iShares S&P MidCap 400 Value ETF (IJJ): Rolling Returns

Data Source: from August 2000 to January 2024 (~24 years)
Consolidated Returns as of 31 January 2024

Holding the iShares S&P MidCap 400 Value ETF (IJJ) 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 83 months (from April 2002 to February 2009).

This means that every rolling period of 84 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P MidCap 400 Value ETF (IJJ) 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 MIDCAP 400 VALUE ETF (IJJ) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2004 - 31 January 2024 (20 Years)
Data Source: 1 August 2000 - 31 January 2024 (~24 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 -42.25 03/2008
02/2009
0.57$ -7.03 0.92$ 11.74 1.11$ 26.51 1.26$ 89.17 04/2020
03/2021
1.89$ 0.19 27.95%
2Y -27.98 03/2007
02/2009
0.51$ -0.97 0.98$ 10.09 1.21$ 21.00 1.46$ 46.52 03/2009
02/2011
2.14$ 3.94 17.05%
3Y -16.36 03/2006
02/2009
0.58$ -1.32 0.96$ 10.05 1.33$ 17.04 1.60$ 29.28 03/2009
02/2012
2.16$ 10.16 16.10%
4Y -8.89 03/2005
02/2009
0.68$ 0.76 1.03$ 9.23 1.42$ 14.86 1.74$ 26.04 03/2009
02/2013
2.52$ 9.93 11.92%
5Y -4.83 03/2004
02/2009
0.78$ 2.30 1.12$ 8.18 1.48$ 14.90 2.00$ 26.05 03/2009
02/2014
3.18$ 9.52 3.87%
6Y 0.29 04/2014
03/2020
1.01$ 4.09 1.27$ 8.95 1.67$ 13.92 2.18$ 23.56 03/2009
02/2015
3.55$ 7.32 0.00%
7Y 3.05 04/2013
03/2020
1.23$ 5.86 1.49$ 9.44 1.87$ 13.23 2.38$ 18.04 04/2009
03/2016
3.19$ 7.97 0.00%
8Y 5.08 04/2012
03/2020
1.48$ 7.13 1.73$ 8.84 1.96$ 12.82 2.62$ 19.70 03/2009
02/2017
4.21$ 11.07 0.00%
9Y 4.61 04/2011
03/2020
1.49$ 7.54 1.92$ 9.29 2.22$ 12.78 2.95$ 17.88 03/2009
02/2018
4.39$ 8.61 0.00%
10Y 6.00 02/2006
01/2016
1.79$ 7.90 2.13$ 9.76 2.53$ 12.16 3.15$ 16.65 03/2009
02/2019
4.66$ 8.79 0.00%
11Y 7.15 01/2008
12/2018
2.13$ 8.12 2.35$ 9.71 2.77$ 11.76 3.39$ 14.27 03/2009
02/2020
4.33$ 9.98 0.00%
12Y 5.47 04/2008
03/2020
1.89$ 7.57 2.40$ 9.16 2.86$ 12.16 3.96$ 15.77 03/2009
02/2021
5.79$ 10.75 0.00%
13Y 4.08 04/2007
03/2020
1.68$ 7.56 2.57$ 9.60 3.29$ 11.74 4.23$ 15.67 03/2009
02/2022
6.63$ 9.95 0.00%
14Y 4.56 04/2006
03/2020
1.86$ 7.59 2.78$ 9.09 3.38$ 11.27 4.45$ 14.75 03/2009
02/2023
6.86$ 11.22 0.00%
15Y 5.67 04/2005
03/2020
2.28$ 7.22 2.84$ 8.73 3.51$ 9.40 3.85$ 13.05 02/2009
01/2024
6.29$ 13.05 0.00%
16Y 6.04 04/2004
03/2020
2.55$ 7.45 3.15$ 8.38 3.62$ 9.11 4.03$ 10.15 05/2005
