iShares MSCI World Small Cap (IUSN.DE): Rolling Returns

Data Source: from July 1998 to May 2024 (~26 years)
Consolidated Returns as of 31 May 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 June 2004 - 31 May 2024 (20 Years)
Data Source: 1 July 1998 - 31 May 2024 (~26 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.67% +68.90%
Apr 2009 - Mar 2010
-40.81%
Jan 2008 - Dec 2008
28.33%
85 out of 300
Euro Inflation Adjusted +8.64% +66.27%
Apr 2009 - Mar 2010
-41.74%
Jan 2008 - Dec 2008
33.00%
99 out of 300
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 +9.90% +43.92%
Mar 2009 - Feb 2011
-28.28%
Mar 2007 - Feb 2009
24.31%
70 out of 288
Euro Inflation Adjusted +7.87% +41.61%
Mar 2009 - Feb 2011
-29.83%
Mar 2007 - Feb 2009
28.13%
81 out of 288
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 +10.08% +28.97%
Apr 2003 - Mar 2006
-18.43%
Mar 2006 - Feb 2009
20.65%
57 out of 276
Euro Inflation Adjusted +7.59% +26.42%
Apr 2003 - Mar 2006
-20.10%
Mar 2006 - Feb 2009
26.09%
72 out of 276
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 +7.78% +24.18%
Apr 2009 - Mar 2013
-7.60%
Mar 2005 - Feb 2009
19.32%
51 out of 264
Euro Inflation Adjusted +5.61% +21.64%
Mar 2009 - Feb 2013
-9.55%
Mar 2005 - Feb 2009
26.14%
69 out of 264
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 +7.79% +22.34%
Mar 2009 - Feb 2014
-4.17%
Mar 2004 - Feb 2009
5.56%
14 out of 252
Euro Inflation Adjusted +5.44% +20.28%
Mar 2009 - Feb 2014
-6.17%
Mar 2004 - Feb 2009
15.48%
39 out of 252
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 +6.86% +23.53%
Apr 2009 - Mar 2015
+0.96%
Oct 2005 - Sep 2011
0.00%
0 out of 240
Euro Inflation Adjusted +4.64% +21.82%
Mar 2009 - Feb 2015
-1.02%
Oct 2005 - Sep 2011
3.75%
9 out of 240
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 +7.63% +18.21%
Mar 2009 - Feb 2016
-4.13%
Apr 2002 - Mar 2009
3.07%
7 out of 228
Euro Inflation Adjusted +5.39% +16.85%
Mar 2009 - Feb 2016
-6.07%
Apr 2002 - Mar 2009
5.26%
12 out of 228
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 +8.07% +19.32%
Mar 2009 - Feb 2017
-3.61%
Mar 2001 - Feb 2009
5.09%
11 out of 216
Euro Inflation Adjusted +5.90% +17.83%
Mar 2009 - Feb 2017
-5.63%
Mar 2001 - Feb 2009
8.80%
19 out of 216
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 +8.07% +17.17%
Mar 2009 - Feb 2018
-3.25%
Mar 2000 - Feb 2009
5.88%
12 out of 204
Euro Inflation Adjusted +5.97% +15.73%
Mar 2009 - Feb 2018
-5.27%
Mar 2000 - Feb 2009
7.84%
16 out of 204
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 +8.59% +15.94%
Mar 2009 - Feb 2019
+0.61%
Apr 1999 - Mar 2009
0.00%
0 out of 192
Euro Inflation Adjusted +6.46% +14.51%
Mar 2009 - Feb 2019
-1.48%
Apr 1999 - Mar 2009
6.25%
12 out of 192
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 +8.89% +14.62%
Jan 2009 - Dec 2019
+1.40%
Oct 2000 - Sep 2011
0.00%
0 out of 180
Euro Inflation Adjusted +6.88% +13.16%
Jan 2009 - Dec 2019
-0.69%
Oct 2000 - Sep 2011
2.22%
4 out of 180
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 +8.42% +15.58%
Apr 2009 - Mar 2021
+2.95%
Sep 2000 - Aug 2012
0.00%
0 out of 168
Euro Inflation Adjusted +6.77% +14.13%
Apr 2009 - Mar 2021
+0.81%
Sep 2000 - Aug 2012
0.00%
0 out of 168
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 +8.65% +14.91%
Mar 2009 - Feb 2022
+3.83%
Sep 2000 - Aug 2013
0.00%
0 out of 156
Euro Inflation Adjusted +6.70% +13.13%
Mar 2009 - Feb 2022
+1.74%
Sep 2000 - Aug 2013
0.00%
0 out of 156
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 +8.04% +13.73%
Mar 2009 - Feb 2023
+4.61%
Apr 2006 - Mar 2020
0.00%
0 out of 144
Euro Inflation Adjusted +6.42% +11.44%
Mar 2009 - Feb 2023
+2.77%
May 2000 - Apr 2014
0.00%
0 out of 144
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 +7.87% +13.23%
Apr 2009 - Mar 2024
+5.29%
Oct 2000 - Sep 2015
0.00%
0 out of 132
Euro Inflation Adjusted +6.06% +10.88%
Apr 2009 - Mar 2024
+3.43%
Oct 2000 - Sep 2015
0.00%
0 out of 132
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 +7.87% +10.62%
Apr 2003 - Mar 2019
+5.61%
Mar 2000 - Feb 2016
0.00%
0 out of 120
Euro Inflation Adjusted +5.99% +8.90%
Apr 2003 - Mar 2019
+3.80%
Apr 2000 - Mar 2016
0.00%
0 out of 120
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 +7.55% +10.28%
Feb 2003 - Jan 2020
+5.77%
Sep 2000 - Aug 2017
0.00%
0 out of 108
Euro Inflation Adjusted +5.63% +8.60%
Feb 2003 - Jan 2020
+4.00%
Sep 2000 - Aug 2017
0.00%
0 out of 108
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 +7.71% +11.18%
Apr 2003 - Mar 2021
+5.29%
Apr 2002 - Mar 2020
0.00%
0 out of 96
Euro Inflation Adjusted +5.84% +9.52%
Apr 2003 - Mar 2021
+3.66%
Apr 2002 - Mar 2020
0.00%
0 out of 96
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 +8.24% +10.86%
Apr 2003 - Mar 2022
+5.37%
Apr 2001 - Mar 2020
0.00%
0 out of 84
Euro Inflation Adjusted +6.07% +8.88%
Apr 2003 - Mar 2022
+3.68%
Apr 2001 - Mar 2020
0.00%
0 out of 84
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 +7.87% +10.09%
Mar 2003 - Feb 2023
+4.76%
Apr 2000 - Mar 2020
0.00%
0 out of 72
Euro Inflation Adjusted +6.04% +7.87%
Mar 2003 - Feb 2023
+3.06%
Apr 2000 - Mar 2020
0.00%
0 out of 72
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 World Small Cap (IUSN.DE) ETF: Historical Returns page.