Data Source: from January 2005 to June 2024 (~20 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 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 (~20 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 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2005 - 30 June 2024 (~20 years)
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Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +13.34% |
+49.78%
Mar 2023 - Feb 2024 |
-36.16%
Jan 2022 - Dec 2022 |
25.56%
57 out of 223 |
| Euro Inflation Adjusted | +11.33% |
+46.61%
Apr 2020 - Mar 2021 |
-41.54%
Jan 2022 - Dec 2022 |
27.80%
62 out of 223 |
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 | +11.68% |
+27.59%
Sep 2019 - Aug 2021 |
-23.75%
Jun 2007 - May 2009 |
26.54%
56 out of 211 |
| Euro Inflation Adjusted | +10.36% |
+25.86%
Sep 2019 - Aug 2021 |
-25.12%
Jun 2007 - May 2009 |
29.86%
63 out of 211 |
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 | +8.86% |
+25.73%
Jan 2019 - Dec 2021 |
-12.65%
Nov 2006 - Oct 2009 |
19.60%
39 out of 199 |
| Euro Inflation Adjusted | +6.03% |
+23.38%
Jan 2019 - Dec 2021 |
-14.24%
Nov 2006 - Oct 2009 |
29.15%
58 out of 199 |
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 | +8.75% |
+20.18%
Nov 2009 - Oct 2013 |
-5.08%
Dec 2005 - Nov 2009 |
18.18%
34 out of 187 |
| Euro Inflation Adjusted | +5.88% |
+18.97%
Jan 2013 - Dec 2016 |
-6.82%
Dec 2005 - Nov 2009 |
20.32%
38 out of 187 |
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 | +8.03% |
+19.37%
Nov 2009 - Oct 2014 |
-1.58%
Feb 2007 - Jan 2012 |
5.14%
9 out of 175 |
| Euro Inflation Adjusted | +6.59% |
+17.51%
Jan 2012 - Dec 2016 |
-3.55%
Feb 2007 - Jan 2012 |
10.86%
19 out of 175 |
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 | +8.53% |
+19.89%
Mar 2009 - Feb 2015 |
-1.13%
Jan 2017 - Dec 2022 |
0.61%
1 out of 163 |
| Euro Inflation Adjusted | +7.39% |
+18.26%
Mar 2009 - Feb 2015 |
-3.95%
Jan 2017 - Dec 2022 |
6.13%
10 out of 163 |
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 | +9.00% |
+18.09%
Aug 2009 - Jul 2016 |
+2.45%
Jan 2016 - Dec 2022 |
0.00%
0 out of 151 |
| Euro Inflation Adjusted | +7.77% |
+16.59%
Aug 2009 - Jul 2016 |
-0.22%
Jan 2016 - Dec 2022 |
0.66%
1 out of 151 |
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 | +8.99% |
+18.24%
Jan 2009 - Dec 2016 |
+3.65%
Mar 2015 - Feb 2023 |
0.00%
0 out of 139 |
| Euro Inflation Adjusted | +7.75% |
+16.77%
Jan 2009 - Dec 2016 |
+1.06%
Mar 2015 - Feb 2023 |
0.00%
0 out of 139 |
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 | +9.51% |
+13.66%
Jan 2009 - Dec 2017 |
+5.37%
Jan 2014 - Dec 2022 |
0.00%
0 out of 127 |
| Euro Inflation Adjusted | +7.84% |
+12.23%
Jan 2009 - Dec 2017 |
+3.22%
Jan 2014 - Dec 2022 |
0.00%
0 out of 127 |
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 | +9.50% |
+14.39%
Sep 2011 - Aug 2021 |
+6.20%
Jul 2007 - Jun 2017 |
0.00%
0 out of 115 |
| Euro Inflation Adjusted | +7.85% |
+13.01%
Sep 2011 - Aug 2021 |
+4.63%
Jan 2013 - Dec 2022 |
0.00%
0 out of 115 |
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 | +9.54% |
+13.33%
Sep 2010 - Aug 2021 |
+4.42%
Jun 2007 - May 2018 |
0.00%
0 out of 103 |
| Euro Inflation Adjusted | +7.86% |
+11.83%
Sep 2010 - Aug 2021 |
+2.93%
Jun 2007 - May 2018 |
0.00%
0 out of 103 |
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 | +9.35% |
+14.76%
Sep 2009 - Aug 2021 |
+4.60%
Jan 2007 - Dec 2018 |
0.00%
0 out of 91 |
| Euro Inflation Adjusted | +7.69% |
+13.22%
Sep 2009 - Aug 2021 |
+3.08%
Jan 2007 - Dec 2018 |
0.00%
0 out of 91 |
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 | +9.19% |
+14.15%
Jan 2009 - Dec 2021 |
+5.18%
Apr 2007 - Mar 2020 |
0.00%
0 out of 79 |
| Euro Inflation Adjusted | +6.94% |
+12.53%
Jan 2009 - Dec 2021 |
+3.74%
Apr 2007 - Mar 2020 |
0.00%
0 out of 79 |
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 | +8.89% |
+12.02%
Jul 2010 - Jun 2024 |
+5.69%
Apr 2006 - Mar 2020 |
0.00%
0 out of 67 |
| Euro Inflation Adjusted | +7.16% |
+9.62%
Jul 2010 - Jun 2024 |
+4.21%
Apr 2006 - Mar 2020 |
0.00%
0 out of 67 |
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 | +8.23% |
+12.89%
Jul 2009 - Jun 2024 |
+5.68%
Jan 2008 - Dec 2022 |
0.00%
0 out of 55 |
| Euro Inflation Adjusted | +6.61% |
+10.52%
Jul 2009 - Jun 2024 |
+3.64%
Nov 2007 - Oct 2022 |
0.00%
0 out of 55 |
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 | +7.88% |
+11.50%
Jul 2008 - Jun 2024 |
+4.98%
Jan 2007 - Dec 2022 |
0.00%
0 out of 43 |
| Euro Inflation Adjusted | +5.93% |
+9.31%
Jul 2008 - Jun 2024 |
+2.90%
Jan 2007 - Dec 2022 |
0.00%
0 out of 43 |
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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Annualized Rolling Returns - 17 Years (204 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.39% |
+9.78%
Jan 2005 - Dec 2021 |
+5.95%
Jan 2006 - Dec 2022 |
0.00%
0 out of 31 |
| Euro Inflation Adjusted | +5.28% |
+8.03%
Jan 2005 - Dec 2021 |
+3.86%
Jan 2006 - Dec 2022 |
0.00%
0 out of 31 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 18 Years (216 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.79% |
+9.14%
Jul 2006 - Jun 2024 |
+6.52%
Jan 2005 - Dec 2022 |
0.00%
0 out of 19 |
| Euro Inflation Adjusted | +5.57% |
+6.90%
Jul 2006 - Jun 2024 |
+4.41%
Jan 2005 - Dec 2022 |
0.00%
0 out of 19 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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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 7 |
| Euro Inflation Adjusted | +6.89% |
+7.21%
Apr 2005 - Mar 2024 |
+6.22%
Jan 2005 - Dec 2023 |
0.00%
0 out of 7 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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To obtain comprehensive information, please consult the iShares S&P 500 Communication Sector (IU5C.DE) ETF: Historical Returns page.
