Consolidated Returns as of 31 March 2024
Holding the iShares MSCI All Country Asia ex-Japan ETF (AAXJ) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~39 years), the longest period with a negative return lasted 195 months (from November 2007 to January 2024).
This means that every rolling period of 196 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI All Country Asia ex-Japan ETF (AAXJ) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
The annualized return of the last 10 years has been 3.33% (updated at Mar 31, 2024).
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 | +9.97% |
+95.84%
Jan 1993 - Dec 1993 |
-61.62%
Nov 2007 - Oct 2008 |
34.13%
157 out of 460 |
US Inflation Adjusted | +7.15% |
+90.49%
Jan 1993 - Dec 1993 |
-63.00%
Nov 2007 - Oct 2008 |
37.39%
172 out of 460 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.53% |
+47.43%
Mar 2009 - Feb 2011 |
-30.67%
Mar 2007 - Feb 2009 |
31.70%
142 out of 448 |
US Inflation Adjusted | +4.71% |
+44.34%
Mar 2009 - Feb 2011 |
-32.07%
Mar 2007 - Feb 2009 |
38.84%
174 out of 448 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.52% |
+37.68%
Nov 2004 - Oct 2007 |
-19.95%
Apr 2000 - Mar 2003 |
20.41%
89 out of 436 |
US Inflation Adjusted | +4.05% |
+33.52%
Nov 2004 - Oct 2007 |
-21.87%
Apr 2000 - Mar 2003 |
29.36%
128 out of 436 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.53% |
+32.35%
Jun 2003 - May 2007 |
-12.63%
Sep 1994 - Aug 1998 |
16.98%
72 out of 424 |
US Inflation Adjusted | +3.92% |
+28.37%
May 2003 - Apr 2007 |
-14.63%
Sep 1994 - Aug 1998 |
26.65%
113 out of 424 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.03% |
+29.56%
Nov 2002 - Oct 2007 |
-7.93%
Jan 1994 - Dec 1998 |
17.96%
74 out of 412 |
US Inflation Adjusted | +4.53% |
+25.89%
Nov 2002 - Oct 2007 |
-10.05%
Jan 1994 - Dec 1998 |
28.88%
119 out of 412 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.56% |
+25.67%
Nov 2001 - Oct 2007 |
-7.08%
Mar 1997 - Feb 2003 |
9.75%
39 out of 400 |
US Inflation Adjusted | +3.92% |
+22.29%
Nov 2001 - Oct 2007 |
-9.22%
Mar 1997 - Feb 2003 |
20.75%
83 out of 400 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.18% |
+21.73%
Jan 1987 - Dec 1993 |
-3.59%
Oct 1994 - Sep 2001 |
6.96%
27 out of 388 |
US Inflation Adjusted | +3.93% |
+17.00%
Jan 1987 - Dec 1993 |
-5.99%
Oct 1994 - Sep 2001 |
19.59%
76 out of 388 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.52% |
+22.84%
Feb 1986 - Jan 1994 |
-3.73%
Nov 2007 - Oct 2015 |
6.65%
25 out of 376 |
US Inflation Adjusted | +4.22% |
+18.53%
Feb 1986 - Jan 1994 |
-5.26%
Nov 2007 - Oct 2015 |
19.41%
73 out of 376 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.06% |
+21.26%
Jan 1985 - Dec 1993 |
-2.93%
Mar 2000 - Feb 2009 |
6.87%
25 out of 364 |
US Inflation Adjusted | +3.46% |
+16.93%
Jan 1985 - Dec 1993 |
-5.31%
Mar 2000 - Feb 2009 |
16.21%
59 out of 364 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.93% |
+16.46%
Jan 1985 - Dec 1994 |
+0.22%
Nov 2007 - Oct 2017 |
0.00%
0 out of 352 |
US Inflation Adjusted | +3.54% |
+12.43%
Jan 1985 - Dec 1994 |
-1.92%
Jan 1994 - Dec 2003 |
9.38%
33 out of 352 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.15% |
+17.35%
Mar 1986 - Feb 1997 |
-1.22%
Nov 2007 - Oct 2018 |
0.29%
1 out of 340 |
US Inflation Adjusted | +3.57% |
+13.41%
Mar 1986 - Feb 1997 |
-2.90%
Nov 2007 - Oct 2018 |
5.59%
19 out of 340 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.15% |
+16.51%
Mar 1985 - Feb 1997 |
-1.11%
Mar 1997 - Feb 2009 |
0.61%
2 out of 328 |
US Inflation Adjusted | +3.70% |
+12.62%
Mar 1985 - Feb 1997 |
-3.44%
Mar 1997 - Feb 2009 |
7.62%
25 out of 328 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.43% |
+13.26%
Jan 1987 - Dec 1999 |
+0.96%
Nov 2007 - Oct 2020 |
0.00%
0 out of 316 |
US Inflation Adjusted | +3.84% |
+9.66%
Jan 1987 - Dec 1999 |
-1.45%
Mar 1996 - Feb 2009 |
5.38%
17 out of 316 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.27% |
+14.48%
Mar 1986 - Feb 2000 |
+1.46%
Nov 1994 - Oct 2008 |
0.00%
0 out of 304 |
US Inflation Adjusted | +3.68% |
+11.00%
Feb 1986 - Jan 2000 |
-1.21%
Nov 1994 - Oct 2008 |
2.30%
7 out of 304 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.26% |
+14.09%
Jan 1985 - Dec 1999 |
-1.26%
Nov 2007 - Oct 2022 |
0.68%
2 out of 292 |
US Inflation Adjusted | +3.90% |
+10.57%
Jan 1985 - Dec 1999 |
-3.56%
Nov 2007 - Oct 2022 |
5.82%
17 out of 292 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.65% |
+11.25%
Nov 1991 - Oct 2007 |
-0.44%
Nov 2007 - Oct 2023 |
0.36%
1 out of 280 |
US Inflation Adjusted | +3.89% |
+8.36%
Nov 1991 - Oct 2007 |
-2.81%
Nov 2007 - Oct 2023 |
5.36%
15 out of 280 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.00% |
+11.16%
Nov 1990 - Oct 2007 |
+1.97%
Feb 2007 - Jan 2024 |
0.00%
0 out of 268 |
US Inflation Adjusted | +4.26% |
+8.26%
Nov 1990 - Oct 2007 |
-0.52%
Feb 2007 - Jan 2024 |
2.24%
6 out of 268 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.55% |
+10.77%
Mar 1986 - Feb 2004 |
+3.20%
Feb 2006 - Jan 2024 |
0.00%
0 out of 256 |
US Inflation Adjusted | +4.04% |
+7.96%
Apr 2003 - Mar 2021 |
+0.70%
Feb 2006 - Jan 2024 |
0.00%
0 out of 256 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.71% |
+10.89%
Nov 1988 - Oct 2007 |
+2.89%
Mar 1997 - Feb 2016 |
0.00%
0 out of 244 |
US Inflation Adjusted | +4.15% |
+7.69%
Nov 1988 - Oct 2007 |
+0.58%
Mar 1990 - Feb 2009 |
0.00%
0 out of 244 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.56% |
+11.90%
Nov 1987 - Oct 2007 |
+3.17%
Apr 2000 - Mar 2020 |
0.00%
0 out of 232 |
US Inflation Adjusted | +3.95% |
+8.60%
Nov 1987 - Oct 2007 |
+0.91%
Mar 1989 - Feb 2009 |
0.00%
0 out of 232 |
To obtain comprehensive information, please consult the iShares MSCI All Country Asia ex-Japan ETF (AAXJ) ETF: Historical Returns page.