iShares Short Treasury Bond (SHV): Rolling Returns

Data Source: from January 2008 to February 2024 (~16 years)
Consolidated Returns as of 29 February 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 (~16 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.

ISHARES SHORT TREASURY BOND (SHV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2008 - 29 February 2024 (~16 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 -0.26 05/2021
04/2022
0.99$ -0.02 0.99$ 0.57 1.00$ 2.36 1.02$ 5.23 03/2023
02/2024
1.05$ 5.23 15.60%
2Y -0.14 07/2020
06/2022
0.99$ 0.14 1.00$ 0.81 1.01$ 1.99 1.04$ 3.26 03/2022
02/2024
1.06$ 3.26 7.22%
3Y 0.17 03/2014
02/2017
1.00$ 0.40 1.01$ 1.02 1.03$ 1.65 1.05$ 2.09 03/2021
02/2024
1.06$ 2.09 0.00%
4Y 0.30 03/2014
02/2018
1.01$ 0.70 1.02$ 1.15 1.04$ 1.40 1.05$ 1.67 03/2020
02/2024
1.06$ 1.67 0.00%
5Y 0.64 03/2014
02/2019
1.03$ 0.98 1.04$ 1.13 1.05$ 1.32 1.06$ 1.80 03/2019
02/2024
1.09$ 1.80 0.00%
6Y 0.89 07/2016
06/2022
1.05$ 0.93 1.05$ 0.99 1.06$ 1.39 1.08$ 1.84 03/2018
02/2024
1.11$ 1.84 0.00%
7Y 0.80 07/2015
06/2022
1.05$ 0.82 1.05$ 0.85 1.06$ 1.33 1.09$ 1.67 03/2017
02/2024
1.12$ 1.67 0.00%
8Y 0.70 07/2014
06/2022
1.05$ 0.71 1.05$ 0.89 1.07$ 1.30 1.10$ 1.51 03/2016
02/2024
1.12$ 1.51 0.00%
9Y 0.78 03/2014
02/2023
1.07$ 0.84 1.07$ 1.06 1.09$ 1.27 1.12$ 1.35 03/2015
02/2024
1.12$ 1.35 0.00%
10Y 1.22 03/2014
02/2024
1.12$ 1.22 1.12$ 1.22 1.12$ 1.22 1.12$ 1.22 03/2014
02/2024
1.12$ 1.22 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -8.48 07/2021
06/2022
0.91$ -5.13 0.94$ -0.99 0.99$ 0.44 1.00$ 2.45 03/2023
02/2024
1.02$ 2.45 71.56%
2Y -6.80 07/2020
06/2022
0.86$ -4.85 0.90$ -1.35 0.97$ -0.23 0.99$ 1.14 06/2018
05/2020
1.02$ -1.02 88.66%
3Y -4.84 05/2020
04/2023
0.86$ -4.20 0.87$ -1.16 0.96$ -0.42 0.98$ 0.21 05/2017
04/2020
1.00$ -3.25 96.47%
4Y -3.34 03/2019
02/2023
0.87$ -3.14 0.88$ -1.05 0.95$ -0.58 0.97$ -0.22 06/2016
05/2020
0.99$ -2.75 100.00%
5Y -2.75 07/2017
06/2022
0.86$ -2.55 0.87$ -1.39 0.93$ -0.63 0.96$ -0.35 06/2015
05/2020
0.98$ -2.21 100.00%
6Y -2.51 11/2016
10/2022
0.85$ -2.41 0.86$ -1.87 0.89$ -0.54 0.96$ -0.30 06/2014
05/2020
0.98$ -1.76 100.00%
7Y -2.40 03/2016
02/2023
0.84$ -2.30 0.84$ -2.00 0.86$ -1.14 0.92$ -0.76 03/2014
02/2021
0.94$ -1.73 100.00%
8Y -2.20 03/2015
02/2023
0.83$ -2.11 0.84$ -1.97 0.85$ -1.83 0.86$ -1.64 03/2014
02/2022
0.87$ -1.81 100.00%
9Y -1.94 03/2014
02/2023
0.83$ -1.87 0.84$ -1.75 0.85$ -1.70 0.85$ -1.69 03/2015
02/2024
0.85$ -1.69 100.00%
10Y -1.51 03/2014
02/2024
