Consolidated Returns as of 31 March 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.87% |
+47.51%
Apr 2020 - Mar 2021 |
-26.28%
Oct 2021 - Sep 2022 |
40.32%
50 out of 124 |
US Inflation Adjusted | +0.45% |
+43.75%
Apr 2020 - Mar 2021 |
-31.87%
Oct 2021 - Sep 2022 |
46.77%
58 out of 124 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.38% |
+21.19%
Apr 2020 - Mar 2022 |
-10.12%
Apr 2018 - Mar 2020 |
32.14%
36 out of 112 |
US Inflation Adjusted | +0.53% |
+17.05%
Feb 2016 - Jan 2018 |
-11.67%
Nov 2021 - Oct 2023 |
46.43%
52 out of 112 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.92% |
+13.93%
Jan 2019 - Dec 2021 |
-2.01%
Oct 2019 - Sep 2022 |
10.00%
10 out of 100 |
US Inflation Adjusted | +2.38% |
+10.00%
Jan 2019 - Dec 2021 |
-6.62%
Oct 2019 - Sep 2022 |
28.00%
28 out of 100 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.95% |
+13.58%
Apr 2020 - Mar 2024 |
-1.87%
Oct 2018 - Sep 2022 |
1.14%
1 out of 88 |
US Inflation Adjusted | +2.83% |
+8.31%
Apr 2020 - Mar 2024 |
-5.75%
Oct 2018 - Sep 2022 |
12.50%
11 out of 88 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.65% |
+10.61%
Jul 2016 - Jun 2021 |
-0.96%
Oct 2017 - Sep 2022 |
3.95%
3 out of 76 |
US Inflation Adjusted | +1.72% |
+8.01%
Mar 2016 - Feb 2021 |
-4.54%
Oct 2017 - Sep 2022 |
23.68%
18 out of 76 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.76% |
+8.83%
Feb 2016 - Jan 2022 |
-0.47%
Apr 2014 - Mar 2020 |
1.56%
1 out of 64 |
US Inflation Adjusted | +2.29% |
+6.23%
Oct 2015 - Sep 2021 |
-1.94%
Apr 2014 - Mar 2020 |
12.50%
8 out of 64 |
Annualized Rolling Returns - 7 Years (84 months)
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 52 |
US Inflation Adjusted | +2.91% |
+4.91%
Jan 2013 - Dec 2019 |
-0.44%
Nov 2015 - Oct 2022 |
5.77%
3 out of 52 |
Annualized Rolling Returns - 8 Years (96 months)
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 40 |
US Inflation Adjusted | +2.05% |
+5.67%
Jul 2013 - Jun 2021 |
-1.15%
Oct 2014 - Sep 2022 |
10.00%
4 out of 40 |
Annualized Rolling Returns - 9 Years (108 months)
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 28 |
US Inflation Adjusted | +1.59% |
+5.01%
Jan 2013 - Dec 2021 |
-0.79%
Oct 2013 - Sep 2022 |
7.14%
2 out of 28 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.93% |
+5.68%
Jul 2013 - Jun 2023 |
+3.32%
Nov 2013 - Oct 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +2.15% |
+2.88%
Jul 2013 - Jun 2023 |
+0.52%
Nov 2013 - Oct 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.90% |
+6.06%
Apr 2013 - Mar 2024 |
+5.54%
Feb 2013 - Jan 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | +3.15% |
+3.25%
Apr 2013 - Mar 2024 |
+2.79%
Feb 2013 - Jan 2024 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the iShares Core MSCI EAFE ETF (IEFA) ETF: Historical Returns page.