Consolidated Returns as of 30 June 2024
Holding the iShares MSCI World Quality Factor (IS3Q.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~10 years), the longest period with a negative return lasted 24 months (from November 2014 to October 2016).
This means that every rolling period of 25 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI World Quality Factor (IS3Q.DE) ETF: Historical Returns page.
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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.35% |
+41.35%
Nov 2020 - Oct 2021 |
-13.83%
Jan 2022 - Dec 2022 |
18.10%
19 out of 105 |
Euro Inflation Adjusted | +7.70% |
+35.84%
Nov 2020 - Oct 2021 |
-21.08%
Jan 2022 - Dec 2022 |
20.95%
22 out of 105 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.28% |
+26.67%
Apr 2020 - Mar 2022 |
-2.36%
Nov 2014 - Oct 2016 |
2.15%
2 out of 93 |
Euro Inflation Adjusted | +7.66% |
+21.40%
Apr 2020 - Mar 2022 |
-6.81%
Nov 2021 - Oct 2023 |
11.83%
11 out of 93 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.17% |
+23.19%
Jan 2019 - Dec 2021 |
+2.84%
Nov 2014 - Oct 2017 |
0.00%
0 out of 81 |
Euro Inflation Adjusted | +7.54% |
+20.88%
Jan 2019 - Dec 2021 |
+1.72%
Jan 2020 - Dec 2022 |
0.00%
0 out of 81 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.25% |
+18.35%
Apr 2020 - Mar 2024 |
+3.72%
Nov 2014 - Oct 2018 |
0.00%
0 out of 69 |
Euro Inflation Adjusted | +8.12% |
+14.73%
Sep 2017 - Aug 2021 |
+2.64%
Nov 2014 - Oct 2018 |
0.00%
0 out of 69 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.03% |
+15.03%
Nov 2016 - Oct 2021 |
+4.57%
Apr 2015 - Mar 2020 |
0.00%
0 out of 57 |
Euro Inflation Adjusted | +8.85% |
+13.17%
Nov 2016 - Oct 2021 |
+3.56%
Apr 2015 - Mar 2020 |
0.00%
0 out of 57 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.05% |
+14.08%
Apr 2018 - Mar 2024 |
+5.24%
Nov 2014 - Oct 2020 |
0.00%
0 out of 45 |
Euro Inflation Adjusted | +8.26% |
+12.01%
Sep 2015 - Aug 2021 |
+4.40%
Nov 2014 - Oct 2020 |
0.00%
0 out of 45 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.40% |
+13.43%
Jan 2015 - Dec 2021 |
+8.91%
Jan 2016 - Dec 2022 |
0.00%
0 out of 33 |
Euro Inflation Adjusted | +7.53% |
+11.83%
Jan 2015 - Dec 2021 |
+6.07%
Jan 2016 - Dec 2022 |
0.00%
0 out of 33 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.61% |
+12.87%
Jul 2016 - Jun 2024 |
+7.43%
Nov 2014 - Oct 2022 |
0.00%
0 out of 21 |
Euro Inflation Adjusted | +7.06% |
+9.68%
Jul 2016 - Jun 2024 |
+4.92%
Nov 2014 - Oct 2022 |
0.00%
0 out of 21 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.48% |
+11.52%
Jul 2015 - Jun 2024 |
+7.38%
Nov 2014 - Oct 2023 |
0.00%
0 out of 9 |
Euro Inflation Adjusted | +7.76% |
+8.71%
Jul 2015 - Jun 2024 |
+4.82%
Nov 2014 - Oct 2023 |
0.00%
0 out of 9 |
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To obtain comprehensive information, please consult the iShares MSCI World Quality Factor (IS3Q.DE) ETF: Historical Returns page.