0.85$ -1.51 0.85$ -1.51 0.85$ -1.51 0.85$ -1.51 03/2014
02/2024
0.85$ -1.51 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -0.26 05/2021
04/2022
0.99$ 0.00 1.00$ 0.17 1.00$ 2.05 1.02$ 5.23 03/2023
02/2024
1.05$ 5.23 12.57%
2Y -0.14 07/2020
06/2022
0.99$ 0.02 1.00$ 0.23 1.00$ 1.59 1.03$ 3.26 03/2022
02/2024
1.06$ 3.26 5.26%
3Y 0.00 01/2013
12/2015
1.00$ 0.04 1.00$ 0.42 1.01$ 1.43 1.04$ 2.09 03/2021
02/2024
1.06$ 2.09 0.00%
4Y 0.01 01/2012
12/2015
1.00$ 0.05 1.00$ 0.46 1.01$ 1.32 1.05$ 1.67 03/2020
02/2024
1.06$ 1.67 0.00%
5Y 0.02 01/2011
12/2015
1.00$ 0.05 1.00$ 0.45 1.02$ 1.18 1.06$ 1.80 03/2019
02/2024
1.09$ 1.80 0.00%
6Y 0.04 01/2010
12/2015
1.00$ 0.08 1.00$ 0.53 1.03$ 0.99 1.06$ 1.84 03/2018
02/2024
1.11$ 1.84 0.00%
7Y 0.06 01/2009
12/2015
1.00$ 0.10 1.00$ 0.62 1.04$ 0.85 1.06$ 1.67 03/2017
02/2024
1.12$ 1.67 0.00%
8Y 0.10 01/2009
12/2016
1.00$ 0.16 1.01$ 0.67 1.05$ 0.80 1.06$ 1.51 03/2016
02/2024
1.12$ 1.51 0.00%
9Y 0.16 01/2009
12/2017
1.01$ 0.25 1.02$ 0.64 1.05$ 0.78 1.07$ 1.35 03/2015
02/2024
1.12$ 1.35 0.00%
10Y 0.31 12/2008
11/2018
1.03$ 0.35 1.03$ 0.59 1.06$ 0.76 1.07$ 1.22 03/2014
02/2024
1.12$ 1.22 0.00%
11Y 0.49 04/2008
03/2019
1.05$ 0.52 1.05$ 0.55 1.06$ 0.75 1.08$ 1.11 03/2013
02/2024
1.12$ 1.11 0.00%
12Y 0.48 07/2010
06/2022
1.05$ 0.50 1.06$ 0.56 1.06$ 0.73 1.09$ 1.02 03/2012
02/2024
1.12$ 1.02 0.00%
13Y 0.46 07/2009
06/2022
1.06$ 0.47 1.06$ 0.57 1.07$ 0.75 1.10$ 0.95 03/2011
02/2024
1.13$ 0.95 0.00%
14Y 0.49 12/2008
11/2022
1.07$ 0.51 1.07$ 0.57 1.08$ 0.76 1.11$ 0.88 03/2010
02/2024
1.13$ 0.88 0.00%
15Y 0.62 03/2008
02/2023
1.09$ 0.64 1.09$ 0.70 1.11$ 0.78 1.12$ 0.85 03/2009
02/2024
1.13$ 0.85 0.00%
16Y 0.89 02/2008
01/2024
1.15$ 0.89 1.15$ 0.91 1.15$ 0.91 1.15$ 0.91 01/2008
12/2023
1.15$ 0.91 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -8.48 07/2021
06/2022
0.91$ -3.32 0.96$ -1.36 0.98$ 0.44 1.00$ 3.16 08/2008
07/2009
1.03$ 2.45 76.50%
2Y -6.80 07/2020
06/2022
0.86$ -2.75 0.94$ -1.47 0.97$ -0.23 0.99$ 1.14 06/2018
05/2020
1.02$ -1.02 89.47%
3Y -4.84 05/2020
04/2023
0.86$ -3.25 0.90$ -1.23 0.96$ -0.65 0.98$ 0.21 05/2017
04/2020
1.00$ -3.25 98.11%
4Y -3.34 03/2019
02/2023
0.87$ -2.69 0.89$ -1.16 0.95$ -0.84 0.96$ -0.22 06/2016
05/2020
0.99$ -2.75 100.00%
5Y -2.75 07/2017
06/2022
0.86$ -2.30 0.89$ -1.23 0.93$ -0.81 0.96$ -0.35 06/2015
05/2020
0.98$ -2.21 100.00%
6Y -2.51 11/2016
10/2022
0.85$ -2.20 0.87$ -1.33 0.92$ -0.86 0.94$ -0.30 06/2014
05/2020
0.98$ -1.76 100.00%
7Y -2.40 03/2016
02/2023
