iShares Global Infrastructure ETF (IGF): Rolling Returns

Time Period: from January 2008 to September 2024 (~17 years)
(Change Settings)
The minimum date range must be at least 24 months. 'Date To' cannot be beyond September 2024.
Reset settings
Close

When holding the iShares Global Infrastructure ETF (IGF) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~17 years), the longest duration with a negative return was 98 months (from January 2008 to February 2016).

This indicates that, within the same timeframe, any rolling period of 99 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.

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 GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 October 2014 - 30 September 2024 (10 Years)
Time Period: 1 January 2008 - 30 September 2024 (~17 years)
US Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

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 GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2008 - 30 September 2024 (~17 years)
US Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-48.46%
Mar 2008 - Feb 2009
+7.06% +49.33%
Mar 2009 - Feb 2010
32.63%
62 out of 190
-48.47%
Mar 2008 - Feb 2009
+4.30% +46.19%
Mar 2009 - Feb 2010
38.95%
74 out of 190
-18.12%
Jun 2008 - May 2010
+5.20% +32.79%
Mar 2009 - Feb 2011
17.42%
31 out of 178
-18.52%
Jun 2008 - May 2010
+2.57% +30.01%
Mar 2009 - Feb 2011
30.90%
55 out of 178
-8.27%
Jan 2008 - Dec 2010
+6.09% +20.16%
Mar 2009 - Feb 2012
11.45%
19 out of 166
-9.54%
Jan 2008 - Dec 2010
+3.76% +17.36%
Mar 2009 - Feb 2012
21.69%
36 out of 166
-6.55%
Jan 2008 - Dec 2011
+5.97% +16.81%
Mar 2009 - Feb 2013
7.14%
11 out of 154
-8.22%
Jan 2008 - Dec 2011
+4.00% +14.19%
Mar 2009 - Feb 2013
20.13%
31 out of 154
-3.07%
Jan 2008 - Dec 2012
+5.66% +16.41%
Mar 2009 - Feb 2014
6.34%
9 out of 142
-4.78%
Jan 2008 - Dec 2012
+3.40% +14.06%
Mar 2009 - Feb 2014
16.20%
23 out of 142
-0.53%
Jan 2008 - Dec 2013
+5.95% +15.02%
Mar 2009 - Feb 2015
1.54%
2 out of 130
-2.24%
Jan 2008 - Dec 2013
+3.84% +13.10%
Mar 2009 - Feb 2015
13.08%
17 out of 130
+1.10%
Jan 2008 - Dec 2014
+5.55% +10.93%
Apr 2009 - Mar 2016
0.00%
0 out of 118
-0.49%
Jan 2008 - Dec 2014
+3.07% +9.14%
Apr 2009 - Mar 2016
1.69%
2 out of 118
-0.65%
Jan 2008 - Dec 2015
+5.59% +11.40%
Mar 2009 - Feb 2017
0.94%
1 out of 106
-2.10%
Jan 2008 - Dec 2015
+3.41% +9.50%
Mar 2009 - Feb 2017
4.72%
5 out of 106
+0.67%
Jan 2008 - Dec 2016
+6.05% +10.98%
Mar 2009 - Feb 2018
0.00%
0 out of 94
-0.86%
Jan 2008 - Dec 2016
+3.78% +9.03%
Mar 2009 - Feb 2018
2.13%
2 out of 94
+2.37%
Jun 2008 - May 2018
+5.62% +10.51%
Mar 2009 - Feb 2019
0.00%
0 out of 82
+0.78%
Jan 2008 - Dec 2017
+3.49% +8.60%
Mar 2009 - Feb 2019
0.00%
0 out of 82
+1.21%
Jan 2008 - Dec 2018
+5.95% +9.91%
Mar 2009 - Feb 2020
0.00%
0 out of 70
-0.42%
Jan 2008 - Dec 2018
+3.53% +7.95%
Mar 2009 - Feb 2020
1.43%
1 out of 70
+1.13%
Apr 2008 - Mar 2020
+5.87% +9.03%
Mar 2009 - Feb 2021
0.00%
0 out of 58
-0.46%
Apr 2008 - Mar 2020
+3.39% +7.10%
Mar 2009 - Feb 2021
3.45%
2 out of 58
+2.29%
Jan 2008 - Dec 2020
+5.87% +9.46%
Mar 2009 - Feb 2022
0.00%
0 out of 46
+0.62%
Jan 2008 - Dec 2020
+3.33% +7.04%
Mar 2009 - Feb 2022
0.00%
0 out of 46
+2.93%
Jan 2008 - Dec 2021
+5.77% +8.68%
Mar 2009 - Feb 2023
0.00%
0 out of 34
+0.86%
Jan 2008 - Dec 2021
+3.09% +6.01%
Mar 2009 - Feb 2023
0.00%
0 out of 34
+2.65%
Jan 2008 - Dec 2022
+5.75% +8.19%
Mar 2009 - Feb 2024
0.00%
0 out of 22
+0.31%
Jan 2008 - Dec 2022
+3.32% +5.48%
Mar 2009 - Feb 2024
0.00%
0 out of 22
+2.86%
Jan 2008 - Dec 2023
+3.62% +5.97%
Oct 2008 - Sep 2024
0.00%
0 out of 10
+0.45%
Jan 2008 - Dec 2023
+1.21% +3.60%
Oct 2008 - Sep 2024
0.00%
0 out of 10
The first official book of
Build wealth
with Lazy Portfolios and Passive Investing