iShares S&P Small-Cap 600 Value (IJS): Rolling Returns

Data Source: from January 1927 to January 2024 (~97 years)
Consolidated Returns as of 31 January 2024

Holding the iShares S&P Small-Cap 600 Value (IJS) 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 177 months (from August 1927 to April 1942).

This means that every rolling period of 178 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares S&P Small-Cap 600 Value (IJS) 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 VALUE (IJS) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 7.77% (updated at Jan 31, 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 VALUE (IJS) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1927 - 31 January 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 -43.03 03/2008
02/2009
0.56$ -8.57 0.91$ 12.14 1.12$ 29.94 1.29$ 104.15 04/2020
03/2021
2.04$ -3.13 26.93%
2Y -29.77 03/2007
02/2009
0.49$ -2.02 0.96$ 12.93 1.27$ 23.72 1.53$ 45.58 03/2009
02/2011
2.11$ 0.29 19.29%
3Y -18.25 03/2006
02/2009
0.54$ 3.65 1.11$ 11.17 1.37$ 18.47 1.66$ 31.22 04/2003
03/2006
2.25$ 5.71 10.77%
4Y -10.76 03/2005
02/2009
0.63$ 2.39 1.09$ 10.85 1.50$ 16.75 1.85$ 26.22 03/2009
02/2013
2.53$ 8.28 10.54%
5Y -5.86 03/2004
02/2009
0.73$ 2.45 1.12$ 11.54 1.72$ 15.42 2.04$ 27.24 03/2009
02/2014
3.33$ 7.33 4.98%
6Y -0.55 04/2014
03/2020
0.96$ 4.06 1.26$ 10.71 1.84$ 14.84 2.29$ 23.57 03/2009
02/2015
3.56$ 5.45 0.35%
7Y -1.42 04/2002
03/2009
0.90$ 6.00 1.50$ 10.11 1.96$ 14.50 2.58$ 18.25 04/2009
03/2016
3.23$ 6.66 0.72%
8Y 0.07 03/2001
02/2009
1.00$ 6.41 1.64$ 9.98 2.14$ 13.37 2.72$ 20.16 03/2009
02/2017
4.34$ 10.13 0.00%
9Y 2.75 03/2000
02/2009
1.27$ 6.81 1.80$ 9.67 2.29$ 13.26 3.06$ 18.76 03/2009
02/2018
4.70$ 8.02 0.00%
10Y 3.72 03/1999
02/2009
1.44$ 6.96 1.95$ 9.58 2.49$ 13.47 3.53$ 17.29 03/2009
02/2019
4.92$ 7.77 0.00%
11Y 1.68 03/1998
02/2009
1.20$ 7.50 2.21$ 9.47 2.70$ 13.43 4.00$ 15.71 02/1995
01/2006
4.97$ 9.44 0.00%
12Y 4.38 03/1997
02/2009
1.67$ 7.20 2.30$ 9.02 2.81$ 12.89 4.28$ 16.61 03/2009
02/2021
6.31$ 9.93 0.00%
13Y 3.67 04/2007
03/2020
1.59$ 7.43 2.53$ 9.46 3.24$ 11.57 4.15$ 15.95 03/2009
02/2022
6.85$ 9.65 0.00%
14Y 3.88 04/2006
03/2020
1.70$ 7.63 2.79$ 9.29 3.46$ 10.90 4.25$ 14.72 03/2009
02/2023
6.83$ 10.85 0.00%
15Y 5.15 04/2005
03/2020
2.12$ 7.80 3.08$ 9.11 3.69$ 10.48 4.46$ 12.51 02/2009
01/2024
5.85$ 12.51 0.00%
16Y 5.55 04/2004
03/2020
2.37$ 7.89 3.37$ 9.42 4.22$ 10.45 4.90$ 11.90 10/2002
09/2018
6.04$ 8.54 0.00%
17Y 6.58 11/2006
10/2023
2.95$ 8.20 3.82$ 9.71 4.83$ 10.58 5.52$ 11.14 05/1994
04/2011
6.02$ 7.26 0.00%
18Y 5.78 04/2002
03/2020
2.74$ 8.32 4.21$ 10.10 5.65$ 10.95 6.49$ 12.13 04/2003
03/2021
7.85$ 7.52 0.00%
19Y 6.75 04/2001
03/2020
3.45$ 8.62 4.80$ 9.91 6.02$ 11.18 7.49$ 12.33 12/1994
11/2013
9.10$ 8.11 0.00%
