Data Source: from July 1998 to June 2024 (~26 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 2024
Holding the iShares MSCI World Small Cap (IUSN.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~26 years), the longest period with a negative return lasted 128 months (from July 1998 to February 2009).
This means that every rolling period of 129 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares MSCI World Small Cap (IUSN.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 SMALL CAP (IUSN.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 July 1998 - 30 June 2024 (~26 years)
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
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.91% |
+68.90%
Apr 2009 - Mar 2010 |
-40.81%
Jan 2008 - Dec 2008 |
28.24%
85 out of 301 |
| Euro Inflation Adjusted | +8.64% |
+66.27%
Apr 2009 - Mar 2010 |
-41.74%
Jan 2008 - Dec 2008 |
32.89%
99 out of 301 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.90% |
+43.92%
Mar 2009 - Feb 2011 |
-28.28%
Mar 2007 - Feb 2009 |
24.22%
70 out of 289 |
| Euro Inflation Adjusted | +7.87% |
+41.61%
Mar 2009 - Feb 2011 |
-29.83%
Mar 2007 - Feb 2009 |
28.03%
81 out of 289 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.08% |
+28.97%
Apr 2003 - Mar 2006 |
-18.43%
Mar 2006 - Feb 2009 |
20.58%
57 out of 277 |
| Euro Inflation Adjusted | +7.59% |
+26.42%
Apr 2003 - Mar 2006 |
-20.10%
Mar 2006 - Feb 2009 |
26.35%
73 out of 277 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.88% |
+24.18%
Apr 2009 - Mar 2013 |
-7.60%
Mar 2005 - Feb 2009 |
19.25%
51 out of 265 |
| Euro Inflation Adjusted | +5.73% |
+21.64%
Mar 2009 - Feb 2013 |
-9.55%
Mar 2005 - Feb 2009 |
26.04%
69 out of 265 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.86% |
+22.34%
Mar 2009 - Feb 2014 |
-4.17%
Mar 2004 - Feb 2009 |
5.53%
14 out of 253 |
| Euro Inflation Adjusted | +5.44% |
+20.28%
Mar 2009 - Feb 2014 |
-6.17%
Mar 2004 - Feb 2009 |
15.42%
39 out of 253 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 6 Years (72 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +6.86% |
+23.53%
Apr 2009 - Mar 2015 |
+0.96%
Oct 2005 - Sep 2011 |
0.00%
0 out of 241 |
| Euro Inflation Adjusted | +4.64% |
+21.82%
Mar 2009 - Feb 2015 |
-1.02%
Oct 2005 - Sep 2011 |
3.73%
9 out of 241 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 7 Years (84 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.63% |
+18.21%
Mar 2009 - Feb 2016 |
-4.13%
Apr 2002 - Mar 2009 |
3.06%
7 out of 229 |
| Euro Inflation Adjusted | +5.39% |
+16.85%
Mar 2009 - Feb 2016 |
-6.07%
Apr 2002 - Mar 2009 |
5.24%
12 out of 229 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 8 Years (96 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.09% |
+19.32%
Mar 2009 - Feb 2017 |
-3.61%
Mar 2001 - Feb 2009 |
5.07%
11 out of 217 |
| Euro Inflation Adjusted | +5.90% |
+17.83%
Mar 2009 - Feb 2017 |
-5.63%
Mar 2001 - Feb 2009 |
8.76%
19 out of 217 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 9 Years (108 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.07% |
+17.17%
Mar 2009 - Feb 2018 |
-3.25%
Mar 2000 - Feb 2009 |
5.85%
12 out of 205 |
| Euro Inflation Adjusted | +5.97% |
+15.73%
Mar 2009 - Feb 2018 |
-5.27%
Mar 2000 - Feb 2009 |
7.80%
16 out of 205 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 10 Years (120 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.59% |
+15.94%
Mar 2009 - Feb 2019 |
+0.61%
