iShares S&P 500 Communication Sector (IU5C.DE): Rolling Returns

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Period: January 2005 - January 2025 (~20 years)
Currency: EUR
Inflation: Eurozone
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When holding the iShares S&P 500 Communication Sector (IU5C.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~20 years), the longest duration with a negative return was 77 months (from August 2016 to December 2022).

This indicates that, within the same timeframe, any rolling period of 78 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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 S&P 500 COMMUNICATION SECTOR (IU5C.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 2005 - 31 January 2025 (20 Years)
Time Period: 1 January 2005 - 31 January 2025 (~20 years)
Eurozone Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES S&P 500 COMMUNICATION SECTOR (IU5C.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2005 - 31 January 2025 (~20 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-36.16%
Jan 2022 - Dec 2022
+13.70% +49.78%
Mar 2023 - Feb 2024
24.78%
57 out of 230
-41.54%
Jan 2022 - Dec 2022
+11.86% +46.61%
Apr 2020 - Mar 2021
26.96%
62 out of 230
-23.75%
Jun 2007 - May 2009
+12.26% +47.92%
Jan 2023 - Dec 2024
25.69%
56 out of 218
-25.12%
Jun 2007 - May 2009
+10.59% +44.05%
Jan 2023 - Dec 2024
28.90%
63 out of 218
-12.65%
Nov 2006 - Oct 2009
+8.85% +25.73%
Jan 2019 - Dec 2021
18.93%
39 out of 206
-14.24%
Nov 2006 - Oct 2009
+5.93% +23.38%
Jan 2019 - Dec 2021
28.64%
59 out of 206
-5.08%
Dec 2005 - Nov 2009
+8.85% +20.18%
Nov 2009 - Oct 2013
17.53%
34 out of 194
-6.82%
Dec 2005 - Nov 2009
+6.39% +18.97%
Jan 2013 - Dec 2016
19.59%
38 out of 194
-1.58%
Feb 2007 - Jan 2012
+8.66% +19.37%
Nov 2009 - Oct 2014
4.95%
9 out of 182
-3.55%
Feb 2007 - Jan 2012
+6.74% +17.51%
Jan 2012 - Dec 2016
10.44%
19 out of 182
-1.13%
Jan 2017 - Dec 2022
+8.67% +19.89%
Mar 2009 - Feb 2015
0.59%
1 out of 170
-3.95%
Jan 2017 - Dec 2022
+7.58% +18.26%
Mar 2009 - Feb 2015
5.88%
10 out of 170
+2.45%
Jan 2016 - Dec 2022
+9.34% +18.09%
Aug 2009 - Jul 2016
0.00%
0 out of 158
-0.22%
Jan 2016 - Dec 2022
+7.77% +16.59%
Aug 2009 - Jul 2016
0.63%
1 out of 158
+3.65%
Mar 2015 - Feb 2023
+8.99% +18.24%
Jan 2009 - Dec 2016
0.00%
0 out of 146
+1.06%
Mar 2015 - Feb 2023
+7.57% +16.77%
Jan 2009 - Dec 2016
0.00%
0 out of 146
+5.37%
Jan 2014 - Dec 2022
+9.57% +13.66%
Jan 2009 - Dec 2017
0.00%
0 out of 134
+3.22%
Jan 2014 - Dec 2022
+7.58% +12.23%
Jan 2009 - Dec 2017
0.00%
0 out of 134
+6.20%
Jul 2007 - Jun 2017
+9.64% +14.39%
Sep 2011 - Aug 2021
0.00%
0 out of 122
+4.63%
Jan 2013 - Dec 2022
+7.85% +13.01%
Sep 2011 - Aug 2021
0.00%
0 out of 122
+4.42%
Jun 2007 - May 2018
+9.66% +13.33%
Sep 2010 - Aug 2021
0.00%
0 out of 110
+2.93%
Jun 2007 - May 2018
+7.94% +11.83%
Sep 2010 - Aug 2021
0.00%
0 out of 110
+4.60%
Jan 2007 - Dec 2018
+9.62% +14.76%
Sep 2009 - Aug 2021
0.00%
0 out of 98
+3.08%
Jan 2007 - Dec 2018
+7.85% +13.22%
Sep 2009 - Aug 2021
0.00%
0 out of 98
+5.18%
Apr 2007 - Mar 2020
+9.59% +14.15%
Jan 2009 - Dec 2021
0.00%
0 out of 86
+3.74%
Apr 2007 - Mar 2020
+7.32% +12.53%
Jan 2009 - Dec 2021
0.00%
0 out of 86
+5.69%
Apr 2006 - Mar 2020
+9.14% +12.81%
Feb 2011 - Jan 2025
0.00%
0 out of 74
+4.21%
Apr 2006 - Mar 2020
+7.34% +10.40%
Feb 2011 - Jan 2025
0.00%
0 out of 74
+5.68%
Jan 2008 - Dec 2022
+8.52% +13.83%
Feb 2010 - Jan 2025
0.00%
0 out of 62
+3.64%
Nov 2007 - Oct 2022
+6.74% +11.38%
Feb 2010 - Jan 2025
0.00%
0 out of 62
+4.98%
Jan 2007 - Dec 2022
+8.66% +14.04%
Feb 2009 - Jan 2025
0.00%
0 out of 50
+2.90%
Jan 2007 - Dec 2022
+7.05% +11.68%
Feb 2009 - Jan 2025
0.00%
0 out of 50
+5.95%
Jan 2006 - Dec 2022
+7.53% +11.29%
Feb 2008 - Jan 2025
0.00%
0 out of 38
+3.86%
Jan 2006 - Dec 2022
+5.35% +9.05%
Feb 2008 - Jan 2025
0.00%
0 out of 38
+6.52%
Jan 2005 - Dec 2022
+8.03% +9.17%
Feb 2007 - Jan 2025
0.00%
0 out of 26
+4.41%
Jan 2005 - Dec 2022
+5.80% +6.92%
Dec 2006 - Nov 2024
0.00%
0 out of 26
+8.42%
Jan 2005 - Dec 2023
+9.14% +10.01%
Feb 2006 - Jan 2025
0.00%
0 out of 14
+6.22%
Jan 2005 - Dec 2023
+6.89% +7.74%
Feb 2006 - Jan 2025
0.00%
0 out of 14
+10.08%
Jan 2005 - Dec 2024
+10.08% +10.58%
Feb 2005 - Jan 2025
0.00%
0 out of 2
+7.82%
Jan 2005 - Dec 2024
+7.82% +8.28%
Feb 2005 - Jan 2025
0.00%
0 out of 2
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