iShares Edge MSCI Min Vol EAFE ETF (EFAV): Rolling Returns

Data Source: from January 2012 to March 2024 (~12 years)
Consolidated Returns as of 31 March 2024

Holding the iShares Edge MSCI Min Vol EAFE ETF (EFAV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~12 years), the longest period with a negative return lasted 69 months (from February 2018 to October 2023).

This means that every rolling period of 70 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol EAFE ETF (EFAV) 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 EDGE MSCI MIN VOL EAFE ETF (EFAV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2012 - 31 March 2024 (~12 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.24% +22.45%
Dec 2016 - Nov 2017 		-22.38%
Oct 2021 - Sep 2022 		22.06%
30 out of 136
US Inflation Adjusted +3.65% +20.72%
Jun 2012 - May 2013 		-28.26%
Oct 2021 - Sep 2022 		31.62%
43 out of 136
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.87% +19.38%
Jun 2012 - May 2014 		-6.59%
Oct 2020 - Sep 2022 		19.35%
24 out of 124
US Inflation Adjusted +2.99% +17.30%
Jun 2012 - May 2014 		-12.51%
Oct 2020 - Sep 2022 		30.65%
38 out of 124
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 +5.24% +14.89%
Jun 2012 - May 2015 		-5.56%
Oct 2019 - Sep 2022 		7.14%
8 out of 112
US Inflation Adjusted +3.33% +13.53%
Jun 2012 - May 2015 		-10.00%
Nov 2019 - Oct 2022 		29.46%
33 out of 112
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.28% +11.36%
Jun 2012 - May 2016 		-3.30%
Oct 2018 - Sep 2022 		7.00%
7 out of 100
US Inflation Adjusted +3.28% +10.08%
Jun 2012 - May 2016 		-7.13%
Oct 2018 - Sep 2022 		27.00%
27 out of 100
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 +5.28% +11.04%
Jun 2012 - May 2017 		-1.68%
Oct 2017 - Sep 2022 		3.41%
3 out of 88
US Inflation Adjusted +3.31% +9.61%
Jun 2012 - May 2017 		-5.24%
Oct 2017 - Sep 2022 		27.27%
24 out of 88
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 +5.08% +10.21%
Jun 2012 - May 2018 		+0.13%
Oct 2016 - Sep 2022 		0.00%
0 out of 76
US Inflation Adjusted +2.75% +8.53%
Jun 2012 - May 2018 		-3.25%
Oct 2016 - Sep 2022 		27.63%
21 out of 76
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 +4.99% +8.69%
Jun 2012 - May 2019 		+1.24%
Nov 2015 - Oct 2022 		0.00%
0 out of 64
US Inflation Adjusted +3.17% +7.00%
Jun 2012 - May 2019 		-1.97%
Nov 2015 - Oct 2022 		25.00%
16 out of 64
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.79% +8.30%
Jan 2012 - Dec 2019 		+1.73%
Oct 2014 - Sep 2022 		0.00%
0 out of 52
US Inflation Adjusted +2.31% +6.56%
Jan 2012 - Dec 2019 		-1.10%
Nov 2014 - Oct 2022 		13.46%
7 out of 52
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.16% +8.25%
Jun 2012 - May 2021 		+2.23%
Oct 2013 - Sep 2022 		0.00%
0 out of 40
US Inflation Adjusted +1.44% +6.34%
Jun 2012 - May 2021 		-0.44%
Oct 2013 - Sep 2022 		7.50%
3 out of 40
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.47% +7.33%
Jan 2012 - Dec 2021 		+3.29%
Nov 2013 - Oct 2023 		0.00%
0 out of 28
US Inflation Adjusted +1.72% +5.08%
Jan 2012 - Dec 2021 		+0.49%
Nov 2013 - Oct 2023 		0.00%
0 out of 28
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 +5.06% +5.96%
Jun 2012 - May 2023 		+4.42%
Nov 2012 - Oct 2023 		0.00%
0 out of 16
US Inflation Adjusted +2.36% +3.27%
Jun 2012 - May 2023 		+1.77%
Apr 2013 - Mar 2024 		0.00%
0 out of 16
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.47% +5.67%
Jan 2012 - Dec 2023 		+5.33%
Mar 2012 - Feb 2024 		0.00%
0 out of 4
US Inflation Adjusted +2.78% +3.00%
Jan 2012 - Dec 2023 		+2.65%
Mar 2012 - Feb 2024 		0.00%
0 out of 4
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol EAFE ETF (EFAV) ETF: Historical Returns page.