When holding the iShares MSCI Emerging Markets (EEM) to EUR Hedged ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~49 years), the longest duration with a negative return was 200 months (from November 2007 to June 2024).
This indicates that, within the same timeframe, any rolling period of 201 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 Emerging Markets (EEM) to EUR Hedged 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 Sep 30, 2024, the annualized return of the previous 10 years has been 1.92%.
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 |
---|---|---|---|
-53.67%
Dec 2007 - Nov 2008 |
+7.95% |
+118.19%
Jan 1991 - Dec 1991 |
36.41%
209 out of 574 |
-54.63%
Dec 2007 - Nov 2008 |
+5.12% |
+109.00%
Jan 1991 - Dec 1991 |
40.24%
231 out of 574 |
-33.09%
Aug 1980 - Jul 1982 |
+5.57% |
+63.41%
Oct 1990 - Sep 1992 |
38.97%
219 out of 562 |
-36.82%
Aug 1980 - Jul 1982 |
+2.87% |
+57.50%
Oct 1990 - Sep 1992 |
42.53%
239 out of 562 |
-22.87%
Oct 1979 - Sep 1982 |
+4.11% |
+62.57%
Jan 1991 - Dec 1993 |
36.55%
201 out of 550 |
-27.02%
Aug 1979 - Jul 1982 |
+2.03% |
+56.88%
Jan 1991 - Dec 1993 |
41.45%
228 out of 550 |
-16.52%
Sep 1994 - Aug 1998 |
+3.56% |
+54.00%
Jun 1988 - May 1992 |
32.34%
174 out of 538 |
-20.55%
Aug 1978 - Jul 1982 |
+1.43% |
+48.75%
Jun 1988 - May 1992 |
42.57%
229 out of 538 |
-11.05%
Aug 1979 - Jul 1984 |
+3.93% |
+52.11%
Jan 1989 - Dec 1993 |
31.56%
166 out of 526 |
-15.00%
Aug 1977 - Jul 1982 |
+2.66% |
+46.85%
Jan 1989 - Dec 1993 |
42.02%
221 out of 526 |
-9.00%
Dec 1981 - Nov 1987 |
+3.99% |
+48.73%
Jan 1988 - Dec 1993 |
32.10%
165 out of 514 |
-13.02%
Aug 1976 - Jul 1982 |
+2.51% |
+43.98%
Jan 1988 - Dec 1993 |
40.66%
209 out of 514 |
-11.77%
Dec 1980 - Nov 1987 |
+4.45% |
+37.79%
Nov 1987 - Oct 1994 |
24.30%
122 out of 502 |
-13.98%
Dec 1980 - Nov 1987 |
+2.59% |
+33.52%
Nov 1987 - Oct 1994 |
35.86%
180 out of 502 |
-9.74%
Jan 1980 - Dec 1987 |
+5.08% |
+31.23%
Jan 1988 - Dec 1995 |
22.65%
111 out of 490 |
-12.24%
Jan 1980 - Dec 1987 |
+3.51% |
+27.27%
Jan 1988 - Dec 1995 |
32.04%
157 out of 490 |
-7.47%
Jan 1979 - Dec 1987 |
+5.09% |
+29.30%
Jan 1988 - Dec 1996 |
17.36%
83 out of 478 |
-10.28%
Jan 1979 - Dec 1987 |
+3.58% |
+25.54%
Jan 1988 - Dec 1996 |
31.59%
151 out of 478 |
-5.93%
Jan 1978 - Dec 1987 |
+7.15% |
+24.90%
Feb 1984 - Jan 1994 |
