When holding the iShares MSCI ACWI (IUSQ.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~55 years), the longest duration with a negative return was 157 months (from September 2000 to September 2013).
This indicates that, within the same timeframe, any rolling period of 158 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 ACWI (IUSQ.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 Aug 31, 2024, the annualized return of the previous 10 years has been 10.49%.
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 |
---|---|---|---|
-39.79%
Jan 2008 - Dec 2008 |
+11.05% |
+75.82%
Aug 1982 - Jul 1983 |
24.96%
161 out of 645 |
-40.73%
Jan 2008 - Dec 2008 |
+8.21% |
+70.94%
Aug 1982 - Jul 1983 |
30.70%
198 out of 645 |
-28.69%
Oct 2000 - Sep 2002 |
+11.08% |
+45.85%
Sep 1998 - Aug 2000 |
18.64%
118 out of 633 |
-30.19%
Oct 2000 - Sep 2002 |
+8.81% |
+43.59%
Sep 1998 - Aug 2000 |
24.49%
155 out of 633 |
-20.23%
Apr 2000 - Mar 2003 |
+10.30% |
+39.87%
Jun 1982 - May 1985 |
17.07%
106 out of 621 |
-22.07%
Apr 2000 - Mar 2003 |
+7.94% |
+35.99%
Jun 1982 - May 1985 |
24.48%
152 out of 621 |
-11.73%
Sep 2000 - Aug 2004 |
+10.32% |
+34.62%
Jun 1982 - May 1986 |
16.75%
102 out of 609 |
-13.64%
Sep 2000 - Aug 2004 |
+7.72% |
+31.81%
Jun 1982 - May 1986 |
26.44%
161 out of 609 |
-7.44%
May 2000 - Apr 2005 |
+9.78% |
+33.29%
Aug 1982 - Jul 1987 |
13.57%
81 out of 597 |
-11.31%
Jan 1970 - Dec 1974 |
+7.03% |
+31.35%
Aug 1982 - Jul 1987 |
25.29%
151 out of 597 |
-3.76%
Sep 2000 - Aug 2006 |
+9.24% |
+29.67%
Jun 1980 - May 1986 |
5.30%
31 out of 585 |
-6.60%
Nov 1972 - Oct 1978 |
+6.86% |
+25.61%
Jun 1980 - May 1986 |
23.76%
139 out of 585 |
-6.03%
Mar 2002 - Feb 2009 |
+9.30% |
+28.46%
Aug 1980 - Jul 1987 |
4.19%
24 out of 573 |
-7.96%
Mar 2002 - Feb 2009 |
+6.71% |
+25.06%
Aug 1980 - Jul 1987 |
15.53%
89 out of 573 |
-6.17%
Mar 2001 - Feb 2009 |
+9.18% |
+26.30%
Aug 1979 - Jul 1987 |
4.81%
27 out of 561 |
-8.14%
Mar 2001 - Feb 2009 |
+6.31% |
+22.56%
Aug 1979 - Jul 1987 |
11.59%
65 out of 561 |
-6.89%
Apr 2000 - Mar 2009 |
+9.31% |
+25.06%
Jun 1980 - May 1989 |
4.55%
25 out of 549 |
-8.83%
Apr 2000 - Mar 2009 |
+6.74% |
+21.88%
Jun 1980 - May 1989 |
10.56%
58 out of 549 |
-3.20%
Sep 2000 - Aug 2010 |
+9.68% |
+23.03%
Sep 1979 - Aug 1989 |
5.40%
29 out of 537 |
