Data Source: from January 2001 to March 2024 (~23 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 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 (~23 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 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 January 2001 - 31 March 2024 (~23 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.61% |
+59.14%
Mar 2009 - Feb 2010 |
-49.26%
Mar 2008 - Feb 2009 |
24.25%
65 out of 268 |
| US Inflation Adjusted | +8.36% |
+55.79%
Mar 2009 - Feb 2010 |
-49.27%
Mar 2008 - Feb 2009 |
30.22%
81 out of 268 |
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 | +10.17% |
+39.57%
Mar 2009 - Feb 2011 |
-31.16%
Mar 2007 - Feb 2009 |
15.63%
40 out of 256 |
| US Inflation Adjusted | +7.13% |
+36.65%
Mar 2009 - Feb 2011 |
-32.55%
Mar 2007 - Feb 2009 |
19.92%
51 out of 256 |
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 | +10.12% |
+25.46%
Mar 2009 - Feb 2012 |
-18.09%
Mar 2006 - Feb 2009 |
17.21%
42 out of 244 |
| US Inflation Adjusted | +7.56% |
+22.53%
Mar 2009 - Feb 2012 |
-19.83%
Mar 2006 - Feb 2009 |
20.49%
50 out of 244 |
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 | +9.67% |
+22.99%
Mar 2009 - Feb 2013 |
-11.73%
Mar 2005 - Feb 2009 |
18.53%
43 out of 232 |
| US Inflation Adjusted | +6.54% |
+20.23%
Mar 2009 - Feb 2013 |
-13.92%
Mar 2005 - Feb 2009 |
21.98%
51 out of 232 |
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 | +8.95% |
+22.75%
Mar 2009 - Feb 2014 |
-7.68%
Mar 2004 - Feb 2009 |
17.73%
39 out of 220 |
| US Inflation Adjusted | +6.66% |
+20.27%
Mar 2009 - Feb 2014 |
-10.06%
Mar 2004 - Feb 2009 |
24.09%
53 out of 220 |
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 | +8.55% |
+21.14%
Mar 2009 - Feb 2015 |
-1.15%
Oct 2005 - Sep 2011 |
0.96%
2 out of 208 |
| US Inflation Adjusted | +5.38% |
+19.12%
Mar 2009 - Feb 2015 |
-3.28%
Oct 2005 - Sep 2011 |
23.08%
48 out of 208 |
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 | +7.77% |
+16.43%
Mar 2009 - Feb 2016 |
-3.96%
Mar 2002 - Feb 2009 |
3.57%
7 out of 196 |
| US Inflation Adjusted | +5.90% |
+14.62%
Mar 2009 - Feb 2016 |
-6.38%
Mar 2002 - Feb 2009 |
9.69%
19 out of 196 |
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 | +7.58% |
+17.83%
Mar 2009 - Feb 2017 |
-5.08%
Mar 2001 - Feb 2009 |
4.35%
8 out of 184 |
| US Inflation Adjusted | +5.09% |
+15.82%
Mar 2009 - Feb 2017 |
-7.30%
Mar 2001 - Feb 2009 |
9.78%
18 out of 184 |
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 | +6.93% |
+16.75%
Mar 2009 - Feb 2018 |
-0.51%
Feb 2001 - Jan 2010 |
1.16%
2 out of 172 |
| US Inflation Adjusted | +5.10% |
+14.70%
Mar 2009 - Feb 2018 |
-2.85%
Feb 2001 - Jan 2010 |
5.23%
9 out of 172 |
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 | +7.39% |
+15.25%
Mar 2009 - Feb 2019 |
+1.46%
Feb 2001 - Jan 2011 |
0.00%
0 out of 160 |
| US Inflation Adjusted | +5.06% |
+13.25%
Mar 2009 - Feb 2019 |
-0.85%
Feb 2001 - Jan 2011 |
4.38%
7 out of 160 |
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 | +7.54% |
+14.23%
Mar 2009 - Feb 2020 |
+1.38%
Jan 2001 - Dec 2011 |
0.00%
0 out of 148 |
| US Inflation Adjusted | +5.44% |
+12.19%
Mar 2009 - Feb 2020 |
-1.01%
Jan 2001 - Dec 2011 |
2.70%
4 out of 148 |
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 | +7.16% |
+14.67%
Mar 2009 - Feb 2021 |
+2.64%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
| US Inflation Adjusted | +5.01% |
+12.64%
Mar 2009 - Feb 2021 |
+0.27%
Jan 2001 - Dec 2012 |
0.00%
0 out of 136 |
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 | +7.32% |
+14.78%
Mar 2009 - Feb 2022 |
+3.94%
Feb 2001 - Jan 2014 |
0.00%
0 out of 124 |
| US Inflation Adjusted | +5.23% |
+12.24%
Mar 2009 - Feb 2022 |
+1.63%
Feb 2001 - Jan 2014 |
0.00%
0 out of 124 |
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 | +7.36% |
+13.75%
Mar 2009 - Feb 2023 |
+4.47%
Feb 2001 - Jan 2015 |
0.00%
0 out of 112 |
| US Inflation Adjusted | +5.23% |
+10.95%
Mar 2009 - Feb 2023 |
+2.33%
Feb 2001 - Jan 2015 |
0.00%
0 out of 112 |
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 | +7.36% |
+14.25%
Mar 2009 - Feb 2024 |
+3.90%
Feb 2001 - Jan 2016 |
0.00%
0 out of 100 |
| US Inflation Adjusted | +5.22% |
+11.39%
Mar 2009 - Feb 2024 |
+1.82%
Feb 2001 - Jan 2016 |
0.00%
0 out of 100 |
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 | +7.23% |
+9.49%
Oct 2002 - Sep 2018 |
+5.06%
Feb 2001 - Jan 2017 |
0.00%
0 out of 88 |
| US Inflation Adjusted | +5.01% |
+7.24%
Oct 2002 - Sep 2018 |
+2.93%
Feb 2001 - Jan 2017 |
0.00%
0 out of 88 |
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 | +7.54% |
+9.27%
Feb 2003 - Jan 2020 |
+5.63%
Jun 2001 - May 2018 |
0.00%
0 out of 76 |
| US Inflation Adjusted | +5.11% |
+7.05%
Feb 2003 - Jan 2020 |
+3.50%
May 2001 - Apr 2018 |
0.00%
0 out of 76 |
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% |
+9.79%
Apr 2003 - Mar 2021 |
+4.98%
Jan 2001 - Dec 2018 |
0.00%
0 out of 64 |
| US Inflation Adjusted | +5.20% |
+7.59%
Apr 2003 - Mar 2021 |
+2.84%
Jan 2001 - Dec 2018 |
0.00%
0 out of 64 |
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 | +7.99% |
+9.92%
Apr 2003 - Mar 2022 |
+4.96%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
| US Inflation Adjusted | +5.31% |
+7.37%
Apr 2003 - Mar 2022 |
+2.87%
Apr 2001 - Mar 2020 |
0.00%
0 out of 52 |
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 | +8.03% |
+9.38%
Apr 2003 - Mar 2023 |
+5.66%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
| US Inflation Adjusted | +5.55% |
+6.71%
Apr 2003 - Mar 2023 |
+3.55%
Feb 2001 - Jan 2021 |
0.00%
0 out of 40 |
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 Value ETF (IVE) ETF: Historical Returns page.
