iShares MSCI World Quality Factor (IS3Q.DE): Rolling Returns

Data Source: from November 2014 to June 2024 (~10 years)
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.

ISHARES MSCI WORLD QUALITY FACTOR (IS3Q.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2019 - 30 June 2024 (5 Years)
Data Source: 1 November 2014 - 30 June 2024 (~10 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares MSCI World Quality Factor (IS3Q.DE) ETF: Historical Returns page.