When holding the iShares S&P 500 Utilities (2B7A.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 137 months (from November 2000 to March 2012).
This indicates that, within the same timeframe, any rolling period of 138 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 Utilities (2B7A.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 |
---|---|---|---|
-45.54%
Apr 2002 - Mar 2003 |
+9.63% |
+52.85%
Feb 2014 - Jan 2015 |
27.61%
82 out of 297 |
-46.80%
Apr 2002 - Mar 2003 |
+7.61% |
+53.77%
Feb 2014 - Jan 2015 |
30.64%
91 out of 297 |
-29.77%
Nov 2000 - Oct 2002 |
+9.79% |
+30.78%
Feb 2013 - Jan 2015 |
20.35%
58 out of 285 |
-31.33%
Nov 2000 - Oct 2002 |
+7.70% |
+30.67%
Feb 2013 - Jan 2015 |
26.32%
75 out of 285 |
-19.19%
Dec 2000 - Nov 2003 |
+9.47% |
+22.92%
Jan 2014 - Dec 2016 |
24.18%
66 out of 273 |
-20.88%
Dec 2000 - Nov 2003 |
+7.17% |
+22.44%
Jan 2014 - Dec 2016 |
27.11%
74 out of 273 |
-12.26%
Nov 2000 - Oct 2004 |
+8.79% |
+21.18%
Feb 2011 - Jan 2015 |
24.14%
63 out of 261 |
-14.17%
Nov 2000 - Oct 2004 |
+6.66% |
+19.75%
Feb 2011 - Jan 2015 |
31.42%
82 out of 261 |
-5.38%
Jun 2001 - May 2006 |
+8.20% |
+19.81%
Jul 2011 - Jun 2016 |
12.85%
32 out of 249 |
-7.38%
Jun 2001 - May 2006 |
+6.24% |
+18.68%
Jul 2011 - Jun 2016 |
22.49%
56 out of 249 |
-2.42%
Nov 2000 - Oct 2006 |
+7.21% |
+18.17%
Apr 2009 - Mar 2015 |
4.64%
11 out of 237 |
-4.48%
Nov 2000 - Oct 2006 |
+4.79% |
+16.61%
Apr 2011 - Mar 2017 |
15.19%
36 out of 237 |
-3.82%
Apr 2002 - Mar 2009 |
+7.26% |
+17.63%
Jul 2009 - Jun 2016 |
8.89%
20 out of 225 |
-5.77%
Apr 2002 - Mar 2009 |
+5.04% |
+16.15%
Jul 2009 - Jun 2016 |
11.56%
26 out of 225 |
-5.47%
Jun 2001 - May 2009 |
+8.20% |
+16.71%
Jun 2009 - May 2017 |
8.92%
19 out of 213 |
-7.36%
Jun 2001 - May 2009 |
+5.81% |
+15.22%
Jun 2009 - May 2017 |
12.68%
27 out of 213 |
-4.52%
Nov 2000 - Oct 2009 |
+8.79% |
+15.49%
Feb 2011 - Jan 2020 |
9.45%
19 out of 201 |
-6.45%
Nov 2000 - Oct 2009 |
+6.67% |
+14.13%
Feb 2011 - Jan 2020 |
17.41%
35 out of 201 |
-2.09%
Nov 2000 - Oct 2010 |
+9.15% |
+15.55%
Nov 2009 - Oct 2019 |
8.99%
17 out of 189 |
-4.05%
Nov 2000 - Oct 2010 |
+7.54% |
+13.99%
Nov 2009 - Oct 2019 |
20.63%
39 out of 189 |
-0.62%
Nov 2000 - Oct 2011 |
+9.51% |
+14.70%
Sep 2011 - Aug 2022 |
1.13%
2 out of 177 |
-2.70%
Nov 2000 - Oct 2011 |
+7.56% |
+12.54%
Sep 2011 - Aug 2022 |
15.82%
28 out of 177 |
+0.65%
Dec 2000 - Nov 2012 |
+9.80% |
+13.64%
Aug 2010 - Jul 2022 |
0.00%
0 out of 165 |
-1.45%
Dec 2000 - Nov 2012 |
+7.98% |
+11.80%
Nov 2009 - Oct 2021 |
6.67%
11 out of 165 |
+1.07%
Nov 2000 - Oct 2013 |
+9.52% |
+14.33%
Jun 2009 - May 2022 |
0.00%
0 out of 153 |
-0.97%
Nov 2000 - Oct 2013 |
+7.96% |
+12.30%
Jun 2009 - May 2022 |
2.61%
4 out of 153 |
+3.01%
Nov 2000 - Oct 2014 |
+9.34% |
+12.46%
Jan 2009 - Dec 2022 |
0.00%
0 out of 141 |
+1.05%
Nov 2000 - Oct 2014 |
+7.70% |
+10.38%
Mar 2003 - Feb 2017 |
0.00%
0 out of 141 |
+3.67%
Nov 2000 - Oct 2015 |
+9.11% |
+12.39%
Jun 2009 - May 2024 |
0.00%
0 out of 129 |
+1.83%
Nov 2000 - Oct 2015 |
+7.28% |
+10.03%
Jun 2009 - May 2024 |
0.00%
0 out of 129 |
+4.47%
Nov 2000 - Oct 2016 |
+8.62% |
+11.47%
Feb 2004 - Jan 2020 |
0.00%
0 out of 117 |
+2.69%
Nov 2000 - Oct 2016 |
+6.81% |
+9.79%
Feb 2004 - Jan 2020 |
0.00%
0 out of 117 |
+4.34%
May 2001 - Apr 2018 |
+8.22% |
+11.63%
Feb 2003 - Jan 2020 |
0.00%
0 out of 105 |
+2.62%
May 2001 - Apr 2018 |
+6.03% |
+9.93%
Feb 2003 - Jan 2020 |
0.00%
0 out of 105 |
+4.62%
Nov 2000 - Oct 2018 |
+7.86% |
+11.10%
Sep 2004 - Aug 2022 |
0.00%
0 out of 93 |
+2.84%
Nov 2000 - Oct 2018 |
+5.70% |
+9.00%
Jun 2004 - May 2022 |
0.00%
0 out of 93 |
+5.28%
Jun 2001 - May 2020 |
+7.10% |
+11.29%
Apr 2003 - Mar 2022 |
0.00%
0 out of 81 |
+3.64%
Jun 2001 - May 2020 |
+5.44% |
+9.30%
Apr 2003 - Mar 2022 |
0.00%
0 out of 81 |
+5.09%
Nov 2000 - Oct 2020 |
+7.38% |
+10.53%
Mar 2003 - Feb 2023 |
0.00%
0 out of 69 |
+3.44%
Nov 2000 - Oct 2020 |
+5.57% |
+8.31%
Mar 2003 - Feb 2023 |
0.00%
0 out of 69 |
+6.62%
Jul 1999 - Jun 2024 |
+6.82% |
+7.22%
Sep 1999 - Aug 2024 |
0.00%
0 out of 9 |
+4.39%
Jul 1999 - Jun 2024 |
+4.60% |
+4.99%
Sep 1999 - Aug 2024 |
0.00%
0 out of 9 |
iShares S&P 500 Utilities (2B7A.DE) ETF: Historical Returns