iShares MSCI South Africa ETF (EZA): Rolling Returns

Time Period: from January 2004 to October 2024 (~21 years)
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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 (~21 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 November 2004 - 31 October 2024 (20 Years)
Time Period: 1 January 2004 - 31 October 2024 (~21 years)
US Inflation Adjusted:

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Rolling Period Analysis

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ISHARES MSCI SOUTH AFRICA ETF (EZA) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2004 - 31 October 2024 (~21 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-52.86%
Nov 2007 - Oct 2008
+4.26% +84.57%
Apr 2020 - Mar 2021
41.84%
100 out of 239
-54.55%
Nov 2007 - Oct 2008
+1.88% +79.86%
Apr 2020 - Mar 2021
44.77%
107 out of 239
-30.49%
Apr 2018 - Mar 2020
+3.28% +55.72%
Mar 2009 - Feb 2011
38.77%
88 out of 227
-31.65%
Apr 2018 - Mar 2020
+0.65% +52.46%
Mar 2009 - Feb 2011
47.58%
108 out of 227
-15.09%
Apr 2017 - Mar 2020
+2.63% +38.45%
May 2004 - Apr 2007
33.95%
73 out of 215
-16.69%
Apr 2017 - Mar 2020
+0.09% +34.17%
May 2004 - Apr 2007
49.30%
106 out of 215
-9.74%
Apr 2016 - Mar 2020
+2.04% +27.03%
May 2004 - Apr 2008
34.48%
70 out of 203
-11.55%
Apr 2016 - Mar 2020
-0.31% +22.89%
May 2004 - Apr 2008
50.74%
103 out of 203
-11.63%
Apr 2015 - Mar 2020
+3.10% +18.87%
Mar 2009 - Feb 2014
33.51%
64 out of 191
-13.20%
Apr 2015 - Mar 2020
+0.89% +16.47%
Mar 2009 - Feb 2014
42.93%
82 out of 191
-9.28%
Apr 2014 - Mar 2020
+2.14% +18.15%
May 2004 - Apr 2010
31.28%
56 out of 179
-10.62%
Apr 2014 - Mar 2020
+0.29% +15.84%
Mar 2009 - Feb 2015
48.04%
86 out of 179
-7.18%
Apr 2013 - Mar 2020
+2.39% +20.04%
May 2004 - Apr 2011
25.75%
43 out of 167
-8.57%
Apr 2013 - Mar 2020
+0.33% +17.02%
May 2004 - Apr 2011
47.31%
79 out of 167
-6.82%
Apr 2012 - Mar 2020
+2.37% +16.11%
May 2004 - Apr 2012
29.03%
45 out of 155
-8.22%
Apr 2012 - Mar 2020
+0.18% +13.23%
May 2004 - Apr 2012
49.68%
77 out of 155
-6.37%
Apr 2011 - Mar 2020
+1.85% +14.17%
Jan 2004 - Dec 2012
28.67%
41 out of 143
-7.88%
Apr 2011 - Mar 2020
-0.11% +11.41%
Jan 2004 - Dec 2012
51.75%
74 out of 143
-3.71%
Apr 2010 - Mar 2020
+2.19% +13.10%
May 2004 - Apr 2014
22.90%
30 out of 131
-5.35%
Apr 2010 - Mar 2020
+0.41% +10.50%
May 2004 - Apr 2014
45.80%
60 out of 131
-1.22%
Oct 2012 - Sep 2023
+2.28% +12.60%
May 2004 - Apr 2015
18.49%
22 out of 119
-3.75%
Oct 2012 - Sep 2023
+0.62% +10.26%
May 2004 - Apr 2015
44.54%
53 out of 119
-1.85%
May 2008 - Apr 2020
+2.57% +9.54%
May 2004 - Apr 2016
17.76%
19 out of 107
-4.15%
Jun 2011 - May 2023
+0.63% +7.34%
May 2004 - Apr 2016
42.06%
45 out of 107
-2.05%
Apr 2007 - Mar 2020
+2.65% +9.52%
May 2004 - Apr 2017
16.84%
16 out of 95
-3.76%
Apr 2007 - Mar 2020
+0.70% +7.32%
May 2004 - Apr 2017
38.95%
37 out of 95
-1.37%
Apr 2006 - Mar 2020
+2.35% +10.07%
Feb 2004 - Jan 2018
2.41%
2 out of 83
-3.16%
Apr 2006 - Mar 2020
+0.37% +7.82%
Feb 2004 - Jan 2018
40.96%
34 out of 83
-0.73%
Nov 2007 - Oct 2022
+3.19% +8.36%
May 2004 - Apr 2019
2.82%
2 out of 71
-3.04%
Nov 2007 - Oct 2022
+0.96% +6.15%
May 2004 - Apr 2019
26.76%
19 out of 71
-0.58%
Nov 2007 - Oct 2023
+3.01% +7.14%
Jan 2004 - Dec 2019
1.69%
1 out of 59
-2.95%
Nov 2007 - Oct 2023
+0.96% +4.94%
Jan 2004 - Dec 2019
37.29%
22 out of 59
+0.88%
May 2007 - Apr 2024
+3.21% +7.61%
Jun 2004 - May 2021
0.00%
0 out of 47
-1.58%
May 2007 - Apr 2024
+0.77% +5.39%
May 2004 - Apr 2021
40.43%
19 out of 47
+1.40%
May 2006 - Apr 2024
+4.27% +7.11%
May 2004 - Apr 2022
0.00%
0 out of 35
-1.08%
May 2006 - Apr 2024
+1.72% +4.60%
Feb 2004 - Jan 2022
14.29%
5 out of 35
+3.20%
Mar 2005 - Feb 2024
+4.52% +6.32%
May 2004 - Apr 2023
0.00%
0 out of 23
+0.62%
Mar 2005 - Feb 2024
+1.93% +3.66%
May 2004 - Apr 2023
0.00%
0 out of 23
+4.75%
Mar 2004 - Feb 2024
+5.60% +5.98%
Aug 2004 - Jul 2024
0.00%
0 out of 11
+2.11%
Mar 2004 - Feb 2024
+2.94% +3.33%
Aug 2004 - Jul 2024
0.00%
0 out of 11
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