iShares Edge MSCI Min Vol EAFE ETF (EFAV): Rolling Returns

Data Source: from January 2012 to February 2024 (~12 years)
Consolidated Returns as of 29 February 2024

Holding the iShares Edge MSCI Min Vol EAFE ETF (EFAV) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~12 years), the longest period with a negative return lasted 69 months (from February 2018 to October 2023).

This means that every rolling period of 70 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol EAFE ETF (EFAV) 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.

ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2012 - 29 February 2024 (~12 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -22.38 10/2021
09/2022
0.77$ -5.44 0.94$ 4.21 1.04$ 12.99 1.12$ 22.45 12/2016
11/2017
1.22$ 10.65 27.52%
2Y -6.59 10/2020
09/2022
0.87$ -2.44 0.95$ 3.59 1.07$ 7.81 1.16$ 12.41 02/2016
01/2018
1.26$ 1.05 24.74%
3Y -5.56 10/2019
09/2022
0.84$ 0.85 1.02$ 4.44 1.13$ 6.95 1.22$ 10.37 01/2017
12/2019
1.34$ 1.74 9.41%
4Y -3.30 10/2018
09/2022
0.87$ 0.59 1.02$ 4.31 1.18$ 6.52 1.28$ 7.66 01/2017
12/2020
1.34$ 2.64 9.59%
5Y -1.68 10/2017
09/2022
0.91$ 0.93 1.04$ 4.66 1.25$ 5.99 1.33$ 7.57 01/2017
12/2021
1.44$ 2.37 4.92%
6Y 0.13 10/2016
09/2022
1.00$ 1.77 1.11$ 3.53 1.23$ 5.39 1.37$ 6.66 09/2015
08/2021
1.47$ 1.99 0.00%
7Y 1.24 11/2015
10/2022
1.09$ 2.57 1.19$ 3.67 1.28$ 5.30 1.43$ 6.18 01/2015
12/2021
1.52$ 3.96 0.00%
8Y 1.73 10/2014
09/2022
1.14$ 2.52 1.22$ 3.30 1.29$ 3.81 1.34$ 4.79 04/2014
03/2022
1.45$ 4.18 0.00%
9Y 2.88 11/2014
10/2023
1.29$ 3.19 1.32$ 3.44 1.35$ 3.79 1.39$ 4.24 01/2015
12/2023
1.45$ 3.44 0.00%
10Y 4.00 03/2014
02/2024
1.48$ 4.00 1.48$ 4.00 1.48$ 4.00 1.48$ 4.00 03/2014
02/2024
1.48$ 4.00 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.26 10/2021
09/2022
0.71$ -7.01 0.92$ 2.27 1.02$ 10.16 1.10$ 19.85 12/2016
11/2017
1.19$ 7.73 39.45%
2Y -12.51 10/2020
09/2022
0.76$ -7.31 0.85$ 1.49 1.03$ 5.50 1.11$ 9.85 02/2016
01/2018
1.20$ -3.14 38.14%
3Y -10.00 11/2019
10/2022
0.72$ -4.45 0.87$ 2.05 1.06$ 4.94 1.15$ 8.05 01/2017
12/2019
1.26$ -3.58 37.65%
4Y -7.13 10/2018
09/2022
0.74$ -3.77 0.85$ 2.06 1.08$ 4.55 1.19$ 5.83 04/2014
03/2018
1.25$ -1.82 36.99%
5Y -5.24 10/2017
09/2022
0.76$ -2.82 0.86$ 1.96 1.10$ 3.99 1.21$ 5.34 01/2015
12/2019
1.29$ -1.66 37.70%
6Y -3.25 10/2016
09/2022
0.82$ -1.93 0.88$ 1.59 1.09$ 3.10 1.20$ 4.26 09/2015
08/2021
1.28$ -1.62 40.82%
7Y -1.97 11/2015
10/2022
0.87$ -0.55 0.96$ 0.26 1.01$ 3.38 1.26$ 3.63 09/2014
08/2021
1.28$ 0.48 43.24%
8Y -1.10 11/2014
10/2022
0.91$ -0.56 0.95$ 0.22 1.01$ 0.73 1.05$ 2.31 03/2014
02/2022
1.20$ 0.77 28.00%
9Y -0.03 11/2014
10/2023
0.99$ 0.33 1.03$ 0.50 1.04$ 1.00 1.09$ 1.19 01/2015
12/2023
1.11$ 0.33 7.69%
10Y 1.20 03/2014
02/2024
1.12$ 1.20 1.12$ 1.20 1.12$ 1.20 1.12$ 1.20 03/2014
