When holding the iShares EUR Aggregate Bond ESG (EUN4.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 130 months (from March 2015 to December 2025). This negative serie is not closed yet.
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 EUR Aggregate Bond ESG (EUN4.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.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
Loading data
Please wait
Loading data
Please wait
| Worst | Median | Best | Negative Periods |
|---|---|---|---|
|
-16.91%
Jan 2022 - Dec 2022 |
+3.64% |
+13.69%
Dec 2011 - Nov 2012 |
18.60%
56 out of 301 |
|
-24.24%
Oct 2021 - Sep 2022 |
+2.40% |
+11.74%
Oct 2008 - Sep 2009 |
33.89%
102 out of 301 |
|
-10.18%
Jan 2021 - Dec 2022 |
+3.92% |
+9.49%
Jun 2001 - May 2003 |
14.19%
41 out of 289 |
|
-16.10%
Jan 2021 - Dec 2022 |
+1.92% |
+8.24%
Sep 2008 - Aug 2010 |
27.68%
80 out of 289 |
|
-6.71%
Nov 2020 - Oct 2023 |
+3.81% |
+8.57%
Dec 2011 - Nov 2014 |
13.72%
38 out of 277 |
|
-11.83%
Nov 2020 - Oct 2023 |
+2.07% |
+7.38%
Dec 2011 - Nov 2014 |
24.91%
69 out of 277 |
|
-4.91%
Oct 2019 - Sep 2023 |
+3.74% |
+7.66%
Apr 2011 - Mar 2015 |
16.98%
45 out of 265 |
|
-8.80%
Oct 2019 - Sep 2023 |
+2.09% |
+6.39%
Apr 2011 - Mar 2015 |
20.38%
54 out of 265 |
|
-2.62%
Sep 2019 - Aug 2024 |
+3.97% |
+7.44%
Sep 2000 - Aug 2005 |
17.79%
45 out of 253 |
|
-6.30%
Jan 2021 - Dec 2025 |
+2.10% |
+5.40%
Aug 2011 - Jul 2016 |
21.34%
54 out of 253 |
|
-2.18%
Oct 2016 - Sep 2022 |
+4.12% |
+6.58%
Jan 2000 - Dec 2005 |
18.67%
45 out of 241 |
|
-5.23%
Sep 2019 - Aug 2025 |
+2.43% |
+4.89%
Jul 2008 - Jun 2014 |
19.92%
48 out of 241 |
|
-1.98%
Oct 2016 - Sep 2023 |
+4.08% |
+6.16%
Apr 2008 - Mar 2015 |
19.21%
44 out of 229 |
|
-4.92%
Oct 2016 - Sep 2023 |
+2.58% |
+4.74%
Jun 2008 - May 2015 |
20.96%
48 out of 229 |
|
-1.27%
Mar 2015 - Feb 2023 |
+4.18% |
+6.07%
Jul 2008 - Jun 2016 |
18.89%
41 out of 217 |
|
-3.80%
Jul 2016 - Jun 2024 |
+2.47% |
+4.92%
Jul 2008 - Jun 2016 |
21.20%
46 out of 217 |
|
-0.62%
Oct 2014 - Sep 2023 |
+4.30% |
+5.64%
Jul 2007 - Jun 2016 |
13.66%
28 out of 205 |
|
-3.29%
Sep 2016 - Aug 2025 |
+2.51% |
+4.17%
Aug 2007 - Jul 2016 |
21.95%
45 out of 205 |
|
-0.28%
Apr 2015 - Mar 2025 |
+4.37% |
+5.80%
