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

Data Source: from January 2001 to January 2024 (~23 years)
Consolidated Returns as of 31 January 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 February 2004 - 31 January 2024 (20 Years)
Data Source: 1 January 2001 - 31 January 2024 (~23 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -49.26 03/2008
02/2009
0.50$ -3.79 0.96$ 11.61 1.11$ 21.81 1.21$ 59.14 03/2009
02/2010
1.59$ 14.38 20.09%
2Y -31.16 03/2007
02/2009
0.47$ 1.67 1.03$ 10.17 1.21$ 17.84 1.38$ 39.57 03/2009
02/2011
1.94$ 8.49 13.36%
3Y -18.09 03/2006
02/2009
0.54$ -1.25 0.96$ 10.07 1.33$ 15.39 1.53$ 25.46 03/2009
02/2012
1.97$ 13.62 17.07%
4Y -11.73 03/2005
02/2009
0.60$ -3.33 0.87$ 9.55 1.44$ 13.80 1.67$ 22.99 03/2009
02/2013
2.28$ 10.69 21.76%
5Y -7.68 03/2004
02/2009
0.67$ -0.90 0.95$ 8.95 1.53$ 13.92 1.91$ 22.75 03/2009
02/2014
2.78$ 12.12 20.44%
6Y -1.15 10/2005
09/2011
0.93$ 1.33 1.08$ 9.56 1.72$ 12.81 2.06$ 21.14 03/2009
02/2015
3.16$ 9.02 0.59%
7Y 0.85 10/2004
09/2011
1.06$ 3.56 1.27$ 9.59 1.89$ 12.34 2.25$ 16.43 03/2009
02/2016
2.90$ 10.42 0.00%
8Y 2.92 10/2007
09/2015
1.25$ 4.38 1.40$ 9.31 2.03$ 12.32 2.53$ 17.83 03/2009
02/2017
3.71$ 12.04 0.00%
9Y 3.31 02/2007
01/2016
1.34$ 5.65 1.63$ 8.95 2.16$ 12.07 2.78$ 16.75 03/2009
02/2018
4.03$ 10.17 0.00%
10Y 4.69 06/2007
05/2017
1.58$ 5.56 1.71$ 9.45 2.46$ 11.89 3.07$ 15.25 03/2009
02/2019
4.13$ 10.31 0.00%
11Y 5.06 06/2007
05/2018
1.72$ 6.09 1.91$ 8.31 2.40$ 11.57 3.33$ 14.23 03/2009
02/2020
4.32$ 11.05 0.00%
12Y 4.71 06/2007
05/2019
1.73$ 5.92 1.99$ 7.21 2.30$ 11.74 3.78$ 14.67 03/2009
02/2021
5.17$ 11.71 0.00%
13Y 4.21 04/2007
03/2020
1.70$ 6.32 2.21$ 7.33 2.50$ 11.33 4.03$ 14.78 03/2009
02/2022
5.99$ 10.84 0.00%
14Y 4.96 04/2006
03/2020
1.96$ 6.22 2.32$ 7.36 2.70$ 11.29 4.46$ 13.75 03/2009
02/2023
6.07$ 11.55 0.00%
15Y 5.59 04/2005
03/2020
2.26$ 6.45 2.55$ 7.36 2.90$ 7.93 3.14$ 12.96 02/2009
01/2024
6.22$ 12.96 0.00%
16Y 5.81 04/2004
03/2020
2.46$ 6.58 2.77$ 7.10 2.99$ 7.95 3.40$ 8.34 05/2005
04/2021
3.60$ 8.07 0.00%
17Y 6.69 10/2005
09/2022
3.00$ 7.27 3.29$ 7.61 3.48$ 8.20 3.82$ 8.48 09/2004
08/2021
3.98$ 7.33 0.00%
18Y 7.07 10/2004
09/2022
3.41$ 7.49 3.66$ 7.82 3.87$ 8.10 4.06$ 8.25 04/2004
03/2022
4.16$ 7.98 0.00%
19Y 7.62 11/2004
10/2023
4.03$ 7.67 4.07$ 7.95 4.27$ 8.15 4.43$ 8.40 08/2004
07/2023
4.63$ 8.15 0.00%
20Y 8.26 02/2004
01/2024
4.89$ 8.26 4.89$ 8.26 4.89$ 8.26 4.89$ 8.26 02/2004
01/2024
4.89$ 8.26 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -49.27 03/2008
02/2009
0.50$ -6.37 0.93$ 8.36 1.08$ 18.70 1.18$ 55.79 03/2009
02/2010
1.55$ 10.93 27.07%
2Y -32.55 03/2007
02/2009
0.45$ -0.94 0.98$ 7.21 1.14$ 14.07 1.30$ 36.65 03/2009
02/2011
1.86$ 3.60 17.97%
