Invesco Preferred Shares EUR Hedged (PRFE): Rolling Returns

Time Period: from January 1992 to October 2024 (~33 years)
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When holding the Invesco Preferred Shares EUR Hedged (PRFE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~33 years), the longest duration with a negative return was 153 months (from June 1996 to February 2009).

This indicates that, within the same timeframe, any rolling period of 154 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 PREFERRED SHARES EUR HEDGED (PRFE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 November 1994 - 31 October 2024 (30 Years)
Time Period: 1 January 1992 - 31 October 2024 (~33 years)

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As of Oct 31, 2024, the annualized return of the previous 10 years has been 0.96%.

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 PREFERRED SHARES EUR HEDGED (PRFE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 November 1994 - 31 October 2024 (30 Years)
Time Period: 1 January 1992 - 31 October 2024 (~33 years)
Euro 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 PREFERRED SHARES EUR HEDGED (PRFE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1992 - 31 October 2024 (~33 years)
Euro Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-53.45%
Mar 2008 - Feb 2009
+5.44% +121.56%
Mar 2009 - Feb 2010
23.76%
91 out of 383
-54.00%
Mar 2008 - Feb 2009
+3.64% +119.69%
Mar 2009 - Feb 2010
30.29%
116 out of 383
-35.04%
Mar 2007 - Feb 2009
+5.84% +57.41%
Mar 2009 - Feb 2011
17.79%
66 out of 371
-36.45%
Mar 2007 - Feb 2009
+4.50% +54.88%
Mar 2009 - Feb 2011
26.95%
100 out of 371
-24.01%
Mar 2006 - Feb 2009
+5.37% +38.15%
Mar 2009 - Feb 2012
18.11%
65 out of 359
-25.57%
Mar 2006 - Feb 2009
+3.96% +35.44%
Mar 2009 - Feb 2012
20.89%
75 out of 359
-18.23%
Mar 2005 - Feb 2009
+5.35% +30.35%
Mar 2009 - Feb 2013
16.43%
57 out of 347
-19.95%
Mar 2005 - Feb 2009
+3.96% +27.84%
Mar 2009 - Feb 2013
23.63%
82 out of 347
-13.83%
Mar 2004 - Feb 2009
+5.96% +24.19%
Mar 2009 - Feb 2014
15.82%
53 out of 335
-15.63%
Mar 2004 - Feb 2009
+4.53% +22.10%
Mar 2009 - Feb 2014
22.09%
74 out of 335
-8.69%
Mar 2003 - Feb 2009
+5.79% +21.78%
Mar 2009 - Feb 2015
12.38%
40 out of 323
-10.52%
Mar 2003 - Feb 2009
+4.32% +20.12%
Mar 2009 - Feb 2015
20.43%
66 out of 323
-5.93%
Mar 2002 - Feb 2009
+5.30% +18.48%
Mar 2009 - Feb 2016
10.29%
32 out of 311
-7.86%
Mar 2002 - Feb 2009
+3.88% +17.12%
Mar 2009 - Feb 2016
16.40%
51 out of 311
-3.76%
Mar 2001 - Feb 2009
+5.04% +16.84%
Mar 2009 - Feb 2017
7.02%
21 out of 299
-5.78%
Mar 2001 - Feb 2009
+3.37% +15.39%
Mar 2009 - Feb 2017
13.71%
41 out of 299
-2.54%
Mar 2000 - Feb 2009
+5.06% +14.96%
Mar 2009 - Feb 2018
3.14%
9 out of 287
-4.57%
Mar 2000 - Feb 2009
+3.41% +13.54%
Mar 2009 - Feb 2018
12.54%
36 out of 287
-2.69%
Mar 1999 - Feb 2009
+5.09% +13.45%
Mar 2009 - Feb 2019
0.73%
2 out of 275
-4.69%
Mar 1999 - Feb 2009
+3.39% +12.05%
Mar 2009 - Feb 2019
12.36%
34 out of 275
-2.14%
Mar 1998 - Feb 2009
+5.10% +12.46%
Mar 2009 - Feb 2020
0.76%
2 out of 263
-4.05%
Mar 1998 - Feb 2009
+3.36% +11.07%
Mar 2009 - Feb 2020
11.03%
29 out of 263
-0.95%
Mar 1997 - Feb 2009
+5.29% +11.85%
Jan 1992 - Dec 2003
0.40%
1 out of 251
-2.81%
Mar 1997 - Feb 2009
+3.25% +10.27%
Mar 2009 - Feb 2021
9.56%
24 out of 251
+0.14%
Mar 1996 - Feb 2009
+5.26% +11.57%
Jan 1992 - Dec 2004
0.00%
0 out of 239
-1.73%
Mar 1996 - Feb 2009
+3.29% +9.15%
Jan 1992 - Dec 2004
4.18%
10 out of 239
+1.22%
Mar 1995 - Feb 2009
+5.42% +10.88%
Jan 1992 - Dec 2005
0.00%
0 out of 227
-0.72%
Mar 1995 - Feb 2009
+3.43% +8.47%
Jan 1992 - Dec 2005
0.44%
1 out of 227
+1.08%
Mar 1994 - Feb 2009
+5.59% +10.52%
Jan 1992 - Dec 2006
0.00%
0 out of 215
-0.89%
Mar 1994 - Feb 2009
+3.55% +8.15%
Jan 1992 - Dec 2006
0.47%
1 out of 215
+1.55%
Jan 2007 - Dec 2022
+5.48% +8.84%
Feb 1992 - Jan 2008
0.00%
0 out of 203
-0.46%
Jan 2007 - Dec 2022
+3.59% +6.50%
Feb 1992 - Jan 2008
5.91%
12 out of 203
+1.17%
Nov 2006 - Oct 2023
+5.68% +6.93%
Mar 1995 - Feb 2012
0.00%
0 out of 191
-0.93%
Nov 2006 - Oct 2023
+3.81% +4.88%
Mar 1995 - Feb 2012
9.42%
18 out of 191
+1.48%
Nov 2005 - Oct 2023
+5.63% +8.03%
Jan 1992 - Dec 2009
0.00%
0 out of 179
-0.60%
Nov 2005 - Oct 2023
+3.82% +5.77%
Jan 1992 - Dec 2009
6.70%
12 out of 179
+1.56%
Nov 2004 - Oct 2023
+5.52% +8.36%
Jan 1992 - Dec 2010
0.00%
0 out of 167
-0.54%
Nov 2004 - Oct 2023
+3.74% +6.08%
Jan 1992 - Dec 2010
6.59%
11 out of 167
+1.83%
Nov 2003 - Oct 2023
+5.51% +7.95%
Feb 1992 - Jan 2012
0.00%
0 out of 155
-0.29%
Nov 2003 - Oct 2023
+3.79% +5.71%
Feb 1992 - Jan 2012
1.29%
2 out of 155
+3.26%
Nov 1998 - Oct 2023
+5.59% +7.66%
Jan 1992 - Dec 2016
0.00%
0 out of 95
+1.13%
Nov 1998 - Oct 2023
+3.90% +5.64%
Jan 1992 - Dec 2016
0.00%
0 out of 95
+4.19%
Nov 1993 - Oct 2023
+4.88% +6.95%
Jan 1992 - Dec 2021
0.00%
0 out of 35
+2.06%
Nov 1993 - Oct 2023
+2.75% +4.98%
Jan 1992 - Dec 2021
0.00%
0 out of 35
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