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

Data Source: from January 2005 to April 2024 (~19 years)
Consolidated Returns as of 30 April 2024

Holding the iShares S&P 500 Communication Sector (IU5C.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~19 years), the longest period with a negative return lasted 77 months (from August 2016 to December 2022).

This means that every rolling period of 78 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Communication Sector (IU5C.DE) 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 S&P 500 COMMUNICATION SECTOR (IU5C.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 2005 - 30 April 2024 (~19 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.26% +49.78%
Mar 2023 - Feb 2024
-36.16%
Jan 2022 - Dec 2022
25.79%
57 out of 221
Euro Inflation Adjusted +11.29% +46.61%
Apr 2020 - Mar 2021
-41.54%
Jan 2022 - Dec 2022
28.05%
62 out of 221
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 +11.61% +27.59%
Sep 2019 - Aug 2021
-23.75%
Jun 2007 - May 2009
26.79%
56 out of 209
Euro Inflation Adjusted +10.30% +25.86%
Sep 2019 - Aug 2021
-25.12%
Jun 2007 - May 2009
30.14%
63 out of 209
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 +8.86% +25.73%
Jan 2019 - Dec 2021
-12.65%
Nov 2006 - Oct 2009
19.80%
39 out of 197
Euro Inflation Adjusted +6.18% +23.38%
Jan 2019 - Dec 2021
-14.24%
Nov 2006 - Oct 2009
29.44%
58 out of 197
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 +8.61% +20.18%
Nov 2009 - Oct 2013
-5.08%
Dec 2005 - Nov 2009
18.38%
34 out of 185
Euro Inflation Adjusted +5.76% +18.97%
Jan 2013 - Dec 2016
-6.82%
Dec 2005 - Nov 2009
20.54%
38 out of 185
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 +7.99% +19.37%
Nov 2009 - Oct 2014
-1.58%
Feb 2007 - Jan 2012
5.20%
9 out of 173
Euro Inflation Adjusted +6.39% +17.51%
Jan 2012 - Dec 2016
-3.55%
Feb 2007 - Jan 2012
10.98%
19 out of 173
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 +8.43% +19.89%
Mar 2009 - Feb 2015
-1.13%
Jan 2017 - Dec 2022
0.62%
1 out of 161
Euro Inflation Adjusted +7.33% +18.26%
Mar 2009 - Feb 2015
-3.95%
Jan 2017 - Dec 2022
6.21%
10 out of 161
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 +9.00% +18.09%
Aug 2009 - Jul 2016
+2.45%
Jan 2016 - Dec 2022
0.00%
0 out of 149
Euro Inflation Adjusted +7.91% +16.59%
Aug 2009 - Jul 2016
-0.22%
Jan 2016 - Dec 2022
0.67%
1 out of 149
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 +9.18% +18.24%
Jan 2009 - Dec 2016
+3.65%
Mar 2015 - Feb 2023
0.00%
0 out of 137
Euro Inflation Adjusted +7.86% +16.77%
Jan 2009 - Dec 2016
+1.06%
Mar 2015 - Feb 2023
0.00%
0 out of 137
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 +9.51% +13.66%
Jan 2009 - Dec 2017
+5.37%
Jan 2014 - Dec 2022
0.00%
0 out of 125
Euro Inflation Adjusted +8.25% +12.23%
Jan 2009 - Dec 2017
+3.22%
Jan 2014 - Dec 2022
0.00%
0 out of 125
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 +9.49% +14.39%
Sep 2011 - Aug 2021
+6.20%
Jul 2007 - Jun 2017
0.00%
0 out of 113
Euro Inflation Adjusted +7.85% +13.01%
Sep 2011 - Aug 2021
+4.63%
Jan 2013 - Dec 2022
0.00%
0 out of 113
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 +9.52% +13.33%
Sep 2010 - Aug 2021
+4.42%
Jun 2007 - May 2018
0.00%
0 out of 101
Euro Inflation Adjusted +7.82% +11.83%
Sep 2010 - Aug 2021
+2.93%
Jun 2007 - May 2018
0.00%
0 out of 101
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 +9.15% +14.76%
Sep 2009 - Aug 2021
+4.60%
Jan 2007 - Dec 2018
0.00%
0 out of 89
Euro Inflation Adjusted +7.59% +13.22%
Sep 2009 - Aug 2021
+3.08%
Jan 2007 - Dec 2018
0.00%
0 out of 89
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 +9.16% +14.15%
Jan 2009 - Dec 2021
+5.18%
Apr 2007 - Mar 2020
0.00%
0 out of 77
Euro Inflation Adjusted +6.89% +12.53%
Jan 2009 - Dec 2021
+3.74%
Apr 2007 - Mar 2020
0.00%
0 out of 77
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 +8.69% +11.84%
Mar 2010 - Feb 2024
+5.69%
Apr 2006 - Mar 2020
0.00%
0 out of 65
Euro Inflation Adjusted +7.11% +9.47%
Feb 2010 - Jan 2024
+4.21%
Apr 2006 - Mar 2020
0.00%
0 out of 65
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 +8.21% +12.78%
Apr 2009 - Mar 2024
+5.68%
Jan 2008 - Dec 2022
0.00%
0 out of 53
Euro Inflation Adjusted +6.59% +10.44%
Apr 2009 - Mar 2024
+3.64%
Nov 2007 - Oct 2022
0.00%
0 out of 53
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 +7.82% +10.94%
Apr 2008 - Mar 2024
+4.98%
Jan 2007 - Dec 2022
0.00%
0 out of 41
Euro Inflation Adjusted +5.84% +8.75%
Apr 2008 - Mar 2024
+2.90%
Jan 2007 - Dec 2022
0.00%
0 out of 41
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.33% +9.78%
Jan 2005 - Dec 2021
+5.95%
Jan 2006 - Dec 2022
0.00%
0 out of 29
Euro Inflation Adjusted +5.24% +8.03%
Jan 2005 - Dec 2021
+3.86%
Jan 2006 - Dec 2022
0.00%
0 out of 29
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.75% +8.44%
May 2006 - Apr 2024
+6.52%
Jan 2005 - Dec 2022
0.00%
0 out of 17
Euro Inflation Adjusted +5.54% +6.21%
May 2006 - Apr 2024
+4.41%
Jan 2005 - Dec 2022
0.00%
0 out of 17
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.14% +9.46%
Apr 2005 - Mar 2024
+8.42%
Jan 2005 - Dec 2023
0.00%
0 out of 5
Euro Inflation Adjusted +6.89% +7.21%
Apr 2005 - Mar 2024
+6.22%
Jan 2005 - Dec 2023
0.00%
0 out of 5
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares S&P 500 Communication Sector (IU5C.DE) ETF: Historical Returns page.