iShares MSCI EAFE Value (EFV): Rolling Returns

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

Holding the iShares MSCI EAFE Value (EFV) 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 189 months (from January 2007 to September 2022).

This means that every rolling period of 190 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MSCI EAFE Value (EFV) 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 VALUE (EFV) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 3.37% (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 VALUE (EFV) 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 -51.32 03/2008
02/2009
0.48$ -10.96 0.89$ 5.35 1.05$ 25.36 1.25$ 74.03 04/2003
03/2004
1.74$ 8.71 38.11%
2Y -32.77 03/2007
02/2009
0.45$ -7.26 0.85$ 5.48 1.11$ 20.16 1.44$ 44.81 03/2003
02/2005
2.09$ 4.52 28.49%
3Y -17.56 03/2006
02/2009
0.56$ -3.74 0.89$ 5.14 1.16$ 13.27 1.45$ 38.18 04/2003
03/2006
2.63$ 7.54 25.85%
4Y -10.88 10/2007
09/2011
0.63$ -1.68 0.93$ 4.16 1.17$ 11.22 1.53$ 34.01 04/2003
03/2007
3.22$ 5.80 20.45%
5Y -9.23 06/2007
05/2012
0.61$ -0.75 0.96$ 4.59 1.25$ 10.97 1.68$ 27.64 11/2002
10/2007
3.38$ 5.46 18.60%
6Y -3.97 04/2014
03/2020
0.78$ 0.22 1.01$ 4.28 1.28$ 9.83 1.75$ 20.90 11/2001
10/2007
3.12$ 1.93 13.84%
7Y -1.64 11/2013
10/2020
0.89$ 1.00 1.07$ 4.60 1.36$ 10.81 2.05$ 15.13 11/2000
10/2007
2.68$ 4.90 4.33%
8Y -2.37 10/2007
09/2015
0.82$ 1.83 1.15$ 4.42 1.41$ 9.96 2.13$ 13.69 06/1999
05/2007
2.79$ 6.21 7.92%
9Y -2.58 07/2007
06/2016
0.79$ 1.76 1.16$ 5.29 1.59$ 9.34 2.23$ 14.20 10/1998
09/2007
3.30$ 3.99 7.11%
10Y -0.48 01/2007
12/2016
0.95$ 2.13 1.23$ 5.77 1.75$ 9.22 2.41$ 12.45 11/1997
10/2007
3.23$ 3.37 3.73%
11Y -0.78 11/2007
10/2018
0.91$ 2.02 1.24$ 5.39 1.78$ 9.88 2.81$ 11.72 11/1996
10/2007
3.38$ 4.00 1.31%
12Y -1.31 05/2008
04/2020
0.85$ 2.58 1.35$ 5.13 1.82$ 9.24 2.88$ 11.80 11/1995
10/2007
3.81$ 5.16 4.61%
13Y -1.75 04/2007
03/2020
0.79$ 2.12 1.31$ 5.41 1.98$ 7.71 2.62$ 10.76 11/1994
10/2007
3.77$ 3.75 4.88%
14Y -0.28 11/2006
10/2020
0.96$ 1.84 1.29$ 5.68 2.16$ 6.98 2.57$ 9.20 06/1994
05/2008
3.42$ 4.48 1.55%
15Y -0.75 10/2007
09/2022
0.89$ 2.05 1.35$ 5.52 2.23$ 6.80 2.68$ 9.05 02/2003
01/2018
3.66$ 6.74 1.10%
16Y 0.47 10/2006
09/2022
1.07$ 2.55 1.49$ 5.45 2.33$ 6.85 2.88$ 8.03 10/2002
09/2018
3.44$ 2.26 0.00%
17Y 1.63 11/2006
10/2023
1.31$ 3.65 1.84$ 5.64 2.54$ 6.44 2.88$ 7.30 01/2003
12/2019
3.31$ 1.82 0.00%
18Y 2.94 02/2006
01/2024
1.68$ 4.19 2.09$ 5.52 2.63$ 6.40 3.05$ 7.63 04/2003
03/2021
3.75$ 2.94 0.00%
19Y 3.73 05/2001
04/2020
2.00$ 4.51 2.31$ 5.45 2.74$ 6.59 3.36$ 7.35 04/2003
03/2022
3.84$ 3.93 0.00%
20Y 3.34 04/2000
03/2020
1.93$ 4.82 2.56$ 5.55 2.94$ 6.40 3.45$ 7.00 04/2003
03/2023
3.86$ 4.86 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 -51.32 03/2008
