When holding the BMO Mid Federal Bond (ZFM.TO) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~15 years), the longest duration with a negative return was 111 months (from February 2015 to April 2024).
This indicates that, within the same timeframe, any rolling period of 112 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.
BMO Mid Federal Bond (ZFM.TO) 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 |
---|---|---|---|
-12.03%
Sep 2021 - Aug 2022 |
+2.86% |
+12.93%
Feb 2011 - Jan 2012 |
37.65%
64 out of 170 |
-18.37%
Jul 2021 - Jun 2022 |
+1.17% |
+10.99%
Oct 2023 - Sep 2024 |
44.12%
75 out of 170 |
-7.94%
Jul 2020 - Jun 2022 |
+2.18% |
+8.59%
Jun 2010 - May 2012 |
26.58%
42 out of 158 |
-12.80%
Jul 2020 - Jun 2022 |
+0.52% |
+6.96%
Aug 2018 - Jul 2020 |
44.30%
70 out of 158 |
-6.25%
Oct 2020 - Sep 2023 |
+2.73% |
+5.98%
Sep 2013 - Aug 2016 |
28.08%
41 out of 146 |
-10.72%
Oct 2020 - Sep 2023 |
+0.78% |
+4.42%
Sep 2013 - Aug 2016 |
44.52%
65 out of 146 |
-3.53%
May 2020 - Apr 2024 |
+1.94% |
+6.30%
Feb 2011 - Jan 2015 |
25.37%
34 out of 134 |
-7.51%
May 2020 - Apr 2024 |
+0.19% |
+4.88%
Feb 2011 - Jan 2015 |
45.52%
61 out of 134 |
-1.22%
Jun 2020 - May 2025 |
+1.86% |
+5.41%
Mar 2011 - Feb 2016 |
26.23%
32 out of 122 |
-4.87%
Jun 2020 - May 2025 |
+0.18% |
+3.91%
Apr 2011 - Mar 2016 |
45.08%
55 out of 122 |
-1.16%
Jul 2016 - Jun 2022 |
+1.69% |
+5.13%
Jul 2010 - Jun 2016 |
16.36%
18 out of 110 |
-3.92%
Nov 2017 - Oct 2023 |
+0.00% |
+3.30%
Jul 2010 - Jun 2016 |
49.09%
54 out of 110 |
-1.39%
Oct 2016 - Sep 2023 |
+2.08% |
+4.46%
Jun 2010 - May 2017 |
19.39%
19 out of 98 |
-4.27%
Oct 2016 - Sep 2023 |
+0.50% |
+2.75%
Jun 2010 - May 2017 |
44.90%
44 out of 98 |
-0.62%
Oct 2015 - Sep 2023 |
+2.10% |
+3.66%
Apr 2011 - Mar 2019 |
13.95%
12 out of 86 |
-3.33%
Oct 2015 - Sep 2023 |
+0.32% |
+2.04%
Apr 2011 - Mar 2019 |
47.67%
41 out of 86 |
+0.07%
Mar 2015 - Feb 2024 |
+1.29% |
+4.15%
May 2011 - Apr 2020 |
0.00%
0 out of 74 |
-2.56%
May 2015 - Apr 2024 |
-1.14% |
+2.72%
May 2011 - Apr 2020 |
55.41%
41 out of 74 |
+0.61%
Nov 2013 - Oct 2023 |
+1.12% |
+4.17%
Jun 2010 - May 2020 |
0.00%
0 out of 62 |
-1.91%
Nov 2013 - Oct 2023 |
-1.35% |
+2.54%
Jun 2010 - May 2020 |
64.52%
40 out of 62 |
+0.42%
Oct 2012 - Sep 2023 |
+1.43% |
+3.35%
Jun 2010 - May 2021 |
0.00%
0 out of 50 |
-1.94%
Oct 2012 - Sep 2023 |
-0.90% |
+1.56%
Jun 2010 - May 2021 |
76.00%
38 out of 50 |
+0.78%
Oct 2011 - Sep 2023 |
+1.43% |
+2.24%
Jun 2010 - May 2022 |
0.00%
0 out of 38 |
-1.49%
Oct 2011 - Sep 2023 |
-0.92% |
-0.01%
Jun 2010 - May 2022 |
100.00%
38 out of 38 |
+1.30%
Nov 2010 - Oct 2023 |
+1.66% |
+2.10%
Jun 2010 - May 2023 |
0.00%
0 out of 26 |
-1.01%
Nov 2010 - Oct 2023 |
-0.59% |
-0.22%
Jan 2011 - Dec 2023 |
100.00%
26 out of 26 |
+1.93%
Nov 2010 - Oct 2024 |
+2.10% |
+2.37%
Mar 2011 - Feb 2025 |
0.00%
0 out of 14 |
-0.40%
Sep 2010 - Aug 2024 |
-0.20% |
+0.08%
Apr 2011 - Mar 2025 |
71.43%
10 out of 14 |
+2.26%
Jul 2010 - Jun 2025 |
+2.26% |
+2.34%
Jun 2010 - May 2025 |
0.00%
0 out of 2 |
-0.07%
Jul 2010 - Jun 2025 |
-0.07% |
+0.01%
Jun 2010 - May 2025 |
50.00%
1 out of 2 |
BMO Mid Federal Bond (ZFM.TO) ETF: Historical Returns