iShares USD High Yield Corporate Bond (IS0R.DE): Rolling Returns

Data Source: from January 1979 to April 2024 (~45 years)
Consolidated Returns as of 30 April 2024

Holding the iShares USD High Yield Corporate Bond (IS0R.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~45 years), the longest period with a negative return lasted 134 months (from February 1998 to March 2009).

This means that every rolling period of 135 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares USD High Yield Corporate Bond (IS0R.DE) 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 USD HIGH YIELD CORPORATE BOND (IS0R.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 6.01% (updated at Apr 30, 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 USD HIGH YIELD CORPORATE BOND (IS0R.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1979 - 30 April 2024 (~45 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.65% +58.72%
Nov 1981 - Oct 1982
-26.23%
Nov 1989 - Oct 1990
29.27%
156 out of 533
Euro Inflation Adjusted +5.01% +51.40%
Nov 1981 - Oct 1982
-29.43%
Nov 1989 - Oct 1990
36.77%
196 out of 533
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 +7.57% +43.17%
Feb 1982 - Jan 1984
-13.08%
Apr 2007 - Mar 2009
17.66%
92 out of 521
Euro Inflation Adjusted +5.26% +38.52%
Feb 1982 - Jan 1984
-15.72%
Feb 1989 - Jan 1991
26.49%
138 out of 521
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 +6.54% +38.49%
Feb 1981 - Jan 1984
-9.94%
Dec 2005 - Nov 2008
14.34%
73 out of 509
Euro Inflation Adjusted +4.96% +32.61%
Feb 1981 - Jan 1984
-12.01%
Dec 2005 - Nov 2008
24.36%
124 out of 509
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 +7.11% +34.30%
Feb 1981 - Jan 1985
-5.40%
Nov 1986 - Oct 1990
12.68%
63 out of 497
Euro Inflation Adjusted +5.16% +29.31%
Mar 1981 - Feb 1985
-7.68%
Nov 1986 - Oct 1990
22.94%
114 out of 497
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 +6.75% +32.86%
Mar 1980 - Feb 1985
-3.93%
Nov 1985 - Oct 1990
11.13%
54 out of 485
Euro Inflation Adjusted +5.43% +27.62%
Mar 1980 - Feb 1985
-5.65%
Dec 2003 - Nov 2008
17.53%
85 out of 485
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 +6.80% +24.97%
Mar 1979 - Feb 1985
-4.07%
Apr 2002 - Mar 2008
8.88%
42 out of 473
Euro Inflation Adjusted +5.09% +19.74%
Apr 1980 - Mar 1986
-6.25%
Apr 2002 - Mar 2008
15.01%
71 out of 473
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 +6.86% +20.36%
Jan 1979 - Dec 1985
-4.66%
Apr 2002 - Mar 2009
5.86%
27 out of 461
Euro Inflation Adjusted +5.03% +16.44%
Mar 1980 - Feb 1987
-6.59%
Apr 2002 - Mar 2009
11.93%
55 out of 461
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 +6.75% +17.57%
Oct 1980 - Sep 1988
-4.00%
Apr 2001 - Mar 2009
5.79%
26 out of 449
Euro Inflation Adjusted +4.82% +14.68%
Oct 1980 - Sep 1988
-6.00%
Apr 2001 - Mar 2009
8.24%
37 out of 449
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 +6.99% +16.94%
Sep 1980 - Aug 1989
-2.12%
Apr 2000 - Mar 2009
3.66%
16 out of 437
Euro Inflation Adjusted +5.05% +14.04%
Sep 1980 - Aug 1989
-4.17%
Apr 2000 - Mar 2009
9.61%
42 out of 437
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 +7.04% +16.29%
Nov 1990 - Oct 2000
-0.82%
Apr 1999 - Mar 2009
0.94%
4 out of 425
Euro Inflation Adjusted +5.24% +13.58%
Nov 1990 - Oct 2000
-2.88%
Apr 1999 - Mar 2009
11.06%
47 out of 425
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 +6.87% +14.62%
Feb 1991 - Jan 2002
-0.37%
Apr 1998 - Mar 2009
0.24%
1 out of 413
Euro Inflation Adjusted +5.09% +11.98%
Feb 1991 - Jan 2002
-2.33%
Apr 1998 - Mar 2009
6.54%
27 out of 413
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 +6.93% +13.53%
Mar 1980 - Feb 1992
+1.42%
Mar 1997 - Feb 2009
0.00%
0 out of 401
Euro Inflation Adjusted +4.79% +10.68%
Nov 1981 - Oct 1993
-0.48%
Mar 1997 - Feb 2009
1.75%
7 out of 401
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 +7.05% +14.65%
Aug 1980 - Jul 1993
+2.55%
Jun 2001 - May 2014
0.00%
0 out of 389
Euro Inflation Adjusted +5.02% +11.39%
Aug 1980 - Jul 1993
+0.50%
Nov 2000 - Oct 2013
0.00%
0 out of 389
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 +7.06% +14.47%
Mar 1980 - Feb 1994
+3.08%
May 2000 - Apr 2014
0.00%
0 out of 377
Euro Inflation Adjusted +4.92% +11.17%
Mar 1980 - Feb 1994
+1.03%
May 2000 - Apr 2014
0.00%
0 out of 377
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 +6.85% +13.48%
Jan 1979 - Dec 1993
+2.57%
Dec 1993 - Nov 2008
0.00%
0 out of 365
Euro Inflation Adjusted +4.69% +9.96%
Jan 1979 - Dec 1993
+0.47%
Dec 1993 - Nov 2008
0.00%
0 out of 365
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 +6.13% +12.95%
Mar 1980 - Feb 1996
+3.57%
Feb 2002 - Jan 2018
0.00%
0 out of 353
Euro Inflation Adjusted +4.21% +9.78%
Oct 1981 - Sep 1997
+1.53%
Apr 1993 - Mar 2009
0.00%
0 out of 353
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 +6.05% +13.61%
Aug 1980 - Jul 1997
+3.47%
Apr 2001 - Mar 2018
0.00%
0 out of 341
Euro Inflation Adjusted +4.12% +10.56%
Aug 1980 - Jul 1997
+1.74%
Apr 2001 - Mar 2018
0.00%
0 out of 341
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 +6.16% +13.66%
Mar 1980 - Feb 1998
+3.84%
Nov 2000 - Oct 2018
0.00%
0 out of 329
Euro Inflation Adjusted +4.07% +10.62%
Mar 1980 - Feb 1998
+2.07%
Nov 2000 - Oct 2018
0.00%
0 out of 329
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.28% +13.06%
Mar 1980 - Feb 1999
+3.68%
Apr 2001 - Mar 2020
0.00%
0 out of 317
Euro Inflation Adjusted +4.11% +10.15%
Mar 1980 - Feb 1999
+2.02%
Apr 2001 - Mar 2020
0.00%
0 out of 317
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.36% +13.41%
Oct 1980 - Sep 2000
+3.67%
Jun 2001 - May 2021
0.00%
0 out of 305
Euro Inflation Adjusted +4.19% +10.56%
Sep 1980 - Aug 2000
+2.01%
Apr 1989 - Mar 2009
0.00%
0 out of 305
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 USD High Yield Corporate Bond (IS0R.DE) ETF: Historical Returns page.