02/2009
0.48$ -12.62 0.87$ 3.02 1.03$ 21.95 1.21$ 71.05 04/2003
03/2004
1.71$ 5.43 43.84%
2Y -34.12 03/2007
02/2009
0.43$ -8.39 0.83$ 2.32 1.04$ 17.43 1.37$ 41.46 03/2003
02/2005
2.00$ -0.19 40.06%
3Y -19.32 03/2006
02/2009
0.52$ -5.63 0.84$ 2.61 1.08$ 10.10 1.33$ 34.44 04/2003
03/2006
2.42$ 1.77 35.38%
4Y -12.71 10/2007
09/2011
0.58$ -4.29 0.83$ 1.98 1.08$ 8.41 1.38$ 30.38 04/2003
03/2007
2.88$ 1.17 37.38%
5Y -11.04 06/2007
05/2012
0.55$ -3.09 0.85$ 2.18 1.11$ 8.17 1.48$ 24.03 11/2002
10/2007
2.93$ 1.24 36.88%
6Y -5.88 06/2006
05/2012
0.69$ -2.18 0.87$ 2.13 1.13$ 7.20 1.51$ 17.64 11/2001
10/2007
2.65$ -1.72 25.95%
7Y -3.36 11/2007
10/2014
0.78$ -1.29 0.91$ 2.41 1.18$ 7.74 1.68$ 12.13 11/2000
10/2007
2.22$ 1.36 27.44%
8Y -3.94 10/2007
09/2015
0.72$ -0.54 0.95$ 2.09 1.17$ 7.22 1.74$ 10.62 06/1999
05/2007
2.24$ 2.75 20.00%
9Y -4.17 07/2007
06/2016
0.68$ -0.74 0.93$ 3.11 1.31$ 6.70 1.79$ 11.15 10/1998
09/2007
2.58$ 0.84 19.76%
10Y -2.26 12/2006
11/2016
0.79$ -0.01 0.99$ 3.34 1.38$ 6.53 1.88$ 9.58 11/1997
10/2007
2.49$ 0.57 14.94%
11Y -2.47 11/2007
10/2018
0.75$ 0.19 1.02$ 2.90 1.37$ 7.19 2.14$ 8.92 11/1996
10/2007
2.55$ 1.30 13.54%
12Y -2.81 04/2008
03/2020
0.71$ 0.41 1.05$ 2.65 1.36$ 6.46 2.11$ 8.96 11/1995
10/2007
2.79$ 2.50 11.98%
13Y -3.47 04/2007
03/2020
0.63$ 0.15 1.01$ 3.06 1.47$ 5.34 1.96$ 7.93 11/1994
10/2007
2.69$ 1.10 12.68%
14Y -2.07 11/2006
10/2020
0.74$ -0.34 0.95$ 3.23 1.56$ 4.53 1.85$ 6.46 04/2003
03/2017
2.40$ 1.88 16.58%
15Y -3.04 10/2007
09/2022
0.62$ 0.09 1.01$ 3.11 1.58$ 4.31 1.88$ 6.82 02/2003
01/2018
2.69$ 4.07 12.71%
16Y -1.88 10/2006
09/2022
0.73$ 0.41 1.06$ 3.08 1.62$ 4.41 1.99$ 5.81 10/2002
09/2018
2.46$ -0.12 13.02%
17Y -0.85 11/2006
10/2023
0.86$ 1.25 1.23$ 3.37 1.75$ 4.09 1.97$ 5.10 01/2003
12/2019
2.32$ -0.66 8.28%
18Y 0.45 02/2006
01/2024
1.08$ 1.99 1.42$ 3.29 1.78$ 4.13 2.07$ 5.47 04/2003
03/2021
2.60$ 0.45 0.00%
19Y 1.33 02/2005
01/2024
1.28$ 2.17 1.50$ 3.16 1.80$ 4.17 2.17$ 4.87 10/2002
09/2021
2.46$ 1.33 0.00%
20Y 1.24 04/2000
03/2020
1.27$ 2.52 1.64$ 3.25 1.89$ 4.05 2.21$ 4.46 03/1995
02/2015
2.39$ 2.23 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 -51.32 03/2008
02/2009
0.48$ -7.67 0.92$ 9.27 1.09$ 30.27 1.30$ 85.04 02/1986
01/1987
1.85$ 8.71 30.45%
2Y -32.77 03/2007
02/2009
0.45$ -3.57 0.92$ 8.42 1.17$ 23.54 1.52$ 76.14 10/1985
09/1987
3.10$ 4.52 21.38%
3Y -17.56 03/2006
02/2009
0.56$ -1.33 0.96$ 7.86 1.25$ 22.70 1.84$ 65.01 08/1984
07/1987
4.49$ 7.54 18.95%
4Y -10.88 10/2007
09/2011
0.63$ 0.43 1.01$ 7.01 1.31$ 19.75 2.05$ 47.51 08/1984
07/1988
4.73$ 5.80 13.47%
5Y -9.23 06/2007
05/2012
0.61$ 0.83 1.04$ 7.14 1.41$ 20.04 2.49$ 45.85 08/1982
07/1987
6.59$ 5.46 10.57%
6Y -3.97 04/2014
03/2020
0.78$ 2.26 1.14$ 7.75 1.56$ 17.25 2.59$ 38.15 08/1982
07/1988
6.95$ 1.93 7.72%
