Data Source: from January 2005 to March 2024 (~19 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the iShares China Large-Cap ETF (FXI) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~19 years), the longest period with a negative return lasted 207 months (from January 2007 to March 2024). This negative series is not closed yet.
To obtain comprehensive information, please consult the iShares China Large-Cap ETF (FXI) ETF: Historical Returns page.
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.
ISHARES CHINA LARGE-CAP ETF (FXI) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2005 - 31 March 2024 (~19 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.46% |
+158.55%
Nov 2006 - Oct 2007 |
-64.62%
Nov 2007 - Oct 2008 |
43.18%
95 out of 220 |
| US Inflation Adjusted | +1.58% |
+149.54%
Nov 2006 - Oct 2007 |
-65.89%
Nov 2007 - Oct 2008 |
46.82%
103 out of 220 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 2 Years (24 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | -0.25% |
+97.94%
Nov 2005 - Oct 2007 |
-29.89%
Nov 2020 - Oct 2022 |
50.96%
106 out of 208 |
| US Inflation Adjusted | -1.99% |
+93.11%
Nov 2005 - Oct 2007 |
-34.47%
Nov 2020 - Oct 2022 |
55.77%
116 out of 208 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.51% |
+47.53%
Jan 2005 - Dec 2007 |
-22.05%
Feb 2021 - Jan 2024 |
37.24%
73 out of 196 |
| US Inflation Adjusted | +0.60% |
+42.79%
Jan 2005 - Dec 2007 |
-26.23%
Feb 2021 - Jan 2024 |
46.43%
91 out of 196 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 4 Years (48 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.13% |
+23.62%
Nov 2005 - Oct 2009 |
-14.49%
Nov 2007 - Oct 2011 |
34.78%
64 out of 184 |
| US Inflation Adjusted | +1.76% |
+21.06%
Nov 2005 - Oct 2009 |
-16.28%
Nov 2018 - Oct 2022 |
42.93%
79 out of 184 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 5 Years (60 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.16% |
+20.68%
Nov 2005 - Oct 2010 |
-12.55%
Nov 2017 - Oct 2022 |
32.56%
56 out of 172 |
| US Inflation Adjusted | +1.51% |
+18.40%
Nov 2005 - Oct 2010 |
-15.79%
Nov 2017 - Oct 2022 |
39.53%
68 out of 172 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 6 Years (72 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.45% |
+18.25%
Jun 2005 - May 2011 |
-11.55%
Feb 2018 - Jan 2024 |
29.38%
47 out of 160 |
| US Inflation Adjusted | +1.49% |
+15.34%
Jun 2005 - May 2011 |
-14.71%
Feb 2018 - Jan 2024 |
41.25%
66 out of 160 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.97% |
+13.35%
Feb 2005 - Jan 2012 |
-6.22%
Nov 2007 - Oct 2014 |
20.27%
30 out of 148 |
| US Inflation Adjusted | +1.32% |
+10.58%
Feb 2005 - Jan 2012 |
-9.00%
Nov 2015 - Oct 2022 |
35.81%
53 out of 148 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 8 Years (96 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.45% |
+12.89%
Feb 2005 - Jan 2013 |
-5.76%
Nov 2007 - Oct 2015 |
24.26%
33 out of 136 |
| US Inflation Adjusted | +1.55% |
+10.24%
Feb 2005 - Jan 2013 |
-8.22%
Nov 2014 - Oct 2022 |
33.09%
45 out of 136 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 9 Years (108 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.43% |
+11.15%
Feb 2009 - Jan 2018 |
-5.23%
Nov 2007 - Oct 2016 |
21.77%
27 out of 124 |
| US Inflation Adjusted | +0.61% |
+9.18%
Feb 2009 - Jan 2018 |
-7.39%
Feb 2015 - Jan 2024 |
41.13%
51 out of 124 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 10 Years (120 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.80% |
+12.98%
May 2005 - Apr 2015 |
-3.25%
Nov 2012 - Oct 2022 |
16.96%
19 out of 112 |
| US Inflation Adjusted | +0.96% |
+10.76%
May 2005 - Apr 2015 |
-5.65%
Nov 2012 - Oct 2022 |
33.93%
38 out of 112 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 11 Years (132 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.73% |
+8.35%
Nov 2005 - Oct 2016 |
-3.24%
Nov 2007 - Oct 2018 |
18.00%
18 out of 100 |
| US Inflation Adjusted | +0.94% |
+6.46%
Nov 2005 - Oct 2016 |
-5.75%
Feb 2013 - Jan 2024 |
41.00%
41 out of 100 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 12 Years (144 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.09% |
+9.84%
Nov 2005 - Oct 2017 |
-3.95%
Nov 2010 - Oct 2022 |
25.00%
22 out of 88 |
| US Inflation Adjusted | +0.15% |
+7.90%
Nov 2005 - Oct 2017 |
-6.38%
Nov 2010 - Oct 2022 |
45.45%
40 out of 88 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 13 Years (156 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.62% |
+10.89%
Feb 2005 - Jan 2018 |
-2.97%
Nov 2009 - Oct 2022 |
26.32%
20 out of 76 |
| US Inflation Adjusted | +0.93% |
+8.69%
Feb 2005 - Jan 2018 |
-5.32%
Nov 2009 - Oct 2022 |
43.42%
33 out of 76 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 14 Years (168 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.87% |
+8.85%
Apr 2005 - Mar 2019 |
-1.91%
Nov 2007 - Oct 2021 |
31.25%
20 out of 64 |
| US Inflation Adjusted | +0.84% |
+6.73%
Apr 2005 - Mar 2019 |
-4.05%
Dec 2009 - Nov 2023 |
45.31%
29 out of 64 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.38% |
+8.22%
Jan 2005 - Dec 2019 |
-5.88%
Nov 2007 - Oct 2022 |
26.92%
14 out of 52 |
| US Inflation Adjusted | +0.03% |
+6.18%
Nov 2005 - Oct 2020 |
-8.07%
Nov 2007 - Oct 2022 |
48.08%
25 out of 52 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.07% |
+8.84%
Feb 2005 - Jan 2021 |
-4.19%
Nov 2007 - Oct 2023 |
27.50%
11 out of 40 |
| US Inflation Adjusted | +0.71% |
+6.72%
Feb 2005 - Jan 2021 |
-6.47%
Nov 2007 - Oct 2023 |
47.50%
19 out of 40 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.13% |
+6.73%
Feb 2005 - Jan 2022 |
-0.44%
Feb 2007 - Jan 2024 |
7.14%
2 out of 28 |
| US Inflation Adjusted | +0.70% |
+4.32%
Feb 2005 - Jan 2022 |
-2.87%
Feb 2007 - Jan 2024 |
25.00%
7 out of 28 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.86% |
+5.45%
Feb 2005 - Jan 2023 |
+1.72%
Feb 2006 - Jan 2024 |
0.00%
0 out of 16 |
| US Inflation Adjusted | +1.37% |
+2.85%
Feb 2005 - Jan 2023 |
-0.74%
Feb 2006 - Jan 2024 |
18.75%
3 out of 16 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.30% |
+3.76%
Apr 2005 - Mar 2024 |
+3.25%
Feb 2005 - Jan 2024 |
0.00%
0 out of 4 |
| US Inflation Adjusted | +0.72% |
+1.17%
Apr 2005 - Mar 2024 |
+0.68%
Feb 2005 - Jan 2024 |
0.00%
0 out of 4 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the iShares China Large-Cap ETF (FXI) ETF: Historical Returns page.
