Data Source: from January 2004 to April 2024 (~20 years)
Consolidated Returns as of 30 April 2024
Consolidated Returns as of 30 April 2024
Holding the iShares MSCI South Africa ETF (EZA) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~20 years), the longest period with a negative return lasted 198 months (from November 2007 to April 2024). This negative series is not closed yet.
To obtain comprehensive information, please consult the iShares MSCI South Africa ETF (EZA) 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 SOUTH AFRICA ETF (EZA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 January 2004 - 30 April 2024 (~20 years)
Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.56% |
+84.57%
Apr 2020 - Mar 2021 |
-52.86%
Nov 2007 - Oct 2008 |
42.92%
100 out of 233 |
| US Inflation Adjusted | +1.37% |
+79.86%
Apr 2020 - Mar 2021 |
-54.55%
Nov 2007 - Oct 2008 |
45.92%
107 out of 233 |
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 | +3.07% |
+55.72%
Mar 2009 - Feb 2011 |
-30.49%
Apr 2018 - Mar 2020 |
39.37%
87 out of 221 |
| US Inflation Adjusted | +0.23% |
+52.46%
Mar 2009 - Feb 2011 |
-31.65%
Apr 2018 - Mar 2020 |
48.42%
107 out of 221 |
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 | +2.70% |
+38.45%
May 2004 - Apr 2007 |
-15.09%
Apr 2017 - Mar 2020 |
33.97%
71 out of 209 |
| US Inflation Adjusted | +0.12% |
+34.17%
May 2004 - Apr 2007 |
-16.69%
Apr 2017 - Mar 2020 |
48.80%
102 out of 209 |
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 | +1.74% |
+27.03%
May 2004 - Apr 2008 |
-9.74%
Apr 2016 - Mar 2020 |
35.53%
70 out of 197 |
| US Inflation Adjusted | -0.42% |
+22.89%
May 2004 - Apr 2008 |
-11.55%
Apr 2016 - Mar 2020 |
52.28%
103 out of 197 |
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 | +3.10% |
+18.87%
Mar 2009 - Feb 2014 |
-11.63%
Apr 2015 - Mar 2020 |
34.59%
64 out of 185 |
| US Inflation Adjusted | +1.10% |
+16.47%
Mar 2009 - Feb 2014 |
-13.20%
Apr 2015 - Mar 2020 |
42.70%
79 out of 185 |
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 | +2.14% |
+18.15%
May 2004 - Apr 2010 |
-9.28%
Apr 2014 - Mar 2020 |
31.79%
55 out of 173 |
| US Inflation Adjusted | +0.38% |
+15.84%
Mar 2009 - Feb 2015 |
-10.62%
Apr 2014 - Mar 2020 |
47.40%
82 out of 173 |
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 | +2.88% |
+20.04%
May 2004 - Apr 2011 |
-7.18%
Apr 2013 - Mar 2020 |
26.09%
42 out of 161 |
| US Inflation Adjusted | +0.67% |
+17.02%
May 2004 - Apr 2011 |
-8.57%
Apr 2013 - Mar 2020 |
45.34%
73 out of 161 |
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 | +2.37% |
+16.11%
May 2004 - Apr 2012 |
-6.82%
Apr 2012 - Mar 2020 |
30.20%
45 out of 149 |
| US Inflation Adjusted | +0.32% |
+13.23%
May 2004 - Apr 2012 |
-8.22%
Apr 2012 - Mar 2020 |
47.65%
71 out of 149 |
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 | +1.85% |
+14.17%
Jan 2004 - Dec 2012 |
-6.37%
Apr 2011 - Mar 2020 |
28.47%
39 out of 137 |
| US Inflation Adjusted | -0.08% |
+11.41%
Jan 2004 - Dec 2012 |
-7.88%
Apr 2011 - Mar 2020 |
50.36%
69 out of 137 |
