Consolidated Returns as of 31 March 2024
Holding the iShares MSCI Spain ETF (EWP) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~27 years), the longest period with a negative return lasted 202 months (from January 2007 to October 2023).
This means that every rolling period of 203 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Spain ETF (EWP) 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 | +3.26% |
+76.14%
Apr 1997 - Mar 1998 |
-48.65%
Mar 2008 - Feb 2009 |
45.25%
143 out of 316 |
US Inflation Adjusted | +0.76% |
+73.75%
Apr 1997 - Mar 1998 |
-48.66%
Mar 2008 - Feb 2009 |
49.05%
155 out of 316 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.67% |
+47.86%
Jun 2012 - May 2014 |
-25.55%
Mar 2007 - Feb 2009 |
44.08%
134 out of 304 |
US Inflation Adjusted | -0.98% |
+45.27%
Jun 2012 - May 2014 |
-27.05%
Mar 2007 - Feb 2009 |
50.99%
155 out of 304 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.04% |
+36.77%
Oct 2002 - Sep 2005 |
-15.86%
Dec 2007 - Nov 2010 |
40.07%
117 out of 292 |
US Inflation Adjusted | -0.06% |
+32.51%
Oct 2002 - Sep 2005 |
-17.00%
Dec 2007 - Nov 2010 |
50.34%
147 out of 292 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.11% |
+34.66%
Apr 2003 - Mar 2007 |
-18.49%
Jun 2008 - May 2012 |
36.43%
102 out of 280 |
US Inflation Adjusted | -0.27% |
+31.01%
Apr 2003 - Mar 2007 |
-19.72%
Jun 2008 - May 2012 |
52.14%
146 out of 280 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.26% |
+33.47%
Oct 2002 - Sep 2007 |
-14.05%
Jun 2007 - May 2012 |
31.34%
84 out of 268 |
US Inflation Adjusted | +0.74% |
+29.72%
Oct 2002 - Sep 2007 |
-15.76%
Jun 2007 - May 2012 |
43.28%
116 out of 268 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.23% |
+24.61%
Nov 2001 - Oct 2007 |
-7.72%
May 2014 - Apr 2020 |
28.13%
72 out of 256 |
US Inflation Adjusted | +1.36% |
+21.25%
Nov 2001 - Oct 2007 |
-8.99%
Apr 2014 - Mar 2020 |
44.92%
115 out of 256 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.60% |
+21.27%
Oct 2002 - Sep 2009 |
-4.91%
Dec 2009 - Nov 2016 |
24.59%
60 out of 244 |
US Inflation Adjusted | +1.09% |
+18.24%
Oct 2002 - Sep 2009 |
-6.37%
Dec 2009 - Nov 2016 |
40.98%
100 out of 244 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.46% |
+16.14%
Oct 2002 - Sep 2010 |
-5.00%
Mar 2008 - Feb 2016 |
20.69%
48 out of 232 |
US Inflation Adjusted | +1.16% |
+13.44%
Oct 2002 - Sep 2010 |
-7.39%
Oct 2014 - Sep 2022 |
34.48%
80 out of 232 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.48% |
+14.18%
Dec 1997 - Nov 2006 |
-5.76%
Dec 2007 - Nov 2016 |
24.09%
53 out of 220 |
US Inflation Adjusted | +2.22% |
+11.40%
Dec 1997 - Nov 2006 |
-7.19%
Dec 2007 - Nov 2016 |
36.82%
81 out of 220 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.75% |
+16.08%
Nov 1997 - Oct 2007 |
-2.78%
Dec 2006 - Nov 2016 |
21.15%
44 out of 208 |
US Inflation Adjusted | +1.38% |
+13.11%
Nov 1997 - Oct 2007 |
-4.52%
Dec 2006 - Nov 2016 |
40.38%
84 out of 208 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.03% |
+15.55%
Jan 1997 - Dec 2007 |
-3.29%
Nov 2007 - Oct 2018 |
19.39%
38 out of 196 |
US Inflation Adjusted | +1.67% |
+12.60%
Jan 1997 - Dec 2007 |
-4.94%
Nov 2007 - Oct 2018 |
35.71%
70 out of 196 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.79% |
+12.10%
Oct 2002 - Sep 2014 |
-4.42%
Apr 2008 - Mar 2020 |
17.93%
33 out of 184 |
US Inflation Adjusted | +1.68% |
+9.58%
Oct 2002 - Sep 2014 |
-5.93%
Apr 2008 - Mar 2020 |
33.70%
62 out of 184 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.07% |
+11.51%
Jan 1997 - Dec 2009 |
-4.36%
Nov 2007 - Oct 2020 |
16.28%
28 out of 172 |
US Inflation Adjusted | +1.67% |
+8.87%
Jan 1997 - Dec 2009 |
-5.95%
Nov 2007 - Oct 2020 |
32.56%
56 out of 172 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.59% |
+10.49%
Mar 1997 - Feb 2011 |
-2.54%
Dec 2007 - Nov 2021 |
20.63%
33 out of 160 |
US Inflation Adjusted | +2.12% |
+7.92%
Mar 1997 - Feb 2011 |
-4.47%
Dec 2007 - Nov 2021 |
30.00%
48 out of 160 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.71% |
+9.40%
Oct 2002 - Sep 2017 |
-3.10%
Nov 2007 - Oct 2022 |
12.84%
19 out of 148 |
US Inflation Adjusted | +2.55% |
+7.16%
Oct 2002 - Sep 2017 |
-5.36%
Nov 2007 - Oct 2022 |
27.03%
40 out of 148 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.65% |
+8.13%
Nov 1997 - Oct 2013 |
-1.52%
Nov 2007 - Oct 2023 |
12.50%
17 out of 136 |
US Inflation Adjusted | +2.41% |
+5.90%
Oct 2002 - Sep 2018 |
-3.86%
Nov 2007 - Oct 2023 |
23.53%
32 out of 136 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.17% |
+9.31%
Mar 1997 - Feb 2014 |
+0.22%
Oct 2005 - Sep 2022 |
0.00%
0 out of 124 |
US Inflation Adjusted | +2.02% |
+6.84%
Mar 1997 - Feb 2014 |
-2.13%
Nov 2006 - Oct 2023 |
20.97%
26 out of 124 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.65% |
+8.27%
Mar 1997 - Feb 2015 |
+1.79%
Jan 2005 - Dec 2022 |
0.00%
0 out of 112 |
US Inflation Adjusted | +2.47% |
+5.96%
Mar 1997 - Feb 2015 |
-0.69%
Jan 2005 - Dec 2022 |
8.04%
9 out of 112 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.42% |
+6.82%
Oct 2002 - Sep 2021 |
+2.72%
May 2001 - Apr 2020 |
0.00%
0 out of 100 |
US Inflation Adjusted | +2.21% |
+4.51%
Oct 2002 - Sep 2021 |
+0.24%
Mar 2005 - Feb 2024 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.63% |
+6.90%
Apr 1997 - Mar 2017 |
+1.97%
Apr 2000 - Mar 2020 |
0.00%
0 out of 88 |
US Inflation Adjusted | +2.21% |
+4.66%
Apr 1997 - Mar 2017 |
-0.11%
Apr 2000 - Mar 2020 |
1.14%
1 out of 88 |
To obtain comprehensive information, please consult the iShares MSCI Spain ETF (EWP) ETF: Historical Returns page.