Consolidated Returns as of 31 March 2024
Holding the iShares MSCI Australia ETF (EWA) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~27 years), the longest period with a negative return lasted 151 months (from October 2007 to April 2020).
This means that every rolling period of 152 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Australia ETF (EWA) ETF: Historical Returns page.
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 | +6.86% |
+103.51%
Mar 2009 - Feb 2010 |
-54.85%
Dec 2007 - Nov 2008 |
33.86%
107 out of 316 |
US Inflation Adjusted | +4.43% |
+99.22%
Mar 2009 - Feb 2010 |
-56.46%
Nov 2007 - Oct 2008 |
40.19%
127 out of 316 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.52% |
+57.62%
Mar 2009 - Feb 2011 |
-28.54%
Mar 2007 - Feb 2009 |
26.64%
81 out of 304 |
US Inflation Adjusted | +2.81% |
+54.32%
Mar 2009 - Feb 2011 |
-29.98%
Mar 2007 - Feb 2009 |
37.83%
115 out of 304 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.70% |
+36.59%
Oct 2002 - Sep 2005 |
-12.83%
Mar 2006 - Feb 2009 |
20.55%
60 out of 292 |
US Inflation Adjusted | +3.39% |
+32.34%
Oct 2002 - Sep 2005 |
-14.68%
Mar 2006 - Feb 2009 |
33.90%
99 out of 292 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.55% |
+34.13%
Nov 2003 - Oct 2007 |
-6.41%
Oct 2007 - Sep 2011 |
11.07%
31 out of 280 |
US Inflation Adjusted | +2.79% |
+30.17%
Apr 2003 - Mar 2007 |
-8.70%
Mar 2005 - Feb 2009 |
28.21%
79 out of 280 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.94% |
+35.75%
Nov 2002 - Oct 2007 |
-3.18%
Mar 2011 - Feb 2016 |
7.84%
21 out of 268 |
US Inflation Adjusted | +3.47% |
+31.91%
Nov 2002 - Oct 2007 |
-4.85%
Oct 1997 - Sep 2002 |
20.90%
56 out of 268 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.94% |
+30.96%
Oct 2001 - Sep 2007 |
-3.72%
Apr 2014 - Mar 2020 |
2.34%
6 out of 256 |
US Inflation Adjusted | +4.71% |
+27.56%
Oct 2001 - Sep 2007 |
-5.15%
Apr 2014 - Mar 2020 |
13.28%
34 out of 256 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.00% |
+25.22%
Nov 2000 - Oct 2007 |
-3.13%
Apr 2013 - Mar 2020 |
0.82%
2 out of 244 |
US Inflation Adjusted | +4.45% |
+21.96%
Nov 2000 - Oct 2007 |
-4.58%
Apr 2013 - Mar 2020 |
4.92%
12 out of 244 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.20% |
+20.43%
Nov 1999 - Oct 2007 |
-2.53%
Nov 2007 - Oct 2015 |
3.88%
9 out of 232 |
US Inflation Adjusted | +5.93% |
+17.18%
Nov 1999 - Oct 2007 |
-4.07%
Nov 2007 - Oct 2015 |
9.05%
21 out of 232 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.66% |
+19.85%
Nov 1998 - Oct 2007 |
-1.14%
Apr 2011 - Mar 2020 |
1.36%
3 out of 220 |
US Inflation Adjusted | +5.41% |
+16.64%
Nov 1998 - Oct 2007 |
-2.73%
Apr 2011 - Mar 2020 |
9.55%
21 out of 220 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.69% |
+17.21%
Nov 1997 - Oct 2007 |
+0.35%
Apr 2010 - Mar 2020 |
0.00%
0 out of 208 |
US Inflation Adjusted | +5.35% |
+14.22%
Nov 1997 - Oct 2007 |
-1.37%
Apr 2010 - Mar 2020 |
2.88%
6 out of 208 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.76% |
+15.40%
Oct 2002 - Sep 2013 |
+0.12%
Nov 2007 - Oct 2018 |
0.00%
0 out of 196 |
US Inflation Adjusted | +4.46% |
+12.75%
Oct 2002 - Sep 2013 |
-1.58%
Nov 2007 - Oct 2018 |
2.04%
4 out of 196 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.45% |
+15.16%
Oct 2001 - Sep 2013 |
+0.53%
Apr 2008 - Mar 2020 |
0.00%
0 out of 184 |
US Inflation Adjusted | +5.54% |
+12.59%
Oct 2001 - Sep 2013 |
-1.05%
Apr 2008 - Mar 2020 |
2.17%
4 out of 184 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.10% |
+13.88%
Apr 2001 - Mar 2014 |
+0.50%
Nov 2007 - Oct 2020 |
0.00%
0 out of 172 |
US Inflation Adjusted | +6.84% |
+11.34%
Apr 2001 - Mar 2014 |
-1.17%
Nov 2007 - Oct 2020 |
2.91%
5 out of 172 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.30% |
+12.46%
Sep 1998 - Aug 2012 |
+2.74%
Nov 2007 - Oct 2021 |
0.00%
0 out of 160 |
US Inflation Adjusted | +7.05% |
+9.89%
Apr 2001 - Mar 2015 |
+0.72%
Nov 2007 - Oct 2021 |
0.00%
0 out of 160 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.20% |
+12.02%
Sep 1998 - Aug 2013 |
+1.36%
Nov 2007 - Oct 2022 |
0.00%
0 out of 148 |
US Inflation Adjusted | +6.67% |
+9.39%
Sep 1998 - Aug 2013 |
-1.00%
Nov 2007 - Oct 2022 |
1.35%
2 out of 148 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.88% |
+12.53%
Sep 1998 - Aug 2014 |
+1.51%
Nov 2007 - Oct 2023 |
0.00%
0 out of 136 |
US Inflation Adjusted | +6.56% |
+9.93%
Sep 1998 - Aug 2014 |
-0.90%
Nov 2007 - Oct 2023 |
1.47%
2 out of 136 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.76% |
+11.11%
Oct 2001 - Sep 2018 |
+4.18%
Nov 2006 - Oct 2023 |
0.00%
0 out of 124 |
US Inflation Adjusted | +6.41% |
+8.86%
Oct 2001 - Sep 2018 |
+1.64%
Nov 2006 - Oct 2023 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.61% |
+10.85%
Oct 2001 - Sep 2019 |
+5.30%
Oct 2005 - Sep 2023 |
0.00%
0 out of 112 |
US Inflation Adjusted | +6.33% |
+8.63%
Oct 2001 - Sep 2019 |
+2.78%
Oct 2005 - Sep 2023 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.48% |
+10.56%
Nov 2002 - Oct 2021 |
+6.27%
Mar 2005 - Feb 2024 |
0.00%
0 out of 100 |
US Inflation Adjusted | +6.20% |
+8.14%
Oct 2002 - Sep 2021 |
+3.62%
Mar 2005 - Feb 2024 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.51% |
+10.63%
Oct 2001 - Sep 2021 |
+6.79%
Apr 2000 - Mar 2020 |
0.00%
0 out of 88 |
US Inflation Adjusted | +6.12% |
+8.28%
Oct 2001 - Sep 2021 |
+4.61%
Apr 2000 - Mar 2020 |
0.00%
0 out of 88 |
To obtain comprehensive information, please consult the iShares MSCI Australia ETF (EWA) ETF: Historical Returns page.