Data Source: from January 1999 to June 2024 (~26 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 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 (~26 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 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 January 1999 - 30 June 2024 (~26 years)
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Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.02% |
+61.27%
Apr 2014 - Mar 2015 |
-27.23%
Apr 2002 - Mar 2003 |
29.49%
87 out of 295 |
| Euro Inflation Adjusted | +6.42% |
+61.40%
Apr 2014 - Mar 2015 |
-28.92%
Apr 2002 - Mar 2003 |
35.59%
105 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 | +8.69% |
+41.57%
Feb 2013 - Jan 2015 |
-17.25%
Jun 2001 - May 2003 |
24.73%
70 out of 283 |
| Euro Inflation Adjusted | +6.61% |
+41.45%
Feb 2013 - Jan 2015 |
-18.82%
Jun 2001 - May 2003 |
30.39%
86 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 | +9.57% |
+36.08%
Apr 2012 - Mar 2015 |
-11.24%
Mar 2006 - Feb 2009 |
26.57%
72 out of 271 |
| Euro Inflation Adjusted | +6.64% |
+35.13%
Apr 2012 - Mar 2015 |
-13.06%
Mar 2006 - Feb 2009 |
31.00%
84 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 | +9.85% |
+33.25%
Aug 2011 - Jul 2015 |
-10.08%
Nov 2000 - Oct 2004 |
29.34%
76 out of 259 |
| Euro Inflation Adjusted | +7.41% |
+31.73%
Aug 2011 - Jul 2015 |
-12.05%
Nov 2000 - Oct 2004 |
38.22%
99 out of 259 |
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 | +9.95% |
+28.33%
Aug 2010 - Jul 2015 |
-6.78%
Jun 2001 - May 2006 |
30.77%
76 out of 247 |
| Euro Inflation Adjusted | +7.89% |
+26.52%
Aug 2010 - Jul 2015 |
-8.75%
Jun 2001 - May 2006 |
36.84%
91 out of 247 |
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 | +10.57% |
+26.86%
Jun 2009 - May 2015 |
-7.43%
Apr 2002 - Mar 2008 |
24.26%
57 out of 235 |
| Euro Inflation Adjusted | +7.99% |
+24.97%
Jun 2009 - May 2015 |
-9.53%
Apr 2002 - Mar 2008 |
34.47%
81 out of 235 |
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 | +10.95% |
+21.74%
Jan 2009 - Dec 2015 |
-7.16%
Apr 2002 - Mar 2009 |
19.73%
44 out of 223 |
| Euro Inflation Adjusted | +7.93% |
+20.20%
Jan 2009 - Dec 2015 |
-9.05%
Apr 2002 - Mar 2009 |
30.04%
67 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 | +10.97% |
+20.54%
Mar 2009 - Feb 2017 |
-6.75%
Jun 2001 - May 2009 |
18.48%
39 out of 211 |
| Euro Inflation Adjusted | +8.32% |
+19.04%
Mar 2009 - Feb 2017 |
-8.61%
Jun 2001 - May 2009 |
26.54%
56 out of 211 |
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 | +11.85% |
+19.09%
Oct 2009 - Sep 2018 |
-5.35%
May 2000 - Apr 2009 |
21.11%
42 out of 199 |
| Euro Inflation Adjusted | +10.07% |
+17.43%
Oct 2009 - Sep 2018 |
-7.36%
May 2000 - Apr 2009 |
24.12%
48 out of 199 |
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 | +12.24% |
+19.10%
Sep 2011 - Aug 2021 |
-3.06%
Nov 2000 - Oct 2010 |
19.25%
36 out of 187 |
| Euro Inflation Adjusted | +10.43% |
+17.67%
Sep 2011 - Aug 2021 |
-5.00%
Nov 2000 - Oct 2010 |
22.46%
42 out of 187 |
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 | +11.33% |
+18.58%
Nov 2011 - Oct 2022 |
-2.10%
Sep 2000 - Aug 2011 |
11.43%
20 out of 175 |
| Euro Inflation Adjusted | +9.65% |
+16.45%
Jan 2011 - Dec 2021 |
-4.09%
Sep 2000 - Aug 2011 |
21.14%
37 out of 175 |
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 | +10.86% |
+17.99%
Nov 2009 - Oct 2021 |
+0.02%
May 2000 - Apr 2012 |
0.00%
0 out of 163 |
| Euro Inflation Adjusted | +9.05% |
+16.30%
Nov 2009 - Oct 2021 |
-2.15%
May 2000 - Apr 2012 |
17.79%
29 out of 163 |
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 | +10.49% |
+18.01%
Nov 2009 - Oct 2022 |
+1.26%
Jan 2000 - Dec 2012 |
0.00%
0 out of 151 |
| Euro Inflation Adjusted | +8.79% |
+15.76%
May 2009 - Apr 2022 |
-0.88%
Jan 2000 - Dec 2012 |
5.96%
9 out of 151 |
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 | +10.18% |
+16.42%
Jan 2009 - Dec 2022 |
+3.12%
May 2000 - Apr 2014 |
0.00%
0 out of 139 |
| Euro Inflation Adjusted | +8.58% |
+14.17%
Jan 2009 - Dec 2022 |
+1.07%
May 2000 - Apr 2014 |
0.00%
0 out of 139 |
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 | +9.87% |
+16.15%
Apr 2009 - Mar 2024 |
+4.27%
May 1999 - Apr 2014 |
0.00%
0 out of 127 |
| Euro Inflation Adjusted | +8.15% |
+13.75%
Apr 2009 - Mar 2024 |
+2.22%
May 1999 - Apr 2014 |
0.00%
0 out of 127 |
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 | +9.57% |
+14.76%
Jul 2008 - Jun 2024 |
+5.13%
Nov 2000 - Oct 2016 |
0.00%
0 out of 115 |
| Euro Inflation Adjusted | +7.90% |
+12.51%
Jul 2008 - Jun 2024 |
+3.35%
Nov 2000 - Oct 2016 |
0.00%
0 out of 115 |
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 | +9.28% |
+12.41%
Jan 2005 - Dec 2021 |
+5.63%
Sep 2000 - Aug 2017 |
0.00%
0 out of 103 |
| Euro Inflation Adjusted | +7.63% |
+10.61%
Jan 2005 - Dec 2021 |
+3.86%
Sep 2000 - Aug 2017 |
0.00%
0 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 | +8.50% |
+12.31%
Nov 2004 - Oct 2022 |
+5.54%
Apr 2000 - Mar 2018 |
0.00%
0 out of 91 |
| Euro Inflation Adjusted | +6.87% |
+10.04%
Nov 2004 - Oct 2022 |
+3.75%
Apr 2000 - Mar 2018 |
0.00%
0 out of 91 |
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 | +7.89% |
+11.56%
Apr 2005 - Mar 2024 |
+6.14%
May 2000 - Apr 2019 |
0.00%
0 out of 79 |
| Euro Inflation Adjusted | +6.21% |
+9.26%
Apr 2005 - Mar 2024 |
+4.32%
May 2000 - Apr 2019 |
0.00%
0 out of 79 |
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 | +8.35% |
+10.73%
Apr 2004 - Mar 2024 |
+6.22%
Nov 2000 - Oct 2020 |
0.00%
0 out of 67 |
| Euro Inflation Adjusted | +6.38% |
+8.44%
Apr 2004 - Mar 2024 |
+4.52%
Apr 2000 - Mar 2020 |
0.00%
0 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 Health Care (QDVG.DE) ETF: Historical Returns page.
