iShares MSCI Peru ETF (EPU): Rolling Returns

Data Source: from January 2010 to January 2024 (~14 years)
Consolidated Returns as of 31 January 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 157 months (from October 2010 to October 2023).

This means that every rolling period of 158 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 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2010 - 31 January 2024 (~14 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -39.60 04/2019
03/2020
0.60$ -14.97 0.85$ -0.22 0.99$ 29.33 1.29$ 80.49 02/2016
01/2017
1.80$ 13.17 50.46%
2Y -24.81 04/2018
03/2020
0.56$ -8.27 0.84$ 0.34 1.00$ 14.80 1.31$ 52.09 02/2016
01/2018
2.31$ 6.18 49.48%
3Y -11.05 08/2018
07/2021
0.70$ -6.33 0.82$ 2.08 1.06$ 14.30 1.49$ 26.98 02/2016
01/2019
2.04$ 3.75 41.18%
4Y -7.87 08/2018
07/2022
0.72$ -5.18 0.80$ 1.45 1.05$ 8.73 1.39$ 19.00 01/2016
12/2019
2.00$ 3.28 43.84%
5Y -6.09 11/2017
10/2022
0.73$ -3.55 0.83$ 1.30 1.06$ 5.15 1.28$ 14.36 02/2016
01/2021
1.95$ 1.30 36.07%
6Y -3.55 04/2014
03/2020
0.80$ -1.67 0.90$ 1.26 1.07$ 5.18 1.35$ 11.65 02/2016
01/2022
1.93$ -0.95 32.65%
7Y -2.29 09/2014
08/2021
0.85$ 0.58 1.04$ 2.88 1.22$ 4.68 1.37$ 9.85 02/2016
01/2023
1.93$ 2.76 13.51%
8Y -1.95 09/2014
08/2022
0.85$ -1.64 0.87$ 2.72 1.23$ 6.93 1.70$ 10.26 02/2016
01/2024
2.18$ 10.26 20.00%
9Y 0.59 06/2014
05/2023
1.05$ 0.96 1.08$ 1.32 1.12$ 2.06 1.20$ 4.30 02/2015
01/2024
1.46$ 4.30 0.00%
10Y 3.12 02/2014
01/2024
1.35$ 3.12 1.35$ 3.12 1.35$ 3.12 1.35$ 3.12 02/2014
01/2024
1.35$ 3.12 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.51 04/2019
03/2020
0.59$ -17.71 0.82$ -4.29 0.95$ 26.47 1.26$ 76.07 02/2016
01/2017
1.76$ 9.76 59.63%
2Y -26.07 04/2018
03/2020
0.54$ -11.85 0.77$ -1.64 0.96$ 8.96 1.18$ 48.62 02/2016
01/2018
2.20$ 1.39 55.67%
3Y -13.37 08/2018
07/2021
0.65$ -9.31 0.74$ -0.99 0.97$ 12.09 1.40$ 24.43 02/2016
01/2019
1.92$ -1.81 54.12%
4Y -11.50 08/2018
07/2022
0.61$ -8.30 0.70$ -1.29 0.94$ 6.75 1.29$ 16.52 01/2016
12/2019
1.84$ -1.24 56.16%
5Y -9.57 11/2017
10/2022
0.60$ -7.12 0.69$ -1.35 0.93$ 3.49 1.18$ 12.11 02/2016
01/2021
1.77$ -2.74 57.38%
6Y -6.45 11/2017
10/2023
0.67$ -4.49 0.75$ -1.75 0.89$ 3.17 1.20$ 8.49 02/2016
01/2022
1.63$ -4.49 65.31%
7Y -4.20 09/2014
08/2021
0.74$ -2.30 0.84$ -0.43 0.97$ 1.76 1.12$ 6.24 02/2016
01/2023
1.52$ -0.70 56.76%
8Y -4.58 09/2014
08/2022
0.68$ -4.27 0.70$ 0.06 1.00$ 3.55 1.32$ 6.67 02/2016
01/2024
1.67$ 6.67 48.00%
9Y -2.13 06/2014
05/2023
0.82$ -1.77 0.85$ -1.43 0.87$ -0.67 0.94$ 1.13 02/2015
01/2024
1.10$ 1.13 84.62%
10Y 0.33 02/2014
01/2024
1.03$ 0.33 1.03$ 0.33 1.03$ 0.33 1.03$ 0.33 02/2014
01/2024
1.03$ 0.33 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -39.60 04/2019
03/2020
0.60$ -16.94 0.83$ -0.38 0.99$ 28.15 1.28$ 80.49 02/2016
01/2017
1.80$ 13.17 50.63%
2Y -24.81 04/2018
03/2020
0.56$ -11.19 0.78$ -1.30 0.97$ 13.15 1.28$ 52.09 02/2016
01/2018
2.31$ 6.18 56.85%
3Y -23.76 02/2013
01/2016
0.44$ -9.25 0.74$ -0.77 0.97$ 10.97 1.36$ 26.98 02/2016
01/2019
2.04$ 3.75 51.49%
4Y -16.20 02/2012
