Data Source: from September 2005 to April 2024 (~19 years)
Consolidated Returns as of 30 April 2024
Consolidated Returns as of 30 April 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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 September 2005 - 30 April 2024 (~19 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.87% |
+51.45%
Mar 2009 - Feb 2010 |
-49.15%
Mar 2008 - Feb 2009 |
30.99%
66 out of 213 |
| US Inflation Adjusted | +5.30% |
+48.26%
Mar 2009 - Feb 2010 |
-49.16%
Mar 2008 - Feb 2009 |
34.74%
74 out of 213 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 2 Years (24 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +4.71% |
+35.53%
Mar 2009 - Feb 2011 |
-26.81%
Mar 2007 - Feb 2009 |
28.86%
58 out of 201 |
| US Inflation Adjusted | +2.65% |
+32.69%
Mar 2009 - Feb 2011 |
-28.28%
Mar 2007 - Feb 2009 |
37.81%
76 out of 201 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.65% |
+20.02%
Mar 2009 - Feb 2012 |
-14.09%
Mar 2006 - Feb 2009 |
23.81%
45 out of 189 |
| US Inflation Adjusted | +3.37% |
+17.22%
Mar 2009 - Feb 2012 |
-15.92%
Mar 2006 - Feb 2009 |
31.75%
60 out of 189 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 4 Years (48 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.45% |
+17.41%
Mar 2009 - Feb 2013 |
-8.99%
Oct 2007 - Sep 2011 |
18.64%
33 out of 177 |
| US Inflation Adjusted | +3.49% |
+14.77%
Mar 2009 - Feb 2013 |
-10.86%
Oct 2007 - Sep 2011 |
26.55%
47 out of 177 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 5 Years (60 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.37% |
+17.35%
Mar 2009 - Feb 2014 |
-5.61%
Jun 2007 - May 2012 |
13.94%
23 out of 165 |
| US Inflation Adjusted | +3.02% |
+14.98%
Mar 2009 - Feb 2014 |
-7.50%
Jun 2007 - May 2012 |
22.42%
37 out of 165 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 6 Years (72 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.37% |
+14.46%
Mar 2009 - Feb 2015 |
-1.16%
Jun 2006 - May 2012 |
9.80%
15 out of 153 |
| US Inflation Adjusted | +3.23% |
+12.55%
Mar 2009 - Feb 2015 |
-3.24%
Jun 2006 - May 2012 |
21.57%
33 out of 153 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.13% |
+10.40%
Mar 2009 - Feb 2016 |
-0.52%
Nov 2007 - Oct 2014 |
2.13%
3 out of 141 |
| US Inflation Adjusted | +3.73% |
+8.68%
Mar 2009 - Feb 2016 |
-2.30%
Nov 2007 - Oct 2014 |
9.93%
14 out of 141 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 8 Years (96 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.49% |
+10.51%
Mar 2009 - Feb 2017 |
-0.50%
Oct 2007 - Sep 2015 |
1.55%
2 out of 129 |
| US Inflation Adjusted | +3.10% |
+8.63%
Mar 2009 - Feb 2017 |
-2.10%
Oct 2007 - Sep 2015 |
13.18%
17 out of 129 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 9 Years (108 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.16% |
+11.71%
Mar 2009 - Feb 2018 |
-0.60%
Dec 2007 - Nov 2016 |
2.56%
3 out of 117 |
| US Inflation Adjusted | +2.74% |
+9.75%
Mar 2009 - Feb 2018 |
-2.11%
Dec 2007 - Nov 2016 |
13.68%
16 out of 117 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 10 Years (120 months)
Swipe left to see all data
| 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 105 |
| US Inflation Adjusted | +2.86% |
+8.10%
Mar 2009 - Feb 2019 |
-0.43%
Jan 2007 - Dec 2016 |
4.76%
5 out of 105 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 11 Years (132 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.53% |
+9.68%
Mar 2009 - Feb 2020 |
+0.89%
Nov 2007 - Oct 2018 |
0.00%
0 out of 93 |
| US Inflation Adjusted | +3.01% |
+7.73%
Mar 2009 - Feb 2020 |
-0.83%
Nov 2007 - Oct 2018 |
3.23%
3 out of 93 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 12 Years (144 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.13% |
+11.01%
Mar 2009 - Feb 2021 |
+1.94%
Apr 2008 - Mar 2020 |
0.00%
0 out of 81 |
| US Inflation Adjusted | +2.86% |
+9.04%
Mar 2009 - Feb 2021 |
+0.26%
Jan 2007 - Dec 2018 |
0.00%
0 out of 81 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 13 Years (156 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +4.79% |
+9.94%
Mar 2009 - Feb 2022 |
+1.95%
Apr 2007 - Mar 2020 |
0.00%
0 out of 69 |
| US Inflation Adjusted | +2.81% |
+7.51%
Mar 2009 - Feb 2022 |
+0.17%
Apr 2007 - Mar 2020 |
0.00%
0 out of 69 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 14 Years (168 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +4.60% |
+8.64%
Mar 2009 - Feb 2023 |
+2.89%
Jul 2008 - Jun 2022 |
0.00%
0 out of 57 |
| US Inflation Adjusted | +2.73% |
+5.97%
Mar 2009 - Feb 2023 |
+0.68%
Jul 2008 - Jun 2022 |
0.00%
0 out of 57 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.18% |
+9.19%
Mar 2009 - Feb 2024 |
+1.35%
Oct 2007 - Sep 2022 |
0.00%
0 out of 45 |
| US Inflation Adjusted | +2.95% |
+6.45%
Mar 2009 - Feb 2024 |
-1.00%
Oct 2007 - Sep 2022 |
6.67%
3 out of 45 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.60% |
+6.71%
Sep 2005 - Aug 2021 |
+1.98%
Nov 2007 - Oct 2023 |
0.00%
0 out of 33 |
| US Inflation Adjusted | +1.15% |
+4.53%
Sep 2005 - Aug 2021 |
-0.45%
Nov 2007 - Oct 2023 |
6.06%
2 out of 33 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +4.17% |
+4.73%
Dec 2005 - Nov 2022 |
+3.38%
Nov 2006 - Oct 2023 |
0.00%
0 out of 21 |
| US Inflation Adjusted | +1.63% |
+2.23%
Dec 2005 - Nov 2022 |
+0.85%
Nov 2006 - Oct 2023 |
0.00%
0 out of 21 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +4.78% |
+4.99%
Sep 2005 - Aug 2023 |
+4.23%
May 2006 - Apr 2024 |
0.00%
0 out of 9 |
| US Inflation Adjusted | +2.21% |
+2.43%
Sep 2005 - Aug 2023 |
+1.70%
May 2006 - Apr 2024 |
0.00%
0 out of 9 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the iShares MSCI EAFE Growth ETF (EFG) ETF: Historical Returns page.
