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

Data Source: from August 2000 to June 2024 (~24 years)
Consolidated Returns as of 30 June 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 July 2004 - 30 June 2024 (20 Years)

Data Source: 1 August 2000 - 30 June 2024 (~24 years)

Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+11.65%	+89.17% Apr 2020 - Mar 2021	-42.25% Mar 2008 - Feb 2009	27.54% 76 out of 276
US Inflation Adjusted	+9.16%	+84.34% Apr 2020 - Mar 2021	-42.26% Mar 2008 - Feb 2009	32.25% 89 out of 276

1 Year Annualized Rolling Returns

Timeframes ending in every month

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1 Year Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.75%	+46.52% Mar 2009 - Feb 2011	-27.98% Mar 2007 - Feb 2009	16.67% 44 out of 264
US Inflation Adjusted	+8.16%	+43.45% Mar 2009 - Feb 2011	-29.43% Mar 2007 - Feb 2009	24.24% 64 out of 264

2 Years Annualized Rolling Returns

Timeframes ending in every month

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2 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.55%	+29.28% Mar 2009 - Feb 2012	-16.36% Mar 2006 - Feb 2009	13.10% 33 out of 252
US Inflation Adjusted	+8.19%	+26.26% Mar 2009 - Feb 2012	-18.14% Mar 2006 - Feb 2009	16.27% 41 out of 252

3 Years Annualized Rolling Returns

Timeframes ending in every month

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3 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.54%	+26.04% Mar 2009 - Feb 2013	-8.89% Mar 2005 - Feb 2009	9.58% 23 out of 240
US Inflation Adjusted	+7.79%	+23.21% Mar 2009 - Feb 2013	-11.15% Mar 2005 - Feb 2009	15.83% 38 out of 240

4 Years Annualized Rolling Returns

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4 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.54%	+26.05% Mar 2009 - Feb 2014	-4.83% Mar 2004 - Feb 2009	3.95% 9 out of 228
US Inflation Adjusted	+7.07%	+23.51% Mar 2009 - Feb 2014	-7.28% Mar 2004 - Feb 2009	11.84% 27 out of 228

5 Years Annualized Rolling Returns

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5 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.27%	+23.56% Mar 2009 - Feb 2015	+0.29% Apr 2014 - Mar 2020	0.00% 0 out of 216
US Inflation Adjusted	+6.70%	+21.50% Mar 2009 - Feb 2015	-1.19% Apr 2014 - Mar 2020	0.93% 2 out of 216

6 Years Annualized Rolling Returns

Timeframes ending in every month

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6 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.12%	+18.04% Apr 2009 - Mar 2016	+0.07% Mar 2002 - Feb 2009	0.00% 0 out of 204
US Inflation Adjusted	+6.22%	+16.14% Apr 2009 - Mar 2016	-2.44% Mar 2002 - Feb 2009	1.96% 4 out of 204

7 Years Annualized Rolling Returns

Timeframes ending in every month

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7 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.68%	+19.70% Mar 2009 - Feb 2017	+1.11% Mar 2001 - Feb 2009	0.00% 0 out of 192
US Inflation Adjusted	+6.17%	+17.66% Mar 2009 - Feb 2017	-1.26% Mar 2001 - Feb 2009	1.04% 2 out of 192

8 Years Annualized Rolling Returns

Timeframes ending in every month

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8 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.89%	+17.88% Mar 2009 - Feb 2018	+4.61% Apr 2011 - Mar 2020	0.00% 0 out of 180
US Inflation Adjusted	+6.39%	+15.81% Mar 2009 - Feb 2018	+2.92% Apr 2011 - Mar 2020	0.00% 0 out of 180

9 Years Annualized Rolling Returns

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9 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.50%	+16.65% Mar 2009 - Feb 2019	+6.00% Feb 2006 - Jan 2016	0.00% 0 out of 168
US Inflation Adjusted	+7.13%	+14.63% Mar 2009 - Feb 2019	+4.15% Feb 2006 - Jan 2016	0.00% 0 out of 168

