iShares MSCI EAFE Small-Cap (SCZ): Rolling Returns

Data Source: from January 1975 to January 2024 (~49 years)
Consolidated Returns as of 31 January 2024

Holding the iShares MSCI EAFE Small-Cap (SCZ) 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 149 months (from September 1989 to January 2002).

This means that every rolling period of 150 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MSCI EAFE Small-Cap (SCZ) 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

ISHARES MSCI EAFE SMALL-CAP (SCZ) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 4.63% (updated at Jan 31, 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.

ISHARES MSCI EAFE SMALL-CAP (SCZ) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1975 - 31 January 2024 (~49 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -54.52 11/2007
10/2008
0.45$ -10.22 0.89$ 5.79 1.05$ 29.77 1.29$ 89.97 04/2003
03/2004
1.89$ 1.71 35.24%
2Y -36.23 03/2007
02/2009
0.40$ -6.48 0.87$ 5.16 1.10$ 26.07 1.58$ 54.81 04/2003
03/2005
2.39$ -3.91 29.67%
3Y -20.24 03/2006
02/2009
0.50$ -2.72 0.92$ 6.05 1.19$ 19.83 1.72$ 46.13 04/2003
03/2006
3.12$ -1.40 26.77%
4Y -11.10 03/2005
02/2009
0.62$ -2.20 0.91$ 6.13 1.26$ 16.79 1.86$ 40.33 04/2003
03/2007
3.87$ 2.62 26.84%
5Y -7.11 06/2007
05/2012
0.69$ -0.90 0.95$ 5.37 1.29$ 18.10 2.29$ 33.55 11/2002
10/2007
4.24$ 4.23 19.93%
6Y -2.35 07/2007
06/2013
0.86$ -0.48 0.97$ 7.15 1.51$ 16.16 2.45$ 27.54 11/2001
10/2007
4.30$ 0.68 17.99%
7Y -1.95 10/1994
09/2001
0.87$ 2.10 1.15$ 8.23 1.73$ 15.27 2.70$ 23.29 11/2000
10/2007
4.32$ 4.93 7.58%
8Y -1.91 02/1994
01/2002
0.85$ 3.47 1.31$ 7.35 1.76$ 14.60 2.97$ 20.59 03/1999
02/2007
4.47$ 5.98 4.15%
9Y -0.94 02/1994
01/2003
0.91$ 3.87 1.40$ 8.19 2.03$ 13.47 3.11$ 19.77 10/1998
09/2007
5.07$ 5.53 1.19%
10Y 2.46 04/2007
03/2017
1.27$ 5.39 1.69$ 8.64 2.29$ 12.54 3.26$ 16.18 01/1998
12/2007
4.48$ 4.63 0.00%
11Y 2.39 11/2007
10/2018
1.29$ 5.44 1.79$ 8.78 2.52$ 11.84 3.42$ 14.50 03/2003
02/2014
4.43$ 5.94 0.00%
12Y 2.34 06/2007
05/2019
1.31$ 5.29 1.85$ 8.95 2.79$ 11.68 3.76$ 13.78 03/2009
02/2021
4.70$ 6.76 0.00%
13Y 1.09 04/2007
03/2020
1.15$ 4.95 1.87$ 8.60 2.92$ 11.52 4.12$ 12.46 03/2009
02/2022
4.60$ 5.52 0.00%
14Y 2.59 04/2006
03/2020
1.43$ 4.78 1.92$ 8.51 3.13$ 10.93 4.27$ 12.09 04/2003
03/2017
4.94$ 6.80 0.00%
15Y 1.82 10/2007
09/2022
1.31$ 5.22 2.14$ 7.69 3.03$ 10.86 4.69$ 13.09 02/2003
