iShares S&P 500 Consumer Discretionary (QDVK.DE): Rolling Returns

Data Source: from January 1999 to May 2024 (~25 years)
Consolidated Returns as of 31 May 2024

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

Considering all the available data source (~25 years), the longest period with a negative return lasted 141 months (from January 2000 to September 2011).

This means that every rolling period of 142 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Consumer Discretionary (QDVK.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 CONSUMER DISCRETIONARY (QDVK.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 2004 - 31 May 2024 (20 Years)
Data Source: 1 January 1999 - 31 May 2024 (~25 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.58% +66.34%
Apr 2009 - Mar 2010
-39.37%
Mar 2002 - Feb 2003
24.15%
71 out of 294
Euro Inflation Adjusted +9.59% +63.75%
Apr 2009 - Mar 2010
-40.77%
Mar 2002 - Feb 2003
27.21%
80 out of 294
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 +11.00% +46.01%
Mar 2009 - Feb 2011
-29.83%
Mar 2007 - Feb 2009
22.70%
64 out of 282
Euro Inflation Adjusted +8.87% +43.66%
Mar 2009 - Feb 2011
-31.35%
Mar 2007 - Feb 2009
29.08%
82 out of 282
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 +10.51% +34.98%
Mar 2009 - Feb 2012
-20.04%
Mar 2006 - Feb 2009
26.30%
71 out of 270
Euro Inflation Adjusted +8.34% +32.34%
Mar 2009 - Feb 2012
-21.68%
Mar 2006 - Feb 2009
29.63%
80 out of 270
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 +10.53% +31.70%
Mar 2009 - Feb 2013
-13.07%
Mar 2005 - Feb 2009
28.29%
73 out of 258
Euro Inflation Adjusted +8.29% +29.17%
Mar 2009 - Feb 2013
-14.91%
Mar 2005 - Feb 2009
35.66%
92 out of 258
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 +11.16% +30.50%
Mar 2009 - Feb 2014
-10.63%
Mar 2004 - Feb 2009
22.36%
55 out of 246
Euro Inflation Adjusted +7.80% +28.30%
Mar 2009 - Feb 2014
-12.50%
Mar 2004 - Feb 2009
34.96%
86 out of 246
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 +11.77% +32.37%
Mar 2009 - Feb 2015
-8.30%
Apr 2002 - Mar 2008
18.38%
43 out of 234
Euro Inflation Adjusted +9.00% +30.57%
Mar 2009 - Feb 2015
-10.38%
Apr 2002 - Mar 2008
31.20%
73 out of 234
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 +10.96% +27.61%
Mar 2009 - Feb 2016
-11.28%
Mar 2002 - Feb 2009
14.41%
32 out of 222
Euro Inflation Adjusted +8.01% +26.15%
Mar 2009 - Feb 2016
-13.10%
Mar 2002 - Feb 2009
24.32%
54 out of 222
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 +10.98% +26.57%
Mar 2009 - Feb 2017
-7.86%
Mar 2001 - Feb 2009
15.24%
32 out of 210
Euro Inflation Adjusted +8.67% +24.99%
Mar 2009 - Feb 2017
-9.79%
Mar 2001 - Feb 2009
21.43%
45 out of 210
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 +12.00% +24.13%
Mar 2009 - Feb 2018
-6.83%
Apr 2000 - Mar 2009
19.19%
38 out of 198
Euro Inflation Adjusted +10.19% +22.60%
Mar 2009 - Feb 2018
-8.77%
Apr 2000 - Mar 2009
22.22%
44 out of 198
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 +12.03% +22.96%
Mar 2009 - Feb 2019
-4.80%
Mar 1999 - Feb 2009
14.52%
27 out of 186
Euro Inflation Adjusted +10.41% +21.44%
Mar 2009 - Feb 2019
-6.76%
Mar 1999 - Feb 2009
22.04%
41 out of 186
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 +11.52% +21.66%
Feb 2009 - Jan 2020
-0.71%
Jul 1999 - Jun 2010
1.72%
3 out of 174
Euro Inflation Adjusted +9.86% +20.14%
Feb 2009 - Jan 2020
-2.73%
Jul 1999 - Jun 2010
17.24%
30 out of 174
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 +11.19% +22.42%
Mar 2009 - Feb 2021
+0.76%
Jul 1999 - Jun 2011
0.00%
0 out of 162
Euro Inflation Adjusted +9.43% +20.94%
Mar 2009 - Feb 2021
-1.35%
Jul 1999 - Jun 2011
7.41%
12 out of 162
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 +11.08% +22.19%
Jan 2009 - Dec 2021
+2.36%
Jan 2000 - Dec 2012
0.00%
0 out of 150
Euro Inflation Adjusted +9.39% +20.45%
Jan 2009 - Dec 2021
+0.20%
Jan 2000 - Dec 2012
0.00%
0 out of 150
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 +11.17% +18.99%
Mar 2009 - Feb 2023
+3.98%
May 2000 - Apr 2014
0.00%
0 out of 138
Euro Inflation Adjusted +9.47% +16.60%
Mar 2009 - Feb 2023
+1.91%
May 2000 - Apr 2014
0.00%
0 out of 138
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 +11.04% +19.63%
Mar 2009 - Feb 2024
+4.61%
May 1999 - Apr 2014
0.00%
0 out of 126
Euro Inflation Adjusted +9.25% +17.18%
Mar 2009 - Feb 2024
+2.55%
May 1999 - Apr 2014
0.00%
0 out of 126
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 +11.01% +15.96%
Apr 2008 - Mar 2024
+6.22%
May 2000 - Apr 2016
0.00%
0 out of 114
Euro Inflation Adjusted +9.13% +13.67%
Apr 2008 - Mar 2024
+4.39%
May 2000 - Apr 2016
0.00%
0 out of 114
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 +10.91% +13.54%
Dec 2004 - Nov 2021
+6.56%
Jul 1999 - Jun 2016
0.00%
0 out of 102
Euro Inflation Adjusted +8.72% +11.74%
Dec 2004 - Nov 2021
+4.69%
Jul 1999 - Jun 2016
0.00%
0 out of 102
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 +10.38% +12.85%
Jan 2004 - Dec 2021
+6.82%
Apr 2000 - Mar 2018
0.00%
0 out of 90
Euro Inflation Adjusted +8.53% +11.01%
Jan 2004 - Dec 2021
+5.01%
Apr 2000 - Mar 2018
0.00%
0 out of 90
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 +9.54% +12.93%
Jan 2003 - Dec 2021
+6.69%
Jan 2000 - Dec 2018
0.00%
0 out of 78
Euro Inflation Adjusted +7.76% +11.07%
Jan 2003 - Dec 2021
+4.87%
Jan 2000 - Dec 2018
0.00%
0 out of 78
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.35% +11.21%
Mar 2004 - Feb 2024
+6.88%
Apr 2000 - Mar 2020
0.00%
0 out of 66
Euro Inflation Adjusted +7.50% +9.09%
Nov 2001 - Oct 2021
+5.14%
Apr 2000 - Mar 2020
0.00%
0 out of 66
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares S&P 500 Consumer Discretionary (QDVK.DE) ETF: Historical Returns page.