iShares Edge MSCI Min Vol USA (USMV) to EUR: Rolling Returns

Data Source: from January 1985 to June 2024 (~40 years)
Consolidated Returns as of 30 June 2024
This asset allocation page includes ETFs that are not available in our database in EUR or are not yet mapped to the specific ones. We kept the original tickers and calculated returns using historical exchange rates or, if applicable, interest rate differentials for currency hedging.

You need to choose EUR-based ETFs that follow the same benchmarks. Actual returns should be comparable, but they may vary due to differences in sampling methods, annual fees, and the exchange rates used for month-end calculations. Similar EUR ETFs (hedged or not) may not always be available.

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

Considering all the available data source (~40 years), the longest period with a negative return lasted 140 months (from August 1997 to March 2009).

This means that every rolling period of 141 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol USA (USMV) to EUR ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ISHARES EDGE MSCI MIN VOL USA (USMV) TO EUR ETF
Previous vs Next Returns - 10 Years annualized
Updated to June 2024

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The annualized return of the last 10 years has been 13.34% (updated at Jun 30, 2024).

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 USA (USMV) TO EUR ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 1994 - 30 June 2024 (30 Years)
Data Source: 1 January 1985 - 30 June 2024 (~40 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.00% +73.77%
Aug 1996 - Jul 1997
-37.60%
Apr 2002 - Mar 2003
24.84%
115 out of 463
Euro Inflation Adjusted +9.71% +71.22%
Aug 1996 - Jul 1997
-39.04%
Apr 2002 - Mar 2003
29.16%
135 out of 463
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.13% +42.49%
Aug 1995 - Jul 1997
-22.27%
Oct 2000 - Sep 2002
15.08%
68 out of 451
Euro Inflation Adjusted +8.36% +39.87%
Aug 1995 - Jul 1997
-23.91%
Oct 2000 - Sep 2002
18.63%
84 out of 451
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.91% +37.03%
Apr 1995 - Mar 1998
-15.26%
Oct 2000 - Sep 2003
17.31%
76 out of 439
Euro Inflation Adjusted +8.76% +34.72%
Apr 1995 - Mar 1998
-17.04%
Oct 2000 - Sep 2003
18.68%
82 out of 439
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.38% +32.88%
Sep 1996 - Aug 2000
-11.21%
Nov 2000 - Oct 2004
14.75%
63 out of 427
Euro Inflation Adjusted +8.58% +30.92%
Sep 1996 - Aug 2000
-13.15%
Nov 2000 - Oct 2004
20.14%
86 out of 427
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.92% +29.29%
Apr 1995 - Mar 2000
-6.26%
Sep 2000 - Aug 2005
13.73%
57 out of 415
Euro Inflation Adjusted +8.33% +27.25%
Apr 1995 - Mar 2000
-8.28%
Sep 2000 - Aug 2005
20.24%
84 out of 415
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.92% +27.16%
Nov 1994 - Oct 2000
-4.76%
Apr 2002 - Mar 2008
9.93%
40 out of 403
Euro Inflation Adjusted +7.95% +24.96%
Nov 1994 - Oct 2000
-6.92%
Apr 2002 - Mar 2008
18.11%
73 out of 403
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.08% +22.52%
Jul 1992 - Jun 1999
-6.77%
Apr 2002 - Mar 2009
8.44%
33 out of 391
Euro Inflation Adjusted +8.12% +20.11%
May 1993 - Apr 2000
-8.67%
Apr 2002 - Mar 2009
12.79%
50 out of 391
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.74% +24.70%
Sep 1992 - Aug 2000
-5.91%