01/2018
6.32$ 9.63 0.00%
16Y 2.20 11/2007
10/2023
1.41$ 5.48 2.34$ 7.81 3.33$ 10.75 5.11$ 12.71 02/2002
01/2018
6.77$ 4.48 0.00%
17Y 3.45 11/2006
10/2023
1.78$ 6.01 2.69$ 8.79 4.18$ 10.43 5.39$ 11.48 10/2001
09/2018
6.34$ 3.56 0.00%
18Y 4.54 02/2006
01/2024
2.22$ 6.16 2.93$ 8.72 4.50$ 10.36 5.89$ 11.66 04/2003
03/2021
7.27$ 4.54 0.00%
19Y 5.69 02/2005
01/2024
2.86$ 6.98 3.60$ 8.61 4.80$ 10.69 6.88$ 11.61 11/2002
10/2021
8.05$ 5.69 0.00%
20Y 6.80 11/2003
10/2023
3.72$ 7.28 4.07$ 8.84 5.43$ 10.07 6.81$ 11.08 10/2001
09/2021
8.18$ 6.82 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -56.16 11/2007
10/2008
0.43$ -12.57 0.87$ 3.54 1.03$ 26.69 1.26$ 86.72 04/2003
03/2004
1.86$ -1.35 42.12%
2Y -37.52 03/2007
02/2009
0.39$ -9.45 0.81$ 2.73 1.05$ 23.24 1.51$ 51.23 03/2003
02/2005
2.28$ -8.24 39.76%
3Y -21.94 03/2006
02/2009
0.47$ -5.57 0.84$ 4.02 1.12$ 17.15 1.60$ 42.17 04/2003
03/2006
2.87$ -6.68 35.38%
4Y -13.30 03/2005
02/2009
0.56$ -4.39 0.83$ 4.09 1.17$ 14.15 1.69$ 36.52 04/2003
03/2007
3.47$ -1.88 38.34%
5Y -8.97 06/2007
05/2012
0.62$ -3.40 0.84$ 3.48 1.18$ 15.74 2.07$ 29.77 11/2002
10/2007
3.68$ 0.07 33.55%
6Y -4.53 11/1994
10/2000
0.75$ -2.69 0.84$ 5.14 1.35$ 13.29 2.11$ 24.10 11/2001
10/2007
3.65$ -2.93 26.99%
7Y -4.39 10/1994
09/2001
0.73$ -0.09 0.99$ 6.13 1.51$ 12.56 2.28$ 20.07 11/2000
10/2007
3.59$ 1.39 15.88%
8Y -4.27 02/1994
01/2002
0.70$ 1.01 1.08$ 5.12 1.49$ 11.90 2.45$ 17.39 03/1999
02/2007
3.60$ 2.53 10.57%
9Y -3.35 02/1994
01/2003
0.73$ 1.56 1.14$ 5.98 1.68$ 10.87 2.53$ 16.57 10/1998
09/2007
3.97$ 2.33 5.14%
10Y 0.56 11/2013
10/2023
1.05$ 2.92 1.33$ 6.44 1.86$ 9.87 2.56$ 13.11 01/1998
12/2007
3.42$ 1.80 0.00%
11Y 0.64 11/2007
10/2018
1.07$ 3.23 1.41$ 6.57 2.01$ 9.13 2.61$ 11.93 03/2003
02/2014
3.45$ 3.18 0.00%
12Y 0.56 06/2007
05/2019
1.06$ 2.81 1.39$ 6.36 2.09$ 9.02 2.82$ 11.76 03/2009
02/2021
3.79$ 4.06 0.00%
13Y -0.68 04/2007
03/2020
0.91$ 2.74 1.42$ 6.13 2.16$ 9.17 3.12$ 10.05 11/2002
10/2015
3.47$ 2.82 0.98%
14Y 0.41 03/1995
02/2009
1.05$ 2.86 1.48$ 5.92 2.23$ 8.53 3.14$ 9.85 04/2003
03/2017
3.72$ 4.14 0.00%
15Y -0.53 10/2007
09/2022
0.92$ 2.99 1.55$ 5.31 2.17$ 8.51 3.40$ 10.78 02/2003
01/2018
4.64$ 6.89 1.66%
16Y -0.24 11/2007
10/2023
0.96$ 3.12 1.63$ 5.46 2.33$ 8.46 3.66$ 10.36 02/2002
01/2018
4.84$ 2.04 0.59%
17Y 0.92 11/2006
10/2023
1.16$ 3.52 1.80$ 6.50 2.91$ 8.19 3.81$ 9.23 10/2001
09/2018
4.48$ 1.03 0.00%
