When holding the iShares Edge MSCI World Momentum Factor (IS3R.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~43 years), the longest duration with a negative return was 149 months (from September 2000 to January 2013).
This indicates that, within the same timeframe, any rolling period of 150 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 Edge MSCI World Momentum Factor (IS3R.DE) ETF: Historical Returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Feb 28, 2025, the annualized return of the previous 10 years has been 12.56%.
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 |
---|---|---|---|
-38.39%
Jan 2008 - Dec 2008 |
+14.54% |
+86.15%
Aug 1996 - Jul 1997 |
23.27%
118 out of 507 |
-39.35%
Jan 2008 - Dec 2008 |
+12.37% |
+83.42%
Aug 1996 - Jul 1997 |
25.84%
131 out of 507 |
-26.63%
Oct 2000 - Sep 2002 |
+13.53% |
+56.67%
Sep 1998 - Aug 2000 |
17.78%
88 out of 495 |
-28.18%
Oct 2000 - Sep 2002 |
+10.88% |
+54.24%
Sep 1998 - Aug 2000 |
19.60%
97 out of 495 |
-18.79%
Apr 2000 - Mar 2003 |
+12.85% |
+52.66%
Jan 1997 - Dec 1999 |
15.94%
77 out of 483 |
-20.66%
Apr 2000 - Mar 2003 |
+10.56% |
+50.67%
Jan 1997 - Dec 1999 |
18.84%
91 out of 483 |
-11.89%
Nov 2000 - Oct 2004 |
+12.07% |
+49.11%
Sep 1996 - Aug 2000 |
14.65%
69 out of 471 |
-13.81%
Nov 2000 - Oct 2004 |
+9.98% |
+46.90%
Sep 1996 - Aug 2000 |
16.14%
76 out of 471 |
-7.00%
May 2000 - Apr 2005 |
+11.62% |
+46.58%
Apr 1995 - Mar 2000 |
11.76%
54 out of 459 |
-9.06%
May 2000 - Apr 2005 |
+9.04% |
+44.27%
Apr 1995 - Mar 2000 |
17.65%
81 out of 459 |
-4.03%
Sep 2000 - Aug 2006 |
+11.44% |
+39.80%
Nov 1994 - Oct 2000 |
4.92%
22 out of 447 |
-6.12%
Sep 2000 - Aug 2006 |
+9.24% |
+37.37%
Nov 1994 - Oct 2000 |
14.09%
63 out of 447 |
-5.90%
Apr 2002 - Mar 2009 |
+12.20% |
+33.85%
May 1993 - Apr 2000 |
5.98%
26 out of 435 |
-7.81%
Apr 2002 - Mar 2009 |
+9.78% |
+31.33%
May 1993 - Apr 2000 |
9.66%
42 out of 435 |
-5.97%
Mar 2001 - Feb 2009 |
+11.58% |
+34.23%
Sep 1992 - Aug 2000 |
6.38%
27 out of 423 |
-7.94%
Mar 2001 - Feb 2009 |
+9.48% |
+31.48%
Sep 1992 - Aug 2000 |
7.57%
32 out of 423 |
-6.69%
Apr 2000 - Mar 2009 |
+12.25% |
+31.13%
Jan 1991 - Dec 1999 |
5.84%
24 out of 411 |
-8.64%
Apr 2000 - Mar 2009 |
+9.67% |
+28.00%
Jan 1991 - Dec 1999 |
9.49%
39 out of 411 |
-3.83%
Sep 2000 - Aug 2010 |
+12.27% |
+30.80%
Nov 1990 - Oct 2000 |
