When holding the iShares MSCI World Small Cap (IUSN.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~26 years), the longest duration with a negative return was 128 months (from July 1998 to February 2009).
This indicates that, within the same timeframe, any rolling period of 129 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 World Small Cap (IUSN.DE) 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 |
---|---|---|---|
-40.81%
Jan 2008 - Dec 2008 |
+10.91% |
+68.90%
Apr 2009 - Mar 2010 |
28.05%
85 out of 303 |
-41.74%
Jan 2008 - Dec 2008 |
+8.67% |
+66.27%
Apr 2009 - Mar 2010 |
32.67%
99 out of 303 |
-28.28%
Mar 2007 - Feb 2009 |
+9.89% |
+43.92%
Mar 2009 - Feb 2011 |
24.05%
70 out of 291 |
-29.83%
Mar 2007 - Feb 2009 |
+7.87% |
+41.61%
Mar 2009 - Feb 2011 |
27.84%
81 out of 291 |
-18.43%
Mar 2006 - Feb 2009 |
+9.84% |
+28.97%
Apr 2003 - Mar 2006 |
20.43%
57 out of 279 |
-20.10%
Mar 2006 - Feb 2009 |
+7.51% |
+26.42%
Apr 2003 - Mar 2006 |
26.88%
75 out of 279 |
-7.60%
Mar 2005 - Feb 2009 |
+7.89% |
+24.18%
Apr 2009 - Mar 2013 |
19.10%
51 out of 267 |
-9.55%
Mar 2005 - Feb 2009 |
+5.79% |
+21.64%
Mar 2009 - Feb 2013 |
25.84%
69 out of 267 |
-4.17%
Mar 2004 - Feb 2009 |
+7.89% |
+22.34%
Mar 2009 - Feb 2014 |
5.49%
14 out of 255 |
-6.17%
Mar 2004 - Feb 2009 |
+5.37% |
+20.28%
Mar 2009 - Feb 2014 |
15.29%
39 out of 255 |
+0.96%
Oct 2005 - Sep 2011 |
+6.86% |
+23.53%
Apr 2009 - Mar 2015 |
0.00%
0 out of 243 |
-1.02%
Oct 2005 - Sep 2011 |
+4.62% |
+21.82%
Mar 2009 - Feb 2015 |
3.70%
9 out of 243 |
-4.13%
Apr 2002 - Mar 2009 |
+7.64% |
+18.21%
Mar 2009 - Feb 2016 |
3.03%
7 out of 231 |
-6.07%
Apr 2002 - Mar 2009 |
+5.38% |
+16.85%
Mar 2009 - Feb 2016 |
5.19%
12 out of 231 |
-3.61%
Mar 2001 - Feb 2009 |
+8.09% |
+19.32%
Mar 2009 - Feb 2017 |
5.02%
11 out of 219 |
-5.63%
Mar 2001 - Feb 2009 |
+5.87% |
+17.83%
Mar 2009 - Feb 2017 |
8.68%
19 out of 219 |
-3.25%
Mar 2000 - Feb 2009 |
+8.07% |
+17.17%
Mar 2009 - Feb 2018 |
5.80%
12 out of 207 |
-5.27%
Mar 2000 - Feb 2009 |
+5.97% |
+15.73%
Mar 2009 - Feb 2018 |
7.73%
16 out of 207 |
+0.61%
Apr 1999 - Mar 2009 |
+8.59% |
+15.94%
Mar 2009 - Feb 2019 |
0.00%
0 out of 195 |
-1.48%
Apr 1999 - Mar 2009 |
+6.46% |
+14.51%
Mar 2009 - Feb 2019 |
6.15%
12 out of 195 |
+1.40%
Oct 2000 - Sep 2011 |
+8.99% |
+14.62%
Jan 2009 - Dec 2019 |
0.00%
0 out of 183 |
-0.69%
Oct 2000 - Sep 2011 |
+7.12% |
+13.16%
Jan 2009 - Dec 2019 |
2.19%
4 out of 183 |
+2.95%
Sep 2000 - Aug 2012 |
+8.49% |
+15.58%
Apr 2009 - Mar 2021 |
0.00%
0 out of 171 |
+0.81%
Sep 2000 - Aug 2012 |
+6.81% |
+14.13%
Apr 2009 - Mar 2021 |
0.00%
0 out of 171 |
+3.83%
Sep 2000 - Aug 2013 |
+8.69% |
+14.91%
Mar 2009 - Feb 2022 |
0.00%
0 out of 159 |
+1.74%
Sep 2000 - Aug 2013 |
+6.76% |
+13.13%
Mar 2009 - Feb 2022 |
0.00%
0 out of 159 |
+4.61%
Apr 2006 - Mar 2020 |
+8.14% |
+13.73%
Mar 2009 - Feb 2023 |
0.00%
0 out of 147 |
+2.77%
May 2000 - Apr 2014 |
+6.56% |
+11.44%
Mar 2009 - Feb 2023 |
0.00%
0 out of 147 |
+5.29%
Oct 2000 - Sep 2015 |
+7.93% |
+13.23%
Apr 2009 - Mar 2024 |
0.00%
0 out of 135 |
+3.43%
Oct 2000 - Sep 2015 |
+6.12% |
+10.88%
Apr 2009 - Mar 2024 |
0.00%
0 out of 135 |
+5.61%
Mar 2000 - Feb 2016 |
+7.94% |
+10.62%
Apr 2003 - Mar 2019 |
0.00%
0 out of 123 |
+3.80%
Apr 2000 - Mar 2016 |
+6.05% |
+8.90%
Apr 2003 - Mar 2019 |
0.00%
0 out of 123 |
+5.77%
Sep 2000 - Aug 2017 |
+7.55% |
+10.28%
Feb 2003 - Jan 2020 |
0.00%
0 out of 111 |
+4.00%
Sep 2000 - Aug 2017 |
+5.63% |
+8.60%
Feb 2003 - Jan 2020 |
0.00%
0 out of 111 |
+5.29%
Apr 2002 - Mar 2020 |
+7.76% |
+11.18%
Apr 2003 - Mar 2021 |
0.00%
0 out of 99 |
+3.66%
Apr 2002 - Mar 2020 |
+5.84% |
+9.52%
Apr 2003 - Mar 2021 |
0.00%
0 out of 99 |
+5.37%
Apr 2001 - Mar 2020 |
+8.18% |
+10.86%
Apr 2003 - Mar 2022 |
0.00%
0 out of 87 |
+3.68%
Apr 2001 - Mar 2020 |
+6.06% |
+8.88%
Apr 2003 - Mar 2022 |
0.00%
0 out of 87 |
+4.76%
Apr 2000 - Mar 2020 |
+8.02% |
+10.09%
Mar 2003 - Feb 2023 |
0.00%
0 out of 75 |
+3.06%
Apr 2000 - Mar 2020 |
+6.09% |
+7.87%
Mar 2003 - Feb 2023 |
0.00%
0 out of 75 |
+7.22%
Jul 1999 - Jun 2024 |
+7.84% |
+8.44%
Sep 1998 - Aug 2023 |
0.00%
0 out of 15 |
+4.98%
Jul 1999 - Jun 2024 |
+5.63% |
+6.22%
Sep 1998 - Aug 2023 |
0.00%
0 out of 15 |
iShares MSCI World Small Cap (IUSN.DE) ETF: Historical Returns