When holding the iShares S&P 500 Materials (2B7B.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 126 months (from May 1999 to October 2009).
This indicates that, within the same timeframe, any rolling period of 127 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 Materials (2B7B.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 |
---|---|---|---|
-41.73%
Mar 2008 - Feb 2009 |
+9.56% |
+62.77%
Apr 2020 - Mar 2021 |
25.93%
77 out of 297 |
-42.52%
Jan 2008 - Dec 2008 |
+7.30% |
+60.63%
Apr 2020 - Mar 2021 |
30.64%
91 out of 297 |
-24.58%
Mar 2007 - Feb 2009 |
+8.98% |
+40.69%
Apr 2020 - Mar 2022 |
17.89%
51 out of 285 |
-26.21%
Mar 2007 - Feb 2009 |
+6.78% |
+38.36%
Mar 2009 - Feb 2011 |
24.56%
70 out of 285 |
-14.20%
Mar 2006 - Feb 2009 |
+9.87% |
+25.15%
Mar 2009 - Feb 2012 |
20.88%
57 out of 273 |
-15.96%
Mar 2006 - Feb 2009 |
+7.42% |
+22.69%
Mar 2009 - Feb 2012 |
24.54%
67 out of 273 |
-8.01%
Mar 2005 - Feb 2009 |
+9.37% |
+21.67%
Apr 2020 - Mar 2024 |
13.03%
34 out of 261 |
-9.95%
Mar 2005 - Feb 2009 |
+7.04% |
+18.50%
Mar 2009 - Feb 2013 |
22.99%
60 out of 261 |
-4.43%
Mar 2004 - Feb 2009 |
+8.62% |
+20.34%
Mar 2009 - Feb 2014 |
4.42%
11 out of 249 |
-6.43%
Mar 2004 - Feb 2009 |
+6.72% |
+18.31%
Mar 2009 - Feb 2014 |
16.87%
42 out of 249 |
-0.50%
May 1999 - Apr 2005 |
+7.64% |
+23.05%
Mar 2009 - Feb 2015 |
1.27%
3 out of 237 |
-2.61%
May 1999 - Apr 2005 |
+5.60% |
+21.37%
Mar 2009 - Feb 2015 |
5.49%
13 out of 237 |
-5.50%
Mar 2002 - Feb 2009 |
+8.76% |
+16.79%
Mar 2009 - Feb 2016 |
3.56%
8 out of 225 |
-7.44%
Mar 2002 - Feb 2009 |
+6.15% |
+15.45%
Mar 2009 - Feb 2016 |
4.44%
10 out of 225 |
-2.77%
Mar 2001 - Feb 2009 |
+8.09% |
+18.49%
Mar 2009 - Feb 2017 |
4.23%
9 out of 213 |
-4.81%
Mar 2001 - Feb 2009 |
+6.28% |
+17.02%
Mar 2009 - Feb 2017 |
7.98%
17 out of 213 |
-2.92%
Jan 2000 - Dec 2008 |
+8.21% |
+16.52%
Mar 2009 - Feb 2018 |
2.99%
6 out of 201 |
-5.03%
Jan 2000 - Dec 2008 |
+6.37% |
+15.08%
Mar 2009 - Feb 2018 |
7.96%
16 out of 201 |
-0.76%
Jul 1999 - Jun 2009 |
+8.38% |
+14.93%
Mar 2009 - Feb 2019 |
1.59%
3 out of 189 |
-2.84%
Jul 1999 - Jun 2009 |
+6.71% |
+13.51%
Mar 2009 - Feb 2019 |
7.41%
14 out of 189 |
+1.57%
Jul 1999 - Jun 2010 |
+8.41% |
+14.09%
Jan 2009 - Dec 2019 |
0.00%
0 out of 177 |
-0.49%
Jul 1999 - Jun 2010 |
+6.81% |
+12.65%
Jan 2009 - Dec 2019 |
0.56%
1 out of 177 |
+2.31%
Jan 2000 - Dec 2011 |
+8.33% |
+14.70%
Mar 2009 - Feb 2021 |
0.00%
0 out of 165 |
+0.16%
Jan 2000 - Dec 2011 |
+6.71% |
+13.32%
Mar 2009 - Feb 2021 |
0.00%
0 out of 165 |
+3.00%
May 1999 - Apr 2012 |
+8.34% |
+15.39%
Jan 2009 - Dec 2021 |
0.00%
0 out of 153 |
+0.81%
May 1999 - Apr 2012 |
+6.72% |
+13.75%
Jan 2009 - Dec 2021 |
0.00%
0 out of 153 |
+3.55%
May 1999 - Apr 2013 |
+8.34% |
+14.63%
Mar 2009 - Feb 2023 |
0.00%
0 out of 141 |
+1.42%
May 1999 - Apr 2013 |
+6.69% |
+12.32%
Mar 2009 - Feb 2023 |
0.00%
0 out of 141 |
+4.40%
May 1999 - Apr 2014 |
+8.23% |
+14.06%
Mar 2009 - Feb 2024 |
0.00%
0 out of 129 |
+2.35%
May 1999 - Apr 2014 |
+6.53% |
+11.73%
Mar 2009 - Feb 2024 |
0.00%
0 out of 129 |
+4.98%
Feb 2000 - Jan 2016 |
+8.13% |
+10.18%
Apr 2008 - Mar 2024 |
0.00%
0 out of 117 |
+3.21%
Feb 2000 - Jan 2016 |
+6.32% |
+8.44%
Sep 2005 - Aug 2021 |
0.00%
0 out of 117 |
+5.23%
May 1999 - Apr 2016 |
+8.37% |
+10.52%
May 2005 - Apr 2022 |
0.00%
0 out of 105 |
+3.41%
May 1999 - Apr 2016 |
+6.35% |
+8.55%
May 2005 - Apr 2022 |
0.00%
0 out of 105 |
+4.72%
Apr 2002 - Mar 2020 |
+8.37% |
+10.50%
Jun 2003 - May 2021 |
0.00%
0 out of 93 |
+3.10%
Apr 2002 - Mar 2020 |
+6.36% |
+8.80%
Jun 2003 - May 2021 |
0.00%
0 out of 93 |
+5.15%
Jan 2000 - Dec 2018 |
+7.92% |
+10.93%
Apr 2003 - Mar 2022 |
0.00%
0 out of 81 |
+3.36%
Jan 2000 - Dec 2018 |
+6.12% |
+8.95%
Apr 2003 - Mar 2022 |
0.00%
0 out of 81 |
+5.19%
Apr 2000 - Mar 2020 |
+7.88% |
+10.19%
Mar 2003 - Feb 2023 |
0.00%
0 out of 69 |
+3.48%
Apr 2000 - Mar 2020 |
+5.96% |
+7.97%
Mar 2003 - Feb 2023 |
0.00%
0 out of 69 |
+7.11%
May 1999 - Apr 2024 |
+7.59% |
+8.27%
Apr 1999 - Mar 2024 |
0.00%
0 out of 9 |
+4.88%
May 1999 - Apr 2024 |
+5.36% |
+6.03%
Apr 1999 - Mar 2024 |
0.00%
0 out of 9 |
iShares S&P 500 Materials (2B7B.DE) ETF: Historical Returns