iShares MSCI United Kingdom ETF (EWU): Rolling Returns

Simulation Settings
Category:
Period: January 1985 - January 2025 (~40 years)
Currency: USD
Inflation: US
(Change Settings)
The minimum date range must be at least 24 months. 'Date To' cannot be beyond January 2025.
Reset settings
Close

When holding the iShares MSCI United Kingdom ETF (EWU) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~40 years), the longest duration with a negative return was 186 months (from April 2007 to September 2022).

This indicates that, within the same timeframe, any rolling period of 187 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.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

ISHARES MSCI UNITED KINGDOM ETF (EWU) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 January 1985 - 31 January 2025 (~40 years)

Loading data
Please wait

Loading data
Please wait

As of Jan 31, 2025, the annualized return of the previous 10 years has been 3.84%.

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 UNITED KINGDOM ETF (EWU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 January 1985 - 31 January 2025 (~40 years)
US Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

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 UNITED KINGDOM ETF (EWU) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 31 January 2025 (~40 years)
US Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-51.85%
Mar 2008 - Feb 2009
+8.01% +88.57%
Oct 1986 - Sep 1987
35.53%
167 out of 470
-51.85%
Mar 2008 - Feb 2009
+5.16% +80.84%
Oct 1986 - Sep 1987
39.36%
185 out of 470
-31.45%
Mar 2007 - Feb 2009
+6.09% +44.64%
Apr 1996 - Mar 1998
27.29%
125 out of 458
-32.83%
Mar 2007 - Feb 2009
+3.06% +41.70%
Apr 1996 - Mar 1998
38.86%
178 out of 458
-16.79%
Mar 2006 - Feb 2009
+5.56% +34.75%
Apr 1995 - Mar 1998
28.03%
125 out of 446
-18.56%
Mar 2006 - Feb 2009
+2.08% +31.69%
Apr 1995 - Mar 1998
41.48%
185 out of 446
-11.35%
Apr 1999 - Mar 2003
+3.56% +30.05%
Feb 1985 - Jan 1989
25.35%
110 out of 434
-13.75%
Apr 1999 - Mar 2003
+0.79% +25.68%
Feb 1985 - Jan 1989
43.32%
188 out of 434
-8.76%
Apr 1998 - Mar 2003
+3.48% +23.40%
Mar 1993 - Feb 1998
20.85%
88 out of 422
-11.04%
Apr 1998 - Mar 2003
+1.05% +20.38%
Mar 1993 - Feb 1998
42.65%
180 out of 422
-4.44%
Apr 2014 - Mar 2020
+4.03% +20.66%
Mar 1993 - Feb 1999
10.98%
45 out of 410
-5.86%
Apr 2014 - Mar 2020
+1.25% +17.87%
Mar 1993 - Feb 1999
35.12%
144 out of 410
-3.03%
Nov 2013 - Oct 2020
+4.57% +18.36%
Nov 1992 - Oct 1999
4.52%
18 out of 398
-4.51%
Nov 2013 - Oct 2020
+1.83% +15.50%
Nov 1992 - Oct 1999
24.87%
99 out of 398
-2.92%
Mar 2001 - Feb 2009
+5.23% +15.14%
Nov 1992 - Oct 2000
5.96%
23 out of 386
-5.19%
Mar 2001 - Feb 2009
+2.40% +12.23%
Nov 1992 - Oct 2000
19.95%
77 out of 386
-3.76%
Apr 2000 - Mar 2009
+5.64% +14.29%
Feb 1985 - Jan 1994
6.95%
26 out of 374
-6.06%
Apr 2000 - Mar 2009
+3.13% +10.89%
May 1990 - Apr 1999
19.25%
72 out of 374
-3.38%
Mar 1999 - Feb 2009
+5.91% +11.94%
Dec 1986 - Nov 1996
4.70%
17 out of 362
-5.82%
Mar 1999 - Feb 2009
+3.26% +8.76%
May 1990 - Apr 2000
19.34%
70 out of 362
-2.68%
Apr 1998 - Mar 2009
+5.31% +13.25%
Oct 1986 - Sep 1997
2.57%
9 out of 350
-5.05%
Apr 1998 - Mar 2009
+2.86% +9.38%
Oct 1986 - Sep 1997
16.86%
59 out of 350
-0.97%
May 2008 - Apr 2020
+5.05% +13.95%
Mar 1985 - Feb 1997
2.07%
7 out of 338
-2.51%
Apr 2008 - Mar 2020
+2.55% +10.15%
Mar 1985 - Feb 1997
18.05%
61 out of 338
-2.13%
Nov 2007 - Oct 2020
+5.20% +15.52%
Mar 1985 - Feb 1998
2.76%
9 out of 326
-3.76%
Nov 2007 - Oct 2020
+2.49% +11.83%
Mar 1985 - Feb 1998
12.58%
41 out of 326
-0.52%
Nov 2006 - Oct 2020
+5.01% +14.95%
Mar 1985 - Feb 1999
0.32%
1 out of 314
-2.30%
Nov 2006 - Oct 2020
+2.51% +11.41%
Mar 1985 - Feb 1999
12.10%
38 out of 314
-0.50%
Oct 2007 - Sep 2022
+5.07% +14.35%
Jan 1985 - Dec 1999
0.66%
2 out of 302
-2.81%
Oct 2007 - Sep 2022
+2.33% +10.82%
Jan 1985 - Dec 1999
10.26%
31 out of 302
+0.33%
Nov 2007 - Oct 2023
+5.30% +12.48%
Feb 1985 - Jan 2001
0.00%
0 out of 290
-2.05%
Nov 2007 - Oct 2023
+2.92% +8.97%
Feb 1985 - Jan 2001
9.66%
28 out of 290
+1.47%
Nov 2007 - Oct 2024
+5.47% +10.61%
Jan 1985 - Dec 2001
0.00%
0 out of 278
-0.95%
Nov 2007 - Oct 2024
+2.90% +7.28%
Jan 1985 - Dec 2001
11.15%
31 out of 278
+2.03%
Apr 1998 - Mar 2016
+5.34% +9.58%
Nov 1989 - Oct 2007
0.00%
0 out of 266
-0.42%
Jan 2007 - Dec 2024
+2.92% +6.51%
Nov 1989 - Oct 2007
2.26%
6 out of 266
+1.73%
Jan 2000 - Dec 2018
+5.58% +10.64%
Mar 1985 - Feb 2004
0.00%
0 out of 254
-0.41%
Jan 2000 - Dec 2018
+3.02% +7.41%
Mar 1985 - Feb 2004
0.39%
1 out of 254
+1.06%
Apr 2000 - Mar 2020
+5.48% +10.93%
Mar 1985 - Feb 2005
0.00%
0 out of 242
-1.00%
Apr 2000 - Mar 2020
+2.95% +7.69%
Mar 1985 - Feb 2005
3.72%
9 out of 242
+2.48%
Oct 1997 - Sep 2022
+5.58% +8.69%
Jan 1985 - Dec 2009
0.00%
0 out of 182
+0.02%
Oct 1997 - Sep 2022
+3.05% +5.59%
Jan 1985 - Dec 2009
0.00%
0 out of 182
+4.03%
Aug 1990 - Jul 2020
+5.45% +8.59%
Mar 1985 - Feb 2015
0.00%
0 out of 122
+1.69%
Aug 1990 - Jul 2020
+2.83% +5.75%
Mar 1985 - Feb 2015
0.00%
0 out of 122
The first official book of
Build wealth
with Lazy Portfolios and Passive Investing