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

Simulation Settings
Category:
Period: July 1987 - June 2025 (~38 years)
Initial Amount: 1€
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 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 July 1987 - 30 June 2025 (~38 years)
30 Years
(1995/07 - 2025/06)
All Data
(1987/07 - 2025/06)

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As of Jun 30, 2025, the annualized return of the previous 10 years has been 1.28%.

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 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 July 1987 - 30 June 2025 (~38 years)
30 Years
(1995/07 - 2025/06)
All Data
(1987/07 - 2025/06)
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 - 30 June 2025 (~38 years)
Over Time
Histogram
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-15.07%
Oct 2021 - Sep 2022
+4.38% +19.96%
Apr 2009 - Mar 2010
20.67%
92 out of 445
-22.77%
Nov 2021 - Oct 2022
+2.43% +18.09%
Apr 2009 - Mar 2010
31.46%
140 out of 445
-7.52%
Nov 2020 - Oct 2022
+4.05% +13.37%
Aug 1995 - Jul 1997
11.78%
51 out of 433
-13.80%
Nov 2020 - Oct 2022
+2.14% +11.29%
Aug 1995 - Jul 1997
25.40%
110 out of 433
-4.84%
Oct 2019 - Sep 2022
+4.27% +12.75%
Apr 1995 - Mar 1998
12.35%
52 out of 421
-9.18%
Nov 2020 - Oct 2023
+2.05% +10.85%
Apr 1995 - Mar 1998
18.53%
78 out of 421
-2.90%
Oct 2019 - Sep 2023
+4.73% +10.97%
May 1995 - Apr 1999
12.22%
50 out of 409
-6.87%
Oct 2019 - Sep 2023
+2.49% +9.28%
May 1995 - Apr 1999
20.29%
83 out of 409
-2.05%
Nov 2017 - Oct 2022
+4.32% +8.98%
Aug 1992 - Jul 1997
10.08%
40 out of 397
-5.30%
Nov 2017 - Oct 2022
+2.41% +6.62%
Apr 1995 - Mar 2000
22.42%
89 out of 397
-1.45%
Oct 2016 - Sep 2022
+4.43% +8.67%
Sep 1992 - Aug 1998
6.23%
24 out of 385
-4.31%
Nov 2017 - Oct 2023
+2.29% +6.26%
Sep 1992 - Aug 1998
18.44%
71 out of 385
-0.81%
Oct 2016 - Sep 2023
+4.21% +8.71%
Oct 1990 - Sep 1997
4.83%
18 out of 373
-3.78%
Oct 2016 - Sep 2023
+2.43% +5.87%
May 1992 - Apr 1999
16.35%
61 out of 373
-0.47%
Mar 2015 - Feb 2023
+3.87% +8.63%
Mar 1990 - Feb 1998
2.49%
9 out of 361
-2.96%
Mar 2015 - Feb 2023
+2.35% +5.90%
Feb 1991 - Jan 1999
13.57%
49 out of 361
+0.09%
Oct 2014 - Sep 2023
+3.75% +8.30%
Mar 1990 - Feb 1999
0.00%
0 out of 349
-2.29%
Nov 2014 - Oct 2023
+2.40% +5.54%
Mar 1990 - Feb 1999
13.18%
46 out of 349
+0.75%
Nov 2013 - Oct 2023
+3.69% +7.58%
Aug 1987 - Jul 1997
0.00%
0 out of 337
-1.65%
Apr 2015 - Mar 2025
+2.21% +4.86%
Feb 1995 - Jan 2005
13.06%
44 out of 337
+1.05%
Nov 2012 - Oct 2023
+3.62% +7.64%
Jul 1987 - Jun 1998
0.00%
0 out of 325
-1.02%
Nov 2012 - Oct 2023
+1.90% +4.86%
Jul 1987 - Jun 1998
10.77%
35 out of 325
+1.53%
Nov 2010 - Oct 2022
+3.64% +7.29%
Jul 1987 - Jun 1999
0.00%
0 out of 313
-0.60%
May 2013 - Apr 2025
+1.91% +4.67%
Jul 1987 - Jun 1999
10.54%
33 out of 313
+1.66%
Oct 2010 - Sep 2023
+3.76% +6.89%
Oct 1990 - Sep 2003
0.00%
0 out of 301
-0.55%
Oct 2010 - Sep 2023
+1.90% +4.41%
Oct 1990 - Sep 2003
5.65%
17 out of 301
+2.07%
Nov 2009 - Oct 2023
+3.75% +6.75%
Mar 1990 - Feb 2004
0.00%
0 out of 289
-0.12%
Sep 2010 - Aug 2024
+1.87% +4.28%
Feb 1991 - Jan 2005
3.11%
9 out of 289
+1.80%
Nov 2007 - Oct 2022
+3.77% +6.69%
Oct 1990 - Sep 2005
0.00%
0 out of 277
-0.23%
Nov 2007 - Oct 2022
+1.95% +4.21%
Oct 1990 - Sep 2005
1.08%
3 out of 277
+1.67%
Nov 2006 - Oct 2022
+3.84% +6.59%
Jul 1987 - Jun 2003
0.00%
0 out of 265
-0.40%
Nov 2006 - Oct 2022
+1.95% +4.06%
Jul 1987 - Jun 2003
5.66%
15 out of 265
+1.54%
Oct 2005 - Sep 2022
+3.95% +6.43%
Sep 1987 - Aug 2004
0.00%
0 out of 253
-0.44%
Nov 2005 - Oct 2022
+2.09% +3.90%
Sep 1987 - Aug 2004
8.30%
21 out of 253
+1.63%
Oct 2005 - Sep 2023
+3.90% +6.46%
Jul 1987 - Jun 2005
0.00%
0 out of 241
-0.46%
Oct 2005 - Sep 2023
+2.06% +3.96%
Jul 1987 - Jun 2005
8.71%
21 out of 241
+1.85%
Nov 2004 - Oct 2023
+4.12% +6.03%
Sep 1987 - Aug 2006
0.00%
0 out of 229
-0.26%
Oct 2004 - Sep 2023
+2.26% +3.53%
Sep 1987 - Aug 2006
10.48%
24 out of 229
+2.00%
Oct 2003 - Sep 2023
+4.36% +5.75%
Jul 1987 - Jun 2007
0.00%
0 out of 217
-0.12%
Oct 2003 - Sep 2023
+2.27% +3.29%
Jul 1987 - Jun 2007
3.23%
7 out of 217
+2.44%
May 1999 - Apr 2024
+4.43% +5.39%
Mar 1990 - Feb 2015
0.00%
0 out of 157
+0.31%
May 1999 - Apr 2024
+2.58% +3.21%
Mar 1990 - Feb 2015
0.00%
0 out of 157
+3.17%
Nov 1993 - Oct 2023
+4.42% +5.05%
Sep 1987 - Aug 2017
0.00%
0 out of 97
+1.06%
Nov 1993 - Oct 2023
+2.46% +2.95%
Sep 1987 - Aug 2017
0.00%
0 out of 97
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