iShares MSCI Philippines ETF (EPHE): Rolling Returns

Data Source: from January 2011 to April 2024 (~13 years)
Consolidated Returns as of 30 April 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 144 months (from May 2012 to April 2024). This negative series is not closed yet.

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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 2011 - 30 April 2024 (~13 years)
Inflation Adjusted:

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
46.31%
69 out of 149
US Inflation Adjusted -0.55% +46.01%
Mar 2012 - Feb 2013
-33.32%
Apr 2019 - Mar 2020
51.01%
76 out of 149
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 -1.00% +35.77%
Mar 2011 - Feb 2013
-18.29%
Apr 2018 - Mar 2020
54.74%
75 out of 137
US Inflation Adjusted -3.39% +32.51%
Mar 2011 - Feb 2013
-19.66%
Apr 2018 - Mar 2020
61.31%
84 out of 137
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
56.80%
71 out of 125
US Inflation Adjusted -3.52% +20.74%
Oct 2011 - Sep 2014
-16.16%
Oct 2019 - Sep 2022
72.00%
90 out of 125
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 -2.11% +18.35%
Mar 2011 - Feb 2015
-10.45%
Apr 2016 - Mar 2020
64.60%
73 out of 113
US Inflation Adjusted -4.41% +16.62%
Mar 2011 - Feb 2015
-12.57%
Nov 2019 - Oct 2023
71.68%
81 out of 113
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 -1.51% +12.90%
Oct 2011 - Sep 2016
-10.57%
Apr 2015 - Mar 2020
63.37%
64 out of 101
US Inflation Adjusted -3.41% +11.50%
Oct 2011 - Sep 2016
-12.30%
Oct 2017 - Sep 2022
73.27%
74 out of 101
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 -2.03% +10.61%
Oct 2011 - Sep 2017
-7.59%
Oct 2016 - Sep 2022
64.04%
57 out of 89
US Inflation Adjusted -3.82% +9.07%
Oct 2011 - Sep 2017
-10.71%
Oct 2016 - Sep 2022
75.28%
67 out of 89
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 -1.98% +8.84%
Feb 2011 - Jan 2018
-7.27%
Apr 2013 - Mar 2020
64.94%
50 out of 77
US Inflation Adjusted -4.22% +7.03%
Feb 2011 - Jan 2018
-8.66%
Apr 2013 - Mar 2020
70.13%
54 out of 77
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 -1.17% +6.68%
Oct 2011 - Sep 2019
-5.82%
Oct 2014 - Sep 2022
67.69%
44 out of 65
US Inflation Adjusted -3.15% +5.04%
Oct 2011 - Sep 2019
-8.39%
Oct 2014 - Sep 2022
76.92%
50 out of 65
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 -0.81% +4.60%
Feb 2011 - Jan 2020
-4.47%
Nov 2014 - Oct 2023
56.60%
30 out of 53
US Inflation Adjusted -2.97% +2.86%
Jan 2012 - Dec 2020
-7.18%
Nov 2014 - Oct 2023
81.13%
43 out of 53
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 -0.60% +4.24%
Oct 2011 - Sep 2021
-3.46%
May 2013 - Apr 2023
56.10%
23 out of 41
US Inflation Adjusted -3.28% +2.29%
Oct 2011 - Sep 2021
-6.01%
May 2013 - Apr 2023
65.85%
27 out of 41
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 +0.64% +4.53%
Mar 2011 - Feb 2022
-3.39%
May 2013 - Apr 2024
41.38%
12 out of 29
US Inflation Adjusted -1.87% +2.20%
Mar 2011 - Feb 2022
-6.00%
May 2013 - Apr 2024
82.76%
24 out of 29
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 +1.30% +2.85%
Feb 2011 - Jan 2023
-0.21%
May 2012 - Apr 2024
5.88%
1 out of 17
US Inflation Adjusted -1.23% +0.26%
Feb 2011 - Jan 2023
-2.77%
May 2012 - Apr 2024
94.12%
16 out of 17
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 +2.16% +2.67%
Mar 2011 - Feb 2024
+1.10%
May 2011 - Apr 2024
0.00%
0 out of 5
US Inflation Adjusted -0.45% +0.03%
Mar 2011 - Feb 2024
-1.47%
May 2011 - Apr 2024
80.00%
4 out of 5
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.