When holding the iShares MSCI Hong Kong ETF (EWH) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~28 years), the longest duration with a negative return was 147 months (from January 1997 to March 2009).
This indicates that, within the same timeframe, any rolling period of 148 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 Hong Kong ETF (EWH) ETF: Historical Returns
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 |
---|---|---|---|
-59.95%
Sep 1997 - Aug 1998 |
+7.06% |
+119.19%
Sep 1998 - Aug 1999 |
42.24%
136 out of 322 |
-60.59%
Sep 1997 - Aug 1998 |
+3.92% |
+114.34%
Sep 1998 - Aug 1999 |
44.41%
143 out of 322 |
-22.70%
Sep 2000 - Aug 2002 |
+5.09% |
+60.23%
Sep 1998 - Aug 2000 |
32.90%
102 out of 310 |
-24.39%
Sep 2000 - Aug 2002 |
+2.88% |
+55.85%
Sep 1998 - Aug 2000 |
38.39%
119 out of 310 |
-18.95%
Apr 2000 - Mar 2003 |
+5.48% |
+32.09%
Nov 2004 - Oct 2007 |
26.51%
79 out of 298 |
-20.89%
Apr 2000 - Mar 2003 |
+3.55% |
+28.10%
Nov 2004 - Oct 2007 |
35.57%
106 out of 298 |
-12.67%
Oct 1997 - Sep 2001 |
+6.19% |
+27.31%
Nov 2003 - Oct 2007 |
28.32%
81 out of 286 |
-14.82%
Oct 1997 - Sep 2001 |
+4.30% |
+23.47%
Apr 2003 - Mar 2007 |
31.82%
91 out of 286 |
-12.05%
Oct 1997 - Sep 2002 |
+6.07% |
+28.73%
Nov 2002 - Oct 2007 |
19.34%
53 out of 274 |
-14.04%
Oct 1997 - Sep 2002 |
+3.86% |
+25.09%
Nov 2002 - Oct 2007 |
28.10%
77 out of 274 |
-9.60%
Jul 1997 - Jun 2003 |
+6.50% |
+22.46%
Nov 2001 - Oct 2007 |
11.07%
29 out of 262 |
-11.59%
Jul 1997 - Jun 2003 |
+4.45% |
+19.17%
Nov 2001 - Oct 2007 |
17.56%
46 out of 262 |
-4.61%
Aug 1997 - Jul 2004 |
+7.07% |
+16.37%
Apr 2003 - Mar 2010 |
9.20%
23 out of 250 |
-6.83%
Aug 1997 - Jul 2004 |
+4.90% |
+13.63%
Apr 2003 - Mar 2010 |
13.60%
34 out of 250 |
-0.86%
Jul 1997 - Jun 2005 |
+7.46% |
+16.86%
May 2003 - Apr 2011 |
3.36%
8 out of 238 |
-4.02%
Aug 2016 - Jul 2024 |
+5.28% |
+13.96%
Apr 2003 - Mar 2011 |
17.65%
42 out of 238 |
-1.30%
May 2015 - Apr 2024 |
+7.32% |
+16.87%
Sep 1998 - Aug 2007 |
5.31%
12 out of 226 |
-4.34%
May 2015 - Apr 2024 |
+5.11% |
+13.80%
Sep 1998 - Aug 2007 |
15.49%
35 out of 226 |
-0.59%
Aug 2014 - Jul 2024 |
+6.94% |
+14.52%
May 2003 - Apr 2013 |
0.93%
2 out of 214 |
-3.32%
Aug 2014 - Jul 2024 |
+5.02% |
+11.86%
May 2003 - Apr 2013 |
7.94%
17 out of 214 |
+0.78%
Feb 2013 - Jan 2024 |
+7.21% |
+13.36%
May 2003 - Apr 2014 |
0.00%
0 out of 202 |
-1.84%
Feb 2013 - Jan 2024 |
+4.94% |
+10.76%
May 2003 - Apr 2014 |
9.90%
20 out of 202 |
-0.64%
Mar 1997 - Feb 2009 |
+7.22% |
+14.01%
May 2003 - Apr 2015 |
1.58%
3 out of 190 |
-2.99%
Mar 1997 - Feb 2009 |
+4.88% |
+11.62%
May 2003 - Apr 2015 |
7.89%
15 out of 190 |
+1.52%
Feb 2011 - Jan 2024 |
+7.11% |
+12.17%
Sep 1998 - Aug 2011 |
0.00%
0 out of 178 |
-1.08%
Feb 2011 - Jan 2024 |
+5.02% |
+9.41%
Apr 2003 - Mar 2016 |
7.87%
14 out of 178 |
+2.22%
Oct 1997 - Sep 2011 |
+7.01% |
+12.03%
May 2003 - Apr 2017 |
0.00%
0 out of 166 |
-0.24%
Oct 1997 - Sep 2011 |
+4.92% |
+9.75%
May 2003 - Apr 2017 |
0.60%
1 out of 166 |
+0.45%
Nov 2007 - Oct 2022 |
+7.03% |
+12.38%
May 2003 - Apr 2018 |
0.00%
0 out of 154 |
-1.88%
Nov 2007 - Oct 2022 |
+4.88% |
+10.11%
Apr 2003 - Mar 2018 |
1.95%
3 out of 154 |
+0.87%
Nov 2007 - Oct 2023 |
+7.07% |
+11.99%
Apr 2003 - Mar 2019 |
0.00%
0 out of 142 |
-1.53%
Nov 2007 - Oct 2023 |
+4.71% |
+9.75%
Apr 2003 - Mar 2019 |
6.34%
9 out of 142 |
+2.24%
Aug 2007 - Jul 2024 |
+7.12% |
+10.53%
Sep 1998 - Aug 2015 |
0.00%
0 out of 130 |
-0.21%
Aug 2007 - Jul 2024 |
+4.80% |
+8.12%
Jan 2003 - Dec 2019 |
1.54%
2 out of 130 |
+3.69%
May 2006 - Apr 2024 |
+7.02% |
+11.09%
May 2003 - Apr 2021 |
0.00%
0 out of 118 |
+1.16%
May 2006 - Apr 2024 |
+4.73% |
+8.79%
May 2003 - Apr 2021 |
0.00%
0 out of 118 |
+3.85%
Feb 1997 - Jan 2016 |
+6.81% |
+11.15%
Sep 1998 - Aug 2017 |
0.00%
0 out of 106 |
+1.36%
Aug 2005 - Jul 2024 |
+4.41% |
+8.80%
Sep 1998 - Aug 2017 |
0.00%
0 out of 106 |
+4.21%
Jan 1997 - Dec 2016 |
+6.98% |
+10.68%
Sep 1998 - Aug 2018 |
0.00%
0 out of 94 |
+2.03%
Jan 1997 - Dec 2016 |
+4.70% |
+8.32%
Sep 1998 - Aug 2018 |
0.00%
0 out of 94 |
+3.58%
Oct 1997 - Sep 2022 |
+4.95% |
+7.81%
Sep 1998 - Aug 2023 |
0.00%
0 out of 34 |
+1.09%
Oct 1997 - Sep 2022 |
+2.45% |
+5.14%
Sep 1998 - Aug 2023 |
0.00%
0 out of 34 |
iShares MSCI Hong Kong ETF (EWH) ETF: Historical Returns