iShares S&P 500 Information Technology (QDVE.DE): Rolling Returns

Data Source: from January 1999 to May 2024 (~25 years)
Consolidated Returns as of 31 May 2024

Holding the iShares S&P 500 Information Technology (QDVE.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 210 months (from April 2000 to September 2017).

This means that every rolling period of 211 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Information Technology (QDVE.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 INFORMATION TECHNOLOGY (QDVE.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 2004 - 31 May 2024 (20 Years)
Data Source: 1 January 1999 - 31 May 2024 (~25 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.35% +92.15%
Jan 1999 - Dec 1999
-60.33%
Sep 2000 - Aug 2001
28.57%
84 out of 294
Euro Inflation Adjusted +13.23% +88.85%
Jan 1999 - Dec 1999
-61.23%
Sep 2000 - Aug 2001
30.61%
90 out of 294
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 +12.80% +41.26%
Jan 2019 - Dec 2020
-52.32%
Sep 2000 - Aug 2002
24.47%
69 out of 282
Euro Inflation Adjusted +9.72% +40.68%
Jan 2019 - Dec 2020
-53.36%
Sep 2000 - Aug 2002
26.24%
74 out of 282
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 +14.30% +42.78%
Jan 2019 - Dec 2021
-40.82%
Apr 2000 - Mar 2003
26.30%
71 out of 270
Euro Inflation Adjusted +11.76% +40.11%
Jan 2019 - Dec 2021
-42.19%
Apr 2000 - Mar 2003
29.26%
79 out of 270
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 +15.43% +31.60%
Jan 2018 - Dec 2021
-29.86%
Sep 2000 - Aug 2004
27.13%
70 out of 258
Euro Inflation Adjusted +13.94% +29.24%
Jan 2018 - Dec 2021
-31.38%
Sep 2000 - Aug 2004
31.78%
82 out of 258
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 +16.38% +29.41%
Jan 2017 - Dec 2021
-24.50%
Apr 2000 - Mar 2005
23.58%
58 out of 246
Euro Inflation Adjusted +14.86% +27.26%
Jul 2016 - Jun 2021
-26.12%
Apr 2000 - Mar 2005
29.27%
72 out of 246
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 +14.25% +27.17%
Jan 2016 - Dec 2021
-19.62%
Sep 2000 - Aug 2006
24.79%
58 out of 234
Euro Inflation Adjusted +12.93% +25.14%
Jan 2016 - Dec 2021
-21.36%
Sep 2000 - Aug 2006
29.06%
68 out of 234
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 +14.65% +25.75%
Jan 2015 - Dec 2021
-16.29%
Apr 2000 - Mar 2007
19.82%
44 out of 222
Euro Inflation Adjusted +13.29% +24.46%
May 2014 - Apr 2021
-18.05%
Apr 2000 - Mar 2007
22.52%
50 out of 222
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 +11.56% +26.74%
Jan 2014 - Dec 2021
-16.51%
Apr 2000 - Mar 2008
20.00%
42 out of 210
Euro Inflation Adjusted +9.81% +25.20%
Jan 2014 - Dec 2021
-18.41%
Apr 2000 - Mar 2008
20.95%
44 out of 210
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 +10.73% +26.11%
Jan 2013 - Dec 2021
-16.41%
Apr 2000 - Mar 2009
20.71%
41 out of 198
Euro Inflation Adjusted +9.18% +24.63%
Jan 2013 - Dec 2021
-18.16%
Apr 2000 - Mar 2009
21.21%
42 out of 198
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 +11.29% +24.95%
Sep 2011 - Aug 2021
-11.97%
Sep 2000 - Aug 2010
20.43%
38 out of 186
Euro Inflation Adjusted +9.63% +23.44%
Sep 2011 - Aug 2021
-13.72%
Sep 2000 - Aug 2010
22.04%
41 out of 186
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 +11.00% +23.32%
Mar 2013 - Feb 2024
-10.48%
Sep 2000 - Aug 2011
20.11%
35 out of 174
Euro Inflation Adjusted +9.37% +21.45%
Sep 2010 - Aug 2021
-12.30%
Sep 2000 - Aug 2011
22.41%
39 out of 174
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 +11.35% +23.26%
Dec 2009 - Nov 2021
-7.36%
Apr 2000 - Mar 2012
19.75%
32 out of 162
Euro Inflation Adjusted +9.67% +21.47%
Dec 2009 - Nov 2021
-9.34%
Apr 2000 - Mar 2012
23.46%
38 out of 162
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 +11.60% +24.38%
Jan 2009 - Dec 2021
-6.37%
Apr 2000 - Mar 2013
19.33%
29 out of 150
Euro Inflation Adjusted +9.89% +22.61%
Jan 2009 - Dec 2021
-8.34%
Apr 2000 - Mar 2013
21.33%
32 out of 150
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 +11.64% +21.42%
Jun 2009 - May 2023
-5.05%
Apr 2000 - Mar 2014
16.67%
23 out of 138
Euro Inflation Adjusted +9.93% +18.91%
Jun 2009 - May 2023
-6.93%
Apr 2000 - Mar 2014
18.84%
26 out of 138
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 +11.52% +22.79%
Mar 2009 - Feb 2024
-2.63%
Sep 2000 - Aug 2015
17.46%
22 out of 126
Euro Inflation Adjusted +9.75% +20.28%
Mar 2009 - Feb 2024
-4.37%
Sep 2000 - Aug 2015
19.84%
25 out of 126
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 +11.87% +19.70%
Apr 2008 - Mar 2024
-2.16%
May 2000 - Apr 2016
8.77%
10 out of 114
Euro Inflation Adjusted +10.11% +17.34%
Apr 2008 - Mar 2024
-3.85%
May 2000 - Apr 2016
18.42%
21 out of 114
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 +12.63% +17.06%
Apr 2007 - Mar 2024
-0.27%
Apr 2000 - Mar 2017
1.96%
2 out of 102
Euro Inflation Adjusted +10.92% +14.65%
Apr 2007 - Mar 2024
-1.99%
Apr 2000 - Mar 2017
20.59%
21 out of 102
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 +12.32% +16.81%
Jun 2006 - May 2024
+0.25%
Apr 2000 - Mar 2018
0.00%
0 out of 90
Euro Inflation Adjusted +10.60% +14.44%
Jun 2006 - May 2024
-1.45%
Apr 2000 - Mar 2018
7.78%
7 out of 90
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 +9.82% +16.11%
Apr 2005 - Mar 2024
+1.33%
Jan 2000 - Dec 2018
0.00%
0 out of 78
Euro Inflation Adjusted +8.15% +13.72%
Apr 2005 - Mar 2024
-0.40%
Jan 2000 - Dec 2018
3.85%
3 out of 78
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 +9.95% +14.96%
Jun 2004 - May 2024
+2.17%
Apr 2000 - Mar 2020
0.00%
0 out of 66
Euro Inflation Adjusted +8.09% +12.60%
Jun 2004 - May 2024
+0.51%
Apr 2000 - Mar 2020
0.00%
0 out of 66
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 Information Technology (QDVE.DE) ETF: Historical Returns page.