iShares S&P Mid-Cap 400 Growth (IJK): Rolling Returns

Data Source: from January 1927 to February 2024 (~97 years)
Consolidated Returns as of 29 February 2024

Holding the iShares S&P Mid-Cap 400 Growth (IJK) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~97 years), the longest period with a negative return lasted 231 months (from September 1929 to November 1948).

This means that every rolling period of 232 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P Mid-Cap 400 Growth (IJK) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ISHARES S&P MID-CAP 400 GROWTH (IJK) ETF
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 9.51% (updated at Feb 29, 2024).

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 MID-CAP 400 GROWTH (IJK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1927 - 29 February 2024 (~97 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 -41.46 03/2008
02/2009
0.58$ -6.34 0.93$ 12.70 1.12$ 30.85 1.30$ 76.97 04/2020
03/2021
1.76$ 20.61 22.92%
2Y -23.82 10/2000
09/2002
0.58$ -2.57 0.94$ 12.37 1.26$ 20.78 1.45$ 51.65 09/1998
08/2000
2.29$ 7.11 17.21%
3Y -17.22 03/2000
02/2003
0.56$ 1.98 1.06$ 11.02 1.36$ 18.88 1.68$ 34.42 04/1997
03/2000
2.42$ 5.10 13.23%
4Y -7.72 03/2005
02/2009
0.72$ 2.46 1.10$ 10.23 1.47$ 17.77 1.92$ 27.30 03/2009
02/2013
2.62$ 13.60 9.58%
5Y -4.27 03/2004
02/2009
0.80$ 3.52 1.18$ 9.10 1.54$ 16.20 2.11$ 27.86 03/1995
02/2000
3.41$ 10.72 3.65%
6Y -0.45 09/2000
08/2006
0.97$ 5.30 1.36$ 8.81 1.66$ 13.96 2.19$ 24.53 04/1994
03/2000
3.72$ 9.20 0.35%
7Y -1.34 03/2002
02/2009
0.91$ 6.32 1.53$ 9.04 1.83$ 12.97 2.34$ 18.92 03/2009
02/2016
3.36$ 9.88 1.08%
8Y -1.90 11/2000
10/2008
0.85$ 7.23 1.74$ 9.23 2.02$ 12.59 2.58$ 19.92 03/2009
02/2017
4.27$ 11.90 1.89%
9Y -4.68 03/2000
02/2009
0.64$ 7.47 1.91$ 9.48 2.25$ 12.16 2.81$ 19.25 03/2009
02/2018
4.87$ 9.47 3.56%
10Y 0.52 09/2000
08/2010
1.05$ 7.21 2.00$ 10.00 2.59$ 12.11 3.13$ 17.39 03/2009
02/2019
4.96$ 9.51 0.00%
11Y 1.55 03/1998
02/2009
1.18$ 5.47 1.79$ 9.98 2.84$ 12.18 3.53$ 15.72 02/2009
01/2020
4.98$ 10.99 0.00%
12Y 3.24 03/1997
02/2009
1.46$ 6.04 2.02$ 9.63 3.01$ 11.76 3.79$ 17.78 03/2009
02/2021
7.12$ 11.07 0.00%
13Y 3.97 03/1996
02/2009
1.65$ 6.47 2.25$ 9.70 3.33$ 11.59 4.16$ 16.41 03/2009
02/2022
7.20$ 10.51 0.00%
14Y 5.53 04/2000
03/2014
2.12$ 7.24 2.66$ 9.27 3.46$ 11.03 4.32$ 14.74 03/2009
02/2023
6.85$ 12.22 0.00%
15Y 5.61 03/1994
02/2009
2.26$ 7.76 3.06$ 9.06 3.67$ 10.77 4.63$ 15.12 03/2009
02/2024
8.26$ 15.12 0.00%
16Y 5.00 03/2000
02/2016
2.18$ 8.11 3.48$ 9.19 4.08$ 10.59 5.00$ 11.90 10/2002
09/2018
6.04$ 10.36 0.00%
17Y 6.11 04/2000
03/2017
2.74$ 8.25 3.84$ 9.31 4.53$ 10.62 5.56$ 11.66 09/2004
08/2021
6.51$ 9.74 0.00%
18Y 6.61 04/2000
03/2018
3.16$ 8.22 4.14$ 9.43 5.06$ 10.32 5.85$ 12.37 04/2003
03/2021
8.16$ 9.54 0.00%
