iShares S&P 500 Consumer Staples (2B7D.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 Staples (2B7D.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 135 months (from November 2000 to January 2012).

This means that every rolling period of 136 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Consumer Staples (2B7D.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 STAPLES (2B7D.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 +7.70% +49.36%
Mar 2014 - Feb 2015
-42.06%
Apr 2002 - Mar 2003
28.57%
84 out of 294
Euro Inflation Adjusted +5.78% +49.76%
Mar 2014 - Feb 2015
-43.40%
Apr 2002 - Mar 2003
34.01%
100 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 +9.28% +28.39%
Feb 2013 - Jan 2015
-23.72%
Jun 2001 - May 2003
21.63%
61 out of 282
Euro Inflation Adjusted +7.15% +28.28%
Feb 2013 - Jan 2015
-25.17%
Jun 2001 - May 2003
28.72%
81 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 +7.29% +24.78%
Mar 2012 - Feb 2015
-16.00%
Dec 2000 - Nov 2003
20.37%
55 out of 270
Euro Inflation Adjusted +4.77% +23.84%
Mar 2012 - Feb 2015
-17.76%
Dec 2000 - Nov 2003
24.07%
65 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 +6.58% +24.48%
Apr 2011 - Mar 2015
-13.31%
Dec 2000 - Nov 2004
21.32%
55 out of 258
Euro Inflation Adjusted +4.52% +23.01%
Apr 2011 - Mar 2015
-15.15%
Dec 2000 - Nov 2004
25.58%
66 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 +7.99% +21.42%
Jul 2011 - Jun 2016
-7.81%
Nov 2000 - Oct 2005
20.33%
50 out of 246
Euro Inflation Adjusted +6.04% +20.27%
Jul 2011 - Jun 2016
-9.86%
Nov 2000 - Oct 2005
24.39%
60 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 +8.84% +22.46%
Apr 2009 - Mar 2015
-6.65%
Apr 2002 - Mar 2008
18.80%
44 out of 234
Euro Inflation Adjusted +6.51% +20.64%
Apr 2009 - Mar 2015
-8.77%
Apr 2002 - Mar 2008
24.79%
58 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 +9.23% +20.41%
Jul 2009 - Jun 2016
-6.77%
Apr 2002 - Mar 2009
19.37%
43 out of 222
Euro Inflation Adjusted +6.83% +18.89%
Jul 2009 - Jun 2016
-8.67%
Apr 2002 - Mar 2009
22.07%
49 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 +9.62% +19.04%
Mar 2009 - Feb 2017
-5.62%
Jun 2001 - May 2009
19.52%
41 out of 210
Euro Inflation Adjusted +7.64% +17.56%
Mar 2009 - Feb 2017
-7.50%
Jun 2001 - May 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 +11.41% +15.71%
Mar 2008 - Feb 2017
-4.45%
Nov 2000 - Oct 2009
20.20%
40 out of 198
Euro Inflation Adjusted +9.42% +14.28%
Mar 2008 - Feb 2017
-6.38%
Nov 2000 - Oct 2009
21.72%
43 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 +11.71% +15.46%
Oct 2009 - Sep 2019
-2.52%
Apr 1999 - Mar 2009
15.59%
29 out of 186
Euro Inflation Adjusted +9.83% +13.90%
Oct 2009 - Sep 2019
-4.54%
Apr 1999 - Mar 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 +11.07% +15.11%
May 2011 - Apr 2022
-0.99%
Nov 2000 - Oct 2011
3.45%
6 out of 174
Euro Inflation Adjusted +9.19% +13.23%
May 2011 - Apr 2022
-3.06%
Nov 2000 - Oct 2011
19.54%
34 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 +10.77% +14.40%
Jan 2010 - Dec 2021
+0.70%
Apr 1999 - Mar 2011
0.00%
0 out of 162
Euro Inflation Adjusted +8.93% +12.94%
Apr 2009 - Mar 2021
-1.38%
Apr 1999 - Mar 2011
9.88%
16 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 +10.47% +15.31%
May 2009 - Apr 2022
+2.16%
Nov 2000 - Oct 2013
0.00%
0 out of 150
Euro Inflation Adjusted +8.76% +13.33%
May 2009 - Apr 2022
+0.11%
Nov 2000 - Oct 2013
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 +9.97% +13.97%
Apr 2009 - Mar 2023
+3.06%
Jan 1999 - Dec 2012
0.00%
0 out of 138
Euro Inflation Adjusted +8.38% +11.98%
May 2008 - Apr 2022
+0.92%
Jan 1999 - Dec 2012
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 +9.36% +13.52%
Apr 2009 - Mar 2024
+3.79%
Mar 1999 - Feb 2014
0.00%
0 out of 126
Euro Inflation Adjusted +7.66% +11.17%
Apr 2009 - Mar 2024
+1.75%
Apr 1999 - Mar 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 +9.51% +12.08%
Apr 2008 - Mar 2024
+4.66%
Apr 2002 - Mar 2018
0.00%
0 out of 114
Euro Inflation Adjusted +7.79% +9.91%
May 2006 - Apr 2022
+2.96%
Apr 2002 - Mar 2018
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 +9.14% +11.68%
May 2005 - Apr 2022
+4.43%
Jun 2001 - May 2018
0.00%
0 out of 102
Euro Inflation Adjusted +7.49% +9.69%
May 2005 - Apr 2022
+2.70%
Jun 2001 - May 2018
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 +7.78% +11.30%
Dec 2004 - Nov 2022
+4.42%
Jan 2001 - Dec 2018
0.00%
0 out of 90
Euro Inflation Adjusted +6.16% +9.05%
Dec 2004 - Nov 2022
+2.69%
Jan 2001 - Dec 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 +6.56% +10.78%
May 2003 - Apr 2022
+5.18%
May 1999 - Apr 2018
0.00%
0 out of 78
Euro Inflation Adjusted +4.74% +8.77%
May 2003 - Apr 2022
+3.38%
May 1999 - Apr 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 +6.71% +9.96%
May 2003 - Apr 2023
+5.08%
Nov 2000 - Oct 2020
0.00%
0 out of 66
Euro Inflation Adjusted +4.87% +7.70%
May 2003 - Apr 2023
+3.43%
Nov 2000 - Oct 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 Staples (2B7D.DE) ETF: Historical Returns page.