When holding the iShares Core MSCI Pacific ex Japan (SXR1.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~35 years), the longest duration with a negative return was 182 months (from January 1994 to February 2009).
This indicates that, within the same timeframe, any rolling period of 183 months or more has consistently resulted in a positive return.
Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.
iShares Core MSCI Pacific ex Japan (SXR1.DE) ETF: Historical Returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Sep 30, 2024, the annualized return of the previous 10 years has been 6.35%.
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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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-48.60%
Sep 1997 - Aug 1998 |
+9.95% |
+112.07%
Jan 1993 - Dec 1993 |
32.93%
136 out of 413 |
-49.19%
Nov 2007 - Oct 2008 |
+7.37% |
+105.51%
Jan 1993 - Dec 1993 |
38.50%
159 out of 413 |
-23.77%
Mar 2007 - Feb 2009 |
+7.15% |
+63.08%
Jan 1992 - Dec 1993 |
22.44%
90 out of 401 |
-25.42%
Mar 2007 - Feb 2009 |
+5.03% |
+57.95%
Jan 1992 - Dec 1993 |
27.68%
111 out of 401 |
-15.06%
Apr 2000 - Mar 2003 |
+6.92% |
+50.42%
Jan 1991 - Dec 1993 |
16.45%
64 out of 389 |
-17.02%
Apr 2000 - Mar 2003 |
+4.93% |
+45.16%
Jan 1991 - Dec 1993 |
25.96%
101 out of 389 |
-9.18%
Sep 1994 - Aug 1998 |
+6.51% |
+29.68%
Oct 1990 - Sep 1994 |
14.06%
53 out of 377 |
-10.81%
Sep 1994 - Aug 1998 |
+4.90% |
+25.37%
Oct 1990 - Sep 1994 |
21.75%
82 out of 377 |
-7.67%
Aug 1997 - Jul 2002 |
+6.85% |
+23.69%
Sep 1992 - Aug 1997 |
10.96%
40 out of 365 |
-9.28%
Aug 1997 - Jul 2002 |
+5.30% |
+20.69%
Sep 1992 - Aug 1997 |
18.08%
66 out of 365 |
-7.19%
Mar 1997 - Feb 2003 |
+6.70% |
+23.09%
Feb 1991 - Jan 1997 |
5.95%
21 out of 353 |
-8.80%
Mar 1997 - Feb 2003 |
+4.84% |
+19.54%
Feb 1991 - Jan 1997 |
8.22%
29 out of 353 |
-3.75%
Aug 1997 - Jul 2004 |
+7.23% |
+20.53%
Oct 1990 - Sep 1997 |
7.62%
26 out of 341 |
-5.52%
Aug 1997 - Jul 2004 |
+5.45% |
+17.21%
Oct 1990 - Sep 1997 |
12.32%
42 out of 341 |
-1.21%
Oct 1994 - Sep 2002 |
+7.05% |
+16.94%
Jul 1989 - Jun 1997 |
2.74%
9 out of 329 |
-3.04%
Oct 1994 - Sep 2002 |
+5.26% |
+14.47%
Mar 2009 - Feb 2017 |
14.89%
49 out of 329 |
-3.51%
Jan 1994 - Dec 2002 |
+6.99% |
+16.09%
Jan 1991 - Dec 1999 |
4.42%
14 out of 317 |
-5.41%
Jan 1994 - Dec 2002 |
+5.30% |
+13.32%
Jan 1991 - Dec 1999 |
