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

Data Source: from January 1999 to June 2024 (~26 years)
Consolidated Returns as of 30 June 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 (~26 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 July 2004 - 30 June 2024 (20 Years)

Data Source: 1 January 1999 - 30 June 2024 (~26 years)

Inflation Adjusted:

Return Chart Capital Chart Table

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.65%	+83.64% Mar 2009 - Feb 2010	-63.31% Mar 2008 - Feb 2009	34.92% 103 out of 295
Euro Inflation Adjusted	+5.05%	+82.09% Mar 2009 - Feb 2010	-63.74% Mar 2008 - Feb 2009	38.98% 115 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	+8.64%	+45.00% Mar 2009 - Feb 2011	-51.44% Mar 2007 - Feb 2009	28.27% 80 out of 283
Euro Inflation Adjusted	+6.77%	+42.66% Mar 2009 - Feb 2011	-52.49% Mar 2007 - Feb 2009	33.57% 95 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	+9.25%	+29.88% Oct 2011 - Sep 2014	-37.87% Mar 2006 - Feb 2009	30.63% 83 out of 271
Euro Inflation Adjusted	+6.49%	+28.17% Oct 2011 - Sep 2014	-39.14% Mar 2006 - Feb 2009	33.58% 91 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	+7.40%	+27.21% Dec 2011 - Nov 2015	-26.00% Mar 2005 - Feb 2009	33.20% 86 out of 259
Euro Inflation Adjusted	+5.08%	+26.11% Dec 2011 - Nov 2015	-27.56% Mar 2005 - Feb 2009	38.22% 99 out of 259

4 Years Annualized Rolling Returns

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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	+5.24%	+24.40% Dec 2011 - Nov 2016	-22.09% Mar 2004 - Feb 2009	31.98% 79 out of 247
Euro Inflation Adjusted	+3.50%	+23.40% Dec 2011 - Nov 2016	-23.72% Mar 2004 - Feb 2009	40.08% 99 out of 247

5 Years Annualized Rolling Returns

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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	+6.36%	+26.04% Mar 2009 - Feb 2015	-15.68% Mar 2003 - Feb 2009	37.02% 87 out of 235
Euro Inflation Adjusted	+3.96%	+24.32% Mar 2009 - Feb 2015	-17.38% Mar 2003 - Feb 2009	42.98% 101 out of 235

6 Years Annualized Rolling Returns

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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	+6.14%	+20.60% Oct 2011 - Sep 2018	-18.31% Mar 2002 - Feb 2009	39.46% 88 out of 223
Euro Inflation Adjusted	+4.26%	+19.25% Oct 2011 - Sep 2018	-19.99% Mar 2002 - Feb 2009	40.81% 91 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	+3.75%	+23.38% Mar 2009 - Feb 2017	-16.16% Mar 2001 - Feb 2009	44.08% 93 out of 211
Euro Inflation Adjusted	+1.84%	+21.85% Mar 2009 - Feb 2017	-17.92% Mar 2001 - Feb 2009	45.97% 97 out of 211

8 Years Annualized Rolling Returns

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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	+0.49%	+21.25% Mar 2009 - Feb 2018	-11.79% Apr 2000 - Mar 2009	48.24% 96 out of 199
Euro Inflation Adjusted	-0.96%	+19.76% Mar 2009 - Feb 2018	-13.63% Apr 2000 - Mar 2009	53.27% 106 out of 199

9 Years Annualized Rolling Returns

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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	+1.53%	+18.78% Mar 2009 - Feb 2019	-10.25% Mar 1999 - Feb 2009	41.71% 78 out of 187
Euro Inflation Adjusted	-0.18%	+17.31% Mar 2009 - Feb 2019	-12.10% Mar 1999 - Feb 2009	50.27% 94 out of 187

10 Years Annualized Rolling Returns

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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	+2.04%	+17.42% Mar 2009 - Feb 2020	-9.33% Oct 2000 - Sep 2011	31.43% 55 out of 175
Euro Inflation Adjusted	+0.57%	+15.97% Mar 2009 - Feb 2020	-11.20% Oct 2000 - Sep 2011	45.14% 79 out of 175

11 Years Annualized Rolling Returns

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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	+2.56%	+17.18% Mar 2009 - Feb 2021	-6.14% Nov 2000 - Oct 2012	27.61% 45 out of 163
Euro Inflation Adjusted	+1.02%	+15.77% Mar 2009 - Feb 2021	-8.13% Nov 2000 - Oct 2012	37.42% 61 out of 163

12 Years Annualized Rolling Returns

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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	+2.87%	+18.11% Mar 2009 - Feb 2022	-4.01% Nov 2000 - Oct 2013	27.15% 41 out of 151
Euro Inflation Adjusted	+1.34%	+16.28% Mar 2009 - Feb 2022	-5.94% Nov 2000 - Oct 2013	31.13% 47 out of 151

13 Years Annualized Rolling Returns

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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	+3.39%	+16.68% Mar 2009 - Feb 2023	-2.12% Sep 2000 - Aug 2014	27.34% 38 out of 139
Euro Inflation Adjusted	+1.80%	+14.33% Mar 2009 - Feb 2023	-4.07% May 1999 - Apr 2013	34.53% 48 out of 139

14 Years Annualized Rolling Returns

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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	+3.37%	+16.37% Mar 2009 - Feb 2024	-1.29% Jul 2001 - Jun 2016	13.39% 17 out of 127
Euro Inflation Adjusted	+1.80%	+13.99% Mar 2009 - Feb 2024	-3.04% May 1999 - Apr 2014	31.50% 40 out of 127

15 Years Annualized Rolling Returns

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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	+3.47%	+10.33% Jul 2008 - Jun 2024	-0.76% Oct 2000 - Sep 2016	2.61% 3 out of 115
Euro Inflation Adjusted	+1.73%	+8.17% Jul 2008 - Jun 2024	-2.43% Oct 2000 - Sep 2016	24.35% 28 out of 115

16 Years Annualized Rolling Returns

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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	+3.38%	+6.06% Apr 2005 - Mar 2022	+0.61% Sep 2000 - Aug 2017	0.00% 0 out of 103
Euro Inflation Adjusted	+1.69%	+4.28% Nov 2004 - Oct 2021	-1.11% May 1999 - Apr 2016	23.30% 24 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	+3.42%	+5.64% Jan 2004 - Dec 2021	+0.49% Apr 2002 - Mar 2020	0.00% 0 out of 91
Euro Inflation Adjusted	+1.65%	+4.01% Apr 2003 - Mar 2021	-1.07% Apr 2002 - Mar 2020	13.19% 12 out of 91

18 Years Annualized Rolling Returns

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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	+3.73%	+6.43% Apr 2003 - Mar 2022	+0.45% Jul 2001 - Jun 2020	0.00% 0 out of 79
Euro Inflation Adjusted	+2.00%	+4.53% Apr 2003 - Mar 2022	-1.12% Jul 2001 - Jun 2020	11.39% 9 out of 79

19 Years Annualized Rolling Returns

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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	+3.69%	+5.84% Mar 2003 - Feb 2023	+0.39% Nov 2000 - Oct 2020	0.00% 0 out of 67
Euro Inflation Adjusted	+1.91%	+3.72% Mar 2003 - Feb 2023	-1.18% Nov 2000 - Oct 2020	8.96% 6 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 Financials (QDVH.DE) ETF: Historical Returns page.