18Y 2.02 02/2006
01/2024
1.43$ 3.61 1.89$ 6.34 3.02$ 8.05 4.02$ 9.42 04/2003
03/2021
5.05$ 2.02 0.00%
19Y 3.06 02/2005
01/2024
1.77$ 4.36 2.24$ 6.33 3.21$ 8.33 4.57$ 9.15 11/2002
10/2021
5.28$ 3.06 0.00%
20Y 4.12 11/2003
10/2023
2.24$ 4.87 2.58$ 6.39 3.45$ 7.80 4.48$ 8.72 10/2001
09/2021
5.32$ 4.14 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -54.52 11/2007
10/2008
0.45$ -7.87 0.92$ 9.03 1.09$ 33.43 1.33$ 89.97 04/2003
03/2004
1.89$ 1.71 29.24%
2Y -36.23 03/2007
02/2009
0.40$ -3.72 0.92$ 9.27 1.19$ 27.76 1.63$ 69.03 10/1985
09/1987
2.85$ -3.91 23.85%
3Y -20.24 03/2006
02/2009
0.50$ -0.91 0.97$ 8.87 1.29$ 26.80 2.03$ 57.72 08/1984
07/1987
3.92$ -1.40 19.49%
4Y -11.10 03/2005
02/2009
0.62$ -0.56 0.97$ 8.19 1.36$ 23.84 2.35$ 42.01 08/1984
07/1988
4.06$ 2.62 16.42%
5Y -7.11 06/2007
05/2012
0.69$ 0.70 1.03$ 8.30 1.49$ 22.95 2.80$ 42.31 08/1982
07/1987
5.83$ 4.23 12.45%
6Y -2.35 07/2007
06/2013
0.86$ 1.26 1.07$ 8.80 1.65$ 20.66 3.08$ 34.99 08/1982
07/1988
6.05$ 0.68 10.42%
7Y -1.95 10/1994
09/2001
0.87$ 2.59 1.19$ 9.12 1.84$ 20.00 3.58$ 34.50 08/1982
07/1989
7.96$ 4.93 4.74%
8Y -1.91 02/1994
01/2002
0.85$ 2.79 1.24$ 9.45 2.05$ 18.94 4.00$ 28.29 08/1982
07/1990
7.33$ 5.98 3.44%
9Y -1.93 10/1989
09/1998
0.83$ 3.22 1.33$ 9.52 2.26$ 19.58 4.99$ 23.78 05/1980
04/1989
6.82$ 5.53 3.11%
10Y 0.40 02/1989
01/1999
1.04$ 3.47 1.40$ 9.79 2.54$ 18.62 5.51$ 24.26 09/1977
08/1987
8.77$ 4.63 0.00%
11Y 0.45 12/1989
11/2000
1.05$ 4.07 1.55$ 9.87 2.81$ 17.45 5.86$ 23.19 09/1976
08/1987
9.91$ 5.94 0.00%
12Y 0.00 10/1989
09/2001
1.00$ 4.04 1.60$ 9.50 2.97$ 16.82 6.45$ 22.64 09/1977
08/1989
11.58$ 6.76 0.00%
13Y 0.39 10/1989
09/2002
1.05$ 4.53 1.77$ 9.68 3.32$ 15.96 6.85$ 22.04 12/1976
11/1989
13.32$ 5.52 0.00%
14Y 1.56 02/1989
01/2003
1.24$ 4.75 1.91$ 9.93 3.76$ 15.39 7.42$ 21.31 01/1975
12/1988
14.94$ 6.80 0.00%
15Y 1.82 10/2007
09/2022
1.31$ 5.35 2.18$ 9.76 4.04$ 15.10 8.24$ 21.42 01/1975
12/1989
18.38$ 9.63 0.00%
16Y 2.20 11/2007
10/2023
1.41$ 6.19 2.61$ 9.70 4.39$ 14.19 8.35$ 18.05 01/1975
12/1990
14.23$ 4.48 0.00%
17Y 3.45 11/2006
10/2023
1.78$ 6.68 3.00$ 9.20 4.46$ 13.57 8.70$ 17.53 02/1977
01/1994
15.57$ 3.56 0.00%
18Y 3.75 03/1991
02/2009
1.93$ 7.09 3.43$ 9.41 5.04$ 12.51 8.34$ 16.71 01/1975
12/1992
16.13$ 4.54 0.00%
19Y 3.06 03/1990
02/2009
1.77$ 7.06 3.65$ 9.64 5.74$ 11.76 8.26$ 17.37 01/1975
12/1993
20.98$ 5.69 0.00%
20Y 3.34 03/1989
