iShares MSCI Peru ETF (EPU): Rolling Returns

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Period: January 2010 - January 2025 (~15 years)
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 (~15 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 February 2015 - 31 January 2025 (10 Years)
Time Period: 1 January 2010 - 31 January 2025 (~15 years)
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 - 31 January 2025 (~15 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-39.60%
Apr 2019 - Mar 2020
+1.59% +80.49%
Feb 2016 - Jan 2017
47.06%
80 out of 170
-40.51%
Apr 2019 - Mar 2020
-2.38% +76.07%
Feb 2016 - Jan 2017
53.53%
91 out of 170
-24.81%
Apr 2018 - Mar 2020
-0.60% +52.09%
Feb 2016 - Jan 2018
52.53%
83 out of 158
-26.07%
Apr 2018 - Mar 2020
-3.06% +48.62%
Feb 2016 - Jan 2018
58.86%
93 out of 158
-23.76%
Feb 2013 - Jan 2016
+0.47% +26.98%
Feb 2016 - Jan 2019
47.26%
69 out of 146
-24.40%
Feb 2013 - Jan 2016
-2.11% +24.43%
Feb 2016 - Jan 2019
58.22%
85 out of 146
-16.20%
Feb 2012 - Jan 2016
+0.55% +19.00%
Jan 2016 - Dec 2019
47.76%
64 out of 134
-17.08%
Feb 2012 - Jan 2016
-2.28% +16.52%
Jan 2016 - Dec 2019
55.97%
75 out of 134
-14.85%
Jan 2011 - Dec 2015
+0.57% +14.36%
Feb 2016 - Jan 2021
41.80%
51 out of 122
-16.12%
Jan 2011 - Dec 2015
-1.52% +12.11%
Feb 2016 - Jan 2021
61.48%
75 out of 122
-5.63%
Jan 2010 - Dec 2015
+1.08% +11.65%
Feb 2016 - Jan 2022
35.45%
39 out of 110
-7.04%
Jan 2010 - Dec 2015
-1.15% +8.49%
Feb 2016 - Jan 2022
63.64%
70 out of 110
-7.16%
Apr 2013 - Mar 2020
+2.12% +9.85%
Feb 2016 - Jan 2023
22.45%
22 out of 98
-8.55%
Apr 2013 - Mar 2020
-0.56% +6.24%
Feb 2016 - Jan 2023
59.18%
58 out of 98
-6.43%
Apr 2012 - Mar 2020
+0.96% +10.26%
Feb 2016 - Jan 2024
40.70%
35 out of 86
-7.83%
Apr 2012 - Mar 2020
-1.31% +6.67%
Feb 2016 - Jan 2024
56.98%
49 out of 86
-5.24%
Apr 2011 - Mar 2020
+0.39% +11.95%
Feb 2016 - Jan 2025
43.24%
32 out of 74
-6.76%
Apr 2011 - Mar 2020
-1.76% +8.34%
Feb 2016 - Jan 2025
70.27%
52 out of 74
-3.41%
Oct 2012 - Sep 2022
-0.28% +6.32%
Feb 2015 - Jan 2025
54.84%
34 out of 62
-5.79%
Oct 2012 - Sep 2022
-2.28% +3.10%
Feb 2015 - Jan 2025
70.97%
44 out of 62
-2.49%
Jan 2011 - Dec 2021
-0.19% +5.55%
Dec 2013 - Nov 2024
56.00%
28 out of 50
-4.61%
Jan 2011 - Dec 2021
-2.57% +2.70%
Dec 2013 - Nov 2024
70.00%
35 out of 50
-2.33%
Nov 2010 - Oct 2022
+0.91% +3.26%
Mar 2010 - Feb 2022
26.32%
10 out of 38
-4.80%
Nov 2010 - Oct 2022
-1.59% +0.97%
Mar 2010 - Feb 2022
81.58%
31 out of 38
-1.14%
Nov 2010 - Oct 2023
+2.00% +4.43%
Oct 2011 - Sep 2024
19.23%
5 out of 26
-3.68%
Nov 2010 - Oct 2023
-0.54% +1.83%
Oct 2011 - Sep 2024
69.23%
18 out of 26
+1.19%
Jan 2011 - Dec 2024
+3.49% +4.68%
Jun 2010 - May 2024
0.00%
0 out of 14
-1.42%
Jan 2011 - Dec 2024
+0.91% +1.98%
Jun 2010 - May 2024
28.57%
4 out of 14
+4.23%
Jan 2010 - Dec 2024
+4.23% +4.88%
Feb 2010 - Jan 2025
0.00%
0 out of 2
+1.62%
Jan 2010 - Dec 2024
+1.62% +2.24%
Feb 2010 - Jan 2025
0.00%
0 out of 2
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