Jun 2001 - May 2009
7.92%
30 out of 379
Euro Inflation Adjusted +8.54% +22.15%
Sep 1992 - Aug 2000
-7.79%
Jun 2001 - May 2009
10.55%
40 out of 379
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.82% +21.17%
Jan 1991 - Dec 1999
-5.42%
Nov 2000 - Oct 2009
8.99%
33 out of 367
Euro Inflation Adjusted +8.50% +18.28%
Jan 1991 - Dec 1999
-7.33%
Nov 2000 - Oct 2009
11.44%
42 out of 367
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.65% +23.01%
Nov 1990 - Oct 2000
-3.19%
Sep 2000 - Aug 2010
8.45%
30 out of 355
Euro Inflation Adjusted +8.61% +20.14%
Nov 1990 - Oct 2000
-5.12%
Sep 2000 - Aug 2010
13.52%
48 out of 355
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.49% +19.01%
May 1988 - Apr 1999
-1.90%
Sep 2000 - Aug 2011
4.37%
15 out of 343
Euro Inflation Adjusted +8.66% +16.02%
Mar 2009 - Feb 2020
-3.89%
Sep 2000 - Aug 2011
13.70%
47 out of 343
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.46% +19.39%
May 1988 - Apr 2000
+0.50%
Nov 2000 - Oct 2012
0.00%
0 out of 331
Euro Inflation Adjusted +8.50% +16.40%
May 1988 - Apr 2000
-1.63%
Nov 2000 - Oct 2012
11.78%
39 out of 331
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.25% +19.48%
Dec 1987 - Nov 2000
+1.32%
Sep 2000 - Aug 2013
0.00%
0 out of 319
Euro Inflation Adjusted +8.27% +16.51%
Dec 1987 - Nov 2000
-0.73%
Sep 2000 - Aug 2013
0.94%
3 out of 319
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.13% +17.02%
Dec 1987 - Nov 2001
+2.58%
Sep 2000 - Aug 2014
0.00%
0 out of 307
Euro Inflation Adjusted +8.07% +14.16%
Dec 1987 - Nov 2001
+0.61%
May 2000 - Apr 2014
0.00%
0 out of 307
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.86% +16.05%
Nov 1985 - Oct 2000
+3.93%
May 1999 - Apr 2014
0.00%
0 out of 295
Euro Inflation Adjusted +7.76% +13.56%
Nov 1985 - Oct 2000
+1.88%
May 1999 - Apr 2014
0.00%
0 out of 295
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.61% +13.87%
Jan 1985 - Dec 2000
+4.60%
Nov 2000 - Oct 2016
0.00%
0 out of 283
Euro Inflation Adjusted +7.13% +11.44%
Jan 1985 - Dec 2000
+2.61%
Apr 1998 - Mar 2014
0.00%
0 out of 283
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.84% +12.83%
Jan 1985 - Dec 2001
+4.77%
Sep 2000 - Aug 2017
0.00%
0 out of 271
Euro Inflation Adjusted +6.51% +10.43%
Jan 1985 - Dec 2001
+3.02%
Sep 2000 - Aug 2017
0.00%
0 out of 271
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.62% +12.66%
Dec 1987 - Nov 2005
+5.35%
May 2000 - Apr 2018
0.00%
0 out of 259
Euro Inflation Adjusted +6.45% +9.97%
Dec 1987 - Nov 2005
+3.56%
May 2000 - Apr 2018
0.00%
0 out of 259
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.61% +12.00%
Dec 1987 - Nov 2006
+6.15%
Nov 2000 - Oct 2019
0.00%
0 out of 247
Euro Inflation Adjusted +6.38% +9.36%
Dec 1987 - Nov 2006
+4.20%
Mar 1990 - Feb 2009
0.00%
0 out of 247
19 Years Annualized Rolling Returns
Timeframes ending in every month

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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.78% +11.18%
Dec 1987 - Nov 2007
+5.53%
Nov 2000 - Oct 2020
0.00%
0 out of 235
Euro Inflation Adjusted +6.57% +8.93%
Apr 1995 - Mar 2015
+3.87%
Nov 2000 - Oct 2020
0.00%
0 out of 235
20 Years Annualized Rolling Returns
Timeframes ending in every month

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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares Edge MSCI Min Vol USA (USMV) to EUR ETF: Historical Returns page.