BMO Real Return Bond Index (ZRR.TO): Rolling Returns

Time Period: from July 2010 to October 2024 (~14 years)
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When holding the BMO Real Return Bond Index (ZRR.TO) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~14 years), the longest duration with a negative return was 137 months (from June 2012 to October 2023).

This indicates that, within the same timeframe, any rolling period of 138 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.

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 REAL RETURN BOND INDEX (ZRR.TO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 November 2014 - 31 October 2024 (10 Years)
Time Period: 1 July 2010 - 31 October 2024 (~14 years)
Canada 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.

BMO REAL RETURN BOND INDEX (ZRR.TO) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 July 2010 - 31 October 2024 (~14 years)
Canada Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-14.92%
Jan 2022 - Dec 2022
+1.61% +22.51%
Feb 2011 - Jan 2012
37.27%
60 out of 161
-19.97%
Jan 2022 - Dec 2022
-0.57% +19.57%
Feb 2011 - Jan 2012
51.55%
83 out of 161
-9.16%
Oct 2021 - Sep 2023
+1.85% +13.98%
Aug 2010 - Jul 2012
38.26%
57 out of 149
-13.75%
Oct 2021 - Sep 2023
+0.04% +11.75%
Aug 2010 - Jul 2012
49.66%
74 out of 149
-7.45%
Oct 2020 - Sep 2023
+1.78% +7.60%
Oct 2017 - Sep 2020
26.28%
36 out of 137
-11.86%
Oct 2020 - Sep 2023
+0.01% +5.98%
Oct 2017 - Sep 2020
49.64%
68 out of 137
-3.43%
Oct 2019 - Sep 2023
+2.32% +7.58%
Feb 2011 - Jan 2015
18.40%
23 out of 125
-7.03%
Oct 2019 - Sep 2023
+0.70% +6.15%
Feb 2011 - Jan 2015
37.60%
47 out of 125
-1.26%
Oct 2018 - Sep 2023
+2.29% +6.19%
Aug 2010 - Jul 2015
13.27%
15 out of 113
-4.56%
Oct 2018 - Sep 2023
+0.38% +4.38%
Aug 2010 - Jul 2015
46.02%
52 out of 113
-0.70%
Oct 2016 - Sep 2022
+1.61% +5.76%
Aug 2010 - Jul 2016
6.93%
7 out of 101
-3.67%
Nov 2017 - Oct 2023
+0.05% +4.04%
Aug 2010 - Jul 2016
49.50%
50 out of 101
-1.52%
Oct 2016 - Sep 2023
+1.79% +5.36%
Jan 2014 - Dec 2020
7.87%
7 out of 89
-4.40%
Oct 2016 - Sep 2023
+0.20% +3.68%
Jan 2014 - Dec 2020
46.07%
41 out of 89
-0.29%
Oct 2015 - Sep 2023
+2.30% +4.88%
Jan 2014 - Dec 2021
3.90%
3 out of 77
-3.00%
Oct 2015 - Sep 2023
+0.77% +2.81%
Jan 2014 - Dec 2021
41.56%
32 out of 77
-0.27%
Mar 2015 - Feb 2024
+2.14% +4.32%
Aug 2010 - Jul 2019
4.62%
3 out of 65
-2.85%
Mar 2015 - Feb 2024
+0.19% +2.54%
Feb 2011 - Jan 2020
47.69%
31 out of 65
+0.50%
Oct 2012 - Sep 2022
+1.52% +4.77%
Aug 2010 - Jul 2020
0.00%
0 out of 53
-1.73%
Oct 2012 - Sep 2022
-0.94% +3.10%
Aug 2010 - Jul 2020
62.26%
33 out of 53
-0.14%
Oct 2012 - Sep 2023
+1.43% +4.26%
Aug 2010 - Jul 2021
4.88%
2 out of 41
-2.49%
Oct 2012 - Sep 2023
-0.72% +2.41%
Aug 2010 - Jul 2021
73.17%
30 out of 41
+0.56%
Jun 2012 - May 2024
+1.17% +3.22%
Aug 2010 - Jul 2022
0.00%
0 out of 29
-1.75%
Jun 2012 - May 2024
-1.14% +0.92%
Aug 2010 - Jul 2022
82.76%
24 out of 29
+1.42%
Nov 2010 - Oct 2023
+1.84% +2.40%
Jul 2010 - Jun 2023
0.00%
0 out of 17
-0.90%
Nov 2010 - Oct 2023
-0.50% +0.04%
Jul 2010 - Jun 2023
94.12%
16 out of 17
+2.23%
Nov 2010 - Oct 2024
+2.34% +2.64%
Aug 2010 - Jul 2024
0.00%
0 out of 5
-0.06%
Nov 2010 - Oct 2024
-0.02% +0.26%
Aug 2010 - Jul 2024
80.00%
4 out of 5
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