Consolidated Returns as of 30 June 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 (~13 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.24% |
+22.45%
Dec 2016 - Nov 2017 |
-22.38%
Oct 2021 - Sep 2022 |
21.58%
30 out of 139 |
US Inflation Adjusted | +3.65% |
+20.72%
Jun 2012 - May 2013 |
-28.26%
Oct 2021 - Sep 2022 |
31.65%
44 out of 139 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+19.38%
Jun 2012 - May 2014 |
-6.59%
Oct 2020 - Sep 2022 |
18.90%
24 out of 127 |
US Inflation Adjusted | +2.99% |
+17.30%
Jun 2012 - May 2014 |
-12.51%
Oct 2020 - Sep 2022 |
30.71%
39 out of 127 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.23% |
+14.89%
Jun 2012 - May 2015 |
-5.56%
Oct 2019 - Sep 2022 |
7.83%
9 out of 115 |
US Inflation Adjusted | +3.03% |
+13.53%
Jun 2012 - May 2015 |
-10.00%
Nov 2019 - Oct 2022 |
31.30%
36 out of 115 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.18% |
+11.36%
Jun 2012 - May 2016 |
-3.30%
Oct 2018 - Sep 2022 |
6.80%
7 out of 103 |
US Inflation Adjusted | +3.13% |
+10.08%
Jun 2012 - May 2016 |
-7.13%
Oct 2018 - Sep 2022 |
29.13%
30 out of 103 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.15% |
+11.04%
Jun 2012 - May 2017 |
-1.68%
Oct 2017 - Sep 2022 |
3.30%
3 out of 91 |
US Inflation Adjusted | +3.25% |
+9.61%
Jun 2012 - May 2017 |
-5.24%
Oct 2017 - Sep 2022 |
29.67%
27 out of 91 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.92% |
+10.21%
Jun 2012 - May 2018 |
+0.13%
Oct 2016 - Sep 2022 |
0.00%
0 out of 79 |
US Inflation Adjusted | +2.67% |
+8.53%
Jun 2012 - May 2018 |
-3.25%
Oct 2016 - Sep 2022 |
30.38%
24 out of 79 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.90% |
+8.69%
Jun 2012 - May 2019 |
+1.24%
Nov 2015 - Oct 2022 |
0.00%
0 out of 67 |
US Inflation Adjusted | +2.96% |
+7.00%
Jun 2012 - May 2019 |
-1.97%
Nov 2015 - Oct 2022 |
28.36%
19 out of 67 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.76% |
+8.30%
Jan 2012 - Dec 2019 |
+1.73%
Oct 2014 - Sep 2022 |
0.00%
0 out of 55 |
US Inflation Adjusted | +2.24% |
+6.56%
Jan 2012 - Dec 2019 |
-1.10%
Nov 2014 - Oct 2022 |
14.55%
8 out of 55 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.05% |
+8.25%
Jun 2012 - May 2021 |
+2.23%
Oct 2013 - Sep 2022 |
0.00%
0 out of 43 |
US Inflation Adjusted | +1.19% |
+6.34%
Jun 2012 - May 2021 |
-0.44%
Oct 2013 - Sep 2022 |
9.30%
4 out of 43 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.46% |
+7.33%
Jan 2012 - Dec 2021 |
+3.29%
Nov 2013 - Oct 2023 |
0.00%
0 out of 31 |
US Inflation Adjusted | +1.67% |
+5.08%
Jan 2012 - Dec 2021 |
+0.49%
Nov 2013 - Oct 2023 |
0.00%
0 out of 31 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.92% |
+5.96%
Jun 2012 - May 2023 |
+3.96%
May 2013 - Apr 2024 |
0.00%
0 out of 19 |
US Inflation Adjusted | +2.24% |
+3.27%
Jun 2012 - May 2023 |
+1.15%
May 2013 - Apr 2024 |
0.00%
0 out of 19 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.54% |
+6.27%
Jun 2012 - May 2024 |
+5.30%
May 2012 - Apr 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | +2.81% |
+3.52%
Jun 2012 - May 2024 |
+2.59%
May 2012 - Apr 2024 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol EAFE ETF (EFAV) ETF: Historical Returns page.