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

Data Source: from January 1927 to April 2024 (~97 years)
Consolidated Returns as of 30 April 2024

Holding the iShares S&P Small-Cap 600 Growth (IJT) 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 171 months (from September 1929 to November 1943).

This means that every rolling period of 172 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P Small-Cap 600 Growth (IJT) 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 SMALL-CAP 600 GROWTH (IJT) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 9.09% (updated at Apr 30, 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 SMALL-CAP 600 GROWTH (IJT) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1927 - 30 April 2024 (~97 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +13.25% +194.46%
Jul 1932 - Jun 1933
-66.71%
Jul 1931 - Jun 1932
27.57%
319 out of 1157
US Inflation Adjusted +9.72% +215.32%
Jul 1932 - Jun 1933
-63.04%
Jul 1931 - Jun 1932
31.89%
369 out of 1157
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 +12.19% +86.17%
Jul 1932 - Jun 1934
-54.67%
Jun 1930 - May 1932
22.27%
255 out of 1145
US Inflation Adjusted +8.84% +87.55%
Jul 1932 - Jun 1934
-49.66%
Jun 1930 - May 1932
28.56%
327 out of 1145
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 +11.10% +60.20%
Jul 1932 - Jun 1935
-46.61%
Jul 1929 - Jun 1932
16.42%
186 out of 1133
US Inflation Adjusted +7.91% +59.81%
Jul 1932 - Jun 1935
-42.38%
Jul 1929 - Jun 1932
22.42%
254 out of 1133
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 +10.93% +56.80%
Jul 1932 - Jun 1936
-33.01%
Jun 1928 - May 1932
13.02%
146 out of 1121
US Inflation Adjusted +7.51% +56.23%
Jul 1932 - Jun 1936
-29.09%
Jun 1928 - May 1932
21.05%
236 out of 1121
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 +10.87% +45.77%
Jun 1932 - May 1937
-21.81%
Jun 1927 - May 1932
11.72%
130 out of 1109
US Inflation Adjusted +7.73% +44.32%
Jun 1932 - May 1937
-20.98%
Oct 1969 - Sep 1974
16.86%
187 out of 1109
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 +10.81% +35.19%
Jan 1975 - Dec 1980
-15.64%
Jan 1969 - Dec 1974
8.48%
93 out of 1097
US Inflation Adjusted +7.55% +29.15%
Jul 1932 - Jun 1938
-20.77%
Jan 1969 - Dec 1974
11.67%
128 out of 1097
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 +10.53% +28.39%
Jan 1975 - Dec 1981
-10.76%
Jan 1968 - Dec 1974
6.08%
66 out of 1085
US Inflation Adjusted +7.37% +26.72%
Jun 1932 - May 1939
-16.00%
Jan 1968 - Dec 1974
10.41%
113 out of 1085
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 +10.41% +27.62%
Jan 1975 - Dec 1982
-4.64%
Apr 1930 - Mar 1938
4.94%
53 out of 1073
US Inflation Adjusted +7.16% +21.99%
Jul 1932 - Jun 1940
-10.22%
Dec 1968 - Nov 1976
8.57%
92 out of 1073
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 +10.51% +28.34%
Oct 1974 - Sep 1983
-6.61%
Apr 1929 - Mar 1938
4.71%
50 out of 1061
US Inflation Adjusted +7.14% +19.67%
Jul 1932 - Jun 1941
-9.59%
Jan 1966 - Dec 1974
8.48%
90 out of 1061
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 +10.59% +23.05%
Oct 1974 - Sep 1984
-3.47%
Sep 1929 - Aug 1939
2.67%
28 out of 1049
US Inflation Adjusted +7.39% +16.95%
Jun 1949 - May 1959
-6.63%
Oct 1964 - Sep 1974
8.77%
92 out of 1049
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 +10.76% +22.85%
Jan 1975 - Dec 1985
-2.76%
Sep 1929 - Aug 1940
1.35%
14 out of 1037
US Inflation Adjusted +7.25% +17.66%
Jul 1932 - Jun 1943
-4.99%
Jan 1964 - Dec 1974
8.39%
87 out of 1037
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 +10.66% +21.46%
Oct 1974 - Sep 1986
-2.14%
Sep 1929 - Aug 1941
1.46%
15 out of 1025
US Inflation Adjusted +7.21% +17.66%
Jul 1932 - Jun 1944
-4.02%
Jan 1963 - Dec 1974
9.66%
99 out of 1025
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 +10.68% +22.12%
Oct 1974 - Sep 1987
-2.97%
Sep 1929 - Aug 1942
1.48%
15 out of 1013
US Inflation Adjusted +7.14% +18.77%
Jun 1932 - May 1945
-5.00%
Jan 1962 - Dec 1974
6.61%
67 out of 1013
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 +10.57% +22.65%
Jun 1932 - May 1946
-0.98%
Dec 1928 - Nov 1942
1.00%
10 out of 1001
US Inflation Adjusted +7.09% +20.05%
Jun 1932 - May 1946
-3.00%
Jan 1961 - Dec 1974
4.70%
47 out of 1001
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 +10.43% +19.36%
Jul 1932 - Jun 1947
+0.89%
Dec 1928 - Nov 1943
0.00%
0 out of 989
US Inflation Adjusted +6.99% +15.60%
Jul 1932 - Jun 1947
-2.69%
Jan 1960 - Dec 1974
2.83%
28 out of 989
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 +10.33% +18.66%
Jul 1932 - Jun 1948
+2.00%
Jan 1959 - Dec 1974
0.00%
0 out of 977
US Inflation Adjusted +7.06% +14.56%
Jun 1932 - May 1948
-1.65%
Jan 1959 - Dec 1974
1.43%
14 out of 977
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 +10.30% +18.31%
May 1942 - Apr 1959
+3.91%
Oct 1957 - Sep 1974
0.00%
0 out of 965
US Inflation Adjusted +6.88% +14.29%
May 1942 - Apr 1959
-0.00%
Oct 1968 - Sep 1985
0.10%
1 out of 965
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 +10.09% +17.76%
Jun 1932 - May 1950
+3.44%
Jan 1957 - Dec 1974
0.00%
0 out of 953
US Inflation Adjusted +6.86% +14.21%
Jun 1932 - May 1950
-0.12%
Jan 1957 - Dec 1974
0.10%
1 out of 953
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 +10.28% +17.78%
May 1942 - Apr 1961
+3.62%
Sep 1929 - Aug 1948
0.00%
0 out of 941
US Inflation Adjusted +6.86% +14.14%
Jul 1949 - Jun 1968
-0.56%
Dec 1968 - Nov 1987
0.11%
1 out of 941
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution