UBS Core BBG US Liquid Corp UCITS USD dis (UC84.L): Rolling Returns

Simulation Settings
Category:
Period: January 1871 - March 2026 (~155 years)
Initial Amount: 1£
Currency: GBP
Inflation: UK
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When holding the UBS Core BBG US Liquid Corp UCITS USD dis (UC84.L) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~155 years), the longest duration with a negative return was 121 months (from March 2016 to March 2026). 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.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

UBS CORE BBG US LIQUID CORP UCITS USD DIS (UC84.L) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 April 1996 - 31 March 2026 (30 Years)
Time Period: 1 January 1871 - 31 March 2026 (~155 years)
30 Years
(1996/04 - 2026/03)
All Data
(1871/01 - 2026/03)

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As of Mar 31, 2026, the annualized return of the previous 10 years has been -0.14%.

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.

UBS CORE BBG US LIQUID CORP UCITS USD DIS (UC84.L) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 April 1996 - 31 March 2026 (30 Years)
Time Period: 1 January 1871 - 31 March 2026 (~155 years)
30 Years
(1996/04 - 2026/03)
All Data
(1871/01 - 2026/03)
UK Inflation Adjusted:

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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.

UBS CORE BBG US LIQUID CORP UCITS USD DIS (UC84.L) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1871 - 31 March 2026 (~155 years)
Over Time
Histogram
UK Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-23.42%
Mar 1979 - Feb 1980
+3.61% +69.87%
Mar 1982 - Feb 1983
24.08%
446 out of 1852
-35.70%
Mar 1979 - Feb 1980
+2.08% +61.26%
Mar 1982 - Feb 1983
38.77%
718 out of 1852
-13.83%
Mar 1978 - Feb 1980
+3.74% +50.09%
Apr 1981 - Mar 1983
12.45%
229 out of 1840
-24.58%
Mar 1978 - Feb 1980
+2.04% +39.68%
Apr 1981 - Mar 1983
32.28%
594 out of 1840
-11.42%
Mar 1977 - Feb 1980
+3.83% +44.34%
Feb 1982 - Jan 1985
8.04%
147 out of 1828
-21.35%
Mar 1977 - Feb 1980
+2.30% +37.43%
Feb 1982 - Jan 1985
29.49%
539 out of 1828
-9.22%
Nov 1976 - Oct 1980
+4.14% +41.01%
Feb 1981 - Jan 1985
5.29%
96 out of 1816
-20.06%
Nov 1976 - Oct 1980
+2.36% +32.12%
Feb 1981 - Jan 1985
30.07%
546 out of 1816
-5.96%
Jul 2020 - Jun 2025
+4.58% +33.65%
Mar 1980 - Feb 1985
4.55%
82 out of 1804
-13.56%
Nov 1976 - Oct 1981
+2.51% +23.96%
Mar 1980 - Feb 1985
27.94%
504 out of 1804
-4.53%
Sep 2019 - Aug 2025
+4.65% +28.72%
Nov 1980 - Oct 1986
2.73%
49 out of 1792
-11.17%
Mar 1974 - Feb 1980
+2.39% +21.28%
Nov 1980 - Oct 1986
26.12%
468 out of 1792
-2.65%
Nov 2016 - Oct 2023
+4.81% +23.79%
Mar 1980 - Feb 1987
1.80%
32 out of 1780
-10.85%
Dec 1973 - Nov 1980
+2.44% +15.83%
Mar 1980 - Feb 1987
24.49%
436 out of 1780
-2.11%
Nov 2016 - Oct 2024
+4.87% +19.68%
Nov 1980 - Oct 1988
1.24%
22 out of 1768
-10.54%
Nov 1972 - Oct 1980
+2.39% +13.77%
Sep 1981 - Aug 1989
22.57%
399 out of 1768
-1.90%
Nov 2016 - Oct 2025
+4.94% +20.25%
Nov 1980 - Oct 1989
0.68%
12 out of 1756
-9.31%
Nov 1971 - Oct 1980
+2.45% +13.78%
Nov 1980 - Oct 1989
22.44%
394 out of 1756
-0.14%
Apr 2016 - Mar 2026
+4.91% +18.65%
Mar 1975 - Feb 1985
0.11%
2 out of 1744
-8.64%
Apr 1971 - Mar 1981
+2.41% +10.94%
May 1981 - Apr 1991
24.94%
435 out of 1744
+0.25%
Apr 2015 - Mar 2026
+4.90% +17.32%
Mar 1982 - Feb 1993
0.00%
0 out of 1732
-7.70%
Nov 1969 - Oct 1980
+2.40% +11.72%
Mar 1982 - Feb 1993
26.04%
451 out of 1732
+1.17%
Jun 2013 - May 2025
+4.77% +18.48%
Mar 1981 - Feb 1993
0.00%
0 out of 1720
-7.65%
Nov 1968 - Oct 1980
+2.26% +12.30%
Mar 1981 - Feb 1993
26.57%
457 out of 1720
+1.07%
Mar 2013 - Feb 2026
+4.75% +18.13%
Nov 1980 - Oct 1993
0.00%
0 out of 1708
-7.11%
Feb 1968 - Jan 1981
+2.35% +11.98%
Nov 1980 - Oct 1993
25.35%
433 out of 1708
+1.78%
Mar 2012 - Feb 2026
+4.75% +16.80%
Mar 1980 - Feb 1994
0.00%
0 out of 1696
-5.83%
May 1967 - Apr 1981
+2.20% +10.43%
Mar 1980 - Feb 1994
23.88%
405 out of 1696
+2.08%
Sep 2010 - Aug 2025
+4.69% +16.22%
Feb 1981 - Jan 1996
0.00%
0 out of 1684
-5.35%
Nov 1965 - Oct 1980
+2.30% +10.76%
Feb 1981 - Jan 1996
25.36%
427 out of 1684
+2.05%
Sep 1950 - Aug 1966
+4.79% +15.37%
Mar 1980 - Feb 1996
0.00%
0 out of 1672
-5.17%
Nov 1964 - Oct 1980
+2.41% +9.67%
Feb 1981 - Jan 1997
21.83%
365 out of 1672
+2.46%
Dec 1949 - Nov 1966
+4.87% +14.48%
Feb 1981 - Jan 1998
0.00%
0 out of 1660
-4.87%
Nov 1963 - Oct 1980
+2.33% +9.49%
Feb 1981 - Jan 1998
21.08%
350 out of 1660
+2.43%
Aug 1895 - Jul 1913
+4.86% +14.30%
Mar 1975 - Feb 1993
0.00%
0 out of 1648
-4.60%
Nov 1962 - Oct 1980
+2.31% +9.25%
Feb 1981 - Jan 1999
19.11%
315 out of 1648
+2.48%
Jan 1889 - Dec 1907
+4.81% +13.84%
Nov 1974 - Oct 1993
0.00%
0 out of 1636
-4.31%
Nov 1961 - Oct 1980
+2.25% +8.98%
Sep 1981 - Aug 2000
18.28%
299 out of 1636
+2.61%
Jan 1888 - Dec 1907
+4.71% +13.77%
Apr 1981 - Mar 2001
0.00%
0 out of 1624
-4.14%
Nov 1960 - Oct 1980
+2.29% +9.48%
May 1981 - Apr 2001
19.46%
316 out of 1624
+2.64%
Jan 1883 - Dec 1907
+4.74% +11.59%
Jan 1981 - Dec 2005
0.00%
0 out of 1564
-3.35%
Nov 1955 - Oct 1980
+2.25% +7.73%
Jan 1981 - Dec 2005
15.15%
237 out of 1564
+2.87%
Nov 1883 - Oct 1913
+4.77% +11.07%
Nov 1980 - Oct 2010
0.00%
0 out of 1504
-3.42%
Nov 1950 - Oct 1980
+2.07% +7.34%
Nov 1980 - Oct 2010
11.37%
171 out of 1504
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