When holding the iShares Global REIT ETF (REET) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~39 years), the longest duration with a negative return was 92 months (from February 2007 to September 2014).
This indicates that, within the same timeframe, any rolling period of 93 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 Global REIT ETF (REET) 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 Aug 31, 2024, the annualized return of the previous 10 years has been 4.09%.
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 |
---|---|---|---|
-56.73%
Mar 2008 - Feb 2009 |
+8.66% |
+79.32%
Mar 2009 - Feb 2010 |
28.04%
127 out of 453 |
-56.73%
Mar 2008 - Feb 2009 |
+6.19% |
+75.54%
Mar 2009 - Feb 2010 |
35.10%
159 out of 453 |
-41.42%
Mar 2007 - Feb 2009 |
+7.79% |
+51.07%
Mar 2009 - Feb 2011 |
21.54%
95 out of 441 |
-42.60%
Mar 2007 - Feb 2009 |
+5.51% |
+47.91%
Mar 2009 - Feb 2011 |
29.02%
128 out of 441 |
-23.53%
Mar 2006 - Feb 2009 |
+7.36% |
+33.94%
Apr 2003 - Mar 2006 |
19.35%
83 out of 429 |
-25.16%
Mar 2006 - Feb 2009 |
+4.99% |
+30.31%
Apr 2003 - Mar 2006 |
30.77%
132 out of 429 |
-12.45%
Mar 2005 - Feb 2009 |
+6.61% |
+33.34%
Feb 2003 - Jan 2007 |
16.31%
68 out of 417 |
-14.62%
Mar 2005 - Feb 2009 |
+3.93% |
+29.78%
Feb 2003 - Jan 2007 |
27.10%
113 out of 417 |
-6.86%
Mar 2004 - Feb 2009 |
+5.80% |
+26.23%
Feb 2002 - Jan 2007 |
7.65%
31 out of 405 |
-9.26%
Mar 2004 - Feb 2009 |
+3.19% |
+22.86%
Feb 2002 - Jan 2007 |
27.65%
112 out of 405 |
-1.83%
Dec 2006 - Nov 2012 |
+6.35% |
+23.39%
Feb 2001 - Jan 2007 |
4.58%
18 out of 393 |
-4.02%
Dec 2006 - Nov 2012 |
+3.67% |
+20.40%
Feb 2001 - Jan 2007 |
19.08%
75 out of 393 |
-1.14%
Feb 2007 - Jan 2014 |
+6.52% |
+23.76%
Feb 2000 - Jan 2007 |
1.05%
4 out of 381 |
-3.17%
Feb 2007 - Jan 2014 |
+4.05% |
+20.55%
Feb 2000 - Jan 2007 |
10.76%
41 out of 381 |
+1.10%
Nov 2015 - Oct 2023 |
+6.70% |
+20.20%
Nov 1999 - Oct 2007 |
0.00%
0 out of 369 |
-2.11%
Nov 2015 - Oct 2023 |
+4.10% |
+16.96%
Nov 1999 - Oct 2007 |
7.05%
26 out of 369 |
+0.56%
Feb 2007 - Jan 2016 |
+7.28% |
+16.75%
Nov 1998 - Oct 2007 |
0.00%
0 out of 357 |
-1.52%
Nov 2014 - Oct 2023 |
+4.68% |
+13.63%
Nov 1998 - Oct 2007 |
3.36%
12 out of 357 |
+1.39%
Feb 2007 - Jan 2017 |
+7.50% |
+15.08%
Feb 1997 - Jan 2007 |
0.00%
