iShares J.P. Morgan EM Bond Eur Hedged (IS3C.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 Eur Hedged (IS3C.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 137 months (from December 2012 to April 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the iShares J.P. Morgan EM Bond Eur Hedged (IS3C.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 EUR HEDGED (IS3C.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 0.21% (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 EUR HEDGED (IS3C.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 +8.65% +48.68%
Nov 2008 - Oct 2009
-28.97%
Sep 1997 - Aug 1998
21.26%
98 out of 461
Euro Inflation Adjusted +6.61% +48.86%
Nov 2008 - Oct 2009
-33.79%
Nov 2021 - Oct 2022
25.38%
117 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 +7.46% +36.18%
Mar 1995 - Feb 1997
-13.24%
Nov 2020 - Oct 2022
13.59%
61 out of 449
Euro Inflation Adjusted +5.36% +33.44%
Apr 1995 - Mar 1997
-19.14%
Nov 2020 - Oct 2022
19.15%
86 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 +7.82% +30.51%
Apr 1995 - Mar 1998
-9.24%
Nov 2019 - Oct 2022
8.01%
35 out of 437
Euro Inflation Adjusted +6.05% +28.32%
Apr 1995 - Mar 1998
-13.32%
Nov 2019 - Oct 2022
11.67%
51 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 +8.74% +23.91%
Jun 1999 - May 2003
-5.89%
Nov 2019 - Oct 2023
7.06%
30 out of 425
Euro Inflation Adjusted +6.56% +21.27%
Jun 1999 - May 2003
-9.73%
Nov 2019 - Oct 2023
11.06%
47 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 +9.29% +24.38%
Sep 1998 - Aug 2003
-5.33%
Nov 2017 - Oct 2022
6.54%
27 out of 413
Euro Inflation Adjusted +6.90% +22.03%
Sep 1998 - Aug 2003
-8.47%
Nov 2017 - Oct 2022
7.99%
33 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 +9.35% +22.81%
Sep 1998 - Aug 2004
-4.08%
Oct 2016 - Sep 2022
6.23%
25 out of 401
Euro Inflation Adjusted +7.28% +20.40%
Sep 1998 - Aug 2004
-6.81%
Nov 2017 - Oct 2023
7.23%
29 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 +10.26% +21.79%
Oct 1990 - Sep 1997
-2.70%
Oct 2016 - Sep 2023
6.43%
25 out of 389
Euro Inflation Adjusted +7.59% +19.22%
Sep 1998 - Aug 2005
-5.61%
Oct 2016 - Sep 2023
7.46%
29 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 +11.06% +19.64%
Sep 1998 - Aug 2006
-1.92%
Nov 2014 - Oct 2022
5.84%
22 out of 377
Euro Inflation Adjusted +8.63% +17.22%
Sep 1998 - Aug 2006
-4.20%
Nov 2014 - Oct 2022
6.90%
26 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 +11.47% +19.97%
Apr 1995 - Mar 2004
-1.18%
Nov 2014 - Oct 2023
4.38%
16 out of 365
Euro Inflation Adjusted +9.04% +17.77%
Apr 1995 - Mar 2004
-3.53%
Nov 2014 - Oct 2023
7.40%
27 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 +12.21% +18.62%
Apr 1995 - Mar 2005
-1.27%
Nov 2012 - Oct 2022
3.12%
11 out of 353
Euro Inflation Adjusted +9.80% +16.41%
Apr 1995 - Mar 2005
-3.22%
Nov 2012 - Oct 2022
7.08%
25 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 +12.43% +18.06%
Apr 1995 - Mar 2006
-0.72%
Nov 2012 - Oct 2023
1.47%
5 out of 341
Euro Inflation Adjusted +9.86% +15.84%
Apr 1995 - Mar 2006
-2.76%
Nov 2012 - Oct 2023
6.74%
23 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 +12.14% +17.75%
Jul 1991 - Jun 2003
+0.44%
Nov 2010 - Oct 2022
0.00%
0 out of 329
Euro Inflation Adjusted +9.75% +15.10%
Jul 1991 - Jun 2003
-1.67%
Nov 2010 - Oct 2022
6.99%
23 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 +11.73% +17.84%
Oct 1990 - Sep 2003
+0.78%
Nov 2010 - Oct 2023
0.00%
0 out of 317
Euro Inflation Adjusted +9.53% +15.10%
Oct 1990 - Sep 2003
-1.39%
Nov 2010 - Oct 2023
5.36%
17 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 +11.63% +17.48%
Oct 1990 - Sep 2004
+1.88%
Nov 2009 - Oct 2023
0.00%
0 out of 305
Euro Inflation Adjusted +9.33% +14.77%
Oct 1990 - Sep 2004
-0.30%
Nov 2009 - Oct 2023
0.98%
3 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 +11.92% +17.30%
Oct 1990 - Sep 2005
+2.31%
Nov 2007 - Oct 2022
0.00%
0 out of 293
Euro Inflation Adjusted +9.58% +14.58%
Oct 1990 - Sep 2005
+0.26%
Nov 2007 - Oct 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 +12.20% +16.49%
Oct 1990 - Sep 2006
+2.47%
Nov 2007 - Oct 2023
0.00%
0 out of 281
Euro Inflation Adjusted +9.87% +13.83%
Oct 1990 - Sep 2006
+0.37%
Nov 2007 - Oct 2023
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 +12.53% +15.94%
May 1990 - Apr 2007
+2.72%
Nov 2006 - Oct 2023
0.00%
0 out of 269
Euro Inflation Adjusted +10.13% +13.25%
Oct 1990 - Sep 2007
+0.59%
Nov 2006 - Oct 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 +12.54% +15.22%
May 1990 - Apr 2008
+3.01%
Oct 2005 - Sep 2023
0.00%
0 out of 257
Euro Inflation Adjusted +10.39% +12.47%
Apr 1989 - Mar 2007
+0.89%
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 +12.65% +15.01%
Oct 1990 - Sep 2009
+3.43%
Nov 2004 - Oct 2023
0.00%
0 out of 245
Euro Inflation Adjusted +10.48% +12.48%
Oct 1990 - Sep 2009
+1.29%
Nov 2004 - Oct 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 +12.21% +14.98%
Oct 1990 - Sep 2010
+3.92%
Nov 2003 - Oct 2023
0.00%
0 out of 233
Euro Inflation Adjusted +10.02% +12.47%
Oct 1990 - Sep 2010
+1.76%
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 Eur Hedged (IS3C.DE) ETF: Historical Returns page.