Consolidated Returns as of 31 March 2024
Holding the Invesco S&P Global Water Index ETF (CGW) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~16 years), the longest period with a negative return lasted 59 months (from January 2008 to November 2012).
This means that every rolling period of 60 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Invesco S&P Global Water Index ETF (CGW) ETF: Historical Returns page.
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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.21% |
+53.07%
Apr 2009 - Mar 2010 |
-47.16%
Mar 2008 - Feb 2009 |
22.28%
41 out of 184 |
US Inflation Adjusted | +7.18% |
+49.71%
Mar 2009 - Feb 2010 |
-47.16%
Mar 2008 - Feb 2009 |
27.72%
51 out of 184 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.18% |
+36.05%
Mar 2009 - Feb 2011 |
-15.45%
Jun 2008 - May 2010 |
11.63%
20 out of 172 |
US Inflation Adjusted | +6.74% |
+33.20%
Mar 2009 - Feb 2011 |
-15.85%
Jun 2008 - May 2010 |
17.44%
30 out of 172 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.04% |
+26.78%
Jan 2019 - Dec 2021 |
-3.31%
Jan 2008 - Dec 2010 |
3.13%
5 out of 160 |
US Inflation Adjusted | +7.67% |
+22.41%
Jan 2019 - Dec 2021 |
-4.64%
Jan 2008 - Dec 2010 |
8.13%
13 out of 160 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.13% |
+21.62%
Mar 2009 - Feb 2013 |
-4.45%
Jan 2008 - Dec 2011 |
3.38%
5 out of 148 |
US Inflation Adjusted | +7.96% |
+18.89%
Mar 2009 - Feb 2013 |
-6.15%
Jan 2008 - Dec 2011 |
6.08%
9 out of 148 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.90% |
+22.20%
Mar 2009 - Feb 2014 |
+0.19%
Jan 2008 - Dec 2012 |
0.00%
0 out of 136 |
US Inflation Adjusted | +7.62% |
+19.73%
Mar 2009 - Feb 2014 |
-1.59%
Jan 2008 - Dec 2012 |
0.74%
1 out of 136 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.72% |
+18.15%
Mar 2009 - Feb 2015 |
+4.04%
Apr 2014 - Mar 2020 |
0.00%
0 out of 124 |
US Inflation Adjusted | +7.30% |
+16.17%
Mar 2009 - Feb 2015 |
+2.26%
Nov 2017 - Oct 2023 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.94% |
+14.68%
Apr 2009 - Mar 2016 |
+4.00%
Jan 2008 - Dec 2014 |
0.00%
0 out of 112 |
US Inflation Adjusted | +7.86% |
+12.83%
Apr 2009 - Mar 2016 |
+2.37%
Jan 2008 - Dec 2014 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.16% |
+14.61%
Mar 2009 - Feb 2017 |
+3.27%
Jan 2008 - Dec 2015 |
0.00%
0 out of 100 |
US Inflation Adjusted | +8.07% |
+12.66%
Mar 2009 - Feb 2017 |
+1.77%
Jan 2008 - Dec 2015 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.66% |
+14.50%
Mar 2009 - Feb 2018 |
+3.63%
Jan 2008 - Dec 2016 |
0.00%
0 out of 88 |
US Inflation Adjusted | +7.68% |
+12.49%
Mar 2009 - Feb 2018 |
+2.06%
Jan 2008 - Dec 2016 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.17% |
+14.39%
Jan 2012 - Dec 2021 |
+5.40%
Jun 2008 - May 2018 |
0.00%
0 out of 76 |
US Inflation Adjusted | +8.19% |
+12.00%
Jan 2012 - Dec 2021 |
+3.80%
Jun 2008 - May 2018 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.26% |
+14.07%
Sep 2010 - Aug 2021 |
+4.18%
Jan 2008 - Dec 2018 |
0.00%
0 out of 64 |
US Inflation Adjusted | +7.87% |
+11.76%
Sep 2010 - Aug 2021 |
+2.51%
Jan 2008 - Dec 2018 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.05% |
+14.35%
Mar 2009 - Feb 2021 |
+5.35%
Apr 2008 - Mar 2020 |
0.00%
0 out of 52 |
US Inflation Adjusted | +7.34% |
+12.33%
Mar 2009 - Feb 2021 |
+3.69%
Apr 2008 - Mar 2020 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.83% |
+14.12%
Mar 2009 - Feb 2022 |
+7.06%
Jan 2008 - Dec 2020 |
0.00%
0 out of 40 |
US Inflation Adjusted | +7.17% |
+11.66%
Dec 2008 - Nov 2021 |
+5.31%
Jan 2008 - Dec 2020 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.73% |
+12.69%
Mar 2009 - Feb 2023 |
+6.92%
Jun 2008 - May 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | +7.01% |
+9.92%
Mar 2009 - Feb 2023 |
+4.63%
Jun 2008 - May 2022 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.66% |
+12.57%
Mar 2009 - Feb 2024 |
+6.29%
Jan 2008 - Dec 2022 |
0.00%
0 out of 16 |
US Inflation Adjusted | +5.28% |
+9.75%
Mar 2009 - Feb 2024 |
+3.86%
Jan 2008 - Dec 2022 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.17% |
+7.80%
Apr 2008 - Mar 2024 |
+6.84%
Jan 2008 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +4.67% |
+5.27%
Apr 2008 - Mar 2024 |
+4.34%
Jan 2008 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Invesco S&P Global Water Index ETF (CGW) ETF: Historical Returns page.