20Y 7.20 04/2000
03/2020
4.01$ 8.91 5.51$ 9.91 6.62$ 11.23 8.39$ 12.03 01/1995
12/2014
9.69$ 8.49 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 -43.04 03/2008
02/2009
0.56$ -11.53 0.88$ 9.40 1.09$ 26.10 1.26$ 98.94 04/2020
03/2021
1.98$ -6.05 30.09%
2Y -31.19 03/2007
02/2009
0.47$ -3.97 0.92$ 10.20 1.21$ 20.99 1.46$ 42.53 03/2009
02/2011
2.03$ -4.23 23.15%
3Y -19.99 03/2006
02/2009
0.51$ 0.80 1.02$ 8.95 1.29$ 15.99 1.56$ 27.95 04/1995
03/1998
2.09$ 0.05 13.85%
4Y -12.97 03/2005
02/2009
0.57$ -0.07 0.99$ 8.66 1.39$ 14.45 1.71$ 23.39 03/2009
02/2013
2.31$ 3.54 15.02%
5Y -8.29 03/2004
02/2009
0.64$ -0.10 0.99$ 8.97 1.53$ 13.04 1.84$ 24.67 03/2009
02/2014
3.01$ 3.04 14.95%
6Y -2.03 04/2014
03/2020
0.88$ 1.73 1.10$ 8.44 1.62$ 12.26 2.00$ 21.51 03/2009
02/2015
3.21$ 1.68 2.08%
7Y -3.84 04/2002
03/2009
0.76$ 3.48 1.27$ 7.66 1.67$ 11.93 2.20$ 16.35 04/2009
03/2016
2.88$ 3.07 2.17%
8Y -2.27 03/2001
02/2009
0.83$ 3.81 1.34$ 7.34 1.76$ 10.77 2.26$ 18.12 03/2009
02/2017
3.78$ 6.54 1.13%
9Y 0.22 03/2000
02/2009
1.02$ 4.39 1.47$ 7.15 1.86$ 10.99 2.55$ 16.67 03/2009
02/2018
4.00$ 4.75 0.00%
10Y 1.10 03/1999
02/2009
1.11$ 4.51 1.55$ 7.06 1.97$ 10.95 2.82$ 15.25 03/2009
02/2019
4.13$ 4.85 0.00%
11Y -0.81 03/1998
02/2009
0.91$ 4.97 1.70$ 7.18 2.14$ 10.69 3.05$ 12.79 02/1995
01/2006
3.75$ 6.59 0.87%
12Y 1.92 03/1997
02/2009
1.25$ 5.25 1.84$ 6.77 2.19$ 10.36 3.26$ 14.54 03/2009
02/2021
5.09$ 7.15 0.00%
13Y 1.86 04/2007
03/2020
1.27$ 5.08 1.90$ 7.08 2.43$ 9.26 3.16$ 13.39 03/2009
02/2022
5.12$ 6.85 0.00%
14Y 1.99 04/2006
03/2020
1.31$ 5.46 2.10$ 6.94 2.55$ 8.39 3.08$ 11.89 03/2009
02/2023
4.82$ 8.08 0.00%
15Y 3.13 04/2005
03/2020
1.58$ 5.38 2.19$ 6.80 2.68$ 8.07 3.20$ 9.92 04/2003
03/2018
4.13$ 9.70 0.00%
16Y 3.45 04/2004
03/2020
1.71$ 5.47 2.34$ 7.02 2.96$ 7.91 3.38$ 9.60 10/2002
09/2018
4.33$ 6.00 0.00%
17Y 3.97 11/2006
10/2023
1.93$ 5.89 2.64$ 7.34 3.33$ 8.14 3.78$ 8.79 10/2001
09/2018
4.18$ 4.64 0.00%
18Y 3.63 04/2002
03/2020
1.90$ 5.75 2.73$ 7.61 3.74$ 8.46 4.31$ 9.88 04/2003
03/2021
5.45$ 4.92 0.00%
19Y 4.62 04/2001
03/2020
2.35$ 6.12 3.09$ 7.61 4.02$ 8.66 4.84$ 9.72 12/1994
11/2013
5.82$ 5.41 0.00%
20Y 5.01 04/2000
03/2020
2.65$ 6.52 3.53$ 7.51 4.25$ 8.61 5.22$ 9.52 01/1995
12/2014
6.15$ 5.77 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 -69.93 07/1931
06/1932
0.30$ -8.11 0.91$ 15.89 1.15$ 38.89 1.38$ 211.23 07/1932
06/1933
3.11$ -3.13 27.30%
2Y -60.12 06/1930
05/1932
0.15$ -2.11 0.95$ 14.93 1.32$ 31.14 1.71$ 87.03 07/1932
06/1934
3.49$ 0.29 17.86%
3Y -49.09 07/1929
06/1932
0.13$ 1.19 1.03$ 14.28 1.49$ 26.73 2.03$ 57.02 07/1932
06/1935
3.87$ 5.71 13.01%
4Y -35.60 06/1928
05/1932
0.17$ 2.31 1.09$ 14.46 1.71$ 23.97 2.36$ 58.99 07/1932
06/1936
6.39$ 8.28 11.54%
5Y -25.77 06/1927
05/1932
0.22$ 3.74 1.20$ 14.15 1.93$ 23.42 2.86$ 49.56 06/1932
