Consolidated Returns as of 30 June 2024
Holding the iShares Core MSCI Pacific ex Japan (SXR1.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~35 years), the longest period with a negative return lasted 182 months (from January 1994 to February 2009).
This means that every rolling period of 183 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core MSCI Pacific ex Japan (SXR1.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 5.65% (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 | +9.87% |
+112.07%
Jan 1993 - Dec 1993 |
-48.60%
Sep 1997 - Aug 1998 |
33.17%
136 out of 410 |
Euro Inflation Adjusted | +7.31% |
+105.51%
Jan 1993 - Dec 1993 |
-49.19%
Nov 2007 - Oct 2008 |
38.78%
159 out of 410 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.15% |
+63.08%
Jan 1992 - Dec 1993 |
-23.77%
Mar 2007 - Feb 2009 |
22.61%
90 out of 398 |
Euro Inflation Adjusted | +5.03% |
+57.95%
Jan 1992 - Dec 1993 |
-25.42%
Mar 2007 - Feb 2009 |
27.39%
109 out of 398 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+50.42%
Jan 1991 - Dec 1993 |
-15.06%
Apr 2000 - Mar 2003 |
16.58%
64 out of 386 |
Euro Inflation Adjusted | +4.96% |
+45.16%
Jan 1991 - Dec 1993 |
-17.02%
Apr 2000 - Mar 2003 |
25.65%
99 out of 386 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.46% |
+29.68%
Oct 1990 - Sep 1994 |
-9.18%
Sep 1994 - Aug 1998 |
14.17%
53 out of 374 |
Euro Inflation Adjusted | +4.90% |
+25.37%
Oct 1990 - Sep 1994 |
-10.81%
Sep 1994 - Aug 1998 |
21.93%
82 out of 374 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.87% |
+23.69%
Sep 1992 - Aug 1997 |
-7.67%
Aug 1997 - Jul 2002 |
11.05%
40 out of 362 |
Euro Inflation Adjusted | +5.31% |
+20.69%
Sep 1992 - Aug 1997 |
-9.28%
Aug 1997 - Jul 2002 |
17.96%
65 out of 362 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.71% |
+23.09%
Feb 1991 - Jan 1997 |
-7.19%
Mar 1997 - Feb 2003 |
6.00%
21 out of 350 |
Euro Inflation Adjusted | +4.87% |
+19.54%
Feb 1991 - Jan 1997 |
-8.80%
Mar 1997 - Feb 2003 |
8.29%
29 out of 350 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.25% |
+20.53%
Oct 1990 - Sep 1997 |
-3.75%
Aug 1997 - Jul 2004 |
7.69%
26 out of 338 |
Euro Inflation Adjusted | +5.46% |
+17.21%
Oct 1990 - Sep 1997 |
-5.52%
Aug 1997 - Jul 2004 |
12.43%
42 out of 338 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.08% |
+16.94%
Jul 1989 - Jun 1997 |
-1.21%
Oct 1994 - Sep 2002 |
2.76%
9 out of 326 |
Euro Inflation Adjusted | +5.29% |
+14.47%
Mar 2009 - Feb 2017 |
-3.04%
Oct 1994 - Sep 2002 |
15.03%
49 out of 326 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.99% |
+16.09%
Jan 1991 - Dec 1999 |
-3.51%
Jan 1994 - Dec 2002 |
4.46%
14 out of 314 |
Euro Inflation Adjusted | +5.30% |
+13.32%
Jan 1991 - Dec 1999 |
-5.41%
Jan 1994 - Dec 2002 |
8.28%
26 out of 314 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.59% |
+13.99%
Oct 1990 - Sep 2000 |
-1.34%
Jan 1994 - Dec 2003 |
0.66%
2 out of 302 |
Euro Inflation Adjusted | +4.88% |
+11.93%
Mar 2009 - Feb 2019 |
-3.28%
Jan 1994 - Dec 2003 |
4.64%
14 out of 302 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.84% |
+12.38%
Jan 2009 - Dec 2019 |
-0.15%
Mar 1998 - Feb 2009 |
0.34%
1 out of 290 |
Euro Inflation Adjusted | +4.95% |
+10.95%
Jan 2009 - Dec 2019 |
-2.09%
Mar 1998 - Feb 2009 |
3.45%
10 out of 290 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.84% |
+12.86%
Apr 2003 - Mar 2015 |
-1.12%
Mar 1997 - Feb 2009 |
1.08%
3 out of 278 |
Euro Inflation Adjusted | +4.69% |
+10.91%
Apr 2003 - Mar 2015 |
-2.97%
Mar 1997 - Feb 2009 |
3.60%
10 out of 278 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.89% |
+11.46%
Mar 2009 - Feb 2022 |
+0.85%
Mar 1996 - Feb 2009 |
0.00%
0 out of 266 |
Euro Inflation Adjusted | +4.91% |
+9.73%
Mar 2009 - Feb 2022 |
-1.03%
Mar 1996 - Feb 2009 |
1.50%
4 out of 266 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.94% |
+11.49%
Apr 2003 - Mar 2017 |
+2.02%
Dec 1994 - Nov 2008 |
0.00%
0 out of 254 |
Euro Inflation Adjusted | +4.84% |
+9.72%
Apr 2003 - Mar 2017 |
-0.03%
Dec 1994 - Nov 2008 |
0.39%
1 out of 254 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.92% |
+11.35%
Oct 1992 - Sep 2007 |
+0.02%
Jan 1994 - Dec 2008 |
0.00%
0 out of 242 |
Euro Inflation Adjusted | +5.02% |
+9.02%
Oct 1992 - Sep 2007 |
-2.01%
Jan 1994 - Dec 2008 |
2.07%
5 out of 242 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.98% |
+11.20%
Nov 1991 - Oct 2007 |
+3.23%
Feb 1994 - Jan 2010 |
0.00%
0 out of 230 |
Euro Inflation Adjusted | +5.13% |
+8.79%
Apr 2003 - Mar 2019 |
+1.20%
Jan 1994 - Dec 2009 |
0.00%
0 out of 230 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.88% |
+12.15%
Nov 1990 - Oct 2007 |
+4.28%
Oct 1994 - Sep 2011 |
0.00%
0 out of 218 |
Euro Inflation Adjusted | +5.01% |
+9.61%
Nov 1990 - Oct 2007 |
+2.24%
Oct 1994 - Sep 2011 |
0.00%
0 out of 218 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.00% |
+10.34%
Nov 1989 - Oct 2007 |
+3.44%
Jan 1994 - Dec 2011 |
0.00%
0 out of 206 |
Euro Inflation Adjusted | +5.02% |
+8.35%
Apr 2003 - Mar 2021 |
+1.36%
Jan 1994 - Dec 2011 |
0.00%
0 out of 206 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+9.94%
Apr 2003 - Mar 2022 |
+4.16%
Mar 1997 - Feb 2016 |
0.00%
0 out of 194 |
Euro Inflation Adjusted | +4.93% |
+7.98%
Apr 2003 - Mar 2022 |
+2.24%
Jan 1994 - Dec 2012 |
0.00%
0 out of 194 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.29% |
+10.28%
Jan 1991 - Dec 2010 |
+4.13%
Jan 1994 - Dec 2013 |
0.00%
0 out of 182 |
Euro Inflation Adjusted | +5.29% |
+7.85%
Jan 1991 - Dec 2010 |
+2.09%
Jan 1994 - Dec 2013 |
0.00%
0 out of 182 |
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To obtain comprehensive information, please consult the iShares Core MSCI Pacific ex Japan (SXR1.DE) ETF: Historical Returns page.