0 out of 345 |
-0.71%
Dec 1989 - Nov 1999 |
+4.79% |
+12.59%
Mar 2009 - Feb 2019 |
2.32%
8 out of 345 |
+1.31%
Mar 1998 - Feb 2009 |
+7.79% |
+14.91%
Feb 1996 - Jan 2007 |
0.00%
0 out of 333 |
-1.17%
Mar 1998 - Feb 2009 |
+5.27% |
+12.08%
Feb 1996 - Jan 2007 |
2.40%
8 out of 333 |
+1.98%
Jan 2007 - Dec 2018 |
+7.64% |
+14.68%
Mar 1995 - Feb 2007 |
0.00%
0 out of 321 |
+0.14%
Jan 2007 - Dec 2018 |
+5.20% |
+11.83%
Mar 1995 - Feb 2007 |
0.00%
0 out of 321 |
+0.46%
Apr 2007 - Mar 2020 |
+7.36% |
+13.22%
Dec 1993 - Nov 2006 |
0.00%
0 out of 309 |
-1.29%
Apr 2007 - Mar 2020 |
+4.85% |
+10.43%
Dec 1993 - Nov 2006 |
1.62%
5 out of 309 |
+1.51%
Nov 2006 - Oct 2020 |
+7.64% |
+14.23%
Feb 1993 - Jan 2007 |
0.00%
0 out of 297 |
-0.31%
Nov 2006 - Oct 2020 |
+5.12% |
+11.38%
Feb 1993 - Jan 2007 |
0.67%
2 out of 297 |
+1.90%
Nov 2007 - Oct 2022 |
+7.95% |
+13.31%
May 1992 - Apr 2007 |
0.00%
0 out of 285 |
-0.47%
Nov 2007 - Oct 2022 |
+5.27% |
+10.40%
May 1992 - Apr 2007 |
0.70%
2 out of 285 |
+1.36%
Nov 2007 - Oct 2023 |
+8.17% |
+12.81%
Feb 1991 - Jan 2007 |
0.00%
0 out of 273 |
-1.05%
Nov 2007 - Oct 2023 |
+5.52% |
+9.94%
Feb 1991 - Jan 2007 |
4.03%
11 out of 273 |
+1.68%
Nov 2006 - Oct 2023 |
+8.34% |
+12.29%
Oct 1990 - Sep 2007 |
0.00%
0 out of 261 |
-0.81%
Nov 2006 - Oct 2023 |
+5.72% |
+9.33%
Oct 1990 - Sep 2007 |
3.07%
8 out of 261 |
+3.10%
May 2006 - Apr 2024 |
+8.60% |
+10.75%
Feb 1986 - Jan 2004 |
0.00%
0 out of 249 |
+0.59%
May 2006 - Apr 2024 |
+5.97% |
+7.81%
Dec 1999 - Nov 2017 |
0.00%
0 out of 249 |
+3.91%
Mar 1990 - Feb 2009 |
+8.43% |
+11.87%
Jan 1986 - Dec 2004 |
0.00%
0 out of 237 |
+1.17%
Mar 1990 - Feb 2009 |
+5.87% |
+8.62%
Jan 1986 - Dec 2004 |
0.00%
0 out of 237 |
+3.71%
Mar 1989 - Feb 2009 |
+8.29% |
+12.12%
Feb 1986 - Jan 2006 |
0.00%
0 out of 225 |
+0.85%
Mar 1989 - Feb 2009 |
+5.75% |
+8.84%
Feb 1986 - Jan 2006 |
0.00%
0 out of 225 |
+5.83%
Oct 1997 - Sep 2022 |
+7.76% |
+9.71%
Jan 1986 - Dec 2010 |
0.00%
0 out of 165 |
+3.28%
Oct 1997 - Sep 2022 |
+5.21% |
+6.68%
Jan 1986 - Dec 2010 |
0.00%
0 out of 165 |
+6.09%
Nov 1993 - Oct 2023 |
+7.41% |
+9.47%
Jan 1986 - Dec 2015 |
0.00%
0 out of 105 |
+3.47%
Nov 1993 - Oct 2023 |
+4.81% |
+6.67%
Jan 1986 - Dec 2015 |
0.00%
0 out of 105 |
iShares Global REIT ETF (REET) ETF: Historical Returns