iShares S&P Small-Cap 600 Growth (IJT): Rolling Returns

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Period: January 1927 - May 2025 (~98 years)
Currency: USD
Inflation: US
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When holding the iShares S&P Small-Cap 600 Growth (IJT) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~98 years), the longest duration with a negative return was 171 months (from September 1929 to November 1943).

This indicates that, within the same timeframe, any rolling period of 172 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.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

ISHARES S&P SMALL-CAP 600 GROWTH (IJT) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1927 - 31 May 2025 (~98 years)

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As of May 31, 2025, the annualized return of the previous 10 years has been 8.15%.

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 SMALL-CAP 600 GROWTH (IJT) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1927 - 31 May 2025 (~98 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 SMALL-CAP 600 GROWTH (IJT) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1927 - 31 May 2025 (~98 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-66.71%
Jul 1931 - Jun 1932
+13.25% +194.46%
Jul 1932 - Jun 1933
27.52%
322 out of 1170
-63.04%
Jul 1931 - Jun 1932
+9.72% +215.32%
Jul 1932 - Jun 1933
31.79%
372 out of 1170
-54.67%
Jun 1930 - May 1932
+12.05% +86.17%
Jul 1932 - Jun 1934
22.02%
255 out of 1158
-49.66%
Jun 1930 - May 1932
+8.82% +87.55%
Jul 1932 - Jun 1934
28.24%
327 out of 1158
-46.61%
Jul 1929 - Jun 1932
+11.01% +60.20%
Jul 1932 - Jun 1935
16.32%
187 out of 1146
-42.38%
Jul 1929 - Jun 1932
+7.76% +59.81%
Jul 1932 - Jun 1935
23.04%
264 out of 1146
-33.01%
Jun 1928 - May 1932
+10.90% +56.80%
Jul 1932 - Jun 1936
12.96%
147 out of 1134
-29.09%
Jun 1928 - May 1932
+7.42% +56.23%
Jul 1932 - Jun 1936
21.25%
241 out of 1134
-21.81%
Jun 1927 - May 1932
+10.76% +45.77%
Jun 1932 - May 1937
11.59%
130 out of 1122
-20.98%
Oct 1969 - Sep 1974
+7.61% +44.32%
Jun 1932 - May 1937
16.67%
187 out of 1122
-15.64%
Jan 1969 - Dec 1974
+10.74% +35.19%
Jan 1975 - Dec 1980
8.38%
93 out of 1110
-20.77%
Jan 1969 - Dec 1974
+7.51% +29.15%
Jul 1932 - Jun 1938
11.53%
128 out of 1110
-10.76%
Jan 1968 - Dec 1974
+10.44% +28.39%
Jan 1975 - Dec 1981
6.01%
66 out of 1098
-16.00%
Jan 1968 - Dec 1974
+7.25% +26.72%
Jun 1932 - May 1939
10.29%
113 out of 1098
-4.64%
Apr 1930 - Mar 1938
+10.36% +27.62%
Jan 1975 - Dec 1982
4.88%
53 out of 1086
-10.22%
Dec 1968 - Nov 1976
+7.13% +21.99%
Jul 1932 - Jun 1940
8.47%
92 out of 1086
-6.61%
Apr 1929 - Mar 1938
+10.48% +28.34%
Oct 1974 - Sep 1983
4.66%
50 out of 1074
-9.59%
Jan 1966 - Dec 1974
+7.13% +19.67%
Jul 1932 - Jun 1941
8.38%
90 out of 1074
-3.47%
Sep 1929 - Aug 1939
+10.57% +23.05%
Oct 1974 - Sep 1984
2.64%
28 out of 1062
-6.63%
Oct 1964 - Sep 1974
+7.39% +16.95%
Jun 1949 - May 1959
8.66%
92 out of 1062
-2.76%
Sep 1929 - Aug 1940
+10.72% +22.85%
Jan 1975 - Dec 1985
1.33%
14 out of 1050
-4.99%
Jan 1964 - Dec 1974
+7.23% +17.66%
Jul 1932 - Jun 1943
8.29%
87 out of 1050
-2.14%
Sep 1929 - Aug 1941
+10.67% +21.46%
Oct 1974 - Sep 1986
1.45%
15 out of 1038
-4.02%
Jan 1963 - Dec 1974
+7.22% +17.66%
Jul 1932 - Jun 1944
9.54%
99 out of 1038
-2.97%
Sep 1929 - Aug 1942
+10.69% +22.12%
Oct 1974 - Sep 1987
1.46%
15 out of 1026
-5.00%
Jan 1962 - Dec 1974
+7.19% +18.77%
Jun 1932 - May 1945
6.53%
67 out of 1026
-0.98%
Dec 1928 - Nov 1942
+10.58% +22.65%
Jun 1932 - May 1946
0.99%
10 out of 1014
-3.00%
Jan 1961 - Dec 1974
+7.11% +20.05%
Jun 1932 - May 1946
4.64%
47 out of 1014
+0.89%
Dec 1928 - Nov 1943
+10.47% +19.36%
Jul 1932 - Jun 1947
0.00%
0 out of 1002
-2.69%
Jan 1960 - Dec 1974
+7.02% +15.60%
Jul 1932 - Jun 1947
2.79%
28 out of 1002
+2.00%
Jan 1959 - Dec 1974
+10.35% +18.66%
Jul 1932 - Jun 1948
0.00%
0 out of 990
-1.65%
Jan 1959 - Dec 1974
+7.10% +14.56%
Jun 1932 - May 1948
1.41%
14 out of 990
+3.91%
Oct 1957 - Sep 1974
+10.25% +18.31%
May 1942 - Apr 1959
0.00%
0 out of 978
-0.00%
Oct 1968 - Sep 1985
+6.88% +14.29%
May 1942 - Apr 1959
0.10%
1 out of 978
+3.44%
Jan 1957 - Dec 1974
+10.06% +17.76%
Jun 1932 - May 1950
0.00%
0 out of 966
-0.12%
Jan 1957 - Dec 1974
+6.85% +14.21%
Jun 1932 - May 1950
0.10%
1 out of 966
+3.62%
Sep 1929 - Aug 1948
+10.23% +17.78%
May 1942 - Apr 1961
0.00%
0 out of 954
-0.56%
Dec 1968 - Nov 1987
+6.86% +14.14%
Jul 1949 - Jun 1968
0.10%
1 out of 954
+3.54%
Sep 1929 - Aug 1949
+10.16% +17.62%
Jul 1932 - Jun 1952
0.00%
0 out of 942
+0.41%
Dec 1968 - Nov 1988
+6.93% +14.23%
Dec 1948 - Nov 1968
0.00%
0 out of 942
+6.03%
Jan 1929 - Dec 1953
+10.19% +17.38%
Jul 1932 - Jun 1957
0.00%
0 out of 882
+1.79%
Nov 1965 - Oct 1990
+6.71% +14.07%
Jun 1932 - May 1957
0.00%
0 out of 882
+7.85%
Sep 1968 - Aug 1998
+10.26% +16.20%
Jun 1932 - May 1962
0.00%
0 out of 822
+2.46%
Sep 1968 - Aug 1998
+6.69% +13.18%
Jun 1932 - May 1962
0.00%
0 out of 822
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