Data Source: from June 2000 to April 2024 (~24 years)
Consolidated Returns as of 30 April 2024
Consolidated Returns as of 30 April 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 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 June 2000 - 30 April 2024 (~24 years)
Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.35% |
+59.16%
Apr 2020 - Mar 2021 |
-37.94%
Sep 2000 - Aug 2001 |
22.10%
61 out of 276 |
| US Inflation Adjusted | +8.66% |
+55.10%
Apr 2020 - Mar 2021 |
-39.59%
Sep 2000 - Aug 2001 |
25.00%
69 out of 276 |
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 | +9.99% |
+37.01%
Apr 2020 - Mar 2022 |
-28.31%
Oct 2000 - Sep 2002 |
22.35%
59 out of 264 |
| US Inflation Adjusted | +7.93% |
+32.03%
Mar 2009 - Feb 2011 |
-29.75%
Oct 2000 - Sep 2002 |
26.14%
69 out of 264 |
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 | +11.49% |
+31.92%
Jan 2019 - Dec 2021 |
-17.11%
Jul 2000 - Jun 2003 |
17.86%
45 out of 252 |
| US Inflation Adjusted | +9.66% |
+27.37%
Jan 2019 - Dec 2021 |
-18.79%
Jul 2000 - Jun 2003 |
21.03%
53 out of 252 |
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 | +12.35% |
+23.40%
Sep 2017 - Aug 2021 |
-11.61%
Sep 2000 - Aug 2004 |
13.33%
32 out of 240 |
| US Inflation Adjusted | +8.75% |
+20.15%
Sep 2017 - Aug 2021 |
-13.60%
Sep 2000 - Aug 2004 |
24.17%
58 out of 240 |
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 | +11.68% |
+23.86%
Jan 2017 - Dec 2021 |
-7.73%
Jul 2000 - Jun 2005 |
8.33%
19 out of 228 |
| US Inflation Adjusted | +8.57% |
+20.43%
Mar 2009 - Feb 2014 |
-9.88%
Sep 2000 - Aug 2005 |
17.98%
41 out of 228 |
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 | +12.60% |
+21.91%
Mar 2009 - Feb 2015 |
-5.78%
Jul 2000 - Jun 2006 |
3.70%
8 out of 216 |
| US Inflation Adjusted | +8.90% |
+19.87%
Mar 2009 - Feb 2015 |
-8.24%
Jul 2000 - Jun 2006 |
16.20%
35 out of 216 |
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 | +11.88% |
+18.50%
Jan 2015 - Dec 2021 |
-4.21%
Mar 2002 - Feb 2009 |
7.35%
15 out of 204 |
| US Inflation Adjusted | +9.29% |
+16.39%
Oct 2011 - Sep 2018 |
-6.61%
Mar 2002 - Feb 2009 |
13.73%
28 out of 204 |
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 | +9.33% |
+19.15%
Sep 2013 - Aug 2021 |
-5.29%
Nov 2000 - Oct 2008 |
7.81%
15 out of 192 |
| US Inflation Adjusted | +7.41% |
+16.85%
Sep 2013 - Aug 2021 |
-7.88%
Nov 2000 - Oct 2008 |
13.02%
25 out of 192 |
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 | +9.32% |
+19.54%
Jan 2013 - Dec 2021 |
-5.59%
Jul 2000 - Jun 2009 |
5.56%
10 out of 180 |
| US Inflation Adjusted | +7.35% |
+16.98%
Jan 2013 - Dec 2021 |
-7.88%
Jul 2000 - Jun 2009 |
9.44%
17 out of 180 |
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 | +9.01% |
+19.01%
Jan 2012 - Dec 2021 |
-3.95%
Sep 2000 - Aug 2010 |
4.17%
7 out of 168 |
| US Inflation Adjusted | +7.12% |
+16.52%
Jan 2012 - Dec 2021 |
-6.16%
Sep 2000 - Aug 2010 |
5.95%
10 out of 168 |
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 | +9.61% |
+19.06%
Sep 2010 - Aug 2021 |
-1.75%
Sep 2000 - Aug 2011 |
3.85%
6 out of 156 |
| US Inflation Adjusted | +7.69% |
+16.65%
Sep 2010 - Aug 2021 |
-4.12%
Sep 2000 - Aug 2011 |
5.77%
9 out of 156 |
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 | +9.75% |
+18.66%
Mar 2009 - Feb 2021 |
-0.33%
Jul 2000 - Jun 2012 |
2.08%
3 out of 144 |
| US Inflation Adjusted | +7.76% |
+16.56%
Mar 2009 - Feb 2021 |
-2.66%
Jul 2000 - Jun 2012 |
6.25%
9 out of 144 |
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 | +9.91% |
+18.46%
Mar 2009 - Feb 2022 |
+0.86%
Jul 2000 - Jun 2013 |
0.00%
0 out of 132 |
| US Inflation Adjusted | +7.87% |
+15.87%
Dec 2008 - Nov 2021 |
-1.44%
Jul 2000 - Jun 2013 |
3.79%
5 out of 132 |
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 | +9.94% |
+15.52%
Mar 2009 - Feb 2023 |
+2.54%
Jul 2000 - Jun 2014 |
0.00%
0 out of 120 |
| US Inflation Adjusted | +7.87% |
+12.68%
Mar 2009 - Feb 2023 |
+0.22%
Jul 2000 - Jun 2014 |
0.00%
0 out of 120 |
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 | +10.03% |
+16.92%
Mar 2009 - Feb 2024 |
+2.65%
Sep 2000 - Aug 2015 |
0.00%
0 out of 108 |
| US Inflation Adjusted | +7.84% |
+13.99%
Mar 2009 - Feb 2024 |
+0.48%
Sep 2000 - Aug 2015 |
0.00%
0 out of 108 |
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 | +10.12% |
+12.99%
Jan 2006 - Dec 2021 |
+3.08%
Jul 2000 - Jun 2016 |
0.00%
0 out of 96 |
| US Inflation Adjusted | +7.64% |
+10.68%
Nov 2005 - Oct 2021 |
+0.96%
Jul 2000 - Jun 2016 |
0.00%
0 out of 96 |
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)
Swipe left to see all data
| 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 84 |
| US Inflation Adjusted | +7.92% |
+10.18%
Nov 2004 - Oct 2021 |
+1.85%
Jul 2000 - Jun 2017 |
0.00%
0 out of 84 |
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 | +10.40% |
+12.21%
Sep 2003 - Aug 2021 |
+4.81%
Jul 2000 - Jun 2018 |
0.00%
0 out of 72 |
| US Inflation Adjusted | +7.70% |
+9.80%
Sep 2003 - Aug 2021 |
+2.64%
Jul 2000 - Jun 2018 |
0.00%
0 out of 72 |
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 | +10.00% |
+12.72%
Jan 2003 - Dec 2021 |
+5.04%
Sep 2000 - Aug 2019 |
0.00%
0 out of 60 |
| US Inflation Adjusted | +7.42% |
+10.17%
Jan 2003 - Dec 2021 |
+2.89%
Sep 2000 - Aug 2019 |
0.00%
0 out of 60 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.14% |
+10.94%
Apr 2004 - Mar 2024 |
+5.75%
Jul 2000 - Jun 2020 |
0.00%
0 out of 48 |
| US Inflation Adjusted | +7.51% |
+8.39%
Nov 2001 - Oct 2021 |
+3.65%
Jul 2000 - Jun 2020 |
0.00%
0 out of 48 |
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 Growth ETF (IVW) ETF: Historical Returns page.