19Y 6.33 04/2000
03/2019
3.21$ 8.16 4.44$ 9.53 5.64$ 10.66 6.85$ 12.06 11/2002
10/2021
8.69$ 9.89 0.00%
20Y 4.99 04/2000
03/2020
2.64$ 8.29 4.92$ 9.59 6.24$ 10.74 7.69$ 11.32 07/1994
06/2014
8.53$ 9.93 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 -41.47 03/2008
02/2009
0.58$ -9.15 0.90$ 9.98 1.09$ 27.75 1.27$ 72.45 04/2020
03/2021
1.72$ 17.43 28.94%
2Y -25.35 10/2000
09/2002
0.55$ -6.02 0.88$ 9.25 1.19$ 18.54 1.40$ 47.51 09/1998
08/2000
2.17$ 2.67 21.66%
3Y -19.31 03/2000
02/2003
0.52$ -1.04 0.96$ 8.39 1.27$ 16.64 1.58$ 31.41 04/1997
03/2000
2.26$ -0.40 17.54%
4Y -10.00 03/2005
02/2009
0.65$ 0.09 1.00$ 7.55 1.33$ 14.99 1.74$ 24.44 03/2009
02/2013
2.39$ 8.66 14.38%
5Y -6.74 03/2004
02/2009
0.70$ 1.12 1.05$ 6.99 1.40$ 13.57 1.88$ 24.85 03/1995
02/2000
3.03$ 6.36 8.31%
6Y -3.16 09/2000
08/2006
0.82$ 2.61 1.16$ 6.00 1.41$ 12.00 1.97$ 22.08 03/2009
02/2015
3.31$ 5.33 3.46%
7Y -3.82 03/2002
02/2009
0.76$ 3.73 1.29$ 6.34 1.53$ 10.94 2.06$ 17.07 03/2009
02/2016
3.01$ 6.20 3.97%
8Y -4.57 11/2000
10/2008
0.68$ 4.40 1.41$ 6.92 1.70$ 10.44 2.21$ 17.88 03/2009
02/2017
3.72$ 8.24 5.66%
9Y -7.02 03/2000
02/2009
0.51$ 4.84 1.52$ 7.10 1.85$ 10.04 2.36$ 17.15 03/2009
02/2018
4.15$ 6.18 5.14%
10Y -1.87 03/1999
02/2009
0.82$ 4.59 1.56$ 7.55 2.07$ 9.79 2.54$ 15.36 03/2009
02/2019
4.17$ 6.55 6.22%
11Y -0.94 03/1998
02/2009
0.90$ 2.96 1.37$ 7.64 2.24$ 9.58 2.73$ 13.64 02/2009
01/2020
4.08$ 8.15 1.31%
12Y 0.81 03/1997
02/2009
1.10$ 3.46 1.50$ 7.46 2.36$ 9.19 2.87$ 15.69 03/2009
02/2021
5.74$ 8.28 0.00%
13Y 1.47 03/1996
02/2009
1.20$ 3.89 1.64$ 7.39 2.52$ 9.10 3.10$ 13.83 03/2009
02/2022
5.38$ 7.71 0.00%
14Y 3.13 04/2000
03/2014
1.53$ 4.68 1.89$ 7.05 2.59$ 8.76 3.23$ 11.92 03/2009
02/2023
4.83$ 9.41 0.00%
15Y 3.03 03/1994
02/2009
1.56$ 5.28 2.16$ 6.63 2.61$ 8.63 3.46$ 12.28 03/2009
02/2024
5.67$ 12.28 0.00%
16Y 2.84 03/2000
02/2016
1.56$ 5.71 2.43$ 6.70 2.82$ 8.19 3.52$ 9.60 10/2002
09/2018
4.33$ 7.80 0.00%
17Y 3.92 04/2000
03/2017
1.92$ 5.98 2.68$ 6.86 3.08$ 8.07 3.74$ 9.28 09/2004
08/2021
4.52$ 7.09 0.00%
18Y 4.37 03/2000
02/2018
2.15$ 5.99 2.84$ 6.93 3.33$ 7.82 3.87$ 10.13 03/2003
02/2021
5.68$ 6.90 0.00%
19Y 4.13 04/2000
03/2019
2.15$ 6.05 3.05$ 6.97 3.59$ 8.16 4.43$ 9.59 11/2002
10/2021
5.70$ 7.17 0.00%
20Y 2.85 04/2000
03/2020
1.75$ 5.99 3.19$ 7.17 3.99$ 8.15 4.79$ 8.72 07/1994
06/2014
5.32$ 7.19 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 -69.06 07/1931
06/1932
0.30$ -10.32 0.89$ 12.70 1.12$ 32.38 1.32$ 156.52 07/1932
06/1933
2.56$ 20.61 26.32%
2Y -56.91 06/1930
05/1932
0.18$ -3.50 0.93$ 12.44 1.26$ 23.60 1.52$ 60.86 07/1932
06/1934
2.58$ 7.11 18.64%
3Y -46.94 07/1929
06/1932
0.14$ -1.10 0.96$ 11.73 1.39$ 20.08 1.73$ 47.09 03/1933
02/1936
3.18$ 5.10 16.27%
4Y -32.80 06/1928
05/1932
0.20$ 0.47 1.01$ 11.56 1.54$ 18.49 1.97$ 43.28 07/1932