04/2021
4.69$ 8.97 0.00%
17Y 7.45 11/2006
10/2023
3.39$ 7.99 3.69$ 8.74 4.15$ 9.81 4.90$ 10.27 05/2004
04/2021
5.26$ 8.04 0.00%
18Y 7.94 11/2005
10/2023
3.95$ 8.22 4.14$ 8.77 4.54$ 9.51 5.13$ 9.69 04/2004
03/2022
5.28$ 8.22 0.00%
19Y 8.44 11/2004
10/2023
4.66$ 8.58 4.77$ 8.92 5.06$ 9.33 5.45$ 9.60 08/2004
07/2023
5.70$ 8.88 0.00%
20Y 9.06 02/2004
01/2024
5.66$ 9.06 5.66$ 9.06 5.66$ 9.06 5.66$ 9.06 02/2004
01/2024
5.66$ 9.06 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 -42.26 03/2008
02/2009
0.57$ -10.12 0.89$ 9.18 1.09$ 24.09 1.24$ 84.34 04/2020
03/2021
1.84$ -2.83 33.19%
2Y -29.43 03/2007
02/2009
0.49$ -3.98 0.92$ 8.00 1.16$ 18.07 1.39$ 43.45 03/2009
02/2011
2.05$ -0.75 24.42%
3Y -18.14 03/2006
02/2009
0.54$ -3.00 0.91$ 7.92 1.25$ 14.06 1.48$ 26.26 03/2009
02/2012
2.01$ 4.26 18.54%
4Y -11.15 03/2005
02/2009
0.62$ -1.19 0.95$ 6.20 1.27$ 13.51 1.66$ 23.21 03/2009
02/2013
2.30$ 5.12 19.69%
5Y -7.28 03/2004
02/2009
0.68$ 0.05 1.00$ 5.88 1.33$ 13.21 1.85$ 23.51 03/2009
02/2014
2.87$ 5.15 13.26%
6Y -1.19 04/2014
03/2020
0.93$ 1.99 1.12$ 6.75 1.48$ 12.26 2.00$ 21.50 03/2009
02/2015
3.21$ 3.48 1.18%
7Y 1.34 10/2004
09/2011
1.09$ 3.80 1.29$ 6.58 1.56$ 11.37 2.12$ 16.14 04/2009
03/2016
2.84$ 4.33 0.00%
8Y 3.51 04/2012
03/2020
1.31$ 4.81 1.45$ 6.67 1.67$ 10.89 2.28$ 17.66 03/2009
02/2017
3.67$ 7.46 0.00%
9Y 2.92 04/2011
03/2020
1.29$ 5.19 1.57$ 6.97 1.83$ 10.61 2.47$ 15.81 03/2009
02/2018
3.74$ 5.31 0.00%
10Y 4.15 02/2006
01/2016
1.50$ 5.80 1.75$ 7.53 2.06$ 9.99 2.59$ 14.63 03/2009
02/2019
3.91$ 5.84 0.00%
11Y 5.18 03/2005
02/2016
1.74$ 6.16 1.92$ 7.45 2.20$ 9.33 2.66$ 12.23 03/2009
02/2020
3.55$ 7.12 0.00%
12Y 3.81 04/2008
03/2020
1.56$ 5.66 1.93$ 7.08 2.27$ 9.67 3.02$ 13.72 03/2009
02/2021
4.67$ 7.95 0.00%
13Y 2.26 04/2007
03/2020
1.33$ 5.67 2.04$ 7.36 2.51$ 9.02 3.07$ 13.11 03/2009
02/2022
4.96$ 7.14 0.00%
14Y 2.66 04/2006
03/2020
1.44$ 5.50 2.11$ 6.88 2.53$ 8.52 3.13$ 11.92 03/2009
02/2023
4.84$ 8.45 0.00%
15Y 3.65 04/2005
03/2020
1.71$ 4.91 2.05$ 6.57 2.59$ 7.15 2.81$ 10.22 02/2009
01/2024
4.30$ 10.22 0.00%
16Y 3.92 04/2004
03/2020
1.85$ 5.21 2.25$ 5.93 2.51$ 6.92 2.91$ 7.97 05/2005
04/2021
3.41$ 6.42 0.00%
17Y 4.82 11/2006
10/2023
2.22$ 5.40 2.44$ 6.15 2.75$ 7.49 3.41$ 8.00 05/2004
04/2021
3.70$ 5.40 0.00%
18Y 5.36 11/2005
10/2023
2.56$ 5.61 2.66$ 6.12 2.91$ 6.87 3.30$ 7.14 02/2004
