iShares MSCI Peru ETF (EPU): Rolling Returns

Data Source: from January 2010 to March 2024 (~14 years)
Consolidated Returns as of 31 March 2024

Holding the iShares MSCI Peru ETF (EPU) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~14 years), the longest period with a negative return lasted 158 months (from January 2011 to February 2024).

This means that every rolling period of 159 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MSCI Peru ETF (EPU) 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 MSCI PERU ETF (EPU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2010 - 31 March 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return -0.22% +80.49%
Feb 2016 - Jan 2017 		-39.60%
Apr 2019 - Mar 2020 		50.00%
80 out of 160
US Inflation Adjusted -3.67% +76.07%
Feb 2016 - Jan 2017 		-40.51%
Apr 2019 - Mar 2020 		56.88%
91 out of 160
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return -1.17% +52.09%
Feb 2016 - Jan 2018 		-24.81%
Apr 2018 - Mar 2020 		56.08%
83 out of 148
US Inflation Adjusted -3.81% +48.62%
Feb 2016 - Jan 2018 		-26.07%
Apr 2018 - Mar 2020 		62.84%
93 out of 148
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return -0.42% +26.98%
Feb 2016 - Jan 2019 		-23.76%
Feb 2013 - Jan 2016 		50.74%
69 out of 136
US Inflation Adjusted -3.15% +24.43%
Feb 2016 - Jan 2019 		-24.40%
Feb 2013 - Jan 2016 		62.50%
85 out of 136
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return -0.49% +19.00%
Jan 2016 - Dec 2019 		-16.20%
Feb 2012 - Jan 2016 		51.61%
64 out of 124
US Inflation Adjusted -3.09% +16.52%
Jan 2016 - Dec 2019 		-17.08%
Feb 2012 - Jan 2016 		60.48%
75 out of 124
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +0.43% +14.36%
Feb 2016 - Jan 2021 		-14.85%
Jan 2011 - Dec 2015 		45.54%
51 out of 112
US Inflation Adjusted -1.99% +12.11%
Feb 2016 - Jan 2021 		-16.12%
Jan 2011 - Dec 2015 		66.96%
75 out of 112
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +0.69% +11.65%
Feb 2016 - Jan 2022 		-5.63%
Jan 2010 - Dec 2015 		39.00%
39 out of 100
US Inflation Adjusted -1.68% +8.49%
Feb 2016 - Jan 2022 		-7.04%
Jan 2010 - Dec 2015 		68.00%
68 out of 100
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +1.28% +9.85%
Feb 2016 - Jan 2023 		-7.16%
Apr 2013 - Mar 2020 		25.00%
22 out of 88
US Inflation Adjusted -0.70% +6.24%
Feb 2016 - Jan 2023 		-8.55%
Apr 2013 - Mar 2020 		63.64%
56 out of 88
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +0.57% +10.26%
Feb 2016 - Jan 2024 		-6.43%
Apr 2012 - Mar 2020 		46.05%
35 out of 76
US Inflation Adjusted -1.64% +6.67%
Feb 2016 - Jan 2024 		-7.83%
Apr 2012 - Mar 2020 		64.47%
49 out of 76
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return -0.02% +6.59%
Apr 2015 - Mar 2024 		-5.24%
Apr 2011 - Mar 2020 		50.00%
32 out of 64
US Inflation Adjusted -2.13% +3.33%
Apr 2015 - Mar 2024 		-6.76%
Apr 2011 - Mar 2020 		81.25%
52 out of 64
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return -0.61% +4.75%
Apr 2014 - Mar 2024 		-3.41%
Oct 2012 - Sep 2022 		65.38%
34 out of 52
US Inflation Adjusted -2.45% +1.86%
Apr 2014 - Mar 2024 		-5.79%
Oct 2012 - Sep 2022 		84.62%
44 out of 52
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return -0.53% +3.85%
Mar 2010 - Feb 2021 		-2.49%
Jan 2011 - Dec 2021 		70.00%
28 out of 40
US Inflation Adjusted -2.91% +2.04%
Mar 2010 - Feb 2021 		-4.61%
Jan 2011 - Dec 2021 		87.50%
35 out of 40
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +0.35% +3.26%
Mar 2010 - Feb 2022 		-2.33%
Nov 2010 - Oct 2022 		35.71%
10 out of 28
US Inflation Adjusted -2.17% +0.97%
Mar 2010 - Feb 2022 		-4.80%
Nov 2010 - Oct 2022 		89.29%
25 out of 28
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +1.53% +2.79%
Feb 2010 - Jan 2023 		-1.14%
Nov 2010 - Oct 2023 		31.25%
5 out of 16
US Inflation Adjusted -1.04% +0.26%
Feb 2010 - Jan 2023 		-3.68%
Nov 2010 - Oct 2023 		93.75%
15 out of 16
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +3.49% +3.86%
Apr 2010 - Mar 2024 		+3.08%
Jan 2010 - Dec 2023 		0.00%
0 out of 4
US Inflation Adjusted +0.91% +1.20%
Apr 2010 - Mar 2024 		+0.53%
Jan 2010 - Dec 2023 		0.00%
0 out of 4
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares MSCI Peru ETF (EPU) ETF: Historical Returns page.