8.15%
38 out of 466 |
-8.73%
Jan 1978 - Dec 1987 |
+5.10% |
+22.05%
Feb 1984 - Jan 1994 |
26.61%
124 out of 466 |
-4.97%
Jan 1977 - Dec 1987 |
+7.76% |
+23.18%
Feb 1983 - Jan 1994 |
8.59%
39 out of 454 |
-7.83%
Jan 1977 - Dec 1987 |
+5.67% |
+20.35%
Feb 1983 - Jan 1994 |
21.37%
97 out of 454 |
-4.10%
Jan 1976 - Dec 1987 |
+8.07% |
+21.75%
Jan 1988 - Dec 1999 |
7.24%
32 out of 442 |
-7.03%
Jan 1976 - Dec 1987 |
+5.75% |
+18.69%
Jan 1988 - Dec 1999 |
18.10%
80 out of 442 |
-1.67%
Jan 1976 - Dec 1988 |
+8.75% |
+18.81%
Aug 1984 - Jul 1997 |
2.79%
12 out of 430 |
-4.58%
Jan 1976 - Dec 1988 |
+6.47% |
+16.12%
Aug 1984 - Jul 1997 |
12.09%
52 out of 430 |
+0.43%
Jun 2008 - May 2022 |
+9.15% |
+17.33%
Aug 1982 - Jul 1996 |
0.00%
0 out of 418 |
-2.10%
Oct 1976 - Sep 1990 |
+6.93% |
+14.56%
Aug 1982 - Jul 1996 |
7.66%
32 out of 418 |
-1.61%
Nov 2007 - Oct 2022 |
+9.09% |
+17.62%
Aug 1982 - Jul 1997 |
1.23%
5 out of 406 |
-3.58%
Nov 2007 - Oct 2022 |
+6.63% |
+14.91%
Aug 1982 - Jul 1997 |
4.93%
20 out of 406 |
-1.04%
Nov 2007 - Oct 2023 |
+9.01% |
+16.10%
Jan 1988 - Dec 2003 |
0.76%
3 out of 394 |
-3.07%
Nov 2007 - Oct 2023 |
+6.57% |
+13.28%
Jan 1988 - Dec 2003 |
5.58%
22 out of 394 |
+1.07%
Oct 2007 - Sep 2024 |
+8.67% |
+17.16%
Oct 1990 - Sep 2007 |
0.00%
0 out of 382 |
-1.01%
Oct 2007 - Sep 2024 |
+6.20% |
+14.50%
Oct 1990 - Sep 2007 |
3.40%
13 out of 382 |
+2.13%
Feb 2006 - Jan 2024 |
+8.92% |
+17.38%
May 1988 - Apr 2006 |
0.00%
0 out of 370 |
+0.06%
Feb 2006 - Jan 2024 |
+6.30% |
+14.55%
May 1988 - Apr 2006 |
0.00%
0 out of 370 |
+3.74%
Mar 1997 - Feb 2016 |
+8.78% |
+18.60%
Nov 1988 - Oct 2007 |
0.00%
0 out of 358 |
+1.50%
Sep 1979 - Aug 1998 |
+6.28% |
+15.74%
Nov 1988 - Oct 2007 |
0.00%
0 out of 358 |
+4.22%
Feb 1996 - Jan 2016 |
+8.12% |
+18.53%
Jan 1988 - Dec 2007 |
0.00%
0 out of 346 |
+1.65%
Sep 1978 - Aug 1998 |
+5.74% |
+15.68%
Jan 1988 - Dec 2007 |
0.00%
0 out of 346 |
+3.88%
Oct 1997 - Sep 2022 |
+7.56% |
+14.63%
Jan 1988 - Dec 2012 |
0.00%
0 out of 286 |
+1.87%
Oct 1997 - Sep 2022 |
+5.34% |
+11.99%
Jan 1988 - Dec 2012 |
0.00%
0 out of 286 |
+3.20%
Feb 1994 - Jan 2024 |
+9.12% |
+12.56%
Jan 1988 - Dec 2017 |
0.00%
0 out of 226 |
+1.14%
Feb 1994 - Jan 2024 |
+6.78% |
+10.27%
Jan 1988 - Dec 2017 |
0.00%
0 out of 226 |
iShares MSCI Emerging Markets (EEM) to EUR Hedged ETF: Historical Returns