02/2024
1.12$ 1.20 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -22.38 10/2021
09/2022
0.77$ -3.37 0.96$ 6.24 1.06$ 15.86 1.15$ 22.45 12/2016
11/2017
1.22$ 10.65 22.22%
2Y -6.59 10/2020
09/2022
0.87$ -1.45 0.97$ 5.00 1.10$ 10.17 1.21$ 19.38 06/2012
05/2014
1.42$ 1.05 19.51%
3Y -5.56 10/2019
09/2022
0.84$ 1.20 1.03$ 5.38 1.17$ 8.63 1.28$ 14.89 06/2012
05/2015
1.51$ 1.74 7.21%
4Y -3.30 10/2018
09/2022
0.87$ 0.90 1.03$ 5.28 1.22$ 7.66 1.34$ 11.36 06/2012
05/2016
1.53$ 2.64 7.07%
5Y -1.68 10/2017
09/2022
0.91$ 1.30 1.06$ 5.36 1.29$ 7.75 1.45$ 11.04 06/2012
05/2017
1.68$ 2.37 3.45%
6Y 0.13 10/2016
09/2022
1.00$ 1.99 1.12$ 5.12 1.34$ 7.23 1.52$ 10.21 06/2012
05/2018
1.79$ 1.99 0.00%
7Y 1.24 11/2015
10/2022
1.09$ 2.93 1.22$ 5.09 1.41$ 7.49 1.65$ 8.69 06/2012
05/2019
1.79$ 3.96 0.00%
8Y 1.73 10/2014
09/2022
1.14$ 3.06 1.27$ 5.27 1.50$ 6.60 1.66$ 8.30 01/2012
12/2019
1.89$ 4.18 0.00%
9Y 2.23 10/2013
09/2022
1.21$ 3.28 1.33$ 4.24 1.45$ 6.96 1.83$ 8.25 06/2012
05/2021
2.04$ 3.44 0.00%
10Y 3.29 11/2013
10/2023
1.38$ 3.67 1.43$ 4.49 1.55$ 6.19 1.82$ 7.33 01/2012
12/2021
2.02$ 4.00 0.00%
11Y 4.42 11/2012
10/2023
1.61$ 4.59 1.63$ 5.06 1.72$ 5.57 1.81$ 5.96 06/2012
05/2023
1.89$ 4.82 0.00%
12Y 5.33 03/2012
02/2024
1.86$ 5.33 1.86$ 5.60 1.92$ 5.67 1.93$ 5.67 01/2012
12/2023
1.93$ 5.33 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.26 10/2021
09/2022
0.71$ -4.81 0.95$ 3.65 1.03$ 12.13 1.12$ 20.72 06/2012
05/2013
1.20$ 7.73 31.85%
2Y -12.51 10/2020
09/2022
0.76$ -6.38 0.87$ 3.03 1.06$ 8.40 1.17$ 17.30 06/2012
05/2014
1.37$ -3.14 30.08%
3Y -10.00 11/2019
10/2022
0.72$ -3.16 0.90$ 3.37 1.10$ 6.84 1.21$ 13.53 06/2012
05/2015
1.46$ -3.58 28.83%
4Y -7.13 10/2018
09/2022
0.74$ -3.13 0.88$ 3.28 1.13$ 6.16 1.27$ 10.08 06/2012
05/2016
1.46$ -1.82 27.27%
5Y -5.24 10/2017
09/2022
0.76$ -2.45 0.88$ 3.45 1.18$ 6.25 1.35$ 9.61 06/2012
05/2017
1.58$ -1.66 26.44%
6Y -3.25 10/2016
09/2022
0.82$ -1.59 0.90$ 2.92 1.18$ 5.60 1.38$ 8.53 06/2012
05/2018
1.63$ -1.62 26.67%
7Y -1.97 11/2015
10/2022
0.87$ -0.51 0.96$ 3.30 1.25$ 5.91 1.49$ 7.00 06/2012
05/2019
1.60$ 0.48 25.40%
8Y -1.10 11/2014
10/2022
0.91$ 0.08 1.00$ 3.27 1.29$ 4.85 1.46$ 6.56 01/2012
12/2019
1.66$ 0.77 13.73%
9Y -0.44 10/2013
09/2022
0.96$ 0.39 1.03$ 1.49 1.14$ 5.17 1.57$ 6.34 06/2012
05/2021
1.73$ 0.33 7.69%
10Y 0.49 11/2013
10/2023
1.05$ 1.06 1.11$ 1.83 1.19$ 3.79 1.45$ 5.08 01/2012
12/2021
1.64$ 1.20 0.00%
11Y 1.77 11/2012
10/2023
1.21$ 1.91 1.23$ 2.45 1.30$ 2.90 1.37$ 3.27 06/2012
05/2023
1.42$ 2.14 0.00%
12Y 2.69 03/2012
02/2024
1.37$ 2.69 1.37$ 2.93 1.41$ 3.00 1.42$ 3.00 01/2012
12/2023
1.42$ 2.69 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.24% +22.45%
Dec 2016 - Nov 2017
-22.38%
Oct 2021 - Sep 2022
22.22%
30 out of 135