3Y -19.83 03/2006
02/2009
0.51$ -3.13 0.90$ 7.65 1.24$ 12.80 1.43$ 22.53 03/2009
02/2012
1.83$ 7.53 20.00%
4Y -13.92 03/2005
02/2009
0.54$ -5.35 0.80$ 6.50 1.28$ 12.25 1.58$ 20.23 03/2009
02/2013
2.08$ 5.84 23.32%
5Y -10.06 03/2004
02/2009
0.58$ -3.31 0.84$ 6.71 1.38$ 12.13 1.77$ 20.27 03/2009
02/2014
2.51$ 7.64 26.52%
6Y -3.28 10/2005
09/2011
0.81$ -0.86 0.94$ 6.48 1.45$ 10.97 1.86$ 19.12 03/2009
02/2015
2.85$ 5.12 21.30%
7Y -1.67 10/2004
09/2011
0.88$ 1.32 1.09$ 6.67 1.57$ 10.57 2.02$ 14.62 03/2009
02/2016
2.59$ 6.70 5.10%
8Y 0.68 06/2004
05/2012
1.05$ 2.62 1.22$ 6.56 1.66$ 10.49 2.22$ 15.82 03/2009
02/2017
3.23$ 8.40 0.00%
9Y 1.54 02/2007
01/2016
1.14$ 3.41 1.35$ 6.37 1.74$ 10.17 2.39$ 14.70 03/2009
02/2018
3.43$ 6.83 0.00%
10Y 2.97 03/2006
02/2016
1.33$ 3.74 1.44$ 6.87 1.94$ 9.93 2.57$ 13.25 03/2009
02/2019
3.47$ 7.32 0.00%
11Y 3.23 06/2007
05/2018
1.41$ 4.16 1.56$ 6.74 2.04$ 9.39 2.68$ 12.19 03/2009
02/2020
3.54$ 8.16 0.00%
12Y 2.89 06/2007
05/2019
1.40$ 4.12 1.62$ 5.36 1.87$ 9.27 2.89$ 12.64 03/2009
02/2021
4.17$ 8.89 0.00%
13Y 2.39 04/2007
03/2020
1.35$ 4.46 1.76$ 5.24 1.94$ 8.60 2.92$ 12.24 03/2009
02/2022
4.48$ 8.01 0.00%
14Y 3.05 04/2006
03/2020
1.52$ 4.38 1.82$ 5.23 2.04$ 8.54 3.14$ 10.95 03/2009
02/2023
4.28$ 8.77 0.00%
15Y 3.17 10/2007
09/2022
1.59$ 4.29 1.87$ 5.22 2.14$ 5.75 2.31$ 10.14 02/2009
01/2024
4.25$ 10.14 0.00%
16Y 3.70 04/2004
03/2020
1.78$ 4.11 1.90$ 4.81 2.12$ 5.72 2.43$ 6.19 05/2005
04/2021
2.61$ 5.55 0.00%
17Y 4.17 11/2006
10/2023
2.00$ 4.67 2.17$ 5.11 2.33$ 5.84 2.62$ 6.23 06/2004
05/2021
2.79$ 4.71 0.00%
18Y 4.45 10/2004
09/2022
2.18$ 4.87 2.35$ 5.20 2.49$ 5.52 2.63$ 5.77 02/2004
01/2022
2.74$ 5.37 0.00%
19Y 4.95 11/2004
10/2023
2.50$ 4.99 2.52$ 5.27 2.65$ 5.45 2.74$ 5.71 08/2004
07/2023
2.87$ 5.45 0.00%
20Y 5.55 02/2004
01/2024
2.94$ 5.55 2.94$ 5.55 2.94$ 5.55 2.94$ 5.55 02/2004
01/2024
2.94$ 5.55 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -49.26 03/2008
02/2009
0.50$ -8.22 0.91$ 11.28 1.11$ 22.04 1.22$ 59.14 03/2009
02/2010
1.59$ 14.38 24.44%
2Y -31.16 03/2007
02/2009
0.47$ -1.43 0.97$ 9.90 1.20$ 18.28 1.39$ 39.57 03/2009
02/2011
1.94$ 8.49 15.75%
3Y -18.09 03/2006
02/2009
0.54$ -0.69 0.97$ 10.07 1.33$ 15.65 1.54$ 25.46 03/2009
02/2012
1.97$ 13.62 17.36%
4Y -11.73 03/2005
02/2009
0.60$ -2.46 0.90$ 9.58 1.44$ 14.60 1.72$ 22.99 03/2009
02/2013
2.28$ 10.69 18.70%
5Y -7.68 03/2004
02/2009
0.67$ -0.75 0.96$ 8.95 1.53$ 13.95 1.92$ 22.75 03/2009
02/2014
2.78$ 12.12 17.89%
6Y -1.15 10/2005
09/2011
0.93$ 1.36 1.08$ 8.53 1.63$ 12.35 2.01$ 21.14 03/2009
02/2015
3.16$ 9.02 0.97%
7Y -3.96 03/2002
02/2009
0.75$ 3.20 1.24$ 7.77 1.68$ 12.13 2.22$ 16.43 03/2009
02/2016
2.90$ 10.42 3.61%
8Y -5.08 03/2001
02/2009
