iShares Core MSCI EAFE ETF (IEFA): Rolling Returns

Data Source: from January 2013 to February 2024 (~11 years)
Consolidated Returns as of 29 February 2024

Holding the iShares Core MSCI EAFE ETF (IEFA) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~11 years), the longest period with a negative return lasted 76 months (from December 2013 to March 2020).

This means that every rolling period of 77 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Core MSCI EAFE ETF (IEFA) 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 CORE MSCI EAFE ETF (IEFA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2013 - 29 February 2024 (~11 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -26.28 10/2021
09/2022
0.73$ -8.60 0.91$ 1.58 1.01$ 20.53 1.20$ 47.51 04/2020
03/2021
1.47$ 14.14 43.12%
2Y -10.12 04/2018
03/2020
0.80$ -2.94 0.94$ 2.44 1.04$ 12.98 1.27$ 21.19 04/2020
03/2022
1.46$ 4.87 31.96%
3Y -2.01 10/2019
09/2022
0.94$ 1.50 1.04$ 6.00 1.19$ 9.01 1.29$ 13.93 01/2019
12/2021
1.47$ 3.80 8.24%
4Y -1.87 10/2018
09/2022
0.92$ 2.70 1.11$ 4.82 1.20$ 7.87 1.35$ 9.58 01/2017
12/2020
1.44$ 8.28 1.37%
5Y -0.96 10/2017
09/2022
0.95$ 2.15 1.11$ 4.25 1.23$ 9.34 1.56$ 10.61 07/2016
06/2021
1.65$ 6.61 4.92%
6Y -0.47 04/2014
03/2020
0.97$ 2.18 1.13$ 5.30 1.36$ 7.46 1.54$ 8.83 02/2016
01/2022
1.66$ 4.41 2.04%
7Y 2.82 11/2015
10/2022
1.21$ 3.85 1.30$ 5.83 1.48$ 6.68 1.57$ 7.37 01/2015
12/2021
1.64$ 6.63 0.00%
8Y 1.62 10/2014
09/2022
1.13$ 2.38 1.20$ 4.46 1.41$ 5.39 1.52$ 7.81 03/2016
02/2024
1.82$ 7.81 0.00%
9Y 3.43 06/2014
05/2023
1.35$ 3.52 1.36$ 4.00 1.42$ 5.12 1.56$ 5.69 01/2015
12/2023
1.64$ 5.12 0.00%
10Y 4.54 03/2014
02/2024
1.55$ 4.54 1.55$ 4.54 1.55$ 4.54 1.55$ 4.54 03/2014
02/2024
1.55$ 4.54 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.87 10/2021
09/2022
0.68$ -9.60 0.90$ 0.09 1.00$ 18.30 1.18$ 43.75 04/2020
03/2021
1.43$ 11.13 49.54%
2Y -11.67 11/2021
10/2023
0.78$ -6.44 0.87$ 0.44 1.00$ 9.62 1.20$ 17.05 02/2016
01/2018
1.37$ 0.53 48.45%
3Y -6.62 10/2019
09/2022
0.81$ -1.69 0.95$ 3.13 1.09$ 6.00 1.19$ 10.00 01/2019
12/2021
1.33$ -1.63 28.24%
4Y -5.75 10/2018
09/2022
0.78$ -0.23 0.99$ 2.20 1.09$ 5.01 1.21$ 7.50 01/2017
12/2020
1.33$ 3.57 15.07%
5Y -4.54 10/2017
09/2022
0.79$ -1.39 0.93$ 1.28 1.06$ 6.79 1.38$ 8.01 03/2016
02/2021
1.47$ 2.42 27.87%
6Y -1.94 04/2014
03/2020
0.88$ -0.33 0.98$ 1.70 1.10$ 4.85 1.32$ 6.23 10/2015
09/2021
1.43$ 0.72 16.33%
7Y -0.44 11/2015
10/2022
0.96$ 0.91 1.06$ 2.97 1.22$ 3.83 1.30$ 4.75 01/2015
12/2021
1.38$ 3.06 8.11%
8Y -1.15 10/2014
09/2022
0.91$ -0.37 0.97$ 1.27 1.10$ 2.11 1.18$ 4.29 03/2016
02/2024
1.39$ 4.29 16.00%
9Y 0.63 06/2014
