When holding the iShares MSCI World Quality Factor (IS3Q.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~10 years), the longest duration with a negative return was 24 months (from November 2014 to October 2016).
This indicates that, within the same timeframe, any rolling period of 25 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.
iShares MSCI World Quality Factor (IS3Q.DE) ETF: Historical Returns
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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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-13.83%
Jan 2022 - Dec 2022 |
+9.40% |
+41.35%
Nov 2020 - Oct 2021 |
17.59%
19 out of 108 |
-21.08%
Jan 2022 - Dec 2022 |
+7.77% |
+35.84%
Nov 2020 - Oct 2021 |
20.37%
22 out of 108 |
-2.36%
Nov 2014 - Oct 2016 |
+10.43% |
+26.67%
Apr 2020 - Mar 2022 |
2.08%
2 out of 96 |
-6.81%
Nov 2021 - Oct 2023 |
+7.80% |
+21.40%
Apr 2020 - Mar 2022 |
11.46%
11 out of 96 |
+2.84%
Nov 2014 - Oct 2017 |
+11.05% |
+23.19%
Jan 2019 - Dec 2021 |
0.00%
0 out of 84 |
+1.72%
Jan 2020 - Dec 2022 |
+7.46% |
+20.88%
Jan 2019 - Dec 2021 |
0.00%
0 out of 84 |
+3.72%
Nov 2014 - Oct 2018 |
+10.49% |
+18.35%
Apr 2020 - Mar 2024 |
0.00%
0 out of 72 |
+2.64%
Nov 2014 - Oct 2018 |
+8.19% |
+14.73%
Sep 2017 - Aug 2021 |
0.00%
0 out of 72 |
+4.57%
Apr 2015 - Mar 2020 |
+11.11% |
+15.03%
Nov 2016 - Oct 2021 |
0.00%
0 out of 60 |
+3.56%
Apr 2015 - Mar 2020 |
+8.85% |
+13.17%
Nov 2016 - Oct 2021 |
0.00%
0 out of 60 |
+5.24%
Nov 2014 - Oct 2020 |
+11.06% |
+14.08%
Apr 2018 - Mar 2024 |
0.00%
0 out of 48 |
+4.40%
Nov 2014 - Oct 2020 |
+8.52% |
+12.01%
Sep 2015 - Aug 2021 |
0.00%
0 out of 48 |
+8.91%
Jan 2016 - Dec 2022 |
+10.46% |
+13.43%
Jan 2015 - Dec 2021 |
0.00%
0 out of 36 |
+6.07%
Jan 2016 - Dec 2022 |
+7.56% |
+11.83%
Jan 2015 - Dec 2021 |
0.00%
0 out of 36 |
+7.43%
Nov 2014 - Oct 2022 |
+10.31% |
+12.87%
Jul 2016 - Jun 2024 |
0.00%
0 out of 24 |
+4.92%
Nov 2014 - Oct 2022 |
+7.40% |
+9.68%
Jul 2016 - Jun 2024 |
0.00%
0 out of 24 |
+7.38%
Nov 2014 - Oct 2023 |
+10.49% |
+12.42%
Oct 2015 - Sep 2024 |
0.00%
0 out of 12 |
+4.82%
Nov 2014 - Oct 2023 |
+7.77% |
+9.54%
Oct 2015 - Sep 2024 |
0.00%
0 out of 12 |
iShares MSCI World Quality Factor (IS3Q.DE) ETF: Historical Returns