iShares U.S. Real Estate ETF (IYR): Rolling Returns

Time Period: from July 2000 to October 2024 (~24 years)
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When holding the iShares U.S. Real Estate ETF (IYR) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~24 years), the longest duration with a negative return was 101 months (from October 2000 to February 2009).

This indicates that, within the same timeframe, any rolling period of 102 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.

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 U.S. REAL ESTATE ETF (IYR) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 November 2004 - 31 October 2024 (20 Years)
Time Period: 1 July 2000 - 31 October 2024 (~24 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 U.S. REAL ESTATE ETF (IYR) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 July 2000 - 31 October 2024 (~24 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-58.05%
Apr 2008 - Mar 2009
+8.94% +104.27%
Apr 2009 - Mar 2010
25.27%
71 out of 281
-57.86%
Apr 2008 - Mar 2009
+7.36% +99.71%
Apr 2009 - Mar 2010
28.47%
80 out of 281
-43.93%
Mar 2007 - Feb 2009
+9.76% +62.71%
Mar 2009 - Feb 2011
17.10%
46 out of 269
-45.06%
Mar 2007 - Feb 2009
+7.52% +59.30%
Mar 2009 - Feb 2011
21.93%
59 out of 269
-26.15%
Apr 2006 - Mar 2009
+9.20% +40.22%
Apr 2009 - Mar 2012
14.79%
38 out of 257
-27.66%
Apr 2006 - Mar 2009
+7.00% +36.81%
Apr 2009 - Mar 2012
23.74%
61 out of 257
-15.21%
Mar 2005 - Feb 2009
+9.02% +33.88%
Mar 2009 - Feb 2013
15.92%
39 out of 245
-17.31%
Mar 2005 - Feb 2009
+6.88% +30.88%
Mar 2009 - Feb 2013
22.45%
55 out of 245
-10.03%
Apr 2004 - Mar 2009
+7.93% +27.30%
Mar 2009 - Feb 2014
12.02%
28 out of 233
-12.29%
Apr 2004 - Mar 2009
+5.91% +24.73%
Mar 2009 - Feb 2014
25.32%
59 out of 233
-2.17%
Mar 2003 - Feb 2009
+6.93% +26.12%
Mar 2009 - Feb 2015
1.81%
4 out of 221
-4.54%
Mar 2003 - Feb 2009
+4.63% +24.01%
Mar 2009 - Feb 2015
13.57%
30 out of 221
-2.27%
Apr 2002 - Mar 2009
+7.14% +22.02%
Apr 2009 - Mar 2016
1.91%
4 out of 209
-4.67%
Apr 2002 - Mar 2009
+4.74% +20.05%
Apr 2009 - Mar 2016
9.09%
19 out of 209
-0.33%
Mar 2001 - Feb 2009
+6.78% +20.49%
Mar 2009 - Feb 2017
0.51%
1 out of 197
-2.67%
Mar 2001 - Feb 2009
+4.64% +18.44%
Mar 2009 - Feb 2017
2.03%
4 out of 197
+1.61%
Feb 2007 - Jan 2016
+7.50% +17.34%
Apr 2009 - Mar 2018
0.00%
0 out of 185
-0.13%
Feb 2007 - Jan 2016
+5.12% +15.27%
Apr 2009 - Mar 2018
0.54%
1 out of 185
+2.58%
Feb 2007 - Jan 2017
+7.82% +17.52%
Apr 2009 - Mar 2019
0.00%
0 out of 173
+0.75%
Feb 2007 - Jan 2017
+5.67% +15.43%
Apr 2009 - Mar 2019
0.00%
0 out of 173
+2.58%
Mar 2007 - Feb 2018
+8.13% +16.48%
Mar 2009 - Feb 2020
0.00%
0 out of 161
+0.73%
Mar 2007 - Feb 2018
+6.03% +14.40%
Mar 2009 - Feb 2020
0.00%
0 out of 161
+3.32%
Jan 2007 - Dec 2018
+7.65% +15.49%
Apr 2009 - Mar 2021
0.00%
0 out of 149
+1.45%
Jan 2007 - Dec 2018
+5.33% +13.39%
Apr 2009 - Mar 2021
0.00%
0 out of 149
+2.55%
Apr 2007 - Mar 2020
+7.95% +15.85%
Apr 2009 - Mar 2022
0.00%
0 out of 137
+0.76%
Apr 2007 - Mar 2020
+5.71% +13.19%
Apr 2009 - Mar 2022
0.00%
0 out of 137
+3.55%
Feb 2007 - Jan 2021
+8.12% +13.34%
Mar 2009 - Feb 2023
0.00%
0 out of 125
+1.69%
Feb 2007 - Jan 2021
+5.65% +10.55%
Mar 2009 - Feb 2023
0.00%
0 out of 125
+4.33%
Oct 2007 - Sep 2022
+8.06% +12.76%
Mar 2009 - Feb 2024
0.00%
0 out of 113
+1.92%
Oct 2007 - Sep 2022
+5.91% +9.94%
Mar 2009 - Feb 2024
0.00%
0 out of 113
+3.60%
Jun 2007 - May 2023
+7.43% +10.26%
Jul 2000 - Jun 2016
0.00%
0 out of 101
+1.15%
Jun 2007 - May 2023
+5.26% +7.99%
Jul 2000 - Jun 2016
0.00%
0 out of 101
+3.33%
Nov 2006 - Oct 2023
+8.00% +10.17%
Nov 2002 - Oct 2019
0.00%
0 out of 89
+0.80%
Nov 2006 - Oct 2023
+5.77% +7.93%
Nov 2002 - Oct 2019
0.00%
0 out of 89
+4.68%
May 2006 - Apr 2024
+8.36% +9.98%
Nov 2001 - Oct 2019
0.00%
0 out of 77
+2.13%
May 2006 - Apr 2024
+6.19% +7.74%
Nov 2001 - Oct 2019
0.00%
0 out of 77
+5.44%
Nov 2004 - Oct 2023
+8.32% +10.31%
Jan 2003 - Dec 2021
0.00%
0 out of 65
+2.82%
Nov 2004 - Oct 2023
+6.06% +7.81%
Jan 2003 - Dec 2021
0.00%
0 out of 65
+6.48%
Apr 2004 - Mar 2024
+8.46% +10.06%
Nov 2001 - Oct 2021
0.00%
0 out of 53
+3.79%
Apr 2004 - Mar 2024
+5.83% +7.65%
Nov 2001 - Oct 2021
0.00%
0 out of 53
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