When holding the iShares Core International Aggregate Bond (IAGG) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~9 years), the longest duration with a negative return was 59 months (from August 2019 to June 2024).
This indicates that, within the same timeframe, any rolling period of 60 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.
iShares Core International Aggregate Bond (IAGG) ETF: Historical Returns
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.
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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.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-11.16%
Oct 2021 - Sep 2022 |
+2.24% |
+11.72%
Sep 2018 - Aug 2019 |
29.59%
29 out of 98 |
-17.89%
Oct 2021 - Sep 2022 |
-0.03% |
+9.81%
Sep 2018 - Aug 2019 |
52.04%
51 out of 98 |
-6.47%
Jan 2021 - Dec 2022 |
+2.39% |
+6.94%
Mar 2018 - Feb 2020 |
30.23%
26 out of 86 |
-12.42%
Jan 2021 - Dec 2022 |
-0.26% |
+5.27%
Jun 2018 - May 2020 |
51.16%
44 out of 86 |
-3.52%
Oct 2019 - Sep 2022 |
+2.79% |
+5.57%
Feb 2017 - Jan 2020 |
37.84%
28 out of 74 |
-8.59%
Nov 2020 - Oct 2023 |
-0.96% |
+3.45%
Feb 2017 - Jan 2020 |
51.35%
38 out of 74 |
-1.88%
Oct 2019 - Sep 2023 |
+0.79% |
+4.66%
Mar 2016 - Feb 2020 |
35.48%
22 out of 62 |
-6.22%
Oct 2019 - Sep 2023 |
-3.20% |
+2.72%
Feb 2017 - Jan 2021 |
59.68%
37 out of 62 |
+0.12%
Sep 2019 - Aug 2024 |
+0.93% |
+4.62%
Jan 2016 - Dec 2020 |
0.00%
0 out of 50 |
-3.89%
Sep 2019 - Aug 2024 |
-2.84% |
+2.61%
Jan 2016 - Dec 2020 |
72.00%
36 out of 50 |
+0.26%
Oct 2016 - Sep 2022 |
+1.44% |
+3.51%
Jan 2016 - Dec 2021 |
0.00%
0 out of 38 |
-3.12%
Oct 2016 - Sep 2022 |
-2.19% |
+0.68%
Jan 2016 - Dec 2021 |
94.74%
36 out of 38 |
+0.68%
Oct 2016 - Sep 2023 |
+1.56% |
+2.23%
Feb 2018 - Jan 2025 |
0.00%
0 out of 26 |
-2.75%
Oct 2016 - Sep 2023 |
-1.95% |
-1.27%
Feb 2018 - Jan 2025 |
100.00%
26 out of 26 |
+1.47%
Jul 2016 - Jun 2024 |
+1.81% |
+2.33%
Feb 2017 - Jan 2025 |
0.00%
0 out of 14 |
-1.84%
Jul 2016 - Jun 2024 |
-1.56% |
-1.01%
Feb 2017 - Jan 2025 |
100.00%
14 out of 14 |
+2.29%
Feb 2016 - Jan 2025 |
+2.29% |
+2.45%
Jan 2016 - Dec 2024 |
0.00%
0 out of 2 |
-0.96%
Feb 2016 - Jan 2025 |
-0.96% |
-0.80%
Jan 2016 - Dec 2024 |
100.00%
2 out of 2 |
iShares Core International Aggregate Bond (IAGG) ETF: Historical Returns