05/2023
1.05$ 0.72 1.06$ 1.09 1.10$ 1.96 1.19$ 2.59 01/2015
12/2023
1.25$ 1.96 0.00%
10Y 1.72 03/2014
02/2024
1.18$ 1.72 1.18$ 1.72 1.18$ 1.72 1.18$ 1.72 03/2014
02/2024
1.18$ 1.72 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -26.28 10/2021
09/2022
0.73$ -7.77 0.92$ 2.87 1.02$ 20.53 1.20$ 47.51 04/2020
03/2021
1.47$ 14.14 40.65%
2Y -10.12 04/2018
03/2020
0.80$ -2.92 0.94$ 3.38 1.06$ 12.68 1.26$ 21.19 04/2020
03/2022
1.46$ 4.87 32.43%
3Y -2.01 10/2019
09/2022
0.94$ 0.94 1.02$ 5.03 1.15$ 8.77 1.28$ 13.93 01/2019
12/2021
1.47$ 3.80 10.10%
4Y -1.87 10/2018
09/2022
0.92$ 3.08 1.12$ 4.95 1.21$ 7.63 1.34$ 9.58 01/2017
12/2020
1.44$ 8.28 1.15%
5Y -0.96 10/2017
09/2022
0.95$ 2.17 1.11$ 4.65 1.25$ 9.04 1.54$ 10.61 07/2016
06/2021
1.65$ 6.61 4.00%
6Y -0.47 04/2014
03/2020
0.97$ 2.86 1.18$ 4.76 1.32$ 7.02 1.50$ 8.83 02/2016
01/2022
1.66$ 4.41 1.59%
7Y 1.99 04/2013
03/2020
1.14$ 3.49 1.27$ 5.37 1.44$ 6.61 1.56$ 7.37 01/2015
12/2021
1.64$ 6.63 0.00%
8Y 1.62 10/2014
09/2022
1.13$ 3.49 1.31$ 5.33 1.51$ 6.81 1.69$ 7.81 03/2016
02/2024
1.82$ 7.81 0.00%
9Y 1.87 10/2013
09/2022
1.18$ 3.43 1.35$ 4.43 1.47$ 5.69 1.64$ 7.31 01/2013
12/2021
1.88$ 5.12 0.00%
10Y 3.32 11/2013
10/2023
1.38$ 3.99 1.47$ 4.96 1.62$ 5.32 1.67$ 5.68 07/2013
06/2023
1.73$ 4.54 0.00%
11Y 5.54 02/2013
01/2024
1.80$ 5.54 1.80$ 5.90 1.87$ 5.94 1.88$ 5.94 01/2013
12/2023
1.88$ 5.90 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.87 10/2021
09/2022
0.68$ -9.58 0.90$ 0.45 1.00$ 18.59 1.18$ 43.75 04/2020
03/2021
1.43$ 11.13 47.15%
2Y -11.67 11/2021
10/2023
0.78$ -5.84 0.88$ 0.53 1.01$ 9.40 1.19$ 17.05 02/2016
01/2018
1.37$ 0.53 46.85%
3Y -6.62 10/2019
09/2022
0.81$ -1.81 0.94$ 2.46 1.07$ 5.95 1.18$ 10.00 01/2019
12/2021
1.33$ -1.63 27.27%
4Y -5.75 10/2018
09/2022
0.78$ 0.34 1.01$ 2.83 1.11$ 5.31 1.22$ 7.50 01/2017
12/2020
1.33$ 3.57 12.64%
5Y -4.54 10/2017
09/2022
0.79$ -0.96 0.95$ 1.72 1.08$ 6.75 1.38$ 8.01 03/2016
02/2021
1.47$ 2.42 24.00%
6Y -1.94 04/2014
03/2020
0.88$ 0.03 1.00$ 2.40 1.15$ 4.67 1.31$ 6.23 10/2015
09/2021
1.43$ 0.72 12.70%
7Y -0.44 11/2015
10/2022
0.96$ 0.91 1.06$ 2.91 1.22$ 3.83 1.30$ 4.91 01/2013
12/2019
1.39$ 3.06 5.88%
8Y -1.15 10/2014
09/2022
0.91$ 0.74 1.06$ 2.05 1.17$ 5.04 1.48$ 5.67 07/2013
06/2021
1.55$ 4.29 10.26%
9Y -0.79 10/2013
09/2022
0.93$ 0.63 1.05$ 1.59 1.15$ 2.59 1.25$ 5.01 01/2013
12/2021
1.55$ 1.96 7.41%
10Y 0.52 11/2013
10/2023
1.05$ 1.18 1.12$ 2.17 1.23$ 2.62 1.29$ 2.88 07/2013
06/2023
1.32$ 1.72 0.00%
11Y 2.79 02/2013
01/2024
1.35$ 2.79 1.35$ 3.19 1.41$ 3.19 1.41$ 3.19 01/2013
12/2023
1.41$ 3.19 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.87% +47.51%
