Consolidated Returns as of 31 March 2024
Holding the iShares MSCI Hong Kong ETF (EWH) 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 147 months (from January 1997 to March 2009).
This means that every rolling period of 148 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Hong Kong ETF (EWH) 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 | +7.22% |
+119.19%
Sep 1998 - Aug 1999 |
-59.95%
Sep 1997 - Aug 1998 |
41.46%
131 out of 316 |
US Inflation Adjusted | +4.48% |
+114.34%
Sep 1998 - Aug 1999 |
-60.59%
Sep 1997 - Aug 1998 |
43.67%
138 out of 316 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.43% |
+60.23%
Sep 1998 - Aug 2000 |
-22.70%
Sep 2000 - Aug 2002 |
31.91%
97 out of 304 |
US Inflation Adjusted | +3.15% |
+55.85%
Sep 1998 - Aug 2000 |
-24.39%
Sep 2000 - Aug 2002 |
37.50%
114 out of 304 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.63% |
+32.09%
Nov 2004 - Oct 2007 |
-18.95%
Apr 2000 - Mar 2003 |
25.00%
73 out of 292 |
US Inflation Adjusted | +3.68% |
+28.10%
Nov 2004 - Oct 2007 |
-20.89%
Apr 2000 - Mar 2003 |
34.25%
100 out of 292 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.28% |
+27.31%
Nov 2003 - Oct 2007 |
-12.67%
Oct 1997 - Sep 2001 |
26.79%
75 out of 280 |
US Inflation Adjusted | +4.46% |
+23.47%
Apr 2003 - Mar 2007 |
-14.82%
Oct 1997 - Sep 2001 |
30.36%
85 out of 280 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.30% |
+28.73%
Nov 2002 - Oct 2007 |
-12.05%
Oct 1997 - Sep 2002 |
17.54%
47 out of 268 |
US Inflation Adjusted | +4.12% |
+25.09%
Nov 2002 - Oct 2007 |
-14.04%
Oct 1997 - Sep 2002 |
26.49%
71 out of 268 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.60% |
+22.46%
Nov 2001 - Oct 2007 |
-9.60%
Jul 1997 - Jun 2003 |
8.98%
23 out of 256 |
US Inflation Adjusted | +4.54% |
+19.17%
Nov 2001 - Oct 2007 |
-11.59%
Jul 1997 - Jun 2003 |
15.63%
40 out of 256 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.21% |
+16.37%
Apr 2003 - Mar 2010 |
-4.61%
Aug 1997 - Jul 2004 |
6.97%
17 out of 244 |
US Inflation Adjusted | +5.25% |
+13.63%
Apr 2003 - Mar 2010 |
-6.83%
Aug 1997 - Jul 2004 |
11.48%
28 out of 244 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.59% |
+16.86%
May 2003 - Apr 2011 |
-0.86%
Jul 1997 - Jun 2005 |
2.59%
6 out of 232 |
US Inflation Adjusted | +5.34% |
+13.96%
Apr 2003 - Mar 2011 |
-3.55%
Nov 2014 - Oct 2022 |
15.52%
36 out of 232 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.43% |
+16.87%
Sep 1998 - Aug 2007 |
-1.05%
Mar 2000 - Feb 2009 |
3.64%
8 out of 220 |
US Inflation Adjusted | +5.59% |
+13.80%
Sep 1998 - Aug 2007 |
-3.78%
Apr 2015 - Mar 2024 |
13.18%
29 out of 220 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.99% |
+14.52%
May 2003 - Apr 2013 |
+0.72%
Apr 2014 - Mar 2024 |
0.00%
0 out of 208 |
US Inflation Adjusted | +5.06% |
+11.86%
May 2003 - Apr 2013 |
-2.06%
Apr 2014 - Mar 2024 |
5.29%
11 out of 208 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.34% |
+13.36%
May 2003 - Apr 2014 |
+0.79%
Feb 2013 - Jan 2024 |
0.00%
0 out of 196 |
US Inflation Adjusted | +5.10% |
+10.76%
May 2003 - Apr 2014 |
-1.84%
Feb 2013 - Jan 2024 |
7.14%
14 out of 196 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.26% |
+14.01%
May 2003 - Apr 2015 |
-0.64%
Mar 1997 - Feb 2009 |
1.63%
3 out of 184 |
US Inflation Adjusted | +5.06% |
+11.62%
May 2003 - Apr 2015 |
-2.99%
Mar 1997 - Feb 2009 |
6.52%
12 out of 184 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.34% |
+12.17%
Sep 1998 - Aug 2011 |
+1.52%
Feb 2011 - Jan 2024 |
0.00%
0 out of 172 |
US Inflation Adjusted | +5.10% |
+9.41%
Apr 2003 - Mar 2016 |
-1.07%
Feb 2011 - Jan 2024 |
5.23%
9 out of 172 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.12% |
+12.03%
May 2003 - Apr 2017 |
+2.22%
Oct 1997 - Sep 2011 |
0.00%
0 out of 160 |
US Inflation Adjusted | +4.94% |
+9.75%
May 2003 - Apr 2017 |
-0.24%
Oct 1997 - Sep 2011 |
0.63%
1 out of 160 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.07% |
+12.38%
May 2003 - Apr 2018 |
+0.45%
Nov 2007 - Oct 2022 |
0.00%
0 out of 148 |
US Inflation Adjusted | +4.94% |
+10.11%
Apr 2003 - Mar 2018 |
-1.88%
Nov 2007 - Oct 2022 |
2.03%
3 out of 148 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.21% |
+11.99%
Apr 2003 - Mar 2019 |
+0.87%
Nov 2007 - Oct 2023 |
0.00%
0 out of 136 |
US Inflation Adjusted | +4.96% |
+9.75%
Apr 2003 - Mar 2019 |
-1.53%
Nov 2007 - Oct 2023 |
5.15%
7 out of 136 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.14% |
+10.53%
Sep 1998 - Aug 2015 |
+2.83%
Feb 2007 - Jan 2024 |
0.00%
0 out of 124 |
US Inflation Adjusted | +4.94% |
+8.12%
Jan 2003 - Dec 2019 |
+0.32%
Feb 2007 - Jan 2024 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.03% |
+11.09%
May 2003 - Apr 2021 |
+3.85%
Apr 2006 - Mar 2024 |
0.00%
0 out of 112 |
US Inflation Adjusted | +4.78% |
+8.79%
May 2003 - Apr 2021 |
+1.31%
Apr 2006 - Mar 2024 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+11.15%
Sep 1998 - Aug 2017 |
+3.85%
Feb 1997 - Jan 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +4.54% |
+8.80%
Sep 1998 - Aug 2017 |
+1.66%
Jul 1997 - Jun 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.04% |
+10.68%
Sep 1998 - Aug 2018 |
+4.21%
Jan 1997 - Dec 2016 |
0.00%
0 out of 88 |
US Inflation Adjusted | +4.80% |
+8.32%
Sep 1998 - Aug 2018 |
+2.03%
Jan 1997 - Dec 2016 |
0.00%
0 out of 88 |
To obtain comprehensive information, please consult the iShares MSCI Hong Kong ETF (EWH) ETF: Historical Returns page.