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

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Period: January 2001 - January 2025 (~24 years)
Currency: USD
Inflation: US
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When holding the iShares S&P 500 Value ETF (IVE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~24 years), the longest duration with a negative return was 128 months (from February 2001 to September 2011).

This indicates that, within the same timeframe, any rolling period of 129 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.

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
Time Period: 1 February 2005 - 31 January 2025 (20 Years)
Time Period: 1 January 2001 - 31 January 2025 (~24 years)
US Inflation Adjusted:

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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.

ISHARES S&P 500 VALUE ETF (IVE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2001 - 31 January 2025 (~24 years)
US Inflation Adjusted:

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Worst Median Best Negative Periods
-49.26%
Mar 2008 - Feb 2009
+12.30% +59.14%
Mar 2009 - Feb 2010
23.38%
65 out of 278
-49.27%
Mar 2008 - Feb 2009
+8.93% +55.79%
Mar 2009 - Feb 2010
29.14%
81 out of 278
-31.16%
Mar 2007 - Feb 2009
+10.52% +39.57%
Mar 2009 - Feb 2011
15.04%
40 out of 266
-32.55%
Mar 2007 - Feb 2009
+7.39% +36.65%
Mar 2009 - Feb 2011
19.17%
51 out of 266
-18.09%
Mar 2006 - Feb 2009
+10.13% +25.46%
Mar 2009 - Feb 2012
16.54%
42 out of 254
-19.83%
Mar 2006 - Feb 2009
+7.52% +22.53%
Mar 2009 - Feb 2012
19.69%
50 out of 254
-11.73%
Mar 2005 - Feb 2009
+10.02% +22.99%
Mar 2009 - Feb 2013
17.77%
43 out of 242
-13.92%
Mar 2005 - Feb 2009
+6.70% +20.23%
Mar 2009 - Feb 2013
21.07%
51 out of 242
-7.68%
Mar 2004 - Feb 2009
+9.22% +22.75%
Mar 2009 - Feb 2014
16.96%
39 out of 230
-10.06%
Mar 2004 - Feb 2009
+6.74% +20.27%
Mar 2009 - Feb 2014
23.04%
53 out of 230
-1.15%
Oct 2005 - Sep 2011
+8.80% +21.14%
Mar 2009 - Feb 2015
0.92%
2 out of 218
-3.28%
Oct 2005 - Sep 2011
+5.75% +19.12%
Mar 2009 - Feb 2015
22.02%
48 out of 218
-3.96%
Mar 2002 - Feb 2009
+8.38% +16.43%
Mar 2009 - Feb 2016
3.40%
7 out of 206
-6.38%
Mar 2002 - Feb 2009
+6.17% +14.62%
Mar 2009 - Feb 2016
9.22%
19 out of 206
-5.08%
Mar 2001 - Feb 2009
+8.26% +17.83%
Mar 2009 - Feb 2017
4.12%
8 out of 194
-7.30%
Mar 2001 - Feb 2009
+5.59% +15.82%
Mar 2009 - Feb 2017
9.28%
18 out of 194
-0.51%
Feb 2001 - Jan 2010
+7.96% +16.75%
Mar 2009 - Feb 2018
1.10%
2 out of 182
-2.85%
Feb 2001 - Jan 2010
+5.53% +14.70%
Mar 2009 - Feb 2018
4.95%
9 out of 182
+1.46%
Feb 2001 - Jan 2011
+7.54% +15.25%
Mar 2009 - Feb 2019
0.00%
0 out of 170
-0.85%
Feb 2001 - Jan 2011
+5.40% +13.25%
Mar 2009 - Feb 2019
4.12%
7 out of 170
+1.38%
Jan 2001 - Dec 2011
+8.12% +14.23%
Mar 2009 - Feb 2020
0.00%
0 out of 158
-1.01%
Jan 2001 - Dec 2011
+5.80% +12.19%
Mar 2009 - Feb 2020
2.53%
4 out of 158
+2.64%
Jan 2001 - Dec 2012
+7.25% +14.67%
Mar 2009 - Feb 2021
0.00%
0 out of 146
+0.27%
Jan 2001 - Dec 2012
+5.36% +12.64%
Mar 2009 - Feb 2021
0.00%
0 out of 146
+3.94%
Feb 2001 - Jan 2014
+7.45% +14.78%
Mar 2009 - Feb 2022
0.00%
0 out of 134
+1.63%
Feb 2001 - Jan 2014
+5.34% +12.24%
Mar 2009 - Feb 2022
0.00%
0 out of 134
+4.47%
Feb 2001 - Jan 2015
+7.48% +13.75%
Mar 2009 - Feb 2023
0.00%
0 out of 122
+2.33%
Feb 2001 - Jan 2015
+5.49% +10.95%
Mar 2009 - Feb 2023
0.00%
0 out of 122
+3.90%
Feb 2001 - Jan 2016
+7.48% +14.25%
Mar 2009 - Feb 2024
0.00%
0 out of 110
+1.82%
Feb 2001 - Jan 2016
+5.25% +11.39%
Mar 2009 - Feb 2024
0.00%
0 out of 110
+5.06%
Feb 2001 - Jan 2017
+7.41% +13.08%
Feb 2009 - Jan 2025
0.00%
0 out of 98
+2.93%
Feb 2001 - Jan 2017
+5.11% +10.22%
Feb 2009 - Jan 2025
0.00%
0 out of 98
+5.63%
Jun 2001 - May 2018
+7.58% +9.27%
Feb 2003 - Jan 2020
0.00%
0 out of 86
+3.50%
May 2001 - Apr 2018
+5.15% +7.05%
Feb 2003 - Jan 2020
0.00%
0 out of 86
+4.98%
Jan 2001 - Dec 2018
+7.84% +9.79%
Apr 2003 - Mar 2021
0.00%
0 out of 74
+2.84%
Jan 2001 - Dec 2018
+5.26% +7.59%
Apr 2003 - Mar 2021
0.00%
0 out of 74
+4.96%
Apr 2001 - Mar 2020
+8.11% +9.92%
Apr 2003 - Mar 2022
0.00%
0 out of 62
+2.87%
Apr 2001 - Mar 2020
+5.47% +7.37%
Apr 2003 - Mar 2022
0.00%
0 out of 62
+5.66%
Feb 2001 - Jan 2021
+8.40% +9.38%
Apr 2003 - Mar 2023
0.00%
0 out of 50
+3.55%
Feb 2001 - Jan 2021
+5.67% +6.71%
Apr 2003 - Mar 2023
0.00%
0 out of 50
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