-5.20%
Apr 1999 - Mar 2009 |
+7.36% |
+19.66%
Sep 1979 - Aug 1989 |
9.31%
50 out of 537 |
-2.85%
Sep 2000 - Aug 2011 |
+10.21% |
+22.21%
Nov 1978 - Oct 1989 |
4.57%
24 out of 525 |
-4.83%
Sep 2000 - Aug 2011 |
+7.51% |
+18.63%
Nov 1978 - Oct 1989 |
8.95%
47 out of 525 |
-1.12%
Sep 2000 - Aug 2012 |
+10.08% |
+20.31%
Sep 1977 - Aug 1989 |
2.73%
14 out of 513 |
-3.17%
Sep 2000 - Aug 2012 |
+7.35% |
+16.87%
Sep 1977 - Aug 1989 |
7.41%
38 out of 513 |
-0.37%
Sep 2000 - Aug 2013 |
+10.13% |
+21.20%
Oct 1974 - Sep 1987 |
0.20%
1 out of 501 |
-2.38%
Sep 2000 - Aug 2013 |
+7.21% |
+17.18%
Oct 1974 - Sep 1987 |
4.99%
25 out of 501 |
+0.82%
May 2000 - Apr 2014 |
+10.11% |
+19.31%
Oct 1974 - Sep 1988 |
0.00%
0 out of 489 |
-1.18%
May 2000 - Apr 2014 |
+7.14% |
+15.51%
Oct 1974 - Sep 1988 |
2.86%
14 out of 489 |
+1.57%
Sep 2000 - Aug 2015 |
+9.46% |
+19.65%
Oct 1974 - Sep 1989 |
0.00%
0 out of 477 |
-0.24%
Sep 2000 - Aug 2015 |
+6.90% |
+15.88%
Oct 1974 - Sep 1989 |
0.42%
2 out of 477 |
+1.94%
May 2000 - Apr 2016 |
+8.35% |
+16.50%
Feb 1978 - Jan 1994 |
0.00%
0 out of 465 |
+0.18%
May 2000 - Apr 2016 |
+6.41% |
+13.73%
Jul 1982 - Jun 1998 |
0.00%
0 out of 465 |
+2.39%
Sep 2000 - Aug 2017 |
+8.18% |
+17.14%
Aug 1980 - Jul 1997 |
0.00%
0 out of 453 |
+0.68%
Sep 2000 - Aug 2017 |
+6.08% |
+14.57%
Jul 1982 - Jun 1999 |
0.00%
0 out of 453 |
+2.84%
Nov 2000 - Oct 2018 |
+8.14% |
+17.44%
May 1982 - Apr 2000 |
0.00%
0 out of 441 |
+1.08%
Nov 2000 - Oct 2018 |
+5.78% |
+14.88%
Aug 1982 - Jul 2000 |
0.00%
0 out of 441 |
+3.04%
Jan 2000 - Dec 2018 |
+8.39% |
+17.59%
Jul 1980 - Jun 1999 |
0.00%
0 out of 429 |
+1.28%
Jan 2000 - Dec 2018 |
+6.13% |
+14.62%
Jul 1980 - Jun 1999 |
0.00%
0 out of 429 |
+2.76%
Apr 2000 - Mar 2020 |
+8.44% |
+18.21%
Apr 1980 - Mar 2000 |
0.00%
0 out of 417 |
+1.09%
Apr 2000 - Mar 2020 |
+6.09% |
+15.20%
Apr 1980 - Mar 2000 |
0.00%
0 out of 417 |
+5.75%
Sep 1987 - Aug 2012 |
+8.19% |
+16.57%
Jan 1975 - Dec 1999 |
0.00%
0 out of 357 |
+3.35%
Oct 1987 - Sep 2012 |
+6.21% |
+13.22%
Jan 1975 - Dec 1999 |
0.00%
0 out of 357 |
+6.44%
Sep 1989 - Aug 2019 |
+9.32% |
+13.59%
Sep 1970 - Aug 2000 |
0.00%
0 out of 297 |
+4.33%
Sep 1989 - Aug 2019 |
+6.69% |
+9.85%
Sep 1970 - Aug 2000 |
0.00%
0 out of 297 |
iShares MSCI ACWI (IUSQ.DE) ETF: Historical Returns