05/1937
7.48$ 7.33 9.31%
6Y -15.31 03/1927
02/1933
0.36$ 4.86 1.32$ 13.81 2.17$ 23.25 3.50$ 34.59 06/1940
05/1946
5.94$ 5.45 6.49%
7Y -7.75 04/1928
03/1935
0.56$ 5.98 1.50$ 14.07 2.51$ 21.78 3.97$ 30.95 01/1975
12/1981
6.60$ 6.66 4.25%
8Y -6.90 04/1930
03/1938
0.56$ 6.82 1.69$ 14.14 2.88$ 20.58 4.46$ 31.67 01/1975
12/1982
9.03$ 10.13 2.52%
9Y -7.04 04/1929
03/1938
0.51$ 7.51 1.91$ 14.37 3.34$ 19.01 4.78$ 32.85 01/1975
12/1983
12.88$ 8.02 1.89%
10Y -5.61 09/1929
08/1939
0.56$ 8.16 2.19$ 14.46 3.86$ 19.31 5.84$ 29.84 01/1975
12/1984
13.61$ 7.77 3.25%
11Y -5.03 09/1929
08/1940
0.56$ 8.66 2.49$ 14.23 4.32$ 19.50 7.09$ 30.52 01/1975
12/1985
18.72$ 9.44 2.90%
12Y -3.78 09/1929
08/1941
0.62$ 8.71 2.72$ 14.70 5.18$ 19.38 8.37$ 29.09 10/1974
09/1986
21.41$ 9.93 3.03%
13Y -3.85 09/1929
08/1942
0.60$ 9.10 3.10$ 14.67 5.92$ 19.23 9.84$ 28.89 10/1974
09/1987
27.09$ 9.65 2.57%
14Y -1.76 05/1928
04/1942
0.78$ 9.19 3.42$ 14.71 6.83$ 19.35 11.90$ 26.40 01/1975
12/1988
26.56$ 10.85 1.50%
15Y 0.44 09/1927
08/1942
1.06$ 9.17 3.73$ 14.52 7.64$ 19.43 14.34$ 26.31 10/1974
09/1989
33.22$ 12.51 0.00%
16Y 2.72 01/1927
12/1942
1.53$ 9.46 4.24$ 14.70 8.96$ 19.26 16.75$ 22.51 07/1974
06/1990
25.73$ 8.54 0.00%
17Y 5.30 10/1929
09/1946
2.40$ 9.88 4.96$ 15.04 10.82$ 18.93 19.06$ 23.59 01/1975
12/1991
36.64$ 7.26 0.00%
18Y 5.01 09/1929
08/1947
2.40$ 10.16 5.71$ 14.88 12.14$ 18.76 22.07$ 23.85 01/1975
12/1992
46.98$ 7.52 0.00%
19Y 5.00 09/1929
08/1948
2.52$ 10.22 6.35$ 14.80 13.78$ 18.70 25.97$ 23.70 01/1975
12/1993
56.90$ 8.11 0.00%
20Y 4.74 09/1929
08/1949
2.52$ 10.30 7.10$ 14.88 16.02$ 18.29 28.76$ 22.53 10/1974
09/1994
58.21$ 8.49 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 -66.62 07/1931
06/1932
0.33$ -12.25 0.87$ 11.70 1.11$ 35.59 1.35$ 233.29 07/1932
06/1933
3.33$ -6.05 31.02%
2Y -55.70 06/1930
05/1932
0.19$ -5.32 0.89$ 11.13 1.23$ 26.52 1.60$ 88.42 07/1932
06/1934
3.55$ -4.23 24.17%
3Y -45.05 07/1929
06/1932
0.16$ -1.90 0.94$ 10.93 1.36$ 21.95 1.81$ 56.63 07/1932
06/1935
3.84$ 0.05 17.43%
4Y -31.84 06/1928
05/1932
0.21$ -1.65 0.93$ 10.98 1.51$ 18.90 1.99$ 58.41 07/1932
06/1936
6.29$ 3.54 18.07%
5Y -22.13 06/1927
05/1932
0.28$ 0.69 1.03$ 11.17 1.69$ 18.76 2.36$ 48.07 06/1932
05/1937
7.11$ 3.04 13.29%
6Y -13.05 01/1969
12/1974
0.43$ 2.36 1.15$ 10.75 1.84$ 18.08 2.71$ 30.36 07/1932
06/1938
4.90$ 1.68 8.50%
7Y -8.07 01/1968
12/1974
0.55$ 3.59 1.27$ 10.46 2.00$ 16.96 2.99$ 26.33 06/1932
05/1939
5.13$ 3.07 6.01%
8Y -4.77 04/1930
03/1938
0.67$ 4.08 1.37$ 10.75 2.26$ 16.61 3.41$ 22.11 04/1938
03/1946
4.94$ 6.54 4.21%
9Y -5.08 04/1929
03/1938
0.62$ 4.87 1.53$ 10.55 2.46$ 15.55 3.67$ 23.32 01/1975
12/1983
6.59$ 4.75 2.36%
10Y -3.45 09/1929
08/1939
0.70$ 5.00 1.62$ 10.86 2.80$ 15.26 4.13$ 20.95 01/1975
12/1984
