Consolidated Returns as of 30 June 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 (~14 years), the longest period with a negative return lasted 147 months (from April 2012 to June 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.47% |
+48.96%
Mar 2012 - Feb 2013 |
-32.30%
Apr 2019 - Mar 2020 |
47.02%
71 out of 151 |
US Inflation Adjusted | -0.69% |
+46.01%
Mar 2012 - Feb 2013 |
-33.32%
Apr 2019 - Mar 2020 |
51.66%
78 out of 151 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.00% |
+35.77%
Mar 2011 - Feb 2013 |
-18.29%
Apr 2018 - Mar 2020 |
55.40%
77 out of 139 |
US Inflation Adjusted | -3.39% |
+32.51%
Mar 2011 - Feb 2013 |
-19.66%
Apr 2018 - Mar 2020 |
61.87%
86 out of 139 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.14% |
+22.64%
Oct 2011 - Sep 2014 |
-12.02%
Oct 2019 - Sep 2022 |
57.48%
73 out of 127 |
US Inflation Adjusted | -3.53% |
+20.74%
Oct 2011 - Sep 2014 |
-16.16%
Oct 2019 - Sep 2022 |
72.44%
92 out of 127 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -2.09% |
+18.35%
Mar 2011 - Feb 2015 |
-10.45%
Apr 2016 - Mar 2020 |
64.35%
74 out of 115 |
US Inflation Adjusted | -4.41% |
+16.62%
Mar 2011 - Feb 2015 |
-12.57%
Nov 2019 - Oct 2023 |
72.17%
83 out of 115 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.54% |
+12.90%
Oct 2011 - Sep 2016 |
-10.57%
Apr 2015 - Mar 2020 |
64.08%
66 out of 103 |
US Inflation Adjusted | -3.52% |
+11.50%
Oct 2011 - Sep 2016 |
-12.30%
Oct 2017 - Sep 2022 |
73.79%
76 out of 103 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -2.18% |
+10.61%
Oct 2011 - Sep 2017 |
-7.59%
Oct 2016 - Sep 2022 |
64.84%
59 out of 91 |
US Inflation Adjusted | -3.99% |
+9.07%
Oct 2011 - Sep 2017 |
-10.71%
Oct 2016 - Sep 2022 |
75.82%
69 out of 91 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.99% |
+8.84%
Feb 2011 - Jan 2018 |
-7.27%
Apr 2013 - Mar 2020 |
65.82%
52 out of 79 |
US Inflation Adjusted | -4.34% |
+7.03%
Feb 2011 - Jan 2018 |
-8.66%
Apr 2013 - Mar 2020 |
70.89%
56 out of 79 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.49% |
+6.68%
Oct 2011 - Sep 2019 |
-5.82%
Oct 2014 - Sep 2022 |
68.66%
46 out of 67 |
US Inflation Adjusted | -3.45% |
+5.04%
Oct 2011 - Sep 2019 |
-8.39%
Oct 2014 - Sep 2022 |
77.61%
52 out of 67 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -1.11% |
+4.60%
Feb 2011 - Jan 2020 |
-4.47%
Nov 2014 - Oct 2023 |
58.18%
32 out of 55 |
US Inflation Adjusted | -3.53% |
+2.86%
Jan 2012 - Dec 2020 |
-7.21%
Jun 2015 - May 2024 |
81.82%
45 out of 55 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | -0.78% |
+4.24%
Oct 2011 - Sep 2021 |
-3.46%
May 2013 - Apr 2023 |
58.14%
25 out of 43 |
US Inflation Adjusted | -3.28% |
+2.29%
Oct 2011 - Sep 2021 |
-6.01%
May 2013 - Apr 2023 |
67.44%
29 out of 43 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +0.29% |
+4.53%
Mar 2011 - Feb 2022 |
-3.39%
May 2013 - Apr 2024 |
45.16%
14 out of 31 |
US Inflation Adjusted | -2.20% |
+2.20%
Mar 2011 - Feb 2022 |
-6.00%
May 2013 - Apr 2024 |
83.87%
26 out of 31 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.25% |
+2.85%
Feb 2011 - Jan 2023 |
-0.73%
Jul 2012 - Jun 2024 |
15.79%
3 out of 19 |
US Inflation Adjusted | -1.25% |
+0.26%
Feb 2011 - Jan 2023 |
-3.30%
Jul 2012 - Jun 2024 |
94.74%
18 out of 19 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.30% |
+2.67%
Mar 2011 - Feb 2024 |
+0.92%
Jul 2011 - Jun 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | -1.29% |
+0.03%
Mar 2011 - Feb 2024 |
-1.62%
Jul 2011 - Jun 2024 |
85.71%
6 out of 7 |
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To obtain comprehensive information, please consult the iShares MSCI Philippines ETF (EPHE) ETF: Historical Returns page.