iShares MSCI Philippines ETF (EPHE): Rolling Returns

Data Source: from January 2011 to February 2024 (~13 years)
Consolidated Returns as of 29 February 2024

Holding the iShares MSCI Philippines ETF (EPHE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~13 years), the longest period with a negative return lasted 141 months (from January 2011 to September 2022).

This means that every rolling period of 142 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MSCI Philippines ETF (EPHE) 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 PHILIPPINES ETF (EPHE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2011 - 29 February 2024 (~13 years)
Inflation Adjusted:
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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 -32.30 04/2019
03/2020
0.67$ -17.50 0.82$ -3.29 0.96$ 11.60 1.11$ 27.86 04/2020
03/2021
1.27$ 6.10 55.96%
2Y -18.29 04/2018
03/2020
0.66$ -8.66 0.83$ -3.15 0.93$ 2.09 1.04$ 17.27 04/2020
03/2022
1.37$ -7.02 74.23%
3Y -12.02 10/2019
09/2022
0.68$ -7.77 0.78$ -2.36 0.93$ 0.85 1.02$ 6.61 04/2020
03/2023
1.21$ -1.58 74.12%
4Y -10.45 04/2016
03/2020
0.64$ -6.51 0.76$ -3.58 0.86$ -0.79 0.96$ 2.18 03/2014
02/2018
1.09$ -0.17 90.41%
5Y -10.57 04/2015
03/2020
0.57$ -6.29 0.72$ -3.59 0.83$ -0.06 0.99$ 0.81 04/2014
03/2019
1.04$ -2.70 86.89%
6Y -7.59 10/2016
09/2022
0.62$ -5.51 0.71$ -4.39 0.76$ -1.90 0.89$ 0.86 03/2016
02/2022
1.05$ -3.41 95.92%
7Y -5.43 09/2016
08/2023
0.67$ -4.77 0.71$ -2.76 0.82$ -1.95 0.87$ -1.05 03/2014
02/2021
0.92$ -1.69 100.00%
8Y -5.82 10/2014
09/2022
0.61$ -4.55 0.68$ -3.70 0.73$ -1.79 0.86$ 0.30 03/2014
02/2022
1.02$ -1.17 96.00%
9Y -4.47 11/2014
10/2023
0.66$ -4.02 0.69$ -3.26 0.74$ -2.29 0.81$ -1.74 04/2014
03/2023
0.85$ -3.62 100.00%
10Y -1.21 03/2014
02/2024
0.88$ -1.21 0.88$ -1.21 0.88$ -1.21 0.88$ -1.21 03/2014
02/2024
0.88$ -1.21 100.00%
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 -33.32 04/2019
03/2020
0.66$ -20.62 0.79$ -5.93 0.94$ 8.62 1.08$ 24.60 04/2020
03/2021
1.24$ 3.30 61.47%
2Y -19.66 04/2018
03/2020
0.64$ -11.97 0.77$ -6.49 0.87$ 0.41 1.00$ 11.11 04/2020
03/2022
1.23$ -10.88 82.47%
3Y -16.16 10/2019
09/2022
0.58$ -10.92 0.70$ -5.61 0.84$ -1.15 0.96$ 1.21 04/2020
03/2023
1.03$ -6.73 94.12%
4Y -12.57 11/2019
10/2023
0.58$ -9.97 0.65$ -6.33 0.76$ -3.05 0.88$ 0.72 03/2014
02/2018
1.02$ -4.51 98.63%
5Y -12.30 10/2017
09/2022
0.51$ -8.76 0.63$ -6.35 0.72$ -2.63 0.87$ -0.68 04/2014
03/2019
0.96$ -6.54 100.00%
6Y -10.71 10/2016
09/2022
0.50$ -8.74 0.57$ -6.41 0.67$ -3.99 0.78$ -2.14 03/2016
02/2022
0.87$ -6.83 100.00%
7Y -8.64 09/2016
08/2023
0.53$ -7.90 0.56$ -5.88 0.65$ -4.22 0.73$ -2.63 03/2014
02/2021
0.82$ -4.98 100.00%
8Y -8.39 10/2014
09/2022
0.49$ -7.45 0.53$ -6.44 0.58$ -4.40 0.69$ -2.04 03/2014
02/2022
0.84$ -4.40 100.00%
9Y -7.18 11/2014
10/2023
0.51$ -6.69 0.53$ -6.09 0.56$ -4.94 0.63$ -4.38 04/2014
03/2023
0.66$ -6.51 100.00%
10Y -3.88 03/2014
02/2024
0.67$ -3.88 0.67$ -3.88 0.67$ -3.88 0.67$ -3.88 03/2014
02/2024
0.67$ -3.88 100.00%