01/2016
0.49$ -7.11 0.74$ -0.49 0.98$ 7.09 1.31$ 19.00 01/2016
12/2019
2.00$ 3.28 52.46%
5Y -14.85 01/2011
12/2015
0.44$ -4.07 0.81$ 0.41 1.02$ 4.73 1.25$ 14.36 02/2016
01/2021
1.95$ 1.30 46.36%
6Y -5.63 01/2010
12/2015
0.70$ -2.14 0.87$ 0.69 1.04$ 3.51 1.23$ 11.65 02/2016
01/2022
1.93$ -0.95 39.80%
7Y -7.16 04/2013
03/2020
0.59$ -0.89 0.93$ 1.24 1.09$ 3.56 1.27$ 9.85 02/2016
01/2023
1.93$ 2.76 25.58%
8Y -6.43 04/2012
03/2020
0.58$ -1.68 0.87$ 0.38 1.03$ 5.22 1.50$ 10.26 02/2016
01/2024
2.18$ 10.26 47.30%
9Y -5.24 04/2011
03/2020
0.61$ -2.43 0.80$ -0.07 0.99$ 2.58 1.25$ 4.73 02/2010
01/2019
1.51$ 4.30 51.61%
10Y -3.41 10/2012
09/2022
0.70$ -2.25 0.79$ -0.70 0.93$ 1.93 1.21$ 3.58 02/2010
01/2020
1.42$ 3.12 68.00%
11Y -2.49 01/2011
12/2021
0.75$ -1.89 0.81$ -0.57 0.93$ 1.03 1.11$ 3.85 03/2010
02/2021
1.51$ -0.29 73.68%
12Y -2.33 11/2010
10/2022
0.75$ -1.54 0.82$ 0.18 1.02$ 1.71 1.22$ 3.26 03/2010
02/2022
1.47$ 0.62 38.46%
13Y -1.14 11/2010
10/2023
0.86$ -0.83 0.89$ 1.54 1.22$ 2.07 1.30$ 2.79 02/2010
01/2023
1.42$ -0.10 35.71%
14Y 3.08 01/2010
12/2023
1.52$ 3.08 1.52$ 3.08 1.52$ 3.49 1.61$ 3.49 02/2010
01/2024
1.61$ 3.49 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.51 04/2019
03/2020
0.59$ -18.64 0.81$ -3.97 0.96$ 24.27 1.24$ 76.07 02/2016
01/2017
1.76$ 9.76 57.59%
2Y -26.07 04/2018
03/2020
0.54$ -12.59 0.76$ -3.86 0.92$ 8.77 1.18$ 48.62 02/2016
01/2018
2.20$ 1.39 63.70%
3Y -24.40 02/2013
01/2016
0.43$ -11.21 0.69$ -3.73 0.89$ 8.43 1.27$ 24.43 02/2016
01/2019
1.92$ -1.81 62.69%
4Y -17.08 02/2012
01/2016
0.47$ -9.53 0.66$ -3.46 0.86$ 5.63 1.24$ 16.52 01/2016
12/2019
1.84$ -1.24 61.48%
5Y -16.12 01/2011
12/2015
0.41$ -7.12 0.69$ -1.99 0.90$ 3.08 1.16$ 12.11 02/2016
01/2021
1.77$ -2.74 66.36%
6Y -7.04 01/2010
12/2015
0.64$ -4.49 0.75$ -1.65 0.90$ 1.82 1.11$ 8.49 02/2016
01/2022
1.63$ -4.49 67.35%
7Y -8.55 04/2013
03/2020
0.53$ -2.62 0.83$ -0.73 0.95$ 1.25 1.09$ 6.24 02/2016
01/2023
1.52$ -0.70 65.12%
8Y -7.83 04/2012
03/2020
0.52$ -3.86 0.72$ -1.64 0.87$ 2.65 1.23$ 6.67 02/2016
01/2024
1.67$ 6.67 66.22%
9Y -6.76 04/2011
03/2020
0.53$ -4.16 0.68$ -2.22 0.81$ 0.68 1.06$ 3.01 02/2010
01/2019
1.30$ 1.13 83.87%
10Y -5.79 10/2012
09/2022
0.55$ -4.34 0.64$ -2.56 0.77$ -0.79 0.92$ 1.79 02/2010
01/2020
1.19$ 0.33 88.00%
11Y -4.61 01/2011
12/2021
0.59$ -3.94 0.64$ -2.92 0.72$ -0.97 0.89$ 2.04 03/2010
02/2021
1.24$ -2.89 86.84%
12Y -4.80 11/2010
10/2022
0.55$ -4.03 0.61$ -2.33 0.75$ -0.67 0.92$ 0.97 03/2010
02/2022
1.12$ -1.92 88.46%
13Y -3.68 11/2010
10/2023
0.61$ -3.37 0.64$ -0.97 0.88$ -0.53 0.93$ 0.26 02/2010
01/2023
1.03$ -2.65 92.86%
14Y 0.53 01/2010
12/2023
1.07$ 0.53 1.07$ 0.53 1.07$ 0.91 1.13$ 0.91 02/2010
01/2024
1.13$ 0.91 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return -0.38% +80.49%
Feb 2016 - Jan 2017
-39.60%
Apr 2019 - Mar 2020
50.63%
80 out of 158
US Inflation Adjusted -3.97% +76.07%
Feb 2016 - Jan 2017
-40.51%
Apr 2019 - Mar 2020
57.59%
91 out of 158
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 -1.30% +52.09%
Feb 2016 - Jan 2018
