When holding the iShares China Large-Cap ETF (FXI) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~20 years), the longest duration with a negative return was 212 months (from October 2007 to May 2025). This negative serie is not closed yet.
Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.
iShares China Large-Cap ETF (FXI) ETF: Historical Returns
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.
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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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| Worst | Median | Best | Negative Periods |
|---|---|---|---|
|
-64.62%
Nov 2007 - Oct 2008 |
+4.02% |
+158.55%
Nov 2006 - Oct 2007 |
42.31%
99 out of 234 |
|
-65.89%
Nov 2007 - Oct 2008 |
+2.03% |
+149.54%
Nov 2006 - Oct 2007 |
45.73%
107 out of 234 |
|
-29.89%
Nov 2020 - Oct 2022 |
-0.18% |
+97.94%
Nov 2005 - Oct 2007 |
50.00%
111 out of 222 |
|
-34.47%
Nov 2020 - Oct 2022 |
-1.65% |
+93.11%
Nov 2005 - Oct 2007 |
54.95%
122 out of 222 |
|
-22.07%
Feb 2021 - Jan 2024 |
+2.15% |
+47.53%
Jan 2005 - Dec 2007 |
39.52%
83 out of 210 |
|
-26.25%
Feb 2021 - Jan 2024 |
+0.09% |
+42.79%
Jan 2005 - Dec 2007 |
48.57%
102 out of 210 |
|
-14.49%
Nov 2007 - Oct 2011 |
+2.42% |
+23.62%
Nov 2005 - Oct 2009 |
39.39%
78 out of 198 |
|
-16.28%
Nov 2018 - Oct 2022 |
+0.89% |
+21.06%
Nov 2005 - Oct 2009 |
46.97%
93 out of 198 |
|
-12.55%
Nov 2017 - Oct 2022 |
+2.90% |
+20.68%
Nov 2005 - Oct 2010 |
36.56%
68 out of 186 |
|
-15.79%
Nov 2017 - Oct 2022 |
+0.86% |
+18.40%
Nov 2005 - Oct 2010 |
44.09%
82 out of 186 |
|
-11.56%
Feb 2018 - Jan 2024 |
+2.90% |
+18.25%
Jun 2005 - May 2011 |
35.06%
61 out of 174 |
|
-14.72%
Feb 2018 - Jan 2024 |
+0.90% |
+15.34%
Jun 2005 - May 2011 |
45.98%
80 out of 174 |
|
-6.22%
Nov 2007 - Oct 2014 |
+2.70% |
+13.35%
Feb 2005 - Jan 2012 |
27.16%
44 out of 162 |
|
-9.00%
Nov 2015 - Oct 2022 |
+0.91% |
+10.58%
Feb 2005 - Jan 2012 |
41.36%
67 out of 162 |
|
-5.76%
Nov 2007 - Oct 2015 |
+3.03% |
+12.89%
Feb 2005 - Jan 2013 |
26.00%
39 out of 150 |
|
-8.22%
Nov 2014 - Oct 2022 |
+1.33% |
+10.24%
Feb 2005 - Jan 2013 |
39.33%
59 out of 150 |
|
-5.23%
Nov 2007 - Oct 2016 |
+2.27% |
+11.15%
Feb 2009 - Jan 2018 |
23.19%
32 out of 138 |
|
-8.07%
May 2015 - Apr 2024 |
+0.15% |
+9.18%
Feb 2009 - Jan 2018 |
46.38%
64 out of 138 |
|
-3.25%
Nov 2012 - Oct 2022 |
+2.34% |
+12.98%
May 2005 - Apr 2015 |
23.02%
29 out of 126 |
|
-5.65%
Nov 2012 - Oct 2022 |
+0.71% |
+10.76%
May 2005 - Apr 2015 |
41.27%
52 out of 126 |
|
-3.24%
Feb 2013 - Jan 2024 |
+2.19% |
+8.35%
Nov 2005 - Oct 2016 |
20.18%
23 out of 114 |
|
-5.76%
Feb 2013 - Jan 2024 |
+0.19% |
+6.46%
Nov 2005 - Oct 2016 |
48.25%
55 out of 114 |
|
-3.95%
Nov 2010 - Oct 2022 |
+1.68% |
+9.84%
Nov 2005 - Oct 2017 |
22.55%
23 out of 102 |
|
-6.38%
Nov 2010 - Oct 2022 |
-0.49% |
+7.90%
Nov 2005 - Oct 2017 |
52.94%
54 out of 102 |
|
-2.97%
Nov 2009 - Oct 2022 |
+2.08% |
+10.89%
Feb 2005 - Jan 2018 |
27.78%
25 out of 90 |
|
-5.32%
Nov 2009 - Oct 2022 |
-0.06% |
+8.69%
Feb 2005 - Jan 2018 |
50.00%
45 out of 90 |
|
-1.91%
Nov 2007 - Oct 2021 |
+0.93% |
+8.85%
Apr 2005 - Mar 2019 |
35.90%
28 out of 78 |
|
-4.05%
Dec 2009 - Nov 2023 |
-1.33% |
+6.73%
Apr 2005 - Mar 2019 |
55.13%
43 out of 78 |
|
-5.88%
Nov 2007 - Oct 2022 |
+1.44% |
+8.22%
Jan 2005 - Dec 2019 |
27.27%
18 out of 66 |
|
-8.07%
Nov 2007 - Oct 2022 |
-0.97% |
+6.18%
Nov 2005 - Oct 2020 |
59.09%
39 out of 66 |
|
-4.19%
Nov 2007 - Oct 2023 |
+2.66% |
+8.84%
Feb 2005 - Jan 2021 |
29.63%
16 out of 54 |
|
-6.47%
Nov 2007 - Oct 2023 |
+0.08% |
+6.72%
Feb 2005 - Jan 2021 |
48.15%
26 out of 54 |
|
-2.58%
Nov 2007 - Oct 2024 |
+2.10% |
+6.73%
Feb 2005 - Jan 2022 |
26.19%
11 out of 42 |
|
-4.91%
Nov 2007 - Oct 2024 |
-0.36% |
+4.32%
Feb 2005 - Jan 2022 |
50.00%
21 out of 42 |
|
+1.16%
Jan 2007 - Dec 2024 |
+2.75% |
+5.45%
Feb 2005 - Jan 2023 |
0.00%
0 out of 30 |
|
-1.32%
Jan 2007 - Dec 2024 |
+0.25% |
+2.85%
Feb 2005 - Jan 2023 |
40.00%
12 out of 30 |
|
+3.25%
Feb 2005 - Jan 2024 |
+3.95% |
+4.97%
Nov 2005 - Oct 2024 |
0.00%
0 out of 18 |
|
+0.67%
Feb 2005 - Jan 2024 |
+1.35% |
+2.46%
Nov 2005 - Oct 2024 |
0.00%
0 out of 18 |
|
+4.80%
Jan 2005 - Dec 2024 |
+5.35% |
+5.74%
Apr 2005 - Mar 2025 |
0.00%
0 out of 6 |
|
+2.19%
Jan 2005 - Dec 2024 |
+2.71% |
+3.11%
Apr 2005 - Mar 2025 |
0.00%
0 out of 6 |
iShares China Large-Cap ETF (FXI) ETF: Historical Returns
with Lazy Portfolios and Passive Investing
