When holding the iShares S&P 500 Utilities (2B7A.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~32 years), the longest duration with a negative return was 137 months (from November 2000 to March 2012).
This indicates that, within the same timeframe, any rolling period of 138 months or more has consistently resulted in a positive return.
Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.
iShares S&P 500 Utilities (2B7A.DE) ETF: Historical Returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Jun 30, 2025, the annualized return of the previous 10 years has been 9.41%.
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.
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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-45.54%
Apr 2002 - Mar 2003 |
+10.68% |
+52.85%
Feb 2014 - Jan 2015 |
25.47%
95 out of 373 |
-46.80%
Apr 2002 - Mar 2003 |
+8.69% |
+53.77%
Feb 2014 - Jan 2015 |
28.15%
105 out of 373 |
-29.77%
Nov 2000 - Oct 2002 |
+10.91% |
+31.33%
Nov 1998 - Oct 2000 |
18.56%
67 out of 361 |
-31.33%
Nov 2000 - Oct 2002 |
+8.70% |
+30.67%
Feb 2013 - Jan 2015 |
23.55%
85 out of 361 |
-19.19%
Dec 2000 - Nov 2003 |
+10.42% |
+26.30%
Nov 1997 - Oct 2000 |
20.92%
73 out of 349 |
-20.88%
Dec 2000 - Nov 2003 |
+8.16% |
+24.39%
Nov 1997 - Oct 2000 |
23.78%
83 out of 349 |
-12.26%
Nov 2000 - Oct 2004 |
+10.30% |
+23.29%
Nov 1996 - Oct 2000 |
20.47%
69 out of 337 |
-14.17%
Nov 2000 - Oct 2004 |
+7.33% |
+21.43%
Nov 1996 - Oct 2000 |
27.60%
93 out of 337 |
-6.07%
Apr 1998 - Mar 2003 |
+8.61% |
+20.23%
Nov 1995 - Oct 2000 |
14.46%
47 out of 325 |
-7.91%
Apr 1998 - Mar 2003 |
+6.24% |
+18.68%
Jul 2011 - Jun 2016 |
22.15%
72 out of 325 |
-2.42%
Nov 2000 - Oct 2006 |
+7.13% |
+19.28%
Nov 1994 - Oct 2000 |
7.67%
24 out of 313 |
-4.48%
Nov 2000 - Oct 2006 |
+4.77% |
+17.21%
Nov 1994 - Oct 2000 |
18.85%
59 out of 313 |
-3.82%
Apr 2002 - Mar 2009 |
+7.03% |
+17.63%
Jul 2009 - Jun 2016 |
6.64%
20 out of 301 |
-5.77%
Apr 2002 - Mar 2009 |
+4.67% |
+16.15%
Jul 2009 - Jun 2016 |
11.96%
36 out of 301 |
-5.47%
Jun 2001 - May 2009 |
+7.42% |
+16.71%
Jun 2009 - May 2017 |
6.57%
19 out of 289 |
-7.36%
Jun 2001 - May 2009 |
+5.10% |
+15.22%
Jun 2009 - May 2017 |
9.34%
27 out of 289 |
-4.52%
Nov 2000 - Oct 2009 |
+7.94% |
+15.49%
Feb 2011 - Jan 2020 |
6.86%
19 out of 277 |
-6.45%
Nov 2000 - Oct 2009 |
+5.77% |
+14.13%
Feb 2011 - Jan 2020 |
15.88%
