When holding the iShares S&P 500 Financials (QDVH.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 194 months (from September 2000 to October 2016).
This indicates that, within the same timeframe, any rolling period of 195 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 Financials (QDVH.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 |
---|---|---|---|
-63.31%
Mar 2008 - Feb 2009 |
+7.79% |
+83.64%
Mar 2009 - Feb 2010 |
34.68%
103 out of 297 |
-63.74%
Mar 2008 - Feb 2009 |
+5.31% |
+82.09%
Mar 2009 - Feb 2010 |
38.72%
115 out of 297 |
-51.44%
Mar 2007 - Feb 2009 |
+8.83% |
+45.00%
Mar 2009 - Feb 2011 |
28.07%
80 out of 285 |
-52.49%
Mar 2007 - Feb 2009 |
+6.83% |
+42.66%
Mar 2009 - Feb 2011 |
33.33%
95 out of 285 |
-37.87%
Mar 2006 - Feb 2009 |
+9.27% |
+29.88%
Oct 2011 - Sep 2014 |
30.40%
83 out of 273 |
-39.14%
Mar 2006 - Feb 2009 |
+6.37% |
+28.17%
Oct 2011 - Sep 2014 |
33.33%
91 out of 273 |
-26.00%
Mar 2005 - Feb 2009 |
+7.65% |
+27.21%
Dec 2011 - Nov 2015 |
32.95%
86 out of 261 |
-27.56%
Mar 2005 - Feb 2009 |
+5.19% |
+26.11%
Dec 2011 - Nov 2015 |
37.93%
99 out of 261 |
-22.09%
Mar 2004 - Feb 2009 |
+5.97% |
+24.40%
Dec 2011 - Nov 2016 |
31.73%
79 out of 249 |
-23.72%
Mar 2004 - Feb 2009 |
+3.53% |
+23.40%
Dec 2011 - Nov 2016 |
39.76%
99 out of 249 |
-15.68%
Mar 2003 - Feb 2009 |
+6.41% |
+26.04%
Mar 2009 - Feb 2015 |
36.71%
87 out of 237 |
-17.38%
Mar 2003 - Feb 2009 |
+4.00% |
+24.32%
Mar 2009 - Feb 2015 |
42.62%
101 out of 237 |
-18.31%
Mar 2002 - Feb 2009 |
+7.06% |
+20.60%
Oct 2011 - Sep 2018 |
39.11%
88 out of 225 |
-19.99%
Mar 2002 - Feb 2009 |
+4.96% |
+19.25%
Oct 2011 - Sep 2018 |
40.44%
91 out of 225 |
-16.16%
Mar 2001 - Feb 2009 |
+3.93% |
+23.38%
Mar 2009 - Feb 2017 |
43.66%
93 out of 213 |
-17.92%
Mar 2001 - Feb 2009 |
+1.97% |
+21.85%
Mar 2009 - Feb 2017 |
45.54%
97 out of 213 |
-11.79%
Apr 2000 - Mar 2009 |
+0.55% |
+21.25%
Mar 2009 - Feb 2018 |
47.76%
96 out of 201 |
-13.63%
Apr 2000 - Mar 2009 |
-0.96% |
+19.76%
Mar 2009 - Feb 2018 |
52.74%
106 out of 201 |
-10.25%
Mar 1999 - Feb 2009 |
+1.70% |
+18.78%
Mar 2009 - Feb 2019 |
41.27%
78 out of 189 |
-12.10%
Mar 1999 - Feb 2009 |
+0.15% |
+17.31%
Mar 2009 - Feb 2019 |
49.74%
94 out of 189 |
-9.33%
Oct 2000 - Sep 2011 |
+2.05% |
+17.42%
Mar 2009 - Feb 2020 |
31.07%
55 out of 177 |
-11.20%
Oct 2000 - Sep 2011 |
+0.59% |
+15.97%
Mar 2009 - Feb 2020 |
44.63%
79 out of 177 |
-6.14%
Nov 2000 - Oct 2012 |
+2.59% |
+17.18%
Mar 2009 - Feb 2021 |
27.27%
45 out of 165 |
-8.13%
Nov 2000 - Oct 2012 |
+1.05% |
+15.77%
Mar 2009 - Feb 2021 |
36.97%
61 out of 165 |
-4.01%
Nov 2000 - Oct 2013 |
+2.87% |
+18.11%
Mar 2009 - Feb 2022 |
26.80%
41 out of 153 |
-5.94%
Nov 2000 - Oct 2013 |
+1.37% |
+16.28%
Mar 2009 - Feb 2022 |
30.72%
47 out of 153 |
-2.12%
Sep 2000 - Aug 2014 |
+3.40% |
+16.68%
Mar 2009 - Feb 2023 |
26.95%
38 out of 141 |
-4.07%
May 1999 - Apr 2013 |
+1.83% |
+14.33%
Mar 2009 - Feb 2023 |
34.04%
48 out of 141 |
-1.29%
Jul 2001 - Jun 2016 |
+3.46% |
+16.37%
Mar 2009 - Feb 2024 |
13.18%
17 out of 129 |
-3.04%
May 1999 - Apr 2014 |
+1.80% |
+13.99%
Mar 2009 - Feb 2024 |
31.01%
40 out of 129 |
-0.76%
Oct 2000 - Sep 2016 |
+3.57% |
+10.33%
Jul 2008 - Jun 2024 |
2.56%
3 out of 117 |
-2.43%
Oct 2000 - Sep 2016 |
+1.74% |
+8.17%
Jul 2008 - Jun 2024 |
23.93%
28 out of 117 |
+0.61%
Sep 2000 - Aug 2017 |
+3.45% |
+6.27%
Aug 2007 - Jul 2024 |
0.00%
0 out of 105 |
-1.11%
May 1999 - Apr 2016 |
+1.70% |
+4.28%
Nov 2004 - Oct 2021 |
22.86%
24 out of 105 |
+0.49%
Apr 2002 - Mar 2020 |
+3.68% |
+5.64%
Jan 2004 - Dec 2021 |
0.00%
0 out of 93 |
-1.07%
Apr 2002 - Mar 2020 |
+1.88% |
+4.01%
Apr 2003 - Mar 2021 |
12.90%
12 out of 93 |
+0.45%
Jul 2001 - Jun 2020 |
+3.80% |
+6.43%
Apr 2003 - Mar 2022 |
0.00%
0 out of 81 |
-1.12%
Jul 2001 - Jun 2020 |
+2.00% |
+4.53%
Apr 2003 - Mar 2022 |
11.11%
9 out of 81 |
+0.39%
Nov 2000 - Oct 2020 |
+3.77% |
+5.85%
Aug 2004 - Jul 2024 |
0.00%
0 out of 69 |
-1.18%
Nov 2000 - Oct 2020 |
+1.97% |
+3.72%
Mar 2003 - Feb 2023 |
8.70%
6 out of 69 |
+4.39%
May 1999 - Apr 2024 |
+4.88% |
+5.25%
Sep 1999 - Aug 2024 |
0.00%
0 out of 9 |
+2.21%
May 1999 - Apr 2024 |
+2.73% |
+3.06%
Sep 1999 - Aug 2024 |
0.00%
0 out of 9 |
iShares S&P 500 Financials (QDVH.DE) ETF: Historical Returns