7Y -1.64 11/2013
10/2020
0.89$ 2.15 1.16$ 7.37 1.64$ 18.64 3.30$ 36.45 08/1982
07/1989
8.80$ 4.90 2.37%
8Y -2.37 10/2007
09/2015
0.82$ 2.82 1.24$ 7.39 1.76$ 20.46 4.43$ 29.48 08/1982
07/1990
7.90$ 6.21 4.25%
9Y -2.58 07/2007
06/2016
0.79$ 2.89 1.29$ 7.51 1.91$ 20.78 5.46$ 26.34 05/1980
04/1989
8.20$ 3.99 3.73%
10Y -0.48 01/2007
12/2016
0.95$ 3.55 1.41$ 7.18 2.00$ 19.66 6.01$ 26.16 09/1977
08/1987
10.21$ 3.37 1.91%
11Y -0.78 11/2007
10/2018
0.91$ 3.56 1.46$ 7.40 2.19$ 18.74 6.61$ 24.87 09/1976
08/1987
11.50$ 4.00 0.66%
12Y -1.31 05/2008
04/2020
0.85$ 3.70 1.54$ 7.76 2.45$ 18.04 7.31$ 24.26 02/1977
01/1989
13.54$ 5.16 2.24%
13Y -1.75 04/2007
03/2020
0.79$ 3.90 1.64$ 7.49 2.55$ 17.36 8.01$ 23.01 09/1976
08/1989
14.76$ 3.75 2.30%
14Y -0.28 11/2006
10/2020
0.96$ 3.78 1.68$ 7.06 2.60$ 17.03 9.03$ 22.78 01/1975
12/1988
17.68$ 4.48 0.71%
15Y -0.75 10/2007
09/2022
0.89$ 4.33 1.88$ 6.96 2.74$ 16.30 9.63$ 22.20 01/1975
12/1989
20.23$ 6.74 0.49%
16Y 0.47 10/2006
09/2022
1.07$ 4.65 2.06$ 7.07 2.98$ 15.63 10.21$ 18.83 01/1975
12/1990
15.79$ 2.26 0.00%
17Y 1.63 11/2006
10/2023
1.31$ 5.05 2.31$ 7.39 3.35$ 15.43 11.47$ 18.28 01/1975
12/1991
17.36$ 1.82 0.00%
18Y 2.94 02/2006
01/2024
1.68$ 5.22 2.50$ 7.63 3.75$ 14.90 12.18$ 17.16 01/1975
12/1992
17.30$ 2.94 0.00%
19Y 3.55 03/1990
02/2009
1.94$ 5.12 2.58$ 7.35 3.84$ 14.41 12.90$ 17.72 01/1975
12/1993
22.17$ 3.93 0.00%
20Y 3.34 04/2000
03/2020
1.93$ 5.21 2.76$ 7.01 3.87$ 13.93 13.57$ 16.86 01/1975
12/1994
22.54$ 4.86 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 -51.32 03/2008
02/2009
0.48$ -10.84 0.89$ 4.47 1.04$ 24.83 1.24$ 82.55 02/1986
01/1987
1.82$ 5.43 40.66%
2Y -34.12 03/2007
02/2009
0.43$ -6.45 0.87$ 4.33 1.08$ 18.64 1.40$ 71.00 10/1985
09/1987
2.92$ -0.19 33.75%
3Y -19.32 03/2006
02/2009
0.52$ -4.68 0.86$ 4.40 1.13$ 19.08 1.68$ 60.19 08/1984
07/1987
4.11$ 1.77 30.32%
4Y -12.71 10/2007
09/2011
0.58$ -2.78 0.89$ 3.56 1.15$ 15.30 1.76$ 42.80 08/1984
07/1988
4.15$ 1.17 28.41%
5Y -11.04 06/2007
05/2012
0.55$ -1.28 0.93$ 3.71 1.19$ 15.65 2.06$ 41.41 08/1982
07/1987
5.65$ 1.24 24.53%
6Y -5.88 06/2006
05/2012
0.69$ -0.26 0.98$ 4.05 1.26$ 13.80 2.17$ 33.73 08/1982
07/1988
5.72$ -1.72 16.60%
7Y -3.36 11/2007
10/2014
0.78$ -0.11 0.99$ 4.29 1.34$ 13.69 2.45$ 31.77 08/1982
07/1989
6.89$ 1.36 15.81%
8Y -3.94 10/2007
09/2015
0.72$ 0.59 1.04$ 4.34 1.40$ 14.78 3.01$ 24.85 08/1982
07/1990
5.90$ 2.75 10.73%
9Y -4.17 07/2007
06/2016
0.68$ 0.81 1.07$ 4.53 1.49$ 15.30 3.60$ 20.58 05/1980
04/1989
5.38$ 0.84 11.41%
10Y -2.26 12/2006
11/2016
0.79$ 1.24 1.13$ 4.39 1.53$ 14.75 3.95$ 18.50 09/1977
08/1987
5.45$ 0.57 7.66%
11Y -2.47 11/2007
10/2018
0.75$ 1.30 1.15$ 4.73 1.66$ 14.00 4.22$ 17.34 02/1978
01/1989
5.80$ 1.30 6.77%
12Y -2.81 04/2008
03/2020
0.71$ 1.39 1.18$ 5.09 1.81$ 13.49 4.56$ 16.99 08/1982
