Consolidated Returns as of 31 March 2024
Holding the iShares MSCI Sweden ETF (EWD) 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 131 months (from April 1998 to February 2009).
This means that every rolling period of 132 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Sweden ETF (EWD) 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 | +10.77% |
+94.27%
Mar 2009 - Feb 2010 |
-54.42%
Mar 2008 - Feb 2009 |
38.61%
122 out of 316 |
US Inflation Adjusted | +8.48% |
+90.18%
Mar 2009 - Feb 2010 |
-55.85%
Nov 2007 - Oct 2008 |
40.82%
129 out of 316 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.73% |
+63.29%
Mar 2009 - Feb 2011 |
-37.17%
Oct 2000 - Sep 2002 |
31.91%
97 out of 304 |
US Inflation Adjusted | +5.58% |
+59.87%
Mar 2009 - Feb 2011 |
-38.43%
Oct 2000 - Sep 2002 |
36.51%
111 out of 304 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.02% |
+43.20%
Apr 2003 - Mar 2006 |
-29.44%
Apr 2000 - Mar 2003 |
25.00%
73 out of 292 |
US Inflation Adjusted | +4.86% |
+39.32%
Apr 2003 - Mar 2006 |
-31.13%
Apr 2000 - Mar 2003 |
33.56%
98 out of 292 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.98% |
+40.21%
Apr 2003 - Mar 2007 |
-10.86%
Aug 1998 - Jul 2002 |
18.21%
51 out of 280 |
US Inflation Adjusted | +2.92% |
+36.40%
Apr 2003 - Mar 2007 |
-13.02%
Aug 1998 - Jul 2002 |
29.29%
82 out of 280 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.10% |
+37.07%
Oct 2002 - Sep 2007 |
-10.30%
Oct 1997 - Sep 2002 |
16.04%
43 out of 268 |
US Inflation Adjusted | +2.86% |
+33.21%
Oct 2002 - Sep 2007 |
-12.34%
Oct 1997 - Sep 2002 |
32.09%
86 out of 268 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.32% |
+23.98%
Oct 2001 - Sep 2007 |
-3.69%
Apr 1997 - Mar 2003 |
3.91%
10 out of 256 |
US Inflation Adjusted | +4.11% |
+20.77%
Oct 2001 - Sep 2007 |
-5.92%
Apr 1997 - Mar 2003 |
15.23%
39 out of 256 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.78% |
+19.00%
Oct 2002 - Sep 2009 |
+0.48%
Apr 2013 - Mar 2020 |
0.00%
0 out of 244 |
US Inflation Adjusted | +4.31% |
+16.02%
Oct 2002 - Sep 2009 |
-1.03%
Apr 2013 - Mar 2020 |
2.05%
5 out of 244 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.60% |
+20.11%
Oct 2002 - Sep 2010 |
-2.94%
Feb 2001 - Jan 2009 |
1.29%
3 out of 232 |
US Inflation Adjusted | +5.16% |
+17.31%
Oct 2002 - Sep 2010 |
-5.19%
Feb 2001 - Jan 2009 |
6.47%
15 out of 232 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.86% |
+16.49%
Apr 2003 - Mar 2012 |
-6.51%
Mar 2000 - Feb 2009 |
4.09%
9 out of 220 |
US Inflation Adjusted | +5.80% |
+13.70%
Apr 2003 - Mar 2012 |
-8.81%
Mar 2000 - Feb 2009 |
10.91%
24 out of 220 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.84% |
+16.46%
Apr 2003 - Mar 2013 |
+0.12%
Mar 1999 - Feb 2009 |
0.00%
0 out of 208 |
US Inflation Adjusted | +4.91% |
+13.77%
Apr 2003 - Mar 2013 |
-2.41%
Mar 1999 - Feb 2009 |
5.77%
12 out of 208 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.43% |
+17.10%
Oct 2002 - Sep 2013 |
+0.45%
Mar 1998 - Feb 2009 |
0.00%
0 out of 196 |
US Inflation Adjusted | +4.26% |
+14.41%
Oct 2002 - Sep 2013 |
-2.00%
Mar 1998 - Feb 2009 |
2.55%
5 out of 196 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.87% |
+15.57%
Oct 2002 - Sep 2014 |
+1.72%
Jun 2007 - May 2019 |
0.00%
0 out of 184 |
US Inflation Adjusted | +4.46% |
+12.98%
Oct 2002 - Sep 2014 |
-0.64%
Jun 2000 - May 2012 |
2.17%
4 out of 184 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.10% |
+13.52%
Oct 2002 - Sep 2015 |
+1.35%
May 2007 - Apr 2020 |
0.00%
0 out of 172 |
US Inflation Adjusted | +4.83% |
+11.16%
Oct 2002 - Sep 2015 |
-0.33%
May 2007 - Apr 2020 |
1.16%
2 out of 172 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.14% |
+12.82%
Oct 2002 - Sep 2016 |
+3.49%
Apr 2006 - Mar 2020 |
0.00%
0 out of 160 |
US Inflation Adjusted | +4.65% |
+10.52%
Oct 2002 - Sep 2016 |
+1.61%
Apr 2006 - Mar 2020 |
0.00%
0 out of 160 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.24% |
+13.67%
Oct 2002 - Sep 2017 |
+1.77%
Oct 2007 - Sep 2022 |
0.00%
0 out of 148 |
US Inflation Adjusted | +4.95% |
+11.35%
Oct 2002 - Sep 2017 |
-0.58%
Oct 2007 - Sep 2022 |
0.68%
1 out of 148 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.74% |
+12.53%
Oct 2002 - Sep 2018 |
+2.55%
Mar 2000 - Feb 2016 |
0.00%
0 out of 136 |
US Inflation Adjusted | +5.37% |
+10.21%
Oct 2002 - Sep 2018 |
+0.34%
Nov 2007 - Oct 2023 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.49% |
+11.25%
Oct 2002 - Sep 2019 |
+3.24%
Mar 2000 - Feb 2017 |
0.00%
0 out of 124 |
US Inflation Adjusted | +5.20% |
+8.99%
Oct 2002 - Sep 2019 |
+1.06%
Mar 2000 - Feb 2017 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+12.51%
Apr 2003 - Mar 2021 |
+3.89%
Mar 2000 - Feb 2018 |
0.00%
0 out of 112 |
US Inflation Adjusted | +4.61% |
+10.26%
Apr 2003 - Mar 2021 |
+1.70%
Mar 2000 - Feb 2018 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.04% |
+12.74%
Oct 2002 - Sep 2021 |
+3.29%
Mar 2000 - Feb 2019 |
0.00%
0 out of 100 |
US Inflation Adjusted | +4.64% |
+10.31%
Oct 2002 - Sep 2021 |
+1.14%
Mar 2000 - Feb 2019 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.47% |
+10.59%
Nov 2001 - Oct 2021 |
+2.59%
Apr 2000 - Mar 2020 |
0.00%
0 out of 88 |
US Inflation Adjusted | +5.11% |
+8.17%
Nov 2001 - Oct 2021 |
+0.50%
Apr 2000 - Mar 2020 |
0.00%
0 out of 88 |
To obtain comprehensive information, please consult the iShares MSCI Sweden ETF (EWD) ETF: Historical Returns page.