When holding the iShares Genomics Immunology and Healthcare ETF (IDNA) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~5 years), the longest duration with a negative return was 62 months (from August 2019 to September 2024). This negative serie is not closed yet.
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 Genomics Immunology and Healthcare ETF (IDNA) 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 |
---|---|---|---|
-47.40%
Oct 2021 - Sep 2022 |
-3.99% |
+80.66%
Feb 2020 - Jan 2021 |
51.92%
27 out of 52 |
-51.39%
Oct 2021 - Sep 2022 |
-10.42% |
+78.18%
Feb 2020 - Jan 2021 |
59.62%
31 out of 52 |
-39.20%
Nov 2021 - Oct 2023 |
-12.21% |
+50.15%
Sep 2019 - Aug 2021 |
75.00%
30 out of 40 |
-42.36%
Nov 2021 - Oct 2023 |
-18.06% |
+45.47%
Sep 2019 - Aug 2021 |
75.00%
30 out of 40 |
-23.22%
Feb 2021 - Jan 2024 |
-15.71% |
+7.87%
Sep 2019 - Aug 2022 |
78.57%
22 out of 28 |
-27.34%
Feb 2021 - Jan 2024 |
-20.24% |
+2.87%
Sep 2019 - Aug 2022 |
85.71%
24 out of 28 |
-11.06%
Jul 2020 - Jun 2024 |
-6.16% |
-1.16%
Sep 2019 - Aug 2023 |
100.00%
16 out of 16 |
-15.34%
Jul 2020 - Jun 2024 |
-10.24% |
-5.48%
Sep 2019 - Aug 2023 |
100.00%
16 out of 16 |
-1.16%
Jul 2019 - Jun 2024 |
-0.12% |
+2.18%
Oct 2019 - Sep 2024 |
50.00%
2 out of 4 |
-5.12%
Jul 2019 - Jun 2024 |
-4.10% |
-1.92%
Oct 2019 - Sep 2024 |
100.00%
4 out of 4 |
iShares Genomics Immunology and Healthcare ETF (IDNA) ETF: Historical Returns