06/1936
4.21$ 13.60 14.57%
5Y -22.36 07/1927
06/1932
0.28$ 2.27 1.11$ 11.37 1.71$ 17.58 2.24$ 35.88 06/1932
05/1937
4.63$ 10.72 12.38%
6Y -14.67 04/1929
03/1935
0.38$ 3.70 1.24$ 11.12 1.88$ 17.04 2.57$ 25.05 10/1974
09/1980
3.82$ 9.20 10.96%
7Y -9.15 04/1928
03/1935
0.51$ 2.30 1.17$ 11.06 2.08$ 16.67 2.94$ 22.66 04/1980
03/1987
4.17$ 9.88 9.79%
8Y -9.14 04/1930
03/1938
0.46$ 2.89 1.25$ 10.72 2.25$ 16.24 3.33$ 21.91 03/1979
02/1987
4.88$ 11.90 8.78%
9Y -9.25 04/1929
03/1938
0.41$ 4.50 1.48$ 10.89 2.53$ 16.10 3.83$ 22.75 10/1974
09/1983
6.32$ 9.47 6.23%
10Y -6.99 09/1929
08/1939
0.48$ 4.11 1.49$ 10.89 2.81$ 15.64 4.27$ 21.33 10/1990
09/2000
6.91$ 9.51 4.58%
11Y -6.51 09/1929
08/1940
0.47$ 4.26 1.58$ 10.92 3.12$ 15.53 4.89$ 19.99 04/1989
03/2000
7.42$ 10.99 4.73%
12Y -5.64 09/1929
08/1941
0.49$ 4.42 1.68$ 11.11 3.53$ 15.42 5.59$ 19.74 10/1974
09/1986
8.68$ 11.07 3.52%
13Y -6.14 09/1929
08/1942
0.43$ 4.95 1.87$ 10.91 3.84$ 15.25 6.32$ 21.07 10/1974
09/1987
12.00$ 10.51 3.86%
14Y -3.58 12/1928
11/1942
0.60$ 5.74 2.18$ 10.85 4.22$ 15.06 7.12$ 18.24 05/1942
04/1956
10.44$ 12.22 3.40%
15Y -2.10 09/1929
08/1944
0.72$ 6.28 2.49$ 10.46 4.44$ 14.86 7.98$ 18.77 10/1974
09/1989
13.20$ 15.12 3.04%
16Y -0.46 12/1928
11/1944
0.92$ 6.22 2.62$ 10.46 4.91$ 14.76 9.04$ 18.50 04/1984
03/2000
15.11$ 10.36 0.62%
17Y 0.29 10/1929
09/1946
1.05$ 6.56 2.94$ 10.52 5.47$ 14.77 10.39$ 17.83 10/1974
09/1991
16.26$ 9.74 0.00%
18Y 0.14 09/1929
08/1947
1.02$ 6.93 3.34$ 10.35 5.88$ 14.55 11.52$ 18.92 04/1982
03/2000
22.63$ 9.54 0.00%
19Y 0.40 09/1929
08/1948
1.07$ 6.89 3.54$ 10.46 6.62$ 14.25 12.57$ 17.60 10/1974
09/1993
21.77$ 9.89 0.00%
20Y 0.54 09/1929
08/1949
1.11$ 6.97 3.84$ 10.47 7.32$ 13.93 13.58$ 18.75 04/1980
03/2000
31.09$ 9.93 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 -65.65 07/1931
06/1932
0.34$ -13.96 0.86$ 9.31 1.09$ 29.57 1.29$ 174.70 07/1932
06/1933
2.74$ 17.43 32.21%
2Y -52.15 06/1930
05/1932
0.22$ -7.05 0.86$ 8.59 1.17$ 20.26 1.44$ 62.06 07/1932
06/1934
2.62$ 2.67 25.72%
3Y -42.73 07/1929
06/1932
0.18$ -3.68 0.89$ 8.16 1.26$ 16.93 1.59$ 43.07 03/1933
02/1936
2.92$ -0.40 21.40%
4Y -28.87 06/1928
05/1932
0.25$ -3.06 0.88$ 8.02 1.36$ 14.67 1.72$ 42.76 07/1932
06/1936
4.15$ 8.66 21.63%
5Y -18.38 06/1927
05/1932
0.36$ -1.34 0.93$ 7.76 1.45$ 13.89 1.91$ 34.53 06/1932
05/1937
4.40$ 6.36 17.16%
6Y -17.12 10/1968
09/1974
0.32$ 0.53 1.03$ 7.58 1.55$ 13.02 2.08$ 23.44 07/1932
06/1938
3.53$ 5.33 14.25%
7Y -14.16 10/1967
09/1974
0.34$ 0.26 1.01$ 7.37 1.64$ 12.92 2.34$ 20.87 06/1932
05/1939
3.76$ 6.20 14.50%
8Y -9.40 10/1966
09/1974
0.45$ 0.31 1.02$ 7.48 1.78$ 12.58 2.58$ 18.37 09/1992
08/2000
3.85$ 8.24 14.29%
9Y -9.31 10/1965
09/1974
0.41$ 0.96 1.08$ 7.54 1.92$ 12.23 2.82$ 17.80 03/1991
02/2000
4.36$ 6.18 13.50%
10Y -7.27 10/1964
09/1974