0.65$ 3.48 1.31$ 7.57 1.79$ 12.04 2.48$ 17.83 03/2009
02/2017
3.71$ 12.04 4.40%
9Y -0.51 02/2001
01/2010
0.95$ 4.36 1.46$ 6.85 1.81$ 11.83 2.73$ 16.75 03/2009
02/2018
4.03$ 10.17 1.18%
10Y 1.46 02/2001
01/2011
1.15$ 5.09 1.64$ 7.32 2.02$ 11.38 2.93$ 15.25 03/2009
02/2019
4.13$ 10.31 0.00%
11Y 1.38 01/2001
12/2011
1.16$ 5.37 1.77$ 7.39 2.19$ 11.34 3.25$ 14.23 03/2009
02/2020
4.32$ 11.05 0.00%
12Y 2.64 01/2001
12/2012
1.36$ 5.79 1.96$ 7.15 2.29$ 11.56 3.71$ 14.67 03/2009
02/2021
5.17$ 11.71 0.00%
13Y 3.94 02/2001
01/2014
1.65$ 5.98 2.12$ 7.29 2.49$ 10.95 3.86$ 14.78 03/2009
02/2022
5.99$ 10.84 0.00%
14Y 4.47 02/2001
01/2015
1.84$ 5.85 2.21$ 7.30 2.68$ 9.59 3.60$ 13.75 03/2009
02/2023
6.07$ 11.55 0.00%
15Y 3.90 02/2001
01/2016
1.77$ 6.32 2.50$ 7.32 2.88$ 8.74 3.51$ 12.96 02/2009
01/2024
6.22$ 12.96 0.00%
16Y 5.06 02/2001
01/2017
2.20$ 6.38 2.69$ 7.19 3.03$ 8.26 3.55$ 9.49 10/2002
09/2018
4.26$ 8.07 0.00%
17Y 5.63 06/2001
05/2018
2.53$ 6.67 2.99$ 7.54 3.44$ 8.34 3.90$ 9.27 02/2003
01/2020
4.51$ 7.33 0.00%
18Y 4.98 01/2001
12/2018
2.39$ 6.20 2.95$ 7.81 3.87$ 8.79 4.55$ 9.79 04/2003
03/2021
5.37$ 7.98 0.00%
19Y 4.96 04/2001
03/2020
2.50$ 6.23 3.15$ 7.95 4.27$ 9.12 5.25$ 9.92 04/2003
03/2022
6.03$ 8.15 0.00%
20Y 5.66 02/2001
01/2021
3.00$ 6.86 3.76$ 7.96 4.62$ 8.77 5.37$ 9.38 04/2003
03/2023
6.01$ 8.26 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -49.27 03/2008
02/2009
0.50$ -10.98 0.89$ 8.35 1.08$ 18.90 1.18$ 55.79 03/2009
02/2010
1.55$ 10.93 30.45%
2Y -32.55 03/2007
02/2009
0.45$ -3.60 0.92$ 7.13 1.14$ 15.05 1.32$ 36.65 03/2009
02/2011
1.86$ 3.60 20.08%
3Y -19.83 03/2006
02/2009
0.51$ -2.78 0.91$ 7.62 1.24$ 12.84 1.43$ 22.53 03/2009
02/2012
1.83$ 7.53 20.66%
4Y -13.92 03/2005
02/2009
0.54$ -4.69 0.82$ 6.54 1.28$ 12.63 1.60$ 20.23 03/2009
02/2013
2.08$ 5.84 22.17%
5Y -10.06 03/2004
02/2009
0.58$ -2.87 0.86$ 6.64 1.37$ 11.98 1.76$ 20.27 03/2009
02/2014
2.51$ 7.64 24.31%
6Y -3.28 10/2005
09/2011
0.81$ -0.96 0.94$ 5.33 1.36$ 10.40 1.81$ 19.12 03/2009
02/2015
2.85$ 5.12 23.30%
7Y -6.38 03/2002
02/2009
0.63$ 0.76 1.05$ 5.87 1.49$ 10.41 2.00$ 14.62 03/2009
02/2016
2.59$ 6.70 9.79%
8Y -7.30 03/2001
02/2009
0.54$ 1.00 1.08$ 4.98 1.47$ 9.88 2.12$ 15.82 03/2009
02/2017
3.23$ 8.40 9.89%
9Y -2.85 02/2001
01/2010
0.77$ 2.32 1.22$ 4.91 1.53$ 9.94 2.34$ 14.70 03/2009
02/2018
3.43$ 6.83 5.29%
10Y -0.85 02/2001
01/2011
0.91$ 3.32 1.38$ 5.05 1.63$ 9.33 2.43$ 13.25 03/2009
02/2019
3.47$ 7.32 4.43%
11Y -1.01 01/2001
12/2011
0.89$ 3.40 1.44$ 5.37 1.77$ 9.07 2.59$ 12.19 03/2009
02/2020
3.54$ 8.16 2.74%
12Y 0.27 01/2001
12/2012
1.03$ 3.72 1.54$ 5.01 1.79$ 8.96 2.79$ 12.64 03/2009
02/2021
4.17$ 8.89 0.00%
13Y 1.63 02/2001
01/2014
1.23$ 3.77 1.61$ 5.22 1.93$ 8.21 2.78$ 12.24 03/2009
02/2022
4.48$ 8.01 0.00%
