iShares MSCI Peru ETF (EPU): Rolling Returns

Simulation Settings
Category:
Period: January 2010 - September 2025 (~16 years)
Initial Amount: 1$
Currency: USD
Inflation: US
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When holding the iShares MSCI Peru ETF (EPU) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~16 years), the longest duration with a negative return was 158 months (from January 2011 to February 2024).

This indicates that, within the same timeframe, any rolling period of 159 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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 PERU ETF (EPU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 October 2015 - 30 September 2025 (10 Years)
Time Period: 1 January 2010 - 30 September 2025 (~16 years)
All Data
(2010/01 - 2025/09)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES MSCI PERU ETF (EPU) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2010 - 30 September 2025 (~16 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-39.60%
Apr 2019 - Mar 2020
+2.44% +80.49%
Feb 2016 - Jan 2017
44.94%
80 out of 178
-40.51%
Apr 2019 - Mar 2020
-1.17% +76.07%
Feb 2016 - Jan 2017
51.12%
91 out of 178
-24.81%
Apr 2018 - Mar 2020
-0.19% +52.09%
Feb 2016 - Jan 2018
50.00%
83 out of 166
-26.07%
Apr 2018 - Mar 2020
-2.06% +48.62%
Feb 2016 - Jan 2018
56.02%
93 out of 166
-23.76%
Feb 2013 - Jan 2016
+0.91% +42.10%
Oct 2022 - Sep 2025
44.81%
69 out of 154
-24.40%
Feb 2013 - Jan 2016
-1.55% +38.01%
Oct 2022 - Sep 2025
55.19%
85 out of 154
-16.20%
Feb 2012 - Jan 2016
+1.45% +29.77%
Oct 2021 - Sep 2025
45.07%
64 out of 142
-17.08%
Feb 2012 - Jan 2016
-1.09% +24.48%
Oct 2021 - Sep 2025
52.82%
75 out of 142
-14.85%
Jan 2011 - Dec 2015
+0.87% +20.77%
Oct 2020 - Sep 2025
39.23%
51 out of 130
-16.12%
Jan 2011 - Dec 2015
-1.05% +15.60%
Oct 2020 - Sep 2025
57.69%
75 out of 130
-5.63%
Jan 2010 - Dec 2015
+1.38% +14.20%
Oct 2019 - Sep 2025
33.05%
39 out of 118
-7.04%
Jan 2010 - Dec 2015
-0.82% +9.87%
Oct 2019 - Sep 2025
59.32%
70 out of 118
-7.16%
Apr 2013 - Mar 2020
+2.41% +11.60%
Oct 2018 - Sep 2025
20.75%
22 out of 106
-8.55%
Apr 2013 - Mar 2020
-0.38% +7.70%
Oct 2018 - Sep 2025
55.66%
59 out of 106
-6.43%
Apr 2012 - Mar 2020
+1.74% +10.26%
Feb 2016 - Jan 2024
37.23%
35 out of 94
-7.83%
Apr 2012 - Mar 2020
-0.67% +6.67%
Feb 2016 - Jan 2024
52.13%
49 out of 94
-5.24%
Apr 2011 - Mar 2020
+1.02% +11.95%
Feb 2016 - Jan 2025
39.02%
32 out of 82
-6.76%
Apr 2011 - Mar 2020
-1.59% +8.34%
Feb 2016 - Jan 2025
63.41%
52 out of 82
-3.41%
Oct 2012 - Sep 2022
+0.15% +14.37%
Oct 2015 - Sep 2025
48.57%
34 out of 70
-5.79%
Oct 2012 - Sep 2022
-2.13% +10.89%
Oct 2015 - Sep 2025
62.86%
44 out of 70
-2.49%
Jan 2011 - Dec 2021
+0.38% +8.71%
Oct 2014 - Sep 2025
48.28%
28 out of 58
-4.61%
Jan 2011 - Dec 2021
-2.20% +5.70%
Oct 2014 - Sep 2025
60.34%
35 out of 58
-2.33%
Nov 2010 - Oct 2022
+1.64% +8.53%
Oct 2013 - Sep 2025
21.74%
10 out of 46
-4.80%
Nov 2010 - Oct 2022
-0.98% +5.62%
Oct 2013 - Sep 2025
69.57%
32 out of 46
-1.14%
Nov 2010 - Oct 2023
+2.42% +5.59%
Oct 2012 - Sep 2025
14.71%
5 out of 34
-3.68%
Nov 2010 - Oct 2023
-0.19% +2.89%
Oct 2012 - Sep 2025
58.82%
20 out of 34
+1.19%
Jan 2011 - Dec 2024
+3.49% +7.15%
Oct 2011 - Sep 2025
0.00%
0 out of 22
-1.42%
Jan 2011 - Dec 2024
+0.91% +4.46%
Oct 2011 - Sep 2025
22.73%
5 out of 22
+4.23%
Jan 2010 - Dec 2024
+4.88% +5.67%
Sep 2010 - Aug 2025
0.00%
0 out of 10
+1.62%
Jan 2010 - Dec 2024
+2.24% +2.92%
Sep 2010 - Aug 2025
0.00%
0 out of 10
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