iShares MSCI Peru ETF (EPU): Rolling Returns

Data Source: from January 2010 to April 2024 (~14 years)
Consolidated Returns as of 30 April 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 (~14 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.

ISHARES MSCI PERU ETF (EPU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 2010 - 30 April 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +0.21% +80.49%
Feb 2016 - Jan 2017 		-39.60%
Apr 2019 - Mar 2020 		49.69%
80 out of 161
US Inflation Adjusted -3.57% +76.07%
Feb 2016 - Jan 2017 		-40.51%
Apr 2019 - Mar 2020 		56.52%
91 out of 161
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 -1.10% +52.09%
Feb 2016 - Jan 2018 		-24.81%
Apr 2018 - Mar 2020 		55.70%
83 out of 149
US Inflation Adjusted -3.78% +48.62%
Feb 2016 - Jan 2018 		-26.07%
Apr 2018 - Mar 2020 		62.42%
93 out of 149
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 -0.02% +26.98%
Feb 2016 - Jan 2019 		-23.76%
Feb 2013 - Jan 2016 		50.36%
69 out of 137
US Inflation Adjusted -2.99% +24.43%
Feb 2016 - Jan 2019 		-24.40%
Feb 2013 - Jan 2016 		62.04%
85 out of 137
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 -0.38% +19.00%
Jan 2016 - Dec 2019 		-16.20%
Feb 2012 - Jan 2016 		51.20%
64 out of 125
US Inflation Adjusted -2.47% +16.52%
Jan 2016 - Dec 2019 		-17.08%
Feb 2012 - Jan 2016 		60.00%
75 out of 125
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 +0.46% +14.36%
Feb 2016 - Jan 2021 		-14.85%
Jan 2011 - Dec 2015 		45.13%
51 out of 113
US Inflation Adjusted -1.90% +12.11%
Feb 2016 - Jan 2021 		-16.12%
Jan 2011 - Dec 2015 		66.37%
75 out of 113
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 +0.75% +11.65%
Feb 2016 - Jan 2022 		-5.63%
Jan 2010 - Dec 2015 		38.61%
39 out of 101
US Inflation Adjusted -1.65% +8.49%
Feb 2016 - Jan 2022 		-7.04%
Jan 2010 - Dec 2015 		68.32%
69 out of 101
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 +1.37% +9.85%
Feb 2016 - Jan 2023 		-7.16%
Apr 2013 - Mar 2020 		24.72%
22 out of 89
US Inflation Adjusted -0.65% +6.24%
Feb 2016 - Jan 2023 		-8.55%
Apr 2013 - Mar 2020 		62.92%
56 out of 89
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 +0.63% +10.26%
Feb 2016 - Jan 2024 		-6.43%
Apr 2012 - Mar 2020 		45.45%
35 out of 77
US Inflation Adjusted -1.62% +6.67%
Feb 2016 - Jan 2024 		-7.83%
Apr 2012 - Mar 2020 		63.64%
49 out of 77
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 +0.02% +6.59%
Apr 2015 - Mar 2024 		-5.24%
Apr 2011 - Mar 2020 		49.23%
32 out of 65
US Inflation Adjusted -2.12% +3.33%
Apr 2015 - Mar 2024 		-6.76%
Apr 2011 - Mar 2020 		80.00%
52 out of 65
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 -0.57% +4.75%
Apr 2014 - Mar 2024 		-3.41%
Oct 2012 - Sep 2022 		64.15%
34 out of 53
US Inflation Adjusted -2.45% +1.86%
Apr 2014 - Mar 2024 		-5.79%
Oct 2012 - Sep 2022 		83.02%
44 out of 53
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 -0.46% +3.85%
Mar 2010 - Feb 2021 		-2.49%
Jan 2011 - Dec 2021 		68.29%
28 out of 41
US Inflation Adjusted -2.90% +2.04%
Mar 2010 - Feb 2021 		-4.61%
Jan 2011 - Dec 2021 		85.37%
35 out of 41
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 +0.40% +3.26%
Mar 2010 - Feb 2022 		-2.33%
Nov 2010 - Oct 2022 		34.48%
10 out of 29
US Inflation Adjusted -2.11% +0.97%
Mar 2010 - Feb 2022 		-4.80%
Nov 2010 - Oct 2022 		89.66%
26 out of 29
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 +1.54% +2.79%
Feb 2010 - Jan 2023 		-1.14%
Nov 2010 - Oct 2023 		29.41%
5 out of 17
US Inflation Adjusted -0.97% +0.26%
Feb 2010 - Jan 2023 		-3.68%
Nov 2010 - Oct 2023 		94.12%
16 out of 17
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 +3.58% +3.98%
May 2010 - Apr 2024 		+3.08%
Jan 2010 - Dec 2023 		0.00%
0 out of 5
US Inflation Adjusted +0.96% +1.33%
May 2010 - Apr 2024 		+0.53%
Jan 2010 - Dec 2023 		0.00%
0 out of 5
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares MSCI Peru ETF (EPU) ETF: Historical Returns page.