02/2009
1.92$ 7.26 4.06$ 9.70 6.36$ 12.23 10.04$ 16.27 01/1975
12/1994
20.38$ 6.82 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -56.16 11/2007
10/2008
0.43$ -10.85 0.89$ 4.85 1.04$ 28.22 1.28$ 86.72 04/2003
03/2004
1.86$ -1.35 39.10%
2Y -37.52 03/2007
02/2009
0.39$ -7.44 0.85$ 4.75 1.09$ 23.14 1.51$ 64.09 10/1985
09/1987
2.69$ -8.24 33.92%
3Y -21.94 03/2006
02/2009
0.47$ -4.77 0.86$ 5.77 1.18$ 22.34 1.83$ 53.11 08/1984
07/1987
3.58$ -6.68 30.69%
4Y -13.30 03/2005
02/2009
0.56$ -3.61 0.86$ 4.78 1.20$ 20.08 2.07$ 37.49 08/1984
07/1988
3.57$ -1.88 30.44%
5Y -8.97 06/2007
05/2012
0.62$ -2.15 0.89$ 3.98 1.21$ 19.55 2.44$ 37.98 08/1982
07/1987
5.00$ 0.07 24.34%
6Y -4.53 11/1994
10/2000
0.75$ -1.55 0.91$ 4.90 1.33$ 16.98 2.56$ 30.68 08/1982
07/1988
4.97$ -2.93 20.27%
7Y -4.39 10/1994
09/2001
0.73$ -0.05 0.99$ 5.71 1.47$ 15.90 2.80$ 29.89 08/1982
07/1989
6.23$ 1.39 15.42%
8Y -4.65 01/1990
12/1997
0.68$ 0.22 1.01$ 5.64 1.55$ 14.71 2.99$ 23.70 08/1982
07/1990
5.48$ 2.53 13.77%
9Y -4.83 10/1989
09/1998
0.64$ 0.70 1.06$ 6.28 1.72$ 14.35 3.34$ 18.74 08/1982
07/1991
4.69$ 2.33 10.37%
10Y -2.63 02/1989
01/1999
0.76$ 0.92 1.09$ 6.79 1.92$ 13.53 3.55$ 16.72 09/1977
08/1987
4.69$ 1.80 8.51%
11Y -2.47 12/1989
11/2000
0.75$ 1.64 1.19$ 7.24 2.15$ 12.74 3.73$ 16.21 08/1982
07/1993
5.21$ 3.18 8.30%
12Y -2.92 10/1989
09/2001
0.70$ 1.60 1.20$ 6.79 2.20$ 12.09 3.93$ 15.70 08/1982
07/1994
5.75$ 4.06 5.83%
13Y -2.44 10/1989
09/2002
0.72$ 2.45 1.36$ 6.97 2.40$ 11.27 4.00$ 14.99 12/1976
11/1989
6.14$ 2.82 6.45%
14Y -1.37 02/1989
01/2003
0.82$ 2.74 1.46$ 7.16 2.63$ 10.65 4.12$ 14.21 01/1975
12/1988
6.42$ 4.14 3.79%
15Y -0.86 10/1987
09/2002
0.87$ 2.57 1.46$ 6.92 2.72$ 9.99 4.17$ 14.43 01/1975
12/1989
7.55$ 6.89 1.95%
16Y -0.24 11/2007
10/2023
0.96$ 3.34 1.69$ 7.09 2.99$ 9.31 4.15$ 11.26 02/1978
01/1994
5.51$ 2.04 0.25%
17Y 0.92 11/2006
10/2023
1.16$ 3.98 1.94$ 6.61 2.97$ 8.90 4.25$ 11.38 02/1977
01/1994
6.25$ 1.03 0.00%
18Y 1.15 03/1991
02/2009
1.22$ 4.32 2.14$ 6.34 3.02$ 8.52 4.36$ 10.46 11/1976
10/1994
5.99$ 2.02 0.00%
19Y 0.34 03/1990
02/2009
1.06$ 4.42 2.27$ 6.55 3.33$ 8.57 4.76$ 11.14 01/1975
12/1993
7.44$ 3.06 0.00%
20Y 0.49 03/1989
02/2009
1.10$ 4.69 2.50$ 6.54 3.54$ 8.58 5.18$ 10.26 01/1975
12/1994
7.04$ 4.14 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.03% +89.97%
Apr 2003 - Mar 2004
-54.52%
Nov 2007 - Oct 2008
29.24%
169 out of 578
