iShares S&P 500 Growth ETF (IVW): Rolling Returns

Data Source: from June 2000 to February 2024 (~24 years)
Consolidated Returns as of 29 February 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 March 2004 - 29 February 2024 (20 Years)
Data Source: 1 June 2000 - 29 February 2024 (~24 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -37.40 03/2008
02/2009
0.62$ -1.37 0.98$ 12.92 1.12$ 27.22 1.27$ 59.16 04/2020
03/2021
1.59$ 38.30 16.16%
2Y -21.13 03/2007
02/2009
0.62$ -1.07 0.97$ 11.77 1.24$ 22.31 1.49$ 37.01 04/2020
03/2022
1.87$ 7.36 17.05%
3Y -12.52 03/2006
02/2009
0.66$ 2.92 1.09$ 13.07 1.44$ 18.46 1.66$ 31.92 01/2019
12/2021
2.29$ 10.19 13.17%
4Y -8.24 03/2005
02/2009
0.70$ 0.84 1.03$ 13.64 1.66$ 17.78 1.92$ 23.40 09/2017
08/2021
2.31$ 16.76 9.84%
5Y -6.06 03/2004
02/2009
0.73$ 2.78 1.14$ 13.13 1.85$ 17.71 2.26$ 23.86 01/2017
12/2021
2.91$ 15.69 3.31%
6Y 0.26 07/2004
06/2010
1.01$ 4.71 1.31$ 13.59 2.14$ 16.65 2.51$ 21.91 03/2009
02/2015
3.28$ 14.07 0.00%
7Y 3.34 10/2004
09/2011
1.25$ 5.66 1.46$ 14.08 2.51$ 16.16 2.85$ 18.50 01/2015
12/2021
3.28$ 15.53 0.00%
8Y 4.54 06/2004
05/2012
1.42$ 7.51 1.78$ 13.29 2.71$ 16.41 3.37$ 19.15 09/2013
08/2021
4.06$ 16.26 0.00%
9Y 5.33 03/2004
02/2013
1.59$ 7.88 1.97$ 12.57 2.90$ 16.52 3.95$ 19.54 01/2013
12/2021
4.98$ 13.70 0.00%
10Y 7.45 03/2004
02/2014
2.05$ 8.44 2.24$ 13.21 3.45$ 16.30 4.52$ 19.01 01/2012
12/2021
5.69$ 14.03 0.00%
11Y 7.49 03/2005
02/2016
2.21$ 8.45 2.44$ 11.95 3.46$ 16.13 5.18$ 19.06 09/2010
08/2021
6.81$ 15.29 0.00%
12Y 7.13 03/2004
02/2016
2.28$ 8.88 2.77$ 10.97 3.48$ 16.28 6.10$ 18.66 03/2009
02/2021
7.79$ 14.90 0.00%
13Y 8.17 03/2004
02/2017
2.77$ 9.57 3.27$ 11.13 3.94$ 14.86 6.05$ 18.46 03/2009
02/2022
9.04$ 14.38 0.00%
14Y 8.66 01/2005
12/2018
3.19$ 9.63 3.62$ 11.91 4.82$ 14.08 6.32$ 15.52 03/2009
02/2023
7.53$ 14.96 0.00%
15Y 8.99 04/2005
03/2020
3.63$ 9.86 4.09$ 11.13 4.87$ 12.97 6.22$ 16.92 03/2009
02/2024
10.42$ 16.92 0.00%
16Y 8.66 04/2004
03/2020
3.77$ 10.06 4.63$ 11.09 5.38$ 12.23 6.33$ 12.99 01/2006
12/2021
7.05$ 12.44 0.00%
17Y 9.90 01/2006
12/2022
4.97$ 10.30 5.29$ 11.02 5.91$ 12.01 6.87$ 12.60 11/2004
10/2021
7.52$ 11.63 0.00%
18Y 9.56 01/2005
12/2022
5.17$ 9.96 5.52$ 10.51 6.04$ 10.94 6.47$ 11.49 04/2004
03/2022
7.08$ 11.40 0.00%
19Y 9.40 03/2004
02/2023
5.51$ 9.87 5.98$ 10.44 6.60$ 10.77 6.98$ 11.10 03/2005
02/2024
7.39$ 11.10 0.00%
20Y 10.69 03/2004
02/2024
7.62$ 10.69 7.62$ 10.69 7.62$ 10.69 7.62$ 10.69 03/2004
02/2024
7.62$ 10.69 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -37.40 03/2008
02/2009
0.62$ -4.59 0.95$ 10.45 1.10$ 23.79 1.23$ 55.10 04/2020
03/2021
1.55$ 34.65 18.78%
2Y -22.72 03/2007
02/2009
0.59$ -5.79 0.88$ 9.45 1.19$ 19.64 1.43$ 32.03 03/2009
02/2011