14Y 2.33 02/2001
01/2015
1.37$ 3.79 1.68$ 5.22 2.03$ 7.38 2.71$ 10.95 03/2009
02/2023
4.28$ 8.77 0.00%
15Y 1.82 02/2001
01/2016
1.31$ 4.12 1.83$ 5.20 2.13$ 6.41 2.53$ 10.14 02/2009
01/2024
4.25$ 10.14 0.00%
16Y 2.93 02/2001
01/2017
1.58$ 4.02 1.87$ 5.01 2.18$ 6.04 2.55$ 7.24 10/2002
09/2018
3.06$ 5.55 0.00%
17Y 3.50 05/2001
04/2018
1.79$ 4.21 2.01$ 5.11 2.33$ 6.04 2.71$ 7.05 02/2003
01/2020
3.18$ 4.71 0.00%
18Y 2.84 01/2001
12/2018
1.65$ 4.06 2.04$ 5.18 2.48$ 6.48 3.09$ 7.59 04/2003
03/2021
3.72$ 5.37 0.00%
19Y 2.87 04/2001
03/2020
1.71$ 4.06 2.13$ 5.28 2.65$ 6.78 3.47$ 7.37 04/2003
03/2022
3.86$ 5.45 0.00%
20Y 3.55 02/2001
01/2021
2.01$ 4.66 2.48$ 5.50 2.91$ 6.09 3.26$ 6.71 04/2003
03/2023
3.66$ 5.55 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.28% +59.14%
Mar 2009 - Feb 2010
-49.26%
Mar 2008 - Feb 2009
24.44%
65 out of 266
US Inflation Adjusted +8.35% +55.79%
Mar 2009 - Feb 2010
-49.27%
Mar 2008 - Feb 2009
30.45%
81 out of 266
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 +9.90% +39.57%
Mar 2009 - Feb 2011
-31.16%
Mar 2007 - Feb 2009
15.75%
40 out of 254
US Inflation Adjusted +7.13% +36.65%
Mar 2009 - Feb 2011
-32.55%
Mar 2007 - Feb 2009
20.08%
51 out of 254
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 +10.07% +25.46%
Mar 2009 - Feb 2012
-18.09%
Mar 2006 - Feb 2009
17.36%
42 out of 242
US Inflation Adjusted +7.62% +22.53%
Mar 2009 - Feb 2012
-19.83%
Mar 2006 - Feb 2009
20.66%
50 out of 242
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 +9.58% +22.99%
Mar 2009 - Feb 2013
-11.73%
Mar 2005 - Feb 2009
18.70%
43 out of 230
US Inflation Adjusted +6.54% +20.23%
Mar 2009 - Feb 2013
-13.92%
Mar 2005 - Feb 2009
22.17%
51 out of 230
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
17.89%
39 out of 218
US Inflation Adjusted +6.64% +20.27%
Mar 2009 - Feb 2014
-10.06%
Mar 2004 - Feb 2009
24.31%
53 out of 218
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 +8.53% +21.14%
Mar 2009 - Feb 2015
-1.15%
Oct 2005 - Sep 2011
0.97%
2 out of 206
US Inflation Adjusted +5.33% +19.12%
Mar 2009 - Feb 2015
-3.28%
Oct 2005 - Sep 2011
23.30%
48 out of 206
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
3.61%
7 out of 194
US Inflation Adjusted +5.87% +14.62%
Mar 2009 - Feb 2016
-6.38%
Mar 2002 - Feb 2009
9.79%
19 out of 194
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.57% +17.83%
Mar 2009 - Feb 2017
-5.08%
Mar 2001 - Feb 2009
4.40%
8 out of 182
US Inflation Adjusted +4.98% +15.82%
Mar 2009 - Feb 2017
-7.30%
Mar 2001 - Feb 2009
9.89%
18 out of 182
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.85% +16.75%
Mar 2009 - Feb 2018
-0.51%
Feb 2001 - Jan 2010
1.18%
2 out of 170
US Inflation Adjusted +4.91% +14.70%
Mar 2009 - Feb 2018
