Consolidated Returns as of 30 June 2024
Holding the iShares MSCI All Country Asia ex-Japan ETF (AAXJ) 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 195 months (from November 2007 to January 2024).
This means that every rolling period of 196 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI All Country Asia ex-Japan ETF (AAXJ) 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 3.30% (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 | +10.20% |
+95.84%
Jan 1993 - Dec 1993 |
-61.62%
Nov 2007 - Oct 2008 |
33.91%
157 out of 463 |
US Inflation Adjusted | +7.25% |
+90.49%
Jan 1993 - Dec 1993 |
-63.00%
Nov 2007 - Oct 2008 |
37.15%
172 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.36% |
+47.43%
Mar 2009 - Feb 2011 |
-30.67%
Mar 2007 - Feb 2009 |
31.71%
143 out of 451 |
US Inflation Adjusted | +4.61% |
+44.34%
Mar 2009 - Feb 2011 |
-32.07%
Mar 2007 - Feb 2009 |
39.02%
176 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.45% |
+37.68%
Nov 2004 - Oct 2007 |
-19.95%
Apr 2000 - Mar 2003 |
20.96%
92 out of 439 |
US Inflation Adjusted | +4.04% |
+33.52%
Nov 2004 - Oct 2007 |
-21.87%
Apr 2000 - Mar 2003 |
29.84%
131 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.37% |
+32.35%
Jun 2003 - May 2007 |
-12.63%
Sep 1994 - Aug 1998 |
16.86%
72 out of 427 |
US Inflation Adjusted | +3.91% |
+28.37%
May 2003 - Apr 2007 |
-14.63%
Sep 1994 - Aug 1998 |
27.17%
116 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.01% |
+29.56%
Nov 2002 - Oct 2007 |
-7.93%
Jan 1994 - Dec 1998 |
17.83%
74 out of 415 |
US Inflation Adjusted | +4.43% |
+25.89%
Nov 2002 - Oct 2007 |
-10.05%
Jan 1994 - Dec 1998 |
29.40%
122 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.56% |
+25.67%
Nov 2001 - Oct 2007 |
-7.08%
Mar 1997 - Feb 2003 |
9.93%
40 out of 403 |
US Inflation Adjusted | +3.91% |
+22.29%
Nov 2001 - Oct 2007 |
-9.22%
Mar 1997 - Feb 2003 |
21.34%
86 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.12% |
+21.73%
Jan 1987 - Dec 1993 |
-3.59%
Oct 1994 - Sep 2001 |
6.91%
27 out of 391 |
US Inflation Adjusted | +3.90% |
+17.00%
Jan 1987 - Dec 1993 |
-5.99%
Oct 1994 - Sep 2001 |
20.20%
79 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.52% |
+22.84%
Feb 1986 - Jan 1994 |
-3.73%
Nov 2007 - Oct 2015 |
6.60%
25 out of 379 |
US Inflation Adjusted | +4.19% |
+18.53%
Feb 1986 - Jan 1994 |
-5.26%
Nov 2007 - Oct 2015 |
19.26%
73 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.01% |
+21.26%
Jan 1985 - Dec 1993 |
-2.93%
Mar 2000 - Feb 2009 |
6.81%
25 out of 367 |
US Inflation Adjusted | +3.43% |
+16.93%
Jan 1985 - Dec 1993 |
-5.31%
Mar 2000 - Feb 2009 |
16.62%
61 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.90% |
+16.46%
Jan 1985 - Dec 1994 |
+0.22%
Nov 2007 - Oct 2017 |
0.00%
0 out of 355 |
US Inflation Adjusted | +3.44% |
+12.43%
Jan 1985 - Dec 1994 |
-1.92%
Jan 1994 - Dec 2003 |
9.30%
33 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.14% |
+17.35%
Mar 1986 - Feb 1997 |
-1.22%
Nov 2007 - Oct 2018 |
0.29%
1 out of 343 |
US Inflation Adjusted | +3.54% |
+13.41%
Mar 1986 - Feb 1997 |
-2.90%
Nov 2007 - Oct 2018 |
5.54%
19 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.14% |
+16.51%
Mar 1985 - Feb 1997 |
-1.11%
Mar 1997 - Feb 2009 |
0.60%
2 out of 331 |
US Inflation Adjusted | +3.69% |
+12.62%
Mar 1985 - Feb 1997 |
-3.44%
Mar 1997 - Feb 2009 |
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 | +6.42% |
+13.26%
Jan 1987 - Dec 1999 |
+0.96%
Nov 2007 - Oct 2020 |
0.00%
0 out of 319 |
US Inflation Adjusted | +3.81% |
+9.66%
Jan 1987 - Dec 1999 |
-1.45%
Mar 1996 - Feb 2009 |
5.64%
18 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.26% |
+14.48%
Mar 1986 - Feb 2000 |
+1.46%
Nov 1994 - Oct 2008 |
0.00%
0 out of 307 |
US Inflation Adjusted | +3.66% |
+11.00%
Feb 1986 - Jan 2000 |
-1.21%
Nov 1994 - Oct 2008 |
2.28%
7 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.26% |
+14.09%
Jan 1985 - Dec 1999 |
-1.26%
Nov 2007 - Oct 2022 |
0.68%
2 out of 295 |
US Inflation Adjusted | +3.89% |
+10.57%
Jan 1985 - Dec 1999 |
-3.56%
Nov 2007 - Oct 2022 |
5.76%
17 out of 295 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.63% |
+11.25%
Nov 1991 - Oct 2007 |
-0.44%
Nov 2007 - Oct 2023 |
0.35%
1 out of 283 |
US Inflation Adjusted | +3.86% |
+8.36%
Nov 1991 - Oct 2007 |
-2.81%
Nov 2007 - Oct 2023 |
5.65%
16 out of 283 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.98% |
+11.16%
Nov 1990 - Oct 2007 |
+1.80%
Jul 2007 - Jun 2024 |
0.00%
0 out of 271 |
US Inflation Adjusted | +4.26% |
+8.26%
Nov 1990 - Oct 2007 |
-0.64%
Jul 2007 - Jun 2024 |
3.32%
9 out of 271 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.54% |
+10.77%
Mar 1986 - Feb 2004 |
+3.20%
Feb 2006 - Jan 2024 |
0.00%
0 out of 259 |
US Inflation Adjusted | +4.04% |
+7.96%
Apr 2003 - Mar 2021 |
+0.70%
Feb 2006 - Jan 2024 |
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 | +6.69% |
+10.89%
Nov 1988 - Oct 2007 |
+2.89%
Mar 1997 - Feb 2016 |
0.00%
0 out of 247 |
US Inflation Adjusted | +4.14% |
+7.69%
Nov 1988 - Oct 2007 |
+0.58%
Mar 1990 - Feb 2009 |
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 | +6.53% |
+11.90%
Nov 1987 - Oct 2007 |
+3.17%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
US Inflation Adjusted | +3.91% |
+8.60%
Nov 1987 - Oct 2007 |
+0.91%
Mar 1989 - Feb 2009 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the iShares MSCI All Country Asia ex-Japan ETF (AAXJ) ETF: Historical Returns page.