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

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

The annualized return of the last 10 years has been 8.91% (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 SMALL-CAP 600 GROWTH (IJT) 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 -42.00 03/2008
02/2009
0.57$ -7.24 0.92$ 11.21 1.11$ 30.07 1.30$ 87.45 04/2020
03/2021
1.87$ 11.74 27.22%
2Y -25.74 03/2007
02/2009
0.55$ -2.85 0.94$ 11.12 1.23$ 21.67 1.48$ 47.18 03/2009
02/2011
2.16$ 1.81 19.29%
3Y -16.38 03/2006
02/2009
0.58$ 1.74 1.05$ 10.64 1.35$ 18.22 1.65$ 32.12 03/2009
02/2012
2.30$ 1.01 12.31%
4Y -9.70 03/2005
02/2009
0.66$ 3.08 1.12$ 10.28 1.47$ 16.07 1.81$ 27.28 03/2009
02/2013
2.62$ 11.08 6.71%
5Y -4.76 03/2004
02/2009
0.78$ 3.61 1.19$ 9.74 1.59$ 15.60 2.06$ 28.37 03/2009
02/2014
3.48$ 7.67 2.99%
6Y 1.92 10/1996
09/2002
1.12$ 4.90 1.33$ 9.27 1.70$ 14.53 2.25$ 24.77 03/2009
02/2015
3.77$ 7.92 0.00%
7Y -0.27 04/2002
03/2009
0.98$ 6.25 1.52$ 9.19 1.85$ 13.54 2.43$ 19.55 04/2009
03/2016
3.48$ 8.52 0.72%
8Y 0.29 03/2001
02/2009
1.02$ 6.82 1.69$ 9.04 1.99$ 13.06 2.67$ 21.08 03/2009
02/2017
4.61$ 11.30 0.00%
9Y -2.49 03/2000
02/2009
0.79$ 7.70 1.94$ 9.23 2.21$ 13.15 3.04$ 20.06 03/2009
02/2018
5.18$ 8.99 0.79%
10Y 2.48 03/2000
02/2010
1.27$ 7.39 2.03$ 9.64 2.50$ 12.85 3.35$ 18.92 03/2009
02/2019
5.65$ 8.91 0.00%
11Y 0.83 03/1998
02/2009
1.09$ 7.03 2.11$ 9.98 2.84$ 12.55 3.66$ 16.52 03/2009
02/2020
5.37$ 10.89 0.00%
12Y 2.74 03/1997
02/2009
1.38$ 6.56 2.14$ 9.90 3.10$ 11.96 3.87$ 18.85 03/2009
02/2021
7.94$ 11.13 0.00%
13Y 2.83 03/1996
02/2009
1.43$ 7.09 2.43$ 10.00 3.45$ 11.76 4.24$ 17.23 03/2009
02/2022
7.89$ 10.77 0.00%
14Y 4.63 03/1995
02/2009
1.88$ 6.74 2.49$ 9.56 3.58$ 11.58 4.63$ 15.28 03/2009
02/2023
7.32$ 12.35 0.00%
15Y 4.14 03/1994
02/2009
1.83$ 7.42 2.92$ 9.25 3.76$ 11.01 4.79$ 15.04 03/2009
02/2024
8.18$ 15.04 0.00%
16Y 6.58 03/2000
02/2016
2.77$ 7.92 3.38$ 9.27 4.12$ 10.96 5.27$ 13.26 10/2002
09/2018
7.33$ 10.22 0.00%
17Y 7.70 10/1994
09/2011
3.52$ 8.50 3.99$ 9.34 4.56$ 10.87 5.77$ 12.19 10/2001
09/2018
7.06$ 9.27 0.00%
18Y 7.71 03/1998
02/2016
3.80$ 8.69 4.48$ 9.41 5.04$ 10.61 6.14$ 13.30 03/2003
02/2021
9.46$ 9.09 0.00%
19Y 8.22 10/1997
09/2016
4.48$ 8.73 4.90$ 9.53 5.64$ 10.84 7.06$ 12.79 01/2003
12/2021
9.84$ 9.33 0.00%
20Y 6.83 04/2000
03/2020
3.74$ 8.86 5.45$ 9.82 6.51$ 10.92 7.94$ 12.02 09/1998
08/2018
9.68$ 9.74 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 -42.01 03/2008
