iShares MSCI South Africa ETF (EZA): Rolling Returns

Simulation Settings
Category:
Period: January 2004 - June 2025 (~22 years)
Initial Amount: 1$
Currency: USD
Inflation: US
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When holding the iShares MSCI South Africa ETF (EZA) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~22 years), the longest duration with a negative return was 198 months (from November 2007 to April 2024).

This indicates that, within the same timeframe, any rolling period of 199 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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
Time Period: 1 July 2005 - 30 June 2025 (20 Years)
Time Period: 1 January 2004 - 30 June 2025 (~22 years)
All Data
(2004/01 - 2025/06)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES MSCI SOUTH AFRICA ETF (EZA) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2004 - 30 June 2025 (~22 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-52.86%
Nov 2007 - Oct 2008
+4.94% +84.57%
Apr 2020 - Mar 2021
40.49%
100 out of 247
-54.55%
Nov 2007 - Oct 2008
+2.91% +79.86%
Apr 2020 - Mar 2021
43.32%
107 out of 247
-30.49%
Apr 2018 - Mar 2020
+4.06% +55.72%
Mar 2009 - Feb 2011
37.45%
88 out of 235
-31.65%
Apr 2018 - Mar 2020
+1.10% +52.46%
Mar 2009 - Feb 2011
45.96%
108 out of 235
-15.09%
Apr 2017 - Mar 2020
+2.63% +38.45%
May 2004 - Apr 2007
34.08%
76 out of 223
-16.69%
Apr 2017 - Mar 2020
+0.09% +34.17%
May 2004 - Apr 2007
49.33%
110 out of 223
-9.74%
Apr 2016 - Mar 2020
+2.23% +27.03%
May 2004 - Apr 2008
33.18%
70 out of 211
-11.55%
Apr 2016 - Mar 2020
-0.41% +22.89%
May 2004 - Apr 2008
51.66%
109 out of 211
-11.63%
Apr 2015 - Mar 2020
+3.39% +18.87%
Mar 2009 - Feb 2014
32.16%
64 out of 199
-13.20%
Apr 2015 - Mar 2020
+0.94% +16.47%
Mar 2009 - Feb 2014
42.21%
84 out of 199
-9.28%
Apr 2014 - Mar 2020
+2.42% +18.15%
May 2004 - Apr 2010
29.95%
56 out of 187
-10.62%
Apr 2014 - Mar 2020
+0.25% +15.84%
Mar 2009 - Feb 2015
48.66%
91 out of 187
-7.18%
Apr 2013 - Mar 2020
+2.10% +20.04%
May 2004 - Apr 2011
26.29%
46 out of 175
-8.57%
Apr 2013 - Mar 2020
+0.08% +17.02%
May 2004 - Apr 2011
49.14%
86 out of 175
-6.82%
Apr 2012 - Mar 2020
+2.40% +16.11%
May 2004 - Apr 2012
27.61%
45 out of 163
-8.22%
Apr 2012 - Mar 2020
-0.16% +13.23%
May 2004 - Apr 2012
50.92%
83 out of 163
-6.37%
Apr 2011 - Mar 2020
+2.19% +14.17%
Jan 2004 - Dec 2012
27.15%
41 out of 151
-7.88%
Apr 2011 - Mar 2020
+0.03% +11.41%
Jan 2004 - Dec 2012
49.67%
75 out of 151
-3.71%
Apr 2010 - Mar 2020
+2.16% +13.10%
May 2004 - Apr 2014
21.58%
30 out of 139
-5.35%
Apr 2010 - Mar 2020
+0.34% +10.50%
May 2004 - Apr 2014
48.92%
68 out of 139
-1.22%
Oct 2012 - Sep 2023
+2.13% +12.60%
May 2004 - Apr 2015
17.32%
22 out of 127
-3.75%
Oct 2012 - Sep 2023
+0.34% +10.26%
May 2004 - Apr 2015
48.03%
61 out of 127
-1.85%
May 2008 - Apr 2020
+2.26% +9.54%
May 2004 - Apr 2016
17.39%
20 out of 115
-4.15%
Jun 2011 - May 2023
+0.18% +7.34%
May 2004 - Apr 2016
44.35%
51 out of 115
-2.05%
Apr 2007 - Mar 2020
+2.64% +9.52%
May 2004 - Apr 2017
15.53%
16 out of 103
-3.76%
Apr 2007 - Mar 2020
+0.53% +7.32%
May 2004 - Apr 2017
41.75%
43 out of 103
-1.37%
Apr 2006 - Mar 2020
+2.25% +10.07%
Feb 2004 - Jan 2018
3.30%
3 out of 91
-3.16%
Apr 2006 - Mar 2020
+0.08% +7.82%
Feb 2004 - Jan 2018
46.15%
42 out of 91
-0.73%
Nov 2007 - Oct 2022
+3.14% +8.36%
May 2004 - Apr 2019
2.53%
2 out of 79
-3.04%
Nov 2007 - Oct 2022
+0.92% +6.15%
May 2004 - Apr 2019
26.58%
21 out of 79
-0.58%
Nov 2007 - Oct 2023
+3.65% +7.14%
Jan 2004 - Dec 2019
1.49%
1 out of 67
-2.95%
Nov 2007 - Oct 2023
+1.38% +4.94%
Jan 2004 - Dec 2019
32.84%
22 out of 67
+0.88%
May 2007 - Apr 2024
+2.77% +7.61%
Jun 2004 - May 2021
0.00%
0 out of 55
-1.58%
May 2007 - Apr 2024
+0.39% +5.39%
May 2004 - Apr 2021
41.82%
23 out of 55
+1.40%
May 2006 - Apr 2024
+3.64% +7.11%
May 2004 - Apr 2022
0.00%
0 out of 43
-1.08%
May 2006 - Apr 2024
+1.10% +4.60%
Feb 2004 - Jan 2022
20.93%
9 out of 43
+2.41%
Feb 2006 - Jan 2025
+4.29% +6.32%
May 2004 - Apr 2023
0.00%
0 out of 31
-0.10%
Feb 2006 - Jan 2025
+1.74% +3.66%
May 2004 - Apr 2023
3.23%
1 out of 31
+4.06%
Jan 2005 - Dec 2024
+5.48% +5.98%
Aug 2004 - Jul 2024
0.00%
0 out of 19
+1.47%
Jan 2005 - Dec 2024
+2.86% +3.33%
Aug 2004 - Jul 2024
0.00%
0 out of 19
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