Consolidated Returns as of 31 March 2024
Holding the iShares MSCI Saudi Arabia ETF (KSA) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~8 years), the longest period with a negative return lasted 34 months (from July 2017 to April 2020).
This means that every rolling period of 35 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Saudi Arabia ETF (KSA) 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 | +9.87% |
+54.59%
Nov 2020 - Oct 2021 |
-26.61%
Apr 2019 - Mar 2020 |
22.73%
20 out of 88 |
US Inflation Adjusted | +7.87% |
+49.24%
Apr 2020 - Mar 2021 |
-27.71%
Apr 2019 - Mar 2020 |
30.68%
27 out of 88 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.17% |
+43.38%
Apr 2020 - Mar 2022 |
-7.54%
Apr 2018 - Mar 2020 |
13.16%
10 out of 76 |
US Inflation Adjusted | +7.90% |
+35.85%
Apr 2020 - Mar 2022 |
-9.62%
Nov 2021 - Oct 2023 |
26.32%
20 out of 76 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.36% |
+19.54%
Apr 2020 - Mar 2023 |
+1.07%
Apr 2017 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +7.47% |
+15.71%
Feb 2016 - Jan 2019 |
-0.83%
Apr 2017 - Mar 2020 |
3.13%
2 out of 64 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.17% |
+18.87%
Apr 2020 - Mar 2024 |
+3.94%
May 2016 - Apr 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +6.71% |
+13.71%
Nov 2017 - Oct 2021 |
+0.82%
Mar 2019 - Feb 2023 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.41% |
+17.69%
Oct 2016 - Sep 2021 |
+7.14%
Nov 2018 - Oct 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +7.63% |
+14.73%
Oct 2016 - Sep 2021 |
+3.02%
Nov 2018 - Oct 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.60% |
+16.72%
Mar 2016 - Feb 2022 |
+8.87%
Mar 2017 - Feb 2023 |
0.00%
0 out of 28 |
US Inflation Adjusted | +6.62% |
+13.24%
Mar 2016 - Feb 2022 |
+5.08%
Oct 2017 - Sep 2023 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.48% |
+11.86%
Sep 2016 - Aug 2023 |
+8.91%
Jan 2016 - Dec 2022 |
0.00%
0 out of 16 |
US Inflation Adjusted | +6.77% |
+8.12%
Aug 2016 - Jul 2023 |
+5.32%
Dec 2016 - Nov 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.41% |
+12.25%
Mar 2016 - Feb 2024 |
+9.66%
Jan 2016 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +7.73% |
+8.51%
Mar 2016 - Feb 2024 |
+6.14%
Jan 2016 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the iShares MSCI Saudi Arabia ETF (KSA) ETF: Historical Returns page.