US Inflation Adjusted +3.65% +20.72%
Jun 2012 - May 2013
-28.26%
Oct 2021 - Sep 2022
31.85%
43 out of 135
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.00% +19.38%
Jun 2012 - May 2014
-6.59%
Oct 2020 - Sep 2022
19.51%
24 out of 123
US Inflation Adjusted +3.03% +17.30%
Jun 2012 - May 2014
-12.51%
Oct 2020 - Sep 2022
30.08%
37 out of 123
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.38% +14.89%
Jun 2012 - May 2015
-5.56%
Oct 2019 - Sep 2022
7.21%
8 out of 111
US Inflation Adjusted +3.37% +13.53%
Jun 2012 - May 2015
-10.00%
Nov 2019 - Oct 2022
28.83%
32 out of 111
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.28% +11.36%
Jun 2012 - May 2016
-3.30%
Oct 2018 - Sep 2022
7.07%
7 out of 99
US Inflation Adjusted +3.28% +10.08%
Jun 2012 - May 2016
-7.13%
Oct 2018 - Sep 2022
27.27%
27 out of 99
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.36% +11.04%
Jun 2012 - May 2017
-1.68%
Oct 2017 - Sep 2022
3.45%
3 out of 87
US Inflation Adjusted +3.45% +9.61%
Jun 2012 - May 2017
-5.24%
Oct 2017 - Sep 2022
26.44%
23 out of 87
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.12% +10.21%
Jun 2012 - May 2018
+0.13%
Oct 2016 - Sep 2022
0.00%
0 out of 75
US Inflation Adjusted +2.92% +8.53%
Jun 2012 - May 2018
-3.25%
Oct 2016 - Sep 2022
26.67%
20 out of 75
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.09% +8.69%
Jun 2012 - May 2019
+1.24%
Nov 2015 - Oct 2022
0.00%
0 out of 63
US Inflation Adjusted +3.30% +7.00%
Jun 2012 - May 2019
-1.97%
Nov 2015 - Oct 2022
25.40%
16 out of 63
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.27% +8.30%
Jan 2012 - Dec 2019
+1.73%
Oct 2014 - Sep 2022
0.00%
0 out of 51
US Inflation Adjusted +3.27% +6.56%
Jan 2012 - Dec 2019
-1.10%
Nov 2014 - Oct 2022
13.73%
7 out of 51
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.24% +8.25%
Jun 2012 - May 2021
+2.23%
Oct 2013 - Sep 2022
0.00%
0 out of 39
US Inflation Adjusted +1.49% +6.34%
Jun 2012 - May 2021
-0.44%
Oct 2013 - Sep 2022
7.69%
3 out of 39
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.49% +7.33%
Jan 2012 - Dec 2021
+3.29%
Nov 2013 - Oct 2023
0.00%
0 out of 27
US Inflation Adjusted +1.83% +5.08%
Jan 2012 - Dec 2021
+0.49%
Nov 2013 - Oct 2023
0.00%
0 out of 27
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.06% +5.96%
Jun 2012 - May 2023
+4.42%
Nov 2012 - Oct 2023
0.00%
0 out of 15
US Inflation Adjusted +2.45% +3.27%
Jun 2012 - May 2023
+1.77%
Nov 2012 - Oct 2023
0.00%
0 out of 15
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.60% +5.67%
Jan 2012 - Dec 2023
+5.33%
Mar 2012 - Feb 2024
0.00%
0 out of 3
US Inflation Adjusted +2.93% +3.00%
Jan 2012 - Dec 2023
+2.69%
Mar 2012 - Feb 2024
0.00%
0 out of 3
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol EAFE ETF (EFAV) ETF: Historical Returns page.