0.84$ -2.08 0.86$ -1.45 0.90$ -0.84 0.94$ -0.56 06/2013
05/2020
0.96$ -1.73 100.00%
8Y -2.20 03/2015
02/2023
0.83$ -1.94 0.85$ -1.46 0.88$ -0.93 0.92$ -0.64 05/2012
04/2020
0.95$ -1.81 100.00%
9Y -2.00 11/2013
10/2022
0.83$ -1.82 0.84$ -1.33 0.88$ -0.96 0.91$ -0.77 06/2011
05/2020
0.93$ -1.69 100.00%
10Y -1.97 07/2012
06/2022
0.81$ -1.85 0.82$ -1.29 0.87$ -1.11 0.89$ -1.02 06/2010
05/2020
0.90$ -1.51 100.00%
11Y -1.94 07/2011
06/2022
0.80$ -1.85 0.81$ -1.47 0.85$ -1.08 0.88$ -0.89 08/2008
07/2019
0.90$ -1.47 100.00%
12Y -2.05 07/2010
06/2022
0.78$ -1.94 0.79$ -1.57 0.82$ -0.98 0.88$ -0.75 07/2008
06/2020
0.91$ -1.51 100.00%
13Y -1.96 07/2009
06/2022
0.77$ -1.93 0.77$ -1.79 0.79$ -1.10 0.86$ -0.94 01/2008
12/2020
0.88$ -1.61 100.00%
14Y -1.94 01/2009
12/2022
0.75$ -1.92 0.76$ -1.69 0.78$ -1.59 0.79$ -1.37 01/2008
12/2021
0.82$ -1.64 100.00%
15Y -1.73 01/2009
12/2023
0.76$ -1.70 0.77$ -1.65 0.77$ -1.52 0.79$ -1.49 08/2008
07/2023
0.79$ -1.65 100.00%
16Y -1.46 02/2008
01/2024
0.78$ -1.46 0.78$ -1.45 0.79$ -1.44 0.79$ -1.44 03/2008
02/2024
0.79$ -1.44 100.00%
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 +0.17% +5.23%
Mar 2023 - Feb 2024
-0.26%
May 2021 - Apr 2022
12.57%
23 out of 183
US Inflation Adjusted -1.36% +3.16%
Aug 2008 - Jul 2009
-8.48%
Jul 2021 - Jun 2022
76.50%
140 out of 183
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 +0.23% +3.26%
Mar 2022 - Feb 2024
-0.14%
Jul 2020 - Jun 2022
5.26%
9 out of 171
US Inflation Adjusted -1.47% +1.14%
Jun 2018 - May 2020
-6.80%
Jul 2020 - Jun 2022
89.47%
153 out of 171
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 +0.42% +2.09%
Mar 2021 - Feb 2024
+0.00%
Jan 2013 - Dec 2015
0.00%
0 out of 159
US Inflation Adjusted -1.23% +0.21%
May 2017 - Apr 2020
-4.84%
May 2020 - Apr 2023
98.11%
156 out of 159
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 +0.46% +1.67%
Mar 2020 - Feb 2024
+0.01%
Jan 2012 - Dec 2015
0.00%
0 out of 147
US Inflation Adjusted -1.16% -0.22%
Jun 2016 - May 2020
-3.34%
Mar 2019 - Feb 2023
100.00%
147 out of 147
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 +0.45% +1.80%
Mar 2019 - Feb 2024
+0.02%
Jan 2011 - Dec 2015
0.00%
0 out of 135
US Inflation Adjusted -1.23% -0.35%
Jun 2015 - May 2020
-2.75%
Jul 2017 - Jun 2022
100.00%
135 out of 135
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 +0.53% +1.84%
Mar 2018 - Feb 2024
+0.04%
Jan 2010 - Dec 2015
0.00%
0 out of 123
US Inflation Adjusted -1.33% -0.30%
Jun 2014 - May 2020
-2.51%
Nov 2016 - Oct 2022
100.00%