6.69$ 4.85 1.34%
11Y -3.18 09/1929
08/1940
0.70$ 4.90 1.69$ 10.83 3.09$ 15.18 4.73$ 21.95 01/1975
12/1985
8.87$ 6.59 1.64%
12Y -2.58 09/1929
08/1941
0.73$ 5.34 1.86$ 11.09 3.53$ 15.19 5.45$ 21.15 01/1975
12/1986
9.99$ 7.15 2.15%
13Y -3.50 09/1929
08/1942
0.62$ 5.53 2.01$ 10.83 3.80$ 14.89 6.07$ 21.99 06/1932
05/1945
13.24$ 6.85 1.49%
14Y -1.33 05/1928
04/1942
0.82$ 6.24 2.33$ 10.68 4.14$ 14.69 6.80$ 23.26 06/1932
05/1946
18.69$ 8.08 1.10%
15Y 0.72 09/1927
08/1942
1.11$ 6.44 2.55$ 10.56 4.50$ 14.57 7.69$ 18.93 10/1974
09/1989
13.46$ 9.70 0.00%
16Y 3.02 01/1927
12/1942
1.60$ 6.85 2.88$ 10.58 4.99$ 14.54 8.77$ 17.53 06/1932
05/1948
13.24$ 6.00 0.00%
17Y 3.97 11/2006
10/2023
1.93$ 7.02 3.16$ 10.46 5.42$ 14.38 9.81$ 18.50 05/1942
04/1959
17.92$ 4.64 0.00%
18Y 3.48 09/1929
08/1947
1.85$ 7.54 3.69$ 10.20 5.74$ 14.33 11.13$ 17.32 06/1932
05/1950
17.71$ 4.92 0.00%
19Y 3.11 09/1929
08/1948
1.78$ 7.56 3.99$ 10.31 6.45$ 14.15 12.35$ 17.42 05/1942
04/1961
21.15$ 5.41 0.00%
20Y 3.11 09/1929
08/1949
1.84$ 7.61 4.33$ 10.44 7.28$ 14.03 13.82$ 17.24 12/1948
11/1968
24.06$ 5.77 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 +15.89% +211.23%
Jul 1932 - Jun 1933
-69.93%
Jul 1931 - Jun 1932
27.30%
315 out of 1154
US Inflation Adjusted +11.70% +233.29%
Jul 1932 - Jun 1933
-66.62%
Jul 1931 - Jun 1932
31.02%
358 out of 1154
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 +14.93% +87.03%
Jul 1932 - Jun 1934
-60.12%
Jun 1930 - May 1932
17.86%
204 out of 1142
US Inflation Adjusted +11.13% +88.42%
Jul 1932 - Jun 1934
-55.70%
Jun 1930 - May 1932
24.17%
276 out of 1142
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 +14.28% +57.02%
Jul 1932 - Jun 1935
-49.09%
Jul 1929 - Jun 1932
13.01%
147 out of 1130
US Inflation Adjusted +10.93% +56.63%
Jul 1932 - Jun 1935
-45.05%
Jul 1929 - Jun 1932
17.43%
197 out of 1130
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 +14.46% +58.99%
Jul 1932 - Jun 1936
-35.60%
Jun 1928 - May 1932
11.54%
129 out of 1118
US Inflation Adjusted +10.98% +58.41%
Jul 1932 - Jun 1936
-31.84%
Jun 1928 - May 1932
18.07%
202 out of 1118
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 +14.15% +49.56%
Jun 1932 - May 1937
-25.77%
Jun 1927 - May 1932
9.31%
103 out of 1106
US Inflation Adjusted +11.17% +48.07%
Jun 1932 - May 1937
-22.13%
Jun 1927 - May 1932
13.29%
147 out of 1106
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 +13.81% +34.59%
Jun 1940 - May 1946
-15.31%
Mar 1927 - Feb 1933
6.49%
71 out of 1094
US Inflation Adjusted +10.75% +30.36%
Jul 1932 - Jun 1938
-13.05%
Jan 1969 - Dec 1974
8.50%
93 out of 1094
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 +14.07% +30.95%
Jan 1975 - Dec 1981
-7.75%
Apr 1928 - Mar 1935
4.25%
46 out of 1082
US Inflation Adjusted +10.46% +26.33%
Jun 1932 - May 1939
-8.07%