07/1994
6.57$ 2.50 6.05%
13Y -3.47 04/2007
03/2020
0.63$ 1.21 1.16$ 5.09 1.90$ 12.62 4.68$ 15.89 12/1976
11/1989
6.80$ 1.10 8.06%
14Y -2.07 11/2006
10/2020
0.74$ 1.30 1.19$ 4.58 1.87$ 12.09 4.94$ 15.59 01/1975
12/1988
7.60$ 1.88 8.53%
15Y -3.04 10/2007
09/2022
0.62$ 1.74 1.29$ 4.34 1.89$ 11.46 5.08$ 15.17 01/1975
12/1989
8.31$ 4.07 5.61%
16Y -1.88 10/2006
09/2022
0.73$ 2.11 1.39$ 4.41 1.99$ 10.94 5.26$ 13.85 08/1982
07/1998
7.97$ -0.12 5.53%
17Y -0.85 11/2006
10/2023
0.86$ 2.77 1.59$ 4.49 2.10$ 10.48 5.44$ 13.24 08/1982
07/1999
8.27$ -0.66 3.37%
18Y 0.45 02/2006
01/2024
1.08$ 2.95 1.68$ 4.90 2.36$ 10.28 5.81$ 12.41 08/1982
07/2000
8.20$ 0.45 0.00%
19Y 0.82 03/1990
02/2009
1.16$ 2.85 1.70$ 4.72 2.40$ 9.92 6.02$ 11.47 01/1975
12/1993
7.86$ 1.33 0.00%
20Y 0.65 03/1989
02/2009
1.13$ 2.87 1.76$ 4.38 2.35$ 9.68 6.34$ 10.81 01/1975
12/1994
7.79$ 2.23 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 +9.27% +85.04%
Feb 1986 - Jan 1987
-51.32%
Mar 2008 - Feb 2009
30.45%
176 out of 578
US Inflation Adjusted +4.47% +82.55%
Feb 1986 - Jan 1987
-51.32%
Mar 2008 - Feb 2009
40.66%
235 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 +8.42% +76.14%
Oct 1985 - Sep 1987
-32.77%
Mar 2007 - Feb 2009
21.38%
121 out of 566
US Inflation Adjusted +4.33% +71.00%
Oct 1985 - Sep 1987
-34.12%
Mar 2007 - Feb 2009
33.75%
191 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 +7.86% +65.01%
Aug 1984 - Jul 1987
-17.56%
Mar 2006 - Feb 2009
18.95%
105 out of 554
US Inflation Adjusted +4.40% +60.19%
Aug 1984 - Jul 1987
-19.32%
Mar 2006 - Feb 2009
30.32%
168 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 +7.01% +47.51%
Aug 1984 - Jul 1988
-10.88%
Oct 2007 - Sep 2011
13.47%
73 out of 542
US Inflation Adjusted +3.56% +42.80%
Aug 1984 - Jul 1988
-12.71%
Oct 2007 - Sep 2011
28.41%
154 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 +7.14% +45.85%
Aug 1982 - Jul 1987
-9.23%
Jun 2007 - May 2012
10.57%
56 out of 530
US Inflation Adjusted +3.71% +41.41%
Aug 1982 - Jul 1987
-11.04%
Jun 2007 - May 2012
24.53%
130 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 +7.75% +38.15%
Aug 1982 - Jul 1988
-3.97%
Apr 2014 - Mar 2020
7.72%
40 out of 518
US Inflation Adjusted +4.05% +33.73%
Aug 1982 - Jul 1988
-5.88%
Jun 2006 - May 2012
16.60%
86 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 +7.37% +36.45%
Aug 1982 - Jul 1989
-1.64%
Nov 2013 - Oct 2020
2.37%
12 out of 506
US Inflation Adjusted +4.29% +31.77%
Aug 1982 - Jul 1989
-3.36%
Nov 2007 - Oct 2014
15.81%
80 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 +7.39% +29.48%
Aug 1982 - Jul 1990
-2.37%
Oct 2007 - Sep 2015
4.25%
21 out of 494
US Inflation Adjusted +4.34% +24.85%
Aug 1982 - Jul 1990
-3.94%
Oct 2007 - Sep 2015
10.73%
