Data Source: from June 2000 to June 2024 (~24 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 2024
Holding the iShares S&P 500 Growth ETF (IVW) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~24 years), the longest period with a negative return lasted 148 months (from July 2000 to October 2012).
This means that every rolling period of 149 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares S&P 500 Growth ETF (IVW) 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 GROWTH ETF (IVW) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 June 2000 - 30 June 2024 (~24 years)
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Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.39% |
+59.16%
Apr 2020 - Mar 2021 |
-37.94%
Sep 2000 - Aug 2001 |
21.94%
61 out of 278 |
| US Inflation Adjusted | +8.70% |
+55.10%
Apr 2020 - Mar 2021 |
-39.59%
Sep 2000 - Aug 2001 |
24.82%
69 out of 278 |
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 | +10.01% |
+37.01%
Apr 2020 - Mar 2022 |
-28.31%
Oct 2000 - Sep 2002 |
22.18%
59 out of 266 |
| US Inflation Adjusted | +8.00% |
+32.03%
Mar 2009 - Feb 2011 |
-29.75%
Oct 2000 - Sep 2002 |
25.94%
69 out of 266 |
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 | +11.48% |
+31.92%
Jan 2019 - Dec 2021 |
-17.11%
Jul 2000 - Jun 2003 |
17.72%
45 out of 254 |
| US Inflation Adjusted | +9.32% |
+27.37%
Jan 2019 - Dec 2021 |
-18.79%
Jul 2000 - Jun 2003 |
20.87%
53 out of 254 |
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 | +12.49% |
+23.40%
Sep 2017 - Aug 2021 |
-11.61%
Sep 2000 - Aug 2004 |
13.22%
32 out of 242 |
| US Inflation Adjusted | +8.85% |
+20.15%
Sep 2017 - Aug 2021 |
-13.60%
Sep 2000 - Aug 2004 |
23.97%
58 out of 242 |
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 | +11.83% |
+23.86%
Jan 2017 - Dec 2021 |
-7.73%
Jul 2000 - Jun 2005 |
8.26%
19 out of 230 |
| US Inflation Adjusted | +8.73% |
+20.43%
Mar 2009 - Feb 2014 |
-9.88%
Sep 2000 - Aug 2005 |
17.83%
41 out of 230 |
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 | +12.63% |
+21.91%
Mar 2009 - Feb 2015 |
-5.78%
Jul 2000 - Jun 2006 |
3.67%
8 out of 218 |
| US Inflation Adjusted | +9.02% |
+19.87%
Mar 2009 - Feb 2015 |
-8.24%
Jul 2000 - Jun 2006 |
16.06%
35 out of 218 |
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 | +12.09% |
+18.50%
Jan 2015 - Dec 2021 |
-4.21%
Mar 2002 - Feb 2009 |
7.28%
15 out of 206 |
| US Inflation Adjusted | +9.30% |
+16.39%
Oct 2011 - Sep 2018 |
-6.61%
Mar 2002 - Feb 2009 |
13.59%
28 out of 206 |
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 | +9.55% |
+19.15%
Sep 2013 - Aug 2021 |
-5.29%
Nov 2000 - Oct 2008 |
7.73%
15 out of 194 |
| US Inflation Adjusted | +7.57% |
+16.85%
Sep 2013 - Aug 2021 |
-7.88%
Nov 2000 - Oct 2008 |
12.89%
25 out of 194 |
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 | +9.47% |
+19.54%
Jan 2013 - Dec 2021 |
-5.59%
Jul 2000 - Jun 2009 |
5.49%
10 out of 182 |
| US Inflation Adjusted | +7.58% |
+16.98%
Jan 2013 - Dec 2021 |
-7.88%
