Consolidated Returns as of 30 June 2024
Holding the iShares Core Global Aggregate Bond EUR Hedged (EUNA.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~50 years), the longest period with a negative return lasted 131 months (from December 2012 to October 2023).
This means that every rolling period of 132 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares Core Global Aggregate Bond EUR Hedged (EUNA.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 0.13% (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 | +6.12% |
+36.88%
Nov 1981 - Oct 1982 |
-14.04%
Oct 2021 - Sep 2022 |
16.84%
99 out of 588 |
Euro Inflation Adjusted | +4.21% |
+30.57%
Nov 1981 - Oct 1982 |
-22.25%
Nov 2021 - Oct 2022 |
23.98%
141 out of 588 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.38% |
+23.77%
Jan 1981 - Dec 1982 |
-8.11%
Jan 2021 - Dec 2022 |
7.81%
45 out of 576 |
Euro Inflation Adjusted | +3.59% |
+17.43%
Nov 1981 - Oct 1983 |
-14.35%
Nov 2020 - Oct 2022 |
18.06%
104 out of 576 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.68% |
+21.75%
Oct 1974 - Sep 1977 |
-5.86%
Nov 2020 - Oct 2023 |
4.96%
28 out of 564 |
Euro Inflation Adjusted | +3.38% |
+16.46%
Oct 1974 - Sep 1977 |
-11.02%
Nov 2020 - Oct 2023 |
10.46%
59 out of 564 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.29% |
+19.01%
Aug 1974 - Jul 1978 |
-3.88%
Nov 2019 - Oct 2023 |
4.89%
27 out of 552 |
Euro Inflation Adjusted | +3.82% |
+14.29%
Aug 1974 - Jul 1978 |
-7.80%
Nov 2019 - Oct 2023 |
8.51%
47 out of 552 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.49% |
+15.42%
Mar 1980 - Feb 1985 |
-2.05%
Nov 2017 - Oct 2022 |
5.00%
27 out of 540 |
Euro Inflation Adjusted | +4.15% |
+11.36%
Apr 1981 - Mar 1986 |
-5.30%
Nov 2017 - Oct 2022 |
7.59%
41 out of 540 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.20% |
+15.37%
Apr 1980 - Mar 1986 |
-2.02%
Oct 2016 - Sep 2022 |
5.30%
28 out of 528 |
Euro Inflation Adjusted | +3.96% |
+11.55%
Apr 1980 - Mar 1986 |
-5.08%
Nov 2017 - Oct 2023 |
6.25%
33 out of 528 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.15% |
+14.37%
Nov 1975 - Oct 1982 |
-1.80%
Oct 2016 - Sep 2023 |
5.04%
26 out of 516 |
Euro Inflation Adjusted | +3.77% |
+10.79%
Oct 1981 - Sep 1988 |
-4.74%
Oct 2016 - Sep 2023 |
6.01%
31 out of 516 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.66% |
+14.97%
Nov 1974 - Oct 1982 |
-1.06%
Nov 2015 - Oct 2023 |
4.56%
23 out of 504 |
Euro Inflation Adjusted | +3.95% |
+10.08%
Apr 1980 - Mar 1988 |
-3.80%
Jul 2016 - Jun 2024 |
5.75%
29 out of 504 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.85% |
+14.69%
Aug 1974 - Jul 1983 |
-0.66%
Nov 2014 - Oct 2023 |
3.05%
15 out of 492 |
Euro Inflation Adjusted | +4.36% |
+10.15%
Apr 1980 - Mar 1989 |
-3.03%
Nov 2014 - Oct 2023 |
5.69%
28 out of 492 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.85% |
+13.79%
Oct 1974 - Sep 1984 |
-0.07%
