When holding the iShares Core S&P Small-Cap (IJR) to EUR ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~71 years), the longest duration with a negative return was 133 months (from March 1998 to March 2009).
This indicates that, within the same timeframe, any rolling period of 134 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 S&P Small-Cap (IJR) to EUR ETF: Historical Returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Sep 30, 2024, the annualized return of the previous 10 years has been 11.43%.
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 |
---|---|---|---|
-40.19%
Nov 1989 - Oct 1990 |
+14.07% |
+121.11%
Aug 1982 - Jul 1983 |
26.33%
222 out of 843 |
-44.24%
Jul 1972 - Jun 1973 |
+11.26% |
+114.97%
Aug 1982 - Jul 1983 |
30.60%
258 out of 843 |
-35.18%
Jan 1973 - Dec 1974 |
+13.63% |
+55.49%
Jan 1975 - Dec 1976 |
18.53%
154 out of 831 |
-39.32%
Jan 1973 - Dec 1974 |
+10.96% |
+48.72%
Jan 1975 - Dec 1976 |
22.86%
190 out of 831 |
-23.48%
Jan 1972 - Dec 1974 |
+13.35% |
+57.57%
Jul 1980 - Jun 1983 |
17.09%
140 out of 819 |
-28.26%
Jan 1972 - Dec 1974 |
+10.45% |
+50.35%
Jul 1980 - Jun 1983 |
21.73%
178 out of 819 |
-15.54%
Jan 1971 - Dec 1974 |
+12.94% |
+45.33%
Jul 1979 - Jun 1983 |
12.64%
102 out of 807 |
-20.58%
Jan 1971 - Dec 1974 |
+10.24% |
+38.35%
Jul 1979 - Jun 1983 |
18.46%
149 out of 807 |
-14.09%
Oct 1969 - Sep 1974 |
+12.24% |
+43.09%
Nov 1978 - Oct 1983 |
9.06%
72 out of 795 |
-18.80%
Oct 1969 - Sep 1974 |
+9.51% |
+36.28%
Nov 1978 - Oct 1983 |
16.23%
129 out of 795 |
-14.96%
Jan 1969 - Dec 1974 |
+11.93% |
+38.72%
Mar 1979 - Feb 1985 |
5.87%
46 out of 783 |
-19.19%
Jan 1969 - Dec 1974 |
+9.33% |
+32.87%
Mar 1979 - Feb 1985 |
13.03%
102 out of 783 |
-9.58%
Jan 1968 - Dec 1974 |
+11.61% |
+35.27%
Mar 1978 - Feb 1985 |
5.84%
45 out of 771 |
-13.71%
Jan 1968 - Dec 1974 |
+9.03% |
+29.85%
Mar 1978 - Feb 1985 |
12.45%
96 out of 771 |
-3.51%
Mar 2001 - Feb 2009 |
+11.99% |
+33.00%
Jan 1975 - Dec 1982 |
6.85%
52 out of 759 |
-7.15%
Jan 1967 - Dec 1974 |
+9.38% |
+27.33%
Jun 1975 - May 1983 |
12.38%
94 out of 759 |
-4.56%
Mar 2000 - Feb 2009 |
+11.77% |
+35.39%
Jan 1975 - Dec 1983 |
3.21%
24 out of 747 |
-7.34%
Jan 1966 - Dec 1974 |
+9.10% |
+29.65%
Jan 1975 - Dec 1983 |
11.24%
84 out of 747 |
-0.72%
Nov 1968 - Oct 1978 |
+11.54% |
+32.70%
Jan 1975 - Dec 1984 |
0.41%
3 out of 735 |
-5.16%
Nov 1968 - Oct 1978 |
+8.95% |
+27.37%
Jan 1975 - Dec 1984 |
9.80%
72 out of 735 |
-0.63%
Apr 1998 - Mar 2009 |
+11.82% |
+30.11%
Jan 1975 - Dec 1985 |
0.28%
2 out of 723 |
-2.75%
Jan 1964 - Dec 1974 |
+9.16% |
+25.18%
Jan 1975 - Dec 1985 |
6.50%
47 out of 723 |
+2.25%
Jan 1963 - Dec 1974 |
+11.62% |
+26.29%
Jan 1975 - Dec 1986 |
0.00%
0 out of 711 |
-1.57%
Jan 1963 - Dec 1974 |
+9.25% |
+22.00%
Jan 1975 - Dec 1986 |
1.13%
8 out of 711 |
+0.98%
Jan 1962 - Dec 1974 |
+11.37% |
+25.48%
Oct 1974 - Sep 1987 |
0.00%
0 out of 699 |
-2.72%
Jan 1962 - Dec 1974 |
+9.07% |
+21.33%
Oct 1974 - Sep 1987 |
1.29%
9 out of 699 |
+2.67%
Jan 1961 - Dec 1974 |
+11.59% |
+22.69%
Oct 1974 - Sep 1988 |
0.00%
0 out of 687 |
-1.02%
Jan 1961 - Dec 1974 |
+9.17% |
+18.83%
Jan 1975 - Dec 1988 |
0.58%
4 out of 687 |
+2.44%
Jan 1960 - Dec 1974 |
+11.57% |
+22.95%
Oct 1974 - Sep 1989 |
0.00%
0 out of 675 |
-1.04%
Jan 1960 - Dec 1974 |
+8.83% |
+19.08%
Oct 1974 - Sep 1989 |
0.44%
3 out of 675 |
+3.37%
Jan 1959 - Dec 1974 |
+11.18% |
+18.91%
Apr 1975 - Mar 1991 |
0.00%
0 out of 663 |
-0.02%
Jan 1959 - Dec 1974 |
+8.46% |
+15.21%
Sep 1953 - Aug 1969 |
0.15%
1 out of 663 |
+6.17%
Mar 1992 - Feb 2009 |
+11.04% |
+19.86%
Jan 1975 - Dec 1991 |
0.00%
0 out of 651 |
+2.45%
Nov 1961 - Oct 1978 |
+8.02% |
+16.00%
Jan 1975 - Dec 1991 |
0.00%
0 out of 651 |
+5.41%
Jan 1957 - Dec 1974 |
+10.68% |
+20.46%
Jan 1975 - Dec 1992 |
0.00%
0 out of 639 |
+2.16%
Jan 1957 - Dec 1974 |
+7.84% |
+16.59%
Jan 1975 - Dec 1992 |
0.00%
0 out of 639 |
+5.56%
Jan 1956 - Dec 1974 |
+10.48% |
+20.87%
Jan 1975 - Dec 1993 |
0.00%
0 out of 627 |
+2.38%
Jan 1956 - Dec 1974 |
+7.90% |
+16.99%
Jan 1975 - Dec 1993 |
0.00%
0 out of 627 |
+5.73%
Apr 2000 - Mar 2020 |
+10.50% |
+19.12%
Jan 1975 - Dec 1994 |
0.00%
0 out of 615 |
+3.13%
Jan 1955 - Dec 1974 |
+7.85% |
+15.68%
Apr 1980 - Mar 2000 |
0.00%
0 out of 615 |
+6.83%
Feb 1984 - Jan 2009 |
+11.93% |
+19.80%
Jan 1975 - Dec 1999 |
0.00%
0 out of 555 |
+4.60%
Feb 1984 - Jan 2009 |
+8.83% |
+16.35%
Jan 1975 - Dec 1999 |
0.00%
0 out of 555 |
+8.91%
Jul 1983 - Jun 2013 |
+12.20% |
+16.68%
Jan 1975 - Dec 2004 |
0.00%
0 out of 495 |
+6.62%
Jul 1983 - Jun 2013 |
+8.92% |
+13.46%
Jan 1975 - Dec 2004 |
0.00%
0 out of 495 |
iShares Core S&P Small-Cap (IJR) to EUR ETF: Historical Returns