When holding the iShares MSCI Peru ETF (EPU) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~15 years), the longest duration with a negative return was 158 months (from January 2011 to February 2024).
This indicates that, within the same timeframe, any rolling period of 159 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 Peru ETF (EPU) 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 |
---|---|---|---|
-39.60%
Apr 2019 - Mar 2020 |
+0.46% |
+80.49%
Feb 2016 - Jan 2017 |
48.19%
80 out of 166 |
-40.51%
Apr 2019 - Mar 2020 |
-2.64% |
+76.07%
Feb 2016 - Jan 2017 |
54.82%
91 out of 166 |
-24.81%
Apr 2018 - Mar 2020 |
-0.74% |
+52.09%
Feb 2016 - Jan 2018 |
53.90%
83 out of 154 |
-26.07%
Apr 2018 - Mar 2020 |
-3.38% |
+48.62%
Feb 2016 - Jan 2018 |
60.39%
93 out of 154 |
-23.76%
Feb 2013 - Jan 2016 |
+0.14% |
+26.98%
Feb 2016 - Jan 2019 |
48.59%
69 out of 142 |
-24.40%
Feb 2013 - Jan 2016 |
-2.41% |
+24.43%
Feb 2016 - Jan 2019 |
59.86%
85 out of 142 |
-16.20%
Feb 2012 - Jan 2016 |
+0.18% |
+19.00%
Jan 2016 - Dec 2019 |
49.23%
64 out of 130 |
-17.08%
Feb 2012 - Jan 2016 |
-2.32% |
+16.52%
Jan 2016 - Dec 2019 |
57.69%
75 out of 130 |
-14.85%
Jan 2011 - Dec 2015 |
+0.48% |
+14.36%
Feb 2016 - Jan 2021 |
43.22%
51 out of 118 |
-16.12%
Jan 2011 - Dec 2015 |
-1.61% |
+12.11%
Feb 2016 - Jan 2021 |
63.56%
75 out of 118 |
-5.63%
Jan 2010 - Dec 2015 |
+0.87% |
+11.65%
Feb 2016 - Jan 2022 |
36.79%
39 out of 106 |
-7.04%
Jan 2010 - Dec 2015 |
-1.48% |
+8.49%
Feb 2016 - Jan 2022 |
66.04%
70 out of 106 |
-7.16%
Apr 2013 - Mar 2020 |
+1.64% |
+9.85%
Feb 2016 - Jan 2023 |
23.40%
22 out of 94 |
-8.55%
Apr 2013 - Mar 2020 |
-0.56% |
+6.24%
Feb 2016 - Jan 2023 |
59.57%
56 out of 94 |
-6.43%
Apr 2012 - Mar 2020 |
+0.79% |
+10.26%
Feb 2016 - Jan 2024 |
42.68%
35 out of 82 |
-7.83%
Apr 2012 - Mar 2020 |
-1.42% |
+6.67%
Feb 2016 - Jan 2024 |
59.76%
49 out of 82 |
-5.24%
Apr 2011 - Mar 2020 |
+0.26% |
+11.00%
Oct 2015 - Sep 2024 |
45.71%
32 out of 70 |
-6.76%
Apr 2011 - Mar 2020 |
-1.93% |
+7.58%
Oct 2015 - Sep 2024 |
74.29%
52 out of 70 |
-3.41%
Oct 2012 - Sep 2022 |
-0.45% |
+5.29%
Oct 2014 - Sep 2024 |
58.62%
34 out of 58 |
-5.79%
Oct 2012 - Sep 2022 |
-2.41% |
+2.37%
Oct 2014 - Sep 2024 |
75.86%
44 out of 58 |
-2.49%
Jan 2011 - Dec 2021 |
-0.36% |
+5.40%
Oct 2013 - Sep 2024 |
60.87%
28 out of 46 |
-4.61%
Jan 2011 - Dec 2021 |
-2.75% |
+2.58%
Oct 2013 - Sep 2024 |
76.09%
35 out of 46 |
-2.33%
Nov 2010 - Oct 2022 |
+0.64% |
+3.26%
Mar 2010 - Feb 2022 |
29.41%
10 out of 34 |
-4.80%
Nov 2010 - Oct 2022 |
-1.86% |
+0.97%
Mar 2010 - Feb 2022 |
82.35%
28 out of 34 |
-1.14%
Nov 2010 - Oct 2023 |
+1.77% |
+4.43%
Oct 2011 - Sep 2024 |
22.73%
5 out of 22 |
-3.68%
Nov 2010 - Oct 2023 |
-0.80% |
+1.83%
Oct 2011 - Sep 2024 |
77.27%
17 out of 22 |
+2.86%
Oct 2010 - Sep 2024 |
+3.62% |
+4.68%
Jun 2010 - May 2024 |
0.00%
0 out of 10 |
+0.21%
Oct 2010 - Sep 2024 |
+0.96% |
+1.98%
Jun 2010 - May 2024 |
0.00%
0 out of 10 |
iShares MSCI Peru ETF (EPU) ETF: Historical Returns