Invesco MSCI World Equal Weight (MWEQ.DE): Rolling Returns

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Period: July 1994 - May 2025 (~31 years)
Currency: EUR
Inflation: Eurozone
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When holding the Invesco MSCI World Equal Weight (MWEQ.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~31 years), the longest duration with a negative return was 139 months (from August 1997 to February 2009).

This indicates that, within the same timeframe, any rolling period of 140 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.

INVESCO MSCI WORLD EQUAL WEIGHT (MWEQ.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 July 1994 - 31 May 2025 (~31 years)

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As of May 31, 2025, the annualized return of the previous 10 years has been 6.52%.

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.

INVESCO MSCI WORLD EQUAL WEIGHT (MWEQ.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 July 1994 - 31 May 2025 (~31 years)
Eurozone 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.

INVESCO MSCI WORLD EQUAL WEIGHT (MWEQ.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 July 1994 - 31 May 2025 (~31 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-39.84%
Nov 2007 - Oct 2008
+11.02% +64.44%
Apr 2009 - Mar 2010
26.67%
96 out of 360
-41.69%
Nov 2007 - Oct 2008
+8.80% +61.88%
Apr 2009 - Mar 2010
29.72%
107 out of 360
-28.69%
Mar 2007 - Feb 2009
+9.74% +39.80%
Mar 2009 - Feb 2011
19.25%
67 out of 348
-30.23%
Mar 2007 - Feb 2009
+7.72% +37.55%
Mar 2009 - Feb 2011
24.14%
84 out of 348
-18.51%
Mar 2006 - Feb 2009
+9.63% +29.87%
Apr 2003 - Mar 2006
16.96%
57 out of 336
-20.18%
Mar 2006 - Feb 2009
+7.66% +27.31%
Apr 2003 - Mar 2006
21.43%
72 out of 336
-7.96%
Mar 2005 - Feb 2009
+8.26% +23.62%
Apr 2003 - Mar 2007
20.06%
65 out of 324
-9.90%
Mar 2005 - Feb 2009
+6.02% +21.20%
Apr 2003 - Mar 2007
22.22%
72 out of 324
-4.16%
Apr 2004 - Mar 2009
+7.95% +20.15%
Mar 2009 - Feb 2014
8.65%
27 out of 312
-6.16%
Mar 2004 - Feb 2009
+5.54% +18.13%
Mar 2009 - Feb 2014
23.08%
72 out of 312
-0.65%
Apr 1997 - Mar 2003
+6.56% +21.83%
Mar 2009 - Feb 2015
1.33%
4 out of 300
-2.46%
Apr 1997 - Mar 2003
+4.04% +20.17%
Mar 2009 - Feb 2015
10.00%
30 out of 300
-3.78%
Apr 2002 - Mar 2009
+6.80% +16.77%
Mar 2009 - Feb 2016
2.43%
7 out of 288
-5.74%
Apr 2002 - Mar 2009
+4.37% +15.44%
Mar 2009 - Feb 2016
5.56%
16 out of 288
-3.92%
Mar 2001 - Feb 2009
+6.96% +17.83%
Mar 2009 - Feb 2017
3.99%
11 out of 276
-5.94%
Mar 2001 - Feb 2009
+4.75% +16.36%
Mar 2009 - Feb 2017
6.52%
18 out of 276
-2.99%
Apr 2000 - Mar 2009
+7.45% +15.95%
Mar 2009 - Feb 2018
4.92%
13 out of 264
-5.01%
Apr 2000 - Mar 2009
+5.24% +14.52%
Mar 2009 - Feb 2018
7.58%
20 out of 264
-0.06%
Apr 1999 - Mar 2009
+8.03% +14.73%
Mar 2009 - Feb 2019
0.40%
1 out of 252
-2.13%
Apr 1999 - Mar 2009
+5.90% +13.31%
Mar 2009 - Feb 2019
7.14%
18 out of 252
-0.12%
Mar 1998 - Feb 2009
+8.41% +13.61%
Mar 2009 - Feb 2020
0.83%
2 out of 240
-2.07%
Apr 1998 - Mar 2009
+6.47% +12.21%
Mar 2009 - Feb 2020
3.75%
9 out of 240
+0.95%
Mar 1997 - Feb 2009
+7.65% +13.96%
Apr 2009 - Mar 2021
0.00%
0 out of 228
-0.94%
Mar 1997 - Feb 2009
+5.98% +12.54%
Apr 2009 - Mar 2021
0.88%
2 out of 228
+2.21%
Mar 1996 - Feb 2009
+7.19% +13.67%
Mar 2009 - Feb 2022
0.00%
0 out of 216
+0.30%
Mar 1996 - Feb 2009
+5.46% +11.91%
Mar 2009 - Feb 2022
0.00%
0 out of 216
+3.38%
Mar 1995 - Feb 2009
+6.50% +12.51%
Mar 2009 - Feb 2023
0.00%
0 out of 204
+1.40%
Mar 1995 - Feb 2009
+4.87% +10.25%
Mar 2009 - Feb 2023
0.00%
0 out of 204
+4.40%
Jul 1994 - Jun 2009
+6.72% +12.36%
Apr 2009 - Mar 2024
0.00%
0 out of 192
+2.36%
Jul 1994 - Jun 2009
+4.89% +10.05%
Mar 2009 - Feb 2024
0.00%
0 out of 192
+5.02%
Sep 2000 - Aug 2016
+6.84% +12.58%
Mar 2009 - Feb 2025
0.00%
0 out of 180
+3.15%
Jul 1997 - Jun 2013
+4.89% +10.26%
Mar 2009 - Feb 2025
0.00%
0 out of 180
+5.30%
Sep 2000 - Aug 2017
+6.68% +9.96%
Feb 2003 - Jan 2020
0.00%
0 out of 168
+3.42%
Oct 1994 - Sep 2011
+4.66% +8.28%
Feb 2003 - Jan 2020
0.00%
0 out of 168
+5.22%
Apr 2002 - Mar 2020
+7.08% +10.30%
Apr 2003 - Mar 2021
0.00%
0 out of 156
+3.50%
Nov 2000 - Oct 2018
+4.98% +8.65%
Apr 2003 - Mar 2021
0.00%
0 out of 156
+5.01%
Apr 2001 - Mar 2020
+7.38% +10.19%
Apr 2003 - Mar 2022
0.00%
0 out of 144
+3.33%
Apr 2001 - Mar 2020
+5.37% +8.22%
Apr 2003 - Mar 2022
0.00%
0 out of 144
+4.67%
Apr 2000 - Mar 2020
+7.44% +9.38%
Apr 2003 - Mar 2023
0.00%
0 out of 132
+2.97%
Apr 2000 - Mar 2020
+5.60% +7.16%
Apr 2003 - Mar 2023
0.00%
0 out of 132
+6.07%
May 2000 - Apr 2025
+7.35% +8.18%
Feb 1995 - Jan 2020
0.00%
0 out of 72
+3.84%
May 2000 - Apr 2025
+5.27% +6.43%
Feb 1995 - Jan 2020
0.00%
0 out of 72
+7.55%
Jul 1994 - Jun 2024
+7.85% +8.23%
Feb 1995 - Jan 2025
0.00%
0 out of 12
+5.37%
Jul 1994 - Jun 2024
+5.69% +6.08%
Feb 1995 - Jan 2025
0.00%
0 out of 12
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