0.47$ 0.09 1.00$ 7.82 2.12$ 11.70 3.02$ 18.09 10/1990
09/2000
5.27$ 6.55 14.52%
11Y -5.32 10/1963
09/1974
0.54$ 0.14 1.01$ 8.03 2.33$ 11.57 3.33$ 16.38 04/1989
03/2000
5.30$ 8.15 14.20%
12Y -4.74 05/1930
04/1942
0.55$ -0.17 0.97$ 7.92 2.49$ 11.62 3.73$ 16.13 06/1949
05/1961
6.01$ 8.28 15.05%
13Y -5.80 09/1929
08/1942
0.46$ 0.18 1.02$ 8.02 2.72$ 11.59 4.15$ 15.66 12/1948
11/1961
6.62$ 7.71 14.24%
14Y -3.42 12/1928
11/1942
0.61$ 0.82 1.12$ 7.90 2.89$ 11.39 4.52$ 14.83 06/1932
05/1946
6.92$ 9.41 12.51%
15Y -2.97 08/1967
07/1982
0.63$ 0.30 1.04$ 7.31 2.88$ 11.17 4.89$ 14.81 04/1985
03/2000
7.93$ 12.28 12.26%
16Y -1.68 08/1966
07/1982
0.76$ 1.06 1.18$ 7.15 3.01$ 10.99 5.30$ 14.80 03/1984
02/2000
9.10$ 7.80 6.97%
17Y -1.29 08/1965
07/1982
0.80$ 1.56 1.30$ 7.22 3.27$ 10.95 5.85$ 14.09 07/1982
06/1999
9.40$ 7.09 4.05%
18Y -1.31 09/1929
08/1947
0.78$ 1.87 1.39$ 7.30 3.55$ 10.75 6.28$ 15.08 04/1982
03/2000
12.53$ 6.90 2.73%
19Y -1.41 09/1929
08/1948
0.76$ 1.97 1.44$ 7.25 3.78$ 10.34 6.48$ 13.57 10/1981
09/2000
11.21$ 7.17 1.28%
20Y -1.02 09/1929
08/1949
0.81$ 2.28 1.57$ 7.45 4.20$ 10.23 7.00$ 14.33 04/1980
03/2000
14.56$ 7.19 1.19%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.70% +156.52%
Jul 1932 - Jun 1933
-69.06%
Jul 1931 - Jun 1932
26.32%
304 out of 1155
US Inflation Adjusted +9.31% +174.70%
Jul 1932 - Jun 1933
-65.65%
Jul 1931 - Jun 1932
32.21%
372 out of 1155
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.44% +60.86%
Jul 1932 - Jun 1934
-56.91%
Jun 1930 - May 1932
18.64%
213 out of 1143
US Inflation Adjusted +8.59% +62.06%
Jul 1932 - Jun 1934
-52.15%
Jun 1930 - May 1932
25.72%
294 out of 1143
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.73% +47.09%
Mar 1933 - Feb 1936
-46.94%
Jul 1929 - Jun 1932
16.27%
184 out of 1131
US Inflation Adjusted +8.16% +43.07%
Mar 1933 - Feb 1936
-42.73%
Jul 1929 - Jun 1932
21.40%
242 out of 1131
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.56% +43.28%
Jul 1932 - Jun 1936
-32.80%
Jun 1928 - May 1932
14.57%
163 out of 1119
US Inflation Adjusted +8.02% +42.76%
Jul 1932 - Jun 1936
-28.87%
Jun 1928 - May 1932
21.63%
242 out of 1119
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.37% +35.88%
Jun 1932 - May 1937
-22.36%
Jul 1927 - Jun 1932
12.38%
137 out of 1107
US Inflation Adjusted +7.76% +34.53%
Jun 1932 - May 1937
-18.38%
Jun 1927 - May 1932
17.16%
190 out of 1107
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.12% +25.05%
Oct 1974 - Sep 1980
-14.67%
Apr 1929 - Mar 1935
10.96%
120 out of 1095
US Inflation Adjusted +7.58% +23.44%
Jul 1932 - Jun 1938
-17.12%
Oct 1968 - Sep 1974
14.25%
156 out of 1095
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.06% +22.66%
Apr 1980 - Mar 1987
-9.15%
Apr 1928 - Mar 1935
9.79%
106 out of 1083
US Inflation Adjusted +7.37% +20.87%
Jun 1932 - May 1939
