Consolidated Returns as of 30 June 2024
Holding the iShares Core MSCI Emerg. Markets (IS3N.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~49 years), the longest period with a negative return lasted 148 months (from February 1976 to May 1988).
This means that every rolling period of 149 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core MSCI Emerg. Markets (IS3N.DE) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
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The annualized return of the last 10 years has been 5.60% (updated at Jun 30, 2024).
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 | +8.28% |
+122.71%
Feb 1991 - Jan 1992 |
-56.36%
Jan 1987 - Dec 1987 |
36.08%
206 out of 571 |
Euro Inflation Adjusted | +5.59% |
+113.87%
Feb 1991 - Jan 1992 |
-56.80%
Jan 1987 - Dec 1987 |
39.93%
228 out of 571 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.59% |
+72.72%
Jan 1988 - Dec 1989 |
-36.45%
Jan 1986 - Dec 1987 |
28.80%
161 out of 559 |
Euro Inflation Adjusted | +3.66% |
+68.58%
Jan 1988 - Dec 1989 |
-36.45%
Jan 1986 - Dec 1987 |
37.57%
210 out of 559 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.20% |
+67.26%
Feb 1991 - Jan 1994 |
-25.61%
Jan 1985 - Dec 1987 |
21.76%
119 out of 547 |
Euro Inflation Adjusted | +4.10% |
+61.49%
Feb 1991 - Jan 1994 |
-25.99%
Jan 1985 - Dec 1987 |
31.44%
172 out of 547 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.44% |
+53.30%
Jan 1988 - Dec 1991 |
-14.51%
Sep 1994 - Aug 1998 |
14.21%
76 out of 535 |
Euro Inflation Adjusted | +3.66% |
+48.37%
Jan 1988 - Dec 1991 |
-16.05%
Sep 1994 - Aug 1998 |
25.42%
136 out of 535 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.11% |
+50.61%
Jan 1989 - Dec 1993 |
-10.62%
Feb 1994 - Jan 1999 |
12.05%
63 out of 523 |
Euro Inflation Adjusted | +4.10% |
+45.40%
Jan 1989 - Dec 1993 |
-12.19%
Feb 1994 - Jan 1999 |
25.05%
131 out of 523 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.30% |
+50.98%
Jan 1988 - Dec 1993 |
-8.89%
Jan 1982 - Dec 1987 |
6.46%
33 out of 511 |
Euro Inflation Adjusted | +4.24% |
+46.17%
Jan 1988 - Dec 1993 |
-10.49%
Jan 1982 - Dec 1987 |
16.24%
83 out of 511 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.83% |
+36.40%
Dec 1987 - Nov 1994 |
-8.32%
Jan 1981 - Dec 1987 |
6.41%
32 out of 499 |
Euro Inflation Adjusted | +4.62% |
+32.18%
Dec 1987 - Nov 1994 |
-10.53%
Jan 1981 - Dec 1987 |
13.43%
67 out of 499 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+30.25%
Jan 1988 - Dec 1995 |
-5.37%
Jan 1980 - Dec 1987 |
5.75%
28 out of 487 |
Euro Inflation Adjusted | +5.41% |
+26.31%
Jan 1988 - Dec 1995 |
-7.99%
Jan 1980 - Dec 1987 |
12.32%
60 out of 487 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.35% |
+28.83%
Jan 1988 - Dec 1996 |
-4.62%
Feb 1994 - Jan 2003 |
5.05%
24 out of 475 |
Euro Inflation Adjusted | +5.00% |
+25.08%
Jan 1988 - Dec 1996 |
-6.44%
Feb 1994 - Jan 2003 |
8.42%
40 out of 475 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.50% |
