iShares S&P 500 Energy (QDVF.DE): Rolling Returns

Data Source: from January 1985 to May 2024 (~39 years)
Consolidated Returns as of 31 May 2024

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

Considering all the available data source (~39 years), the longest period with a negative return lasted 241 months (from October 2000 to October 2020).

This means that every rolling period of 242 months or above has always granted a positive return.

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

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ISHARES S&P 500 ENERGY (QDVF.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been 5.43% (updated at May 31, 2024).

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 ENERGY (QDVF.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 January 1985 - 31 May 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.29% +116.18%
Nov 2020 - Oct 2021
-50.64%
Apr 2019 - Mar 2020
36.36%
168 out of 462
Euro Inflation Adjusted +7.57% +107.77%
Nov 2020 - Oct 2021
-51.00%
Apr 2019 - Mar 2020
38.74%
179 out of 462
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 +8.35% +102.61%
Nov 2020 - Oct 2022
-34.34%
Oct 2018 - Sep 2020
29.56%
133 out of 450
Euro Inflation Adjusted +6.47% +88.85%
Nov 2020 - Oct 2022
-34.57%
Oct 2018 - Sep 2020
34.00%
153 out of 450
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 +9.56% +55.63%
Oct 2020 - Sep 2023
-22.32%
Nov 2017 - Oct 2020
26.48%
116 out of 438
Euro Inflation Adjusted +7.49% +47.05%
Oct 2020 - Sep 2023
-23.04%
Nov 2017 - Oct 2020
31.05%
136 out of 438
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 +8.73% +38.83%
Apr 2020 - Mar 2024
-18.26%
Nov 2016 - Oct 2020
19.48%
83 out of 426
Euro Inflation Adjusted +6.14% +32.86%
Apr 2020 - Mar 2024
-19.11%
Nov 2016 - Oct 2020
25.35%
108 out of 426
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 +7.45% +25.67%
Sep 1992 - Aug 1997
-14.94%
Apr 2015 - Mar 2020
11.84%
49 out of 414
Euro Inflation Adjusted +5.20% +22.71%
Nov 1995 - Oct 2000
-15.77%
Apr 2015 - Mar 2020
17.63%
73 out of 414
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 +8.21% +21.62%
Apr 1992 - Mar 1998
-13.40%
Nov 2014 - Oct 2020
10.20%
41 out of 402
Euro Inflation Adjusted +5.64% +18.82%
Apr 1992 - Mar 1998
-14.09%
Nov 2014 - Oct 2020
12.44%
50 out of 402
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 +8.36% +18.10%
Feb 1991 - Jan 1998
-10.17%
Nov 2013 - Oct 2020
5.90%
23 out of 390
Euro Inflation Adjusted +5.86% +15.43%
Sep 1992 - Aug 1999
-10.83%
Nov 2013 - Oct 2020
8.72%
34 out of 390
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 +7.98% +19.90%
Sep 1992 - Aug 2000
-7.18%
Nov 2012 - Oct 2020
5.82%
22 out of 378
Euro Inflation Adjusted +5.87% +17.44%
Sep 1992 - Aug 2000
-7.86%
Nov 2012 - Oct 2020
7.67%
29 out of 378
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 +8.12% +17.52%
Jul 1992 - Jun 2001
-5.23%
Apr 2011 - Mar 2020
4.37%
16 out of 366
Euro Inflation Adjusted +5.79% +15.00%
Jul 1992 - Jun 2001
-6.24%
Apr 2011 - Mar 2020
6.28%
23 out of 366
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 +7.88% +18.09%
Dec 1987 - Nov 1997
-2.91%
Nov 2010 - Oct 2020
2.82%
10 out of 354
Euro Inflation Adjusted +5.77% +14.82%
Dec 1987 - Nov 1997
-4.00%
Nov 2010 - Oct 2020
4.52%
16 out of 354
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 +7.86% +16.56%
Aug 1986 - Jul 1997
-1.39%
Nov 2009 - Oct 2020
0.58%
2 out of 342
Euro Inflation Adjusted +5.62% +13.63%
Aug 1986 - Jul 1997
-2.57%
Nov 2009 - Oct 2020
2.34%
8 out of 342
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 +8.79% +15.58%
Nov 1988 - Oct 2000
-2.06%
Oct 2008 - Sep 2020
2.42%
8 out of 330
Euro Inflation Adjusted +6.50% +12.63%
Nov 1988 - Oct 2000
-3.23%
Apr 2008 - Mar 2020
3.03%
10 out of 330
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 +8.32% +16.42%
Dec 1987 - Nov 2000
-3.53%
Nov 2007 - Oct 2020
3.14%
10 out of 318
Euro Inflation Adjusted +6.23% +13.52%
Dec 1987 - Nov 2000
-4.73%
Nov 2007 - Oct 2020
5.03%
16 out of 318
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 +8.44% +14.50%
Oct 1986 - Sep 2000
-1.85%
Nov 2006 - Oct 2020
2.29%
7 out of 306
Euro Inflation Adjusted +6.40% +11.83%
Oct 1986 - Sep 2000
-3.16%
Nov 2006 - Oct 2020
4.58%
14 out of 306
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 +8.31% +14.41%
May 1986 - Apr 2001
-1.38%
Oct 2005 - Sep 2020
1.02%
3 out of 294
Euro Inflation Adjusted +6.17% +11.84%
May 1986 - Apr 2001
-2.72%
Oct 2005 - Sep 2020
2.72%
8 out of 294
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 +8.29% +13.40%
Jul 1992 - Jun 2008
+1.43%
Nov 2004 - Oct 2020
0.00%
0 out of 282
Euro Inflation Adjusted +6.28% +10.89%
Jul 1992 - Jun 2008
-0.01%
Nov 2004 - Oct 2020
0.35%
1 out of 282
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 +8.11% +12.53%
Jan 1991 - Dec 2007
+3.07%
Nov 2003 - Oct 2020
0.00%
0 out of 270
Euro Inflation Adjusted +5.94% +9.92%
Jan 1991 - Dec 2007
+1.56%
Nov 2003 - Oct 2020
0.00%
0 out of 270
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 +8.61% +13.34%
Dec 1987 - Nov 2005
+1.06%
Apr 2002 - Mar 2020
0.00%
0 out of 258
Euro Inflation Adjusted +6.55% +10.64%
Dec 1987 - Nov 2005
-0.51%
Apr 2002 - Mar 2020
0.39%
1 out of 258
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 +8.68% +13.17%
Dec 1987 - Nov 2006
+0.81%
Apr 2001 - Mar 2020
0.00%
0 out of 246
Euro Inflation Adjusted +6.45% +10.50%
Dec 1987 - Nov 2006
-0.80%
Apr 2001 - Mar 2020
1.63%
4 out of 246
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 +8.96% +13.35%
Jan 1988 - Dec 2007
-0.06%
Nov 2000 - Oct 2020
0.43%
1 out of 234
Euro Inflation Adjusted +6.80% +10.62%
Jan 1988 - Dec 2007
-1.63%
Nov 2000 - Oct 2020
2.14%
5 out of 234
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 Energy (QDVF.DE) ETF: Historical Returns page.