7.27%
29 out of 399 |
-5.74%
Sep 2000 - Aug 2010 |
+9.97% |
+27.75%
Nov 1990 - Oct 2000 |
9.77%
39 out of 399 |
-2.82%
Sep 2000 - Aug 2011 |
+12.59% |
+27.32%
Jan 1989 - Dec 1999 |
4.13%
16 out of 387 |
-4.80%
Sep 2000 - Aug 2011 |
+10.32% |
+24.05%
Jan 1989 - Dec 1999 |
10.08%
39 out of 387 |
-0.17%
Nov 2000 - Oct 2012 |
+12.81% |
+26.67%
Jan 1988 - Dec 1999 |
0.53%
2 out of 375 |
-2.28%
Nov 2000 - Oct 2012 |
+10.39% |
+23.49%
Jan 1988 - Dec 1999 |
6.13%
23 out of 375 |
+0.92%
Sep 2000 - Aug 2013 |
+13.08% |
+25.14%
Dec 1987 - Nov 2000 |
0.00%
0 out of 363 |
-1.15%
Jan 2000 - Dec 2012 |
+10.74% |
+22.03%
Dec 1987 - Nov 2000 |
3.58%
13 out of 363 |
+2.03%
May 2000 - Apr 2014 |
+12.75% |
+22.08%
Oct 1986 - Sep 2000 |
0.00%
0 out of 351 |
+0.00%
May 2000 - Apr 2014 |
+10.41% |
+19.23%
Oct 1986 - Sep 2000 |
0.00%
0 out of 351 |
+2.26%
Sep 2000 - Aug 2015 |
+10.43% |
+21.19%
Nov 1985 - Oct 2000 |
0.00%
0 out of 339 |
+0.43%
Sep 2000 - Aug 2015 |
+8.48% |
+18.58%
Nov 1985 - Oct 2000 |
0.00%
0 out of 339 |
+2.58%
May 2000 - Apr 2016 |
+10.42% |
+20.87%
Apr 1984 - Mar 2000 |
0.00%
0 out of 327 |
+0.81%
May 2000 - Apr 2016 |
+8.50% |
+18.33%
Apr 1984 - Mar 2000 |
0.00%
0 out of 327 |
+3.15%
Sep 2000 - Aug 2017 |
+10.49% |
+21.54%
Jul 1982 - Jun 1999 |
0.00%
0 out of 315 |
+1.42%
Sep 2000 - Aug 2017 |
+8.43% |
+18.92%
Jul 1982 - Jun 1999 |
0.00%
0 out of 315 |
+3.96%
Apr 2000 - Mar 2018 |
+10.82% |
+22.30%
Apr 1982 - Mar 2000 |
0.00%
0 out of 303 |
+2.19%
Apr 2000 - Mar 2018 |
+8.71% |
+19.56%
Apr 1982 - Mar 2000 |
0.00%
0 out of 303 |
+4.24%
Jan 2000 - Dec 2018 |
+10.93% |
+20.71%
Feb 1982 - Jan 2001 |
0.00%
0 out of 291 |
+2.46%
Jan 2000 - Dec 2018 |
+8.77% |
+18.05%
Feb 1982 - Jan 2001 |
0.00%
0 out of 291 |
+4.41%
Apr 2000 - Mar 2020 |
+11.12% |
+18.72%
Feb 1982 - Jan 2002 |
0.00%
0 out of 279 |
+2.71%
Apr 2000 - Mar 2020 |
+8.84% |
+16.09%
Feb 1982 - Jan 2002 |
0.00%
0 out of 279 |
+6.98%
Jan 2000 - Dec 2024 |
+11.45% |
+15.59%
Jun 1982 - May 2007 |
0.00%
0 out of 219 |
+4.76%
Jan 2000 - Dec 2024 |
+9.41% |
+13.05%
Jun 1982 - May 2007 |
0.00%
0 out of 219 |
+10.71%
Nov 1993 - Oct 2023 |
+11.83% |
+12.99%
Nov 1990 - Oct 2020 |
0.00%
0 out of 159 |
+8.45%
Nov 1993 - Oct 2023 |
+9.61% |
+10.94%
Dec 1990 - Nov 2020 |
0.00%
0 out of 159 |
iShares Edge MSCI World Momentum Factor (IS3R.DE) ETF: Historical Returns