iShares Core MSCI Total International Stock ETF (IXUS): Rolling Returns

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Period: January 2013 - January 2025 (~12 years)
Currency: USD
Inflation: US
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When holding the iShares Core MSCI Total International Stock ETF (IXUS) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~12 years), the longest duration with a negative return was 77 months (from November 2013 to March 2020).

This indicates that, within the same timeframe, any rolling period of 78 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.

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.

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 2015 - 31 January 2025 (10 Years)
Time Period: 1 January 2013 - 31 January 2025 (~12 years)
US Inflation Adjusted:

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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.

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2013 - 31 January 2025 (~12 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-25.73%
Oct 2021 - Sep 2022
+5.19% +52.61%
Apr 2020 - Mar 2021
37.31%
50 out of 134
-31.36%
Oct 2021 - Sep 2022
+2.58% +48.71%
Apr 2020 - Mar 2021
43.28%
58 out of 134
-11.03%
Apr 2018 - Mar 2020
+4.00% +22.77%
Oct 2022 - Sep 2024
33.61%
41 out of 122
-13.09%
Nov 2021 - Oct 2023
+1.72% +19.73%
Feb 2016 - Jan 2018
45.08%
55 out of 122
-2.22%
Apr 2017 - Mar 2020
+3.83% +13.65%
Jan 2019 - Dec 2021
10.91%
12 out of 110
-6.08%
Oct 2019 - Sep 2022
+1.25% +9.73%
Jan 2019 - Dec 2021
40.00%
44 out of 110
-1.42%
Oct 2018 - Sep 2022
+4.76% +12.59%
Apr 2020 - Mar 2024
1.02%
1 out of 98
-5.32%
Oct 2018 - Sep 2022
+2.45% +8.18%
Jan 2017 - Dec 2020
19.39%
19 out of 98
-0.82%
Oct 2017 - Sep 2022
+5.00% +11.41%
Mar 2016 - Feb 2021
4.65%
4 out of 86
-4.41%
Oct 2017 - Sep 2022
+1.65% +9.09%
Mar 2016 - Feb 2021
25.58%
22 out of 86
-0.70%
Apr 2014 - Mar 2020
+4.42% +9.62%
Feb 2016 - Jan 2022
1.35%
1 out of 74
-2.17%
Apr 2014 - Mar 2020
+1.83% +6.68%
Sep 2015 - Aug 2021
20.27%
15 out of 74
+1.14%
Apr 2013 - Mar 2020
+5.31% +7.17%
Feb 2016 - Jan 2023
0.00%
0 out of 62
-0.38%
Apr 2013 - Mar 2020
+2.29% +4.41%
Jan 2015 - Dec 2021
6.45%
4 out of 62
+1.45%
Oct 2014 - Sep 2022
+5.72% +7.62%
Jul 2013 - Jun 2021
0.00%
0 out of 50
-1.32%
Oct 2014 - Sep 2022
+2.85% +5.59%
Jul 2013 - Jun 2021
8.00%
4 out of 50
+1.77%
Oct 2013 - Sep 2022
+4.30% +7.39%
Oct 2015 - Sep 2024
0.00%
0 out of 38
-0.89%
Oct 2013 - Sep 2022
+1.49% +4.08%
Oct 2015 - Sep 2024
5.26%
2 out of 38
+2.82%
Nov 2013 - Oct 2023
+4.34% +5.45%
Feb 2015 - Jan 2025
0.00%
0 out of 26
+0.04%
Nov 2013 - Oct 2023
+1.52% +2.47%
Oct 2014 - Sep 2024
0.00%
0 out of 26
+4.09%
Jan 2014 - Dec 2024
+4.90% +5.77%
Sep 2013 - Aug 2024
0.00%
0 out of 14
+1.27%
Jan 2014 - Dec 2024
+2.11% +2.95%
Sep 2013 - Aug 2024
0.00%
0 out of 14
+4.86%
Jan 2013 - Dec 2024
+4.86% +5.01%
Feb 2013 - Jan 2025
0.00%
0 out of 2
+2.12%
Jan 2013 - Dec 2024
+2.12% +2.25%
Feb 2013 - Jan 2025
0.00%
0 out of 2
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