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 -32.30 04/2019
03/2020
0.67$ -14.97 0.85$ 2.51 1.02$ 19.01 1.19$ 48.96 03/2012
02/2013
1.48$ 6.10 46.26%
2Y -18.29 04/2018
03/2020
0.66$ -7.74 0.85$ -0.97 0.98$ 11.13 1.23$ 35.77 03/2011
02/2013
1.84$ -7.02 54.07%
3Y -12.02 10/2019
09/2022
0.68$ -5.91 0.83$ -1.05 0.96$ 9.84 1.32$ 22.64 10/2011
09/2014
1.84$ -1.58 56.10%
4Y -10.45 04/2016
03/2020
0.64$ -5.34 0.80$ -2.16 0.91$ 7.28 1.32$ 18.35 03/2011
02/2015
1.96$ -0.17 65.77%
5Y -10.57 04/2015
03/2020
0.57$ -5.21 0.76$ -1.49 0.92$ 5.10 1.28$ 12.90 10/2011
09/2016
1.83$ -2.70 62.63%
6Y -7.59 10/2016
09/2022
0.62$ -5.19 0.72$ -1.90 0.89$ 5.78 1.40$ 10.61 10/2011
09/2017
1.83$ -3.41 63.22%
7Y -7.27 04/2013
03/2020
0.58$ -4.59 0.71$ -1.97 0.86$ 4.13 1.32$ 8.84 02/2011
01/2018
1.80$ -1.69 64.00%
8Y -5.82 10/2014
09/2022
0.61$ -3.83 0.73$ -1.07 0.91$ 4.95 1.47$ 6.68 10/2011
09/2019
1.67$ -1.17 66.67%
9Y -4.47 11/2014
10/2023
0.66$ -3.40 0.73$ -0.21 0.98$ 1.98 1.19$ 4.60 02/2011
01/2020
1.49$ -3.62 54.90%
10Y -3.46 05/2013
04/2023
0.70$ -2.42 0.78$ -0.59 0.94$ 3.57 1.41$ 4.24 10/2011
09/2021
1.51$ -1.21 53.85%
11Y -2.42 03/2013
02/2024
0.76$ -1.74 0.82$ 0.81 1.09$ 2.50 1.31$ 4.53 03/2011
02/2022
1.62$ -2.42 37.04%
12Y 0.73 09/2011
08/2023
1.09$ 0.74 1.09$ 1.43 1.18$ 2.28 1.31$ 2.85 02/2011
01/2023
1.40$ 1.08 0.00%
13Y 1.30 01/2011
12/2023
1.18$ 1.30 1.18$ 2.31 1.34$ 2.67 1.40$ 2.67 03/2011
02/2024
1.40$ 2.67 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 -33.32 04/2019
03/2020
0.66$ -17.67 0.82$ -0.55 0.99$ 16.59 1.16$ 46.01 03/2012
02/2013
1.46$ 3.30 51.02%
2Y -19.66 04/2018
03/2020
0.64$ -11.67 0.78$ -3.27 0.93$ 9.41 1.19$ 32.51 03/2011
02/2013
1.75$ -10.88 60.74%
3Y -16.16 10/2019
09/2022
0.58$ -9.80 0.73$ -3.37 0.90$ 8.42 1.27$ 20.74 10/2011
09/2014
1.76$ -6.73 71.54%
4Y -12.57 11/2019
10/2023
0.58$ -9.20 0.67$ -4.51 0.83$ 6.22 1.27$ 16.62 03/2011
02/2015
1.84$ -4.51 72.07%
5Y -12.30 10/2017
09/2022
0.51$ -8.40 0.64$ -3.38 0.84$ 3.71 1.19$ 11.50 10/2011
09/2016
1.72$ -6.54 72.73%
6Y -10.71 10/2016
09/2022
0.50$ -7.66 0.61$ -3.74 0.79$ 4.23 1.28$ 9.07 10/2011
09/2017
1.68$ -6.83 74.71%
7Y -8.66 04/2013
03/2020
0.53$ -7.61 0.57$ -4.09 0.74$ 2.53 1.19$ 7.03 02/2011
01/2018
1.60$ -4.98 69.33%
8Y -8.39 10/2014
09/2022
0.49$ -6.67 0.57$ -2.82 0.79$ 3.33 1.29$ 5.04 10/2011
09/2019
1.48$ -4.40 76.19%
9Y -7.18 11/2014
10/2023
0.51$ -6.06 0.56$ -2.88 0.76$ 0.37 1.03$ 2.86 01/2012
12/2020
1.28$ -6.51 80.39%
10Y -6.01 05/2013
04/2023
0.53$ -4.82 0.61$ -3.11 0.72$ 1.63 1.17$ 2.29 10/2011
09/2021
1.25$ -3.88 64.10%
11Y -4.91 03/2013
02/2024
0.57$ -4.27 0.61$ -1.62 0.83$ 0.11 1.01$ 2.20 03/2011
02/2022
1.27$ -4.91 81.48%
12Y -1.79 09/2011
08/2023
0.80$ -1.78 0.80$ -1.10 0.87$ -0.29 0.96$ 0.26 02/2011
01/2023
1.03$ -1.45 93.33%
13Y -1.29 01/2011
12/2023
0.84$ -1.29 0.84$ -0.31 0.96$ 0.07 1.00$ 0.07 03/2011
02/2024
1.00$ 0.07 66.67%
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 +2.51% +48.96%
Mar 2012 - Feb 2013
-32.30%
Apr 2019 - Mar 2020
46.26%
68 out of 147
US Inflation Adjusted -0.55% +46.01%
Mar 2012 - Feb 2013