53 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 +7.51% +26.34%
May 1980 - Apr 1989
-2.58%
Jul 2007 - Jun 2016
3.73%
18 out of 482
US Inflation Adjusted +4.53% +20.58%
May 1980 - Apr 1989
-4.17%
Jul 2007 - Jun 2016
11.41%
55 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 +7.18% +26.16%
Sep 1977 - Aug 1987
-0.48%
Jan 2007 - Dec 2016
1.91%
9 out of 470
US Inflation Adjusted +4.39% +18.50%
Sep 1977 - Aug 1987
-2.26%
Dec 2006 - Nov 2016
7.66%
36 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 +7.40% +24.87%
Sep 1976 - Aug 1987
-0.78%
Nov 2007 - Oct 2018
0.66%
3 out of 458
US Inflation Adjusted +4.73% +17.34%
Feb 1978 - Jan 1989
-2.47%
Nov 2007 - Oct 2018
6.77%
31 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 +7.76% +24.26%
Feb 1977 - Jan 1989
-1.31%
May 2008 - Apr 2020
2.24%
10 out of 446
US Inflation Adjusted +5.09% +16.99%
Aug 1982 - Jul 1994
-2.81%
Apr 2008 - Mar 2020
6.05%
27 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 +7.49% +23.01%
Sep 1976 - Aug 1989
-1.75%
Apr 2007 - Mar 2020
2.30%
10 out of 434
US Inflation Adjusted +5.09% +15.89%
Dec 1976 - Nov 1989
-3.47%
Apr 2007 - Mar 2020
8.06%
35 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 +7.06% +22.78%
Jan 1975 - Dec 1988
-0.28%
Nov 2006 - Oct 2020
0.71%
3 out of 422
US Inflation Adjusted +4.58% +15.59%
Jan 1975 - Dec 1988
-2.07%
Nov 2006 - Oct 2020
8.53%
36 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 +6.96% +22.20%
Jan 1975 - Dec 1989
-0.75%
Oct 2007 - Sep 2022
0.49%
2 out of 410
US Inflation Adjusted +4.34% +15.17%
Jan 1975 - Dec 1989
-3.04%
Oct 2007 - Sep 2022
5.61%
23 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 +7.07% +18.83%
Jan 1975 - Dec 1990
+0.47%
Oct 2006 - Sep 2022
0.00%
0 out of 398
US Inflation Adjusted +4.41% +13.85%
Aug 1982 - Jul 1998
-1.88%
Oct 2006 - Sep 2022
5.53%
22 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 +7.39% +18.28%
Jan 1975 - Dec 1991
+1.63%
Nov 2006 - Oct 2023
0.00%
0 out of 386
US Inflation Adjusted +4.49% +13.24%
Aug 1982 - Jul 1999
-0.85%
Nov 2006 - Oct 2023
3.37%
13 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 +7.63% +17.16%
Jan 1975 - Dec 1992
+2.94%
Feb 2006 - Jan 2024
0.00%
0 out of 374
US Inflation Adjusted +4.90% +12.41%
Aug 1982 - Jul 2000
+0.45%
Feb 2006 - Jan 2024
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 +7.35% +17.72%
Jan 1975 - Dec 1993
+3.55%
Mar 1990 - Feb 2009
0.00%
0 out of 362
US Inflation Adjusted +4.72% +11.47%
Jan 1975 - Dec 1993
+0.82%
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 +7.01% +16.86%
Jan 1975 - Dec 1994
+3.34%
Apr 2000 - Mar 2020
0.00%
0 out of 350
US Inflation Adjusted +4.38% +10.81%
Jan 1975 - Dec 1994
+0.65%
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 Value (EFV) ETF: Historical Returns page.