10 Years Annualized Rolling Returns

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10 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.58%	+14.27% Mar 2009 - Feb 2020	+6.60% Oct 2000 - Sep 2011	0.00% 0 out of 156
US Inflation Adjusted	+7.22%	+12.23% Mar 2009 - Feb 2020	+4.05% Oct 2000 - Sep 2011	0.00% 0 out of 156

11 Years Annualized Rolling Returns

Timeframes ending in every month

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11 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.48%	+15.77% Mar 2009 - Feb 2021	+5.47% Apr 2008 - Mar 2020	0.00% 0 out of 144
US Inflation Adjusted	+7.22%	+13.72% Mar 2009 - Feb 2021	+3.81% Apr 2008 - Mar 2020	0.00% 0 out of 144

12 Years Annualized Rolling Returns

Timeframes ending in every month

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12 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.91%	+15.67% Mar 2009 - Feb 2022	+4.08% Apr 2007 - Mar 2020	0.00% 0 out of 132
US Inflation Adjusted	+7.49%	+13.11% Mar 2009 - Feb 2022	+2.26% Apr 2007 - Mar 2020	0.00% 0 out of 132

13 Years Annualized Rolling Returns

Timeframes ending in every month

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13 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.69%	+14.75% Mar 2009 - Feb 2023	+4.56% Apr 2006 - Mar 2020	0.00% 0 out of 120
US Inflation Adjusted	+7.38%	+11.92% Mar 2009 - Feb 2023	+2.66% Apr 2006 - Mar 2020	0.00% 0 out of 120

14 Years Annualized Rolling Returns

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14 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.28%	+14.07% Mar 2009 - Feb 2024	+5.67% Apr 2005 - Mar 2020	0.00% 0 out of 108
US Inflation Adjusted	+6.99%	+11.22% Mar 2009 - Feb 2024	+3.65% Apr 2005 - Mar 2020	0.00% 0 out of 108

15 Years Annualized Rolling Returns

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15 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.32%	+11.72% Oct 2002 - Sep 2018	+6.04% Apr 2004 - Mar 2020	0.00% 0 out of 96
US Inflation Adjusted	+7.03%	+9.42% Oct 2002 - Sep 2018	+3.92% Apr 2004 - Mar 2020	0.00% 0 out of 96

16 Years Annualized Rolling Returns

Timeframes ending in every month

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16 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.29%	+10.90% Jan 2003 - Dec 2019	+7.45% Nov 2006 - Oct 2023	0.00% 0 out of 84
US Inflation Adjusted	+6.87%	+8.62% Jan 2003 - Dec 2019	+4.82% Nov 2006 - Oct 2023	0.00% 0 out of 84

17 Years Annualized Rolling Returns

Timeframes ending in every month

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17 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.29%	+11.87% Apr 2003 - Mar 2021	+6.44% Apr 2002 - Mar 2020	0.00% 0 out of 72
US Inflation Adjusted	+6.86%	+9.63% Apr 2003 - Mar 2021	+4.28% Apr 2002 - Mar 2020	0.00% 0 out of 72

18 Years Annualized Rolling Returns

Timeframes ending in every month

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18 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.32%	+11.74% Apr 2003 - Mar 2022	+7.19% Apr 2001 - Mar 2020	0.00% 0 out of 60
US Inflation Adjusted	+6.83%	+9.15% Apr 2003 - Mar 2022	+5.06% Apr 2001 - Mar 2020	0.00% 0 out of 60

19 Years Annualized Rolling Returns

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19 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 20 Years (240 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.79%	+11.24% Feb 2003 - Jan 2023	+8.23% Oct 2000 - Sep 2020	0.00% 0 out of 48
US Inflation Adjusted	+7.40%	+8.51% Feb 2003 - Jan 2023	+6.02% Nov 2003 - Oct 2023	0.00% 0 out of 48

20 Years Annualized Rolling Returns

Timeframes ending in every month

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20 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares S&P MidCap 400 Value ETF (IJJ) ETF: Historical Returns page.