02/2009
0.57$ -10.12 0.89$ 8.82 1.08$ 26.83 1.26$ 82.67 04/2020
03/2021
1.82$ 8.79 30.09%
2Y -27.23 03/2007
02/2009
0.52$ -4.82 0.90$ 8.60 1.17$ 18.73 1.40$ 44.10 03/2009
02/2011
2.07$ -2.42 24.04%
3Y -18.16 03/2006
02/2009
0.54$ -0.99 0.97$ 8.56 1.27$ 15.92 1.55$ 29.03 03/2009
02/2012
2.14$ -4.27 17.23%
4Y -11.93 03/2005
02/2009
0.60$ 0.43 1.01$ 7.67 1.34$ 13.85 1.68$ 24.42 03/2009
02/2013
2.39$ 6.26 14.06%
5Y -7.21 03/2004
02/2009
0.68$ 1.02 1.05$ 7.33 1.42$ 13.63 1.89$ 25.77 03/2009
02/2014
3.14$ 3.43 11.30%
6Y -0.37 10/1996
09/2002
0.97$ 2.39 1.15$ 6.65 1.47$ 12.15 1.99$ 22.69 03/2009
02/2015
3.41$ 4.10 0.69%
7Y -2.72 04/2002
03/2009
0.82$ 3.81 1.29$ 6.45 1.54$ 11.69 2.16$ 17.63 03/2009
02/2016
3.11$ 4.88 1.44%
8Y -2.05 03/2001
02/2009
0.84$ 4.16 1.38$ 6.66 1.67$ 11.23 2.34$ 19.02 03/2009
02/2017
4.02$ 7.66 1.89%
9Y -4.89 03/2000
02/2009
0.63$ 5.06 1.55$ 6.76 1.80$ 11.24 2.60$ 17.95 03/2009
02/2018
4.41$ 5.71 3.16%
10Y -0.08 03/1999
02/2009
0.99$ 4.73 1.58$ 7.39 2.04$ 10.88 2.80$ 16.86 03/2009
02/2019
4.74$ 5.97 0.41%
11Y -1.64 03/1998
02/2009
0.83$ 4.34 1.59$ 7.62 2.24$ 10.04 2.86$ 14.44 03/2009
02/2020
4.41$ 8.06 1.31%
12Y 0.31 03/1997
02/2009
1.03$ 4.06 1.61$ 7.61 2.41$ 9.50 2.97$ 16.74 03/2009
02/2021
6.40$ 8.35 0.00%
13Y 0.35 03/1996
02/2009
1.04$ 4.47 1.76$ 7.64 2.60$ 9.37 3.20$ 14.63 03/2009
02/2022
5.90$ 7.96 0.00%
14Y 2.09 03/1995
02/2009
1.33$ 4.14 1.76$ 7.20 2.64$ 9.31 3.47$ 12.45 03/2009
02/2023
5.16$ 9.54 0.00%
15Y 1.59 03/1994
02/2009
1.26$ 4.84 2.03$ 6.97 2.74$ 8.74 3.51$ 12.20 03/2009
02/2024
5.62$ 12.20 0.00%
16Y 4.08 10/1995
09/2011
1.89$ 5.45 2.33$ 6.84 2.88$ 8.68 3.78$ 10.93 10/2002
09/2018
5.25$ 7.67 0.00%
17Y 5.09 10/1994
09/2011
2.32$ 5.92 2.65$ 6.87 3.09$ 8.58 4.05$ 9.92 10/2001
09/2018
4.98$ 6.63 0.00%
18Y 5.45 03/1998
02/2016
2.59$ 6.22 2.96$ 6.98 3.36$ 8.20 4.12$ 11.05 03/2003
02/2021
6.59$ 6.45 0.00%
19Y 5.95 10/1997
09/2016
2.99$ 6.41 3.25$ 7.16 3.72$ 8.43 4.65$ 10.28 10/2002
09/2021
6.41$ 6.62 0.00%
20Y 4.65 04/2000
03/2020
2.48$ 6.54 3.55$ 7.38 4.15$ 8.27 4.89$ 9.63 09/1998
08/2018
6.28$ 6.99 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 -66.71 07/1931
06/1932
0.33$ -12.44 0.87$ 13.18 1.13$ 35.65 1.35$ 194.46 07/1932
06/1933
2.94$ 11.74 27.62%
2Y -54.67 06/1930
05/1932
0.20$ -4.03 0.92$ 12.21 1.25$ 25.99 1.58$ 86.17 07/1932
06/1934
3.46$ 1.81 22.31%
3Y -46.61 07/1929
06/1932
0.15$ -1.10 0.96$ 11.11 1.37$ 21.38 1.78$ 60.20 07/1932
06/1935
4.11$ 1.01 16.36%
4Y -33.01 06/1928
05/1932
