iShares Core EURO STOXX 50 (SXRT.DE): Rolling Returns

Data Source: from February 1972 to April 2024 (~52 years)
Consolidated Returns as of 30 April 2024

Holding the iShares Core EURO STOXX 50 (SXRT.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~52 years), the longest period with a negative return lasted 196 months (from March 2000 to June 2016).

This means that every rolling period of 197 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Core EURO STOXX 50 (SXRT.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

ISHARES CORE EURO STOXX 50 (SXRT.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 7.67% (updated at Apr 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.

ISHARES CORE EURO STOXX 50 (SXRT.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 February 1972 - 30 April 2024 (~52 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.24% +54.04%
May 1985 - Apr 1986 		-42.28%
Mar 2008 - Feb 2009 		31.98%
197 out of 616
Euro Inflation Adjusted +6.68% +54.04%
May 1985 - Apr 1986 		-43.04%
Nov 2007 - Oct 2008 		38.15%
235 out of 616
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.43% +39.98%
Aug 1996 - Jul 1998 		-29.35%
Oct 2000 - Sep 2002 		24.17%
146 out of 604
Euro Inflation Adjusted +2.87% +38.08%
Aug 1996 - Jul 1998 		-30.84%
Oct 2000 - Sep 2002 		36.75%
222 out of 604
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.90% +30.98%
Jul 1995 - Jun 1998 		-23.20%
Apr 2000 - Mar 2003 		17.40%
103 out of 592
Euro Inflation Adjusted +4.05% +28.85%
Jul 1995 - Jun 1998 		-24.98%
Apr 2000 - Mar 2003 		29.73%
176 out of 592
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.57% +29.80%
Mar 1996 - Feb 2000 		-12.11%
Oct 2007 - Sep 2011 		14.83%
86 out of 580
Euro Inflation Adjusted +3.71% +28.00%
Mar 1996 - Feb 2000 		-13.85%
Oct 2007 - Sep 2011 		27.24%
158 out of 580
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.67% +27.17%
Apr 1995 - Mar 2000 		-10.46%
Jun 2007 - May 2012 		14.96%
85 out of 568
Euro Inflation Adjusted +3.70% +25.16%
Apr 1995 - Mar 2000 		-12.30%
Jun 2007 - May 2012 		28.52%
162 out of 568
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.14% +20.38%
Nov 1994 - Oct 2000 		-5.16%
Jun 2006 - May 2012 		9.17%
51 out of 556
Euro Inflation Adjusted +3.49% +18.29%
Nov 1994 - Oct 2000 		-7.08%
Jun 2006 - May 2012 		25.90%
144 out of 556
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.41% +19.54%
Mar 1993 - Feb 2000 		-4.95%
Apr 2002 - Mar 2009 		7.90%
43 out of 544
Euro Inflation Adjusted +3.54% +17.24%
Mar 1993 - Feb 2000 		-6.88%
Apr 2002 - Mar 2009 		19.85%
108 out of 544
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.71% +18.55%
Sep 1992 - Aug 2000 		-6.04%
Mar 2001 - Feb 2009 		4.14%
22 out of 532
Euro Inflation Adjusted +4.26% +16.12%
Sep 1992 - Aug 2000 		-8.01%
Mar 2001 - Feb 2009 		17.67%
94 out of 532
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.09% +15.69%
Mar 1991 - Feb 2000 		-7.12%
Mar 2000 - Feb 2009 		5.96%
31 out of 520
Euro Inflation Adjusted +4.67% +13.03%
Mar 1991 - Feb 2000 		-9.05%
Mar 2000 - Feb 2009 		14.23%
74 out of 520
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.63% +14.34%
Oct 1990 - Sep 2000 		-3.33%
Sep 2000 - Aug 2010 		8.07%
41 out of 508
Euro Inflation Adjusted +5.06% +11.61%
Oct 1990 - Sep 2000 		-5.26%
Sep 2000 - Aug 2010 		14.96%
76 out of 508
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.85% +13.73%
Mar 1989 - Feb 2000 		-3.91%
Oct 2000 - Sep 2011 		6.25%
31 out of 496
Euro Inflation Adjusted +5.40% +10.89%
Mar 1989 - Feb 2000 		-5.89%
Oct 2000 - Sep 2011 		14.11%
70 out of 496
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.81% +14.81%
Apr 1988 - Mar 2000 		-3.68%
Jun 2000 - May 2012 		4.96%
24 out of 484
Euro Inflation Adjusted +5.36% +11.92%
Apr 1988 - Mar 2000 		-5.75%
Jun 2000 - May 2012 		10.74%
52 out of 484
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.81% +13.48%
Feb 1988 - Jan 2001 		-1.80%
Apr 2000 - Mar 2013 		4.03%
19 out of 472
Euro Inflation Adjusted +5.13% +10.71%
Feb 1988 - Jan 2001 		-3.86%
Apr 2000 - Mar 2013 		10.17%
48 out of 472
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.56% +13.42%
Aug 1984 - Jul 1998 		-0.76%
Jun 1998 - May 2012 		1.30%
6 out of 460
Euro Inflation Adjusted +4.71% +10.93%
Aug 1984 - Jul 1998 		-2.77%
Jun 1998 - May 2012 		9.13%
42 out of 460
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.89% +13.71%
Mar 1985 - Feb 2000 		+0.37%
Oct 2000 - Sep 2015 		0.00%
0 out of 448
Euro Inflation Adjusted +4.30% +11.35%
Mar 1985 - Feb 2000 		-1.41%
Oct 2000 - Sep 2015 		7.59%
34 out of 448
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.60% +14.02%
Jul 1982 - Jun 1998 		-0.15%
Mar 2000 - Feb 2016 		0.46%
2 out of 436
Euro Inflation Adjusted +4.07% +11.52%
Aug 1984 - Jul 2000 		-1.82%
Mar 2000 - Feb 2016 		3.21%
14 out of 436
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.58% +14.36%
Apr 1983 - Mar 2000 		+0.78%
Mar 2000 - Feb 2017 		0.00%
0 out of 424
Euro Inflation Adjusted +4.19% +11.91%
Apr 1983 - Mar 2000 		-0.92%
Mar 2000 - Feb 2017 		3.07%
13 out of 424
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.39% +14.40%
Jul 1982 - Jun 2000 		+0.99%
Apr 2000 - Mar 2018 		0.00%
0 out of 412
Euro Inflation Adjusted +4.10% +11.94%
Jul 1982 - Jun 2000 		-0.72%
Apr 2000 - Mar 2018 		3.16%
13 out of 412
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.76% +13.31%
Nov 1981 - Oct 2000 		+0.89%
Jan 2000 - Dec 2018 		0.00%
0 out of 400
Euro Inflation Adjusted +4.19% +10.73%
Nov 1981 - Oct 2000 		-0.83%
Jan 2000 - Dec 2018 		2.75%
11 out of 400
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.88% +13.06%
May 1980 - Apr 2000 		+0.27%
Apr 2000 - Mar 2020 		0.00%
0 out of 388
Euro Inflation Adjusted +4.28% +10.21%
May 1980 - Apr 2000 		-1.36%
Apr 2000 - Mar 2020 		2.32%
9 out of 388
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Core EURO STOXX 50 (SXRT.DE) ETF: Historical Returns page.