-14.16%
Oct 1967 - Sep 1974
14.50%
157 out of 1083
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 +10.72% +21.91%
Mar 1979 - Feb 1987
-9.14%
Apr 1930 - Mar 1938
8.78%
94 out of 1071
US Inflation Adjusted +7.48% +18.37%
Sep 1992 - Aug 2000
-9.40%
Oct 1966 - Sep 1974
14.29%
153 out of 1071
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 +10.89% +22.75%
Oct 1974 - Sep 1983
-9.25%
Apr 1929 - Mar 1938
6.23%
66 out of 1059
US Inflation Adjusted +7.54% +17.80%
Mar 1991 - Feb 2000
-9.31%
Oct 1965 - Sep 1974
13.50%
143 out of 1059
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.89% +21.33%
Oct 1990 - Sep 2000
-6.99%
Sep 1929 - Aug 1939
4.58%
48 out of 1047
US Inflation Adjusted +7.82% +18.09%
Oct 1990 - Sep 2000
-7.27%
Oct 1964 - Sep 1974
14.52%
152 out of 1047
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.92% +19.99%
Apr 1989 - Mar 2000
-6.51%
Sep 1929 - Aug 1940
4.73%
49 out of 1035
US Inflation Adjusted +8.03% +16.38%
Apr 1989 - Mar 2000
-5.32%
Oct 1963 - Sep 1974
14.20%
147 out of 1035
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 +11.11% +19.74%
Oct 1974 - Sep 1986
-5.64%
Sep 1929 - Aug 1941
3.52%
36 out of 1023
US Inflation Adjusted +7.92% +16.13%
Jun 1949 - May 1961
-4.74%
May 1930 - Apr 1942
15.05%
154 out of 1023
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 +10.91% +21.07%
Oct 1974 - Sep 1987
-6.14%
Sep 1929 - Aug 1942
3.86%
39 out of 1011
US Inflation Adjusted +8.02% +15.66%
Dec 1948 - Nov 1961
-5.80%
Sep 1929 - Aug 1942
14.24%
144 out of 1011
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 +10.85% +18.24%
May 1942 - Apr 1956
-3.58%
Dec 1928 - Nov 1942
3.40%
34 out of 999
US Inflation Adjusted +7.90% +14.83%
Jun 1932 - May 1946
-3.42%
Dec 1928 - Nov 1942
12.51%
125 out of 999
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 +10.46% +18.77%
Oct 1974 - Sep 1989
-2.10%
Sep 1929 - Aug 1944
3.04%
30 out of 987
US Inflation Adjusted +7.31% +14.81%
Apr 1985 - Mar 2000
-2.97%
Aug 1967 - Jul 1982
12.26%
121 out of 987
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 +10.46% +18.50%
Apr 1984 - Mar 2000
-0.46%
Dec 1928 - Nov 1944
0.62%
6 out of 975
US Inflation Adjusted +7.15% +14.80%
Mar 1984 - Feb 2000
-1.68%
Aug 1966 - Jul 1982
6.97%
68 out of 975
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 +10.52% +17.83%
Oct 1974 - Sep 1991
+0.29%
Oct 1929 - Sep 1946
0.00%
0 out of 963
US Inflation Adjusted +7.22% +14.09%
Jul 1982 - Jun 1999
-1.29%
Aug 1965 - Jul 1982
4.05%
39 out of 963
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 +10.35% +18.92%
Apr 1982 - Mar 2000
+0.14%
Sep 1929 - Aug 1947
0.00%
0 out of 951
US Inflation Adjusted +7.30% +15.08%
Apr 1982 - Mar 2000
-1.31%
Sep 1929 - Aug 1947
2.73%
26 out of 951
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution