Consolidated Returns as of 30 June 2024
Holding the iShares China Large-Cap ETF (FXI) 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 207 months (from January 2007 to March 2024).
This means that every rolling period of 208 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares China Large-Cap ETF (FXI) 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.46% |
+158.55%
Nov 2006 - Oct 2007 |
-64.62%
Nov 2007 - Oct 2008 |
43.50%
97 out of 223 |
US Inflation Adjusted | +1.58% |
+149.54%
Nov 2006 - Oct 2007 |
-65.89%
Nov 2007 - Oct 2008 |
47.09%
105 out of 223 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.39% |
+97.94%
Nov 2005 - Oct 2007 |
-29.89%
Nov 2020 - Oct 2022 |
51.66%
109 out of 211 |
US Inflation Adjusted | -2.12% |
+93.11%
Nov 2005 - Oct 2007 |
-34.47%
Nov 2020 - Oct 2022 |
56.40%
119 out of 211 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.47% |
+47.53%
Jan 2005 - Dec 2007 |
-22.07%
Feb 2021 - Jan 2024 |
38.19%
76 out of 199 |
US Inflation Adjusted | +0.42% |
+42.79%
Jan 2005 - Dec 2007 |
-26.25%
Feb 2021 - Jan 2024 |
47.24%
94 out of 199 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.10% |
+23.62%
Nov 2005 - Oct 2009 |
-14.49%
Nov 2007 - Oct 2011 |
35.83%
67 out of 187 |
US Inflation Adjusted | +1.51% |
+21.06%
Nov 2005 - Oct 2009 |
-16.28%
Nov 2018 - Oct 2022 |
43.85%
82 out of 187 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.14% |
+20.68%
Nov 2005 - Oct 2010 |
-12.55%
Nov 2017 - Oct 2022 |
33.71%
59 out of 175 |
US Inflation Adjusted | +1.48% |
+18.40%
Nov 2005 - Oct 2010 |
-15.79%
Nov 2017 - Oct 2022 |
40.57%
71 out of 175 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.38% |
+18.25%
Jun 2005 - May 2011 |
-11.56%
Feb 2018 - Jan 2024 |
30.67%
50 out of 163 |
US Inflation Adjusted | +1.47% |
+15.34%
Jun 2005 - May 2011 |
-14.72%
Feb 2018 - Jan 2024 |
42.33%
69 out of 163 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.90% |
+13.35%
Feb 2005 - Jan 2012 |
-6.22%
Nov 2007 - Oct 2014 |
21.85%
33 out of 151 |
US Inflation Adjusted | +1.29% |
+10.58%
Feb 2005 - Jan 2012 |
-9.00%
Nov 2015 - Oct 2022 |
37.09%
56 out of 151 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.30% |
+12.89%
Feb 2005 - Jan 2013 |
-5.76%
Nov 2007 - Oct 2015 |
25.90%
36 out of 139 |
US Inflation Adjusted | +1.54% |
+10.24%
Feb 2005 - Jan 2013 |
-8.22%
Nov 2014 - Oct 2022 |
34.53%
48 out of 139 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.42% |
+11.15%
Feb 2009 - Jan 2018 |
-5.23%
Nov 2007 - Oct 2016 |
23.62%
30 out of 127 |
US Inflation Adjusted | +0.60% |
+9.18%
Feb 2009 - Jan 2018 |
-8.07%
May 2015 - Apr 2024 |
42.52%
54 out of 127 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.79% |
+12.98%
May 2005 - Apr 2015 |
-3.25%
Nov 2012 - Oct 2022 |
19.13%
22 out of 115 |
US Inflation Adjusted | +0.93% |
+10.76%
May 2005 - Apr 2015 |
-5.65%
Nov 2012 - Oct 2022 |
35.65%
41 out of 115 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.66% |
+8.35%
Nov 2005 - Oct 2016 |
-3.24%
Feb 2013 - Jan 2024 |
19.42%
20 out of 103 |
US Inflation Adjusted | +0.74% |
+6.46%
Nov 2005 - Oct 2016 |
-5.76%
Feb 2013 - Jan 2024 |
42.72%
44 out of 103 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.08% |
+9.84%
Nov 2005 - Oct 2017 |
-3.95%
Nov 2010 - Oct 2022 |
25.27%
23 out of 91 |
US Inflation Adjusted | +0.12% |
+7.90%
Nov 2005 - Oct 2017 |
-6.38%
Nov 2010 - Oct 2022 |
47.25%
43 out of 91 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.60% |
+10.89%
Feb 2005 - Jan 2018 |
-2.97%
Nov 2009 - Oct 2022 |
29.11%
23 out of 79 |
US Inflation Adjusted | +0.87% |
+8.69%
Feb 2005 - Jan 2018 |
-5.32%
Nov 2009 - Oct 2022 |
45.57%
36 out of 79 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.68% |
+8.85%
Apr 2005 - Mar 2019 |
-1.91%
Nov 2007 - Oct 2021 |
34.33%
23 out of 67 |
US Inflation Adjusted | +0.24% |
+6.73%
Apr 2005 - Mar 2019 |
-4.05%
Dec 2009 - Nov 2023 |
47.76%
32 out of 67 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.16% |
+8.22%
Jan 2005 - Dec 2019 |
-5.88%
Nov 2007 - Oct 2022 |
27.27%
15 out of 55 |
US Inflation Adjusted | -0.05% |
+6.18%
Nov 2005 - Oct 2020 |
-8.07%
Nov 2007 - Oct 2022 |
50.91%
28 out of 55 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.91% |
+8.84%
Feb 2005 - Jan 2021 |
-4.19%
Nov 2007 - Oct 2023 |
32.56%
14 out of 43 |
US Inflation Adjusted | -0.48% |
+6.72%
Feb 2005 - Jan 2021 |
-6.47%
Nov 2007 - Oct 2023 |
51.16%
22 out of 43 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.07% |
+6.73%
Feb 2005 - Jan 2022 |
-0.65%
Jul 2007 - Jun 2024 |
9.68%
3 out of 31 |
US Inflation Adjusted | +0.60% |
+4.32%
Feb 2005 - Jan 2022 |
-3.03%
Jul 2007 - Jun 2024 |
32.26%
10 out of 31 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.85% |
+5.45%
Feb 2005 - Jan 2023 |
+1.72%
Feb 2006 - Jan 2024 |
0.00%
0 out of 19 |
US Inflation Adjusted | +1.32% |
+2.85%
Feb 2005 - Jan 2023 |
-0.74%
Feb 2006 - Jan 2024 |
26.32%
5 out of 19 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.76% |
+4.31%
Jun 2005 - May 2024 |
+3.25%
Feb 2005 - Jan 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | +1.17% |
+1.70%
Jun 2005 - May 2024 |
+0.67%
Feb 2005 - Jan 2024 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the iShares China Large-Cap ETF (FXI) ETF: Historical Returns page.