Consolidated Returns as of 31 March 2024
Holding the iShares Core MSCI Emerging Markets (IEMG) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~11 years), the longest period with a negative return lasted 99 months (from August 2014 to October 2022).
This means that every rolling period of 100 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core MSCI Emerging Markets (IEMG) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.13% |
+62.45%
Apr 2020 - Mar 2021 |
-29.79%
Nov 2021 - Oct 2022 |
45.16%
56 out of 124 |
US Inflation Adjusted | -0.22% |
+58.30%
Apr 2020 - Mar 2021 |
-34.84%
Nov 2021 - Oct 2022 |
51.61%
64 out of 124 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.15% |
+31.38%
Feb 2016 - Jan 2018 |
-14.27%
Apr 2018 - Mar 2020 |
47.32%
53 out of 112 |
US Inflation Adjusted | -1.48% |
+28.39%
Feb 2016 - Jan 2018 |
-18.30%
Jun 2021 - May 2023 |
54.46%
61 out of 112 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.02% |
+14.23%
Feb 2016 - Jan 2019 |
-8.58%
Feb 2013 - Jan 2016 |
25.00%
25 out of 100 |
US Inflation Adjusted | +0.69% |
+11.94%
Feb 2016 - Jan 2019 |
-11.19%
Feb 2021 - Jan 2024 |
38.00%
38 out of 100 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.79% |
+12.87%
Jan 2017 - Dec 2020 |
-2.96%
Jan 2013 - Dec 2016 |
4.55%
4 out of 88 |
US Inflation Adjusted | +1.69% |
+10.73%
Jan 2017 - Dec 2020 |
-5.69%
Oct 2018 - Sep 2022 |
37.50%
33 out of 88 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.52% |
+14.75%
Mar 2016 - Feb 2021 |
-2.69%
Nov 2017 - Oct 2022 |
14.47%
11 out of 76 |
US Inflation Adjusted | +1.12% |
+12.37%
Mar 2016 - Feb 2021 |
-6.30%
Nov 2017 - Oct 2022 |
35.53%
27 out of 76 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.14% |
+10.98%
Feb 2016 - Jan 2022 |
-1.20%
Feb 2018 - Jan 2024 |
4.69%
3 out of 64 |
US Inflation Adjusted | +1.07% |
+8.09%
Sep 2015 - Aug 2021 |
-4.74%
Feb 2018 - Jan 2024 |
32.81%
21 out of 64 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.84% |
+7.47%
Feb 2014 - Jan 2021 |
-0.80%
Apr 2013 - Mar 2020 |
1.92%
1 out of 52 |
US Inflation Adjusted | +1.69% |
+5.80%
Feb 2014 - Jan 2021 |
-2.28%
Apr 2013 - Mar 2020 |
15.38%
8 out of 52 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.69% |
+7.31%
Jul 2013 - Jun 2021 |
+0.39%
Nov 2014 - Oct 2022 |
0.00%
0 out of 40 |
US Inflation Adjusted | +1.65% |
+5.28%
Jul 2013 - Jun 2021 |
-2.41%
Nov 2014 - Oct 2022 |
30.00%
12 out of 40 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.59% |
+4.06%
Jan 2013 - Dec 2021 |
+0.50%
Nov 2013 - Oct 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | -0.21% |
+1.84%
Jan 2013 - Dec 2021 |
-2.17%
Nov 2013 - Oct 2022 |
57.14%
16 out of 28 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.28% |
+3.70%
Aug 2013 - Jul 2023 |
+1.36%
Jan 2013 - Dec 2022 |
0.00%
0 out of 16 |
US Inflation Adjusted | -0.41% |
+0.95%
Aug 2013 - Jul 2023 |
-1.24%
Nov 2013 - Oct 2023 |
62.50%
10 out of 16 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.25% |
+2.70%
Apr 2013 - Mar 2024 |
+1.87%
Feb 2013 - Jan 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | -0.40% |
-0.03%
Apr 2013 - Mar 2024 |
-0.78%
Feb 2013 - Jan 2024 |
100.00%
4 out of 4 |
To obtain comprehensive information, please consult the iShares Core MSCI Emerging Markets (IEMG) ETF: Historical Returns page.