iShares MSCI Philippines ETF (EPHE): Rolling Returns

Data Source: from January 2011 to March 2024 (~13 years)
Consolidated Returns as of 31 March 2024

Holding the iShares MSCI Philippines ETF (EPHE) 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 141 months (from January 2011 to September 2022).

This means that every rolling period of 142 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MSCI Philippines ETF (EPHE) 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 PHILIPPINES ETF (EPHE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2011 - 31 March 2024 (~13 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.51% +48.96%
Mar 2012 - Feb 2013 		-32.30%
Apr 2019 - Mar 2020 		45.95%
68 out of 148
US Inflation Adjusted -0.55% +46.01%
Mar 2012 - Feb 2013 		-33.32%
Apr 2019 - Mar 2020 		50.68%
75 out of 148
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 -1.00% +35.77%
Mar 2011 - Feb 2013 		-18.29%
Apr 2018 - Mar 2020 		54.41%
74 out of 136
US Inflation Adjusted -3.39% +32.51%
Mar 2011 - Feb 2013 		-19.66%
Apr 2018 - Mar 2020 		61.03%
83 out of 136
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 -1.05% +22.64%
Oct 2011 - Sep 2014 		-12.02%
Oct 2019 - Sep 2022 		56.45%
70 out of 124
US Inflation Adjusted -3.52% +20.74%
Oct 2011 - Sep 2014 		-16.16%
Oct 2019 - Sep 2022 		71.77%
89 out of 124
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 -2.16% +18.35%
Mar 2011 - Feb 2015 		-10.45%
Apr 2016 - Mar 2020 		65.18%
73 out of 112
US Inflation Adjusted -4.54% +16.62%
Mar 2011 - Feb 2015 		-12.57%
Nov 2019 - Oct 2023 		71.43%
80 out of 112
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 -1.51% +12.90%
Oct 2011 - Sep 2016 		-10.57%
Apr 2015 - Mar 2020 		63.00%
63 out of 100
US Inflation Adjusted -3.41% +11.50%
Oct 2011 - Sep 2016 		-12.30%
Oct 2017 - Sep 2022 		73.00%
73 out of 100
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 -2.03% +10.61%
Oct 2011 - Sep 2017 		-7.59%
Oct 2016 - Sep 2022 		63.64%
56 out of 88
US Inflation Adjusted -3.82% +9.07%
Oct 2011 - Sep 2017 		-10.71%
Oct 2016 - Sep 2022 		75.00%
66 out of 88
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 -1.98% +8.84%
Feb 2011 - Jan 2018 		-7.27%
Apr 2013 - Mar 2020 		64.47%
49 out of 76
US Inflation Adjusted -4.22% +7.03%
Feb 2011 - Jan 2018 		-8.66%
Apr 2013 - Mar 2020 		69.74%
53 out of 76
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 -1.17% +6.68%
Oct 2011 - Sep 2019 		-5.82%
Oct 2014 - Sep 2022 		67.19%
43 out of 64
US Inflation Adjusted -3.15% +5.04%
Oct 2011 - Sep 2019 		-8.39%
Oct 2014 - Sep 2022 		76.56%
49 out of 64
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 -0.81% +4.60%
Feb 2011 - Jan 2020 		-4.47%
Nov 2014 - Oct 2023 		55.77%
29 out of 52
US Inflation Adjusted -2.97% +2.86%
Jan 2012 - Dec 2020 		-7.18%
Nov 2014 - Oct 2023 		80.77%
42 out of 52
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 -0.60% +4.24%
Oct 2011 - Sep 2021 		-3.46%
May 2013 - Apr 2023 		55.00%
22 out of 40
US Inflation Adjusted -3.28% +2.29%
Oct 2011 - Sep 2021 		-6.01%
May 2013 - Apr 2023 		65.00%
26 out of 40
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 +0.64% +4.53%
Mar 2011 - Feb 2022 		-2.61%
Apr 2013 - Mar 2024 		39.29%
11 out of 28
US Inflation Adjusted -1.87% +2.20%
Mar 2011 - Feb 2022 		-5.20%
Apr 2013 - Mar 2024 		82.14%
23 out of 28
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 +1.30% +2.85%
Feb 2011 - Jan 2023 		+0.64%
Apr 2012 - Mar 2024 		0.00%
0 out of 16
US Inflation Adjusted -1.23% +0.26%
Feb 2011 - Jan 2023 		-1.93%
Apr 2012 - Mar 2024 		93.75%
15 out of 16
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.16% +2.67%
Mar 2011 - Feb 2024 		+1.30%
Jan 2011 - Dec 2023 		0.00%
0 out of 4
US Inflation Adjusted -0.45% +0.03%
Mar 2011 - Feb 2024 		-1.29%
Jan 2011 - Dec 2023 		75.00%
3 out of 4
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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