Consolidated Returns as of 30 June 2024
Holding the iShares Core EUR Corporate Bond (EUN5.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~37 years), the longest period with a negative return lasted 106 months (from December 2014 to September 2023).
This means that every rolling period of 107 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core EUR Corporate Bond (EUN5.DE) 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 0.86% (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 | +4.30% |
+19.96%
Apr 2009 - Mar 2010 |
-15.07%
Oct 2021 - Sep 2022 |
21.25%
92 out of 433 |
Euro Inflation Adjusted | +2.30% |
+18.09%
Apr 2009 - Mar 2010 |
-22.77%
Nov 2021 - Oct 2022 |
32.33%
140 out of 433 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.94% |
+13.37%
Aug 1995 - Jul 1997 |
-7.52%
Nov 2020 - Oct 2022 |
12.11%
51 out of 421 |
Euro Inflation Adjusted | +2.06% |
+11.29%
Aug 1995 - Jul 1997 |
-13.80%
Nov 2020 - Oct 2022 |
25.89%
109 out of 421 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.36% |
+12.75%
Apr 1995 - Mar 1998 |
-4.84%
Oct 2019 - Sep 2022 |
11.00%
45 out of 409 |
Euro Inflation Adjusted | +2.15% |
+10.85%
Apr 1995 - Mar 1998 |
-9.18%
Nov 2020 - Oct 2023 |
16.38%
67 out of 409 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.80% |
+10.97%
May 1995 - Apr 1999 |
-2.90%
Oct 2019 - Sep 2023 |
9.57%
38 out of 397 |
Euro Inflation Adjusted | +2.64% |
+9.28%
May 1995 - Apr 1999 |
-6.87%
Oct 2019 - Sep 2023 |
17.88%
71 out of 397 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.38% |
+8.98%
Aug 1992 - Jul 1997 |
-2.05%
Nov 2017 - Oct 2022 |
8.31%
32 out of 385 |
Euro Inflation Adjusted | +2.52% |
+6.62%
Apr 1995 - Mar 2000 |
-5.30%
Nov 2017 - Oct 2022 |
20.00%
77 out of 385 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.50% |
+8.67%
Sep 1992 - Aug 1998 |
-1.45%
Oct 2016 - Sep 2022 |
6.43%
24 out of 373 |
Euro Inflation Adjusted | +2.34% |
+6.26%
Sep 1992 - Aug 1998 |
-4.31%
Nov 2017 - Oct 2023 |
15.82%
59 out of 373 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.26% |
+8.71%
Oct 1990 - Sep 1997 |
-0.81%
Oct 2016 - Sep 2023 |
4.99%
18 out of 361 |
Euro Inflation Adjusted | +2.55% |
+5.87%
May 1992 - Apr 1999 |
-3.78%
Oct 2016 - Sep 2023 |
13.57%
49 out of 361 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.95% |
+8.63%
Mar 1990 - Feb 1998 |
-0.47%
Mar 2015 - Feb 2023 |
2.58%
9 out of 349 |
Euro Inflation Adjusted | +2.44% |
+5.90%
Feb 1991 - Jan 1999 |
-2.96%
Mar 2015 - Feb 2023 |
10.60%
37 out of 349 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.84% |
+8.30%
Mar 1990 - Feb 1999 |
+0.09%
Oct 2014 - Sep 2023 |
0.00%
0 out of 337 |
Euro Inflation Adjusted | +2.42% |
+5.54%
Mar 1990 - Feb 1999 |
-2.29%
Nov 2014 - Oct 2023 |
10.09%
34 out of 337 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.74% |
+7.58%
Aug 1987 - Jul 1997 |
+0.75%
Nov 2013 - Oct 2023 |
0.00%
0 out of 325 |
Euro Inflation Adjusted | +2.32% |
+4.86%
Feb 1995 - Jan 2005 |
-1.46%
Jun 2014 - May 2024 |
9.85%
32 out of 325 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.70% |
+7.64%
Jul 1987 - Jun 1998 |
+1.05%
Nov 2012 - Oct 2023 |
0.00%
0 out of 313 |
Euro Inflation Adjusted | +1.92% |
+4.86%
Jul 1987 - Jun 1998 |
-1.02%
Nov 2012 - Oct 2023 |
7.35%
23 out of 313 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.71% |
+7.29%
Jul 1987 - Jun 1999 |
+1.53%
Nov 2010 - Oct 2022 |
0.00%
0 out of 301 |
Euro Inflation Adjusted | +1.98% |
+4.67%
Jul 1987 - Jun 1999 |
-0.60%
Nov 2010 - Oct 2022 |
6.98%
21 out of 301 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.81% |
+6.89%
Oct 1990 - Sep 2003 |
+1.66%
Oct 2010 - Sep 2023 |
0.00%
0 out of 289 |
Euro Inflation Adjusted | +1.92% |
+4.41%
Oct 1990 - Sep 2003 |
-0.55%
Oct 2010 - Sep 2023 |
5.54%
16 out of 289 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.85% |
+6.75%
Mar 1990 - Feb 2004 |
+2.07%
Nov 2009 - Oct 2023 |
0.00%
0 out of 277 |
Euro Inflation Adjusted | +1.95% |
+4.28%
Feb 1991 - Jan 2005 |
-0.11%
Nov 2009 - Oct 2023 |
2.17%
6 out of 277 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.81% |
+6.69%
Oct 1990 - Sep 2005 |
+1.80%
Nov 2007 - Oct 2022 |
0.00%
0 out of 265 |
Euro Inflation Adjusted | +1.98% |
+4.21%
Oct 1990 - Sep 2005 |
-0.23%
Nov 2007 - Oct 2022 |
1.13%
3 out of 265 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.90% |
+6.59%
Jul 1987 - Jun 2003 |
+1.67%
Nov 2006 - Oct 2022 |
0.00%
0 out of 253 |
Euro Inflation Adjusted | +1.99% |
+4.06%
Jul 1987 - Jun 2003 |
-0.40%
Nov 2006 - Oct 2022 |
5.93%
15 out of 253 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.09% |
+6.43%
Sep 1987 - Aug 2004 |
+1.54%
Oct 2005 - Sep 2022 |
0.00%
0 out of 241 |
Euro Inflation Adjusted | +2.14% |
+3.90%
Sep 1987 - Aug 2004 |
-0.44%
Nov 2005 - Oct 2022 |
8.71%
21 out of 241 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.11% |
+6.46%
Jul 1987 - Jun 2005 |
+1.63%
Oct 2005 - Sep 2023 |
0.00%
0 out of 229 |
Euro Inflation Adjusted | +2.11% |
+3.96%
Jul 1987 - Jun 2005 |
-0.46%
Oct 2005 - Sep 2023 |
9.17%
21 out of 229 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.38% |
+6.03%
Sep 1987 - Aug 2006 |
+1.85%
Nov 2004 - Oct 2023 |
0.00%
0 out of 217 |
Euro Inflation Adjusted | +2.30% |
+3.53%
Sep 1987 - Aug 2006 |
-0.26%
Oct 2004 - Sep 2023 |
9.22%
20 out of 217 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.41% |
+5.75%
Jul 1987 - Jun 2007 |
+2.00%
Oct 2003 - Sep 2023 |
0.00%
0 out of 205 |
Euro Inflation Adjusted | +2.34% |
+3.29%
Jul 1987 - Jun 2007 |
-0.12%
Oct 2003 - Sep 2023 |
2.93%
6 out of 205 |
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To obtain comprehensive information, please consult the iShares Core EUR Corporate Bond (EUN5.DE) ETF: Historical Returns page.