0.20$ 1.03 1.04$ 10.90 1.51$ 19.56 2.04$ 56.80 07/1932
06/1936
6.04$ 11.08 13.05%
5Y -21.81 06/1927
05/1932
0.29$ 2.62 1.13$ 10.87 1.67$ 18.78 2.36$ 45.77 06/1932
05/1937
6.58$ 7.67 11.74%
6Y -15.64 01/1969
12/1974
0.36$ 4.43 1.29$ 10.82 1.85$ 17.36 2.61$ 35.19 01/1975
12/1980
6.10$ 7.92 8.49%
7Y -10.76 01/1968
12/1974
0.45$ 4.52 1.36$ 10.54 2.01$ 16.74 2.95$ 28.39 01/1975
12/1981
5.74$ 8.52 6.09%
8Y -4.64 04/1930
03/1938
0.68$ 5.54 1.53$ 10.41 2.20$ 16.45 3.38$ 27.62 01/1975
12/1982
7.03$ 11.30 4.95%
9Y -6.61 04/1929
03/1938
0.54$ 6.51 1.76$ 10.53 2.46$ 15.24 3.58$ 28.34 10/1974
09/1983
9.44$ 8.99 4.72%
10Y -3.47 09/1929
08/1939
0.70$ 6.30 1.84$ 10.61 2.74$ 15.06 4.06$ 23.05 10/1974
09/1984
7.95$ 8.91 2.67%
11Y -2.76 09/1929
08/1940
0.73$ 5.54 1.80$ 10.76 3.07$ 15.05 4.67$ 22.85 01/1975
12/1985
9.62$ 10.89 1.35%
12Y -2.14 09/1929
08/1941
0.77$ 5.71 1.94$ 10.60 3.35$ 14.87 5.27$ 21.46 10/1974
09/1986
10.30$ 11.13 1.47%
13Y -2.97 09/1929
08/1942
0.67$ 6.45 2.25$ 10.68 3.73$ 14.41 5.75$ 22.12 10/1974
09/1987
13.43$ 10.77 1.48%
14Y -0.98 12/1928
11/1942
0.87$ 6.70 2.48$ 10.57 4.08$ 14.42 6.59$ 22.65 06/1932
05/1946
17.43$ 12.35 1.00%
15Y 0.89 12/1928
11/1943
1.14$ 7.34 2.89$ 10.43 4.42$ 14.26 7.38$ 19.36 07/1932
06/1947
14.22$ 15.04 0.00%
16Y 2.00 01/1959
12/1974
1.37$ 7.53 3.19$ 10.33 4.82$ 14.35 8.54$ 18.66 07/1932
06/1948
15.45$ 10.22 0.00%
17Y 3.91 10/1957
09/1974
1.91$ 7.56 3.45$ 10.31 5.29$ 14.07 9.37$ 18.31 05/1942
04/1959
17.43$ 9.27 0.00%
18Y 3.44 01/1957
12/1974
1.83$ 7.72 3.81$ 10.12 5.66$ 13.97 10.53$ 17.76 06/1932
05/1950
18.97$ 9.09 0.00%
19Y 3.62 09/1929
08/1948
1.96$ 8.11 4.39$ 10.29 6.43$ 13.84 11.73$ 17.78 05/1942
04/1961
22.38$ 9.33 0.00%
20Y 3.54 09/1929
08/1949
2.00$ 7.93 4.60$ 10.17 6.94$ 13.86 13.40$ 17.62 07/1932
06/1952
25.69$ 9.74 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 -63.04 07/1931
06/1932
0.36$ -17.13 0.82$ 9.70 1.09$ 31.66 1.31$ 215.32 07/1932
06/1933
3.15$ 8.79 31.95%
2Y -49.66 06/1930
05/1932
0.25$ -8.12 0.84$ 8.84 1.18$ 21.84 1.48$ 87.55 07/1932
06/1934
3.51$ -2.42 28.52%
3Y -42.38 07/1929
06/1932
0.19$ -4.27 0.87$ 7.93 1.25$ 17.51 1.62$ 59.81 07/1932
06/1935
4.08$ -4.27 22.28%
4Y -29.09 06/1928
05/1932
0.25$ -2.57 0.90$ 7.50 1.33$ 15.59 1.78$ 56.23 07/1932
06/1936
5.95$ 6.26 21.09%
5Y -20.98 10/1969
09/1974
0.30$ -0.81 0.96$ 7.77 1.45$ 15.23 2.03$ 44.32 06/1932
05/1937
6.26$ 3.43 16.89%
6Y -20.77 01/1969
12/1974
0.24$ 1.67 1.10$ 7.60 1.55$ 13.59 2.14$ 29.15 07/1932
06/1938
4.63$ 4.10 11.69%
