Data Source: from January 1999 to June 2024 (~26 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 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 (~26 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 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 January 1999 - 30 June 2024 (~26 years)
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Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.81% |
+49.36%
Mar 2014 - Feb 2015 |
-42.06%
Apr 2002 - Mar 2003 |
28.47%
84 out of 295 |
| Euro Inflation Adjusted | +5.86% |
+49.76%
Mar 2014 - Feb 2015 |
-43.40%
Apr 2002 - Mar 2003 |
33.90%
100 out of 295 |
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 | +9.28% |
+28.39%
Feb 2013 - Jan 2015 |
-23.72%
Jun 2001 - May 2003 |
21.55%
61 out of 283 |
| Euro Inflation Adjusted | +7.15% |
+28.28%
Feb 2013 - Jan 2015 |
-25.17%
Jun 2001 - May 2003 |
28.62%
81 out of 283 |
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 | +7.35% |
+24.78%
Mar 2012 - Feb 2015 |
-16.00%
Dec 2000 - Nov 2003 |
20.30%
55 out of 271 |
| Euro Inflation Adjusted | +4.77% |
+23.84%
Mar 2012 - Feb 2015 |
-17.76%
Dec 2000 - Nov 2003 |
23.99%
65 out of 271 |
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 | +6.79% |
+24.48%
Apr 2011 - Mar 2015 |
-13.31%
Dec 2000 - Nov 2004 |
21.24%
55 out of 259 |
| Euro Inflation Adjusted | +4.56% |
+23.01%
Apr 2011 - Mar 2015 |
-15.15%
Dec 2000 - Nov 2004 |
25.48%
66 out of 259 |
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 | +8.58% |
+21.42%
Jul 2011 - Jun 2016 |
-7.81%
Nov 2000 - Oct 2005 |
20.24%
50 out of 247 |
| Euro Inflation Adjusted | +6.17% |
+20.27%
Jul 2011 - Jun 2016 |
-9.86%
Nov 2000 - Oct 2005 |
24.29%
60 out of 247 |
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 | +8.86% |
+22.46%
Apr 2009 - Mar 2015 |
-6.65%
Apr 2002 - Mar 2008 |
18.72%
44 out of 235 |
| Euro Inflation Adjusted | +6.58% |
+20.64%
Apr 2009 - Mar 2015 |
-8.77%
Apr 2002 - Mar 2008 |
24.68%
58 out of 235 |
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 | +9.23% |
+20.41%
Jul 2009 - Jun 2016 |
-6.77%
Apr 2002 - Mar 2009 |
19.28%
43 out of 223 |
| Euro Inflation Adjusted | +6.83% |
+18.89%
Jul 2009 - Jun 2016 |
-8.67%
Apr 2002 - Mar 2009 |
21.97%
49 out of 223 |
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 | +9.62% |
+19.04%
Mar 2009 - Feb 2017 |
-5.62%
Jun 2001 - May 2009 |
19.43%
41 out of 211 |
| Euro Inflation Adjusted | +7.64% |
+17.56%
Mar 2009 - Feb 2017 |
-7.50%
Jun 2001 - May 2009 |
21.33%
45 out of 211 |
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 | +11.41% |
+15.71%
Mar 2008 - Feb 2017 |
-4.45%
Nov 2000 - Oct 2009 |
20.10%
40 out of 199 |
| Euro Inflation Adjusted | +9.42% |
+14.28%
Mar 2008 - Feb 2017 |
-6.38%
Nov 2000 - Oct 2009 |
21.61%
43 out of 199 |
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 | +11.71% |
+15.46%
Oct 2009 - Sep 2019 |
-2.52%
Apr 1999 - Mar 2009 |
15.51%
29 out of 187 |
| Euro Inflation Adjusted | +9.83% |
+13.90%
Oct 2009 - Sep 2019 |
-4.54%
Apr 1999 - Mar 2009 |
21.93%
