iShares S&P 500 Health Care (QDVG.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 Health Care (QDVG.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 148 months (from May 1999 to August 2011).

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 Health Care (QDVG.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 HEALTH CARE (QDVG.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 +8.90% +61.27%
Apr 2014 - Mar 2015
-27.23%
Apr 2002 - Mar 2003
29.69%
87 out of 293
Euro Inflation Adjusted +6.20% +61.40%
Apr 2014 - Mar 2015
-28.92%
Apr 2002 - Mar 2003
35.84%
105 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 +8.75% +41.57%
Feb 2013 - Jan 2015
-17.25%
Jun 2001 - May 2003
24.91%
70 out of 281
Euro Inflation Adjusted +6.69% +41.45%
Feb 2013 - Jan 2015
-18.82%
Jun 2001 - May 2003
30.60%
86 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 +9.53% +36.08%
Apr 2012 - Mar 2015
-11.24%
Mar 2006 - Feb 2009
26.77%
72 out of 269
Euro Inflation Adjusted +6.67% +35.13%
Apr 2012 - Mar 2015
-13.06%
Mar 2006 - Feb 2009
31.23%
84 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 +9.85% +33.25%
Aug 2011 - Jul 2015
-10.08%
Nov 2000 - Oct 2004
29.57%
76 out of 257
Euro Inflation Adjusted +7.41% +31.73%
Aug 2011 - Jul 2015
-12.05%
Nov 2000 - Oct 2004
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 +9.93% +28.33%
Aug 2010 - Jul 2015
-6.78%
Jun 2001 - May 2006
31.02%
76 out of 245
Euro Inflation Adjusted +7.60% +26.52%
Aug 2010 - Jul 2015
-8.75%
Jun 2001 - May 2006
37.14%
91 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 +10.03% +26.86%
Jun 2009 - May 2015
-7.43%
Apr 2002 - Mar 2008
24.46%
57 out of 233
Euro Inflation Adjusted +7.91% +24.97%
Jun 2009 - May 2015
-9.53%
Apr 2002 - Mar 2008
34.76%
81 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 +10.81% +21.74%
Jan 2009 - Dec 2015
-7.16%
Apr 2002 - Mar 2009
19.91%
44 out of 221
Euro Inflation Adjusted +7.91% +20.20%
Jan 2009 - Dec 2015
-9.05%
Apr 2002 - Mar 2009
30.32%
67 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 +10.61% +20.54%
Mar 2009 - Feb 2017
-6.75%
Jun 2001 - May 2009
18.66%
39 out of 209
Euro Inflation Adjusted +8.44% +19.04%
Mar 2009 - Feb 2017
-8.61%
Jun 2001 - May 2009
26.79%
56 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 +11.97% +19.09%
Oct 2009 - Sep 2018
-5.35%
May 2000 - Apr 2009
21.32%
42 out of 197
Euro Inflation Adjusted +10.27% +17.43%
Oct 2009 - Sep 2018
-7.36%
May 2000 - Apr 2009
24.37%
48 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 +12.22% +19.10%
Sep 2011 - Aug 2021
-3.06%
Nov 2000 - Oct 2010
19.46%
36 out of 185
Euro Inflation Adjusted +10.42% +17.67%
Sep 2011 - Aug 2021
-5.00%
Nov 2000 - Oct 2010
22.70%
42 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 +11.24% +18.58%
Nov 2011 - Oct 2022
-2.10%
Sep 2000 - Aug 2011
11.56%
20 out of 173
Euro Inflation Adjusted +9.60% +16.45%
Jan 2011 - Dec 2021
-4.09%
Sep 2000 - Aug 2011
21.39%
37 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 +10.81% +17.99%
Nov 2009 - Oct 2021
+0.02%
May 2000 - Apr 2012
0.00%
0 out of 161
Euro Inflation Adjusted +9.04% +16.30%
Nov 2009 - Oct 2021
-2.15%
May 2000 - Apr 2012
18.01%
29 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 +10.31% +18.01%
Nov 2009 - Oct 2022
+1.26%
Jan 2000 - Dec 2012
0.00%
0 out of 149
Euro Inflation Adjusted +8.64% +15.76%
May 2009 - Apr 2022
-0.88%
Jan 2000 - Dec 2012
6.04%
9 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 +10.13% +16.42%
Jan 2009 - Dec 2022
+3.12%
May 2000 - Apr 2014
0.00%
0 out of 137
Euro Inflation Adjusted +8.52% +14.17%
Jan 2009 - Dec 2022
+1.07%
May 2000 - Apr 2014
0.00%
0 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 +9.85% +16.15%
Apr 2009 - Mar 2024
+4.27%
May 1999 - Apr 2014
0.00%
0 out of 125
Euro Inflation Adjusted +8.14% +13.75%
Apr 2009 - Mar 2024
+2.22%
May 1999 - Apr 2014
0.00%
0 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 +9.50% +14.66%
Apr 2008 - Mar 2024
+5.13%
Nov 2000 - Oct 2016
0.00%
0 out of 113
Euro Inflation Adjusted +7.85% +12.39%
Apr 2008 - Mar 2024
+3.35%
Nov 2000 - Oct 2016
0.00%
0 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 +9.27% +12.41%
Jan 2005 - Dec 2021
+5.63%
Sep 2000 - Aug 2017
0.00%
0 out of 101
Euro Inflation Adjusted +7.62% +10.61%
Jan 2005 - Dec 2021
+3.86%
Sep 2000 - Aug 2017
0.00%
0 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 +8.41% +12.31%
Nov 2004 - Oct 2022
+5.54%
Apr 2000 - Mar 2018
0.00%
0 out of 89
Euro Inflation Adjusted +6.75% +10.04%
Nov 2004 - Oct 2022
+3.75%
Apr 2000 - Mar 2018
0.00%
0 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 +7.89% +11.56%
Apr 2005 - Mar 2024
+6.14%
May 2000 - Apr 2019
0.00%
0 out of 77
Euro Inflation Adjusted +6.12% +9.26%
Apr 2005 - Mar 2024
+4.32%
May 2000 - Apr 2019
0.00%
0 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 +8.21% +10.73%
Apr 2004 - Mar 2024
+6.22%
Nov 2000 - Oct 2020
0.00%
0 out of 65
Euro Inflation Adjusted +6.34% +8.44%
Apr 2004 - Mar 2024
+4.52%
Apr 2000 - Mar 2020
0.00%
0 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 Health Care (QDVG.DE) ETF: Historical Returns page.