iShares S&P 500 Financials (QDVH.DE): Rolling Returns

Data Source: from January 1999 to April 2024 (~25 years)
Consolidated Returns as of 30 April 2024

Holding the iShares S&P 500 Financials (QDVH.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 194 months (from September 2000 to October 2016).

This means that every rolling period of 195 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Financials (QDVH.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 FINANCIALS (QDVH.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 January 1999 - 30 April 2024 (~25 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.64% +83.64%
Mar 2009 - Feb 2010
-63.31%
Mar 2008 - Feb 2009
35.15%
103 out of 293
Euro Inflation Adjusted +5.01% +82.09%
Mar 2009 - Feb 2010
-63.74%
Mar 2008 - Feb 2009
39.25%
115 out of 293
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 +8.62% +45.00%
Mar 2009 - Feb 2011
-51.44%
Mar 2007 - Feb 2009
28.47%
80 out of 281
Euro Inflation Adjusted +6.77% +42.66%
Mar 2009 - Feb 2011
-52.49%
Mar 2007 - Feb 2009
33.81%
95 out of 281
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 +9.27% +29.88%
Oct 2011 - Sep 2014
-37.87%
Mar 2006 - Feb 2009
30.86%
83 out of 269
Euro Inflation Adjusted +6.51% +28.17%
Oct 2011 - Sep 2014
-39.14%
Mar 2006 - Feb 2009
33.83%
91 out of 269
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 +7.30% +27.21%
Dec 2011 - Nov 2015
-26.00%
Mar 2005 - Feb 2009
33.46%
86 out of 257
Euro Inflation Adjusted +5.06% +26.11%
Dec 2011 - Nov 2015
-27.56%
Mar 2005 - Feb 2009
38.52%
99 out of 257
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 +5.13% +24.40%
Dec 2011 - Nov 2016
-22.09%
Mar 2004 - Feb 2009
32.24%
79 out of 245
Euro Inflation Adjusted +3.45% +23.40%
Dec 2011 - Nov 2016
-23.72%
Mar 2004 - Feb 2009
40.41%
99 out of 245
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 +6.28% +26.04%
Mar 2009 - Feb 2015
-15.68%
Mar 2003 - Feb 2009
37.34%
87 out of 233
Euro Inflation Adjusted +3.91% +24.32%
Mar 2009 - Feb 2015
-17.38%
Mar 2003 - Feb 2009
43.35%
101 out of 233
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 +6.05% +20.60%
Oct 2011 - Sep 2018
-18.31%
Mar 2002 - Feb 2009
39.82%
88 out of 221
Euro Inflation Adjusted +4.00% +19.25%
Oct 2011 - Sep 2018
-19.99%
Mar 2002 - Feb 2009
41.18%
91 out of 221
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 +3.74% +23.38%
Mar 2009 - Feb 2017
-16.16%
Mar 2001 - Feb 2009
44.50%
93 out of 209
Euro Inflation Adjusted +1.73% +21.85%
Mar 2009 - Feb 2017
-17.92%
Mar 2001 - Feb 2009
46.41%
97 out of 209
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 +0.48% +21.25%
Mar 2009 - Feb 2018
-11.79%
Apr 2000 - Mar 2009
48.73%
96 out of 197
Euro Inflation Adjusted -1.11% +19.76%
Mar 2009 - Feb 2018
-13.63%
Apr 2000 - Mar 2009
53.81%
106 out of 197
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 +1.39% +18.78%
Mar 2009 - Feb 2019
-10.25%
Mar 1999 - Feb 2009
42.16%
78 out of 185
Euro Inflation Adjusted -0.23% +17.31%
Mar 2009 - Feb 2019
-12.10%
Mar 1999 - Feb 2009
50.81%
94 out of 185
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 +2.01% +17.42%
Mar 2009 - Feb 2020
-9.33%
Oct 2000 - Sep 2011
31.79%
55 out of 173
Euro Inflation Adjusted +0.46% +15.97%
Mar 2009 - Feb 2020
-11.20%
Oct 2000 - Sep 2011
45.66%
79 out of 173
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 +2.55% +17.18%
Mar 2009 - Feb 2021
-6.14%
Nov 2000 - Oct 2012
27.95%
45 out of 161
Euro Inflation Adjusted +1.00% +15.77%
Mar 2009 - Feb 2021
-8.13%
Nov 2000 - Oct 2012
37.89%
61 out of 161
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 +2.63% +18.11%
Mar 2009 - Feb 2022
-4.01%
Nov 2000 - Oct 2013
27.52%
41 out of 149
Euro Inflation Adjusted +1.12% +16.28%
Mar 2009 - Feb 2022
-5.94%
Nov 2000 - Oct 2013
31.54%
47 out of 149
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 +3.36% +16.68%
Mar 2009 - Feb 2023
-2.12%
Sep 2000 - Aug 2014
27.74%
38 out of 137
Euro Inflation Adjusted +1.79% +14.33%
Mar 2009 - Feb 2023
-4.07%
May 1999 - Apr 2013
35.04%
48 out of 137
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 +3.34% +16.37%
Mar 2009 - Feb 2024
-1.29%
Jul 2001 - Jun 2016
13.60%
17 out of 125
Euro Inflation Adjusted +1.77% +13.99%
Mar 2009 - Feb 2024
-3.04%
May 1999 - Apr 2014
32.00%
40 out of 125
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 +3.45% +9.06%
Apr 2008 - Mar 2024
-0.76%
Oct 2000 - Sep 2016
2.65%
3 out of 113
Euro Inflation Adjusted +1.72% +6.90%
Apr 2008 - Mar 2024
-2.43%
Oct 2000 - Sep 2016
24.78%
28 out of 113
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 +3.36% +6.06%
Apr 2005 - Mar 2022
+0.61%
Sep 2000 - Aug 2017
0.00%
0 out of 101
Euro Inflation Adjusted +1.66% +4.28%
Nov 2004 - Oct 2021
-1.11%
May 1999 - Apr 2016
23.76%
24 out of 101
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 +3.39% +5.64%
Jan 2004 - Dec 2021
+0.49%
Apr 2002 - Mar 2020
0.00%
0 out of 89
Euro Inflation Adjusted +1.63% +4.01%
Apr 2003 - Mar 2021
-1.07%
Apr 2002 - Mar 2020
13.48%
12 out of 89
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 +3.57% +6.43%
Apr 2003 - Mar 2022
+0.45%
Jul 2001 - Jun 2020
0.00%
0 out of 77
Euro Inflation Adjusted +1.97% +4.53%
Apr 2003 - Mar 2022
-1.12%
Jul 2001 - Jun 2020
11.69%
9 out of 77
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 +3.67% +5.84%
Mar 2003 - Feb 2023
+0.39%
Nov 2000 - Oct 2020
0.00%
0 out of 65
Euro Inflation Adjusted +1.90% +3.72%
Mar 2003 - Feb 2023
-1.18%
Nov 2000 - Oct 2020
9.23%
6 out of 65
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 Financials (QDVH.DE) ETF: Historical Returns page.