Consolidated Returns as of 30 April 2024
Holding the iShares MSCI Switzerland ETF (EWL) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~39 years), the longest period with a negative return lasted 132 months (from March 1998 to February 2009).
This means that every rolling period of 133 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI Switzerland ETF (EWL) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
The annualized return of the last 10 years has been 4.87% (updated at Apr 30, 2024).
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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.63% |
+115.30%
Mar 1985 - Feb 1986 |
-43.67%
Mar 2008 - Feb 2009 |
29.28%
135 out of 461 |
US Inflation Adjusted | +7.77% |
+110.38%
May 1985 - Apr 1986 |
-43.67%
Mar 2008 - Feb 2009 |
34.71%
160 out of 461 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.07% |
+68.18%
Mar 1985 - Feb 1987 |
-23.66%
Mar 2007 - Feb 2009 |
23.39%
105 out of 449 |
US Inflation Adjusted | +6.47% |
+64.00%
Mar 1985 - Feb 1987 |
-25.20%
Mar 2007 - Feb 2009 |
34.74%
156 out of 449 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.33% |
+39.03%
Mar 1985 - Feb 1988 |
-12.32%
Apr 2000 - Mar 2003 |
16.70%
73 out of 437 |
US Inflation Adjusted | +5.83% |
+34.97%
Mar 1985 - Feb 1988 |
-14.42%
Apr 2000 - Mar 2003 |
27.23%
119 out of 437 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.54% |
+27.08%
Apr 1992 - Mar 1996 |
-9.99%
Mar 1999 - Feb 2003 |
11.29%
48 out of 425 |
US Inflation Adjusted | +5.80% |
+23.58%
Apr 1992 - Mar 1996 |
-12.40%
Mar 1999 - Feb 2003 |
23.06%
98 out of 425 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.10% |
+26.96%
Mar 1993 - Feb 1998 |
-8.27%
Apr 1998 - Mar 2003 |
7.75%
32 out of 413 |
US Inflation Adjusted | +5.28% |
+23.85%
Mar 1993 - Feb 1998 |
-10.57%
Apr 1998 - Mar 2003 |
18.40%
76 out of 413 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.98% |
+24.40%
Apr 1992 - Mar 1998 |
-2.32%
Aug 1998 - Jul 2004 |
2.00%
8 out of 401 |
US Inflation Adjusted | +5.48% |
+21.28%
Apr 1992 - Mar 1998 |
-4.69%
Aug 1998 - Jul 2004 |
11.97%
48 out of 401 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.88% |
+21.61%
Aug 1991 - Jul 1998 |
-1.14%
Apr 1996 - Mar 2003 |
0.26%
1 out of 389 |
US Inflation Adjusted | +5.32% |
+18.51%
Aug 1991 - Jul 1998 |
-3.48%
Apr 1996 - Mar 2003 |
4.88%
19 out of 389 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.07% |
+18.17%
Apr 1990 - Mar 1998 |
-0.53%
Mar 2001 - Feb 2009 |
0.27%
1 out of 377 |
US Inflation Adjusted | +5.47% |
+14.81%
Apr 1990 - Mar 1998 |
-2.86%
Mar 2001 - Feb 2009 |
1.33%
5 out of 377 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.51% |
+19.66%
Mar 1985 - Feb 1994 |
+0.64%
Mar 2000 - Feb 2009 |
0.00%
0 out of 365 |
US Inflation Adjusted | +6.12% |
+15.45%
Mar 1985 - Feb 1994 |
-1.83%
Mar 2000 - Feb 2009 |
1.92%
7 out of 365 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.48% |
+17.82%
Mar 1985 - Feb 1995 |
-0.36%
Mar 1999 - Feb 2009 |
0.28%
1 out of 353 |
US Inflation Adjusted | +6.03% |
+13.76%
Mar 1985 - Feb 1995 |
-2.87%
Mar 1999 - Feb 2009 |
2.27%
8 out of 353 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.74% |
+19.11%
Mar 1985 - Feb 1996 |
-0.02%
Mar 1998 - Feb 2009 |
0.29%
1 out of 341 |
US Inflation Adjusted | +6.17% |
+15.09%
Mar 1985 - Feb 1996 |
-2.46%
Mar 1998 - Feb 2009 |
2.05%
7 out of 341 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.80% |
+17.39%
Mar 1985 - Feb 1997 |
+2.04%
Jun 1998 - May 2010 |
0.00%
0 out of 329 |
US Inflation Adjusted | +6.19% |
+13.47%
Mar 1985 - Feb 1997 |
-0.40%
Jun 1998 - May 2010 |
0.30%
1 out of 329 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.62% |
+19.45%
Mar 1985 - Feb 1998 |
+2.98%
Apr 1996 - Mar 2009 |
0.00%
0 out of 317 |
US Inflation Adjusted | +6.04% |
+15.64%
Mar 1985 - Feb 1998 |
+0.53%
Mar 1996 - Feb 2009 |
0.00%
0 out of 317 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.96% |
+18.24%
Mar 1985 - Feb 1999 |
+2.95%
Jun 1998 - May 2012 |
0.00%
0 out of 305 |
US Inflation Adjusted | +5.42% |
+14.59%
Mar 1985 - Feb 1999 |
+0.47%
Jun 1998 - May 2012 |
0.00%
0 out of 305 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.72% |
+16.34%
Jan 1985 - Dec 1999 |
+4.49%
Oct 2007 - Sep 2022 |
0.00%
0 out of 293 |
US Inflation Adjusted | +5.24% |
+12.75%
Jan 1985 - Dec 1999 |
+2.07%
Oct 2007 - Sep 2022 |
0.00%
0 out of 293 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.99% |
+15.83%
Mar 1985 - Feb 2001 |
+4.93%
Nov 2007 - Oct 2023 |
0.00%
0 out of 281 |
US Inflation Adjusted | +5.48% |
+12.24%
Mar 1985 - Feb 2001 |
+2.26%
Apr 1987 - Mar 2003 |
0.00%
0 out of 281 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.04% |
+13.24%
Mar 1985 - Feb 2002 |
+4.88%
Feb 1999 - Jan 2016 |
0.00%
0 out of 269 |
US Inflation Adjusted | +5.54% |
+9.86%
Mar 1985 - Feb 2002 |
+2.64%
Feb 1999 - Jan 2016 |
0.00%
0 out of 269 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.03% |
+12.06%
Jun 1989 - May 2007 |
+4.61%
Aug 1998 - Jul 2016 |
0.00%
0 out of 257 |
US Inflation Adjusted | +5.44% |
+8.90%
Jun 1989 - May 2007 |
+2.39%
Aug 1998 - Jul 2016 |
0.00%
0 out of 257 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.44% |
+13.07%
Mar 1985 - Feb 2004 |
+5.12%
Apr 1998 - Mar 2017 |
0.00%
0 out of 245 |
US Inflation Adjusted | +5.69% |
+9.77%
Mar 1985 - Feb 2004 |
+2.88%
Apr 1998 - Mar 2017 |
0.00%
0 out of 245 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.80% |
+13.26%
Mar 1985 - Feb 2005 |
+4.86%
Jan 1999 - Dec 2018 |
0.00%
0 out of 233 |
US Inflation Adjusted | +6.07% |
+9.95%
Mar 1985 - Feb 2005 |
+2.63%
Jan 1999 - Dec 2018 |
0.00%
0 out of 233 |
To obtain comprehensive information, please consult the iShares MSCI Switzerland ETF (EWL) ETF: Historical Returns page.