Consolidated Returns as of 31 March 2024
Holding the iShares MSCI Poland ETF (EPOL) 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 159 months (from January 2011 to March 2024). This negative series is not closed yet.
To obtain comprehensive information, please consult the iShares MSCI Poland ETF (EPOL) 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 | -5.03% |
+68.42%
Nov 2020 - Oct 2021 |
-49.89%
Oct 2021 - Sep 2022 |
53.38%
79 out of 148 |
US Inflation Adjusted | -7.83% |
+58.56%
Nov 2020 - Oct 2021 |
-53.68%
Oct 2021 - Sep 2022 |
54.05%
80 out of 148 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -3.40% |
+34.64%
Feb 2016 - Jan 2018 |
-24.55%
Apr 2018 - Mar 2020 |
55.88%
76 out of 136 |
US Inflation Adjusted | -5.32% |
+31.57%
Feb 2016 - Jan 2018 |
-25.81%
Apr 2018 - Mar 2020 |
65.44%
89 out of 136 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.68% |
+15.09%
Feb 2016 - Jan 2019 |
-18.11%
Nov 2017 - Oct 2020 |
53.23%
66 out of 124 |
US Inflation Adjusted | -2.75% |
+12.78%
Feb 2016 - Jan 2019 |
-21.70%
Oct 2019 - Sep 2022 |
64.52%
80 out of 124 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -2.38% |
+16.90%
Apr 2020 - Mar 2024 |
-16.46%
Oct 2018 - Sep 2022 |
66.96%
75 out of 112 |
US Inflation Adjusted | -4.27% |
+11.47%
Apr 2020 - Mar 2024 |
-19.76%
Oct 2018 - Sep 2022 |
85.71%
96 out of 112 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.57% |
+7.35%
Jun 2016 - May 2021 |
-14.92%
Oct 2017 - Sep 2022 |
64.00%
64 out of 100 |
US Inflation Adjusted | -4.00% |
+4.93%
Jun 2016 - May 2021 |
-18.00%
Oct 2017 - Sep 2022 |
76.00%
76 out of 100 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.53% |
+6.68%
Jan 2012 - Dec 2017 |
-10.25%
Apr 2014 - Mar 2020 |
63.64%
56 out of 88 |
US Inflation Adjusted | -3.88% |
+5.15%
Jan 2012 - Dec 2017 |
-11.58%
Apr 2014 - Mar 2020 |
78.41%
69 out of 88 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.11% |
+5.43%
Dec 2016 - Nov 2023 |
-8.58%
Nov 2013 - Oct 2020 |
64.47%
49 out of 76 |
US Inflation Adjusted | -3.50% |
+1.93%
Jun 2012 - May 2019 |
-10.16%
Oct 2015 - Sep 2022 |
84.21%
64 out of 76 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -2.08% |
+5.86%
Mar 2016 - Feb 2024 |
-9.59%
Oct 2014 - Sep 2022 |
76.56%
49 out of 64 |
US Inflation Adjusted | -4.01% |
+2.34%
Mar 2016 - Feb 2024 |
-12.06%
Oct 2014 - Sep 2022 |
90.63%
58 out of 64 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -2.32% |
+3.32%
Jun 2012 - May 2021 |
-8.32%
Oct 2013 - Sep 2022 |
78.85%
41 out of 52 |
US Inflation Adjusted | -4.46% |
+1.49%
Jun 2012 - May 2021 |
-10.71%
Oct 2013 - Sep 2022 |
98.08%
51 out of 52 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -2.25% |
+2.10%
Oct 2011 - Sep 2021 |
-6.45%
Oct 2012 - Sep 2022 |
87.50%
35 out of 40 |
US Inflation Adjusted | -4.48% |
+0.18%
Oct 2011 - Sep 2021 |
-8.75%
Oct 2012 - Sep 2022 |
97.50%
39 out of 40 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.68% |
+1.53%
Apr 2013 - Mar 2024 |
-5.63%
May 2011 - Apr 2022 |
75.00%
21 out of 28 |
US Inflation Adjusted | -4.15% |
-1.17%
Apr 2013 - Mar 2024 |
-7.92%
Jul 2011 - Jun 2022 |
100.00%
28 out of 28 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.67% |
+2.81%
Jan 2012 - Dec 2023 |
-4.31%
Apr 2011 - Mar 2023 |
62.50%
10 out of 16 |
US Inflation Adjusted | -4.10% |
+0.21%
Jan 2012 - Dec 2023 |
-6.69%
Apr 2011 - Mar 2023 |
93.75%
15 out of 16 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.60% |
-0.36%
Mar 2011 - Feb 2024 |
-0.78%
Feb 2011 - Jan 2024 |
100.00%
4 out of 4 |
US Inflation Adjusted | -3.14% |
-2.92%
Mar 2011 - Feb 2024 |
-3.32%
Feb 2011 - Jan 2024 |
100.00%
4 out of 4 |
To obtain comprehensive information, please consult the iShares MSCI Poland ETF (EPOL) ETF: Historical Returns page.