123 out of 123
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 +0.62% +1.67%
Mar 2017 - Feb 2024
+0.06%
Jan 2009 - Dec 2015
0.00%
0 out of 111
US Inflation Adjusted -1.45% -0.56%
Jun 2013 - May 2020
-2.40%
Mar 2016 - Feb 2023
100.00%
111 out of 111
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 +0.67% +1.51%
Mar 2016 - Feb 2024
+0.10%
Jan 2009 - Dec 2016
0.00%
0 out of 99
US Inflation Adjusted -1.46% -0.64%
May 2012 - Apr 2020
-2.20%
Mar 2015 - Feb 2023
100.00%
99 out of 99
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 +0.64% +1.35%
Mar 2015 - Feb 2024
+0.16%
Jan 2009 - Dec 2017
0.00%
0 out of 87
US Inflation Adjusted -1.33% -0.77%
Jun 2011 - May 2020
-2.00%
Nov 2013 - Oct 2022
100.00%
87 out of 87
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 +0.59% +1.22%
Mar 2014 - Feb 2024
+0.31%
Dec 2008 - Nov 2018
0.00%
0 out of 75
US Inflation Adjusted -1.29% -1.02%
Jun 2010 - May 2020
-1.97%
Jul 2012 - Jun 2022
100.00%
75 out of 75
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 +0.55% +1.11%
Mar 2013 - Feb 2024
+0.49%
Apr 2008 - Mar 2019
0.00%
0 out of 63
US Inflation Adjusted -1.47% -0.89%
Aug 2008 - Jul 2019
-1.94%
Jul 2011 - Jun 2022
100.00%
63 out of 63
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 +0.56% +1.02%
Mar 2012 - Feb 2024
+0.48%
Jul 2010 - Jun 2022
0.00%
0 out of 51
US Inflation Adjusted -1.57% -0.75%
Jul 2008 - Jun 2020
-2.05%
Jul 2010 - Jun 2022
100.00%
51 out of 51
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 +0.57% +0.95%
Mar 2011 - Feb 2024
+0.46%
Jul 2009 - Jun 2022
0.00%
0 out of 39
US Inflation Adjusted -1.79% -0.94%
Jan 2008 - Dec 2020
-1.96%
Jul 2009 - Jun 2022
100.00%
39 out of 39
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 +0.57% +0.88%
Mar 2010 - Feb 2024
+0.49%
Dec 2008 - Nov 2022
0.00%
0 out of 27
US Inflation Adjusted -1.69% -1.37%
Jan 2008 - Dec 2021
-1.94%
Jan 2009 - Dec 2022
100.00%
27 out of 27
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 +0.70% +0.85%
Mar 2009 - Feb 2024
+0.62%
Mar 2008 - Feb 2023
0.00%
0 out of 15
US Inflation Adjusted -1.65% -1.49%
Aug 2008 - Jul 2023
-1.73%
Jan 2009 - Dec 2023
100.00%
15 out of 15
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 +0.91% +0.91%
Jan 2008 - Dec 2023
+0.89%
Feb 2008 - Jan 2024
0.00%
0 out of 3
US Inflation Adjusted -1.45% -1.44%
Mar 2008 - Feb 2024
-1.46%
Feb 2008 - Jan 2024
100.00%
3 out of 3
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Short Treasury Bond (SHV) ETF: Historical Returns page.