Jan 1968 - Dec 1974
6.01%
65 out of 1082
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 +14.14% +31.67%
Jan 1975 - Dec 1982
-6.90%
Apr 1930 - Mar 1938
2.52%
27 out of 1070
US Inflation Adjusted +10.75% +22.11%
Apr 1938 - Mar 1946
-4.77%
Apr 1930 - Mar 1938
4.21%
45 out of 1070
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 +14.37% +32.85%
Jan 1975 - Dec 1983
-7.04%
Apr 1929 - Mar 1938
1.89%
20 out of 1058
US Inflation Adjusted +10.55% +23.32%
Jan 1975 - Dec 1983
-5.08%
Apr 1929 - Mar 1938
2.36%
25 out of 1058
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 +14.46% +29.84%
Jan 1975 - Dec 1984
-5.61%
Sep 1929 - Aug 1939
3.25%
34 out of 1046
US Inflation Adjusted +10.86% +20.95%
Jan 1975 - Dec 1984
-3.45%
Sep 1929 - Aug 1939
1.34%
14 out of 1046
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 +14.23% +30.52%
Jan 1975 - Dec 1985
-5.03%
Sep 1929 - Aug 1940
2.90%
30 out of 1034
US Inflation Adjusted +10.83% +21.95%
Jan 1975 - Dec 1985
-3.18%
Sep 1929 - Aug 1940
1.64%
17 out of 1034
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 +14.70% +29.09%
Oct 1974 - Sep 1986
-3.78%
Sep 1929 - Aug 1941
3.03%
31 out of 1022
US Inflation Adjusted +11.09% +21.15%
Jan 1975 - Dec 1986
-2.58%
Sep 1929 - Aug 1941
2.15%
22 out of 1022
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 +14.67% +28.89%
Oct 1974 - Sep 1987
-3.85%
Sep 1929 - Aug 1942
2.57%
26 out of 1010
US Inflation Adjusted +10.83% +21.99%
Jun 1932 - May 1945
-3.50%
Sep 1929 - Aug 1942
1.49%
15 out of 1010
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 +14.71% +26.40%
Jan 1975 - Dec 1988
-1.76%
May 1928 - Apr 1942
1.50%
15 out of 998
US Inflation Adjusted +10.68% +23.26%
Jun 1932 - May 1946
-1.33%
May 1928 - Apr 1942
1.10%
11 out of 998
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 +14.52% +26.31%
Oct 1974 - Sep 1989
+0.44%
Sep 1927 - Aug 1942
0.00%
0 out of 986
US Inflation Adjusted +10.56% +18.93%
Oct 1974 - Sep 1989
+0.72%
Sep 1927 - Aug 1942
0.00%
0 out of 986
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 +14.70% +22.51%
Jul 1974 - Jun 1990
+2.72%
Jan 1927 - Dec 1942
0.00%
0 out of 974
US Inflation Adjusted +10.58% +17.53%
Jun 1932 - May 1948
+3.02%
Jan 1927 - Dec 1942
0.00%
0 out of 974
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 +15.04% +23.59%
Jan 1975 - Dec 1991
+5.30%
Oct 1929 - Sep 1946
0.00%
0 out of 962
US Inflation Adjusted +10.46% +18.50%
May 1942 - Apr 1959
+3.97%
Nov 2006 - Oct 2023
0.00%
0 out of 962
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 +14.88% +23.85%
Jan 1975 - Dec 1992
+5.01%
Sep 1929 - Aug 1947
0.00%
0 out of 950
US Inflation Adjusted +10.20% +17.32%
Jun 1932 - May 1950
+3.48%
Sep 1929 - Aug 1947
0.00%
0 out of 950
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution