When holding the iShares Core S&P Total US Stock Mkt (ITOT) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~20 years), the longest duration with a negative return was 68 months (from January 2005 to August 2010).
This indicates that, within the same timeframe, any rolling period of 69 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 Total US Stock Mkt (ITOT) 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 |
---|---|---|---|
-43.14%
Mar 2008 - Feb 2009 |
+13.72% |
+62.68%
Apr 2020 - Mar 2021 |
18.14%
41 out of 226 |
-43.14%
Mar 2008 - Feb 2009 |
+11.46% |
+58.53%
Apr 2020 - Mar 2021 |
21.68%
49 out of 226 |
-26.20%
Mar 2007 - Feb 2009 |
+11.04% |
+38.10%
Mar 2009 - Feb 2011 |
14.02%
30 out of 214 |
-27.69%
Mar 2007 - Feb 2009 |
+8.62% |
+35.21%
Mar 2009 - Feb 2011 |
21.03%
45 out of 214 |
-15.29%
Mar 2006 - Feb 2009 |
+11.31% |
+25.89%
Mar 2009 - Feb 2012 |
13.37%
27 out of 202 |
-17.10%
Mar 2006 - Feb 2009 |
+9.50% |
+22.95%
Mar 2009 - Feb 2012 |
15.84%
32 out of 202 |
-9.80%
Mar 2005 - Feb 2009 |
+12.41% |
+22.67%
Mar 2009 - Feb 2013 |
17.89%
34 out of 190 |
-12.03%
Mar 2005 - Feb 2009 |
+10.28% |
+19.91%
Mar 2009 - Feb 2013 |
20.53%
39 out of 190 |
-1.02%
Oct 2006 - Sep 2011 |
+11.48% |
+23.38%
Mar 2009 - Feb 2014 |
3.93%
7 out of 178 |
-3.19%
Oct 2006 - Sep 2011 |
+9.29% |
+20.89%
Mar 2009 - Feb 2014 |
15.17%
27 out of 178 |
+0.79%
Oct 2005 - Sep 2011 |
+12.10% |
+22.01%
Mar 2009 - Feb 2015 |
0.00%
0 out of 166 |
-1.39%
Oct 2005 - Sep 2011 |
+9.70% |
+19.97%
Mar 2009 - Feb 2015 |
1.81%
3 out of 166 |
+2.79%
Jan 2005 - Dec 2011 |
+12.62% |
+17.30%
Mar 2009 - Feb 2016 |
0.00%
0 out of 154 |
+0.32%
Jan 2005 - Dec 2011 |
+9.58% |
+15.48%
Mar 2009 - Feb 2016 |
0.00%
0 out of 154 |
+4.33%
Jan 2005 - Dec 2012 |
+12.01% |
+18.39%
Mar 2009 - Feb 2017 |
0.00%
0 out of 142 |
+1.92%
Jan 2005 - Dec 2012 |
+9.74% |
+16.37%
Mar 2009 - Feb 2017 |
0.00%
0 out of 142 |
+5.61%
Feb 2007 - Jan 2016 |
+11.45% |
+18.15%
Mar 2009 - Feb 2018 |
0.00%
0 out of 130 |
+3.81%
Feb 2007 - Jan 2016 |
+8.72% |
+16.07%
Mar 2009 - Feb 2018 |
0.00%
0 out of 130 |
+6.39%
Mar 2006 - Feb 2016 |
+12.06% |
+16.77%
Mar 2009 - Feb 2019 |
0.00%
0 out of 118 |
+4.54%
Feb 2006 - Jan 2016 |
+9.21% |
+14.74%
Mar 2009 - Feb 2019 |
0.00%
0 out of 118 |
+6.62%
Mar 2005 - Feb 2016 |
+12.47% |
+16.53%
Sep 2010 - Aug 2021 |
0.00%
0 out of 106 |
+4.60%
Mar 2005 - Feb 2016 |
+9.57% |
+14.17%
Sep 2010 - Aug 2021 |
0.00%
0 out of 106 |
+7.14%
Jan 2007 - Dec 2018 |
+11.46% |
+17.34%
Mar 2009 - Feb 2021 |
0.00%
0 out of 94 |
+5.21%
Jan 2007 - Dec 2018 |
+8.87% |
+15.26%
Mar 2009 - Feb 2021 |
0.00%
0 out of 94 |
+6.75%
Apr 2007 - Mar 2020 |
+11.32% |
+16.92%
Mar 2009 - Feb 2022 |
0.00%
0 out of 82 |
+4.89%
Apr 2007 - Mar 2020 |
+9.13% |
+14.33%
Mar 2009 - Feb 2022 |
0.00%
0 out of 82 |
+7.04%
Apr 2006 - Mar 2020 |
+10.21% |
+14.91%
Mar 2009 - Feb 2023 |
0.00%
0 out of 70 |
+5.09%
Apr 2006 - Mar 2020 |
+8.04% |
+12.08%
Mar 2009 - Feb 2023 |
0.00%
0 out of 70 |
+7.43%
Apr 2005 - Mar 2020 |
+9.96% |
+15.77%
Mar 2009 - Feb 2024 |
0.00%
0 out of 58 |
+5.37%
Apr 2005 - Mar 2020 |
+7.67% |
+12.87%
Mar 2009 - Feb 2024 |
0.00%
0 out of 58 |
+8.35%
Nov 2007 - Oct 2023 |
+9.83% |
+12.39%
Oct 2008 - Sep 2024 |
0.00%
0 out of 46 |
+5.77%
Nov 2007 - Oct 2023 |
+7.60% |
+9.87%
Oct 2008 - Sep 2024 |
0.00%
0 out of 46 |
+8.52%
Oct 2005 - Sep 2022 |
+9.38% |
+10.55%
Jan 2005 - Dec 2021 |
0.00%
0 out of 34 |
+6.00%
Oct 2005 - Sep 2022 |
+6.73% |
+8.10%
Jan 2005 - Dec 2021 |
0.00%
0 out of 34 |
+8.62%
Jan 2005 - Dec 2022 |
+9.54% |
+10.41%
Aug 2006 - Jul 2024 |
0.00%
0 out of 22 |
+5.98%
Jan 2005 - Dec 2022 |
+6.84% |
+7.79%
Sep 2006 - Aug 2024 |
0.00%
0 out of 22 |
+9.48%
Jan 2005 - Dec 2023 |
+10.09% |
+10.38%
Oct 2005 - Sep 2024 |
0.00%
0 out of 10 |
+6.77%
Jan 2005 - Dec 2023 |
+7.33% |
+7.74%
Oct 2005 - Sep 2024 |
0.00%
0 out of 10 |
iShares Core S&P Total US Stock Mkt (ITOT) ETF: Historical Returns