iShares Edge MSCI USA Value Factor (QDVI.DE): Rolling Returns

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Period: January 1975 - February 2025 (~50 years)
Currency: EUR
Inflation: Eurozone
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When holding the iShares Edge MSCI USA Value Factor (QDVI.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~50 years), the longest duration with a negative return was 146 months (from November 2000 to December 2012).

This indicates that, within the same timeframe, any rolling period of 147 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.

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.

ISHARES EDGE MSCI USA VALUE FACTOR (QDVI.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 March 1995 - 28 February 2025 (30 Years)
Time Period: 1 January 1975 - 28 February 2025 (~50 years)

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As of Feb 28, 2025, the annualized return of the previous 10 years has been 8.58%.

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 EDGE MSCI USA VALUE FACTOR (QDVI.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 March 1995 - 28 February 2025 (30 Years)
Time Period: 1 January 1975 - 28 February 2025 (~50 years)
Eurozone Inflation Adjusted:

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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.

ISHARES EDGE MSCI USA VALUE FACTOR (QDVI.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1975 - 28 February 2025 (~50 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-38.01%
Apr 2002 - Mar 2003
+12.54% +80.58%
Aug 1982 - Jul 1983
24.03%
142 out of 591
-39.45%
Apr 2002 - Mar 2003
+9.42% +77.05%
Aug 1996 - Jul 1997
28.09%
166 out of 591
-28.84%
Mar 2007 - Feb 2009
+12.70% +48.82%
Aug 1995 - Jul 1997
16.58%
96 out of 579
-30.38%
Mar 2007 - Feb 2009
+9.96% +46.09%
Aug 1995 - Jul 1997
20.90%
121 out of 579
-19.05%
Mar 2006 - Feb 2009
+11.87% +43.54%
Mar 1982 - Feb 1985
14.81%
84 out of 567
-20.70%
Mar 2006 - Feb 2009
+9.20% +39.26%
Mar 1982 - Feb 1985
20.81%
118 out of 567
-10.23%
Mar 2005 - Feb 2009
+11.58% +36.73%
Oct 1980 - Sep 1984
12.97%
72 out of 555
-12.13%
Mar 2005 - Feb 2009
+8.56% +31.26%
Oct 1980 - Sep 1984
16.94%
94 out of 555
-7.03%
Mar 2004 - Feb 2009
+10.90% +36.83%
Mar 1980 - Feb 1985
11.60%
63 out of 543
-8.98%
Mar 2004 - Feb 2009
+8.18% +31.43%
Mar 1980 - Feb 1985
17.31%
94 out of 543
-3.51%
Apr 2002 - Mar 2008
+11.25% +32.96%
Mar 1979 - Feb 1985
5.84%
31 out of 531
-5.71%
Apr 2002 - Mar 2008
+9.33% +27.35%
Mar 1979 - Feb 1985
13.94%
74 out of 531
-8.07%
Apr 2002 - Mar 2009
+11.56% +29.95%
Mar 1978 - Feb 1985
5.01%
26 out of 519
-9.93%
Apr 2002 - Mar 2009
+8.96% +24.74%
Mar 1978 - Feb 1985
8.67%
45 out of 519
-6.60%
Mar 2001 - Feb 2009
+11.73% +25.91%
Sep 1992 - Aug 2000
5.52%
28 out of 507
-8.56%
Mar 2001 - Feb 2009
+9.85% +23.33%
Sep 1992 - Aug 2000
7.10%
36 out of 507
-5.74%
Apr 2000 - Mar 2009
+11.81% +23.81%
Jan 1975 - Dec 1983
6.46%
32 out of 495
-7.71%
Apr 2000 - Mar 2009
+9.87% +19.73%
Oct 1978 - Sep 1987
8.89%
44 out of 495
-2.86%
Sep 2000 - Aug 2010
+11.86% +24.14%
Nov 1990 - Oct 2000
7.04%
34 out of 483
-4.84%
Apr 1999 - Mar 2009
+9.87% +21.24%
Nov 1990 - Oct 2000
9.52%
46 out of 483
-2.53%
Sep 2000 - Aug 2011
+11.95% +22.21%
Jan 1975 - Dec 1985
3.61%
17 out of 471
-4.51%
Sep 2000 - Aug 2011
+9.69% +17.58%
Jan 1975 - Dec 1985
10.19%
48 out of 471
-0.06%
Nov 2000 - Oct 2012
+12.05% +19.90%
Jan 1975 - Dec 1986
0.22%
1 out of 459
-2.18%
Nov 2000 - Oct 2012
+9.68% +16.56%
May 1988 - Apr 2000
8.93%
41 out of 459
+1.26%
Sep 2000 - Aug 2013
+12.08% +19.79%
Dec 1987 - Nov 2000
0.00%
0 out of 447
-0.78%
Sep 2000 - Aug 2013
+9.78% +16.81%
Dec 1987 - Nov 2000
1.57%
7 out of 447
+2.42%
Oct 1997 - Sep 2011
+12.06% +18.14%
Feb 1975 - Jan 1989
0.00%
0 out of 435
+0.43%
Oct 1997 - Sep 2011
+9.51% +14.55%
Jan 1988 - Dec 2001
0.00%
0 out of 435
+3.42%
Sep 2000 - Aug 2015
+11.58% +18.71%
Aug 1982 - Jul 1997
0.00%
0 out of 423
+1.58%
Sep 2000 - Aug 2015
+9.01% +15.98%
Aug 1982 - Jul 1997
0.00%
0 out of 423
+3.94%
Nov 2000 - Oct 2016
+10.53% +18.47%
Apr 1982 - Mar 1998
0.00%
0 out of 411
+2.17%
Nov 2000 - Oct 2016
+8.03% +15.69%
Apr 1982 - Mar 1998
0.00%
0 out of 411
+4.16%
Sep 2000 - Aug 2017
+9.47% +19.47%
Aug 1980 - Jul 1997
0.00%
0 out of 399
+2.41%
Sep 2000 - Aug 2017
+7.41% +16.25%
Aug 1980 - Jul 1997
0.00%
0 out of 399
+4.45%
Apr 2002 - Mar 2020
+9.37% +19.90%
Apr 1980 - Mar 1998
0.00%
0 out of 387
+2.83%
Apr 2002 - Mar 2020
+7.24% +16.71%
Apr 1980 - Mar 1998
0.00%
0 out of 387
+4.47%
Jun 2001 - May 2020
+9.47% +19.31%
Jul 1980 - Jun 1999
0.00%
0 out of 375
+2.84%
Jun 2001 - May 2020
+7.44% +16.30%
Jul 1980 - Jun 1999
0.00%
0 out of 375
+3.87%
Nov 2000 - Oct 2020
+9.69% +19.65%
Apr 1980 - Mar 2000
0.00%
0 out of 363
+2.24%
Nov 2000 - Oct 2020
+7.49% +16.61%
Apr 1980 - Mar 2000
0.00%
0 out of 363
+6.56%
May 1998 - Apr 2023
+9.97% +18.08%
Jan 1975 - Dec 1999
0.00%
0 out of 303
+4.36%
Jul 1999 - Jun 2024
+7.82% +14.68%
Jan 1975 - Dec 1999
0.00%
0 out of 303
+8.91%
Nov 1993 - Oct 2023
+10.26% +14.64%
Jan 1975 - Dec 2004
0.00%
0 out of 243
+6.69%
Nov 1993 - Oct 2023
+8.09% +11.47%
Jan 1975 - Dec 2004
0.00%
0 out of 243
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