iShares S&P 500 Value ETF (IVE): Rolling Returns

Data Source: from January 2001 to June 2024 (~24 years)
Consolidated Returns as of 30 June 2024

Holding the iShares S&P 500 Value ETF (IVE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~24 years), the longest period with a negative return lasted 128 months (from February 2001 to September 2011).

This means that every rolling period of 129 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P 500 Value ETF (IVE) 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 VALUE ETF (IVE) ETF

Annualized Rolling Returns

Annualized Rolling Returns - Inflation Adjusted

Data Source: 1 July 2004 - 30 June 2024 (20 Years)

Data Source: 1 January 2001 - 30 June 2024 (~24 years)

Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+12.16%	+59.14% Mar 2009 - Feb 2010	-49.26% Mar 2008 - Feb 2009	23.99% 65 out of 271
US Inflation Adjusted	+8.59%	+55.79% Mar 2009 - Feb 2010	-49.27% Mar 2008 - Feb 2009	29.89% 81 out of 271

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	+10.22%	+39.57% Mar 2009 - Feb 2011	-31.16% Mar 2007 - Feb 2009	15.44% 40 out of 259
US Inflation Adjusted	+7.21%	+36.65% Mar 2009 - Feb 2011	-32.55% Mar 2007 - Feb 2009	19.69% 51 out of 259

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	+10.07%	+25.46% Mar 2009 - Feb 2012	-18.09% Mar 2006 - Feb 2009	17.00% 42 out of 247
US Inflation Adjusted	+7.54%	+22.53% Mar 2009 - Feb 2012	-19.83% Mar 2006 - Feb 2009	20.24% 50 out of 247

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	+9.88%	+22.99% Mar 2009 - Feb 2013	-11.73% Mar 2005 - Feb 2009	18.30% 43 out of 235
US Inflation Adjusted	+6.60%	+20.23% Mar 2009 - Feb 2013	-13.92% Mar 2005 - Feb 2009	21.70% 51 out of 235

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	+9.00%	+22.75% Mar 2009 - Feb 2014	-7.68% Mar 2004 - Feb 2009	17.49% 39 out of 223
US Inflation Adjusted	+6.71%	+20.27% Mar 2009 - Feb 2014	-10.06% Mar 2004 - Feb 2009	23.77% 53 out of 223

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	+8.65%	+21.14% Mar 2009 - Feb 2015	-1.15% Oct 2005 - Sep 2011	0.95% 2 out of 211
US Inflation Adjusted	+5.52%	+19.12% Mar 2009 - Feb 2015	-3.28% Oct 2005 - Sep 2011	22.75% 48 out of 211

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	+7.99%	+16.43% Mar 2009 - Feb 2016	-3.96% Mar 2002 - Feb 2009	3.52% 7 out of 199
US Inflation Adjusted	+5.96%	+14.62% Mar 2009 - Feb 2016	-6.38% Mar 2002 - Feb 2009	9.55% 19 out of 199

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	+7.88%	+17.83% Mar 2009 - Feb 2017	-5.08% Mar 2001 - Feb 2009	4.28% 8 out of 187
US Inflation Adjusted	+5.23%	+15.82% Mar 2009 - Feb 2017	-7.30% Mar 2001 - Feb 2009	9.63% 18 out of 187

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	+7.29%	+16.75% Mar 2009 - Feb 2018	-0.51% Feb 2001 - Jan 2010	1.14% 2 out of 175
US Inflation Adjusted	+5.28%	+14.70% Mar 2009 - Feb 2018	-2.85% Feb 2001 - Jan 2010	5.14% 9 out of 175

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	+7.41%	+15.25% Mar 2009 - Feb 2019	+1.46% Feb 2001 - Jan 2011	0.00% 0 out of 163
US Inflation Adjusted	+5.27%	+13.25% Mar 2009 - Feb 2019	-0.85% Feb 2001 - Jan 2011	4.29% 7 out of 163

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	+7.92%	+14.23% Mar 2009 - Feb 2020	+1.38% Jan 2001 - Dec 2011	0.00% 0 out of 151
US Inflation Adjusted	+5.49%	+12.19% Mar 2009 - Feb 2020	-1.01% Jan 2001 - Dec 2011	2.65% 4 out of 151

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	+7.19%	+14.67% Mar 2009 - Feb 2021	+2.64% Jan 2001 - Dec 2012	0.00% 0 out of 139
US Inflation Adjusted	+5.11%	+12.64% Mar 2009 - Feb 2021	+0.27% Jan 2001 - Dec 2012	0.00% 0 out of 139

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	+7.34%	+14.78% Mar 2009 - Feb 2022	+3.94% Feb 2001 - Jan 2014	0.00% 0 out of 127
US Inflation Adjusted	+5.24%	+12.24% Mar 2009 - Feb 2022	+1.63% Feb 2001 - Jan 2014	0.00% 0 out of 127

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	+7.43%	+13.75% Mar 2009 - Feb 2023	+4.47% Feb 2001 - Jan 2015	0.00% 0 out of 115
US Inflation Adjusted	+5.29%	+10.95% Mar 2009 - Feb 2023	+2.33% Feb 2001 - Jan 2015	0.00% 0 out of 115

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	+7.40%	+14.25% Mar 2009 - Feb 2024	+3.90% Feb 2001 - Jan 2016	0.00% 0 out of 103
US Inflation Adjusted	+5.22%	+11.39% Mar 2009 - Feb 2024	+1.82% Feb 2001 - Jan 2016	0.00% 0 out of 103

15 Years Annualized Rolling Returns

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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	+7.29%	+9.49% Oct 2002 - Sep 2018	+5.06% Feb 2001 - Jan 2017	0.00% 0 out of 91
US Inflation Adjusted	+5.03%	+7.24% Oct 2002 - Sep 2018	+2.93% Feb 2001 - Jan 2017	0.00% 0 out of 91

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	+7.54%	+9.27% Feb 2003 - Jan 2020	+5.63% Jun 2001 - May 2018	0.00% 0 out of 79
US Inflation Adjusted	+5.06%	+7.05% Feb 2003 - Jan 2020	+3.50% May 2001 - Apr 2018	0.00% 0 out of 79

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	+7.82%	+9.79% Apr 2003 - Mar 2021	+4.98% Jan 2001 - Dec 2018	0.00% 0 out of 67
US Inflation Adjusted	+5.21%	+7.59% Apr 2003 - Mar 2021	+2.84% Jan 2001 - Dec 2018	0.00% 0 out of 67

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	+8.00%	+9.92% Apr 2003 - Mar 2022	+4.96% Apr 2001 - Mar 2020	0.00% 0 out of 55
US Inflation Adjusted	+5.32%	+7.37% Apr 2003 - Mar 2022	+2.87% Apr 2001 - Mar 2020	0.00% 0 out of 55

19 Years Annualized Rolling Returns

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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	+8.32%	+9.38% Apr 2003 - Mar 2023	+5.66% Feb 2001 - Jan 2021	0.00% 0 out of 43
US Inflation Adjusted	+5.64%	+6.71% Apr 2003 - Mar 2023	+3.55% Feb 2001 - Jan 2021	0.00% 0 out of 43

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 Value ETF (IVE) ETF: Historical Returns page.