Consolidated Returns as of 31 March 2024
Holding the iShares MSCI Italy ETF (EWI) 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 271 months (from March 2000 to September 2022).
This means that every rolling period of 272 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Italy ETF (EWI) 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 | +5.63% |
+86.90%
Jun 1997 - May 1998 |
-57.86%
Mar 2008 - Feb 2009 |
41.77%
132 out of 316 |
US Inflation Adjusted | +2.90% |
+83.80%
Jun 1997 - May 1998 |
-57.87%
Mar 2008 - Feb 2009 |
44.30%
140 out of 316 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.26% |
+42.25%
Jan 1997 - Dec 1998 |
-36.92%
Mar 2007 - Feb 2009 |
38.16%
116 out of 304 |
US Inflation Adjusted | +1.34% |
+39.94%
Jan 1997 - Dec 1998 |
-38.19%
Mar 2007 - Feb 2009 |
45.72%
139 out of 304 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.06% |
+30.28%
Oct 2002 - Sep 2005 |
-22.98%
Jun 2007 - May 2010 |
43.84%
128 out of 292 |
US Inflation Adjusted | +0.06% |
+27.41%
Mar 1997 - Feb 2000 |
-24.24%
Jun 2007 - May 2010 |
49.66%
145 out of 292 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.00% |
+28.38%
Apr 2003 - Mar 2007 |
-21.90%
Jun 2008 - May 2012 |
37.14%
104 out of 280 |
US Inflation Adjusted | +0.03% |
+24.89%
Apr 2003 - Mar 2007 |
-23.08%
Jun 2008 - May 2012 |
49.64%
139 out of 280 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.36% |
+24.95%
Oct 2002 - Sep 2007 |
-19.26%
Jun 2007 - May 2012 |
37.31%
100 out of 268 |
US Inflation Adjusted | -0.06% |
+21.44%
Oct 2002 - Sep 2007 |
-20.88%
Jun 2007 - May 2012 |
50.00%
134 out of 268 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.64% |
+17.69%
Nov 2001 - Oct 2007 |
-13.08%
Jul 2007 - Jun 2013 |
33.59%
86 out of 256 |
US Inflation Adjusted | +1.18% |
+14.59%
Oct 2001 - Sep 2007 |
-14.91%
Jun 2006 - May 2012 |
40.23%
103 out of 256 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.82% |
+12.18%
Mar 1997 - Feb 2004 |
-8.99%
Jan 2008 - Dec 2014 |
29.10%
71 out of 244 |
US Inflation Adjusted | +0.57% |
+9.70%
Mar 1997 - Feb 2004 |
-10.92%
Jun 2005 - May 2012 |
43.03%
105 out of 244 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.60% |
+14.17%
Mar 1997 - Feb 2005 |
-8.68%
Mar 2008 - Feb 2016 |
37.50%
87 out of 232 |
US Inflation Adjusted | +0.10% |
+11.54%
Mar 1997 - Feb 2005 |
-9.93%
Mar 2008 - Feb 2016 |
48.28%
112 out of 232 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.49% |
+14.21%
May 1997 - Apr 2006 |
-9.13%
Dec 2007 - Nov 2016 |
36.82%
81 out of 220 |
US Inflation Adjusted | -0.84% |
+11.36%
May 1997 - Apr 2006 |
-10.51%
Dec 2007 - Nov 2016 |
57.27%
126 out of 220 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.19% |
+15.25%
May 1997 - Apr 2007 |
-7.54%
Dec 2006 - Nov 2016 |
31.73%
66 out of 208 |
US Inflation Adjusted | -0.91% |
+12.37%
May 1997 - Apr 2007 |
-9.19%
Dec 2006 - Nov 2016 |
64.90%
135 out of 208 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.12% |
+13.40%
Jan 1997 - Dec 2007 |
-6.01%
Nov 2007 - Oct 2018 |
38.27%
75 out of 196 |
US Inflation Adjusted | -1.23% |
+10.50%
Jan 1997 - Dec 2007 |
-7.62%
Nov 2007 - Oct 2018 |
67.86%
133 out of 196 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.77% |
+6.88%
Sep 1997 - Aug 2009 |
-5.64%
May 2008 - Apr 2020 |
44.02%
81 out of 184 |
US Inflation Adjusted | -1.57% |
+4.30%
Sep 1997 - Aug 2009 |
-7.05%
May 2008 - Apr 2020 |
67.39%
124 out of 184 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.24% |
+7.58%
Jan 1997 - Dec 2009 |
-5.92%
May 2007 - Apr 2020 |
44.77%
77 out of 172 |
US Inflation Adjusted | -1.92% |
+5.03%
Jan 1997 - Dec 2009 |
-7.48%
May 2007 - Apr 2020 |
70.93%
122 out of 172 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.86% |
+7.37%
May 1997 - Apr 2011 |
-3.99%
May 2006 - Apr 2020 |
37.50%
60 out of 160 |
US Inflation Adjusted | -1.31% |
+4.82%
May 1997 - Apr 2011 |
-5.64%
May 2006 - Apr 2020 |
81.88%
131 out of 160 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.56% |
+5.93%
Mar 2009 - Feb 2024 |
-4.36%
Oct 2007 - Sep 2022 |
37.16%
55 out of 148 |
US Inflation Adjusted | -1.50% |
+3.28%
Mar 2009 - Feb 2024 |
-6.57%
Oct 2007 - Sep 2022 |
79.73%
118 out of 148 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.71% |
+4.24%
Jan 1997 - Dec 2012 |
-3.16%
Oct 2006 - Sep 2022 |
37.50%
51 out of 136 |
US Inflation Adjusted | -1.33% |
+1.84%
Jan 1997 - Dec 2012 |
-5.43%
Oct 2006 - Sep 2022 |
72.06%
98 out of 136 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.24% |
+5.91%
May 1997 - Apr 2014 |
-2.02%
Oct 2005 - Sep 2022 |
27.42%
34 out of 124 |
US Inflation Adjusted | -0.84% |
+3.50%
May 1997 - Apr 2014 |
-4.30%
Oct 2005 - Sep 2022 |
79.03%
98 out of 124 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.19% |
+4.79%
Jun 1997 - May 2015 |
-0.65%
Oct 2004 - Sep 2022 |
9.82%
11 out of 112 |
US Inflation Adjusted | -0.95% |
+2.52%
Jun 1997 - May 2015 |
-3.08%
Oct 2004 - Sep 2022 |
68.75%
77 out of 112 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.52% |
+4.23%
Oct 2002 - Sep 2021 |
-0.32%
May 2001 - Apr 2020 |
2.00%
2 out of 100 |
US Inflation Adjusted | -0.75% |
+1.98%
Oct 2002 - Sep 2021 |
-2.26%
May 2001 - Apr 2020 |
72.00%
72 out of 100 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.27% |
+4.02%
Jun 1997 - May 2017 |
-0.48%
Apr 2000 - Mar 2020 |
3.41%
3 out of 88 |
US Inflation Adjusted | -0.21% |
+1.85%
Jun 1997 - May 2017 |
-2.51%
Apr 2000 - Mar 2020 |
56.82%
50 out of 88 |
To obtain comprehensive information, please consult the iShares MSCI Italy ETF (EWI) ETF: Historical Returns page.