7Y -16.00 01/1968
12/1974
0.29$ 1.78 1.13$ 7.40 1.64$ 13.02 2.35$ 26.72 06/1932
05/1939
5.24$ 4.88 10.43%
8Y -10.22 12/1968
11/1976
0.42$ 2.41 1.21$ 7.16 1.73$ 12.56 2.57$ 21.99 07/1932
06/1940
4.90$ 7.66 8.59%
9Y -9.59 01/1966
12/1974
0.40$ 2.84 1.28$ 7.14 1.86$ 12.24 2.82$ 19.67 07/1932
06/1941
5.03$ 5.71 8.50%
10Y -6.63 10/1964
09/1974
0.50$ 2.74 1.30$ 7.42 2.04$ 11.54 2.98$ 16.95 06/1949
05/1959
4.78$ 5.97 8.79%
11Y -4.99 01/1964
12/1974
0.56$ 2.64 1.33$ 7.25 2.15$ 11.57 3.33$ 17.66 07/1932
06/1943
5.98$ 8.06 8.41%
12Y -4.02 01/1963
12/1974
0.61$ 1.82 1.24$ 7.20 2.30$ 11.63 3.74$ 17.66 07/1932
06/1944
7.04$ 8.35 9.68%
13Y -5.00 01/1962
12/1974
0.51$ 2.18 1.32$ 7.14 2.45$ 11.48 4.10$ 18.77 06/1932
05/1945
9.36$ 7.96 6.63%
14Y -3.00 01/1961
12/1974
0.65$ 2.77 1.46$ 7.09 2.60$ 11.10 4.36$ 20.05 06/1932
05/1946
12.91$ 9.54 4.70%
15Y -2.69 01/1960
12/1974
0.66$ 2.52 1.45$ 6.97 2.74$ 10.97 4.76$ 15.60 07/1932
06/1947
8.79$ 12.20 2.84%
16Y -1.65 01/1959
12/1974
0.76$ 3.09 1.62$ 7.06 2.97$ 10.38 4.85$ 14.56 06/1932
05/1948
8.79$ 7.67 1.44%
17Y 0.00 10/1968
09/1985
0.99$ 3.23 1.71$ 6.88 3.10$ 10.22 5.23$ 14.29 05/1942
04/1959
9.68$ 6.63 0.10%
18Y -0.12 01/1957
12/1974
0.97$ 3.07 1.72$ 6.87 3.30$ 10.09 5.63$ 14.21 06/1932
05/1950
10.93$ 6.45 0.11%
19Y -0.56 12/1968
11/1987
0.89$ 3.20 1.81$ 6.86 3.52$ 10.11 6.23$ 14.14 07/1949
06/1968
12.33$ 6.62 0.11%
20Y 0.41 12/1968
11/1988
1.08$ 3.29 1.90$ 6.93 3.82$ 9.69 6.35$ 14.23 12/1948
11/1968
14.31$ 6.99 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 +13.18% +194.46%
Jul 1932 - Jun 1933
-66.71%
Jul 1931 - Jun 1932
27.62%
319 out of 1155
US Inflation Adjusted +9.70% +215.32%
Jul 1932 - Jun 1933
-63.04%
Jul 1931 - Jun 1932
31.95%
369 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.21% +86.17%
Jul 1932 - Jun 1934
-54.67%
Jun 1930 - May 1932
22.31%
255 out of 1143
US Inflation Adjusted +8.84% +87.55%
Jul 1932 - Jun 1934
-49.66%
Jun 1930 - May 1932
28.52%
326 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.11% +60.20%
Jul 1932 - Jun 1935
-46.61%
Jul 1929 - Jun 1932
16.36%
185 out of 1131
US Inflation Adjusted +7.93% +59.81%
Jul 1932 - Jun 1935
-42.38%
Jul 1929 - Jun 1932
22.28%
252 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.90% +56.80%
Jul 1932 - Jun 1936
-33.01%
Jun 1928 - May 1932
13.05%
146 out of 1119
US Inflation Adjusted +7.50% +56.23%
Jul 1932 - Jun 1936
-29.09%
Jun 1928 - May 1932
21.09%
236 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)