1.74$ 2.91 20.74%
3Y -14.38 03/2006
02/2009
0.62$ 0.78 1.02$ 11.16 1.37$ 16.71 1.58$ 27.37 01/2019
12/2021
2.06$ 4.42 14.15%
4Y -10.52 03/2005
02/2009
0.64$ -1.16 0.95$ 11.73 1.55$ 15.56 1.78$ 20.15 09/2017
08/2021
2.08$ 11.69 18.65%
5Y -8.48 03/2004
02/2009
0.64$ 0.48 1.02$ 11.13 1.69$ 15.69 2.07$ 20.43 03/2009
02/2014
2.53$ 11.13 12.15%
6Y -2.05 07/2004
06/2010
0.88$ 2.34 1.14$ 11.38 1.90$ 14.73 2.28$ 19.87 03/2009
02/2015
2.96$ 10.04 3.55%
7Y 0.76 10/2004
09/2011
1.05$ 3.38 1.26$ 11.16 2.09$ 14.25 2.54$ 16.39 10/2011
09/2018
2.89$ 11.66 0.00%
8Y 2.02 06/2004
05/2012
1.17$ 5.30 1.51$ 10.32 2.19$ 14.51 2.95$ 16.85 09/2013
08/2021
3.47$ 12.46 0.00%
9Y 2.77 03/2004
02/2013
1.27$ 5.88 1.67$ 9.79 2.31$ 14.56 3.39$ 16.98 01/2013
12/2021
4.10$ 10.29 0.00%
10Y 4.99 03/2004
02/2014
1.62$ 6.36 1.85$ 10.38 2.68$ 14.25 3.78$ 16.52 01/2012
12/2021
4.61$ 10.95 0.00%
11Y 5.46 03/2005
02/2016
1.79$ 6.39 1.97$ 10.16 2.89$ 14.13 4.28$ 16.65 09/2010
08/2021
5.44$ 12.34 0.00%
12Y 5.01 03/2004
02/2016
1.79$ 6.90 2.22$ 9.13 2.85$ 13.85 4.74$ 16.56 03/2009
02/2021
6.28$ 12.02 0.00%
13Y 5.97 03/2004
02/2017
2.12$ 7.47 2.55$ 9.26 3.16$ 12.31 4.52$ 15.87 12/2008
11/2021
6.78$ 11.48 0.00%
14Y 6.53 01/2005
12/2018
2.42$ 7.48 2.74$ 9.73 3.67$ 11.37 4.51$ 12.68 03/2009
02/2023
5.31$ 12.09 0.00%
15Y 6.88 03/2004
02/2019
2.71$ 7.48 2.95$ 8.79 3.54$ 10.67 4.57$ 14.02 03/2009
02/2024
7.16$ 14.02 0.00%
16Y 6.49 04/2004
03/2020
2.73$ 7.50 3.17$ 8.73 3.81$ 9.95 4.56$ 10.68 11/2005
10/2021
5.06$ 9.83 0.00%
17Y 7.27 01/2006
12/2022
3.29$ 7.65 3.50$ 8.51 4.00$ 9.48 4.66$ 10.18 11/2004
10/2021
5.19$ 8.92 0.00%
18Y 6.89 01/2005
12/2022
3.31$ 7.27 3.53$ 7.86 3.90$ 8.23 4.15$ 8.86 04/2004
03/2022
4.61$ 8.71 0.00%
19Y 6.68 03/2004
02/2023
3.41$ 7.14 3.70$ 7.68 4.07$ 8.03 4.33$ 8.35 03/2005
02/2024
4.59$ 8.35 0.00%
20Y 7.93 03/2004
02/2024
4.59$ 7.93 4.59$ 7.93 4.59$ 7.93 4.59$ 7.93 03/2004
02/2024
4.59$ 7.93 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -37.94 09/2000
08/2001
0.62$ -12.48 0.87$ 11.28 1.11$ 25.97 1.25$ 59.16 04/2020
03/2021
1.59$ 38.30 22.26%
2Y -28.31 10/2000
09/2002
0.51$ -3.94 0.92$ 9.99 1.20$ 20.42 1.45$ 37.01 04/2020
03/2022
1.87$ 7.36 22.52%
3Y -17.11 07/2000
06/2003
0.56$ -1.88 0.94$ 11.63 1.39$ 18.00 1.64$ 31.92 01/2019
12/2021
2.29$ 10.19 18.00%
4Y -11.61 09/2000
08/2004
0.61$ 0.44 1.01$ 12.33 1.59$ 17.06 1.87$ 23.40 09/2017
08/2021
2.31$ 16.76 13.45%
5Y -7.73 07/2000
06/2005
0.66$ 1.43 1.07$ 11.57 1.72$ 17.17 2.20$ 23.86 01/2017
12/2021
2.91$ 15.69 8.41%
6Y -5.78 07/2000
06/2006
0.69$ 2.41 1.15$ 12.58 2.03$ 16.35 2.48$ 21.91 03/2009
02/2015
3.28$ 14.07 3.74%
7Y -4.21 03/2002
02/2009
0.74$ 2.85 1.21$ 11.38 2.12$ 15.74 2.78$ 18.50 01/2015
12/2021
3.28$ 15.53 7.43%
8Y -5.29 11/2000
10/2008
0.64$ 3.86 1.35$ 9.26 2.03$ 16.26 3.33$ 19.15 09/2013
08/2021
4.06$ 16.26 7.89%
9Y -5.59 07/2000
06/2009
0.59$ 5.24 1.58$ 9.14 2.19$ 16.28 3.88$ 19.54 01/2013
12/2021
4.98$ 13.70 5.62%
10Y -3.95 09/2000
08/2010
0.66$ 4.71 1.58$ 8.97 2.36$ 15.78 4.32$ 19.01 01/2012
12/2021
5.69$ 14.03 4.22%
11Y -1.75 09/2000
08/2011
0.82$ 5.04 1.71$ 9.61 2.74$ 15.83 5.03$ 19.06 09/2010
08/2021
6.81$ 15.29 3.90%
12Y -0.33 07/2000
06/2012
0.96$ 6.00 2.01$ 9.74 3.05$ 15.06 5.38$ 18.66 03/2009
02/2021
7.79$ 14.90 2.11%
13Y 0.86 07/2000
06/2013
1.11$ 6.73 2.33$ 9.83 3.38$ 14.06 5.53$ 18.46 03/2009
02/2022
9.04$ 14.38 0.00%
14Y 2.54 07/2000
06/2014
1.42$ 6.41 2.38$ 9.91 3.75$ 13.46 5.85$ 15.52 03/2009
02/2023
7.53$ 14.96 0.00%
15Y 2.65 09/2000
08/2015
1.48$ 6.39 2.53$ 10.02 4.18$ 12.37 5.75$ 16.92 03/2009
02/2024
10.42$ 16.92 0.00%
16Y 3.08 07/2000
06/2016
1.62$ 6.88 2.90$ 10.12 4.67$ 11.62 5.80$ 12.99 01/2006
12/2021
7.05$ 12.44 0.00%
17Y 3.96 07/2000
06/2017
1.93$ 7.22 3.27$ 10.39 5.37$ 11.43 6.29$ 12.60 11/2004
10/2021
7.52$ 11.63 0.00%
18Y 4.81 07/2000
06/2018
2.32$ 7.25 3.52$ 10.37 5.90$ 11.85 7.50$ 12.21 09/2003
08/2021
7.95$ 11.40 0.00%
19Y 5.04 09/2000
08/2019
2.54$ 7.14 3.70$ 9.87 5.98$ 11.33 7.68$ 12.72 01/2003
12/2021
9.71$ 11.10 0.00%
20Y 5.75 07/2000
06/2020
3.05$ 7.83 4.51$ 10.10 6.85$ 10.55 7.43$ 10.81 11/2001
10/2021
7.79$ 10.69 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -39.59 09/2000
08/2001
0.60$ -14.21 0.85$ 8.57 1.08$ 22.97 1.22$ 55.10 04/2020
03/2021
1.55$ 34.65 25.18%
2Y -29.75 10/2000
09/2002
0.49$ -8.04 0.84$ 8.00 1.16$ 18.65 1.40$ 32.03 03/2009
02/2011
1.74$ 2.91 26.34%
3Y -18.79 07/2000
06/2003
0.53$ -3.59 0.89$ 9.72 1.32$ 15.96 1.55$ 27.37 01/2019
12/2021
2.06$ 4.42 21.20%
4Y -13.60 09/2000
08/2004
0.55$ -1.64 0.93$ 8.66 1.39$ 14.98 1.74$ 20.15 09/2017
08/2021
2.08$ 11.69 24.37%
5Y -9.88 09/2000
08/2005
0.59$ -1.08 0.94$ 8.47 1.50$ 15.21 2.02$ 20.43 03/2009
02/2014
2.53$ 11.13 18.14%
6Y -8.24 07/2000
06/2006
0.59$ -0.18 0.98$ 8.88 1.66$ 14.41 2.24$ 19.87 03/2009
02/2015
2.96$ 10.04 16.36%
7Y -6.61 03/2002
02/2009
0.61$ 0.28 1.02$ 9.24 1.85$ 13.87 2.48$ 16.39 10/2011
09/2018
2.89$ 11.66 13.86%
8Y -7.88 11/2000
10/2008
0.51$ 1.32 1.11$ 7.31 1.75$ 14.22 2.89$ 16.85 09/2013
08/2021
3.47$ 12.46 13.16%
9Y -7.88 07/2000
06/2009
0.47$ 2.64 1.26$ 7.15 1.86$ 14.26 3.32$ 16.98 01/2013
12/2021
4.10$ 10.29 9.55%
10Y -6.16 09/2000
08/2010
0.52$ 2.17 1.23$ 7.08 1.98$ 13.83 3.65$ 16.52 01/2012
12/2021
4.61$ 10.95 6.02%
11Y -4.12 09/2000
08/2011
0.62$ 2.59 1.32$ 7.69 2.25$ 13.76 4.12$ 16.65 09/2010
08/2021
5.44$ 12.34 5.84%
12Y -2.66 07/2000
06/2012
0.72$ 3.61 1.53$ 7.73 2.44$ 12.51 4.11$ 16.56 03/2009
02/2021
6.28$ 12.02 6.34%
13Y -1.44 07/2000
06/2013
0.82$ 4.46 1.76$ 7.79 2.65$ 11.42 4.07$ 15.87 12/2008
11/2021
6.78$ 11.48 3.85%
14Y 0.22 07/2000
06/2014
1.03$ 4.21 1.78$ 7.83 2.87$ 11.01 4.31$ 12.68 03/2009
02/2023
5.31$ 12.09 0.00%
15Y 0.48 09/2000
08/2015
1.07$ 4.24 1.86$ 7.84 3.10$ 9.94 4.14$ 14.02 03/2009
02/2024
7.16$ 14.02 0.00%
16Y 0.96 07/2000
06/2016
1.16$ 4.76 2.10$ 7.62 3.23$ 9.35 4.17$ 10.68 11/2005
10/2021
5.06$ 9.83 0.00%
17Y 1.85 07/2000
06/2017
1.36$ 5.04 2.30$ 7.80 3.58$ 9.01 4.33$ 10.18 11/2004
10/2021
5.19$ 8.92 0.00%
18Y 2.64 07/2000
06/2018
1.59$ 5.10 2.44$ 7.70 3.80$ 9.49 5.11$ 9.80 09/2003
08/2021
5.37$ 8.71 0.00%
19Y 2.89 09/2000
08/2019
1.71$ 4.94 2.50$ 7.36 3.85$ 8.95 5.09$ 10.17 01/2003
12/2021
6.29$ 8.35 0.00%
20Y 3.65 07/2000
06/2020
2.04$ 5.68 3.01$ 7.49 4.23$ 7.93 4.59$ 8.39 11/2001
10/2021
5.00$ 7.93 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.28% +59.16%
Apr 2020 - Mar 2021
-37.94%
Sep 2000 - Aug 2001
22.26%
61 out of 274
US Inflation Adjusted +8.57% +55.10%
Apr 2020 - Mar 2021
-39.59%
Sep 2000 - Aug 2001
25.18%
69 out of 274
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
22.52%
59 out of 262
US Inflation Adjusted +8.00% +32.03%
Mar 2009 - Feb 2011
-29.75%
Oct 2000 - Sep 2002
26.34%
69 out of 262
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 +11.63% +31.92%
Jan 2019 - Dec 2021
-17.11%
Jul 2000 - Jun 2003
18.00%
45 out of 250
US Inflation Adjusted +9.72% +27.37%
Jan 2019 - Dec 2021
-18.79%
Jul 2000 - Jun 2003
21.20%
53 out of 250
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 +12.33% +23.40%
Sep 2017 - Aug 2021
-11.61%
Sep 2000 - Aug 2004
13.45%
32 out of 238
US Inflation Adjusted +8.66% +20.15%
Sep 2017 - Aug 2021
-13.60%
Sep 2000 - Aug 2004
24.37%
58 out of 238
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 +11.57% +23.86%
Jan 2017 - Dec 2021
-7.73%
Jul 2000 - Jun 2005
8.41%
19 out of 226
US Inflation Adjusted +8.47% +20.43%
Mar 2009 - Feb 2014
-9.88%
Sep 2000 - Aug 2005
18.14%
41 out of 226
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 +12.58% +21.91%
Mar 2009 - Feb 2015
-5.78%
Jul 2000 - Jun 2006
3.74%
8 out of 214
US Inflation Adjusted +8.88% +19.87%
Mar 2009 - Feb 2015
-8.24%
Jul 2000 - Jun 2006
16.36%
35 out of 214
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 +11.38% +18.50%
Jan 2015 - Dec 2021
-4.21%
Mar 2002 - Feb 2009
7.43%
15 out of 202
US Inflation Adjusted +9.24% +16.39%
Oct 2011 - Sep 2018
-6.61%
Mar 2002 - Feb 2009
13.86%
28 out of 202
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 +9.26% +19.15%
Sep 2013 - Aug 2021
-5.29%
Nov 2000 - Oct 2008
7.89%
15 out of 190
US Inflation Adjusted +7.31% +16.85%
Sep 2013 - Aug 2021
-7.88%
Nov 2000 - Oct 2008
13.16%
25 out of 190
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 +9.14% +19.54%
Jan 2013 - Dec 2021
-5.59%
Jul 2000 - Jun 2009
5.62%
10 out of 178
US Inflation Adjusted +7.15% +16.98%
Jan 2013 - Dec 2021
-7.88%
Jul 2000 - Jun 2009
9.55%
17 out of 178
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 +8.97% +19.01%
Jan 2012 - Dec 2021
-3.95%
Sep 2000 - Aug 2010
4.22%
7 out of 166
US Inflation Adjusted +7.08% +16.52%
Jan 2012 - Dec 2021
-6.16%
Sep 2000 - Aug 2010
6.02%
10 out of 166
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
3.90%
6 out of 154
US Inflation Adjusted +7.69% +16.65%
Sep 2010 - Aug 2021
-4.12%
Sep 2000 - Aug 2011
5.84%
9 out of 154
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 +9.74% +18.66%
Mar 2009 - Feb 2021
-0.33%
Jul 2000 - Jun 2012
2.11%
3 out of 142
US Inflation Adjusted +7.73% +16.56%
Mar 2009 - Feb 2021
-2.66%
Jul 2000 - Jun 2012
6.34%
9 out of 142
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 +9.83% +18.46%
Mar 2009 - Feb 2022
+0.86%
Jul 2000 - Jun 2013
0.00%
0 out of 130
US Inflation Adjusted +7.79% +15.87%
Dec 2008 - Nov 2021
-1.44%
Jul 2000 - Jun 2013
3.85%
5 out of 130
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 +9.91% +15.52%
Mar 2009 - Feb 2023
+2.54%
Jul 2000 - Jun 2014
0.00%
0 out of 118
US Inflation Adjusted +7.83% +12.68%
Mar 2009 - Feb 2023
+0.22%
Jul 2000 - Jun 2014
0.00%
0 out of 118
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 +10.02% +16.92%
Mar 2009 - Feb 2024
+2.65%
Sep 2000 - Aug 2015
0.00%
0 out of 106
US Inflation Adjusted +7.84% +14.02%
Mar 2009 - Feb 2024
+0.48%
Sep 2000 - Aug 2015
0.00%
0 out of 106
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 94
US Inflation Adjusted +7.62% +10.68%
Nov 2005 - Oct 2021
+0.96%
Jul 2000 - Jun 2016
0.00%
0 out of 94
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 +10.39% +12.60%
Nov 2004 - Oct 2021
+3.96%
Jul 2000 - Jun 2017
0.00%
0 out of 82
US Inflation Adjusted +7.80% +10.18%
Nov 2004 - Oct 2021
+1.85%
Jul 2000 - Jun 2017
0.00%
0 out of 82
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 +10.37% +12.21%
Sep 2003 - Aug 2021
+4.81%
Jul 2000 - Jun 2018
0.00%
0 out of 70
US Inflation Adjusted +7.70% +9.80%
Sep 2003 - Aug 2021
+2.64%
Jul 2000 - Jun 2018
0.00%
0 out of 70
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 +9.87% +12.72%
Jan 2003 - Dec 2021
+5.04%
Sep 2000 - Aug 2019
0.00%
0 out of 58
US Inflation Adjusted +7.36% +10.17%
Jan 2003 - Dec 2021
+2.89%
Sep 2000 - Aug 2019
0.00%
0 out of 58
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 +10.10% +10.81%
Nov 2001 - Oct 2021
+5.75%
Jul 2000 - Jun 2020
0.00%
0 out of 46
US Inflation Adjusted +7.49% +8.39%
Nov 2001 - Oct 2021
+3.65%
Jul 2000 - Jun 2020
0.00%
0 out of 46
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.