iShares MSCI South Africa ETF (EZA): Rolling Returns

Data Source: from January 2004 to March 2024 (~20 years)
Consolidated Returns as of 31 March 2024

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

Considering all the available data source (~20 years), the longest period with a negative return lasted 197 months (from November 2007 to March 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the iShares MSCI South Africa ETF (EZA) 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 SOUTH AFRICA ETF (EZA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 January 2004 - 31 March 2024 (~20 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.56% +84.57%
Apr 2020 - Mar 2021 		-52.86%
Nov 2007 - Oct 2008 		42.67%
99 out of 232
US Inflation Adjusted +1.37% +79.86%
Apr 2020 - Mar 2021 		-54.55%
Nov 2007 - Oct 2008 		45.69%
106 out of 232
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 +3.07% +55.72%
Mar 2009 - Feb 2011 		-30.49%
Apr 2018 - Mar 2020 		39.09%
86 out of 220
US Inflation Adjusted +0.23% +52.46%
Mar 2009 - Feb 2011 		-31.65%
Apr 2018 - Mar 2020 		48.18%
106 out of 220
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 +2.70% +38.45%
May 2004 - Apr 2007 		-15.09%
Apr 2017 - Mar 2020 		33.65%
70 out of 208
US Inflation Adjusted +0.12% +34.17%
May 2004 - Apr 2007 		-16.69%
Apr 2017 - Mar 2020 		48.56%
101 out of 208
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 +1.71% +27.03%
May 2004 - Apr 2008 		-9.74%
Apr 2016 - Mar 2020 		35.71%
70 out of 196
US Inflation Adjusted -0.43% +22.89%
May 2004 - Apr 2008 		-11.55%
Apr 2016 - Mar 2020 		52.55%
103 out of 196
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 +3.10% +18.87%
Mar 2009 - Feb 2014 		-11.63%
Apr 2015 - Mar 2020 		34.24%
63 out of 184
US Inflation Adjusted +1.10% +16.47%
Mar 2009 - Feb 2014 		-13.20%
Apr 2015 - Mar 2020 		42.39%
78 out of 184
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 +2.14% +18.15%
May 2004 - Apr 2010 		-9.28%
Apr 2014 - Mar 2020 		31.40%
54 out of 172
US Inflation Adjusted +0.38% +15.84%
Mar 2009 - Feb 2015 		-10.62%
Apr 2014 - Mar 2020 		47.09%
81 out of 172
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 +2.88% +20.04%
May 2004 - Apr 2011 		-7.18%
Apr 2013 - Mar 2020 		25.63%
41 out of 160
US Inflation Adjusted +0.67% +17.02%
May 2004 - Apr 2011 		-8.57%
Apr 2013 - Mar 2020 		45.00%
72 out of 160
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 +2.37% +16.11%
May 2004 - Apr 2012 		-6.82%
Apr 2012 - Mar 2020 		30.41%
45 out of 148
US Inflation Adjusted +0.32% +13.23%
May 2004 - Apr 2012 		-8.22%
Apr 2012 - Mar 2020 		47.30%
70 out of 148
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 +1.85% +14.17%
Jan 2004 - Dec 2012 		-6.37%
Apr 2011 - Mar 2020 		27.94%
38 out of 136
US Inflation Adjusted -0.08% +11.41%
Jan 2004 - Dec 2012 		-7.88%
Apr 2011 - Mar 2020 		50.00%
68 out of 136
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 +2.26% +13.10%
May 2004 - Apr 2014 		-3.71%
Apr 2010 - Mar 2020 		20.97%
26 out of 124
US Inflation Adjusted +0.46% +10.50%
May 2004 - Apr 2014 		-5.35%
Apr 2010 - Mar 2020 		42.74%
53 out of 124
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 +2.45% +12.60%
May 2004 - Apr 2015 		-1.22%
Oct 2012 - Sep 2023 		18.75%
21 out of 112
US Inflation Adjusted +0.70% +10.26%
May 2004 - Apr 2015 		-3.75%
Oct 2012 - Sep 2023 		41.07%
46 out of 112
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 +2.84% +9.54%
May 2004 - Apr 2016 		-1.85%
May 2008 - Apr 2020 		18.00%
18 out of 100
US Inflation Adjusted +0.79% +7.34%
May 2004 - Apr 2016 		-4.15%
Jun 2011 - May 2023 		38.00%
38 out of 100
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 +3.02% +9.52%
May 2004 - Apr 2017 		-2.05%
Apr 2007 - Mar 2020 		15.91%
14 out of 88
US Inflation Adjusted +1.10% +7.32%
May 2004 - Apr 2017 		-3.76%
Apr 2007 - Mar 2020 		35.23%
31 out of 88
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.49% +10.07%
Feb 2004 - Jan 2018 		-1.37%
Apr 2006 - Mar 2020 		2.63%
2 out of 76
US Inflation Adjusted +0.51% +7.82%
Feb 2004 - Jan 2018 		-3.16%
Apr 2006 - Mar 2020 		35.53%
27 out of 76
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.14% +8.36%
May 2004 - Apr 2019 		-0.73%
Nov 2007 - Oct 2022 		3.13%
2 out of 64
US Inflation Adjusted +1.09% +6.15%
May 2004 - Apr 2019 		-3.04%
Nov 2007 - Oct 2022 		29.69%
19 out of 64
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.40% +7.14%
Jan 2004 - Dec 2019 		-0.58%
Nov 2007 - Oct 2023 		1.92%
1 out of 52
US Inflation Adjusted +1.07% +4.94%
Jan 2004 - Dec 2019 		-2.95%
Nov 2007 - Oct 2023 		36.54%
19 out of 52
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.74% +7.61%
Jun 2004 - May 2021 		+1.13%
Mar 2007 - Feb 2024 		0.00%
0 out of 40
US Inflation Adjusted +1.27% +5.39%
May 2004 - Apr 2021 		-1.34%
Mar 2007 - Feb 2024 		30.00%
12 out of 40
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.31% +7.11%
May 2004 - Apr 2022 		+1.54%
Apr 2006 - Mar 2024 		0.00%
0 out of 28
US Inflation Adjusted +1.73% +4.60%
Feb 2004 - Jan 2022 		-0.95%
Apr 2006 - Mar 2024 		10.71%
3 out of 28
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.08% +6.32%
May 2004 - Apr 2023 		+3.20%
Mar 2005 - Feb 2024 		0.00%
0 out of 16
US Inflation Adjusted +2.45% +3.66%
May 2004 - Apr 2023 		+0.62%
Mar 2005 - Feb 2024 		0.00%
0 out of 16
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.82% +5.60%
Jan 2004 - Dec 2023 		+4.75%
Mar 2004 - Feb 2024 		0.00%
0 out of 4
US Inflation Adjusted +2.17% +2.94%
Jan 2004 - Dec 2023 		+2.11%
Mar 2004 - Feb 2024 		0.00%
0 out of 4
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares MSCI South Africa ETF (EZA) ETF: Historical Returns page.