iShares China Large-Cap ETF (FXI): Rolling Returns

Data Source: from January 2005 to June 2024 (~20 years)
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.

ISHARES CHINA LARGE-CAP ETF (FXI) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2005 - 30 June 2024 (~20 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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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
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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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
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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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
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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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
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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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
19 Years Annualized Rolling Returns
Timeframes ending in every month

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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares China Large-Cap ETF (FXI) ETF: Historical Returns page.