Apr 1999 - Mar 2009 |
0.00%
0 out of 193 |
| Euro Inflation Adjusted | +6.46% |
+14.51%
Mar 2009 - Feb 2019 |
-1.48%
Apr 1999 - Mar 2009 |
6.22%
12 out of 193 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 11 Years (132 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.92% |
+14.62%
Jan 2009 - Dec 2019 |
+1.40%
Oct 2000 - Sep 2011 |
0.00%
0 out of 181 |
| Euro Inflation Adjusted | +7.00% |
+13.16%
Jan 2009 - Dec 2019 |
-0.69%
Oct 2000 - Sep 2011 |
2.21%
4 out of 181 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 12 Years (144 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.48% |
+15.58%
Apr 2009 - Mar 2021 |
+2.95%
Sep 2000 - Aug 2012 |
0.00%
0 out of 169 |
| Euro Inflation Adjusted | +6.80% |
+14.13%
Apr 2009 - Mar 2021 |
+0.81%
Sep 2000 - Aug 2012 |
0.00%
0 out of 169 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 13 Years (156 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.69% |
+14.91%
Mar 2009 - Feb 2022 |
+3.83%
Sep 2000 - Aug 2013 |
0.00%
0 out of 157 |
| Euro Inflation Adjusted | +6.75% |
+13.13%
Mar 2009 - Feb 2022 |
+1.74%
Sep 2000 - Aug 2013 |
0.00%
0 out of 157 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 14 Years (168 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.10% |
+13.73%
Mar 2009 - Feb 2023 |
+4.61%
Apr 2006 - Mar 2020 |
0.00%
0 out of 145 |
| Euro Inflation Adjusted | +6.45% |
+11.44%
Mar 2009 - Feb 2023 |
+2.77%
May 2000 - Apr 2014 |
0.00%
0 out of 145 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.91% |
+13.23%
Apr 2009 - Mar 2024 |
+5.29%
Oct 2000 - Sep 2015 |
0.00%
0 out of 133 |
| Euro Inflation Adjusted | +6.09% |
+10.88%
Apr 2009 - Mar 2024 |
+3.43%
Oct 2000 - Sep 2015 |
0.00%
0 out of 133 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.89% |
+10.62%
Apr 2003 - Mar 2019 |
+5.61%
Mar 2000 - Feb 2016 |
0.00%
0 out of 121 |
| Euro Inflation Adjusted | +6.01% |
+8.90%
Apr 2003 - Mar 2019 |
+3.80%
Apr 2000 - Mar 2016 |
0.00%
0 out of 121 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.55% |
+10.28%
Feb 2003 - Jan 2020 |
+5.77%
Sep 2000 - Aug 2017 |
0.00%
0 out of 109 |
| Euro Inflation Adjusted | +5.63% |
+8.60%
Feb 2003 - Jan 2020 |
+4.00%
Sep 2000 - Aug 2017 |
0.00%
0 out of 109 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 18 Years (216 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.71% |
+11.18%
Apr 2003 - Mar 2021 |
+5.29%
Apr 2002 - Mar 2020 |
0.00%
0 out of 97 |
| Euro Inflation Adjusted | +5.84% |
+9.52%
Apr 2003 - Mar 2021 |
+3.66%
Apr 2002 - Mar 2020 |
0.00%
0 out of 97 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.24% |
+10.86%
Apr 2003 - Mar 2022 |
+5.37%
Apr 2001 - Mar 2020 |
0.00%
0 out of 85 |
| Euro Inflation Adjusted | +6.07% |
+8.88%
Apr 2003 - Mar 2022 |
+3.68%
Apr 2001 - Mar 2020 |
0.00%
0 out of 85 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
Annualized Rolling Returns - 20 Years (240 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.95% |
+10.09%
Mar 2003 - Feb 2023 |
+4.76%
Apr 2000 - Mar 2020 |
0.00%
0 out of 73 |
| Euro Inflation Adjusted | +6.07% |
+7.87%
Mar 2003 - Feb 2023 |
+3.06%
Apr 2000 - Mar 2020 |
0.00%
0 out of 73 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
Loading data
Please wait
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Loading data
Please wait
To obtain comprehensive information, please consult the iShares MSCI World Small Cap (IUSN.DE) ETF: Historical Returns page.