41 out of 187 |
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 | +11.07% |
+15.11%
May 2011 - Apr 2022 |
-0.99%
Nov 2000 - Oct 2011 |
3.43%
6 out of 175 |
| Euro Inflation Adjusted | +9.19% |
+13.23%
May 2011 - Apr 2022 |
-3.06%
Nov 2000 - Oct 2011 |
19.43%
34 out of 175 |
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 | +10.78% |
+14.40%
Jan 2010 - Dec 2021 |
+0.70%
Apr 1999 - Mar 2011 |
0.00%
0 out of 163 |
| Euro Inflation Adjusted | +8.98% |
+12.94%
Apr 2009 - Mar 2021 |
-1.38%
Apr 1999 - Mar 2011 |
9.82%
16 out of 163 |
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 | +10.47% |
+15.31%
May 2009 - Apr 2022 |
+2.16%
Nov 2000 - Oct 2013 |
0.00%
0 out of 151 |
| Euro Inflation Adjusted | +8.84% |
+13.33%
May 2009 - Apr 2022 |
+0.11%
Nov 2000 - Oct 2013 |
0.00%
0 out of 151 |
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 | +9.99% |
+13.97%
Apr 2009 - Mar 2023 |
+3.06%
Jan 1999 - Dec 2012 |
0.00%
0 out of 139 |
| Euro Inflation Adjusted | +8.40% |
+11.98%
May 2008 - Apr 2022 |
+0.92%
Jan 1999 - Dec 2012 |
0.00%
0 out of 139 |
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 | +9.41% |
+13.52%
Apr 2009 - Mar 2024 |
+3.79%
Mar 1999 - Feb 2014 |
0.00%
0 out of 127 |
| Euro Inflation Adjusted | +7.67% |
+11.17%
Apr 2009 - Mar 2024 |
+1.75%
Apr 1999 - Mar 2014 |
0.00%
0 out of 127 |
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 | +9.51% |
+12.48%
Jul 2008 - Jun 2024 |
+4.66%
Apr 2002 - Mar 2018 |
0.00%
0 out of 115 |
| Euro Inflation Adjusted | +7.81% |
+10.28%
Jul 2008 - Jun 2024 |
+2.96%
Apr 2002 - Mar 2018 |
0.00%
0 out of 115 |
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 | +9.15% |
+11.68%
May 2005 - Apr 2022 |
+4.43%
Jun 2001 - May 2018 |
0.00%
0 out of 103 |
| Euro Inflation Adjusted | +7.50% |
+9.69%
May 2005 - Apr 2022 |
+2.70%
Jun 2001 - May 2018 |
0.00%
0 out of 103 |
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 | +7.96% |
+11.30%
Dec 2004 - Nov 2022 |
+4.42%
Jan 2001 - Dec 2018 |
0.00%
0 out of 91 |
| Euro Inflation Adjusted | +6.35% |
+9.05%
Dec 2004 - Nov 2022 |
+2.69%
Jan 2001 - Dec 2018 |
0.00%
0 out of 91 |
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 | +6.68% |
+10.78%
May 2003 - Apr 2022 |
+5.18%
May 1999 - Apr 2018 |
0.00%
0 out of 79 |
| Euro Inflation Adjusted | +4.91% |
+8.77%
May 2003 - Apr 2022 |
+3.38%
May 1999 - Apr 2018 |
0.00%
0 out of 79 |
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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Annualized Rolling Returns - 20 Years (240 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.79% |
+9.96%
May 2003 - Apr 2023 |
+5.08%
Nov 2000 - Oct 2020 |
0.00%
0 out of 67 |
| Euro Inflation Adjusted | +4.91% |
+7.70%
May 2003 - Apr 2023 |
+3.43%
Nov 2000 - Oct 2020 |
0.00%
0 out of 67 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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To obtain comprehensive information, please consult the iShares S&P 500 Consumer Staples (2B7D.DE) ETF: Historical Returns page.
