BMO Equal Weight US Health CAD Hedged (ZUH.TO): Rolling Returns

Simulation Settings
Category:
Period: January 1985 - June 2025 (~41 years)
Initial Amount: 1$
Currency: CAD
Inflation: Canada
(Change Settings)
The minimum date range must be at least 24 months. 'Date To' cannot be beyond June 2025.
Reset settings
Close

When holding the BMO Equal Weight US Health CAD Hedged (ZUH.TO) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~41 years), the longest duration with a negative return was 123 months (from February 1999 to April 2009).

This indicates that, within the same timeframe, any rolling period of 124 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.

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.

BMO EQUAL WEIGHT US HEALTH CAD HEDGED (ZUH.TO) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
30 Years
(1995/07 - 2025/06)
All Data
(1985/01 - 2025/06)

Loading data
Please wait

Loading data
Please wait

As of Jun 30, 2025, the annualized return of the previous 10 years has been 4.05%.

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.

BMO EQUAL WEIGHT US HEALTH CAD HEDGED (ZUH.TO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
30 Years
(1995/07 - 2025/06)
All Data
(1985/01 - 2025/06)
Canada Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

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.

BMO EQUAL WEIGHT US HEALTH CAD HEDGED (ZUH.TO) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
Over Time
Histogram
Canada Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-29.98%
Dec 2007 - Nov 2008
+12.65% +56.48%
Nov 1990 - Oct 1991
20.84%
99 out of 475
-31.33%
Dec 2007 - Nov 2008
+10.45% +49.88%
Nov 1990 - Oct 1991
26.11%
124 out of 475
-16.41%
May 2007 - Apr 2009
+11.91% +41.90%
Sep 1985 - Aug 1987
15.33%
71 out of 463
-19.82%
Nov 2021 - Oct 2023
+9.80% +35.91%
Sep 1985 - Aug 1987
21.81%
101 out of 463
-9.70%
Mar 2006 - Feb 2009
+12.62% +36.99%
Sep 1988 - Aug 1991
14.41%
65 out of 451
-11.27%
Mar 2006 - Feb 2009
+10.74% +31.24%
Jun 2012 - May 2015
19.07%
86 out of 451
-5.54%
Mar 2005 - Feb 2009
+14.43% +35.68%
Jan 1988 - Dec 1991
7.06%
31 out of 439
-8.79%
Jul 2021 - Jun 2025
+12.23% +30.96%
Feb 1995 - Jan 1999
18.91%
83 out of 439
-4.90%
Mar 2004 - Feb 2009
+13.72% +30.37%
Jul 1994 - Jun 1999
2.81%
12 out of 427
-6.69%
Mar 2004 - Feb 2009
+11.96% +28.28%
May 1994 - Apr 1999
11.01%
47 out of 427
-0.77%
May 2003 - Apr 2009
+12.65% +29.05%
Oct 1985 - Sep 1991
1.69%
7 out of 415
-2.51%
May 2003 - Apr 2009
+10.54% +25.08%
May 1993 - Apr 1999
7.71%
32 out of 415
-1.37%
Mar 2002 - Feb 2009
+13.65% +30.54%
Jan 1985 - Dec 1991
