Bond (SHV) ETF: Historical Returns page.