-2.85%
Feb 2001 - Jan 2010
5.29%
9 out of 170
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 +7.32% +15.25%
Mar 2009 - Feb 2019
+1.46%
Feb 2001 - Jan 2011
0.00%
0 out of 158
US Inflation Adjusted +5.05% +13.25%
Mar 2009 - Feb 2019
-0.85%
Feb 2001 - Jan 2011
4.43%
7 out of 158
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 +7.39% +14.23%
Mar 2009 - Feb 2020
+1.38%
Jan 2001 - Dec 2011
0.00%
0 out of 146
US Inflation Adjusted +5.37% +12.19%
Mar 2009 - Feb 2020
-1.01%
Jan 2001 - Dec 2011
2.74%
4 out of 146
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.15% +14.67%
Mar 2009 - Feb 2021
+2.64%
Jan 2001 - Dec 2012
0.00%
0 out of 134
US Inflation Adjusted +5.01% +12.64%
Mar 2009 - Feb 2021
+0.27%
Jan 2001 - Dec 2012
0.00%
0 out of 134
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.29% +14.78%
Mar 2009 - Feb 2022
+3.94%
Feb 2001 - Jan 2014
0.00%
0 out of 122
US Inflation Adjusted +5.22% +12.24%
Mar 2009 - Feb 2022
+1.63%
Feb 2001 - Jan 2014
0.00%
0 out of 122
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.30% +13.75%
Mar 2009 - Feb 2023
+4.47%
Feb 2001 - Jan 2015
0.00%
0 out of 110
US Inflation Adjusted +5.22% +10.95%
Mar 2009 - Feb 2023
+2.33%
Feb 2001 - Jan 2015
0.00%
0 out of 110
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.32% +12.96%
Feb 2009 - Jan 2024
+3.90%
Feb 2001 - Jan 2016
0.00%
0 out of 98
US Inflation Adjusted +5.20% +10.14%
Feb 2009 - Jan 2024
+1.82%
Feb 2001 - Jan 2016
0.00%
0 out of 98
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.19% +9.49%
Oct 2002 - Sep 2018
+5.06%
Feb 2001 - Jan 2017
0.00%
0 out of 86
US Inflation Adjusted +5.01% +7.24%
Oct 2002 - Sep 2018
+2.93%
Feb 2001 - Jan 2017
0.00%
0 out of 86
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)

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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 74
US Inflation Adjusted +5.11% +7.05%
Feb 2003 - Jan 2020
+3.50%
May 2001 - Apr 2018
0.00%
0 out of 74
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.81% +9.79%
Apr 2003 - Mar 2021
+4.98%
Jan 2001 - Dec 2018
0.00%
0 out of 62
US Inflation Adjusted +5.18% +7.59%
Apr 2003 - Mar 2021
+2.84%
Jan 2001 - Dec 2018
0.00%
0 out of 62
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.95% +9.92%
Apr 2003 - Mar 2022
+4.96%
Apr 2001 - Mar 2020
0.00%
0 out of 50
US Inflation Adjusted +5.28% +7.37%
Apr 2003 - Mar 2022
+2.87%
Apr 2001 - Mar 2020
0.00%
0 out of 50
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.96% +9.38%
Apr 2003 - Mar 2023
+5.66%
Feb 2001 - Jan 2021
0.00%
0 out of 38
US Inflation Adjusted +5.50% +6.71%
Apr 2003 - Mar 2023
+3.55%
Feb 2001 - Jan 2021
0.00%
0 out of 38
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.