0.99%
4 out of 403
-3.43%
Mar 2002 - Feb 2009
+11.53% +25.06%
Jan 1985 - Dec 1991
4.71%
19 out of 403
-1.45%
Mar 2001 - Feb 2009
+13.21% +26.72%
Dec 1987 - Nov 1995
1.53%
6 out of 391
-3.42%
Mar 2001 - Feb 2009
+11.44% +23.10%
Feb 1991 - Jan 1999
5.12%
20 out of 391
-1.48%
Apr 2000 - Mar 2009
+12.97% +26.60%
Dec 1987 - Nov 1996
2.11%
8 out of 379
-3.47%
Apr 2000 - Mar 2009
+11.09% +23.64%
Feb 1990 - Jan 1999
6.07%
23 out of 379
-0.81%
May 1999 - Apr 2009
+12.57% +26.00%
Apr 1988 - Mar 1998
1.09%
4 out of 367
-2.90%
Mar 1999 - Feb 2009
+10.18% +23.15%
Apr 1989 - Mar 1999
6.27%
23 out of 367
+0.75%
Jul 1999 - Jun 2010
+12.00% +26.60%
Dec 1987 - Nov 1998
0.00%
0 out of 355
-1.28%
Jul 1999 - Jun 2010
+10.01% +23.46%
Dec 1987 - Nov 1998
3.38%
12 out of 355
+2.31%
Jan 2000 - Dec 2011
+11.72% +25.84%
Jan 1988 - Dec 1999
0.00%
0 out of 343
+0.21%
Jan 2000 - Dec 2011
+9.57% +22.76%
Jan 1988 - Dec 1999
0.00%
0 out of 343
+3.26%
Jun 1999 - May 2012
+11.64% +25.28%
May 1985 - Apr 1998
0.00%
0 out of 331
+1.10%
Jun 1999 - May 2012
+9.39% +21.71%
May 1985 - Apr 1998
0.00%
0 out of 331
+4.47%
Jan 1999 - Dec 2012
+11.32% +25.96%
Jan 1985 - Dec 1998
0.00%
0 out of 319
+2.37%
Jan 1999 - Dec 2012
+9.07% +22.44%
Jan 1985 - Dec 1998
0.00%
0 out of 319
+6.18%
Aug 1997 - Jul 2012
+10.62% +25.46%
Jan 1985 - Dec 1999
0.00%
0 out of 307
+4.11%
May 1999 - Apr 2014
+8.46% +21.98%
Jan 1985 - Dec 1999
0.00%
0 out of 307
+6.80%
Feb 2000 - Jan 2016
+10.02% +22.66%
Jan 1985 - Dec 2000
0.00%
0 out of 295
+4.78%
Feb 2000 - Jan 2016
+7.93% +19.23%
Jan 1985 - Dec 2000
0.00%
0 out of 295
+6.54%
Jan 2000 - Dec 2016
+9.69% +21.14%
Jan 1985 - Dec 2001
0.00%
0 out of 283
+4.58%
Jan 2000 - Dec 2016
+7.57% +17.90%
Jan 1985 - Dec 2001
0.00%
0 out of 283
+7.13%
Feb 1999 - Jan 2017
+9.91% +19.84%
Jan 1985 - Dec 2002
0.00%
0 out of 271
+5.08%
Feb 1999 - Jan 2017
+7.86% +16.57%
Jan 1985 - Dec 2002
0.00%
0 out of 271
+6.93%
Jan 2000 - Dec 2018
+10.21% +19.67%
Jan 1985 - Dec 2003
0.00%
0 out of 259
+4.96%
Jan 2000 - Dec 2018
+8.19% +16.45%
Jan 1985 - Dec 2003
0.00%
0 out of 259
+7.07%
Apr 2000 - Mar 2020
+10.35% +18.71%
Jan 1985 - Dec 2004
0.00%
0 out of 247
+5.13%
Apr 2000 - Mar 2020
+8.33% +15.55%
Jan 1985 - Dec 2004
0.00%
0 out of 247
+6.55%
May 2000 - Apr 2025
+11.82% +15.13%
Jan 1985 - Dec 2009
0.00%
0 out of 187
+4.24%
May 2000 - Apr 2025
+9.81% +12.28%
Jan 1985 - Dec 2009
0.00%
0 out of 187
+9.24%
Jul 1995 - Jun 2025
+12.86% +16.05%
Jan 1985 - Dec 2014
0.00%
0 out of 127
+6.98%
Jul 1995 - Jun 2025
+10.77% +13.35%
Jan 1985 - Dec 2014
0.00%
0 out of 127
Build wealth
with Lazy Portfolios and Passive Investing