US Inflation Adjusted +4.85% +86.72%
Apr 2003 - Mar 2004
-56.16%
Nov 2007 - Oct 2008
39.10%
226 out of 578
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.27% +69.03%
Oct 1985 - Sep 1987
-36.23%
Mar 2007 - Feb 2009
23.85%
135 out of 566
US Inflation Adjusted +4.75% +64.09%
Oct 1985 - Sep 1987
-37.52%
Mar 2007 - Feb 2009
33.92%
192 out of 566
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 +8.87% +57.72%
Aug 1984 - Jul 1987
-20.24%
Mar 2006 - Feb 2009
19.49%
108 out of 554
US Inflation Adjusted +5.77% +53.11%
Aug 1984 - Jul 1987
-21.94%
Mar 2006 - Feb 2009
30.69%
170 out of 554
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.19% +42.01%
Aug 1984 - Jul 1988
-11.10%
Mar 2005 - Feb 2009
16.42%
89 out of 542
US Inflation Adjusted +4.78% +37.49%
Aug 1984 - Jul 1988
-13.30%
Mar 2005 - Feb 2009
30.44%
165 out of 542
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 +8.30% +42.31%
Aug 1982 - Jul 1987
-7.11%
Jun 2007 - May 2012
12.45%
66 out of 530
US Inflation Adjusted +3.98% +37.98%
Aug 1982 - Jul 1987
-8.97%
Jun 2007 - May 2012
24.34%
129 out of 530
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 +8.80% +34.99%
Aug 1982 - Jul 1988
-2.35%
Jul 2007 - Jun 2013
10.42%
54 out of 518
US Inflation Adjusted +4.90% +30.68%
Aug 1982 - Jul 1988
-4.53%
Nov 1994 - Oct 2000
20.27%
105 out of 518
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 +9.12% +34.50%
Aug 1982 - Jul 1989
-1.95%
Oct 1994 - Sep 2001
4.74%
24 out of 506
US Inflation Adjusted +5.71% +29.89%
Aug 1982 - Jul 1989
-4.39%
Oct 1994 - Sep 2001
15.42%
78 out of 506
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.45% +28.29%
Aug 1982 - Jul 1990
-1.91%
Feb 1994 - Jan 2002
3.44%
17 out of 494
US Inflation Adjusted +5.64% +23.70%
Aug 1982 - Jul 1990
-4.65%
Jan 1990 - Dec 1997
13.77%
68 out of 494
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.52% +23.78%
May 1980 - Apr 1989
-1.93%
Oct 1989 - Sep 1998
3.11%
15 out of 482
US Inflation Adjusted +6.28% +18.74%
Aug 1982 - Jul 1991
-4.83%
Oct 1989 - Sep 1998
10.37%
50 out of 482
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.79% +24.26%
Sep 1977 - Aug 1987
+0.40%
Feb 1989 - Jan 1999
0.00%
0 out of 470
US Inflation Adjusted +6.79% +16.72%
Sep 1977 - Aug 1987
-2.63%
Feb 1989 - Jan 1999
8.51%
40 out of 470
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.87% +23.19%
Sep 1976 - Aug 1987
+0.45%
