Consolidated Returns as of 30 June 2024
Holding the iShares MSCI Peru ETF (EPU) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~15 years), the longest period with a negative return lasted 158 months (from January 2011 to February 2024).
This means that every rolling period of 159 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Peru ETF (EPU) 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.30% |
+80.49%
Feb 2016 - Jan 2017 |
-39.60%
Apr 2019 - Mar 2020 |
49.08%
80 out of 163 |
US Inflation Adjusted | -2.89% |
+76.07%
Feb 2016 - Jan 2017 |
-40.51%
Apr 2019 - Mar 2020 |
55.83%
91 out of 163 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.84% |
+52.09%
Feb 2016 - Jan 2018 |
-24.81%
Apr 2018 - Mar 2020 |
54.97%
83 out of 151 |
US Inflation Adjusted | -3.52% |
+48.62%
Feb 2016 - Jan 2018 |
-26.07%
Apr 2018 - Mar 2020 |
61.59%
93 out of 151 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.14% |
+26.98%
Feb 2016 - Jan 2019 |
-23.76%
Feb 2013 - Jan 2016 |
49.64%
69 out of 139 |
US Inflation Adjusted | -2.92% |
+24.43%
Feb 2016 - Jan 2019 |
-24.40%
Feb 2013 - Jan 2016 |
61.15%
85 out of 139 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.24% |
+19.00%
Jan 2016 - Dec 2019 |
-16.20%
Feb 2012 - Jan 2016 |
50.39%
64 out of 127 |
US Inflation Adjusted | -2.34% |
+16.52%
Jan 2016 - Dec 2019 |
-17.08%
Feb 2012 - Jan 2016 |
59.06%
75 out of 127 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.48% |
+14.36%
Feb 2016 - Jan 2021 |
-14.85%
Jan 2011 - Dec 2015 |
44.35%
51 out of 115 |
US Inflation Adjusted | -1.76% |
+12.11%
Feb 2016 - Jan 2021 |
-16.12%
Jan 2011 - Dec 2015 |
65.22%
75 out of 115 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.86% |
+11.65%
Feb 2016 - Jan 2022 |
-5.63%
Jan 2010 - Dec 2015 |
37.86%
39 out of 103 |
US Inflation Adjusted | -1.65% |
+8.49%
Feb 2016 - Jan 2022 |
-7.04%
Jan 2010 - Dec 2015 |
66.99%
69 out of 103 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.63% |
+9.85%
Feb 2016 - Jan 2023 |
-7.16%
Apr 2013 - Mar 2020 |
24.18%
22 out of 91 |
US Inflation Adjusted | -0.64% |
+6.24%
Feb 2016 - Jan 2023 |
-8.55%
Apr 2013 - Mar 2020 |
61.54%
56 out of 91 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.64% |
+10.26%
Feb 2016 - Jan 2024 |
-6.43%
Apr 2012 - Mar 2020 |
44.30%
35 out of 79 |
US Inflation Adjusted | -1.53% |
+6.67%
Feb 2016 - Jan 2024 |
-7.83%
Apr 2012 - Mar 2020 |
62.03%
49 out of 79 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.13% |
+7.48%
Jun 2015 - May 2024 |
-5.24%
Apr 2011 - Mar 2020 |
47.76%
32 out of 67 |
US Inflation Adjusted | -1.95% |
+4.21%
Jun 2015 - May 2024 |
-6.76%
Apr 2011 - Mar 2020 |
77.61%
52 out of 67 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.45% |
+5.09%
Jun 2014 - May 2024 |
-3.41%
Oct 2012 - Sep 2022 |
61.82%
34 out of 55 |
US Inflation Adjusted | -2.44% |
+2.19%
Jun 2014 - May 2024 |
-5.79%
Oct 2012 - Sep 2022 |
80.00%
44 out of 55 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.45% |
+4.47%
Jun 2013 - May 2024 |
-2.49%
Jan 2011 - Dec 2021 |
65.12%
28 out of 43 |
US Inflation Adjusted | -2.89% |
+2.04%
Mar 2010 - Feb 2021 |
-4.61%
Jan 2011 - Dec 2021 |
81.40%
35 out of 43 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.62% |
+3.26%
Mar 2010 - Feb 2022 |
-2.33%
Nov 2010 - Oct 2022 |
32.26%
10 out of 31 |
US Inflation Adjusted | -1.92% |
+0.97%
Mar 2010 - Feb 2022 |
-4.80%
Nov 2010 - Oct 2022 |
87.10%
27 out of 31 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.66% |
+3.33%
Jul 2011 - Jun 2024 |
-1.14%
Nov 2010 - Oct 2023 |
26.32%
5 out of 19 |
US Inflation Adjusted | -0.91% |
+0.73%
Jul 2011 - Jun 2024 |
-3.68%
Nov 2010 - Oct 2023 |
84.21%
16 out of 19 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.85% |
+4.68%
Jun 2010 - May 2024 |
+3.08%
Jan 2010 - Dec 2023 |
0.00%
0 out of 7 |
US Inflation Adjusted | +1.20% |
+1.98%
Jun 2010 - May 2024 |
+0.53%
Jan 2010 - Dec 2023 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the iShares MSCI Peru ETF (EPU) ETF: Historical Returns page.