Consolidated Returns as of 30 April 2024
Holding the iShares MSCI ACWI (IUSQ.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~49 years), the longest period with a negative return lasted 173 months (from January 2000 to May 2014).
This means that every rolling period of 174 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI ACWI (IUSQ.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
The annualized return of the last 10 years has been 11.01% (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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.19% |
+75.82%
Aug 1982 - Jul 1983 |
-41.07%
Jan 2008 - Dec 2008 |
25.47%
148 out of 581 |
Euro Inflation Adjusted | +8.32% |
+70.94%
Aug 1982 - Jul 1983 |
-41.99%
Jan 2008 - Dec 2008 |
30.29%
176 out of 581 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.57% |
+39.02%
Mar 1983 - Feb 1985 |
-28.51%
Oct 2000 - Sep 2002 |
17.22%
98 out of 569 |
Euro Inflation Adjusted | +8.31% |
+35.50%
Mar 1983 - Feb 1985 |
-30.02%
Oct 2000 - Sep 2002 |
22.50%
128 out of 569 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.41% |
+39.87%
Jun 1982 - May 1985 |
-22.93%
Apr 2000 - Mar 2003 |
15.98%
89 out of 557 |
Euro Inflation Adjusted | +8.29% |
+35.99%
Jun 1982 - May 1985 |
-24.70%
Apr 2000 - Mar 2003 |
19.93%
111 out of 557 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.56% |
+34.62%
Jun 1982 - May 1986 |
-13.81%
Sep 2000 - Aug 2004 |
18.17%
99 out of 545 |
Euro Inflation Adjusted | +8.17% |
+31.81%
Jun 1982 - May 1986 |
-15.68%
Sep 2000 - Aug 2004 |
23.49%
128 out of 545 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.88% |
+33.29%
Aug 1982 - Jul 1987 |
-10.01%
May 2000 - Apr 2005 |
18.57%
99 out of 533 |
Euro Inflation Adjusted | +7.60% |
+31.35%
Aug 1982 - Jul 1987 |
-12.00%
May 2000 - Apr 2005 |
24.77%
132 out of 533 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.85% |
+29.67%
Jun 1980 - May 1986 |
-5.67%
Sep 2000 - Aug 2006 |
15.93%
83 out of 521 |
Euro Inflation Adjusted | +7.51% |
+25.61%
Jun 1980 - May 1986 |
-7.72%
Sep 2000 - Aug 2006 |
26.68%
139 out of 521 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.55% |
+28.46%
Aug 1980 - Jul 1987 |
-8.32%
Mar 2002 - Feb 2009 |
10.22%
52 out of 509 |
Euro Inflation Adjusted | +6.95% |
+25.06%
Aug 1980 - Jul 1987 |
-10.20%
Mar 2002 - Feb 2009 |
18.47%
94 out of 509 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.72% |
+26.53%
Aug 1979 - Jul 1987 |
-8.48%
Mar 2001 - Feb 2009 |
6.24%
31 out of 497 |
Euro Inflation Adjusted | +6.52% |
+22.79%
Aug 1979 - Jul 1987 |
-10.40%
Mar 2001 - Feb 2009 |
12.07%
60 out of 497 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.63% |
+25.46%
Oct 1978 - Sep 1987 |
-9.22%
Apr 2000 - Mar 2009 |
8.04%
39 out of 485 |
Euro Inflation Adjusted | +6.08% |
+21.58%
Oct 1978 - Sep 1987 |
-11.12%
Apr 2000 - Mar 2009 |
9.90%
48 out of 485 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.51% |
+22.64%
Oct 1977 - Sep 1987 |
-5.40%
Apr 1999 - Mar 2009 |
9.51%
45 out of 473 |
Euro Inflation Adjusted | +6.05% |
+18.96%
Oct 1977 - Sep 1987 |
-7.36%
Apr 1999 - Mar 2009 |
11.42%
54 out of 473 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.47% |
+21.74%
Feb 1978 - Jan 1989 |
-4.40%
Sep 2000 - Aug 2011 |
10.20%
47 out of 461 |
Euro Inflation Adjusted | +6.04% |
+18.22%
Feb 1978 - Jan 1989 |
-6.34%
Sep 2000 - Aug 2011 |
13.02%
60 out of 461 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.94% |
+20.95%
Oct 1975 - Sep 1987 |
-2.70%
Jan 2000 - Dec 2011 |
10.02%
45 out of 449 |
Euro Inflation Adjusted | +5.53% |
+17.20%
Oct 1975 - Sep 1987 |
-4.78%
May 2000 - Apr 2012 |
14.92%
67 out of 449 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.16% |
+18.44%
Feb 1975 - Jan 1988 |
-1.71%
Sep 2000 - Aug 2013 |
5.03%
22 out of 437 |
Euro Inflation Adjusted | +5.20% |
+14.74%
Sep 1976 - Aug 1989 |
-3.74%
Jan 2000 - Dec 2012 |
14.87%
65 out of 437 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.06% |
+19.57%
Feb 1975 - Jan 1989 |
-0.76%
Apr 2000 - Mar 2014 |
1.88%
8 out of 425 |
Euro Inflation Adjusted | +5.15% |
+15.85%
Feb 1975 - Jan 1989 |
-2.73%
Apr 2000 - Mar 2014 |
11.06%
47 out of 425 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.98% |
+19.14%
Jan 1975 - Dec 1989 |
+0.24%
Mar 1994 - Feb 2009 |
0.00%
0 out of 413 |
Euro Inflation Adjusted | +5.00% |
+15.44%
Jan 1975 - Dec 1989 |
-1.71%
Mar 1994 - Feb 2009 |
10.41%
43 out of 413 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.55% |
+16.23%
Feb 1978 - Jan 1994 |
+0.56%
May 2000 - Apr 2016 |
0.00%
0 out of 401 |
Euro Inflation Adjusted | +4.42% |
+12.70%
Feb 1978 - Jan 1994 |
-1.18%
Apr 2000 - Mar 2016 |
3.74%
15 out of 401 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.25% |
+15.78%
Aug 1980 - Jul 1997 |
+1.34%
Sep 2000 - Aug 2017 |
0.00%
0 out of 389 |
Euro Inflation Adjusted | +4.04% |
+12.66%
Aug 1980 - Jul 1997 |
-0.36%
Sep 2000 - Aug 2017 |
1.03%
4 out of 389 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.68% |
+15.99%
Apr 1980 - Mar 1998 |
+1.60%
Apr 2000 - Mar 2018 |
0.00%
0 out of 377 |
Euro Inflation Adjusted | +3.31% |
+13.06%
May 1982 - Apr 2000 |
-0.12%
Apr 2000 - Mar 2018 |
0.53%
2 out of 377 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.94% |
+15.77%
Jul 1980 - Jun 1999 |
+1.67%
Mar 1990 - Feb 2009 |
0.00%
0 out of 365 |
Euro Inflation Adjusted | +3.74% |
+12.85%
Jul 1980 - Jun 1999 |
-0.66%
Mar 1990 - Feb 2009 |
1.92%
7 out of 365 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.98% |
+16.63%
Apr 1980 - Mar 2000 |
+1.42%
Mar 1989 - Feb 2009 |
0.00%
0 out of 353 |
Euro Inflation Adjusted | +3.81% |
+13.66%
Apr 1980 - Mar 2000 |
-0.92%
Mar 1989 - Feb 2009 |
2.83%
10 out of 353 |
To obtain comprehensive information, please consult the iShares MSCI ACWI (IUSQ.DE) ETF: Historical Returns page.