Data Source: from July 2000 to April 2024 (~24 years)
Consolidated Returns as of 30 April 2024
Consolidated Returns as of 30 April 2024
Holding the iShares U.S. Real Estate ETF (IYR) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~24 years), the longest period with a negative return lasted 101 months (from October 2000 to February 2009).
This means that every rolling period of 102 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares U.S. Real Estate ETF (IYR) ETF: Historical Returns page.
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
Data Source: 1 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 July 2000 - 30 April 2024 (~24 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.94% |
+104.27%
Apr 2009 - Mar 2010 |
-58.05%
Apr 2008 - Mar 2009 |
25.82%
71 out of 275 |
| US Inflation Adjusted | +7.06% |
+99.71%
Apr 2009 - Mar 2010 |
-57.86%
Apr 2008 - Mar 2009 |
29.09%
80 out of 275 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.81% |
+62.71%
Mar 2009 - Feb 2011 |
-43.93%
Mar 2007 - Feb 2009 |
17.11%
45 out of 263 |
| US Inflation Adjusted | +7.54% |
+59.30%
Mar 2009 - Feb 2011 |
-45.06%
Mar 2007 - Feb 2009 |
21.29%
56 out of 263 |
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 | +9.36% |
+40.22%
Apr 2009 - Mar 2012 |
-26.15%
Apr 2006 - Mar 2009 |
13.15%
33 out of 251 |
| US Inflation Adjusted | +7.17% |
+36.81%
Apr 2009 - Mar 2012 |
-27.66%
Apr 2006 - Mar 2009 |
21.91%
55 out of 251 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.06% |
+33.88%
Mar 2009 - Feb 2013 |
-15.21%
Mar 2005 - Feb 2009 |
16.32%
39 out of 239 |
| US Inflation Adjusted | +7.07% |
+30.88%
Mar 2009 - Feb 2013 |
-17.31%
Mar 2005 - Feb 2009 |
23.01%
55 out of 239 |
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 | +8.10% |
+27.30%
Mar 2009 - Feb 2014 |
-10.03%
Apr 2004 - Mar 2009 |
12.33%
28 out of 227 |
| US Inflation Adjusted | +6.03% |
+24.73%
Mar 2009 - Feb 2014 |
-12.29%
Apr 2004 - Mar 2009 |
24.23%
55 out of 227 |
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 | +6.99% |
+26.12%
Mar 2009 - Feb 2015 |
-2.17%
Mar 2003 - Feb 2009 |
1.86%
4 out of 215 |
| US Inflation Adjusted | +5.15% |
+24.01%
Mar 2009 - Feb 2015 |
-4.54%
Mar 2003 - Feb 2009 |
13.95%
30 out of 215 |
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 | +7.26% |
+22.02%
Apr 2009 - Mar 2016 |
-2.27%
Apr 2002 - Mar 2009 |
1.97%
4 out of 203 |
| US Inflation Adjusted | +4.83% |
+20.05%
Apr 2009 - Mar 2016 |
-4.67%
Apr 2002 - Mar 2009 |
9.36%
19 out of 203 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.87% |
+20.49%
Mar 2009 - Feb 2017 |
-0.33%
Mar 2001 - Feb 2009 |
0.52%
1 out of 191 |
| US Inflation Adjusted | +4.74% |
+18.44%
Mar 2009 - Feb 2017 |
-2.67%
Mar 2001 - Feb 2009 |
2.09%
4 out of 191 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.57% |
+17.34%
Apr 2009 - Mar 2018 |
+1.61%
Feb 2007 - Jan 2016 |
0.00%
0 out of 179 |
| US Inflation Adjusted | +5.21% |
+15.27%
Apr 2009 - Mar 2018 |
-0.13%
Feb 2007 - Jan 2016 |
