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 Utilities (2B7A.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 137 months (from November 2000 to March 2012).
This means that every rolling period of 138 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares S&P 500 Utilities (2B7A.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 UTILITIES (2B7A.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 | +9.61% |
+52.85%
Feb 2014 - Jan 2015 |
-45.54%
Apr 2002 - Mar 2003 |
27.80%
82 out of 295 |
| Euro Inflation Adjusted | +7.58% |
+53.77%
Feb 2014 - Jan 2015 |
-46.80%
Apr 2002 - Mar 2003 |
30.85%
91 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 | +9.93% |
+30.78%
Feb 2013 - Jan 2015 |
-29.77%
Nov 2000 - Oct 2002 |
19.79%
56 out of 283 |
| Euro Inflation Adjusted | +8.02% |
+30.67%
Feb 2013 - Jan 2015 |
-31.33%
Nov 2000 - Oct 2002 |
25.80%
73 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 | +9.49% |
+22.92%
Jan 2014 - Dec 2016 |
-19.19%
Dec 2000 - Nov 2003 |
24.35%
66 out of 271 |
| Euro Inflation Adjusted | +7.20% |
+22.44%
Jan 2014 - Dec 2016 |
-20.88%
Dec 2000 - Nov 2003 |
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 | +8.54% |
+21.18%
Feb 2011 - Jan 2015 |
-12.26%
Nov 2000 - Oct 2004 |
24.32%
63 out of 259 |
| Euro Inflation Adjusted | +6.66% |
+19.75%
Feb 2011 - Jan 2015 |
-14.17%
Nov 2000 - Oct 2004 |
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 | +8.22% |
+19.81%
Jul 2011 - Jun 2016 |
-5.38%
Jun 2001 - May 2006 |
12.96%
32 out of 247 |
| Euro Inflation Adjusted | +6.29% |
+18.68%
Jul 2011 - Jun 2016 |
-7.38%
Jun 2001 - May 2006 |
22.67%
56 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 | +7.13% |
+18.17%
Apr 2009 - Mar 2015 |
-2.42%
Nov 2000 - Oct 2006 |
4.68%
11 out of 235 |
| Euro Inflation Adjusted | +4.72% |
+16.61%
Apr 2011 - Mar 2017 |
-4.48%
Nov 2000 - Oct 2006 |
15.32%
36 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 | +7.24% |
+17.63%
Jul 2009 - Jun 2016 |
-3.82%
Apr 2002 - Mar 2009 |
8.97%
20 out of 223 |
| Euro Inflation Adjusted | +5.03% |
+16.15%
Jul 2009 - Jun 2016 |
-5.77%
Apr 2002 - Mar 2009 |
11.66%
26 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 | +8.20% |
+16.71%
Jun 2009 - May 2017 |
-5.47%
Jun 2001 - May 2009 |
9.00%
19 out of 211 |
| Euro Inflation Adjusted | +5.85% |
+15.22%
Jun 2009 - May 2017 |
-7.36%
Jun 2001 - May 2009 |
12.80%
27 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 | +8.73% |
+15.49%
Feb 2011 - Jan 2020 |
-4.52%
Nov 2000 - Oct 2009 |
9.55%
19 out of 199 |
| Euro Inflation Adjusted | +6.67% |
+14.13%
Feb 2011 - Jan 2020 |
-6.45%
Nov 2000 - Oct 2009 |
17.59%
35 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 | +9.13% |
+15.55%
Nov 2009 - Oct 2019 |
-2.09%
Nov 2000 - Oct 2010 |
9.09%
17 out of 187 |
| Euro Inflation Adjusted | +7.53% |
+13.99%
Nov 2009 - Oct 2019 |
-4.05%
Nov 2000 - Oct 2010 |
20.86%
39 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 | +9.51% |
+14.70%
Sep 2011 - Aug 2022 |
-0.62%
Nov 2000 - Oct 2011 |
1.14%
2 out of 175 |
| Euro Inflation Adjusted | +7.51% |
+12.54%
Sep 2011 - Aug 2022 |
-2.70%
Nov 2000 - Oct 2011 |
16.00%
28 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 | +9.77% |
+13.64%
Aug 2010 - Jul 2022 |
+0.65%
Dec 2000 - Nov 2012 |
0.00%
0 out of 163 |
| Euro Inflation Adjusted | +7.98% |
+11.80%
Nov 2009 - Oct 2021 |
-1.45%
Dec 2000 - Nov 2012 |
6.75%
11 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 | +9.46% |
+14.33%
Jun 2009 - May 2022 |
+1.07%
Nov 2000 - Oct 2013 |
0.00%
0 out of 151 |
| Euro Inflation Adjusted | +7.90% |
+12.30%
Jun 2009 - May 2022 |
-0.97%
Nov 2000 - Oct 2013 |
2.65%
4 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 | +9.33% |
+12.46%
Jan 2009 - Dec 2022 |
+3.01%
Nov 2000 - Oct 2014 |
0.00%
0 out of 139 |
| Euro Inflation Adjusted | +7.68% |
+10.38%
Mar 2003 - Feb 2017 |
+1.05%
Nov 2000 - Oct 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 | +9.08% |
+12.39%
Jun 2009 - May 2024 |
+3.67%
Nov 2000 - Oct 2015 |
0.00%
0 out of 127 |
| Euro Inflation Adjusted | +7.27% |
+10.03%
Jun 2009 - May 2024 |
+1.83%
Nov 2000 - Oct 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 | +8.60% |
+11.47%
Feb 2004 - Jan 2020 |
+4.47%
Nov 2000 - Oct 2016 |
0.00%
0 out of 115 |
| Euro Inflation Adjusted | +6.64% |
+9.79%
Feb 2004 - Jan 2020 |
+2.69%
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 | +8.16% |
+11.63%
Feb 2003 - Jan 2020 |
+4.34%
May 2001 - Apr 2018 |
0.00%
0 out of 103 |
| Euro Inflation Adjusted | +5.98% |
+9.93%
Feb 2003 - Jan 2020 |
+2.62%
May 2001 - Apr 2018 |
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 | +7.85% |
+11.10%
Sep 2004 - Aug 2022 |
+4.62%
Nov 2000 - Oct 2018 |
0.00%
0 out of 91 |
| Euro Inflation Adjusted | +5.70% |
+9.00%
Jun 2004 - May 2022 |
+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 | +7.03% |
+11.29%
Apr 2003 - Mar 2022 |
+5.28%
Jun 2001 - May 2020 |
0.00%
0 out of 79 |
| Euro Inflation Adjusted | +5.37% |
+9.30%
Apr 2003 - Mar 2022 |
+3.64%
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 | +7.38% |
+10.53%
Mar 2003 - Feb 2023 |
+5.09%
Nov 2000 - Oct 2020 |
0.00%
0 out of 67 |
| Euro Inflation Adjusted | +5.47% |
+8.31%
Mar 2003 - Feb 2023 |
+3.44%
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 Utilities (2B7A.DE) ETF: Historical Returns page.
