Consolidated Returns as of 30 June 2024
Holding the iShares Core Global Aggregate Bond (EUNU.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 125 months (from August 1972 to December 1982).
This means that every rolling period of 126 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core Global Aggregate Bond (EUNU.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 1.92% (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 | +3.14% |
+41.55%
Nov 1981 - Oct 1982 |
-26.40%
Aug 1972 - Jul 1973 |
39.22%
240 out of 612 |
Euro Inflation Adjusted | +1.49% |
+35.03%
Nov 1981 - Oct 1982 |
-31.42%
Aug 1972 - Jul 1973 |
45.10%
276 out of 612 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.19% |
+28.94%
Nov 1980 - Oct 1982 |
-14.49%
Nov 1976 - Oct 1978 |
31.83%
191 out of 600 |
Euro Inflation Adjusted | +1.57% |
+21.49%
Nov 1980 - Oct 1982 |
-19.29%
Feb 1973 - Jan 1975 |
41.00%
246 out of 600 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.86% |
+23.92%
Sep 1980 - Aug 1983 |
-11.82%
Nov 1975 - Oct 1978 |
19.90%
117 out of 588 |
Euro Inflation Adjusted | +1.95% |
+18.77%
Feb 1982 - Jan 1985 |
-14.58%
Nov 1975 - Oct 1978 |
36.05%
212 out of 588 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.61% |
+22.02%
Oct 1980 - Sep 1984 |
-9.40%
Mar 1976 - Feb 1980 |
16.32%
94 out of 576 |
Euro Inflation Adjusted | +2.70% |
+17.14%
Oct 1980 - Sep 1984 |
-12.76%
Mar 1976 - Feb 1980 |
30.21%
174 out of 576 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.73% |
+21.57%
Mar 1980 - Feb 1985 |
-8.09%
Jan 1973 - Dec 1977 |
14.54%
82 out of 564 |
Euro Inflation Adjusted | +2.63% |
+16.77%
Mar 1980 - Feb 1985 |
-12.64%
Jan 1973 - Dec 1977 |
26.42%
149 out of 564 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.01% |
+18.18%
Mar 1980 - Feb 1986 |
-9.59%
Nov 1972 - Oct 1978 |
12.68%
70 out of 552 |
Euro Inflation Adjusted | +2.96% |
+14.18%
Apr 1980 - Mar 1986 |
-13.76%
Nov 1972 - Oct 1978 |
22.10%
122 out of 552 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.79% |
+14.91%
Nov 1978 - Oct 1985 |
-8.12%
Jan 1973 - Dec 1979 |
9.26%
50 out of 540 |
Euro Inflation Adjusted | +2.70% |
+11.51%
Mar 1980 - Feb 1987 |
-12.38%
Jan 1973 - Dec 1979 |
20.74%
112 out of 540 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+13.86%
Oct 1980 - Sep 1988 |
-6.63%
Sep 1972 - Aug 1980 |
4.36%
23 out of 528 |
Euro Inflation Adjusted | +2.93% |
+11.06%
Oct 1980 - Sep 1988 |
-11.11%
Sep 1972 - Aug 1980 |
16.67%
88 out of 528 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.44% |
+13.40%
Feb 1980 - Jan 1989 |
-3.77%
Nov 1972 - Oct 1981 |
2.13%
11 out of 516 |
Euro Inflation Adjusted | +3.08% |
+10.49%
Sep 1980 - Aug 1989 |
-8.49%
Nov 1972 - Oct 1981 |
10.66%
55 out of 516 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.25% |
+11.67%
Nov 1979 - Oct 1989 |
-1.50%
Aug 1972 - Jul 1982 |
0.99%
5 out of 504 |
Euro Inflation Adjusted | +3.21% |
+8.65%
Dec 1979 - Nov 1989 |
-6.37%
Aug 1972 - Jul 1982 |
9.52%
48 out of 504 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.11% |
+11.55%
Sep 1980 - Aug 1991 |
+0.67%
Aug 1972 - Jul 1983 |
0.00%
0 out of 492 |
Euro Inflation Adjusted | +3.18% |
+8.48%
Sep 1980 - Aug 1991 |
-4.11%
Aug 1972 - Jul 1983 |
6.50%
32 out of 492 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.34% |
+11.16%
Mar 1980 - Feb 1992 |
+1.01%
Jun 2012 - May 2024 |
0.00%
0 out of 480 |
Euro Inflation Adjusted | +3.11% |
+7.99%
Mar 1980 - Feb 1992 |
-2.98%
Aug 1972 - Jul 1984 |
4.38%
21 out of 480 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.19% |
+11.25%
Sep 1980 - Aug 1993 |
+1.64%
Sep 2010 - Aug 2023 |
0.00%
0 out of 468 |
Euro Inflation Adjusted | +3.11% |
+8.09%
Sep 1980 - Aug 1993 |
-1.56%
Oct 1972 - Sep 1985 |
3.21%
15 out of 468 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.20% |
+11.41%
Feb 1980 - Jan 1994 |
+1.79%
Jul 2010 - Jun 2024 |
0.00%
0 out of 456 |
Euro Inflation Adjusted | +3.04% |
+8.13%
Feb 1980 - Jan 1994 |
-1.37%
Dec 1972 - Nov 1986 |
2.63%
12 out of 456 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.18% |
+10.17%
Nov 1978 - Oct 1993 |
+2.18%
Jan 1973 - Dec 1987 |
0.00%
0 out of 444 |
Euro Inflation Adjusted | +2.82% |
+6.74%
Nov 1978 - Oct 1993 |
-1.54%
Jan 1973 - Dec 1987 |
2.25%
10 out of 444 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.38% |
+9.48%
Feb 1980 - Jan 1996 |
+2.73%
Feb 2002 - Jan 2018 |
0.00%
0 out of 432 |
Euro Inflation Adjusted | +2.81% |
+6.57%
Oct 1981 - Sep 1997 |
-0.68%
Sep 1972 - Aug 1988 |
1.62%
7 out of 432 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.25% |
+10.05%
Sep 1980 - Aug 1997 |
+2.83%
Nov 2006 - Oct 2023 |
0.00%
0 out of 420 |
Euro Inflation Adjusted | +2.89% |
+7.08%
Sep 1980 - Aug 1997 |
-0.74%
Jan 1973 - Dec 1989 |
2.38%
10 out of 420 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.19% |
+10.09%
Mar 1980 - Feb 1998 |
+2.54%
Nov 1972 - Oct 1990 |
0.00%
0 out of 408 |
Euro Inflation Adjusted | +2.82% |
+7.13%
Mar 1980 - Feb 1998 |
-1.12%
Nov 1972 - Oct 1990 |
1.96%
8 out of 408 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.26% |
+9.68%
Mar 1980 - Feb 1999 |
+2.65%
Jul 2005 - Jun 2024 |
0.00%
0 out of 396 |
Euro Inflation Adjusted | +2.96% |
+6.92%
Nov 1981 - Oct 2000 |
-0.49%
Jan 1973 - Dec 1991 |
1.77%
7 out of 396 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.25% |
+9.87%
Oct 1980 - Sep 2000 |
+2.63%
Jan 2003 - Dec 2022 |
0.00%
0 out of 384 |
Euro Inflation Adjusted | +2.81% |
+7.10%
Oct 1980 - Sep 2000 |
-0.77%
Sep 1972 - Aug 1992 |
1.56%
6 out of 384 |
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To obtain comprehensive information, please consult the iShares Core Global Aggregate Bond (EUNU.DE) ETF: Historical Returns page.