Consolidated Returns as of 31 March 2024
Holding the iShares MSCI South Korea ETF (EWY) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~23 years), the longest period with a negative return lasted 192 months (from November 2007 to October 2023).
This means that every rolling period of 193 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI South Korea ETF (EWY) 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 | +10.18% |
+110.75%
Mar 2009 - Feb 2010 |
-63.31%
Dec 2007 - Nov 2008 |
35.45%
95 out of 268 |
US Inflation Adjusted | +6.96% |
+106.31%
Mar 2009 - Feb 2010 |
-63.70%
Dec 2007 - Nov 2008 |
38.81%
104 out of 268 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.87% |
+64.59%
Mar 2009 - Feb 2011 |
-32.49%
Mar 2007 - Feb 2009 |
35.16%
90 out of 256 |
US Inflation Adjusted | +5.70% |
+61.14%
Mar 2009 - Feb 2011 |
-33.85%
Mar 2007 - Feb 2009 |
37.11%
95 out of 256 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.26% |
+46.82%
Apr 2003 - Mar 2006 |
-21.47%
Mar 2006 - Feb 2009 |
25.41%
62 out of 244 |
US Inflation Adjusted | +4.00% |
+42.85%
Apr 2003 - Mar 2006 |
-23.14%
Mar 2006 - Feb 2009 |
36.48%
89 out of 244 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.75% |
+38.03%
Oct 2001 - Sep 2005 |
-9.91%
Mar 2005 - Feb 2009 |
16.38%
38 out of 232 |
US Inflation Adjusted | +2.57% |
+34.29%
Oct 2001 - Sep 2005 |
-12.15%
Mar 2005 - Feb 2009 |
29.74%
69 out of 232 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.56% |
+33.75%
Oct 2001 - Sep 2006 |
-5.52%
Oct 2017 - Sep 2022 |
16.82%
37 out of 220 |
US Inflation Adjusted | +3.69% |
+30.32%
Oct 2001 - Sep 2006 |
-8.94%
Oct 2017 - Sep 2022 |
31.36%
69 out of 220 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.95% |
+36.05%
Oct 2001 - Sep 2007 |
-3.32%
Nov 2017 - Oct 2023 |
9.62%
20 out of 208 |
US Inflation Adjusted | +2.97% |
+32.52%
Oct 2001 - Sep 2007 |
-6.81%
Nov 2017 - Oct 2023 |
25.00%
52 out of 208 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.09% |
+27.54%
Jan 2001 - Dec 2007 |
-2.39%
Nov 2007 - Oct 2014 |
2.55%
5 out of 196 |
US Inflation Adjusted | +2.87% |
+24.10%
Jan 2001 - Dec 2007 |
-4.14%
Nov 2007 - Oct 2014 |
15.31%
30 out of 196 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.85% |
+20.95%
Apr 2003 - Mar 2011 |
-3.05%
Oct 2007 - Sep 2015 |
8.70%
16 out of 184 |
US Inflation Adjusted | +3.87% |
+18.07%
Apr 2003 - Mar 2011 |
-4.61%
Oct 2007 - Sep 2015 |
19.57%
36 out of 184 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.13% |
+20.05%
Oct 2001 - Sep 2010 |
-2.11%
Nov 2007 - Oct 2016 |
7.56%
13 out of 172 |
US Inflation Adjusted | +3.41% |
+17.36%
Oct 2001 - Sep 2010 |
-3.76%
Oct 2013 - Sep 2022 |
23.84%
41 out of 172 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.60% |
+18.93%
Apr 2001 - Mar 2011 |
-0.61%
Oct 2012 - Sep 2022 |
0.63%
1 out of 160 |
US Inflation Adjusted | +2.94% |
+16.15%
Apr 2001 - Mar 2011 |
-3.06%
Oct 2012 - Sep 2022 |
16.88%
27 out of 160 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.31% |
+17.35%
Oct 2001 - Sep 2012 |
-0.90%
Nov 2007 - Oct 2018 |
0.68%
1 out of 148 |
US Inflation Adjusted | +3.57% |
+14.61%
Oct 2001 - Sep 2012 |
-2.59%
Nov 2007 - Oct 2018 |
17.57%
26 out of 148 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.10% |
+16.23%
Oct 2001 - Sep 2013 |
-0.62%
Nov 2007 - Oct 2019 |
2.94%
4 out of 136 |
US Inflation Adjusted | +4.20% |
+13.64%
Oct 2001 - Sep 2013 |
-2.31%
Nov 2007 - Oct 2019 |
21.32%
29 out of 136 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+14.88%
Oct 2001 - Sep 2014 |
+0.34%
Nov 2007 - Oct 2020 |
0.00%
0 out of 124 |
US Inflation Adjusted | +4.89% |
+12.36%
Oct 2001 - Sep 2014 |
-1.34%
Nov 2007 - Oct 2020 |
12.10%
15 out of 124 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.08% |
+12.60%
Apr 2001 - Mar 2015 |
+1.42%
Apr 2006 - Mar 2020 |
0.00%
0 out of 112 |
US Inflation Adjusted | +4.07% |
+10.27%
Apr 2001 - Mar 2015 |
-0.42%
Apr 2006 - Mar 2020 |
2.68%
3 out of 112 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.66% |
+12.74%
Oct 2001 - Sep 2016 |
-1.01%
Nov 2007 - Oct 2022 |
2.00%
2 out of 100 |
US Inflation Adjusted | +4.47% |
+10.48%
Oct 2001 - Sep 2016 |
-3.32%
Nov 2007 - Oct 2022 |
12.00%
12 out of 100 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.29% |
+13.19%
Oct 2001 - Sep 2017 |
-0.51%
Nov 2007 - Oct 2023 |
1.14%
1 out of 88 |
US Inflation Adjusted | +5.10% |
+10.92%
Oct 2001 - Sep 2017 |
-2.88%
Nov 2007 - Oct 2023 |
15.91%
14 out of 88 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.35% |
+12.50%
Apr 2001 - Mar 2018 |
+2.28%
Nov 2006 - Oct 2023 |
0.00%
0 out of 76 |
US Inflation Adjusted | +5.20% |
+10.21%
Apr 2001 - Mar 2018 |
-0.22%
Nov 2006 - Oct 2023 |
1.32%
1 out of 76 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.13% |
+11.79%
Apr 2003 - Mar 2021 |
+2.64%
Feb 2006 - Jan 2024 |
0.00%
0 out of 64 |
US Inflation Adjusted | +4.64% |
+9.54%
Apr 2003 - Mar 2021 |
+0.15%
Feb 2006 - Jan 2024 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.45% |
+11.05%
Oct 2001 - Sep 2020 |
+4.79%
Mar 2005 - Feb 2024 |
0.00%
0 out of 52 |
US Inflation Adjusted | +6.16% |
+8.86%
Oct 2001 - Sep 2020 |
+2.17%
Mar 2005 - Feb 2024 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.28% |
+11.73%
Apr 2001 - Mar 2021 |
+5.51%
Nov 2003 - Oct 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +4.60% |
+9.47%
Apr 2001 - Mar 2021 |
+2.86%
Nov 2003 - Oct 2023 |
0.00%
0 out of 40 |
To obtain comprehensive information, please consult the iShares MSCI South Korea ETF (EWY) ETF: Historical Returns page.