Consolidated Returns as of 30 June 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 (~26 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.61% |
+66.34%
Apr 2009 - Mar 2010 |
-39.37%
Mar 2002 - Feb 2003 |
24.07%
71 out of 295 |
Euro Inflation Adjusted | +9.66% |
+63.75%
Apr 2009 - Mar 2010 |
-40.77%
Mar 2002 - Feb 2003 |
27.12%
80 out of 295 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.05% |
+46.01%
Mar 2009 - Feb 2011 |
-29.83%
Mar 2007 - Feb 2009 |
22.61%
64 out of 283 |
Euro Inflation Adjusted | +9.07% |
+43.66%
Mar 2009 - Feb 2011 |
-31.35%
Mar 2007 - Feb 2009 |
28.98%
82 out of 283 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.51% |
+34.98%
Mar 2009 - Feb 2012 |
-20.04%
Mar 2006 - Feb 2009 |
26.20%
71 out of 271 |
Euro Inflation Adjusted | +8.34% |
+32.34%
Mar 2009 - Feb 2012 |
-21.68%
Mar 2006 - Feb 2009 |
29.89%
81 out of 271 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.69% |
+31.70%
Mar 2009 - Feb 2013 |
-13.07%
Mar 2005 - Feb 2009 |
28.19%
73 out of 259 |
Euro Inflation Adjusted | +8.29% |
+29.17%
Mar 2009 - Feb 2013 |
-14.91%
Mar 2005 - Feb 2009 |
35.52%
92 out of 259 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.19% |
+30.50%
Mar 2009 - Feb 2014 |
-10.63%
Mar 2004 - Feb 2009 |
22.27%
55 out of 247 |
Euro Inflation Adjusted | +7.80% |
+28.30%
Mar 2009 - Feb 2014 |
-12.50%
Mar 2004 - Feb 2009 |
34.82%
86 out of 247 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.80% |
+32.37%
Mar 2009 - Feb 2015 |
-8.30%
Apr 2002 - Mar 2008 |
18.30%
43 out of 235 |
Euro Inflation Adjusted | +9.00% |
+30.57%
Mar 2009 - Feb 2015 |
-10.38%
Apr 2002 - Mar 2008 |
31.06%
73 out of 235 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.03% |
+27.61%
Mar 2009 - Feb 2016 |
-11.28%
Mar 2002 - Feb 2009 |
14.35%
32 out of 223 |
Euro Inflation Adjusted | +8.03% |
+26.15%
Mar 2009 - Feb 2016 |
-13.10%
Mar 2002 - Feb 2009 |
24.22%
54 out of 223 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.04% |
+26.57%
Mar 2009 - Feb 2017 |
-7.86%
Mar 2001 - Feb 2009 |
15.17%
32 out of 211 |
Euro Inflation Adjusted | +8.73% |
+24.99%
Mar 2009 - Feb 2017 |
-9.79%
Mar 2001 - Feb 2009 |
21.33%
45 out of 211 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.00% |
+24.13%
Mar 2009 - Feb 2018 |
-6.83%
Apr 2000 - Mar 2009 |
19.10%
38 out of 199 |
Euro Inflation Adjusted | +10.19% |
+22.60%
Mar 2009 - Feb 2018 |
-8.77%
Apr 2000 - Mar 2009 |
22.11%
44 out of 199 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.12% |
+22.96%
Mar 2009 - Feb 2019 |
-4.80%
Mar 1999 - Feb 2009 |
14.44%
27 out of 187 |
Euro Inflation Adjusted | +10.42% |
+21.44%
Mar 2009 - Feb 2019 |
-6.76%
Mar 1999 - Feb 2009 |
21.93%
41 out of 187 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.57% |
+21.66%
Feb 2009 - Jan 2020 |
-0.71%
Jul 1999 - Jun 2010 |
1.71%
3 out of 175 |
Euro Inflation Adjusted | +9.88% |
+20.14%
Feb 2009 - Jan 2020 |
-2.73%
Jul 1999 - Jun 2010 |
17.14%
30 out of 175 |
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Annualized Rolling Returns - 12 Years (144 months)
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 163 |
Euro Inflation Adjusted | +9.48% |
+20.94%
Mar 2009 - Feb 2021 |
-1.35%
Jul 1999 - Jun 2011 |
7.36%
12 out of 163 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.11% |
+22.19%
Jan 2009 - Dec 2021 |
+2.36%
Jan 2000 - Dec 2012 |
0.00%
0 out of 151 |
Euro Inflation Adjusted | +9.40% |
+20.45%
Jan 2009 - Dec 2021 |
+0.20%
Jan 2000 - Dec 2012 |
0.00%
0 out of 151 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.20% |
+18.99%
Mar 2009 - Feb 2023 |
+3.98%
May 2000 - Apr 2014 |
0.00%
0 out of 139 |
Euro Inflation Adjusted | +9.51% |
+16.60%
Mar 2009 - Feb 2023 |
+1.91%
May 2000 - Apr 2014 |
0.00%
0 out of 139 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.09% |
+19.63%
Mar 2009 - Feb 2024 |
+4.61%
May 1999 - Apr 2014 |
0.00%
0 out of 127 |
Euro Inflation Adjusted | +9.36% |
+17.18%
Mar 2009 - Feb 2024 |
+2.55%
May 1999 - Apr 2014 |
0.00%
0 out of 127 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.01% |
+16.60%
Jul 2008 - Jun 2024 |
+6.22%
May 2000 - Apr 2016 |
0.00%
0 out of 115 |
Euro Inflation Adjusted | +9.14% |
+14.32%
Jul 2008 - Jun 2024 |
+4.39%
May 2000 - Apr 2016 |
0.00%
0 out of 115 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.92% |
+13.54%
Dec 2004 - Nov 2021 |
+6.56%
Jul 1999 - Jun 2016 |
0.00%
0 out of 103 |
Euro Inflation Adjusted | +8.76% |
+11.74%
Dec 2004 - Nov 2021 |
+4.69%
Jul 1999 - Jun 2016 |
0.00%
0 out of 103 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.60% |
+12.85%
Jan 2004 - Dec 2021 |
+6.82%
Apr 2000 - Mar 2018 |
0.00%
0 out of 91 |
Euro Inflation Adjusted | +8.56% |
+11.01%
Jan 2004 - Dec 2021 |
+5.01%
Apr 2000 - Mar 2018 |
0.00%
0 out of 91 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.63% |
+12.93%
Jan 2003 - Dec 2021 |
+6.69%
Jan 2000 - Dec 2018 |
0.00%
0 out of 79 |
Euro Inflation Adjusted | +7.81% |
+11.07%
Jan 2003 - Dec 2021 |
+4.87%
Jan 2000 - Dec 2018 |
0.00%
0 out of 79 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.41% |
+11.27%
Jul 2004 - Jun 2024 |
+6.88%
Apr 2000 - Mar 2020 |
0.00%
0 out of 67 |
Euro Inflation Adjusted | +7.55% |
+9.09%
Nov 2001 - Oct 2021 |
+5.14%
Apr 2000 - Mar 2020 |
0.00%
0 out of 67 |
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To obtain comprehensive information, please consult the iShares S&P 500 Consumer Discretionary (QDVK.DE) ETF: Historical Returns page.