Dec 1989 - Nov 2000
0.00%
0 out of 458
US Inflation Adjusted +7.24% +16.21%
Aug 1982 - Jul 1993
-2.47%
Dec 1989 - Nov 2000
8.30%
38 out of 458
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.50% +22.64%
Sep 1977 - Aug 1989
+0.00%
Oct 1989 - Sep 2001
0.00%
0 out of 446
US Inflation Adjusted +6.79% +15.70%
Aug 1982 - Jul 1994
-2.92%
Oct 1989 - Sep 2001
5.83%
26 out of 446
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.68% +22.04%
Dec 1976 - Nov 1989
+0.39%
Oct 1989 - Sep 2002
0.00%
0 out of 434
US Inflation Adjusted +6.97% +14.99%
Dec 1976 - Nov 1989
-2.44%
Oct 1989 - Sep 2002
6.45%
28 out of 434
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.93% +21.31%
Jan 1975 - Dec 1988
+1.56%
Feb 1989 - Jan 2003
0.00%
0 out of 422
US Inflation Adjusted +7.16% +14.21%
Jan 1975 - Dec 1988
-1.37%
Feb 1989 - Jan 2003
3.79%
16 out of 422
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.76% +21.42%
Jan 1975 - Dec 1989
+1.82%
Oct 2007 - Sep 2022
0.00%
0 out of 410
US Inflation Adjusted +6.92% +14.43%
Jan 1975 - Dec 1989
-0.86%
Oct 1987 - Sep 2002
1.95%
8 out of 410
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.70% +18.05%
Jan 1975 - Dec 1990
+2.20%
Nov 2007 - Oct 2023
0.00%
0 out of 398
US Inflation Adjusted +7.09% +11.26%
Feb 1978 - Jan 1994
-0.24%
Nov 2007 - Oct 2023
0.25%
1 out of 398
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.20% +17.53%
Feb 1977 - Jan 1994
+3.45%
Nov 2006 - Oct 2023
0.00%
0 out of 386
US Inflation Adjusted +6.61% +11.38%
Feb 1977 - Jan 1994
+0.92%
Nov 2006 - Oct 2023
0.00%
0 out of 386
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.41% +16.71%
Jan 1975 - Dec 1992
+3.75%
Mar 1991 - Feb 2009
0.00%
0 out of 374
US Inflation Adjusted +6.34% +10.46%
Nov 1976 - Oct 1994
+1.15%
Mar 1991 - Feb 2009
0.00%
0 out of 374
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.64% +17.37%
Jan 1975 - Dec 1993
+3.06%
Mar 1990 - Feb 2009
0.00%
0 out of 362
US Inflation Adjusted +6.55% +11.14%
Jan 1975 - Dec 1993
+0.34%
Mar 1990 - Feb 2009
0.00%
0 out of 362
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.70% +16.27%
Jan 1975 - Dec 1994
+3.34%
Mar 1989 - Feb 2009
0.00%
0 out of 350
US Inflation Adjusted +6.54% +10.26%
Jan 1975 - Dec 1994
+0.49%
Mar 1989 - Feb 2009
0.00%
0 out of 350
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares MSCI EAFE Small-Cap (SCZ) ETF: Historical Returns page.