-24.81%
Apr 2018 - Mar 2020
56.85%
83 out of 146
US Inflation Adjusted -3.86% +48.62%
Feb 2016 - Jan 2018
-26.07%
Apr 2018 - Mar 2020
63.70%
93 out of 146
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 -0.77% +26.98%
Feb 2016 - Jan 2019
-23.76%
Feb 2013 - Jan 2016
51.49%
69 out of 134
US Inflation Adjusted -3.73% +24.43%
Feb 2016 - Jan 2019
-24.40%
Feb 2013 - Jan 2016
62.69%
84 out of 134
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 -0.49% +19.00%
Jan 2016 - Dec 2019
-16.20%
Feb 2012 - Jan 2016
52.46%
64 out of 122
US Inflation Adjusted -3.46% +16.52%
Jan 2016 - Dec 2019
-17.08%
Feb 2012 - Jan 2016
61.48%
75 out of 122
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 +0.41% +14.36%
Feb 2016 - Jan 2021
-14.85%
Jan 2011 - Dec 2015
46.36%
51 out of 110
US Inflation Adjusted -1.99% +12.11%
Feb 2016 - Jan 2021
-16.12%
Jan 2011 - Dec 2015
66.36%
73 out of 110
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 +0.69% +11.65%
Feb 2016 - Jan 2022
-5.63%
Jan 2010 - Dec 2015
39.80%
39 out of 98
US Inflation Adjusted -1.65% +8.49%
Feb 2016 - Jan 2022
-7.04%
Jan 2010 - Dec 2015
67.35%
66 out of 98
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 +1.24% +9.85%
Feb 2016 - Jan 2023
-7.16%
Apr 2013 - Mar 2020
25.58%
22 out of 86
US Inflation Adjusted -0.73% +6.24%
Feb 2016 - Jan 2023
-8.55%
Apr 2013 - Mar 2020
65.12%
56 out of 86
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 +0.38% +10.26%
Feb 2016 - Jan 2024
-6.43%
Apr 2012 - Mar 2020
47.30%
35 out of 74
US Inflation Adjusted -1.64% +6.67%
Feb 2016 - Jan 2024
-7.83%
Apr 2012 - Mar 2020
66.22%
49 out of 74
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 -0.07% +4.73%
Feb 2010 - Jan 2019
-5.24%
Apr 2011 - Mar 2020
51.61%
32 out of 62
US Inflation Adjusted -2.22% +3.01%
Feb 2010 - Jan 2019
-6.76%
Apr 2011 - Mar 2020
83.87%
52 out of 62
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 -0.70% +3.58%
Feb 2010 - Jan 2020
-3.41%
Oct 2012 - Sep 2022
68.00%
34 out of 50
US Inflation Adjusted -2.56% +1.79%
Feb 2010 - Jan 2020
-5.79%
Oct 2012 - Sep 2022
88.00%
44 out of 50
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 -0.57% +3.85%
Mar 2010 - Feb 2021
-2.49%
Jan 2011 - Dec 2021
73.68%
28 out of 38
US Inflation Adjusted -2.92% +2.04%
Mar 2010 - Feb 2021
-4.61%
Jan 2011 - Dec 2021
86.84%
33 out of 38
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 +0.18% +3.26%
Mar 2010 - Feb 2022
-2.33%
Nov 2010 - Oct 2022
38.46%
10 out of 26
US Inflation Adjusted -2.33% +0.97%
Mar 2010 - Feb 2022
-4.80%
Nov 2010 - Oct 2022
88.46%
23 out of 26
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
35.71%
5 out of 14
US Inflation Adjusted -0.97% +0.26%
Feb 2010 - Jan 2023
-3.68%
Nov 2010 - Oct 2023
92.86%
13 out of 14
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 +3.08% +3.49%
Feb 2010 - Jan 2024
+3.08%
Jan 2010 - Dec 2023
0.00%
0 out of 2
US Inflation Adjusted +0.53% +0.91%
Feb 2010 - Jan 2024
+0.53%
Jan 2010 - Dec 2023
0.00%
0 out of 2
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.