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 | +2.26% |
+13.10%
May 2004 - Apr 2014 |
-3.71%
Apr 2010 - Mar 2020 |
21.60%
27 out of 125 |
| US Inflation Adjusted | +0.46% |
+10.50%
May 2004 - Apr 2014 |
-5.35%
Apr 2010 - Mar 2020 |
43.20%
54 out of 125 |
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 | +2.45% |
+12.60%
May 2004 - Apr 2015 |
-1.22%
Oct 2012 - Sep 2023 |
19.47%
22 out of 113 |
| US Inflation Adjusted | +0.70% |
+10.26%
May 2004 - Apr 2015 |
-3.75%
Oct 2012 - Sep 2023 |
41.59%
47 out of 113 |
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 | +2.84% |
+9.54%
May 2004 - Apr 2016 |
-1.85%
May 2008 - Apr 2020 |
18.81%
19 out of 101 |
| US Inflation Adjusted | +0.79% |
+7.34%
May 2004 - Apr 2016 |
-4.15%
Jun 2011 - May 2023 |
38.61%
39 out of 101 |
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 | +3.02% |
+9.52%
May 2004 - Apr 2017 |
-2.05%
Apr 2007 - Mar 2020 |
16.85%
15 out of 89 |
| US Inflation Adjusted | +1.10% |
+7.32%
May 2004 - Apr 2017 |
-3.76%
Apr 2007 - Mar 2020 |
35.96%
32 out of 89 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 14 Years (168 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +2.49% |
+10.07%
Feb 2004 - Jan 2018 |
-1.37%
Apr 2006 - Mar 2020 |
2.60%
2 out of 77 |
| US Inflation Adjusted | +0.51% |
+7.82%
Feb 2004 - Jan 2018 |
-3.16%
Apr 2006 - Mar 2020 |
36.36%
28 out of 77 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.21% |
+8.36%
May 2004 - Apr 2019 |
-0.73%
Nov 2007 - Oct 2022 |
3.08%
2 out of 65 |
| US Inflation Adjusted | +1.15% |
+6.15%
May 2004 - Apr 2019 |
-3.04%
Nov 2007 - Oct 2022 |
29.23%
19 out of 65 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.40% |
+7.14%
Jan 2004 - Dec 2019 |
-0.58%
Nov 2007 - Oct 2023 |
1.89%
1 out of 53 |
| US Inflation Adjusted | +1.07% |
+4.94%
Jan 2004 - Dec 2019 |
-2.95%
Nov 2007 - Oct 2023 |
37.74%
20 out of 53 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +3.74% |
+7.61%
Jun 2004 - May 2021 |
+0.88%
May 2007 - Apr 2024 |
0.00%
0 out of 41 |
| US Inflation Adjusted | +1.27% |
+5.39%
May 2004 - Apr 2021 |
-1.56%
May 2007 - Apr 2024 |
31.71%
13 out of 41 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +4.31% |
+7.11%
May 2004 - Apr 2022 |
+1.40%
May 2006 - Apr 2024 |
0.00%
0 out of 29 |
| US Inflation Adjusted | +1.73% |
+4.60%
Feb 2004 - Jan 2022 |
-1.06%
May 2006 - Apr 2024 |
13.79%
4 out of 29 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.08% |
+6.32%
May 2004 - Apr 2023 |
+3.20%
Mar 2005 - Feb 2024 |
0.00%
0 out of 17 |
| US Inflation Adjusted | +2.45% |
+3.66%
May 2004 - Apr 2023 |
+0.62%
Mar 2005 - Feb 2024 |
0.00%
0 out of 17 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 20 Years (240 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.31% |
+5.79%
May 2004 - Apr 2024 |
+4.75%
Mar 2004 - Feb 2024 |
0.00%
0 out of 5 |
| US Inflation Adjusted | +2.67% |
+3.12%
May 2004 - Apr 2024 |
+2.11%
Mar 2004 - Feb 2024 |
0.00%
0 out of 5 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the iShares MSCI South Africa ETF (EZA) ETF: Historical Returns page.