01/2022
3.45$ 5.61 0.00%
19Y 5.75 11/2004
10/2023
2.89$ 5.90 2.97$ 6.22 3.14$ 6.60 3.36$ 6.89 08/2004
07/2023
3.54$ 6.16 0.00%
20Y 6.32 02/2004
01/2024
3.40$ 6.32 3.40$ 6.32 3.40$ 6.32 3.40$ 6.32 02/2004
01/2024
3.40$ 6.32 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 -42.25 03/2008
02/2009
0.57$ -7.03 0.92$ 11.74 1.11$ 27.65 1.27$ 89.17 04/2020
03/2021
1.89$ 0.19 28.04%
2Y -27.98 03/2007
02/2009
0.51$ -0.85 0.98$ 10.94 1.23$ 22.10 1.49$ 46.52 03/2009
02/2011
2.14$ 3.94 16.99%
3Y -16.36 03/2006
02/2009
0.58$ 1.20 1.03$ 10.76 1.35$ 17.72 1.63$ 29.28 03/2009
02/2012
2.16$ 10.16 13.36%
4Y -8.89 03/2005
02/2009
0.68$ 1.53 1.06$ 10.46 1.48$ 16.55 1.84$ 26.04 03/2009
02/2013
2.52$ 9.93 9.79%
5Y -4.83 03/2004
02/2009
0.78$ 2.48 1.13$ 9.63 1.58$ 15.62 2.06$ 26.05 03/2009
02/2014
3.18$ 9.52 4.04%
6Y 0.29 04/2014
03/2020
1.01$ 4.43 1.29$ 9.32 1.70$ 13.69 2.15$ 23.56 03/2009
02/2015
3.55$ 7.32 0.00%
7Y 0.07 03/2002
02/2009
1.00$ 5.78 1.48$ 9.31 1.86$ 13.00 2.35$ 18.04 04/2009
03/2016
3.19$ 7.97 0.00%
8Y 1.11 03/2001
02/2009
1.09$ 6.70 1.68$ 8.64 1.94$ 12.09 2.49$ 19.70 03/2009
02/2017
4.21$ 11.07 0.00%
9Y 4.61 04/2011
03/2020
1.49$ 7.13 1.85$ 8.91 2.15$ 12.06 2.78$ 17.88 03/2009
02/2018
4.39$ 8.61 0.00%
10Y 6.00 02/2006
01/2016
1.79$ 7.71 2.10$ 9.53 2.48$ 11.88 3.07$ 16.65 03/2009
02/2019
4.66$ 8.79 0.00%
11Y 6.60 10/2000
09/2011
2.01$ 8.02 2.33$ 9.48 2.70$ 11.91 3.44$ 14.27 03/2009
02/2020
4.33$ 9.98 0.00%
12Y 5.47 04/2008
03/2020
1.89$ 7.82 2.46$ 9.34 2.91$ 12.16 3.96$ 15.77 03/2009
02/2021
5.79$ 10.75 0.00%
13Y 4.08 04/2007
03/2020
1.68$ 7.86 2.67$ 9.94 3.42$ 11.16 3.95$ 15.67 03/2009
02/2022
6.63$ 9.95 0.00%
14Y 4.56 04/2006
03/2020
1.86$ 8.08 2.96$ 9.62 3.61$ 11.27 4.45$ 14.75 03/2009
02/2023
6.86$ 11.22 0.00%
15Y 5.67 04/2005
03/2020
2.28$ 7.88 3.11$ 9.21 3.74$ 10.87 4.70$ 13.05 02/2009
01/2024
6.29$ 13.05 0.00%
16Y 6.04 04/2004
03/2020
2.55$ 7.84 3.34$ 9.33 4.16$ 10.30 4.80$ 11.72 10/2002
09/2018
5.88$ 8.97 0.00%
17Y 7.45 11/2006
10/2023
3.39$ 8.40 3.94$ 9.41 4.61$ 10.25 5.24$ 10.90 01/2003
12/2019
5.80$ 8.04 0.00%
18Y 6.44 04/2002
03/2020
3.07$ 8.48 4.32$ 9.33 4.98$ 10.48 6.01$ 11.87 04/2003
03/2021
7.53$ 8.22 0.00%
19Y 7.19 04/2001
03/2020
3.74$ 8.53 4.73$ 9.44 5.55$ 10.88 7.11$ 11.74 04/2003
03/2022
8.24$ 8.88 0.00%
20Y 8.23 10/2000
09/2020
4.86$ 8.99 5.59$ 9.95 6.67$ 10.51 7.37$ 11.24 02/2003
