Consolidated Returns as of 30 June 2024
Holding the Invesco Preferred Shares EUR Hedged (PRFE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~33 years), the longest period with a negative return lasted 153 months (from June 1996 to February 2009).
This means that every rolling period of 154 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Invesco Preferred Shares EUR Hedged (PRFE) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
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The annualized return of the last 10 years has been 0.52% (updated at Jun 30, 2024).
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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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.39% |
+121.56%
Mar 2009 - Feb 2010 |
-53.45%
Mar 2008 - Feb 2009 |
24.01%
91 out of 379 |
Euro Inflation Adjusted | +3.63% |
+119.69%
Mar 2009 - Feb 2010 |
-54.00%
Mar 2008 - Feb 2009 |
30.61%
116 out of 379 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.91% |
+57.41%
Mar 2009 - Feb 2011 |
-35.04%
Mar 2007 - Feb 2009 |
17.71%
65 out of 367 |
Euro Inflation Adjusted | +4.55% |
+54.88%
Mar 2009 - Feb 2011 |
-36.45%
Mar 2007 - Feb 2009 |
26.70%
98 out of 367 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.39% |
+38.15%
Mar 2009 - Feb 2012 |
-24.01%
Mar 2006 - Feb 2009 |
17.18%
61 out of 355 |
Euro Inflation Adjusted | +3.99% |
+35.44%
Mar 2009 - Feb 2012 |
-25.57%
Mar 2006 - Feb 2009 |
20.00%
71 out of 355 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.38% |
+30.35%
Mar 2009 - Feb 2013 |
-18.23%
Mar 2005 - Feb 2009 |
15.45%
53 out of 343 |
Euro Inflation Adjusted | +4.11% |
+27.84%
Mar 2009 - Feb 2013 |
-19.95%
Mar 2005 - Feb 2009 |
22.74%
78 out of 343 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.02% |
+24.19%
Mar 2009 - Feb 2014 |
-13.83%
Mar 2004 - Feb 2009 |
14.80%
49 out of 331 |
Euro Inflation Adjusted | +4.60% |
+22.10%
Mar 2009 - Feb 2014 |
-15.63%
Mar 2004 - Feb 2009 |
21.15%
70 out of 331 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.81% |
+21.78%
Mar 2009 - Feb 2015 |
-8.69%
Mar 2003 - Feb 2009 |
11.91%
38 out of 319 |
Euro Inflation Adjusted | +4.42% |
+20.12%
Mar 2009 - Feb 2015 |
-10.52%
Mar 2003 - Feb 2009 |
19.44%
62 out of 319 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.48% |
+18.48%
Mar 2009 - Feb 2016 |
-5.93%
Mar 2002 - Feb 2009 |
9.12%
28 out of 307 |
Euro Inflation Adjusted | +4.02% |
+17.12%
Mar 2009 - Feb 2016 |
-7.86%
Mar 2002 - Feb 2009 |
15.31%
47 out of 307 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.13% |
+16.84%
Mar 2009 - Feb 2017 |
-3.76%
Mar 2001 - Feb 2009 |
6.44%
19 out of 295 |
Euro Inflation Adjusted | +3.38% |
+15.39%
Mar 2009 - Feb 2017 |
-5.78%
Mar 2001 - Feb 2009 |
12.54%
37 out of 295 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.13% |
+14.96%
Mar 2009 - Feb 2018 |
-2.54%
Mar 2000 - Feb 2009 |
3.18%
9 out of 283 |
Euro Inflation Adjusted | +3.42% |
+13.54%
Mar 2009 - Feb 2018 |
-4.57%
Mar 2000 - Feb 2009 |
11.31%
32 out of 283 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.17% |
+13.45%
Mar 2009 - Feb 2019 |
-2.69%
Mar 1999 - Feb 2009 |
0.74%
2 out of 271 |
Euro Inflation Adjusted | +3.43% |
+12.05%
Mar 2009 - Feb 2019 |
-4.69%
Mar 1999 - Feb 2009 |
11.07%
30 out of 271 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.24% |
+12.46%
Mar 2009 - Feb 2020 |
-2.14%
Mar 1998 - Feb 2009 |
0.77%
2 out of 259 |
Euro Inflation Adjusted | +3.41% |
+11.07%
Mar 2009 - Feb 2020 |
-4.05%
Mar 1998 - Feb 2009 |
9.65%
25 out of 259 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.31% |
+11.85%
Jan 1992 - Dec 2003 |
-0.95%
Mar 1997 - Feb 2009 |
0.40%
1 out of 247 |
Euro Inflation Adjusted | +3.27% |
+10.27%
Mar 2009 - Feb 2021 |
-2.81%
Mar 1997 - Feb 2009 |
8.10%
20 out of 247 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.28% |
+11.57%
Jan 1992 - Dec 2004 |
+0.14%
Mar 1996 - Feb 2009 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +3.33% |
+9.15%
Jan 1992 - Dec 2004 |
-1.73%
Mar 1996 - Feb 2009 |
3.83%
9 out of 235 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.51% |
+10.88%
Jan 1992 - Dec 2005 |
+1.22%
Mar 1995 - Feb 2009 |
0.00%
0 out of 223 |
Euro Inflation Adjusted | +3.47% |
+8.47%
Jan 1992 - Dec 2005 |
-0.72%
Mar 1995 - Feb 2009 |
0.45%
1 out of 223 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.61% |
+10.52%
Jan 1992 - Dec 2006 |
+1.08%
Mar 1994 - Feb 2009 |
0.00%
0 out of 211 |
Euro Inflation Adjusted | +3.55% |
+8.15%
Jan 1992 - Dec 2006 |
-0.89%
Mar 1994 - Feb 2009 |
0.47%
1 out of 211 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.48% |
+8.84%
Feb 1992 - Jan 2008 |
+1.55%
Jan 2007 - Dec 2022 |
0.00%
0 out of 199 |
Euro Inflation Adjusted | +3.59% |
+6.50%
Feb 1992 - Jan 2008 |
-0.46%
Jan 2007 - Dec 2022 |
6.03%
12 out of 199 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.68% |
+6.93%
Mar 1995 - Feb 2012 |
+1.17%
Nov 2006 - Oct 2023 |
0.00%
0 out of 187 |
Euro Inflation Adjusted | +3.81% |
+4.88%
Mar 1995 - Feb 2012 |
-0.93%
Nov 2006 - Oct 2023 |
9.63%
18 out of 187 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.65% |
+8.03%
Jan 1992 - Dec 2009 |
+1.48%
Nov 2005 - Oct 2023 |
0.00%
0 out of 175 |
Euro Inflation Adjusted | +3.83% |
+5.77%
Jan 1992 - Dec 2009 |
-0.60%
Nov 2005 - Oct 2023 |
6.86%
12 out of 175 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.54% |
+8.36%
Jan 1992 - Dec 2010 |
+1.56%
Nov 2004 - Oct 2023 |
0.00%
0 out of 163 |
Euro Inflation Adjusted | +3.77% |
+6.08%
Jan 1992 - Dec 2010 |
-0.54%
Nov 2004 - Oct 2023 |
6.13%
10 out of 163 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.55% |
+7.95%
Feb 1992 - Jan 2012 |
+1.83%
Nov 2003 - Oct 2023 |
0.00%
0 out of 151 |
Euro Inflation Adjusted | +3.80% |
+5.71%
Feb 1992 - Jan 2012 |
-0.29%
Nov 2003 - Oct 2023 |
1.32%
2 out of 151 |
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To obtain comprehensive information, please consult the Invesco Preferred Shares EUR Hedged (PRFE) ETF: Historical Returns page.