Consolidated Returns as of 30 June 2024
Holding the iShares J.P. Morgan EM Bond (IUS7.DE) 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 90 months (from March 1985 to August 1992).
This means that every rolling period of 91 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares J.P. Morgan EM Bond (IUS7.DE) 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
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The annualized return of the last 10 years has been 4.66% (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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.96% |
+70.21%
Aug 1996 - Jul 1997 |
-30.81%
Sep 1997 - Aug 1998 |
34.77%
161 out of 463 |
Euro Inflation Adjusted | +4.88% |
+67.72%
Aug 1996 - Jul 1997 |
-31.58%
Sep 1997 - Aug 1998 |
40.39%
187 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.85% |
+52.38%
Aug 1995 - Jul 1997 |
-15.11%
Jan 1986 - Dec 1987 |
21.29%
96 out of 451 |
Euro Inflation Adjusted | +6.14% |
+49.58%
Aug 1995 - Jul 1997 |
-15.11%
Jan 1986 - Dec 1987 |
29.27%
132 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.76% |
+41.32%
Apr 1995 - Mar 1998 |
-11.36%
Jan 1985 - Dec 1987 |
10.71%
47 out of 439 |
Euro Inflation Adjusted | +6.55% |
+38.94%
Apr 1995 - Mar 1998 |
-11.82%
Jan 1985 - Dec 1987 |
18.00%
79 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.94% |
+27.07%
Sep 1998 - Aug 2002 |
-4.40%
Mar 1985 - Feb 1989 |
7.96%
34 out of 427 |
Euro Inflation Adjusted | +6.95% |
+24.70%
Sep 1998 - Aug 2002 |
-6.71%
Oct 2019 - Sep 2023 |
13.35%
57 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.98% |
+28.87%
Apr 1995 - Mar 2000 |
-3.66%
Sep 1985 - Aug 1990 |
3.61%
15 out of 415 |
Euro Inflation Adjusted | +7.08% |
+26.84%
Apr 1995 - Mar 2000 |
-5.17%
Sep 1985 - Aug 1990 |
11.57%
48 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.13% |
+27.87%
Apr 1995 - Mar 2001 |
-3.39%
Feb 1985 - Jan 1991 |
1.99%
8 out of 403 |
Euro Inflation Adjusted | +7.14% |
+25.73%
Apr 1995 - Mar 2001 |
-5.05%
Feb 1985 - Jan 1991 |
10.17%
41 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.56% |
+28.51%
Apr 1995 - Mar 2002 |
+0.21%
Nov 2016 - Oct 2023 |
0.00%
0 out of 391 |
Euro Inflation Adjusted | +6.41% |
+26.21%
Apr 1995 - Mar 2002 |
-2.77%
Nov 2016 - Oct 2023 |
8.70%
34 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.16% |
+23.36%
Apr 1995 - Mar 2003 |
+1.24%
Apr 2015 - Mar 2023 |
0.00%
0 out of 379 |
Euro Inflation Adjusted | +7.42% |
+21.08%
Apr 1995 - Mar 2003 |
-1.26%
Dec 2015 - Nov 2023 |
4.75%
18 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.87% |
+21.78%
Apr 1995 - Mar 2004 |
+2.23%
Apr 2015 - Mar 2024 |
0.00%
0 out of 367 |
Euro Inflation Adjusted | +6.89% |
+19.55%
Apr 1995 - Mar 2004 |
-0.28%
Apr 2015 - Mar 2024 |
1.09%
4 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.33% |
+20.45%
Nov 1990 - Oct 2000 |
+2.19%
Apr 1985 - Mar 1995 |
0.00%
0 out of 355 |
Euro Inflation Adjusted | +7.40% |
+17.88%
Mar 1992 - Feb 2002 |
-0.18%
Apr 1985 - Mar 1995 |
0.28%
1 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.39% |
+21.30%
Feb 1991 - Jan 2002 |
+2.95%
Nov 2012 - Oct 2023 |
0.00%
0 out of 343 |
Euro Inflation Adjusted | +7.38% |
+18.50%
Feb 1991 - Jan 2002 |
+0.84%
Nov 2012 - Oct 2023 |
0.00%
0 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.93% |
+19.15%
May 1990 - Apr 2002 |
+4.08%
Jun 2012 - May 2024 |
0.00%
0 out of 331 |
Euro Inflation Adjusted | +7.77% |
+16.21%
May 1990 - Apr 2002 |
+1.93%
Jul 2012 - Jun 2024 |
0.00%
0 out of 331 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.16% |
+18.38%
Nov 1990 - Oct 2003 |
+4.08%
Sep 2010 - Aug 2023 |
0.00%
0 out of 319 |
Euro Inflation Adjusted | +7.87% |
+15.67%
Nov 1990 - Oct 2003 |
+1.83%
Sep 2010 - Aug 2023 |
0.00%
0 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.49% |
+17.48%
Apr 1988 - Mar 2002 |
+4.69%
Jul 2010 - Jun 2024 |
0.00%
0 out of 307 |
Euro Inflation Adjusted | +8.30% |
+14.57%
Apr 1988 - Mar 2002 |
+2.45%
Jul 2010 - Jun 2024 |
0.00%
0 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.17% |
+17.39%
Dec 1990 - Nov 2005 |
+5.65%
Jul 2007 - Jun 2022 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +8.87% |
+14.71%
Dec 1990 - Nov 2005 |
+3.72%
Jul 2007 - Jun 2022 |
0.00%
0 out of 295 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.75% |
+16.47%
Nov 1990 - Oct 2006 |
+5.17%
Nov 2006 - Oct 2022 |
0.00%
0 out of 283 |
Euro Inflation Adjusted | +9.47% |
+13.85%
Nov 1990 - Oct 2006 |
+3.04%
Nov 2006 - Oct 2022 |
0.00%
0 out of 283 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.89% |
+15.31%
Dec 1988 - Nov 2005 |
+4.78%
Mar 2006 - Feb 2023 |
0.00%
0 out of 271 |
Euro Inflation Adjusted | +9.59% |
+12.71%
Aug 1995 - Jul 2012 |
+2.67%
Mar 2006 - Feb 2023 |
0.00%
0 out of 271 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.81% |
+15.53%
Jan 1988 - Dec 2005 |
+4.88%
Dec 2005 - Nov 2023 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +9.54% |
+12.75%
Jan 1988 - Dec 2005 |
+2.73%
Oct 2005 - Sep 2023 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.79% |
+14.56%
Jan 1988 - Dec 2006 |
+5.41%
Jul 2005 - Jun 2024 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +9.36% |
+11.84%
Jan 1988 - Dec 2006 |
+3.23%
Jul 2005 - Jun 2024 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.73% |
+14.62%
Sep 1990 - Aug 2010 |
+5.47%
Nov 2003 - Oct 2023 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +9.37% |
+12.54%
Apr 1995 - Mar 2015 |
+3.28%
Nov 2003 - Oct 2023 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the iShares J.P. Morgan EM Bond (IUS7.DE) ETF: Historical Returns page.