01/2023
8.41$ 9.06 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 -42.26 03/2008
02/2009
0.57$ -9.98 0.90$ 9.18 1.09$ 24.26 1.24$ 84.34 04/2020
03/2021
1.84$ -2.83 32.84%
2Y -29.43 03/2007
02/2009
0.49$ -3.82 0.92$ 8.51 1.17$ 19.05 1.41$ 43.45 03/2009
02/2011
2.05$ -0.75 24.32%
3Y -18.14 03/2006
02/2009
0.54$ -0.62 0.98$ 8.40 1.27$ 14.81 1.51$ 26.26 03/2009
02/2012
2.01$ 4.26 15.38%
4Y -11.15 03/2005
02/2009
0.62$ -0.45 0.98$ 7.67 1.34$ 13.87 1.68$ 23.21 03/2009
02/2013
2.30$ 5.12 16.17%
5Y -7.28 03/2004
02/2009
0.68$ 0.21 1.01$ 7.45 1.43$ 13.09 1.84$ 23.51 03/2009
02/2014
2.87$ 5.15 12.11%
6Y -1.19 04/2014
03/2020
0.93$ 2.02 1.12$ 6.92 1.49$ 11.37 1.90$ 21.50 03/2009
02/2015
3.21$ 3.48 0.95%
7Y -2.44 03/2002
02/2009
0.84$ 3.57 1.27$ 6.40 1.54$ 10.81 2.05$ 16.14 04/2009
03/2016
2.84$ 4.33 2.01%
8Y -1.26 03/2001
02/2009
0.90$ 4.10 1.37$ 6.19 1.61$ 10.15 2.16$ 17.66 03/2009
02/2017
3.67$ 7.46 1.07%
9Y 2.92 04/2011
03/2020
1.29$ 4.80 1.52$ 6.51 1.76$ 10.12 2.38$ 15.81 03/2009
02/2018
3.74$ 5.31 0.00%
10Y 4.15 02/2006
01/2016
1.50$ 5.47 1.70$ 7.21 2.00$ 9.78 2.54$ 14.63 03/2009
02/2019
3.91$ 5.84 0.00%
11Y 4.05 10/2000
09/2011
1.54$ 5.93 1.88$ 7.37 2.18$ 9.45 2.69$ 12.23 03/2009
02/2020
3.55$ 7.12 0.00%
12Y 3.81 04/2008
03/2020
1.56$ 5.86 1.98$ 7.16 2.29$ 9.67 3.02$ 13.72 03/2009
02/2021
4.67$ 7.95 0.00%
13Y 2.26 04/2007
03/2020
1.33$ 5.87 2.09$ 7.61 2.59$ 8.79 2.99$ 13.11 03/2009
02/2022
4.96$ 7.14 0.00%
14Y 2.66 04/2006
03/2020
1.44$ 6.03 2.26$ 7.38 2.70$ 8.79 3.25$ 11.92 03/2009
02/2023
4.84$ 8.45 0.00%
15Y 3.65 04/2005
03/2020
1.71$ 5.58 2.25$ 6.92 2.72$ 8.50 3.40$ 10.22 02/2009
01/2024
4.30$ 10.22 0.00%
16Y 3.92 04/2004
03/2020
1.85$ 5.45 2.33$ 7.08 2.98$ 8.04 3.44$ 9.42 10/2002
09/2018
4.22$ 6.42 0.00%
17Y 4.82 11/2006
10/2023
2.22$ 5.83 2.61$ 7.04 3.17$ 7.97 3.68$ 8.62 01/2003
12/2019
4.08$ 5.40 0.00%
18Y 4.28 04/2002
03/2020
2.12$ 5.84 2.77$ 6.91 3.33$ 8.14 4.09$ 9.63 04/2003
03/2021
5.23$ 5.61 0.00%
19Y 5.06 04/2001
03/2020
2.55$ 6.02 3.03$ 7.03 3.63$ 8.40 4.63$ 9.15 04/2003
03/2022
5.27$ 6.16 0.00%
20Y 6.02 11/2003
10/2023
3.21$ 6.36 3.43$ 7.44 4.20$ 7.81 4.50$ 8.51 02/2003
01/2023
5.11$ 6.32 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 +11.74% +89.17%
Apr 2020 - Mar 2021
-42.25%
Mar 2008 - Feb 2009
28.04%
76 out of 271
US Inflation Adjusted +9.18% +84.34%
Apr 2020 - Mar 2021
