Consolidated Returns as of 30 June 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 (~40 years), the longest period with a negative return lasted 137 months (from December 2012 to April 2024).
This means that every rolling period of 138 months or above has always granted a positive return.
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
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The annualized return of the last 10 years has been 0.10% (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 | +8.53% |
+48.68%
Nov 2008 - Oct 2009 |
-28.97%
Sep 1997 - Aug 1998 |
21.17%
98 out of 463 |
Euro Inflation Adjusted | +6.56% |
+48.86%
Nov 2008 - Oct 2009 |
-33.79%
Nov 2021 - Oct 2022 |
25.27%
117 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.44% |
+36.18%
Mar 1995 - Feb 1997 |
-13.24%
Nov 2020 - Oct 2022 |
13.53%
61 out of 451 |
Euro Inflation Adjusted | +5.36% |
+33.44%
Apr 1995 - Mar 1997 |
-19.14%
Nov 2020 - Oct 2022 |
19.29%
87 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.61% |
+30.51%
Apr 1995 - Mar 1998 |
-9.24%
Nov 2019 - Oct 2022 |
8.43%
37 out of 439 |
Euro Inflation Adjusted | +6.00% |
+28.32%
Apr 1995 - Mar 1998 |
-13.32%
Nov 2019 - Oct 2022 |
12.07%
53 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.71% |
+23.91%
Jun 1999 - May 2003 |
-5.89%
Nov 2019 - Oct 2023 |
7.49%
32 out of 427 |
Euro Inflation Adjusted | +6.55% |
+21.27%
Jun 1999 - May 2003 |
-9.73%
Nov 2019 - Oct 2023 |
11.48%
49 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.18% |
+24.38%
Sep 1998 - Aug 2003 |
-5.33%
Nov 2017 - Oct 2022 |
6.99%
29 out of 415 |
Euro Inflation Adjusted | +6.89% |
+22.03%
Sep 1998 - Aug 2003 |
-8.47%
Nov 2017 - Oct 2022 |
8.43%
35 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.35% |
+22.81%
Sep 1998 - Aug 2004 |
-4.08%
Oct 2016 - Sep 2022 |
6.70%
27 out of 403 |
Euro Inflation Adjusted | +7.24% |
+20.40%
Sep 1998 - Aug 2004 |
-6.81%
Nov 2017 - Oct 2023 |
7.69%
31 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.23% |
+21.79%
Oct 1990 - Sep 1997 |
-2.70%
Oct 2016 - Sep 2023 |
6.91%
27 out of 391 |
Euro Inflation Adjusted | +7.57% |
+19.22%
Sep 1998 - Aug 2005 |
-5.61%
Oct 2016 - Sep 2023 |
7.93%
31 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.02% |
+19.64%
Sep 1998 - Aug 2006 |
-1.92%
Nov 2014 - Oct 2022 |
6.33%
24 out of 379 |
Euro Inflation Adjusted | +8.58% |
+17.22%
Sep 1998 - Aug 2006 |
-4.20%
Nov 2014 - Oct 2022 |
7.39%
28 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.40% |
+19.97%
Apr 1995 - Mar 2004 |
-1.18%
Nov 2014 - Oct 2023 |
4.63%
17 out of 367 |
Euro Inflation Adjusted | +9.03% |
+17.77%
Apr 1995 - Mar 2004 |
-3.53%
Nov 2014 - Oct 2023 |
7.90%
29 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.20% |
+18.62%
Apr 1995 - Mar 2005 |
-1.27%
Nov 2012 - Oct 2022 |
3.10%
11 out of 355 |
Euro Inflation Adjusted | +9.78% |
+16.41%
Apr 1995 - Mar 2005 |
-3.22%
Nov 2012 - Oct 2022 |
7.61%
27 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.42% |
+18.06%
Apr 1995 - Mar 2006 |
-0.72%
Nov 2012 - Oct 2023 |
1.46%
5 out of 343 |
Euro Inflation Adjusted | +9.85% |
+15.84%
Apr 1995 - Mar 2006 |
-2.76%
Nov 2012 - Oct 2023 |
7.29%
25 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.11% |
+17.75%
Jul 1991 - Jun 2003 |
+0.44%
Nov 2010 - Oct 2022 |
0.00%
0 out of 331 |
Euro Inflation Adjusted | +9.69% |
+15.10%
Jul 1991 - Jun 2003 |
-1.67%
Nov 2010 - Oct 2022 |
7.55%
25 out of 331 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.72% |
+17.84%
Oct 1990 - Sep 2003 |
+0.78%
Nov 2010 - Oct 2023 |
0.00%
0 out of 319 |
Euro Inflation Adjusted | +9.52% |
+15.10%
Oct 1990 - Sep 2003 |
-1.39%
Nov 2010 - Oct 2023 |
5.96%
19 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.62% |
+17.48%
Oct 1990 - Sep 2004 |
+1.88%
Nov 2009 - Oct 2023 |
0.00%
0 out of 307 |
Euro Inflation Adjusted | +9.31% |
+14.77%
Oct 1990 - Sep 2004 |
-0.30%
Nov 2009 - Oct 2023 |
0.98%
3 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.89% |
+17.30%
Oct 1990 - Sep 2005 |
+2.31%
Nov 2007 - Oct 2022 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +9.57% |
+14.58%
Oct 1990 - Sep 2005 |
+0.26%
Nov 2007 - Oct 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 | +12.17% |
+16.49%
Oct 1990 - Sep 2006 |
+2.47%
Nov 2007 - Oct 2023 |
0.00%
0 out of 283 |
Euro Inflation Adjusted | +9.86% |
+13.83%
Oct 1990 - Sep 2006 |
+0.37%
Nov 2007 - Oct 2023 |
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 | +12.48% |
+15.94%
May 1990 - Apr 2007 |
+2.72%
Nov 2006 - Oct 2023 |
0.00%
0 out of 271 |
Euro Inflation Adjusted | +10.07% |
+13.25%
Oct 1990 - Sep 2007 |
+0.59%
Nov 2006 - Oct 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 | +12.54% |
+15.22%
May 1990 - Apr 2008 |
+3.01%
Oct 2005 - Sep 2023 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +10.39% |
+12.47%
Apr 1989 - Mar 2007 |
+0.89%
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 | +12.64% |
+15.01%
Oct 1990 - Sep 2009 |
+3.43%
Nov 2004 - Oct 2023 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +10.47% |
+12.48%
Oct 1990 - Sep 2009 |
+1.29%
Nov 2004 - Oct 2023 |
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 | +12.16% |
+14.98%
Oct 1990 - Sep 2010 |
+3.92%
Nov 2003 - Oct 2023 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +10.00% |
+12.47%
Oct 1990 - Sep 2010 |
+1.76%
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 Eur Hedged (IS3C.DE) ETF: Historical Returns page.