Nov 2013 - Oct 2023 |
0.21%
1 out of 480 |
Euro Inflation Adjusted | +4.40% |
+9.15%
Oct 1974 - Sep 1984 |
-2.26%
Nov 2013 - Oct 2023 |
5.83%
28 out of 480 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.82% |
+13.73%
Aug 1974 - Jul 1985 |
+0.02%
Nov 2012 - Oct 2023 |
0.00%
0 out of 468 |
Euro Inflation Adjusted | +4.38% |
+9.24%
Aug 1974 - Jul 1985 |
-2.03%
Nov 2012 - Oct 2023 |
5.56%
26 out of 468 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.76% |
+13.35%
Aug 1974 - Jul 1986 |
+0.51%
Nov 2011 - Oct 2023 |
0.00%
0 out of 456 |
Euro Inflation Adjusted | +4.38% |
+9.28%
Aug 1974 - Jul 1986 |
-1.59%
Nov 2011 - Oct 2023 |
5.70%
26 out of 456 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.75% |
+12.63%
Aug 1974 - Jul 1987 |
+0.73%
Nov 2010 - Oct 2023 |
0.00%
0 out of 444 |
Euro Inflation Adjusted | +4.32% |
+8.85%
Aug 1974 - Jul 1987 |
-1.44%
Nov 2010 - Oct 2023 |
5.18%
23 out of 444 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.72% |
+12.90%
Aug 1974 - Jul 1988 |
+1.11%
Nov 2009 - Oct 2023 |
0.00%
0 out of 432 |
Euro Inflation Adjusted | +4.45% |
+9.28%
Aug 1974 - Jul 1988 |
-1.05%
Nov 2009 - Oct 2023 |
4.86%
21 out of 432 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.61% |
+12.60%
Aug 1974 - Jul 1989 |
+1.58%
May 2009 - Apr 2024 |
0.00%
0 out of 420 |
Euro Inflation Adjusted | +4.38% |
+9.04%
Sep 1974 - Aug 1989 |
-0.54%
May 2009 - Apr 2024 |
4.52%
19 out of 420 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.55% |
+11.40%
Aug 1974 - Jul 1990 |
+1.78%
Nov 2007 - Oct 2023 |
0.00%
0 out of 408 |
Euro Inflation Adjusted | +4.25% |
+7.89%
Aug 1974 - Jul 1990 |
-0.31%
Nov 2007 - Oct 2023 |
2.70%
11 out of 408 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.51% |
+11.56%
Aug 1974 - Jul 1991 |
+1.84%
Nov 2006 - Oct 2023 |
0.00%
0 out of 396 |
Euro Inflation Adjusted | +4.20% |
+7.92%
Aug 1974 - Jul 1991 |
-0.28%
Nov 2006 - Oct 2023 |
1.77%
7 out of 396 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.45% |
+11.17%
Aug 1974 - Jul 1992 |
+1.87%
Nov 2005 - Oct 2023 |
0.00%
0 out of 384 |
Euro Inflation Adjusted | +4.16% |
+7.55%
Aug 1974 - Jul 1992 |
-0.22%
Nov 2005 - Oct 2023 |
2.08%
8 out of 384 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.40% |
+11.62%
Aug 1974 - Jul 1993 |
+1.93%
Nov 2004 - Oct 2023 |
0.00%
0 out of 372 |
Euro Inflation Adjusted | +4.16% |
+7.97%
Aug 1974 - Jul 1993 |
-0.17%
Nov 2004 - Oct 2023 |
1.34%
5 out of 372 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.49% |
+10.83%
Aug 1974 - Jul 1994 |
+2.13%
Nov 2003 - Oct 2023 |
0.00%
0 out of 360 |
Euro Inflation Adjusted | +4.15% |
+7.25%
Aug 1974 - Jul 1994 |
+0.00%
Nov 2003 - Oct 2023 |
0.00%
0 out of 360 |
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To obtain comprehensive information, please consult the iShares Core Global Aggregate Bond EUR Hedged (EUNA.DE) ETF: Historical Returns page.