When holding the iShares S&P 500 Consumer Staples (2B7D.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~26 years), the longest duration with a negative return was 135 months (from November 2000 to January 2012).
This indicates that, within the same timeframe, any rolling period of 136 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 Consumer Staples (2B7D.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 |
---|---|---|---|
-42.06%
Apr 2002 - Mar 2003 |
+7.85% |
+49.36%
Mar 2014 - Feb 2015 |
28.28%
84 out of 297 |
-43.40%
Apr 2002 - Mar 2003 |
+5.86% |
+49.76%
Mar 2014 - Feb 2015 |
33.67%
100 out of 297 |
-23.72%
Jun 2001 - May 2003 |
+9.11% |
+28.39%
Feb 2013 - Jan 2015 |
21.40%
61 out of 285 |
-25.17%
Jun 2001 - May 2003 |
+6.98% |
+28.28%
Feb 2013 - Jan 2015 |
28.77%
82 out of 285 |
-16.00%
Dec 2000 - Nov 2003 |
+7.79% |
+24.78%
Mar 2012 - Feb 2015 |
20.15%
55 out of 273 |
-17.76%
Dec 2000 - Nov 2003 |
+4.70% |
+23.84%
Mar 2012 - Feb 2015 |
23.81%
65 out of 273 |
-13.31%
Dec 2000 - Nov 2004 |
+6.80% |
+24.48%
Apr 2011 - Mar 2015 |
21.07%
55 out of 261 |
-15.15%
Dec 2000 - Nov 2004 |
+4.57% |
+23.01%
Apr 2011 - Mar 2015 |
25.29%
66 out of 261 |
-7.81%
Nov 2000 - Oct 2005 |
+8.61% |
+21.42%
Jul 2011 - Jun 2016 |
20.08%
50 out of 249 |
-9.86%
Nov 2000 - Oct 2005 |
+6.04% |
+20.27%
Jul 2011 - Jun 2016 |
24.10%
60 out of 249 |
-6.65%
Apr 2002 - Mar 2008 |
+8.86% |
+22.46%
Apr 2009 - Mar 2015 |
18.57%
44 out of 237 |
-8.77%
Apr 2002 - Mar 2008 |
+6.67% |
+20.64%
Apr 2009 - Mar 2015 |
24.47%
58 out of 237 |
-6.77%
Apr 2002 - Mar 2009 |
+9.26% |
+20.41%
Jul 2009 - Jun 2016 |
19.11%
43 out of 225 |
-8.67%
Apr 2002 - Mar 2009 |
+6.83% |
+18.89%
Jul 2009 - Jun 2016 |
21.78%
49 out of 225 |
-5.62%
Jun 2001 - May 2009 |
+9.49% |
+19.04%
Mar 2009 - Feb 2017 |
19.25%
41 out of 213 |
-7.50%
Jun 2001 - May 2009 |
+7.49% |
+17.56%
Mar 2009 - Feb 2017 |
21.13%
45 out of 213 |
-4.45%
Nov 2000 - Oct 2009 |
+11.35% |
+15.71%
Mar 2008 - Feb 2017 |
19.90%
40 out of 201 |
-6.38%
Nov 2000 - Oct 2009 |
+9.23% |
+14.28%
Mar 2008 - Feb 2017 |
21.39%
43 out of 201 |
-2.52%
Apr 1999 - Mar 2009 |
+11.71% |
+15.46%
Oct 2009 - Sep 2019 |
15.34%
29 out of 189 |
-4.54%
Apr 1999 - Mar 2009 |
+9.81% |
+13.90%
Oct 2009 - Sep 2019 |
21.69%
41 out of 189 |
-0.99%
Nov 2000 - Oct 2011 |
+11.07% |
+15.11%
May 2011 - Apr 2022 |
3.39%
6 out of 177 |
-3.06%
Nov 2000 - Oct 2011 |
+9.19% |
+13.23%
May 2011 - Apr 2022 |
19.21%
34 out of 177 |
+0.70%
Apr 1999 - Mar 2011 |
+10.85% |
+14.40%
Jan 2010 - Dec 2021 |
0.00%
0 out of 165 |
-1.38%
Apr 1999 - Mar 2011 |
+8.98% |
+12.94%
Apr 2009 - Mar 2021 |
9.70%
16 out of 165 |
+2.16%
Nov 2000 - Oct 2013 |
+10.50% |
+15.31%
May 2009 - Apr 2022 |
0.00%
0 out of 153 |
+0.11%
Nov 2000 - Oct 2013 |
+8.84% |
+13.33%
May 2009 - Apr 2022 |
0.00%
0 out of 153 |
+3.06%
Jan 1999 - Dec 2012 |
+10.00% |
+13.97%
Apr 2009 - Mar 2023 |
0.00%
0 out of 141 |
+0.92%
Jan 1999 - Dec 2012 |
+8.40% |
+11.98%
May 2008 - Apr 2022 |
0.00%
0 out of 141 |
+3.79%
Mar 1999 - Feb 2014 |
+9.41% |
+13.52%
Apr 2009 - Mar 2024 |
0.00%
0 out of 129 |
+1.75%
Apr 1999 - Mar 2014 |
+7.70% |
+11.17%
Apr 2009 - Mar 2024 |
0.00%
0 out of 129 |
+4.66%
Apr 2002 - Mar 2018 |
+9.54% |
+12.48%
Jul 2008 - Jun 2024 |
0.00%
0 out of 117 |
+2.96%
Apr 2002 - Mar 2018 |
+7.82% |
+10.28%
Jul 2008 - Jun 2024 |
0.00%
0 out of 117 |
+4.43%
Jun 2001 - May 2018 |
+9.17% |
+11.68%
May 2005 - Apr 2022 |
0.00%
0 out of 105 |
+2.70%
Jun 2001 - May 2018 |
+7.52% |
+9.69%
May 2005 - Apr 2022 |
0.00%
0 out of 105 |
+4.42%
Jan 2001 - Dec 2018 |
+8.28% |
+11.30%
Dec 2004 - Nov 2022 |
0.00%
0 out of 93 |
+2.69%
Jan 2001 - Dec 2018 |
+6.66% |
+9.05%
Dec 2004 - Nov 2022 |
0.00%
0 out of 93 |
+5.18%
May 1999 - Apr 2018 |
+6.70% |
+10.78%
May 2003 - Apr 2022 |
0.00%
0 out of 81 |
+3.38%
May 1999 - Apr 2018 |
+4.99% |
+8.77%
May 2003 - Apr 2022 |
0.00%
0 out of 81 |
+5.08%
Nov 2000 - Oct 2020 |
+6.81% |
+10.08%
Sep 2004 - Aug 2024 |
0.00%
0 out of 69 |
+3.43%
Nov 2000 - Oct 2020 |
+4.98% |
+7.80%
Sep 2004 - Aug 2024 |
0.00%
0 out of 69 |
+6.64%
Jan 1999 - Dec 2023 |
+6.85% |
+7.20%
Aug 1999 - Jul 2024 |
0.00%
0 out of 9 |
+4.46%
Jan 1999 - Dec 2023 |
+4.62% |
+4.96%
Aug 1999 - Jul 2024 |
0.00%
0 out of 9 |
iShares S&P 500 Consumer Staples (2B7D.DE) ETF: Historical Returns