iShares S&P 500 Utilities (2B7A.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 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 (~25 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 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.35% +52.85%
Feb 2014 - Jan 2015
-45.54%
Apr 2002 - Mar 2003
27.99%
82 out of 293
Euro Inflation Adjusted +7.58% +53.77%
Feb 2014 - Jan 2015
-46.80%
Apr 2002 - Mar 2003
31.06%
91 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.01% +30.78%
Feb 2013 - Jan 2015
-29.77%
Nov 2000 - Oct 2002
19.93%
56 out of 281
Euro Inflation Adjusted +8.20% +30.67%
Feb 2013 - Jan 2015
-31.33%
Nov 2000 - Oct 2002
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.49% +22.92%
Jan 2014 - Dec 2016
-19.19%
Dec 2000 - Nov 2003
24.54%
66 out of 269
Euro Inflation Adjusted +7.54% +22.44%
Jan 2014 - Dec 2016
-20.88%
Dec 2000 - Nov 2003
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.54% +21.18%
Feb 2011 - Jan 2015
-12.26%
Nov 2000 - Oct 2004
24.51%
63 out of 257
Euro Inflation Adjusted +6.68% +19.75%
Feb 2011 - Jan 2015
-14.17%
Nov 2000 - Oct 2004
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.26% +19.81%
Jul 2011 - Jun 2016
-5.38%
Jun 2001 - May 2006
13.06%
32 out of 245
Euro Inflation Adjusted +6.47% +18.68%
Jul 2011 - Jun 2016
-7.38%
Jun 2001 - May 2006
22.86%
56 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.07% +18.17%
Apr 2009 - Mar 2015
-2.42%
Nov 2000 - Oct 2006
4.72%
11 out of 233
Euro Inflation Adjusted +4.71% +16.61%
Apr 2011 - Mar 2017
-4.48%
Nov 2000 - Oct 2006
15.45%
36 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.23% +17.63%
Jul 2009 - Jun 2016
-3.82%
Apr 2002 - Mar 2009
9.05%
20 out of 221
Euro Inflation Adjusted +5.04% +16.15%
Jul 2009 - Jun 2016
-5.77%
Apr 2002 - Mar 2009
11.76%
26 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.21% +16.71%
Jun 2009 - May 2017
-5.47%
Jun 2001 - May 2009
9.09%
19 out of 209
Euro Inflation Adjusted +5.89% +15.22%
Jun 2009 - May 2017
-7.36%
Jun 2001 - May 2009
12.92%
27 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.68% +15.49%
Feb 2011 - Jan 2020
-4.52%
Nov 2000 - Oct 2009
9.64%
19 out of 197
Euro Inflation Adjusted +6.69% +14.13%
Feb 2011 - Jan 2020
-6.45%
Nov 2000 - Oct 2009
17.77%
35 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.11% +15.55%
Nov 2009 - Oct 2019
-2.09%
Nov 2000 - Oct 2010
9.19%
17 out of 185
Euro Inflation Adjusted +7.53% +13.99%
Nov 2009 - Oct 2019
-4.05%
Nov 2000 - Oct 2010
21.08%
39 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.50% +14.70%
Sep 2011 - Aug 2022
-0.62%
Nov 2000 - Oct 2011
1.16%
2 out of 173
Euro Inflation Adjusted +7.49% +12.54%
Sep 2011 - Aug 2022
-2.70%
Nov 2000 - Oct 2011
16.18%
28 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.73% +13.64%
Aug 2010 - Jul 2022
+0.65%
Dec 2000 - Nov 2012
0.00%
0 out of 161
Euro Inflation Adjusted +7.98% +11.80%
Nov 2009 - Oct 2021
-1.45%
Dec 2000 - Nov 2012
6.83%
11 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.43% +14.33%
Jun 2009 - May 2022
+1.07%
Nov 2000 - Oct 2013
0.00%
0 out of 149
Euro Inflation Adjusted +7.87% +12.30%
Jun 2009 - May 2022
-0.97%
Nov 2000 - Oct 2013
2.68%
4 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.26% +12.46%
Jan 2009 - Dec 2022
+3.01%
Nov 2000 - Oct 2014
0.00%
0 out of 137
Euro Inflation Adjusted +7.68% +10.38%
Mar 2003 - Feb 2017
+1.05%
Nov 2000 - Oct 2014
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.97% +11.69%
May 2009 - Apr 2024
+3.67%
Nov 2000 - Oct 2015
0.00%
0 out of 125
Euro Inflation Adjusted +7.24% +9.59%
Oct 2004 - Sep 2019
+1.83%
Nov 2000 - Oct 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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.53% +11.47%
Feb 2004 - Jan 2020
+4.47%
Nov 2000 - Oct 2016
0.00%
0 out of 113
Euro Inflation Adjusted +6.58% +9.79%
Feb 2004 - Jan 2020
+2.69%
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)

Swipe left to see all data
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 101
Euro Inflation Adjusted +6.03% +9.93%
Feb 2003 - Jan 2020
+2.62%
May 2001 - Apr 2018
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.82% +11.10%
Sep 2004 - Aug 2022
+4.62%
Nov 2000 - Oct 2018
0.00%
0 out of 89
Euro Inflation Adjusted +5.70% +9.00%
Jun 2004 - May 2022
+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)

Swipe left to see all data
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 77
Euro Inflation Adjusted +5.29% +9.30%
Apr 2003 - Mar 2022
+3.64%
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.29% +10.53%
Mar 2003 - Feb 2023
+5.09%
Nov 2000 - Oct 2020
0.00%
0 out of 65
Euro Inflation Adjusted +5.43% +8.31%
Mar 2003 - Feb 2023
+3.44%
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 Utilities (2B7A.DE) ETF: Historical Returns page.