-33.32%
Apr 2019 - Mar 2020
51.02%
75 out of 147
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 -0.97% +35.77%
Mar 2011 - Feb 2013
-18.29%
Apr 2018 - Mar 2020
54.07%
73 out of 135
US Inflation Adjusted -3.27% +32.51%
Mar 2011 - Feb 2013
-19.66%
Apr 2018 - Mar 2020
60.74%
82 out of 135
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 -1.05% +22.64%
Oct 2011 - Sep 2014
-12.02%
Oct 2019 - Sep 2022
56.10%
69 out of 123
US Inflation Adjusted -3.37% +20.74%
Oct 2011 - Sep 2014
-16.16%
Oct 2019 - Sep 2022
71.54%
88 out of 123
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 -2.16% +18.35%
Mar 2011 - Feb 2015
-10.45%
Apr 2016 - Mar 2020
65.77%
73 out of 111
US Inflation Adjusted -4.51% +16.62%
Mar 2011 - Feb 2015
-12.57%
Nov 2019 - Oct 2023
72.07%
80 out of 111
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 -1.49% +12.90%
Oct 2011 - Sep 2016
-10.57%
Apr 2015 - Mar 2020
62.63%
62 out of 99
US Inflation Adjusted -3.38% +11.50%
Oct 2011 - Sep 2016
-12.30%
Oct 2017 - Sep 2022
72.73%
72 out of 99
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 -1.90% +10.61%
Oct 2011 - Sep 2017
-7.59%
Oct 2016 - Sep 2022
63.22%
55 out of 87
US Inflation Adjusted -3.74% +9.07%
Oct 2011 - Sep 2017
-10.71%
Oct 2016 - Sep 2022
74.71%
65 out of 87
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 -1.97% +8.84%
Feb 2011 - Jan 2018
-7.27%
Apr 2013 - Mar 2020
64.00%
48 out of 75
US Inflation Adjusted -4.09% +7.03%
Feb 2011 - Jan 2018
-8.66%
Apr 2013 - Mar 2020
69.33%
52 out of 75
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 -1.07% +6.68%
Oct 2011 - Sep 2019
-5.82%
Oct 2014 - Sep 2022
66.67%
42 out of 63
US Inflation Adjusted -2.82% +5.04%
Oct 2011 - Sep 2019
-8.39%
Oct 2014 - Sep 2022
76.19%
48 out of 63
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 -0.21% +4.60%
Feb 2011 - Jan 2020
-4.47%
Nov 2014 - Oct 2023
54.90%
28 out of 51
US Inflation Adjusted -2.88% +2.86%
Jan 2012 - Dec 2020
-7.18%
Nov 2014 - Oct 2023
80.39%
41 out of 51
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 -0.59% +4.24%
Oct 2011 - Sep 2021
-3.46%
May 2013 - Apr 2023
53.85%
21 out of 39
US Inflation Adjusted -3.11% +2.29%
Oct 2011 - Sep 2021
-6.01%
May 2013 - Apr 2023
64.10%
25 out of 39
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 +0.81% +4.53%
Mar 2011 - Feb 2022
-2.42%
Mar 2013 - Feb 2024
37.04%
10 out of 27
US Inflation Adjusted -1.62% +2.20%
Mar 2011 - Feb 2022
-4.91%
Mar 2013 - Feb 2024
81.48%
22 out of 27
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 +1.43% +2.85%
Feb 2011 - Jan 2023
+0.73%
Sep 2011 - Aug 2023
0.00%
0 out of 15
US Inflation Adjusted -1.10% +0.26%
Feb 2011 - Jan 2023
-1.79%
Sep 2011 - Aug 2023
93.33%
14 out of 15
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 +2.31% +2.67%
Mar 2011 - Feb 2024
+1.30%
Jan 2011 - Dec 2023
0.00%
0 out of 3
US Inflation Adjusted -0.31% +0.07%
Mar 2011 - Feb 2024
-1.29%
Jan 2011 - Dec 2023
66.67%
2 out of 3
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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