iShares MSCI EAFE Growth ETF (EFG): Rolling Returns

Data Source: from September 2005 to June 2024 (~19 years)
Consolidated Returns as of 30 June 2024

Holding the iShares MSCI EAFE Growth ETF (EFG) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~19 years), the longest period with a negative return lasted 112 months (from November 2007 to February 2017).

This means that every rolling period of 113 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MSCI EAFE Growth ETF (EFG) 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.

ISHARES MSCI EAFE GROWTH ETF (EFG) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 September 2005 - 30 June 2024 (~19 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.33% +51.45%
Mar 2009 - Feb 2010
-49.15%
Mar 2008 - Feb 2009
30.70%
66 out of 215
US Inflation Adjusted +5.37% +48.26%
Mar 2009 - Feb 2010
-49.16%
Mar 2008 - Feb 2009
34.42%
74 out of 215
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.81% +35.53%
Mar 2009 - Feb 2011
-26.81%
Mar 2007 - Feb 2009
28.57%
58 out of 203
US Inflation Adjusted +2.70% +32.69%
Mar 2009 - Feb 2011
-28.28%
Mar 2007 - Feb 2009
37.44%
76 out of 203
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.59% +20.02%
Mar 2009 - Feb 2012
-14.09%
Mar 2006 - Feb 2009
24.08%
46 out of 191
US Inflation Adjusted +3.37% +17.22%
Mar 2009 - Feb 2012
-15.92%
Mar 2006 - Feb 2009
32.46%
62 out of 191
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.57% +17.41%
Mar 2009 - Feb 2013
-8.99%
Oct 2007 - Sep 2011
18.44%
33 out of 179
US Inflation Adjusted +3.48% +14.77%
Mar 2009 - Feb 2013
-10.86%
Oct 2007 - Sep 2011
26.26%
47 out of 179
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.40% +17.35%
Mar 2009 - Feb 2014
-5.61%
Jun 2007 - May 2012
13.77%
23 out of 167
US Inflation Adjusted +3.01% +14.98%
Mar 2009 - Feb 2014
-7.50%
Jun 2007 - May 2012
22.16%
37 out of 167
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.42% +14.46%
Mar 2009 - Feb 2015
-1.16%
Jun 2006 - May 2012
9.68%
15 out of 155
US Inflation Adjusted +3.23% +12.55%
Mar 2009 - Feb 2015
-3.24%
Jun 2006 - May 2012
21.29%
33 out of 155
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.15% +10.40%
Mar 2009 - Feb 2016
-0.52%
Nov 2007 - Oct 2014
2.10%
3 out of 143
US Inflation Adjusted +3.66% +8.68%
Mar 2009 - Feb 2016
-2.30%
Nov 2007 - Oct 2014
9.79%
14 out of 143
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.51% +10.51%
Mar 2009 - Feb 2017
-0.50%
Oct 2007 - Sep 2015
1.53%
2 out of 131
US Inflation Adjusted +3.18% +8.63%
Mar 2009 - Feb 2017
-2.10%
Oct 2007 - Sep 2015
12.98%
17 out of 131
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.19% +11.71%
Mar 2009 - Feb 2018
-0.60%
Dec 2007 - Nov 2016
2.52%
3 out of 119
US Inflation Adjusted +2.74% +9.75%
Mar 2009 - Feb 2018
-2.11%
Dec 2007 - Nov 2016
13.45%
16 out of 119
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.59% +10.01%
Mar 2009 - Feb 2019
+1.36%
Jan 2007 - Dec 2016
0.00%
0 out of 107
US Inflation Adjusted +2.80% +8.10%
Mar 2009 - Feb 2019
-0.43%
Jan 2007 - Dec 2016
4.67%
5 out of 107
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.71% +9.68%
Mar 2009 - Feb 2020
+0.89%
Nov 2007 - Oct 2018
0.00%
0 out of 95
US Inflation Adjusted +3.09% +7.73%
Mar 2009 - Feb 2020
-0.83%
Nov 2007 - Oct 2018
3.16%
3 out of 95
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.32% +11.01%
Mar 2009 - Feb 2021
+1.94%
Apr 2008 - Mar 2020
0.00%
0 out of 83
US Inflation Adjusted +2.97% +9.04%
Mar 2009 - Feb 2021
+0.26%
Jan 2007 - Dec 2018
0.00%
0 out of 83
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.99% +9.94%
Mar 2009 - Feb 2022
+1.95%
Apr 2007 - Mar 2020
0.00%
0 out of 71
US Inflation Adjusted +2.81% +7.51%
Mar 2009 - Feb 2022
+0.17%
Apr 2007 - Mar 2020
0.00%
0 out of 71
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.62% +8.64%
Mar 2009 - Feb 2023
+2.89%
Jul 2008 - Jun 2022
0.00%
0 out of 59
US Inflation Adjusted +2.73% +5.97%
Mar 2009 - Feb 2023
+0.68%
Jul 2008 - Jun 2022
0.00%
0 out of 59
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.20% +9.19%
Mar 2009 - Feb 2024
+1.35%
Oct 2007 - Sep 2022
0.00%
0 out of 47
US Inflation Adjusted +3.21% +6.45%
Mar 2009 - Feb 2024
-1.00%
Oct 2007 - Sep 2022
6.38%
3 out of 47
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.61% +6.71%
Sep 2005 - Aug 2021
+1.98%
Nov 2007 - Oct 2023
0.00%
0 out of 35
US Inflation Adjusted +1.17% +4.53%
Sep 2005 - Aug 2021
-0.45%
Nov 2007 - Oct 2023
5.71%
2 out of 35
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.10% +4.73%
Dec 2005 - Nov 2022
+3.38%
Nov 2006 - Oct 2023
0.00%
0 out of 23
US Inflation Adjusted +1.62% +2.23%
Dec 2005 - Nov 2022
+0.85%
Nov 2006 - Oct 2023
0.00%
0 out of 23
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.77% +4.99%
Sep 2005 - Aug 2023
+4.23%
May 2006 - Apr 2024
0.00%
0 out of 11
US Inflation Adjusted +2.21% +2.43%
Sep 2005 - Aug 2023
+1.68%
May 2006 - Apr 2024
0.00%
0 out of 11
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares MSCI EAFE Growth ETF (EFG) ETF: Historical Returns page.