When holding the iShares S&P 500 Information Technology (QDVE.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 210 months (from April 2000 to September 2017).
This indicates that, within the same timeframe, any rolling period of 211 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 Information Technology (QDVE.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 |
---|---|---|---|
-60.33%
Sep 2000 - Aug 2001 |
+15.72% |
+92.15%
Jan 1999 - Dec 1999 |
28.19%
84 out of 298 |
-61.23%
Sep 2000 - Aug 2001 |
+13.41% |
+88.85%
Jan 1999 - Dec 1999 |
30.20%
90 out of 298 |
-52.32%
Sep 2000 - Aug 2002 |
+13.21% |
+41.26%
Jan 2019 - Dec 2020 |
24.13%
69 out of 286 |
-53.36%
Sep 2000 - Aug 2002 |
+10.05% |
+40.68%
Jan 2019 - Dec 2020 |
25.87%
74 out of 286 |
-40.82%
Apr 2000 - Mar 2003 |
+14.59% |
+42.78%
Jan 2019 - Dec 2021 |
25.91%
71 out of 274 |
-42.19%
Apr 2000 - Mar 2003 |
+11.80% |
+40.11%
Jan 2019 - Dec 2021 |
28.83%
79 out of 274 |
-29.86%
Sep 2000 - Aug 2004 |
+15.91% |
+31.60%
Jan 2018 - Dec 2021 |
26.72%
70 out of 262 |
-31.38%
Sep 2000 - Aug 2004 |
+14.00% |
+29.24%
Jan 2018 - Dec 2021 |
31.30%
82 out of 262 |
-24.50%
Apr 2000 - Mar 2005 |
+17.36% |
+29.41%
Jan 2017 - Dec 2021 |
23.20%
58 out of 250 |
-26.12%
Apr 2000 - Mar 2005 |
+14.93% |
+27.26%
Jul 2016 - Jun 2021 |
28.80%
72 out of 250 |
-19.62%
Sep 2000 - Aug 2006 |
+15.92% |
+27.17%
Jan 2016 - Dec 2021 |
24.37%
58 out of 238 |
-21.36%
Sep 2000 - Aug 2006 |
+14.53% |
+25.14%
Jan 2016 - Dec 2021 |
28.57%
68 out of 238 |
-16.29%
Apr 2000 - Mar 2007 |
+15.82% |
+26.68%
Jul 2017 - Jun 2024 |
19.47%
44 out of 226 |
-18.05%
Apr 2000 - Mar 2007 |
+14.27% |
+24.46%
May 2014 - Apr 2021 |
22.12%
50 out of 226 |
-16.51%
Apr 2000 - Mar 2008 |
+12.06% |
+27.14%
Jul 2016 - Jun 2024 |
19.63%
42 out of 214 |
-18.41%
Apr 2000 - Mar 2008 |
+10.34% |
+25.20%
Jan 2014 - Dec 2021 |
20.56%
44 out of 214 |
-16.41%
Apr 2000 - Mar 2009 |
+10.92% |
+26.11%
Jan 2013 - Dec 2021 |
20.30%
41 out of 202 |
-18.16%
Apr 2000 - Mar 2009 |
+9.35% |
+24.63%
Jan 2013 - Dec 2021 |
20.79%
42 out of 202 |
-11.97%
Sep 2000 - Aug 2010 |
+11.38% |
+25.17%
Jul 2014 - Jun 2024 |
20.00%
38 out of 190 |
-13.72%
Sep 2000 - Aug 2010 |
+9.67% |
+23.44%
Sep 2011 - Aug 2021 |
21.58%
41 out of 190 |
-10.48%
Sep 2000 - Aug 2011 |
+11.69% |
+24.82%
Jul 2013 - Jun 2024 |
19.66%
35 out of 178 |
-12.30%
Sep 2000 - Aug 2011 |
+10.06% |
+22.15%
Jul 2013 - Jun 2024 |
21.91%
39 out of 178 |
-7.36%
Apr 2000 - Mar 2012 |
+11.57% |
+23.26%
Dec 2009 - Nov 2021 |
19.28%
32 out of 166 |
-9.34%
Apr 2000 - Mar 2012 |
+9.96% |
+21.47%
Dec 2009 - Nov 2021 |
22.89%
38 out of 166 |
-6.37%
Apr 2000 - Mar 2013 |
+11.78% |
+24.38%
Jan 2009 - Dec 2021 |
18.83%
29 out of 154 |
-8.34%
Apr 2000 - Mar 2013 |
+10.09% |
+22.61%
Jan 2009 - Dec 2021 |
20.78%
32 out of 154 |
-5.05%
Apr 2000 - Mar 2014 |
+11.74% |
+22.41%
Jul 2010 - Jun 2024 |
16.20%
23 out of 142 |
-6.93%
Apr 2000 - Mar 2014 |
+9.99% |
+19.79%
Jul 2010 - Jun 2024 |
18.31%
26 out of 142 |
-2.63%
Sep 2000 - Aug 2015 |
+11.67% |
+22.92%
Jul 2009 - Jun 2024 |
16.92%
22 out of 130 |
-4.37%
Sep 2000 - Aug 2015 |
+9.90% |
+20.35%
Jul 2009 - Jun 2024 |
19.23%
25 out of 130 |
-2.16%
May 2000 - Apr 2016 |
+12.05% |
+20.62%
Jul 2008 - Jun 2024 |
8.47%
10 out of 118 |
-3.85%
May 2000 - Apr 2016 |
+10.31% |
+18.26%
Jul 2008 - Jun 2024 |
17.80%
21 out of 118 |
-0.27%
Apr 2000 - Mar 2017 |
+12.77% |
+17.54%
Jul 2007 - Jun 2024 |
1.89%
2 out of 106 |
-1.99%
Apr 2000 - Mar 2017 |
+10.98% |
+15.11%
Jul 2007 - Jun 2024 |
19.81%
21 out of 106 |
+0.25%
Apr 2000 - Mar 2018 |
+13.07% |
+17.67%
Jul 2006 - Jun 2024 |
0.00%
0 out of 94 |
-1.45%
Apr 2000 - Mar 2018 |
+10.96% |
+15.25%
Jul 2006 - Jun 2024 |
7.45%
7 out of 94 |
+1.33%
Jan 2000 - Dec 2018 |
+10.89% |
+16.50%
Jul 2005 - Jun 2024 |
0.00%
0 out of 82 |
-0.40%
Jan 2000 - Dec 2018 |
+9.17% |
+14.08%
Jul 2005 - Jun 2024 |
3.66%
3 out of 82 |
+2.17%
Apr 2000 - Mar 2020 |
+10.24% |
+15.87%
Oct 2004 - Sep 2024 |
0.00%
0 out of 70 |
+0.51%
Apr 2000 - Mar 2020 |
+8.39% |
+13.48%
Oct 2004 - Sep 2024 |
0.00%
0 out of 70 |
+8.30%
Feb 1999 - Jan 2024 |
+8.48% |
+8.86%
Mar 1999 - Feb 2024 |
0.00%
0 out of 10 |
+6.07%
Sep 1999 - Aug 2024 |
+6.23% |
+6.63%
Mar 1999 - Feb 2024 |
0.00%
0 out of 10 |
iShares S&P 500 Information Technology (QDVE.DE) ETF: Historical Returns