-42.26%
Mar 2008 - Feb 2009
32.84%
89 out of 271
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 +10.94% +46.52%
Mar 2009 - Feb 2011
-27.98%
Mar 2007 - Feb 2009
16.99%
44 out of 259
US Inflation Adjusted +8.51% +43.45%
Mar 2009 - Feb 2011
-29.43%
Mar 2007 - Feb 2009
24.32%
63 out of 259
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 +10.76% +29.28%
Mar 2009 - Feb 2012
-16.36%
Mar 2006 - Feb 2009
13.36%
33 out of 247
US Inflation Adjusted +8.40% +26.26%
Mar 2009 - Feb 2012
-18.14%
Mar 2006 - Feb 2009
15.38%
38 out of 247
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 +10.46% +26.04%
Mar 2009 - Feb 2013
-8.89%
Mar 2005 - Feb 2009
9.79%
23 out of 235
US Inflation Adjusted +7.67% +23.21%
Mar 2009 - Feb 2013
-11.15%
Mar 2005 - Feb 2009
16.17%
38 out of 235
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 +9.63% +26.05%
Mar 2009 - Feb 2014
-4.83%
Mar 2004 - Feb 2009
4.04%
9 out of 223
US Inflation Adjusted +7.45% +23.51%
Mar 2009 - Feb 2014
-7.28%
Mar 2004 - Feb 2009
12.11%
27 out of 223
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 +9.32% +23.56%
Mar 2009 - Feb 2015
+0.29%
Apr 2014 - Mar 2020
0.00%
0 out of 211
US Inflation Adjusted +6.92% +21.50%
Mar 2009 - Feb 2015
-1.19%
Apr 2014 - Mar 2020
0.95%
2 out of 211
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 +9.31% +18.04%
Apr 2009 - Mar 2016
+0.07%
Mar 2002 - Feb 2009
0.00%
0 out of 199
US Inflation Adjusted +6.40% +16.14%
Apr 2009 - Mar 2016
-2.44%
Mar 2002 - Feb 2009
2.01%
4 out of 199
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 +8.64% +19.70%
Mar 2009 - Feb 2017
+1.11%
Mar 2001 - Feb 2009
0.00%
0 out of 187
US Inflation Adjusted +6.19% +17.66%
Mar 2009 - Feb 2017
-1.26%
Mar 2001 - Feb 2009
1.07%
2 out of 187
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 +8.91% +17.88%
Mar 2009 - Feb 2018
+4.61%
Apr 2011 - Mar 2020
0.00%
0 out of 175
US Inflation Adjusted +6.51% +15.81%
Mar 2009 - Feb 2018
+2.92%
Apr 2011 - Mar 2020
0.00%
0 out of 175
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 +9.53% +16.65%
Mar 2009 - Feb 2019
+6.00%
Feb 2006 - Jan 2016
0.00%
0 out of 163
US Inflation Adjusted +7.21% +14.63%
Mar 2009 - Feb 2019
+4.15%
Feb 2006 - Jan 2016
0.00%
0 out of 163
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 +9.48% +14.27%
Mar 2009 - Feb 2020
+6.60%
Oct 2000 - Sep 2011
0.00%
0 out of 151
