Consolidated Returns as of 30 June 2024
Holding the iShares MSCI ACWI ETF (ACWI) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~37 years), the longest period with a negative return lasted 157 months (from February 1996 to February 2009).
This means that every rolling period of 158 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI ACWI ETF (ACWI) 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
Loading data
Please wait
Loading data
Please wait
The annualized return of the last 10 years has been 8.58% (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.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.78% |
+60.06%
Mar 2009 - Feb 2010 |
-50.82%
Mar 2008 - Feb 2009 |
28.34%
121 out of 427 |
US Inflation Adjusted | +7.59% |
+56.69%
Mar 2009 - Feb 2010 |
-50.82%
Mar 2008 - Feb 2009 |
31.62%
135 out of 427 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.43% |
+39.42%
Mar 2009 - Feb 2011 |
-29.72%
Mar 2007 - Feb 2009 |
21.69%
90 out of 415 |
US Inflation Adjusted | +5.58% |
+36.51%
Mar 2009 - Feb 2011 |
-31.13%
Mar 2007 - Feb 2009 |
28.19%
117 out of 415 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.24% |
+23.92%
Mar 2009 - Feb 2012 |
-19.43%
Apr 2000 - Mar 2003 |
20.60%
83 out of 403 |
US Inflation Adjusted | +5.59% |
+21.03%
Mar 2009 - Feb 2012 |
-21.36%
Apr 2000 - Mar 2003 |
27.05%
109 out of 403 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+20.13%
Apr 2003 - Mar 2007 |
-10.78%
Mar 2005 - Feb 2009 |
21.48%
84 out of 391 |
US Inflation Adjusted | +5.64% |
+17.41%
Mar 2009 - Feb 2013 |
-13.09%
Apr 1999 - Mar 2003 |
29.41%
115 out of 391 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.04% |
+19.77%
Mar 2009 - Feb 2014 |
-6.95%
Apr 1998 - Mar 2003 |
17.94%
68 out of 379 |
US Inflation Adjusted | +4.69% |
+17.35%
Mar 2009 - Feb 2014 |
-9.28%
Apr 1998 - Mar 2003 |
28.76%
109 out of 379 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+17.67%
Mar 2009 - Feb 2015 |
-2.20%
Mar 1997 - Feb 2003 |
10.08%
37 out of 367 |
US Inflation Adjusted | +4.27% |
+15.71%
Mar 2009 - Feb 2015 |
-4.45%
Mar 1997 - Feb 2003 |
25.89%
95 out of 367 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.16% |
+15.59%
Jan 1993 - Dec 1999 |
-3.35%
Mar 2002 - Feb 2009 |
2.54%
9 out of 355 |
US Inflation Adjusted | +3.04% |
+12.81%
Jan 1993 - Dec 1999 |
-5.78%
Mar 2002 - Feb 2009 |
19.15%
68 out of 355 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.13% |
+13.99%
Mar 2009 - Feb 2017 |
-4.89%
Mar 2001 - Feb 2009 |
2.92%
10 out of 343 |
US Inflation Adjusted | +3.02% |
+12.05%
Mar 2009 - Feb 2017 |
-7.11%
Mar 2001 - Feb 2009 |
9.33%
32 out of 343 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.60% |
+14.54%
Mar 2009 - Feb 2018 |
-6.18%
Mar 2000 - Feb 2009 |
4.23%
14 out of 331 |
US Inflation Adjusted | +3.19% |
+12.53%
Mar 2009 - Feb 2018 |
-8.49%
Mar 2000 - Feb 2009 |
10.88%
36 out of 331 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.93% |
+12.96%
Mar 2009 - Feb 2019 |
-3.90%
Mar 1999 - Feb 2009 |
7.52%
24 out of 319 |
US Inflation Adjusted | +3.45% |
+11.00%
Mar 2009 - Feb 2019 |
-6.33%
Mar 1999 - Feb 2009 |
9.40%
30 out of 319 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.86% |
+12.14%
Mar 2009 - Feb 2020 |
-2.77%
Mar 1998 - Feb 2009 |
5.21%
16 out of 307 |
US Inflation Adjusted | +3.45% |
+10.14%
Mar 2009 - Feb 2020 |
-5.15%
Mar 1998 - Feb 2009 |
14.66%
45 out of 307 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.70% |
+13.53%
Mar 2009 - Feb 2021 |
-1.07%
Mar 1997 - Feb 2009 |
2.03%
6 out of 295 |
US Inflation Adjusted | +3.32% |
+11.52%
Mar 2009 - Feb 2021 |
-3.41%
Mar 1997 - Feb 2009 |
17.29%
51 out of 295 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.67% |
+13.07%
Mar 2009 - Feb 2022 |
-0.16%
Mar 1996 - Feb 2009 |
0.35%
1 out of 283 |
US Inflation Adjusted | +3.39% |
+10.57%
Mar 2009 - Feb 2022 |
-2.56%
Mar 1996 - Feb 2009 |
16.25%
46 out of 283 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.64% |
+11.39%
Mar 2009 - Feb 2023 |
+1.23%
Mar 1995 - Feb 2009 |
0.00%
0 out of 271 |
US Inflation Adjusted | +3.19% |
+8.65%
Mar 2009 - Feb 2023 |
-1.22%
Mar 1995 - Feb 2009 |
11.81%
32 out of 271 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.05% |
+12.15%
Mar 2009 - Feb 2024 |
+0.93%
Mar 1994 - Feb 2009 |
0.00%
0 out of 259 |
US Inflation Adjusted | +2.60% |
+9.34%
Mar 2009 - Feb 2024 |
-1.54%
Mar 1994 - Feb 2009 |
3.09%
8 out of 259 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.17% |
+8.32%
Oct 2002 - Sep 2018 |
+1.71%
Mar 2000 - Feb 2016 |
0.00%
0 out of 247 |
US Inflation Adjusted | +2.50% |
+6.09%
Oct 2002 - Sep 2018 |
-0.38%
Mar 2000 - Feb 2016 |
2.02%
5 out of 247 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.30% |
+8.42%
Oct 1990 - Sep 2007 |
+2.08%
Mar 1992 - Feb 2009 |
0.00%
0 out of 235 |
US Inflation Adjusted | +2.64% |
+5.89%
Feb 2003 - Jan 2020 |
-0.46%
Mar 1992 - Feb 2009 |
0.43%
1 out of 235 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.16% |
+9.07%
Apr 2003 - Mar 2021 |
+1.97%
Mar 1991 - Feb 2009 |
0.00%
0 out of 223 |
US Inflation Adjusted | +2.69% |
+6.88%
Apr 2003 - Mar 2021 |
-0.58%
Mar 1991 - Feb 2009 |
0.45%
1 out of 223 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.06% |
+8.97%
Oct 2002 - Sep 2021 |
+1.91%
Mar 1990 - Feb 2009 |
0.00%
0 out of 211 |
US Inflation Adjusted | +2.63% |
+6.62%
Oct 2002 - Sep 2021 |
-0.77%
Mar 1990 - Feb 2009 |
1.90%
4 out of 211 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.18% |
+8.08%
Apr 2003 - Mar 2023 |
+1.93%
Mar 1989 - Feb 2009 |
0.00%
0 out of 199 |
US Inflation Adjusted | +2.70% |
+5.44%
Apr 2003 - Mar 2023 |
-0.88%
Mar 1989 - Feb 2009 |
1.51%
3 out of 199 |
Loading data
Please wait
Loading data
Please wait
To obtain comprehensive information, please consult the iShares MSCI ACWI ETF (ACWI) ETF: Historical Returns page.