When holding the iShares S&P 500 Industrials (2B7C.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 149 months (from May 1999 to September 2011).
This indicates that, within the same timeframe, any rolling period of 150 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 Industrials (2B7C.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.
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.
Loading data
Please wait
Loading data
Please wait
Worst | Median | Best | Negative Periods |
---|---|---|---|
-42.55%
Apr 2002 - Mar 2003 |
+10.51% |
+69.91%
Apr 2009 - Mar 2010 |
23.59%
71 out of 301 |
-43.88%
Apr 2002 - Mar 2003 |
+8.12% |
+67.26%
Apr 2009 - Mar 2010 |
29.90%
90 out of 301 |
-27.52%
Mar 2007 - Feb 2009 |
+11.08% |
+44.29%
Mar 2009 - Feb 2011 |
20.07%
58 out of 289 |
-29.09%
Mar 2007 - Feb 2009 |
+8.59% |
+41.96%
Mar 2009 - Feb 2011 |
24.57%
71 out of 289 |
-19.37%
Mar 2006 - Feb 2009 |
+10.76% |
+30.38%
Mar 2009 - Feb 2012 |
23.83%
66 out of 277 |
-21.02%
Mar 2006 - Feb 2009 |
+7.46% |
+27.83%
Mar 2009 - Feb 2012 |
26.71%
74 out of 277 |
-10.95%
Mar 2005 - Feb 2009 |
+9.58% |
+26.40%
Apr 2009 - Mar 2013 |
26.42%
70 out of 265 |
-12.82%
Mar 2005 - Feb 2009 |
+6.61% |
+23.90%
Mar 2009 - Feb 2013 |
30.94%
82 out of 265 |
-7.28%
Mar 2004 - Feb 2009 |
+9.05% |
+25.56%
Mar 2009 - Feb 2014 |
20.55%
52 out of 253 |
-9.22%
Mar 2004 - Feb 2009 |
+6.38% |
+23.45%
Mar 2009 - Feb 2014 |
32.02%
81 out of 253 |
-4.22%
Sep 2000 - Aug 2006 |
+8.95% |
+27.68%
Mar 2009 - Feb 2015 |
17.43%
42 out of 241 |
-6.30%
Sep 2000 - Aug 2006 |
+6.55% |
+25.94%
Mar 2009 - Feb 2015 |
26.97%
65 out of 241 |
-9.56%
Mar 2002 - Feb 2009 |
+9.95% |
+22.46%
Mar 2009 - Feb 2016 |
13.10%
30 out of 229 |
-11.42%
Mar 2002 - Feb 2009 |
+7.28% |
+21.06%
Mar 2009 - Feb 2016 |
20.52%
47 out of 229 |
-8.75%
Mar 2001 - Feb 2009 |
+9.69% |
+23.71%
Mar 2009 - Feb 2017 |
11.98%
26 out of 217 |
-10.66%
Mar 2001 - Feb 2009 |
+7.82% |
+22.17%
Mar 2009 - Feb 2017 |
17.05%
37 out of 217 |
-6.85%
Apr 2000 - Mar 2009 |
+9.50% |
+20.87%
Mar 2009 - Feb 2018 |
14.15%
29 out of 205 |
-8.80%
Apr 2000 - Mar 2009 |
+7.72% |
+19.39%
Mar 2009 - Feb 2018 |
19.51%
40 out of 205 |
-4.38%
Jul 1999 - Jun 2009 |
+9.93% |
+19.59%
Mar 2009 - Feb 2019 |
16.06%
31 out of 193 |
-6.38%
Jul 1999 - Jun 2009 |
+8.40% |
+18.11%
Mar 2009 - Feb 2019 |
21.24%
41 out of 193 |
-2.38%
Oct 2000 - Sep 2011 |
+9.88% |
+17.63%
Mar 2009 - Feb 2020 |
5.52%
10 out of 181 |
-4.39%
Oct 2000 - Sep 2011 |
+8.22% |
+16.18%
Mar 2009 - Feb 2020 |
19.89%
36 out of 181 |
-0.42%
Nov 2000 - Oct 2012 |
+9.79% |
+18.19%
Apr 2009 - Mar 2021 |
1.18%
2 out of 169 |
-2.53%
Nov 2000 - Oct 2012 |
+8.23% |
+16.71%
Apr 2009 - Mar 2021 |
14.79%
25 out of 169 |
+1.34%
Sep 2000 - Aug 2013 |
+9.71% |
+17.82%
Apr 2009 - Mar 2022 |
0.00%
0 out of 157 |
-0.71%
Sep 2000 - Aug 2013 |
+7.97% |
+15.84%
Mar 2009 - Feb 2022 |
5.73%
9 out of 157 |
+2.73%
Jul 1999 - Jun 2013 |
+9.66% |
+17.00%
Mar 2009 - Feb 2023 |
0.00%
0 out of 145 |
+0.60%
Jul 1999 - Jun 2013 |
+8.05% |
+14.65%
Mar 2009 - Feb 2023 |
0.00%
0 out of 145 |
+3.59%
Sep 2000 - Aug 2015 |
+9.52% |
+17.16%
Apr 2009 - Mar 2024 |
0.00%
0 out of 133 |
+1.74%
Sep 2000 - Aug 2015 |
+7.70% |
+14.74%
Apr 2009 - Mar 2024 |
0.00%
0 out of 133 |
+4.13%
Nov 2000 - Oct 2016 |
+9.34% |
+15.38%
Dec 2008 - Nov 2024 |
0.00%
0 out of 121 |
+2.36%
Nov 2000 - Oct 2016 |
+7.48% |
+13.08%
Dec 2008 - Nov 2024 |
0.00%
0 out of 121 |
+4.70%
Sep 2000 - Aug 2017 |
+9.23% |
+11.93%
Dec 2007 - Nov 2024 |
0.00%
0 out of 109 |
+2.95%
Sep 2000 - Aug 2017 |
+7.20% |
+9.70%
Dec 2007 - Nov 2024 |
0.00%
0 out of 109 |
+4.63%
Nov 2000 - Oct 2018 |
+9.16% |
+11.44%
Dec 2006 - Nov 2024 |
0.00%
0 out of 97 |
+2.84%
Nov 2000 - Oct 2018 |
+7.18% |
+9.31%
Apr 2003 - Mar 2021 |
0.00%
0 out of 97 |
+4.50%
Jun 2001 - May 2020 |
+8.84% |
+11.10%
Apr 2003 - Mar 2022 |
0.00%
0 out of 85 |
+2.87%
Jun 2001 - May 2020 |
+7.14% |
+9.11%
Apr 2003 - Mar 2022 |
0.00%
0 out of 85 |
+4.67%
Nov 2000 - Oct 2020 |
+7.49% |
+11.22%
Dec 2004 - Nov 2024 |
0.00%
0 out of 73 |
+3.03%
Nov 2000 - Oct 2020 |
+5.69% |
+8.94%
Dec 2004 - Nov 2024 |
0.00%
0 out of 73 |
+7.40%
Jul 1999 - Jun 2024 |
+7.94% |
+8.43%
Apr 1999 - Mar 2024 |
0.00%
0 out of 13 |
+5.15%
Jul 1999 - Jun 2024 |
+5.70% |
+6.20%
Mar 1999 - Feb 2024 |
0.00%
0 out of 13 |
iShares S&P 500 Industrials (2B7C.DE) ETF: Historical Returns