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

Data Source: from July 2000 to June 2024 (~24 years)
Consolidated Returns as of 30 June 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 July 2004 - 30 June 2024 (20 Years)

Data Source: 1 July 2000 - 30 June 2024 (~24 years)

Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.86%	+104.27% Apr 2009 - Mar 2010	-58.05% Apr 2008 - Mar 2009	25.63% 71 out of 277
US Inflation Adjusted	+6.68%	+99.71% Apr 2009 - Mar 2010	-57.86% Apr 2008 - Mar 2009	28.88% 80 out of 277

1 Year Annualized Rolling Returns

Timeframes ending in every month

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1 Year Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.76%	+62.71% Mar 2009 - Feb 2011	-43.93% Mar 2007 - Feb 2009	17.36% 46 out of 265
US Inflation Adjusted	+7.52%	+59.30% Mar 2009 - Feb 2011	-45.06% Mar 2007 - Feb 2009	21.89% 58 out of 265

2 Years Annualized Rolling Returns

Timeframes ending in every month

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2 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.35%	+40.22% Apr 2009 - Mar 2012	-26.15% Apr 2006 - Mar 2009	13.83% 35 out of 253
US Inflation Adjusted	+7.14%	+36.81% Apr 2009 - Mar 2012	-27.66% Apr 2006 - Mar 2009	22.53% 57 out of 253

3 Years Annualized Rolling Returns

Timeframes ending in every month

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3 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.03%	+33.88% Mar 2009 - Feb 2013	-15.21% Mar 2005 - Feb 2009	16.18% 39 out of 241
US Inflation Adjusted	+7.03%	+30.88% Mar 2009 - Feb 2013	-17.31% Mar 2005 - Feb 2009	22.82% 55 out of 241

4 Years Annualized Rolling Returns

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4 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.06%	+27.30% Mar 2009 - Feb 2014	-10.03% Apr 2004 - Mar 2009	12.23% 28 out of 229
US Inflation Adjusted	+6.01%	+24.73% Mar 2009 - Feb 2014	-12.29% Apr 2004 - Mar 2009	24.89% 57 out of 229

5 Years Annualized Rolling Returns

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5 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+6.97%	+26.12% Mar 2009 - Feb 2015	-2.17% Mar 2003 - Feb 2009	1.84% 4 out of 217
US Inflation Adjusted	+4.95%	+24.01% Mar 2009 - Feb 2015	-4.54% Mar 2003 - Feb 2009	13.82% 30 out of 217

6 Years Annualized Rolling Returns

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6 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.23%	+22.02% Apr 2009 - Mar 2016	-2.27% Apr 2002 - Mar 2009	1.95% 4 out of 205
US Inflation Adjusted	+4.83%	+20.05% Apr 2009 - Mar 2016	-4.67% Apr 2002 - Mar 2009	9.27% 19 out of 205

7 Years Annualized Rolling Returns

Timeframes ending in every month

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7 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+6.82%	+20.49% Mar 2009 - Feb 2017	-0.33% Mar 2001 - Feb 2009	0.52% 1 out of 193
US Inflation Adjusted	+4.72%	+18.44% Mar 2009 - Feb 2017	-2.67% Mar 2001 - Feb 2009	2.07% 4 out of 193

8 Years Annualized Rolling Returns

Timeframes ending in every month

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8 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.54%	+17.34% Apr 2009 - Mar 2018	+1.61% Feb 2007 - Jan 2016	0.00% 0 out of 181
US Inflation Adjusted	+5.20%	+15.27% Apr 2009 - Mar 2018	-0.13% Feb 2007 - Jan 2016	0.55% 1 out of 181

9 Years Annualized Rolling Returns

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9 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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	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 169
US Inflation Adjusted	+5.69%	+15.43% Apr 2009 - Mar 2019	+0.75% Feb 2007 - Jan 2017	0.00% 0 out of 169

10 Years Annualized Rolling Returns

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10 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.32%	+16.48% Mar 2009 - Feb 2020	+2.58% Mar 2007 - Feb 2018	0.00% 0 out of 157
US Inflation Adjusted	+6.07%	+14.40% Mar 2009 - Feb 2020	+0.73% Mar 2007 - Feb 2018	0.00% 0 out of 157

11 Years Annualized Rolling Returns

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11 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.85%	+15.49% Apr 2009 - Mar 2021	+3.32% Jan 2007 - Dec 2018	0.00% 0 out of 145
US Inflation Adjusted	+5.61%	+13.39% Apr 2009 - Mar 2021	+1.45% Jan 2007 - Dec 2018	0.00% 0 out of 145

12 Years Annualized Rolling Returns

Timeframes ending in every month

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12 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.01%	+15.85% Apr 2009 - Mar 2022	+2.55% Apr 2007 - Mar 2020	0.00% 0 out of 133
US Inflation Adjusted	+5.74%	+13.19% Apr 2009 - Mar 2022	+0.76% Apr 2007 - Mar 2020	0.00% 0 out of 133

13 Years Annualized Rolling Returns

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13 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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	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 121
US Inflation Adjusted	+5.69%	+10.55% Mar 2009 - Feb 2023	+1.69% Feb 2007 - Jan 2021	0.00% 0 out of 121

14 Years Annualized Rolling Returns

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14 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.01%	+12.76% Mar 2009 - Feb 2024	+4.33% Oct 2007 - Sep 2022	0.00% 0 out of 109
US Inflation Adjusted	+5.78%	+9.94% Mar 2009 - Feb 2024	+1.92% Oct 2007 - Sep 2022	0.00% 0 out of 109

15 Years Annualized Rolling Returns

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15 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.43%	+10.26% Jul 2000 - Jun 2016	+3.60% Jun 2007 - May 2023	0.00% 0 out of 97
US Inflation Adjusted	+5.32%	+7.99% Jul 2000 - Jun 2016	+1.15% Jun 2007 - May 2023	0.00% 0 out of 97

16 Years Annualized Rolling Returns

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16 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.03%	+10.17% Nov 2002 - Oct 2019	+3.33% Nov 2006 - Oct 2023	0.00% 0 out of 85
US Inflation Adjusted	+5.87%	+7.93% Nov 2002 - Oct 2019	+0.80% Nov 2006 - Oct 2023	0.00% 0 out of 85

17 Years Annualized Rolling Returns

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17 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.52%	+9.98% Nov 2001 - Oct 2019	+4.68% May 2006 - Apr 2024	0.00% 0 out of 73
US Inflation Adjusted	+6.22%	+7.74% Nov 2001 - Oct 2019	+2.13% May 2006 - Apr 2024	0.00% 0 out of 73

18 Years Annualized Rolling Returns

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18 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.36%	+10.31% Jan 2003 - Dec 2021	+5.44% Nov 2004 - Oct 2023	0.00% 0 out of 61
US Inflation Adjusted	+6.18%	+7.81% Jan 2003 - Dec 2021	+2.82% Nov 2004 - Oct 2023	0.00% 0 out of 61

19 Years Annualized Rolling Returns

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19 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 20 Years (240 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.50%	+10.06% Nov 2001 - Oct 2021	+6.48% Apr 2004 - Mar 2024	0.00% 0 out of 49
US Inflation Adjusted	+6.15%	+7.65% Nov 2001 - Oct 2021	+3.79% Apr 2004 - Mar 2024	0.00% 0 out of 49

20 Years Annualized Rolling Returns

Timeframes ending in every month

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20 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares U.S. Real Estate ETF (IYR) ETF: Historical Returns page.