8.20%
26 out of 317 |
-1.34%
Jan 1994 - Dec 2003 |
+6.56% |
+13.99%
Oct 1990 - Sep 2000 |
0.66%
2 out of 305 |
-3.28%
Jan 1994 - Dec 2003 |
+4.85% |
+11.93%
Mar 2009 - Feb 2019 |
4.59%
14 out of 305 |
-0.15%
Mar 1998 - Feb 2009 |
+6.83% |
+12.38%
Jan 2009 - Dec 2019 |
0.34%
1 out of 293 |
-2.09%
Mar 1998 - Feb 2009 |
+4.92% |
+10.95%
Jan 2009 - Dec 2019 |
3.41%
10 out of 293 |
-1.12%
Mar 1997 - Feb 2009 |
+6.78% |
+12.86%
Apr 2003 - Mar 2015 |
1.07%
3 out of 281 |
-2.97%
Mar 1997 - Feb 2009 |
+4.67% |
+10.91%
Apr 2003 - Mar 2015 |
3.56%
10 out of 281 |
+0.85%
Mar 1996 - Feb 2009 |
+6.89% |
+11.46%
Mar 2009 - Feb 2022 |
0.00%
0 out of 269 |
-1.03%
Mar 1996 - Feb 2009 |
+4.91% |
+9.73%
Mar 2009 - Feb 2022 |
1.49%
4 out of 269 |
+2.02%
Dec 1994 - Nov 2008 |
+6.94% |
+11.49%
Apr 2003 - Mar 2017 |
0.00%
0 out of 257 |
-0.03%
Dec 1994 - Nov 2008 |
+4.83% |
+9.72%
Apr 2003 - Mar 2017 |
0.39%
1 out of 257 |
+0.02%
Jan 1994 - Dec 2008 |
+6.98% |
+11.35%
Oct 1992 - Sep 2007 |
0.00%
0 out of 245 |
-2.01%
Jan 1994 - Dec 2008 |
+5.06% |
+9.02%
Oct 1992 - Sep 2007 |
2.04%
5 out of 245 |
+3.23%
Feb 1994 - Jan 2010 |
+6.98% |
+11.20%
Nov 1991 - Oct 2007 |
0.00%
0 out of 233 |
+1.20%
Jan 1994 - Dec 2009 |
+5.13% |
+8.79%
Apr 2003 - Mar 2019 |
0.00%
0 out of 233 |
+4.28%
Oct 1994 - Sep 2011 |
+6.85% |
+12.15%
Nov 1990 - Oct 2007 |
0.00%
0 out of 221 |
+2.24%
Oct 1994 - Sep 2011 |
+4.94% |
+9.61%
Nov 1990 - Oct 2007 |
0.00%
0 out of 221 |
+3.44%
Jan 1994 - Dec 2011 |
+7.00% |
+10.34%
Nov 1989 - Oct 2007 |
0.00%
0 out of 209 |
+1.36%
Jan 1994 - Dec 2011 |
+5.02% |
+8.35%
Apr 2003 - Mar 2021 |
0.00%
0 out of 209 |
+4.16%
Mar 1997 - Feb 2016 |
+6.93% |
+9.94%
Apr 2003 - Mar 2022 |
0.00%
0 out of 197 |
+2.24%
Jan 1994 - Dec 2012 |
+4.90% |
+7.98%
Apr 2003 - Mar 2022 |
0.00%
0 out of 197 |
+4.13%
Jan 1994 - Dec 2013 |
+7.34% |
+10.28%
Jan 1991 - Dec 2010 |
0.00%
0 out of 185 |
+2.09%
Jan 1994 - Dec 2013 |
+5.35% |
+7.85%
Jan 1991 - Dec 2010 |
0.00%
0 out of 185 |
+4.46%
Jan 1994 - Dec 2018 |
+6.73% |
+9.24%
Dec 1990 - Nov 2015 |
0.00%
0 out of 125 |
+2.65%
Jan 1994 - Dec 2018 |
+4.69% |
+7.06%
Dec 1990 - Nov 2015 |
0.00%
0 out of 125 |
+4.76%
Jan 1994 - Dec 2023 |
+7.60% |
+8.62%
Jan 1991 - Dec 2020 |
0.00%
0 out of 65 |
+2.65%
Jan 1994 - Dec 2023 |
+5.54% |
+6.64%
Jan 1991 - Dec 2020 |
0.00%
0 out of 65 |
iShares Core MSCI Pacific ex Japan (SXR1.DE) ETF: Historical Returns