iShares Short Treasury Bond (SHV): Rolling Returns

Data Source: from January 2008 to June 2024 (~17 years)
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.

ISHARES SHORT TREASURY BOND (SHV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2008 - 30 June 2024 (~17 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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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
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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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
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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