iShares J.P. Morgan EM Bond (IUS7.DE): Rolling Returns

Data Source: from January 1985 to April 2024 (~39 years)
Consolidated Returns as of 30 April 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 (~39 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

ISHARES J.P. MORGAN EM BOND (IUS7.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 4.91% (updated at Apr 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 J.P. MORGAN EM BOND (IUS7.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1985 - 30 April 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.88% +70.21%
Aug 1996 - Jul 1997
-30.81%
Sep 1997 - Aug 1998
34.92%
161 out of 461
Euro Inflation Adjusted +4.55% +67.72%
Aug 1996 - Jul 1997
-31.58%
Sep 1997 - Aug 1998
40.56%
187 out of 461
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 +7.85% +52.38%
Aug 1995 - Jul 1997
-15.11%
Jan 1986 - Dec 1987
21.38%
96 out of 449
Euro Inflation Adjusted +6.17% +49.58%
Aug 1995 - Jul 1997
-15.11%
Jan 1986 - Dec 1987
29.18%
131 out of 449
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 +8.80% +41.32%
Apr 1995 - Mar 1998
-11.36%
Jan 1985 - Dec 1987
10.76%
47 out of 437
Euro Inflation Adjusted +6.65% +38.94%
Apr 1995 - Mar 1998
-11.82%
Jan 1985 - Dec 1987
17.62%
77 out of 437
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 +8.99% +27.07%
Sep 1998 - Aug 2002
-4.40%
Mar 1985 - Feb 1989
8.00%
34 out of 425
Euro Inflation Adjusted +6.96% +24.70%
Sep 1998 - Aug 2002
-6.71%
Oct 2019 - Sep 2023
12.94%
55 out of 425
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 +8.99% +28.87%
Apr 1995 - Mar 2000
-3.66%
Sep 1985 - Aug 1990
3.63%
15 out of 413
Euro Inflation Adjusted +7.21% +26.84%
Apr 1995 - Mar 2000
-5.17%
Sep 1985 - Aug 1990
11.14%
46 out of 413
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 +9.13% +27.87%
Apr 1995 - Mar 2001
-3.39%
Feb 1985 - Jan 1991
2.00%
8 out of 401
Euro Inflation Adjusted +7.20% +25.73%
Apr 1995 - Mar 2001
-5.05%
Feb 1985 - Jan 1991
9.73%
39 out of 401
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 +8.63% +28.51%
Apr 1995 - Mar 2002
+0.21%
Nov 2016 - Oct 2023
0.00%
0 out of 389
Euro Inflation Adjusted +6.50% +26.21%
Apr 1995 - Mar 2002
-2.77%
Nov 2016 - Oct 2023
8.23%
32 out of 389
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 +9.22% +23.36%
Apr 1995 - Mar 2003
+1.24%
Apr 2015 - Mar 2023
0.00%
0 out of 377
Euro Inflation Adjusted +7.42% +21.08%
Apr 1995 - Mar 2003
-1.26%
Dec 2015 - Nov 2023
4.24%
16 out of 377
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 +8.94% +21.78%
Apr 1995 - Mar 2004
+2.23%
Apr 2015 - Mar 2024
0.00%
0 out of 365
Euro Inflation Adjusted +6.93% +19.55%
Apr 1995 - Mar 2004
-0.28%
Apr 2015 - Mar 2024
0.82%
3 out of 365
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 +9.33% +20.45%
Nov 1990 - Oct 2000
+2.19%
Apr 1985 - Mar 1995
0.00%
0 out of 353
Euro Inflation Adjusted +7.46% +17.88%
Mar 1992 - Feb 2002
-0.18%
Apr 1985 - Mar 1995
0.28%
1 out of 353
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 +9.39% +21.30%
Feb 1991 - Jan 2002
+2.95%
Nov 2012 - Oct 2023
0.00%
0 out of 341
Euro Inflation Adjusted +7.38% +18.50%
Feb 1991 - Jan 2002
+0.84%
Nov 2012 - Oct 2023
0.00%
0 out of 341
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 +9.95% +19.15%
May 1990 - Apr 2002
+4.38%
May 2012 - Apr 2024
0.00%
0 out of 329
Euro Inflation Adjusted +7.77% +16.21%
May 1990 - Apr 2002
+2.26%
May 2012 - Apr 2024
0.00%
0 out of 329
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.22% +18.38%
Nov 1990 - Oct 2003
+4.08%
Sep 2010 - Aug 2023
0.00%
0 out of 317
Euro Inflation Adjusted +7.87% +15.67%
Nov 1990 - Oct 2003
+1.83%
Sep 2010 - Aug 2023
0.00%
0 out of 317
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.56% +17.48%
Apr 1988 - Mar 2002
+5.19%
May 2010 - Apr 2024
0.00%
0 out of 305
Euro Inflation Adjusted +8.38% +14.57%
Apr 1988 - Mar 2002
+2.96%
May 2010 - Apr 2024
0.00%
0 out of 305
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.19% +17.39%
Dec 1990 - Nov 2005
+5.65%
Jul 2007 - Jun 2022
0.00%
0 out of 293
Euro Inflation Adjusted +8.99% +14.71%
Dec 1990 - Nov 2005
+3.72%
Jul 2007 - Jun 2022
0.00%
0 out of 293
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.77% +16.47%
Nov 1990 - Oct 2006
+5.17%
Nov 2006 - Oct 2022
0.00%
0 out of 281
Euro Inflation Adjusted +9.52% +13.85%
Nov 1990 - Oct 2006
+3.04%
Nov 2006 - Oct 2022
0.00%
0 out of 281
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.93% +15.31%
Dec 1988 - Nov 2005
+4.78%
Mar 2006 - Feb 2023
0.00%
0 out of 269
Euro Inflation Adjusted +9.59% +12.71%
Aug 1995 - Jul 2012
+2.67%
Mar 2006 - Feb 2023
0.00%
0 out of 269
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.82% +15.53%
Jan 1988 - Dec 2005
+4.88%
Dec 2005 - Nov 2023
0.00%
0 out of 257
Euro Inflation Adjusted +9.56% +12.75%
Jan 1988 - Dec 2005
+2.73%
Oct 2005 - Sep 2023
0.00%
0 out of 257
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.86% +14.56%
Jan 1988 - Dec 2006
+5.63%
Oct 2004 - Sep 2023
0.00%
0 out of 245
Euro Inflation Adjusted +9.49% +11.84%
Jan 1988 - Dec 2006
+3.43%
Oct 2004 - Sep 2023
0.00%
0 out of 245
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.76% +14.62%
Sep 1990 - Aug 2010
+5.47%
Nov 2003 - Oct 2023
0.00%
0 out of 233
Euro Inflation Adjusted +9.40% +12.54%
Apr 1995 - Mar 2015
+3.28%
Nov 2003 - Oct 2023
0.00%
0 out of 233
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares J.P. Morgan EM Bond (IUS7.DE) ETF: Historical Returns page.