iShares MSCI United Kingdom ETF (EWU): Rolling Returns

Data Source: from January 1985 to April 2024 (~39 years)
Consolidated Returns as of 30 April 2024

Holding the iShares MSCI United Kingdom ETF (EWU) 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 186 months (from April 2007 to September 2022).

This means that every rolling period of 187 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares MSCI United Kingdom ETF (EWU) 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

ISHARES MSCI UNITED KINGDOM ETF (EWU) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 2.04% (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.

ISHARES MSCI UNITED KINGDOM ETF (EWU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1985 - 30 April 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.83% +88.57%
Oct 1986 - Sep 1987
-51.85%
Mar 2008 - Feb 2009
36.23%
167 out of 461
US Inflation Adjusted +4.63% +80.84%
Oct 1986 - Sep 1987
-51.85%
Mar 2008 - Feb 2009
40.13%
185 out of 461
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 +5.55% +44.64%
Apr 1996 - Mar 1998
-31.45%
Mar 2007 - Feb 2009
27.84%
125 out of 449
US Inflation Adjusted +2.71% +41.70%
Apr 1996 - Mar 1998
-32.83%
Mar 2007 - Feb 2009
39.64%
178 out of 449
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 +5.43% +34.75%
Apr 1995 - Mar 1998
-16.79%
Mar 2006 - Feb 2009
28.60%
125 out of 437
US Inflation Adjusted +2.10% +31.69%
Apr 1995 - Mar 1998
-18.56%
Mar 2006 - Feb 2009
42.33%
185 out of 437
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 +3.49% +30.05%
Feb 1985 - Jan 1989
-11.35%
Apr 1999 - Mar 2003
25.88%
110 out of 425
US Inflation Adjusted +0.69% +25.68%
Feb 1985 - Jan 1989
-13.75%
Apr 1999 - Mar 2003
44.24%
188 out of 425
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 +3.38% +23.40%
Mar 1993 - Feb 1998
-8.76%
Apr 1998 - Mar 2003
21.31%
88 out of 413
US Inflation Adjusted +0.96% +20.38%
Mar 1993 - Feb 1998
-11.04%
Apr 1998 - Mar 2003
43.34%
179 out of 413
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 +3.91% +20.66%
Mar 1993 - Feb 1999
-4.44%
Apr 2014 - Mar 2020
11.22%
45 out of 401
US Inflation Adjusted +1.24% +17.87%
Mar 1993 - Feb 1999
-5.86%
Apr 2014 - Mar 2020
35.91%
144 out of 401
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 +4.57% +18.36%
Nov 1992 - Oct 1999
-3.03%
Nov 2013 - Oct 2020
4.63%
18 out of 389
US Inflation Adjusted +1.92% +15.50%
Nov 1992 - Oct 1999
-4.51%
Nov 2013 - Oct 2020
24.94%
97 out of 389
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 +5.12% +15.14%
Nov 1992 - Oct 2000
-2.92%
Mar 2001 - Feb 2009
6.10%
23 out of 377
US Inflation Adjusted +2.40% +12.23%
Nov 1992 - Oct 2000
-5.19%
Mar 2001 - Feb 2009
20.42%
77 out of 377
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 +5.72% +14.29%
Feb 1985 - Jan 1994
-3.76%
Apr 2000 - Mar 2009
7.12%
26 out of 365
US Inflation Adjusted +3.21% +10.89%
May 1990 - Apr 1999
-6.06%
Apr 2000 - Mar 2009
19.73%
72 out of 365
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 +6.09% +11.94%
Dec 1986 - Nov 1996
-3.38%
Mar 1999 - Feb 2009
4.82%
17 out of 353
US Inflation Adjusted +3.57% +8.76%
May 1990 - Apr 2000
-5.82%
Mar 1999 - Feb 2009
18.98%
67 out of 353
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 +5.42% +13.25%
Oct 1986 - Sep 1997
-2.68%
Apr 1998 - Mar 2009
2.64%
9 out of 341
US Inflation Adjusted +3.00% +9.38%
Oct 1986 - Sep 1997
-5.05%
Apr 1998 - Mar 2009
17.01%
58 out of 341
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 +5.16% +13.95%
Mar 1985 - Feb 1997
-0.97%
May 2008 - Apr 2020
2.13%
7 out of 329
US Inflation Adjusted +2.75% +10.15%
Mar 1985 - Feb 1997
-2.51%
Apr 2008 - Mar 2020
18.54%
61 out of 329
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 +5.28% +15.52%
Mar 1985 - Feb 1998
-2.13%
Nov 2007 - Oct 2020
2.84%
9 out of 317
US Inflation Adjusted +2.55% +11.83%
Mar 1985 - Feb 1998
-3.76%
Nov 2007 - Oct 2020
12.93%
41 out of 317
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 +5.03% +14.95%
Mar 1985 - Feb 1999
-0.52%
Nov 2006 - Oct 2020
0.33%
1 out of 305
US Inflation Adjusted +2.55% +11.41%
Mar 1985 - Feb 1999
-2.30%
Nov 2006 - Oct 2020
12.46%
38 out of 305
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 +5.07% +14.35%
Jan 1985 - Dec 1999
-0.50%
Oct 2007 - Sep 2022
0.68%
2 out of 293
US Inflation Adjusted +2.33% +10.82%
Jan 1985 - Dec 1999
-2.81%
Oct 2007 - Sep 2022
10.58%
31 out of 293
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 +5.35% +12.48%
Feb 1985 - Jan 2001
+0.33%
Nov 2007 - Oct 2023
0.00%
0 out of 281
US Inflation Adjusted +2.94% +8.97%
Feb 1985 - Jan 2001
-2.05%
Nov 2007 - Oct 2023
9.96%
28 out of 281
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 +5.62% +10.61%
Jan 1985 - Dec 2001
+1.55%
Nov 2006 - Oct 2023
0.00%
0 out of 269
US Inflation Adjusted +3.09% +7.28%
Jan 1985 - Dec 2001
-0.94%
Nov 2006 - Oct 2023
8.55%
23 out of 269
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 +5.56% +9.58%
Nov 1989 - Oct 2007
+2.03%
Apr 1998 - Mar 2016
0.00%
0 out of 257
US Inflation Adjusted +2.99% +6.51%
Nov 1989 - Oct 2007
-0.13%
Apr 1998 - Mar 2016
1.17%
3 out of 257
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 +5.73% +10.64%
Mar 1985 - Feb 2004
+1.73%
Jan 2000 - Dec 2018
0.00%
0 out of 245
US Inflation Adjusted +3.23% +7.41%
Mar 1985 - Feb 2004
-0.41%
Jan 2000 - Dec 2018
0.41%
1 out of 245
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 +5.61% +10.93%
Mar 1985 - Feb 2005
+1.06%
Apr 2000 - Mar 2020
0.00%
0 out of 233
US Inflation Adjusted +3.05% +7.69%
Mar 1985 - Feb 2005
-1.00%
Apr 2000 - Mar 2020
3.86%
9 out of 233
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 United Kingdom ETF (EWU) ETF: Historical Returns page.