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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
11.74%
130 out of 1107
US Inflation Adjusted +7.77% +44.32%
Jun 1932 - May 1937
-20.98%
Oct 1969 - Sep 1974
16.89%
187 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.82% +35.19%
Jan 1975 - Dec 1980
-15.64%
Jan 1969 - Dec 1974
8.49%
93 out of 1095
US Inflation Adjusted +7.60% +29.15%
Jul 1932 - Jun 1938
-20.77%
Jan 1969 - Dec 1974
11.69%
128 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.54% +28.39%
Jan 1975 - Dec 1981
-10.76%
Jan 1968 - Dec 1974
6.09%
66 out of 1083
US Inflation Adjusted +7.40% +26.72%
Jun 1932 - May 1939
-16.00%
Jan 1968 - Dec 1974
10.43%
113 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)

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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
4.95%
53 out of 1071
US Inflation Adjusted +7.16% +21.99%
Jul 1932 - Jun 1940
-10.22%
Dec 1968 - Nov 1976
8.59%
92 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.53% +28.34%
Oct 1974 - Sep 1983
-6.61%
Apr 1929 - Mar 1938
4.72%
50 out of 1059
US Inflation Adjusted +7.14% +19.67%
Jul 1932 - Jun 1941
-9.59%
Jan 1966 - Dec 1974
8.50%
90 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.61% +23.05%
Oct 1974 - Sep 1984
-3.47%
Sep 1929 - Aug 1939
2.67%
28 out of 1047
US Inflation Adjusted +7.42% +16.95%
Jun 1949 - May 1959
-6.63%
Oct 1964 - Sep 1974
8.79%
92 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)

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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 1035
US Inflation Adjusted +7.25% +17.66%
Jul 1932 - Jun 1943
-4.99%
Jan 1964 - Dec 1974
8.41%
87 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.60% +21.46%
Oct 1974 - Sep 1986
-2.14%
Sep 1929 - Aug 1941
1.47%
15 out of 1023
US Inflation Adjusted +7.20% +17.66%
Jul 1932 - Jun 1944
-4.02%
Jan 1963 - Dec 1974
9.68%
99 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)

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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 1011
US Inflation Adjusted +7.14% +18.77%
Jun 1932 - May 1945
-5.00%
Jan 1962 - Dec 1974
6.63%
67 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)

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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 999
US Inflation Adjusted +7.09% +20.05%
Jun 1932 - May 1946
-3.00%
Jan 1961 - Dec 1974
4.70%
47 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)

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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 987
US Inflation Adjusted +6.97% +15.60%
Jul 1932 - Jun 1947
-2.69%
Jan 1960 - Dec 1974
2.84%
28 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)

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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 975
US Inflation Adjusted +7.06% +14.56%
Jun 1932 - May 1948
-1.65%
Jan 1959 - Dec 1974
1.44%
14 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.31% +18.31%
May 1942 - Apr 1959
+3.91%
Oct 1957 - Sep 1974
0.00%
0 out of 963
US Inflation Adjusted +6.88% +14.29%
May 1942 - Apr 1959
-0.00%
Oct 1968 - Sep 1985
0.10%
1 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.12% +17.76%
Jun 1932 - May 1950
+3.44%
Jan 1957 - Dec 1974
0.00%
0 out of 951
US Inflation Adjusted +6.87% +14.21%
Jun 1932 - May 1950
-0.12%
Jan 1957 - Dec 1974
0.11%
1 out of 951
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution