When holding the iShares S&P MidCap 400 Value ETF (IJJ) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~24 years), the longest duration with a negative return was 83 months (from April 2002 to February 2009).
This indicates that, within the same timeframe, any rolling period of 84 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 MidCap 400 Value ETF (IJJ) 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 |
---|---|---|---|
-42.25%
Mar 2008 - Feb 2009 |
+11.74% |
+89.17%
Apr 2020 - Mar 2021 |
27.24%
76 out of 279 |
-42.26%
Mar 2008 - Feb 2009 |
+9.18% |
+84.34%
Apr 2020 - Mar 2021 |
31.90%
89 out of 279 |
-27.98%
Mar 2007 - Feb 2009 |
+10.94% |
+46.52%
Mar 2009 - Feb 2011 |
16.48%
44 out of 267 |
-29.43%
Mar 2007 - Feb 2009 |
+8.24% |
+43.45%
Mar 2009 - Feb 2011 |
23.97%
64 out of 267 |
-16.36%
Mar 2006 - Feb 2009 |
+10.43% |
+29.28%
Mar 2009 - Feb 2012 |
12.94%
33 out of 255 |
-18.14%
Mar 2006 - Feb 2009 |
+8.13% |
+26.26%
Mar 2009 - Feb 2012 |
16.08%
41 out of 255 |
-8.89%
Mar 2005 - Feb 2009 |
+10.63% |
+26.04%
Mar 2009 - Feb 2013 |
9.47%
23 out of 243 |
-11.15%
Mar 2005 - Feb 2009 |
+8.04% |
+23.21%
Mar 2009 - Feb 2013 |
15.64%
38 out of 243 |
-4.83%
Mar 2004 - Feb 2009 |
+9.98% |
+26.05%
Mar 2009 - Feb 2014 |
3.90%
9 out of 231 |
-7.28%
Mar 2004 - Feb 2009 |
+7.07% |
+23.51%
Mar 2009 - Feb 2014 |
11.69%
27 out of 231 |
+0.29%
Apr 2014 - Mar 2020 |
+9.17% |
+23.56%
Mar 2009 - Feb 2015 |
0.00%
0 out of 219 |
-1.19%
Apr 2014 - Mar 2020 |
+6.47% |
+21.50%
Mar 2009 - Feb 2015 |
0.91%
2 out of 219 |
+0.07%
Mar 2002 - Feb 2009 |
+9.25% |
+18.04%
Apr 2009 - Mar 2016 |
0.00%
0 out of 207 |
-2.44%
Mar 2002 - Feb 2009 |
+6.12% |
+16.14%
Apr 2009 - Mar 2016 |
1.93%
4 out of 207 |
+1.11%
Mar 2001 - Feb 2009 |
+8.73% |
+19.70%
Mar 2009 - Feb 2017 |
0.00%
0 out of 195 |
-1.26%
Mar 2001 - Feb 2009 |
+6.21% |
+17.66%
Mar 2009 - Feb 2017 |
1.03%
2 out of 195 |
+4.61%
Apr 2011 - Mar 2020 |
+8.90% |
+17.88%
Mar 2009 - Feb 2018 |
0.00%
0 out of 183 |
+2.92%
Apr 2011 - Mar 2020 |
+6.41% |
+15.81%
Mar 2009 - Feb 2018 |
0.00%
0 out of 183 |
+6.00%
Feb 2006 - Jan 2016 |
+9.49% |
+16.65%
Mar 2009 - Feb 2019 |
0.00%
0 out of 171 |
+4.15%
Feb 2006 - Jan 2016 |
+7.12% |
+14.63%
Mar 2009 - Feb 2019 |
0.00%
0 out of 171 |
+6.60%
Oct 2000 - Sep 2011 |
+9.62% |
+14.27%
Mar 2009 - Feb 2020 |
0.00%
0 out of 159 |
+4.05%
Oct 2000 - Sep 2011 |
+7.22% |
+12.23%
Mar 2009 - Feb 2020 |
0.00%
0 out of 159 |
+5.47%
Apr 2008 - Mar 2020 |
+9.50% |
+15.77%
Mar 2009 - Feb 2021 |
0.00%
0 out of 147 |
+3.81%
Apr 2008 - Mar 2020 |
+7.23% |
+13.72%
Mar 2009 - Feb 2021 |
0.00%
0 out of 147 |
+4.08%
Apr 2007 - Mar 2020 |
+9.94% |
+15.67%
Mar 2009 - Feb 2022 |
0.00%
0 out of 135 |
+2.26%
Apr 2007 - Mar 2020 |
+7.54% |
+13.11%
Mar 2009 - Feb 2022 |
0.00%
0 out of 135 |
+4.56%
Apr 2006 - Mar 2020 |
+9.76% |
+14.75%
Mar 2009 - Feb 2023 |
0.00%
0 out of 123 |
+2.66%
Apr 2006 - Mar 2020 |
+7.49% |
+11.92%
Mar 2009 - Feb 2023 |
0.00%
0 out of 123 |
+5.67%
Apr 2005 - Mar 2020 |
+9.33% |
+14.07%
Mar 2009 - Feb 2024 |
0.00%
0 out of 111 |
+3.65%
Apr 2005 - Mar 2020 |
+7.06% |
+11.22%
Mar 2009 - Feb 2024 |
0.00%
0 out of 111 |
+6.04%
Apr 2004 - Mar 2020 |
+9.33% |
+11.72%
Oct 2002 - Sep 2018 |
0.00%
0 out of 99 |
+3.92%
Apr 2004 - Mar 2020 |
+7.08% |
+9.42%
Oct 2002 - Sep 2018 |
0.00%
0 out of 99 |
+7.45%
Nov 2006 - Oct 2023 |
+9.14% |
+10.90%
Jan 2003 - Dec 2019 |
0.00%
0 out of 87 |
+4.82%
Nov 2006 - Oct 2023 |
+6.82% |
+8.62%
Jan 2003 - Dec 2019 |
0.00%
0 out of 87 |
+6.44%
Apr 2002 - Mar 2020 |
+9.17% |
+11.87%
Apr 2003 - Mar 2021 |
0.00%
0 out of 75 |
+4.28%
Apr 2002 - Mar 2020 |
+6.86% |
+9.63%
Apr 2003 - Mar 2021 |
0.00%
0 out of 75 |
+7.19%
Apr 2001 - Mar 2020 |
+9.27% |
+11.74%
Apr 2003 - Mar 2022 |
0.00%
0 out of 63 |
+5.06%
Apr 2001 - Mar 2020 |
+6.77% |
+9.15%
Apr 2003 - Mar 2022 |
0.00%
0 out of 63 |
+8.23%
Oct 2000 - Sep 2020 |
+9.70% |
+11.24%
Feb 2003 - Jan 2023 |
0.00%
0 out of 51 |
+6.02%
Nov 2003 - Oct 2023 |
+7.13% |
+8.51%
Feb 2003 - Jan 2023 |
0.00%
0 out of 51 |
iShares S&P MidCap 400 Value ETF (IJJ) ETF: Historical Returns