iShares ESG Aware Canadian Aggregate Bond (XSAB.TO): Rolling Returns

Simulation Settings
Category:
Period: May 2019 - June 2025 (~6 years)
Initial Amount: 1$
Currency: CAD
Inflation: Canada
(Change Settings)
The minimum date range must be at least 24 months. 'Date To' cannot be beyond June 2025.
Reset settings
Close

When holding the iShares ESG Aware Canadian Aggregate Bond (XSAB.TO) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~6 years), the longest duration with a negative return was 62 months (from May 2020 to June 2025). This negative serie is not closed yet.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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 ESG AWARE CANADIAN AGGREGATE BOND (XSAB.TO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 2020 - 30 June 2025 (5 Years)
Time Period: 1 May 2019 - 30 June 2025 (~6 years)
All Data
(2019/05 - 2025/06)
Canada Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES ESG AWARE CANADIAN AGGREGATE BOND (XSAB.TO) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 May 2019 - 30 June 2025 (~6 years)
Over Time
Histogram
Canada Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-11.42%
Jan 2022 - Dec 2022
+1.49% +12.69%
Oct 2023 - Sep 2024
44.44%
28 out of 63
-17.71%
Jul 2021 - Jun 2022
-1.58% +10.87%
Oct 2023 - Sep 2024
60.32%
38 out of 63
-7.25%
Nov 2020 - Oct 2022
-0.58% +5.89%
Mar 2023 - Feb 2025
52.94%
27 out of 51
-12.31%
Nov 2020 - Oct 2022
-3.62% +3.09%
Mar 2023 - Feb 2025
68.63%
35 out of 51
-5.30%
Oct 2020 - Sep 2023
-2.12% +3.96%
Jul 2022 - Jun 2025
84.62%
33 out of 39
-9.81%
Oct 2020 - Sep 2023
-6.10% +1.50%
Jul 2022 - Jun 2025
92.31%
36 out of 39
-2.38%
Oct 2019 - Sep 2023
-1.21% +0.49%
Apr 2021 - Mar 2025
85.19%
23 out of 27
-6.37%
May 2020 - Apr 2024
-5.01% -3.40%
Apr 2021 - Mar 2025
100.00%
27 out of 27
-0.55%
Jul 2020 - Jun 2025
+0.07% +0.82%
Apr 2020 - Mar 2025
46.67%
7 out of 15
-4.07%
Jul 2020 - Jun 2025
-3.24% -2.74%
Apr 2020 - Mar 2025
100.00%
15 out of 15
+0.75%
Jul 2019 - Jun 2025
+0.91% +1.16%
May 2019 - Apr 2025
0.00%
0 out of 3
-2.34%
Jul 2019 - Jun 2025
-2.15% -1.89%
May 2019 - Apr 2025
100.00%
3 out of 3
Build wealth
with Lazy Portfolios and Passive Investing