Consolidated Returns as of 30 June 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
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The annualized return of the last 10 years has been 7.43% (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 | +9.46% |
+54.04%
May 1985 - Apr 1986 |
-42.28%
Mar 2008 - Feb 2009 |
31.88%
197 out of 618 |
Euro Inflation Adjusted | +6.72% |
+54.04%
May 1985 - Apr 1986 |
-43.04%
Nov 2007 - Oct 2008 |
38.03%
235 out of 618 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.53% |
+39.98%
Aug 1996 - Jul 1998 |
-29.35%
Oct 2000 - Sep 2002 |
24.09%
146 out of 606 |
Euro Inflation Adjusted | +2.92% |
+38.08%
Aug 1996 - Jul 1998 |
-30.84%
Oct 2000 - Sep 2002 |
36.63%
222 out of 606 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.92% |
+30.98%
Jul 1995 - Jun 1998 |
-23.20%
Apr 2000 - Mar 2003 |
17.34%
103 out of 594 |
Euro Inflation Adjusted | +4.05% |
+28.85%
Jul 1995 - Jun 1998 |
-24.98%
Apr 2000 - Mar 2003 |
29.63%
176 out of 594 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.58% |
+29.80%
Mar 1996 - Feb 2000 |
-12.11%
Oct 2007 - Sep 2011 |
14.78%
86 out of 582 |
Euro Inflation Adjusted | +3.71% |
+28.00%
Mar 1996 - Feb 2000 |
-13.85%
Oct 2007 - Sep 2011 |
27.15%
158 out of 582 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.68% |
+27.17%
Apr 1995 - Mar 2000 |
-10.46%
Jun 2007 - May 2012 |
14.91%
85 out of 570 |
Euro Inflation Adjusted | +3.71% |
+25.16%
Apr 1995 - Mar 2000 |
-12.30%
Jun 2007 - May 2012 |
28.42%
162 out of 570 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.15% |
+20.38%
Nov 1994 - Oct 2000 |
-5.16%
Jun 2006 - May 2012 |
9.14%
51 out of 558 |
Euro Inflation Adjusted | +3.51% |
+18.29%
Nov 1994 - Oct 2000 |
-7.08%
Jun 2006 - May 2012 |
25.81%
144 out of 558 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.41% |
+19.54%
Mar 1993 - Feb 2000 |
-4.95%
Apr 2002 - Mar 2009 |
7.88%
43 out of 546 |
Euro Inflation Adjusted | +3.59% |
+17.24%
Mar 1993 - Feb 2000 |
-6.88%
Apr 2002 - Mar 2009 |
19.78%
108 out of 546 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.71% |
+18.55%
Sep 1992 - Aug 2000 |
-6.04%
Mar 2001 - Feb 2009 |
4.12%
22 out of 534 |
Euro Inflation Adjusted | +4.29% |
+16.12%
Sep 1992 - Aug 2000 |
-8.01%
Mar 2001 - Feb 2009 |
17.60%
94 out of 534 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.09% |
+15.69%
Mar 1991 - Feb 2000 |
-7.12%
Mar 2000 - Feb 2009 |
5.94%
31 out of 522 |
Euro Inflation Adjusted | +4.67% |
+13.03%
Mar 1991 - Feb 2000 |
-9.05%
Mar 2000 - Feb 2009 |
14.18%
74 out of 522 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.63% |
+14.34%
Oct 1990 - Sep 2000 |
-3.33%
Sep 2000 - Aug 2010 |
8.04%
41 out of 510 |
Euro Inflation Adjusted | +5.06% |
+11.61%
Oct 1990 - Sep 2000 |
-5.26%
Sep 2000 - Aug 2010 |
14.90%
76 out of 510 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.85% |
+13.73%
Mar 1989 - Feb 2000 |
-3.91%
Oct 2000 - Sep 2011 |
6.22%
31 out of 498 |
Euro Inflation Adjusted | +5.41% |
+10.89%
Mar 1989 - Feb 2000 |
-5.89%
Oct 2000 - Sep 2011 |
14.06%
70 out of 498 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.81% |
+14.81%
Apr 1988 - Mar 2000 |
-3.68%
Jun 2000 - May 2012 |
4.94%
24 out of 486 |
Euro Inflation Adjusted | +5.36% |
+11.92%
Apr 1988 - Mar 2000 |
-5.75%
Jun 2000 - May 2012 |
10.70%
52 out of 486 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.81% |
+13.48%
Feb 1988 - Jan 2001 |
-1.80%
Apr 2000 - Mar 2013 |
4.01%
19 out of 474 |
Euro Inflation Adjusted | +5.24% |
+10.71%
Feb 1988 - Jan 2001 |
-3.86%
Apr 2000 - Mar 2013 |
10.13%
48 out of 474 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.58% |
+13.42%
Aug 1984 - Jul 1998 |
-0.76%
Jun 1998 - May 2012 |
1.30%
6 out of 462 |
Euro Inflation Adjusted | +4.81% |
+10.93%
Aug 1984 - Jul 1998 |
-2.77%
Jun 1998 - May 2012 |
9.09%
42 out of 462 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.95% |
+13.71%
Mar 1985 - Feb 2000 |
+0.37%
Oct 2000 - Sep 2015 |
0.00%
0 out of 450 |
Euro Inflation Adjusted | +4.35% |
+11.35%
Mar 1985 - Feb 2000 |
-1.41%
Oct 2000 - Sep 2015 |
7.56%
34 out of 450 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.57% |
+14.02%
Jul 1982 - Jun 1998 |
-0.15%
Mar 2000 - Feb 2016 |
0.46%
2 out of 438 |
Euro Inflation Adjusted | +4.04% |
+11.52%
Aug 1984 - Jul 2000 |
-1.82%
Mar 2000 - Feb 2016 |
3.20%
14 out of 438 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.53% |
+14.36%
Apr 1983 - Mar 2000 |
+0.78%
Mar 2000 - Feb 2017 |
0.00%
0 out of 426 |
Euro Inflation Adjusted | +4.18% |
+11.91%
Apr 1983 - Mar 2000 |
-0.92%
Mar 2000 - Feb 2017 |
3.05%
13 out of 426 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.35% |
+14.40%
Jul 1982 - Jun 2000 |
+0.99%
Apr 2000 - Mar 2018 |
0.00%
0 out of 414 |
Euro Inflation Adjusted | +4.07% |
+11.94%
Jul 1982 - Jun 2000 |
-0.72%
Apr 2000 - Mar 2018 |
3.14%
13 out of 414 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.72% |
+13.31%
Nov 1981 - Oct 2000 |
+0.89%
Jan 2000 - Dec 2018 |
0.00%
0 out of 402 |
Euro Inflation Adjusted | +4.16% |
+10.73%
Nov 1981 - Oct 2000 |
-0.83%
Jan 2000 - Dec 2018 |
2.74%
11 out of 402 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.87% |
+13.06%
May 1980 - Apr 2000 |
+0.27%
Apr 2000 - Mar 2020 |
0.00%
0 out of 390 |
Euro Inflation Adjusted | +4.24% |
+10.21%
May 1980 - Apr 2000 |
-1.36%
Apr 2000 - Mar 2020 |
2.31%
9 out of 390 |
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To obtain comprehensive information, please consult the iShares Core EURO STOXX 50 (SXRT.DE) ETF: Historical Returns page.