iShares MSCI Peru ETF (EPU): Rolling Returns

Data Source: from January 2010 to June 2024 (~15 years)
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.

ISHARES MSCI PERU ETF (EPU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2010 - 30 June 2024 (~15 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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