Consolidated Returns as of 30 April 2024
Holding the iShares Core MSCI Total International Stock ETF (IXUS) 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 77 months (from November 2013 to March 2020).
This means that every rolling period of 78 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core MSCI Total International Stock ETF (IXUS) 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 | +3.94% |
+52.61%
Apr 2020 - Mar 2021 |
-25.73%
Oct 2021 - Sep 2022 |
40.00%
50 out of 125 |
US Inflation Adjusted | +1.58% |
+48.71%
Apr 2020 - Mar 2021 |
-31.36%
Oct 2021 - Sep 2022 |
46.40%
58 out of 125 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.69% |
+22.52%
Feb 2016 - Jan 2018 |
-11.03%
Apr 2018 - Mar 2020 |
36.28%
41 out of 113 |
US Inflation Adjusted | +0.35% |
+19.73%
Feb 2016 - Jan 2018 |
-13.09%
Nov 2021 - Oct 2023 |
48.67%
55 out of 113 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.73% |
+13.65%
Jan 2019 - Dec 2021 |
-2.22%
Apr 2017 - Mar 2020 |
11.88%
12 out of 101 |
US Inflation Adjusted | +1.77% |
+9.73%
Jan 2019 - Dec 2021 |
-6.08%
Oct 2019 - Sep 2022 |
34.65%
35 out of 101 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.70% |
+12.59%
Apr 2020 - Mar 2024 |
-1.42%
Oct 2018 - Sep 2022 |
1.12%
1 out of 89 |
US Inflation Adjusted | +2.44% |
+8.18%
Jan 2017 - Dec 2020 |
-5.32%
Oct 2018 - Sep 2022 |
17.98%
16 out of 89 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.62% |
+11.41%
Mar 2016 - Feb 2021 |
-0.82%
Oct 2017 - Sep 2022 |
5.19%
4 out of 77 |
US Inflation Adjusted | +1.65% |
+9.09%
Mar 2016 - Feb 2021 |
-4.41%
Oct 2017 - Sep 2022 |
27.27%
21 out of 77 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.33% |
+9.62%
Feb 2016 - Jan 2022 |
-0.70%
Apr 2014 - Mar 2020 |
1.54%
1 out of 65 |
US Inflation Adjusted | +1.83% |
+6.68%
Sep 2015 - Aug 2021 |
-2.17%
Apr 2014 - Mar 2020 |
23.08%
15 out of 65 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.35% |
+7.17%
Feb 2016 - Jan 2023 |
+1.14%
Apr 2013 - Mar 2020 |
0.00%
0 out of 53 |
US Inflation Adjusted | +2.47% |
+4.41%
Jan 2015 - Dec 2021 |
-0.38%
Apr 2013 - Mar 2020 |
3.77%
2 out of 53 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.33% |
+7.62%
Jul 2013 - Jun 2021 |
+1.45%
Oct 2014 - Sep 2022 |
0.00%
0 out of 41 |
US Inflation Adjusted | +2.06% |
+5.59%
Jul 2013 - Jun 2021 |
-1.32%
Oct 2014 - Sep 2022 |
9.76%
4 out of 41 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.04% |
+6.32%
Jan 2013 - Dec 2021 |
+1.77%
Oct 2013 - Sep 2022 |
0.00%
0 out of 29 |
US Inflation Adjusted | +1.12% |
+4.05%
Jan 2013 - Dec 2021 |
-0.89%
Oct 2013 - Sep 2022 |
6.90%
2 out of 29 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.18% |
+5.01%
Jul 2013 - Jun 2023 |
+2.82%
Nov 2013 - Oct 2023 |
0.00%
0 out of 17 |
US Inflation Adjusted | +1.48% |
+2.23%
Jul 2013 - Jun 2023 |
+0.04%
Nov 2013 - Oct 2023 |
0.00%
0 out of 17 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.83% |
+5.16%
Apr 2013 - Mar 2024 |
+4.51%
Feb 2013 - Jan 2024 |
0.00%
0 out of 5 |
US Inflation Adjusted | +2.11% |
+2.37%
Apr 2013 - Mar 2024 |
+1.79%
Feb 2013 - Jan 2024 |
0.00%
0 out of 5 |
To obtain comprehensive information, please consult the iShares Core MSCI Total International Stock ETF (IXUS) ETF: Historical Returns page.