44 out of 277 |
-2.09%
Nov 2000 - Oct 2010 |
+8.36% |
+15.55%
Nov 2009 - Oct 2019 |
6.79%
18 out of 265 |
-4.05%
Nov 2000 - Oct 2010 |
+6.28% |
+13.99%
Nov 2009 - Oct 2019 |
18.11%
48 out of 265 |
-0.62%
Nov 2000 - Oct 2011 |
+8.41% |
+14.70%
Sep 2011 - Aug 2022 |
0.79%
2 out of 253 |
-2.70%
Nov 2000 - Oct 2011 |
+6.70% |
+12.54%
Sep 2011 - Aug 2022 |
17.39%
44 out of 253 |
+0.65%
Dec 2000 - Nov 2012 |
+8.33% |
+13.64%
Aug 2010 - Jul 2022 |
0.00%
0 out of 241 |
-1.45%
Dec 2000 - Nov 2012 |
+6.67% |
+11.80%
Nov 2009 - Oct 2021 |
5.39%
13 out of 241 |
+1.07%
Nov 2000 - Oct 2013 |
+8.02% |
+14.33%
Jun 2009 - May 2022 |
0.00%
0 out of 229 |
-0.97%
Nov 2000 - Oct 2013 |
+6.56% |
+12.30%
Jun 2009 - May 2022 |
2.18%
5 out of 229 |
+3.01%
Nov 2000 - Oct 2014 |
+7.49% |
+12.47%
Dec 2010 - Nov 2024 |
0.00%
0 out of 217 |
+1.05%
Nov 2000 - Oct 2014 |
+6.04% |
+10.38%
Mar 2003 - Feb 2017 |
0.00%
0 out of 217 |
+2.49%
Jan 1994 - Dec 2008 |
+6.54% |
+13.24%
Dec 2009 - Nov 2024 |
0.00%
0 out of 205 |
+0.41%
Jan 1994 - Dec 2008 |
+4.69% |
+10.87%
Dec 2009 - Nov 2024 |
0.00%
0 out of 205 |
+1.85%
Nov 1993 - Oct 2009 |
+6.45% |
+12.29%
Jun 2009 - May 2025 |
0.00%
0 out of 193 |
-0.14%
Nov 1993 - Oct 2009 |
+4.47% |
+9.97%
Mar 2009 - Feb 2025 |
1.55%
3 out of 193 |
+2.82%
Aug 1993 - Jul 2010 |
+6.58% |
+11.63%
Feb 2003 - Jan 2020 |
0.00%
0 out of 181 |
+0.83%
Aug 1993 - Jul 2010 |
+4.74% |
+9.93%
Feb 2003 - Jan 2020 |
0.00%
0 out of 181 |
+2.84%
Aug 1993 - Jul 2011 |
+7.00% |
+11.10%
Sep 2004 - Aug 2022 |
0.00%
0 out of 169 |
+0.82%
Aug 1993 - Jul 2011 |
+5.18% |
+9.00%
Jun 2004 - May 2022 |
0.00%
0 out of 169 |
+4.18%
Sep 1993 - Aug 2012 |
+7.06% |
+11.29%
Apr 2003 - Mar 2022 |
0.00%
0 out of 157 |
+2.08%
Jan 1994 - Dec 2012 |
+5.29% |
+9.30%
Apr 2003 - Mar 2022 |
0.00%
0 out of 157 |
+4.05%
Sep 1993 - Aug 2013 |
+7.54% |
+10.53%
Mar 2003 - Feb 2023 |
0.00%
0 out of 145 |
+2.01%
Sep 1993 - Aug 2013 |
+5.65% |
+8.31%
Mar 2003 - Feb 2023 |
0.00%
0 out of 145 |
+5.84%
Aug 1993 - Jul 2018 |
+7.57% |
+8.81%
Oct 1994 - Sep 2019 |
0.00%
0 out of 85 |
+4.00%
Aug 1993 - Jul 2018 |
+5.71% |
+6.99%
Feb 1995 - Jan 2020 |
0.00%
0 out of 85 |
+6.25%
Oct 1993 - Sep 2023 |
+7.97% |
+8.68%
Dec 1994 - Nov 2024 |
0.00%
0 out of 25 |
+4.08%
Oct 1993 - Sep 2023 |
+5.78% |
+6.50%
Dec 1994 - Nov 2024 |
0.00%
0 out of 25 |
iShares S&P 500 Utilities (2B7A.DE) ETF: Historical Returns