0.56%
1 out of 179 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.99% |
+17.52%
Apr 2009 - Mar 2019 |
+2.58%
Feb 2007 - Jan 2017 |
0.00%
0 out of 167 |
| US Inflation Adjusted | +5.69% |
+15.43%
Apr 2009 - Mar 2019 |
+0.75%
Feb 2007 - Jan 2017 |
0.00%
0 out of 167 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.35% |
+16.48%
Mar 2009 - Feb 2020 |
+2.58%
Mar 2007 - Feb 2018 |
0.00%
0 out of 155 |
| US Inflation Adjusted | +6.07% |
+14.40%
Mar 2009 - Feb 2020 |
+0.73%
Mar 2007 - Feb 2018 |
0.00%
0 out of 155 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.94% |
+15.49%
Apr 2009 - Mar 2021 |
+3.32%
Jan 2007 - Dec 2018 |
0.00%
0 out of 143 |
| US Inflation Adjusted | +5.72% |
+13.39%
Apr 2009 - Mar 2021 |
+1.45%
Jan 2007 - Dec 2018 |
0.00%
0 out of 143 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.05% |
+15.85%
Apr 2009 - Mar 2022 |
+2.55%
Apr 2007 - Mar 2020 |
0.00%
0 out of 131 |
| US Inflation Adjusted | +5.88% |
+13.19%
Apr 2009 - Mar 2022 |
+0.76%
Apr 2007 - Mar 2020 |
0.00%
0 out of 131 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.12% |
+13.34%
Mar 2009 - Feb 2023 |
+3.55%
Feb 2007 - Jan 2021 |
0.00%
0 out of 119 |
| US Inflation Adjusted | +5.77% |
+10.55%
Mar 2009 - Feb 2023 |
+1.69%
Feb 2007 - Jan 2021 |
0.00%
0 out of 119 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.89% |
+12.76%
Mar 2009 - Feb 2024 |
+4.33%
Oct 2007 - Sep 2022 |
0.00%
0 out of 107 |
| US Inflation Adjusted | +5.74% |
+9.94%
Mar 2009 - Feb 2024 |
+1.92%
Oct 2007 - Sep 2022 |
0.00%
0 out of 107 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.45% |
+10.26%
Jul 2000 - Jun 2016 |
+3.60%
Jun 2007 - May 2023 |
0.00%
0 out of 95 |
| US Inflation Adjusted | +5.35% |
+7.99%
Jul 2000 - Jun 2016 |
+1.15%
Jun 2007 - May 2023 |
0.00%
0 out of 95 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.07% |
+10.17%
Nov 2002 - Oct 2019 |
+3.33%
Nov 2006 - Oct 2023 |
0.00%
0 out of 83 |
| US Inflation Adjusted | +5.88% |
+7.93%
Nov 2002 - Oct 2019 |
+0.80%
Nov 2006 - Oct 2023 |
0.00%
0 out of 83 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.59% |
+9.98%
Nov 2001 - Oct 2019 |
+4.68%
May 2006 - Apr 2024 |
0.00%
0 out of 71 |
| US Inflation Adjusted | +6.30% |
+7.74%
Nov 2001 - Oct 2019 |
+2.15%
May 2006 - Apr 2024 |
0.00%
0 out of 71 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.49% |
+10.31%
Jan 2003 - Dec 2021 |
+5.44%
Nov 2004 - Oct 2023 |
0.00%
0 out of 59 |
| US Inflation Adjusted | +6.20% |
+7.81%
Jan 2003 - Dec 2021 |
+2.83%
Nov 2004 - Oct 2023 |
0.00%
0 out of 59 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 20 Years (240 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.54% |
+10.06%
Nov 2001 - Oct 2021 |
+6.48%
Apr 2004 - Mar 2024 |
0.00%
0 out of 47 |
| US Inflation Adjusted | +6.18% |
+7.65%
Nov 2001 - Oct 2021 |
+3.79%
Apr 2004 - Mar 2024 |
0.00%
0 out of 47 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the iShares U.S. Real Estate ETF (IYR) ETF: Historical Returns page.
