iShares Core EUR Corporate Bond (EUN5.DE): Rolling Returns

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Period: July 1987 - January 2025 (~38 years)
Currency: EUR
Inflation: Eurozone
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When holding the iShares Core EUR Corporate Bond (EUN5.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~38 years), the longest duration with a negative return was 106 months (from December 2014 to September 2023).

This indicates that, within the same timeframe, any rolling period of 107 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.

ISHARES CORE EUR CORPORATE BOND (EUN5.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 July 1987 - 31 January 2025 (~38 years)

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As of Jan 31, 2025, the annualized return of the previous 10 years has been 0.89%.

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.

ISHARES CORE EUR CORPORATE BOND (EUN5.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 July 1987 - 31 January 2025 (~38 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.

ISHARES CORE EUR CORPORATE BOND (EUN5.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 July 1987 - 31 January 2025 (~38 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-15.07%
Oct 2021 - Sep 2022
+4.32% +19.96%
Apr 2009 - Mar 2010
20.91%
92 out of 440
-22.77%
Nov 2021 - Oct 2022
+2.32% +18.09%
Apr 2009 - Mar 2010
31.82%
140 out of 440
-7.52%
Nov 2020 - Oct 2022
+3.98% +13.37%
Aug 1995 - Jul 1997
11.92%
51 out of 428
-13.80%
Nov 2020 - Oct 2022
+2.11% +11.29%
Aug 1995 - Jul 1997
25.70%
110 out of 428
-4.84%
Oct 2019 - Sep 2022
+4.28% +12.75%
Apr 1995 - Mar 1998
12.50%
52 out of 416
-9.18%
Nov 2020 - Oct 2023
+2.07% +10.85%
Apr 1995 - Mar 1998
17.79%
74 out of 416
-2.90%
Oct 2019 - Sep 2023
+4.74% +10.97%
May 1995 - Apr 1999
11.14%
45 out of 404
-6.87%
Oct 2019 - Sep 2023
+2.51% +9.28%
May 1995 - Apr 1999
19.31%
78 out of 404
-2.05%
Nov 2017 - Oct 2022
+4.36% +8.98%
Aug 1992 - Jul 1997
9.95%
39 out of 392
-5.30%
Nov 2017 - Oct 2022
+2.49% +6.62%
Apr 1995 - Mar 2000
21.43%
84 out of 392
-1.45%
Oct 2016 - Sep 2022
+4.47% +8.67%
Sep 1992 - Aug 1998
6.32%
24 out of 380
-4.31%
Nov 2017 - Oct 2023
+2.31% +6.26%
Sep 1992 - Aug 1998
17.37%
66 out of 380
-0.81%
Oct 2016 - Sep 2023
+4.23% +8.71%
Oct 1990 - Sep 1997
4.89%
18 out of 368
-3.78%
Oct 2016 - Sep 2023
+2.46% +5.87%
May 1992 - Apr 1999
15.22%
56 out of 368
-0.47%
Mar 2015 - Feb 2023
+3.91% +8.63%
Mar 1990 - Feb 1998
2.53%
9 out of 356
-2.96%
Mar 2015 - Feb 2023
+2.36% +5.90%
Feb 1991 - Jan 1999
12.36%
44 out of 356
+0.09%
Oct 2014 - Sep 2023
+3.76% +8.30%
Mar 1990 - Feb 1999
0.00%
0 out of 344
-2.29%
Nov 2014 - Oct 2023
+2.40% +5.54%
Mar 1990 - Feb 1999
11.92%
41 out of 344
+0.75%
Nov 2013 - Oct 2023
+3.72% +7.58%
Aug 1987 - Jul 1997
0.00%
0 out of 332
-1.66%
Feb 2015 - Jan 2025
+2.26% +4.86%
Feb 1995 - Jan 2005
11.75%
39 out of 332
+1.05%
Nov 2012 - Oct 2023
+3.63% +7.64%
Jul 1987 - Jun 1998
0.00%
0 out of 320
-1.02%
Nov 2012 - Oct 2023
+1.91% +4.86%
Jul 1987 - Jun 1998
9.38%
30 out of 320
+1.53%
Nov 2010 - Oct 2022
+3.66% +7.29%
Jul 1987 - Jun 1999
0.00%
0 out of 308
-0.60%
Nov 2010 - Oct 2022
+1.93% +4.67%
Jul 1987 - Jun 1999
9.09%
28 out of 308
+1.66%
Oct 2010 - Sep 2023
+3.77% +6.89%
Oct 1990 - Sep 2003
0.00%
0 out of 296
-0.55%
Oct 2010 - Sep 2023
+1.90% +4.41%
Oct 1990 - Sep 2003
5.41%
16 out of 296
+2.07%
Nov 2009 - Oct 2023
+3.77% +6.75%
Mar 1990 - Feb 2004
0.00%
0 out of 284
-0.12%
Sep 2010 - Aug 2024
+1.90% +4.28%
Feb 1991 - Jan 2005
3.17%
9 out of 284
+1.80%
Nov 2007 - Oct 2022
+3.78% +6.69%
Oct 1990 - Sep 2005
0.00%
0 out of 272
-0.23%
Nov 2007 - Oct 2022
+1.97% +4.21%
Oct 1990 - Sep 2005
1.10%
3 out of 272
+1.67%
Nov 2006 - Oct 2022
+3.85% +6.59%
Jul 1987 - Jun 2003
0.00%
0 out of 260
-0.40%
Nov 2006 - Oct 2022
+1.96% +4.06%
Jul 1987 - Jun 2003
5.77%
15 out of 260
+1.54%
Oct 2005 - Sep 2022
+4.02% +6.43%
Sep 1987 - Aug 2004
0.00%
0 out of 248
-0.44%
Nov 2005 - Oct 2022
+2.10% +3.90%
Sep 1987 - Aug 2004
8.47%
21 out of 248
+1.63%
Oct 2005 - Sep 2023
+3.95% +6.46%
Jul 1987 - Jun 2005
0.00%
0 out of 236
-0.46%
Oct 2005 - Sep 2023
+2.07% +3.96%
Jul 1987 - Jun 2005
8.90%
21 out of 236
+1.85%
Nov 2004 - Oct 2023
+4.21% +6.03%
Sep 1987 - Aug 2006
0.00%
0 out of 224
-0.26%
Oct 2004 - Sep 2023
+2.27% +3.53%
Sep 1987 - Aug 2006
10.71%
24 out of 224
+2.00%
Oct 2003 - Sep 2023
+4.38% +5.75%
Jul 1987 - Jun 2007
0.00%
0 out of 212
-0.12%
Oct 2003 - Sep 2023
+2.29% +3.29%
Jul 1987 - Jun 2007
2.83%
6 out of 212
+2.44%
May 1999 - Apr 2024
+4.44% +5.39%
Mar 1990 - Feb 2015
0.00%
0 out of 152
+0.31%
May 1999 - Apr 2024
+2.59% +3.21%
Mar 1990 - Feb 2015
0.00%
0 out of 152
+3.17%
Nov 1993 - Oct 2023
+4.47% +5.05%
Sep 1987 - Aug 2017
0.00%
0 out of 92
+1.06%
Nov 1993 - Oct 2023
+2.50% +2.95%
Sep 1987 - Aug 2017
0.00%
0 out of 92
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