Last Update: 30 June 2022

Holding a position in the iShares MSCI EAFE (EFA) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 14 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 7 years rolling periods, you would have obtained a positive returns 96.34% of times

All the returns are calculated over the available historical serie, starting from January 1986 until June 2022.

In order to have complete information about the ETF, please refer to the iShares MSCI EAFE (EFA) ETF: historical returns page.

Rolling Returns

iShares MSCI EAFE (EFA) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.96 78.27
Feb 1986 - Jan 1987
-50.02
Mar 2008 - Feb 2009
36.07%
2 Years
6.30 46.94
Feb 1986 - Jan 1988
-29.65
Mar 2007 - Feb 2009
26.99%
3 Years
5.52 38.88
Jan 1986 - Dec 1988
-19.65
Apr 2000 - Mar 2003
23.82%
4 Years
5.09 31.86
Jan 1986 - Dec 1989
-9.86
Oct 2007 - Sep 2011
24.04%
5 Years
4.98 23.35
Nov 2002 - Oct 2007
-7.41
Jun 2007 - May 2012
17.41%
6 Years
4.88 16.42
Jan 1986 - Dec 1991
-2.74
Oct 1996 - Sep 2002
11.17%
7 Years
4.89 13.73
Jan 1993 - Dec 1999
-2.53
Apr 1996 - Mar 2003
3.66%
8 Years
4.93 14.53
Feb 1986 - Jan 1994
-1.99
Mar 2001 - Feb 2009
6.12%
9 Years
4.93 13.09
Jan 1986 - Dec 1994
-3.86
Mar 2000 - Feb 2009
7.55%
10 Years
4.89 12.14
Jan 1986 - Dec 1995
-0.59
Mar 1999 - Feb 2009
0.94%
11 Years
4.82 11.44
Jan 1986 - Dec 1996
-0.18
Mar 1998 - Feb 2009
0.33%
12 Years
4.81 10.48
Feb 1986 - Jan 1998
0.42
Jan 2000 - Dec 2011
0.00%
13 Years
4.78 10.78
Jan 1986 - Dec 1998
-0.27
Oct 1989 - Sep 2002
1.06%
14 Years
4.67 12.53
Jan 1986 - Dec 1999
0.02
Apr 1989 - Mar 2003
0.00%
15 Years
4.69 10.50
Jan 1986 - Dec 2000
0.52
Apr 1988 - Mar 2003
0.00%
(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.96% +78.27%
Feb 1986 - Jan 1987
-50.02%
Mar 2008 - Feb 2009
36.07%
154 out of 427
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.30% +46.94%
Feb 1986 - Jan 1988
-29.65%
Mar 2007 - Feb 2009
26.99%
112 out of 415
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.52% +38.88%
Jan 1986 - Dec 1988
-19.65%
Apr 2000 - Mar 2003
23.82%
96 out of 403
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.09% +31.86%
Jan 1986 - Dec 1989
-9.86%
Oct 2007 - Sep 2011
24.04%
94 out of 391
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.98% +23.35%
Nov 2002 - Oct 2007
-7.41%
Jun 2007 - May 2012
17.41%
66 out of 379
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.88% +16.42%
Jan 1986 - Dec 1991
-2.74%
Oct 1996 - Sep 2002
11.17%
41 out of 367
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.89% +13.73%
Jan 1993 - Dec 1999
-2.53%
Apr 1996 - Mar 2003
3.66%
13 out of 355
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.93% +14.53%
Feb 1986 - Jan 1994
-1.99%
Mar 2001 - Feb 2009
6.12%
21 out of 343
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.93% +13.09%
Jan 1986 - Dec 1994
-3.86%
Mar 2000 - Feb 2009
7.55%
25 out of 331
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.89% +12.14%
Jan 1986 - Dec 1995
-0.59%
Mar 1999 - Feb 2009
0.94%
3 out of 319
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.82% +11.44%
Jan 1986 - Dec 1996
-0.18%
Mar 1998 - Feb 2009
0.33%
1 out of 307
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.81% +10.48%
Feb 1986 - Jan 1998
+0.42%
Jan 2000 - Dec 2011
0.00%
0 out of 295
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.78% +10.78%
Jan 1986 - Dec 1998
-0.27%
Oct 1989 - Sep 2002
1.06%
3 out of 283
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.67% +12.53%
Jan 1986 - Dec 1999
+0.02%
Apr 1989 - Mar 2003
0.00%
0 out of 271
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.69% +10.50%
Jan 1986 - Dec 2000
+0.52%
Apr 1988 - Mar 2003
0.00%
0 out of 259
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

In order to have complete information about the ETF, please refer to the iShares MSCI EAFE (EFA) ETF: historical returns page.

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