Apr 2020 - Mar 2021
-26.28%
Oct 2021 - Sep 2022
40.65%
50 out of 123
US Inflation Adjusted +0.45% +43.75%
Apr 2020 - Mar 2021
-31.87%
Oct 2021 - Sep 2022
47.15%
58 out of 123
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.38% +21.19%
Apr 2020 - Mar 2022
-10.12%
Apr 2018 - Mar 2020
32.43%
36 out of 111
US Inflation Adjusted +0.53% +17.05%
Feb 2016 - Jan 2018
-11.67%
Nov 2021 - Oct 2023
46.85%
52 out of 111
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.03% +13.93%
Jan 2019 - Dec 2021
-2.01%
Oct 2019 - Sep 2022
10.10%
10 out of 99
US Inflation Adjusted +2.46% +10.00%
Jan 2019 - Dec 2021
-6.62%
Oct 2019 - Sep 2022
27.27%
27 out of 99
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.95% +9.58%
Jan 2017 - Dec 2020
-1.87%
Oct 2018 - Sep 2022
1.15%
1 out of 87
US Inflation Adjusted +2.83% +7.50%
Jan 2017 - Dec 2020
-5.75%
Oct 2018 - Sep 2022
12.64%
11 out of 87
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.65% +10.61%
Jul 2016 - Jun 2021
-0.96%
Oct 2017 - Sep 2022
4.00%
3 out of 75
US Inflation Adjusted +1.72% +8.01%
Mar 2016 - Feb 2021
-4.54%
Oct 2017 - Sep 2022
24.00%
18 out of 75
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.76% +8.83%
Feb 2016 - Jan 2022
-0.47%
Apr 2014 - Mar 2020
1.59%
1 out of 63
US Inflation Adjusted +2.40% +6.23%
Oct 2015 - Sep 2021
-1.94%
Apr 2014 - Mar 2020
12.70%
8 out of 63
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.37% +7.37%
Jan 2015 - Dec 2021
+1.99%
Apr 2013 - Mar 2020
0.00%
0 out of 51
US Inflation Adjusted +2.91% +4.91%
Jan 2013 - Dec 2019
-0.44%
Nov 2015 - Oct 2022
5.88%
3 out of 51
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.33% +7.81%
Mar 2016 - Feb 2024
+1.62%
Oct 2014 - Sep 2022
0.00%
0 out of 39
US Inflation Adjusted +2.05% +5.67%
Jul 2013 - Jun 2021
-1.15%
Oct 2014 - Sep 2022
10.26%
4 out of 39
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.43% +7.31%
Jan 2013 - Dec 2021
+1.87%
Oct 2013 - Sep 2022
0.00%
0 out of 27
US Inflation Adjusted +1.59% +5.01%
Jan 2013 - Dec 2021
-0.79%
Oct 2013 - Sep 2022
7.41%
2 out of 27
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.96% +5.68%
Jul 2013 - Jun 2023
+3.32%
Nov 2013 - Oct 2023
0.00%
0 out of 15
US Inflation Adjusted +2.17% +2.88%
Jul 2013 - Jun 2023
+0.52%
Nov 2013 - Oct 2023
0.00%
0 out of 15
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.90% +5.94%
Jan 2013 - Dec 2023
+5.54%
Feb 2013 - Jan 2024
0.00%
0 out of 3
US Inflation Adjusted +3.19% +3.19%
Jan 2013 - Dec 2023
+2.79%
Feb 2013 - Jan 2024
0.00%
0 out of 3
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Core MSCI EAFE ETF (IEFA) ETF: Historical Returns page.