Sep 2000 - Aug 2010 |
2.07%
4 out of 193 |
|
-2.70%
Apr 2015 - Mar 2025 |
+2.64% |
+3.70%
Sep 2000 - Aug 2010 |
21.76%
42 out of 193 |
|
+0.21%
Jan 2015 - Dec 2025 |
+4.32% |
+5.36%
May 2002 - Apr 2013 |
0.00%
0 out of 181 |
|
-2.12%
Jan 2015 - Dec 2025 |
+2.73% |
+3.55%
Sep 2008 - Aug 2019 |
22.65%
41 out of 181 |
|
+0.97%
May 2013 - Apr 2025 |
+4.15% |
+5.40%
May 2001 - Apr 2013 |
0.00%
0 out of 169 |
|
-1.17%
May 2013 - Apr 2025 |
+2.67% |
+3.34%
Jul 2008 - Jun 2020 |
24.85%
42 out of 169 |
|
+1.09%
Jan 2013 - Dec 2025 |
+4.13% |
+5.62%
Apr 2002 - Mar 2015 |
0.00%
0 out of 157 |
|
-1.05%
Oct 2010 - Sep 2023 |
+2.68% |
+3.74%
Apr 2002 - Mar 2015 |
24.84%
39 out of 157 |
|
+1.46%
Oct 2009 - Sep 2023 |
+3.97% |
+5.55%
Sep 2000 - Aug 2014 |
0.00%
0 out of 145 |
|
-0.72%
Oct 2009 - Sep 2023 |
+2.48% |
+3.62%
Feb 2001 - Jan 2015 |
24.83%
36 out of 145 |
|
+1.55%
Sep 2010 - Aug 2025 |
+3.83% |
+5.67%
Feb 2000 - Jan 2015 |
0.00%
0 out of 133 |
|
-0.64%
Sep 2010 - Aug 2025 |
+2.33% |
+3.80%
Feb 2000 - Jan 2015 |
17.29%
23 out of 133 |
|
+1.87%
Jan 2010 - Dec 2025 |
+3.86% |
+5.41%
Aug 2000 - Jul 2016 |
0.00%
0 out of 121 |
|
-0.27%
Oct 2009 - Sep 2025 |
+2.30% |
+3.63%
Aug 2000 - Jul 2016 |
7.44%
9 out of 121 |
|
+2.05%
Oct 2006 - Sep 2023 |
+3.81% |
+5.11%
Jan 2000 - Dec 2016 |
0.00%
0 out of 109 |
|
-0.07%
Oct 2006 - Sep 2023 |
+2.27% |
+3.28%
Jan 2000 - Dec 2016 |
1.83%
2 out of 109 |
|
+1.93%
Oct 2005 - Sep 2023 |
+3.70% |
+4.83%
Jan 2000 - Dec 2017 |
0.00%
0 out of 97 |
|
-0.17%
Oct 2005 - Sep 2023 |
+2.00% |
+3.08%
Feb 2000 - Jan 2018 |
5.15%
5 out of 97 |
|
+2.12%
Jul 2005 - Jun 2024 |
+2.91% |
+4.90%
Sep 2000 - Aug 2019 |
0.00%
0 out of 85 |
|
+0.00%
Jul 2005 - Jun 2024 |
+1.00% |
+3.15%
Sep 2000 - Aug 2019 |
0.00%
0 out of 85 |
|
+2.20%
Sep 2005 - Aug 2025 |
+2.70% |
+4.76%
Feb 2000 - Jan 2020 |
0.00%
0 out of 73 |
|
+0.09%
Sep 2005 - Aug 2025 |
+0.60% |
+3.06%
Feb 2000 - Jan 2020 |
0.00%
0 out of 73 |
|
+3.08%
Jan 2001 - Dec 2025 |
+3.24% |
+3.34%
Feb 2000 - Jan 2025 |
0.00%
0 out of 13 |
|
+0.97%
Jan 2001 - Dec 2025 |
+1.09% |
+1.21%
Feb 2000 - Jan 2025 |
0.00%
0 out of 13 |
iShares EUR Aggregate Bond ESG (EUN4.DE) ETF: Historical Returns
with Lazy Portfolios and Passive Investing
