iShares S&P 500 Materials (2B7B.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 Materials (2B7B.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 126 months (from May 1999 to October 2009).

This means that every rolling period of 127 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Materials (2B7B.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 MATERIALS (2B7B.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 +9.55% +62.77%
Apr 2020 - Mar 2021
-41.73%
Mar 2008 - Feb 2009
26.19%
77 out of 294
Euro Inflation Adjusted +7.19% +60.63%
Apr 2020 - Mar 2021
-42.52%
Jan 2008 - Dec 2008
30.95%
91 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 +8.98% +40.69%
Apr 2020 - Mar 2022
-24.58%
Mar 2007 - Feb 2009
18.09%
51 out of 282
Euro Inflation Adjusted +6.82% +38.36%
Mar 2009 - Feb 2011
-26.21%
Mar 2007 - Feb 2009
24.82%
70 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 +9.91% +25.15%
Mar 2009 - Feb 2012
-14.20%
Mar 2006 - Feb 2009
21.11%
57 out of 270
Euro Inflation Adjusted +7.45% +22.69%
Mar 2009 - Feb 2012
-15.96%
Mar 2006 - Feb 2009
24.81%
67 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 +9.20% +21.67%
Apr 2020 - Mar 2024
-8.01%
Mar 2005 - Feb 2009
13.18%
34 out of 258
Euro Inflation Adjusted +6.97% +18.50%
Mar 2009 - Feb 2013
-9.95%
Mar 2005 - Feb 2009
23.26%
60 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 +8.51% +20.34%
Mar 2009 - Feb 2014
-4.43%
Mar 2004 - Feb 2009
4.47%
11 out of 246
Euro Inflation Adjusted +6.64% +18.31%
Mar 2009 - Feb 2014
-6.43%
Mar 2004 - Feb 2009
17.07%
42 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 +7.60% +23.05%
Mar 2009 - Feb 2015
-0.50%
May 1999 - Apr 2005
1.28%
3 out of 234
Euro Inflation Adjusted +5.54% +21.37%
Mar 2009 - Feb 2015
-2.61%
May 1999 - Apr 2005
5.56%
13 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 +8.24% +16.79%
Mar 2009 - Feb 2016
-5.50%
Mar 2002 - Feb 2009
3.60%
8 out of 222
Euro Inflation Adjusted +5.97% +15.45%
Mar 2009 - Feb 2016
-7.44%
Mar 2002 - Feb 2009
4.50%
10 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 +7.91% +18.49%
Mar 2009 - Feb 2017
-2.77%
Mar 2001 - Feb 2009
4.29%
9 out of 210
Euro Inflation Adjusted +6.18% +17.02%
Mar 2009 - Feb 2017
-4.81%
Mar 2001 - Feb 2009
8.10%
17 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 +8.14% +16.52%
Mar 2009 - Feb 2018
-2.92%
Jan 2000 - Dec 2008
3.03%
6 out of 198
Euro Inflation Adjusted +6.09% +15.08%
Mar 2009 - Feb 2018
-5.03%
Jan 2000 - Dec 2008
8.08%
16 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 +8.29% +14.93%
Mar 2009 - Feb 2019
-0.76%
Jul 1999 - Jun 2009
1.61%
3 out of 186
Euro Inflation Adjusted +6.56% +13.51%
Mar 2009 - Feb 2019
-2.84%
Jul 1999 - Jun 2009
7.53%
14 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 +8.36% +14.09%
Jan 2009 - Dec 2019
+1.57%
Jul 1999 - Jun 2010
0.00%
0 out of 174
Euro Inflation Adjusted +6.74% +12.65%
Jan 2009 - Dec 2019
-0.49%
Jul 1999 - Jun 2010
0.57%
1 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 +8.25% +14.70%
Mar 2009 - Feb 2021
+2.31%
Jan 2000 - Dec 2011
0.00%
0 out of 162
Euro Inflation Adjusted +6.65% +13.32%
Mar 2009 - Feb 2021
+0.16%
Jan 2000 - Dec 2011
0.00%
0 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 +8.18% +15.39%
Jan 2009 - Dec 2021
+3.00%
May 1999 - Apr 2012
0.00%
0 out of 150
Euro Inflation Adjusted +6.59% +13.75%
Jan 2009 - Dec 2021
+0.81%
May 1999 - Apr 2012
0.00%
0 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 +8.23% +14.63%
Mar 2009 - Feb 2023
+3.55%
May 1999 - Apr 2013
0.00%
0 out of 138
Euro Inflation Adjusted +6.62% +12.32%
Mar 2009 - Feb 2023
+1.42%
May 1999 - Apr 2013
0.00%
0 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 +8.19% +14.06%
Mar 2009 - Feb 2024
+4.40%
May 1999 - Apr 2014
0.00%
0 out of 126
Euro Inflation Adjusted +6.44% +11.73%
Mar 2009 - Feb 2024
+2.35%
May 1999 - Apr 2014
0.00%
0 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 +8.08% +10.18%
Apr 2008 - Mar 2024
+4.98%
Feb 2000 - Jan 2016
0.00%
0 out of 114
Euro Inflation Adjusted +6.20% +8.44%
Sep 2005 - Aug 2021
+3.21%
Feb 2000 - Jan 2016
0.00%
0 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 +8.30% +10.52%
May 2005 - Apr 2022
+5.23%
May 1999 - Apr 2016
0.00%
0 out of 102
Euro Inflation Adjusted +6.25% +8.55%
May 2005 - Apr 2022
+3.41%
May 1999 - Apr 2016
0.00%
0 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 +7.89% +10.50%
Jun 2003 - May 2021
+4.72%
Apr 2002 - Mar 2020
0.00%
0 out of 90
Euro Inflation Adjusted +6.06% +8.80%
Jun 2003 - May 2021
+3.10%
Apr 2002 - Mar 2020
0.00%
0 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 +7.78% +10.93%
Apr 2003 - Mar 2022
+5.15%
Jan 2000 - Dec 2018
0.00%
0 out of 78
Euro Inflation Adjusted +5.97% +8.95%
Apr 2003 - Mar 2022
+3.36%
Jan 2000 - Dec 2018
0.00%
0 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 +7.79% +10.19%
Mar 2003 - Feb 2023
+5.19%
Apr 2000 - Mar 2020
0.00%
0 out of 66
Euro Inflation Adjusted +5.91% +7.97%
Mar 2003 - Feb 2023
+3.48%
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 Materials (2B7B.DE) ETF: Historical Returns page.