When holding the iShares S&P 500 Communication Sector (IU5C.DE) 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 77 months (from August 2016 to December 2022).
This indicates that, within the same timeframe, any rolling period of 78 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 S&P 500 Communication Sector (IU5C.DE) 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 |
---|---|---|---|
-36.16%
Jan 2022 - Dec 2022 |
+13.59% |
+49.78%
Mar 2023 - Feb 2024 |
25.33%
57 out of 225 |
-41.54%
Jan 2022 - Dec 2022 |
+11.55% |
+46.61%
Apr 2020 - Mar 2021 |
27.56%
62 out of 225 |
-23.75%
Jun 2007 - May 2009 |
+11.83% |
+27.59%
Sep 2019 - Aug 2021 |
26.29%
56 out of 213 |
-25.12%
Jun 2007 - May 2009 |
+10.43% |
+25.86%
Sep 2019 - Aug 2021 |
29.58%
63 out of 213 |
-12.65%
Nov 2006 - Oct 2009 |
+8.85% |
+25.73%
Jan 2019 - Dec 2021 |
19.40%
39 out of 201 |
-14.24%
Nov 2006 - Oct 2009 |
+5.93% |
+23.38%
Jan 2019 - Dec 2021 |
29.35%
59 out of 201 |
-5.08%
Dec 2005 - Nov 2009 |
+8.77% |
+20.18%
Nov 2009 - Oct 2013 |
17.99%
34 out of 189 |
-6.82%
Dec 2005 - Nov 2009 |
+5.90% |
+18.97%
Jan 2013 - Dec 2016 |
20.11%
38 out of 189 |
-1.58%
Feb 2007 - Jan 2012 |
+8.54% |
+19.37%
Nov 2009 - Oct 2014 |
5.08%
9 out of 177 |
-3.55%
Feb 2007 - Jan 2012 |
+6.60% |
+17.51%
Jan 2012 - Dec 2016 |
10.73%
19 out of 177 |
-1.13%
Jan 2017 - Dec 2022 |
+8.53% |
+19.89%
Mar 2009 - Feb 2015 |
0.61%
1 out of 165 |
-3.95%
Jan 2017 - Dec 2022 |
+7.43% |
+18.26%
Mar 2009 - Feb 2015 |
6.06%
10 out of 165 |
+2.45%
Jan 2016 - Dec 2022 |
+9.07% |
+18.09%
Aug 2009 - Jul 2016 |
0.00%
0 out of 153 |
-0.22%
Jan 2016 - Dec 2022 |
+7.72% |
+16.59%
Aug 2009 - Jul 2016 |
0.65%
1 out of 153 |
+3.65%
Mar 2015 - Feb 2023 |
+8.96% |
+18.24%
Jan 2009 - Dec 2016 |
0.00%
0 out of 141 |
+1.06%
Mar 2015 - Feb 2023 |
+7.72% |
+16.77%
Jan 2009 - Dec 2016 |
0.00%
0 out of 141 |
+5.37%
Jan 2014 - Dec 2022 |
+9.51% |
+13.66%
Jan 2009 - Dec 2017 |
0.00%
0 out of 129 |
+3.22%
Jan 2014 - Dec 2022 |
+7.47% |
+12.23%
Jan 2009 - Dec 2017 |
0.00%
0 out of 129 |
+6.20%
Jul 2007 - Jun 2017 |
+9.53% |
+14.39%
Sep 2011 - Aug 2021 |
0.00%
0 out of 117 |
+4.63%
Jan 2013 - Dec 2022 |
+7.85% |
+13.01%
Sep 2011 - Aug 2021 |
0.00%
0 out of 117 |
+4.42%
Jun 2007 - May 2018 |
+9.58% |
+13.33%
Sep 2010 - Aug 2021 |
0.00%
0 out of 105 |
+2.93%
Jun 2007 - May 2018 |
+7.88% |
+11.83%
Sep 2010 - Aug 2021 |
0.00%
0 out of 105 |
+4.60%
Jan 2007 - Dec 2018 |
+9.36% |
+14.76%
Sep 2009 - Aug 2021 |
0.00%
0 out of 93 |
+3.08%
Jan 2007 - Dec 2018 |
+7.72% |
+13.22%
Sep 2009 - Aug 2021 |
0.00%
0 out of 93 |
+5.18%
Apr 2007 - Mar 2020 |
+9.22% |
+14.15%
Jan 2009 - Dec 2021 |
0.00%
0 out of 81 |
+3.74%
Apr 2007 - Mar 2020 |
+7.06% |
+12.53%
Jan 2009 - Dec 2021 |
0.00%
0 out of 81 |
+5.69%
Apr 2006 - Mar 2020 |
+8.91% |
+12.02%
Jul 2010 - Jun 2024 |
0.00%
0 out of 69 |
+4.21%
Apr 2006 - Mar 2020 |
+7.23% |
+9.62%
Jul 2010 - Jun 2024 |
0.00%
0 out of 69 |
+5.68%
Jan 2008 - Dec 2022 |
+8.37% |
+12.89%
Jul 2009 - Jun 2024 |
0.00%
0 out of 57 |
+3.64%
Nov 2007 - Oct 2022 |
+6.64% |
+10.52%
Jul 2009 - Jun 2024 |
0.00%
0 out of 57 |
+4.98%
Jan 2007 - Dec 2022 |
+7.97% |
+11.50%
Jul 2008 - Jun 2024 |
0.00%
0 out of 45 |
+2.90%
Jan 2007 - Dec 2022 |
+6.11% |
+9.31%
Jul 2008 - Jun 2024 |
0.00%
0 out of 45 |
+5.95%
Jan 2006 - Dec 2022 |
+7.45% |
+9.78%
Jan 2005 - Dec 2021 |
0.00%
0 out of 33 |
+3.86%
Jan 2006 - Dec 2022 |
+5.30% |
+8.03%
Jan 2005 - Dec 2021 |
0.00%
0 out of 33 |
+6.52%
Jan 2005 - Dec 2022 |
+7.84% |
+9.14%
Jul 2006 - Jun 2024 |
0.00%
0 out of 21 |
+4.41%
Jan 2005 - Dec 2022 |
+5.64% |
+6.90%
Jul 2006 - Jun 2024 |
0.00%
0 out of 21 |
+8.42%
Jan 2005 - Dec 2023 |
+9.13% |
+9.46%
Apr 2005 - Mar 2024 |
0.00%
0 out of 9 |
+6.22%
Jan 2005 - Dec 2023 |
+6.87% |
+7.21%
Apr 2005 - Mar 2024 |
0.00%
0 out of 9 |
iShares S&P 500 Communication Sector (IU5C.DE) ETF: Historical Returns