Consolidated Returns as of 31 March 2024
Holding the iShares MSCI New Zealand ETF (ENZL) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~13 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 MSCI New Zealand ETF (ENZL) 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 | +9.16% |
+51.20%
Oct 2015 - Sep 2016 |
-31.50%
Oct 2021 - Sep 2022 |
27.03%
40 out of 148 |
US Inflation Adjusted | +6.57% |
+48.89%
Oct 2015 - Sep 2016 |
-36.69%
Oct 2021 - Sep 2022 |
31.76%
47 out of 148 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.61% |
+26.88%
Jun 2012 - May 2014 |
-17.54%
Nov 2021 - Oct 2023 |
19.85%
27 out of 136 |
US Inflation Adjusted | +7.68% |
+24.66%
Jun 2012 - May 2014 |
-21.82%
Nov 2021 - Oct 2023 |
22.79%
31 out of 136 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.53% |
+19.72%
Sep 2015 - Aug 2018 |
-9.94%
Feb 2021 - Jan 2024 |
16.13%
20 out of 124 |
US Inflation Adjusted | +8.44% |
+17.52%
Sep 2015 - Aug 2018 |
-14.77%
Feb 2021 - Jan 2024 |
18.55%
23 out of 124 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.47% |
+18.08%
Jan 2017 - Dec 2020 |
-3.47%
Nov 2019 - Oct 2023 |
7.14%
8 out of 112 |
US Inflation Adjusted | +7.84% |
+15.84%
Jan 2017 - Dec 2020 |
-7.70%
Nov 2019 - Oct 2023 |
20.54%
23 out of 112 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.30% |
+18.08%
Feb 2016 - Jan 2021 |
-0.27%
Apr 2019 - Mar 2024 |
1.00%
1 out of 100 |
US Inflation Adjusted | +8.40% |
+15.75%
Feb 2016 - Jan 2021 |
-4.29%
Apr 2019 - Mar 2024 |
21.00%
21 out of 100 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.57% |
+15.77%
Sep 2015 - Aug 2021 |
+1.13%
Oct 2016 - Sep 2022 |
0.00%
0 out of 88 |
US Inflation Adjusted | +8.74% |
+13.17%
Sep 2015 - Aug 2021 |
-2.51%
Nov 2017 - Oct 2023 |
13.64%
12 out of 88 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.00% |
+13.85%
Jul 2012 - Jun 2019 |
+2.24%
Oct 2016 - Sep 2023 |
0.00%
0 out of 76 |
US Inflation Adjusted | +8.33% |
+12.06%
Jul 2012 - Jun 2019 |
-1.24%
Oct 2016 - Sep 2023 |
5.26%
4 out of 76 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.11% |
+14.45%
Jan 2012 - Dec 2019 |
+4.28%
Jul 2014 - Jun 2022 |
0.00%
0 out of 64 |
US Inflation Adjusted | +7.94% |
+12.61%
Jan 2012 - Dec 2019 |
+0.93%
Apr 2016 - Mar 2024 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.36% |
+15.06%
Jan 2012 - Dec 2020 |
+3.87%
Nov 2014 - Oct 2023 |
0.00%
0 out of 52 |
US Inflation Adjusted | +5.82% |
+13.25%
Jan 2012 - Dec 2020 |
+0.92%
Nov 2014 - Oct 2023 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.11% |
+13.45%
Jan 2011 - Dec 2020 |
+3.99%
Nov 2013 - Oct 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +5.44% |
+11.51%
Jan 2011 - Dec 2020 |
+1.17%
Nov 2013 - Oct 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.69% |
+10.93%
Jan 2011 - Dec 2021 |
+5.39%
Nov 2012 - Oct 2023 |
0.00%
0 out of 28 |
US Inflation Adjusted | +5.16% |
+8.52%
Jan 2011 - Dec 2021 |
+2.62%
Apr 2013 - Mar 2024 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.55% |
+9.00%
Feb 2011 - Jan 2023 |
+6.75%
Nov 2011 - Oct 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +4.84% |
+6.26%
Feb 2011 - Jan 2023 |
+4.07%
Nov 2011 - Oct 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.51% |
+7.95%
Jan 2011 - Dec 2023 |
+7.30%
Apr 2011 - Mar 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | +4.76% |
+5.19%
Jan 2011 - Dec 2023 |
+4.56%
Apr 2011 - Mar 2024 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the iShares MSCI New Zealand ETF (ENZL) ETF: Historical Returns page.