+24.95%
Jan 1988 - Dec 1997 |
-2.35%
Jan 1978 - Dec 1987 |
1.51%
7 out of 463 |
Euro Inflation Adjusted | +5.26% |
+21.50%
Jan 1988 - Dec 1997 |
-5.26%
Jan 1978 - Dec 1987 |
8.21%
38 out of 463 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+22.02%
Jan 1983 - Dec 1993 |
-2.18%
Jan 1977 - Dec 1987 |
0.67%
3 out of 451 |
Euro Inflation Adjusted | +5.93% |
+19.21%
Jan 1983 - Dec 1993 |
-5.12%
Jan 1977 - Dec 1987 |
5.10%
23 out of 451 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.15% |
+24.13%
Jan 1988 - Dec 1999 |
-1.30%
Jan 1976 - Dec 1987 |
1.14%
5 out of 439 |
Euro Inflation Adjusted | +6.02% |
+21.02%
Jan 1988 - Dec 1999 |
-4.31%
Jan 1976 - Dec 1987 |
3.19%
14 out of 439 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.70% |
+19.71%
Jan 1988 - Dec 2000 |
+2.08%
Jan 1976 - Dec 1988 |
0.00%
0 out of 427 |
Euro Inflation Adjusted | +6.51% |
+16.71%
Jan 1988 - Dec 2000 |
-0.94%
Jan 1976 - Dec 1988 |
0.70%
3 out of 427 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.23% |
+18.41%
Jan 1988 - Dec 2001 |
+3.02%
Apr 2006 - Mar 2020 |
0.00%
0 out of 415 |
Euro Inflation Adjusted | +6.88% |
+15.49%
Jan 1988 - Dec 2001 |
+0.57%
Oct 1976 - Sep 1990 |
0.00%
0 out of 415 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.47% |
+17.42%
Aug 1982 - Jul 1997 |
+1.00%
Feb 1994 - Jan 2009 |
0.00%
0 out of 403 |
Euro Inflation Adjusted | +7.06% |
+14.72%
Aug 1982 - Jul 1997 |
-0.97%
Feb 1994 - Jan 2009 |
0.99%
4 out of 403 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.21% |
+16.17%
Jan 1988 - Dec 2003 |
+1.88%
Nov 2007 - Oct 2023 |
0.00%
0 out of 391 |
Euro Inflation Adjusted | +6.89% |
+13.35%
Jan 1988 - Dec 2003 |
-0.21%
Nov 2007 - Oct 2023 |
0.26%
1 out of 391 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.68% |
+16.33%
Oct 1990 - Sep 2007 |
+3.80%
Jun 2007 - May 2024 |
0.00%
0 out of 379 |
Euro Inflation Adjusted | +6.65% |
+13.68%
Oct 1990 - Sep 2007 |
+1.66%
Jun 2007 - May 2024 |
0.00%
0 out of 379 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.83% |
+17.88%
Jan 1988 - Dec 2005 |
+4.00%
Feb 2006 - Jan 2024 |
0.00%
0 out of 367 |
Euro Inflation Adjusted | +6.67% |
+15.05%
Jan 1988 - Dec 2005 |
+1.90%
Feb 2006 - Jan 2024 |
0.00%
0 out of 367 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.93% |
+17.88%
Jan 1988 - Dec 2006 |
+4.45%
Feb 1994 - Jan 2013 |
0.00%
0 out of 355 |
Euro Inflation Adjusted | +6.55% |
+15.08%
Jan 1988 - Dec 2006 |
+2.42%
Feb 1994 - Jan 2013 |
0.00%
0 out of 355 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.80% |
+18.01%
Jan 1988 - Dec 2007 |
+3.61%
Feb 1994 - Jan 2014 |
0.00%
0 out of 343 |
Euro Inflation Adjusted | +6.44% |
+15.17%
Jan 1988 - Dec 2007 |
+1.65%
Feb 1994 - Jan 2014 |
0.00%
0 out of 343 |
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To obtain comprehensive information, please consult the iShares Core MSCI Emerg. Markets (IS3N.DE) ETF: Historical Returns page.