US Inflation Adjusted +7.37% +12.23%
Mar 2009 - Feb 2020
+4.05%
Oct 2000 - Sep 2011
0.00%
0 out of 151
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 +9.34% +15.77%
Mar 2009 - Feb 2021
+5.47%
Apr 2008 - Mar 2020
0.00%
0 out of 139
US Inflation Adjusted +7.16% +13.72%
Mar 2009 - Feb 2021
+3.81%
Apr 2008 - Mar 2020
0.00%
0 out of 139
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 +9.94% +15.67%
Mar 2009 - Feb 2022
+4.08%
Apr 2007 - Mar 2020
0.00%
0 out of 127
US Inflation Adjusted +7.61% +13.11%
Mar 2009 - Feb 2022
+2.26%
Apr 2007 - Mar 2020
0.00%
0 out of 127
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 +9.62% +14.75%
Mar 2009 - Feb 2023
+4.56%
Apr 2006 - Mar 2020
0.00%
0 out of 115
US Inflation Adjusted +7.38% +11.92%
Mar 2009 - Feb 2023
+2.66%
Apr 2006 - Mar 2020
0.00%
0 out of 115
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 +9.21% +13.05%
Feb 2009 - Jan 2024
+5.67%
Apr 2005 - Mar 2020
0.00%
0 out of 103
US Inflation Adjusted +6.92% +10.22%
Feb 2009 - Jan 2024
+3.65%
Apr 2005 - Mar 2020
0.00%
0 out of 103
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 +9.33% +11.72%
Oct 2002 - Sep 2018
+6.04%
Apr 2004 - Mar 2020
0.00%
0 out of 91
US Inflation Adjusted +7.08% +9.42%
Oct 2002 - Sep 2018
+3.92%
Apr 2004 - Mar 2020
0.00%
0 out of 91
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 +9.41% +10.90%
Jan 2003 - Dec 2019
+7.45%
Nov 2006 - Oct 2023
0.00%
0 out of 79
US Inflation Adjusted +7.04% +8.62%
Jan 2003 - Dec 2019
+4.82%
Nov 2006 - Oct 2023
0.00%
0 out of 79
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 +9.33% +11.87%
Apr 2003 - Mar 2021
+6.44%
Apr 2002 - Mar 2020
0.00%
0 out of 67
US Inflation Adjusted +6.91% +9.63%
Apr 2003 - Mar 2021
+4.28%
Apr 2002 - Mar 2020
0.00%
0 out of 67
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 +9.44% +11.74%
Apr 2003 - Mar 2022
+7.19%
Apr 2001 - Mar 2020
0.00%
0 out of 55
US Inflation Adjusted +7.03% +9.15%
Apr 2003 - Mar 2022
+5.06%
Apr 2001 - Mar 2020
0.00%
0 out of 55
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 +9.95% +11.24%
Feb 2003 - Jan 2023
+8.23%
Oct 2000 - Sep 2020
0.00%
0 out of 43
US Inflation Adjusted +7.44% +8.51%
Feb 2003 - Jan 2023
+6.02%
Nov 2003 - Oct 2023
0.00%
0 out of 43
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 MidCap 400 Value ETF (IJJ) ETF: Historical Returns page.