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 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 (~26 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 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 | +10.06% |
+69.91%
Apr 2009 - Mar 2010 |
-42.55%
Apr 2002 - Mar 2003 |
24.07%
71 out of 295 |
| Euro Inflation Adjusted | +7.88% |
+67.26%
Apr 2009 - Mar 2010 |
-43.88%
Apr 2002 - Mar 2003 |
30.51%
90 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 | +10.83% |
+44.29%
Mar 2009 - Feb 2011 |
-27.52%
Mar 2007 - Feb 2009 |
20.49%
58 out of 283 |
| Euro Inflation Adjusted | +8.40% |
+41.96%
Mar 2009 - Feb 2011 |
-29.09%
Mar 2007 - Feb 2009 |
25.09%
71 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 | +10.14% |
+30.38%
Mar 2009 - Feb 2012 |
-19.37%
Mar 2006 - Feb 2009 |
24.35%
66 out of 271 |
| Euro Inflation Adjusted | +7.49% |
+27.83%
Mar 2009 - Feb 2012 |
-21.02%
Mar 2006 - Feb 2009 |
27.31%
74 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 | +9.36% |
+26.40%
Apr 2009 - Mar 2013 |
-10.95%
Mar 2005 - Feb 2009 |
27.03%
70 out of 259 |
| Euro Inflation Adjusted | +6.44% |
+23.90%
Mar 2009 - Feb 2013 |
-12.82%
Mar 2005 - Feb 2009 |
31.66%
82 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 | +8.91% |
+25.56%
Mar 2009 - Feb 2014 |
-7.28%
Mar 2004 - Feb 2009 |
21.05%
52 out of 247 |
| Euro Inflation Adjusted | +6.17% |
+23.45%
Mar 2009 - Feb 2014 |
-9.22%
Mar 2004 - Feb 2009 |
32.79%
81 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 | +8.62% |
+27.68%
Mar 2009 - Feb 2015 |
-4.22%
Sep 2000 - Aug 2006 |
17.87%
42 out of 235 |
| Euro Inflation Adjusted | +6.47% |
+25.94%
Mar 2009 - Feb 2015 |
-6.30%
Sep 2000 - Aug 2006 |
27.66%
65 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 | +9.65% |
+22.46%
Mar 2009 - Feb 2016 |
-9.56%
Mar 2002 - Feb 2009 |
13.45%
30 out of 223 |
| Euro Inflation Adjusted | +7.05% |
+21.06%
Mar 2009 - Feb 2016 |
-11.42%
Mar 2002 - Feb 2009 |
21.08%
47 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 | +9.63% |
+23.71%
Mar 2009 - Feb 2017 |
-8.75%
Mar 2001 - Feb 2009 |
12.32%
26 out of 211 |
| Euro Inflation Adjusted | +7.48% |
+22.17%
Mar 2009 - Feb 2017 |
-10.66%
Mar 2001 - Feb 2009 |
17.54%
37 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 | +9.29% |
+20.87%
Mar 2009 - Feb 2018 |
-6.85%
Apr 2000 - Mar 2009 |
14.57%
29 out of 199 |
| Euro Inflation Adjusted | +7.66% |
+19.39%
Mar 2009 - Feb 2018 |
-8.80%
Apr 2000 - Mar 2009 |
20.10%
40 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 | +9.82% |
+19.59%
Mar 2009 - Feb 2019 |
-4.38%
Jul 1999 - Jun 2009 |
16.58%
31 out of 187 |
| Euro Inflation Adjusted | +8.24% |
+18.11%
Mar 2009 - Feb 2019 |
-6.38%
Jul 1999 - Jun 2009 |
21.93%
41 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 | +9.80% |
+17.63%
Mar 2009 - Feb 2020 |
-2.38%
Oct 2000 - Sep 2011 |
5.71%
10 out of 175 |
| Euro Inflation Adjusted | +8.13% |
+16.18%
Mar 2009 - Feb 2020 |
-4.39%
Oct 2000 - Sep 2011 |
20.57%
36 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 | +9.68% |
+18.19%
Apr 2009 - Mar 2021 |
-0.42%
Nov 2000 - Oct 2012 |
1.23%
2 out of 163 |
| Euro Inflation Adjusted | +8.11% |
+16.71%
Apr 2009 - Mar 2021 |
-2.53%
Nov 2000 - Oct 2012 |
15.34%
25 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 | +9.62% |
+17.82%
Apr 2009 - Mar 2022 |
+1.34%
Sep 2000 - Aug 2013 |
0.00%
0 out of 151 |
| Euro Inflation Adjusted | +7.88% |
+15.84%
Mar 2009 - Feb 2022 |
-0.71%
Sep 2000 - Aug 2013 |
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 | +9.58% |
+17.00%
Mar 2009 - Feb 2023 |
+2.73%
Jul 1999 - Jun 2013 |
0.00%
0 out of 139 |
| Euro Inflation Adjusted | +7.95% |
+14.65%
Mar 2009 - Feb 2023 |
+0.60%
Jul 1999 - Jun 2013 |
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 | +9.24% |
+17.16%
Apr 2009 - Mar 2024 |
+3.59%
Sep 2000 - Aug 2015 |
0.00%
0 out of 127 |
| Euro Inflation Adjusted | +7.53% |
+14.74%
Apr 2009 - Mar 2024 |
+1.74%
Sep 2000 - Aug 2015 |
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 | +9.20% |
+12.91%
Jul 2008 - Jun 2024 |
+4.13%
Nov 2000 - Oct 2016 |
0.00%
0 out of 115 |
| Euro Inflation Adjusted | +7.35% |
+10.70%
Jul 2008 - Jun 2024 |
+2.36%
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 | +9.09% |
+10.99%
Apr 2007 - Mar 2024 |
+4.70%
Sep 2000 - Aug 2017 |
0.00%
0 out of 103 |
| Euro Inflation Adjusted | +7.17% |
+8.86%
Feb 2003 - Jan 2020 |
+2.95%
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 | +8.47% |
+10.97%
Apr 2003 - Mar 2021 |
+4.63%
Nov 2000 - Oct 2018 |
0.00%
0 out of 91 |
| Euro Inflation Adjusted | +6.84% |
+9.31%
Apr 2003 - Mar 2021 |
+2.84%
Nov 2000 - Oct 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 | +7.82% |
+11.10%
Apr 2003 - Mar 2022 |
+4.50%
Jun 2001 - May 2020 |
0.00%
0 out of 79 |
| Euro Inflation Adjusted | +6.02% |
+9.11%
Apr 2003 - Mar 2022 |
+2.87%
Jun 2001 - May 2020 |
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 | +7.37% |
+10.72%
Apr 2004 - Mar 2024 |
+4.67%
Nov 2000 - Oct 2020 |
0.00%
0 out of 67 |
| Euro Inflation Adjusted | +5.55% |
+8.43%
Apr 2004 - Mar 2024 |
+3.03%
Nov 2000 - Oct 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 Industrials (2B7C.DE) ETF: Historical Returns page.
