iShares S&P 500 Industrials (2B7C.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 Industrials (2B7C.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 149 months (from May 1999 to September 2011).

This means that every rolling period of 150 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Industrials (2B7C.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 INDUSTRIALS (2B7C.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 +9.98% +69.91%
Apr 2009 - Mar 2010
-42.55%
Apr 2002 - Mar 2003
24.23%
71 out of 293
Euro Inflation Adjusted +7.85% +67.26%
Apr 2009 - Mar 2010
-43.88%
Apr 2002 - Mar 2003
30.72%
90 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 +10.81% +44.29%
Mar 2009 - Feb 2011
-27.52%
Mar 2007 - Feb 2009
20.64%
58 out of 281
Euro Inflation Adjusted +8.35% +41.96%
Mar 2009 - Feb 2011
-29.09%
Mar 2007 - Feb 2009
25.27%
71 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 +9.97% +30.38%
Mar 2009 - Feb 2012
-19.37%
Mar 2006 - Feb 2009
24.54%
66 out of 269
Euro Inflation Adjusted +7.63% +27.83%
Mar 2009 - Feb 2012
-21.02%
Mar 2006 - Feb 2009
27.51%
74 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 +9.33% +26.40%
Apr 2009 - Mar 2013
-10.95%
Mar 2005 - Feb 2009
27.24%
70 out of 257
Euro Inflation Adjusted +6.43% +23.90%
Mar 2009 - Feb 2013
-12.82%
Mar 2005 - Feb 2009
31.91%
82 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 +8.76% +25.56%
Mar 2009 - Feb 2014
-7.28%
Mar 2004 - Feb 2009
21.22%
52 out of 245
Euro Inflation Adjusted +6.08% +23.45%
Mar 2009 - Feb 2014
-9.22%
Mar 2004 - Feb 2009
33.06%
81 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 +8.47% +27.68%
Mar 2009 - Feb 2015
-4.22%
Sep 2000 - Aug 2006
18.03%
42 out of 233
Euro Inflation Adjusted +6.41% +25.94%
Mar 2009 - Feb 2015
-6.30%
Sep 2000 - Aug 2006
27.90%
65 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 +9.53% +22.46%
Mar 2009 - Feb 2016
-9.56%
Mar 2002 - Feb 2009
13.57%
30 out of 221
Euro Inflation Adjusted +6.76% +21.06%
Mar 2009 - Feb 2016
-11.42%
Mar 2002 - Feb 2009
21.27%
47 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 +9.59% +23.71%
Mar 2009 - Feb 2017
-8.75%
Mar 2001 - Feb 2009
12.44%
26 out of 209
Euro Inflation Adjusted +7.37% +22.17%
Mar 2009 - Feb 2017
-10.66%
Mar 2001 - Feb 2009
17.70%
37 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 +9.28% +20.87%
Mar 2009 - Feb 2018
-6.85%
Apr 2000 - Mar 2009
14.72%
29 out of 197
Euro Inflation Adjusted +7.64% +19.39%
Mar 2009 - Feb 2018
-8.80%
Apr 2000 - Mar 2009
20.30%
40 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 +9.76% +19.59%
Mar 2009 - Feb 2019
-4.38%
Jul 1999 - Jun 2009
16.76%
31 out of 185
Euro Inflation Adjusted +8.09% +18.11%
Mar 2009 - Feb 2019
-6.38%
Jul 1999 - Jun 2009
22.16%
41 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 +9.78% +17.63%
Mar 2009 - Feb 2020
-2.38%
Oct 2000 - Sep 2011
5.78%
10 out of 173
Euro Inflation Adjusted +8.11% +16.18%
Mar 2009 - Feb 2020
-4.39%
Oct 2000 - Sep 2011
20.81%
36 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 +9.60% +18.19%
Apr 2009 - Mar 2021
-0.42%
Nov 2000 - Oct 2012
1.24%
2 out of 161
Euro Inflation Adjusted +7.98% +16.71%
Apr 2009 - Mar 2021
-2.53%
Nov 2000 - Oct 2012
15.53%
25 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 +9.57% +17.82%
Apr 2009 - Mar 2022
+1.34%
Sep 2000 - Aug 2013
0.00%
0 out of 149
Euro Inflation Adjusted +7.88% +15.84%
Mar 2009 - Feb 2022
-0.71%
Sep 2000 - Aug 2013
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 +9.55% +17.00%
Mar 2009 - Feb 2023
+2.73%
Jul 1999 - Jun 2013
0.00%
0 out of 137
Euro Inflation Adjusted +7.92% +14.65%
Mar 2009 - Feb 2023
+0.60%
Jul 1999 - Jun 2013
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 +9.23% +17.16%
Apr 2009 - Mar 2024
+3.59%
Sep 2000 - Aug 2015
0.00%
0 out of 125
Euro Inflation Adjusted +7.53% +14.74%
Apr 2009 - Mar 2024
+1.74%
Sep 2000 - Aug 2015
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 +9.14% +12.41%
Apr 2008 - Mar 2024
+4.13%
Nov 2000 - Oct 2016
0.00%
0 out of 113
Euro Inflation Adjusted +7.31% +10.19%
Apr 2008 - Mar 2024
+2.36%
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 +8.87% +10.99%
Apr 2007 - Mar 2024
+4.70%
Sep 2000 - Aug 2017
0.00%
0 out of 101
Euro Inflation Adjusted +7.09% +8.86%
Feb 2003 - Jan 2020
+2.95%
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 +7.99% +10.97%
Apr 2003 - Mar 2021
+4.63%
Nov 2000 - Oct 2018
0.00%
0 out of 89
Euro Inflation Adjusted +6.36% +9.31%
Apr 2003 - Mar 2021
+2.84%
Nov 2000 - Oct 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 +7.81% +11.10%
Apr 2003 - Mar 2022
+4.50%
Jun 2001 - May 2020
0.00%
0 out of 77
Euro Inflation Adjusted +5.97% +9.11%
Apr 2003 - Mar 2022
+2.87%
Jun 2001 - May 2020
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 +7.33% +10.72%
Apr 2004 - Mar 2024
+4.67%
Nov 2000 - Oct 2020
0.00%
0 out of 65
Euro Inflation Adjusted +5.54% +8.43%
Apr 2004 - Mar 2024
+3.03%
Nov 2000 - Oct 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 Industrials (2B7C.DE) ETF: Historical Returns page.