Jul 2000 - Jun 2009 |
9.34%
17 out of 182 |
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 | +9.06% |
+19.01%
Jan 2012 - Dec 2021 |
-3.95%
Sep 2000 - Aug 2010 |
4.12%
7 out of 170 |
| US Inflation Adjusted | +7.15% |
+16.52%
Jan 2012 - Dec 2021 |
-6.16%
Sep 2000 - Aug 2010 |
5.88%
10 out of 170 |
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 | +9.69% |
+19.06%
Sep 2010 - Aug 2021 |
-1.75%
Sep 2000 - Aug 2011 |
3.80%
6 out of 158 |
| US Inflation Adjusted | +7.70% |
+16.65%
Sep 2010 - Aug 2021 |
-4.12%
Sep 2000 - Aug 2011 |
5.70%
9 out of 158 |
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 | +9.76% |
+18.66%
Mar 2009 - Feb 2021 |
-0.33%
Jul 2000 - Jun 2012 |
2.05%
3 out of 146 |
| US Inflation Adjusted | +7.78% |
+16.56%
Mar 2009 - Feb 2021 |
-2.66%
Jul 2000 - Jun 2012 |
6.16%
9 out of 146 |
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 | +9.94% |
+18.46%
Mar 2009 - Feb 2022 |
+0.86%
Jul 2000 - Jun 2013 |
0.00%
0 out of 134 |
| US Inflation Adjusted | +7.90% |
+15.87%
Dec 2008 - Nov 2021 |
-1.44%
Jul 2000 - Jun 2013 |
3.73%
5 out of 134 |
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 | +9.95% |
+16.42%
Jul 2010 - Jun 2024 |
+2.54%
Jul 2000 - Jun 2014 |
0.00%
0 out of 122 |
| US Inflation Adjusted | +7.87% |
+13.42%
Jul 2010 - Jun 2024 |
+0.22%
Jul 2000 - Jun 2014 |
0.00%
0 out of 122 |
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 | +10.08% |
+16.92%
Mar 2009 - Feb 2024 |
+2.65%
Sep 2000 - Aug 2015 |
0.00%
0 out of 110 |
| US Inflation Adjusted | +7.86% |
+13.99%
Mar 2009 - Feb 2024 |
+0.48%
Sep 2000 - Aug 2015 |
0.00%
0 out of 110 |
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 | +10.12% |
+13.12%
Jul 2008 - Jun 2024 |
+3.08%
Jul 2000 - Jun 2016 |
0.00%
0 out of 98 |
| US Inflation Adjusted | +7.67% |
+10.68%
Nov 2005 - Oct 2021 |
+0.96%
Jul 2000 - Jun 2016 |
0.00%
0 out of 98 |
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 | +10.40% |
+12.60%
Nov 2004 - Oct 2021 |
+3.96%
Jul 2000 - Jun 2017 |
0.00%
0 out of 86 |
| US Inflation Adjusted | +7.98% |
+10.18%
Nov 2004 - Oct 2021 |
+1.85%
Jul 2000 - Jun 2017 |
0.00%
0 out of 86 |
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 | +10.41% |
+12.28%
Jul 2006 - Jun 2024 |
+4.81%
Jul 2000 - Jun 2018 |
0.00%
0 out of 74 |
| US Inflation Adjusted | +7.76% |
+9.80%
Sep 2003 - Aug 2021 |
+2.64%
Jul 2000 - Jun 2018 |
0.00%
0 out of 74 |
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 | +10.04% |
+12.72%
Jan 2003 - Dec 2021 |
+5.04%
Sep 2000 - Aug 2019 |
0.00%
0 out of 62 |
| US Inflation Adjusted | +7.42% |
+10.17%
Jan 2003 - Dec 2021 |
+2.89%
Sep 2000 - Aug 2019 |
0.00%
0 out of 62 |
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 | +10.17% |
+11.32%
Jul 2004 - Jun 2024 |
+5.75%
Jul 2000 - Jun 2020 |
0.00%
0 out of 50 |
| US Inflation Adjusted | +7.52% |
+8.54%
Jul 2004 - Jun 2024 |
+3.65%
Jul 2000 - Jun 2020 |
0.00%
0 out of 50 |
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 Growth ETF (IVW) ETF: Historical Returns page.
