iShares EUR Aggregate Bond ESG (EUN4.DE): Rolling Returns

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Period: January 2000 - January 2025 (~25 years)
Currency: EUR
Inflation: Eurozone
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When holding the iShares EUR Aggregate Bond ESG (EUN4.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~25 years), the longest duration with a negative return was 120 months (from February 2015 to January 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 EUR AGGREGATE BOND ESG (EUN4.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 2005 - 31 January 2025 (20 Years)
Time Period: 1 January 2000 - 31 January 2025 (~25 years)
Eurozone Inflation Adjusted:

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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 EUR AGGREGATE BOND ESG (EUN4.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2000 - 31 January 2025 (~25 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-16.91%
Jan 2022 - Dec 2022
+3.75% +13.69%
Dec 2011 - Nov 2012
19.31%
56 out of 290
-24.24%
Oct 2021 - Sep 2022
+2.44% +11.74%
Oct 2008 - Sep 2009
33.45%
97 out of 290
-10.18%
Jan 2021 - Dec 2022
+3.93% +9.49%
Jun 2001 - May 2003
14.75%
41 out of 278
-16.10%
Jan 2021 - Dec 2022
+2.14% +8.24%
Sep 2008 - Aug 2010
28.42%
79 out of 278
-6.71%
Nov 2020 - Oct 2023
+4.04% +8.57%
Dec 2011 - Nov 2014
13.16%
35 out of 266
-11.83%
Nov 2020 - Oct 2023
+2.15% +7.38%
Dec 2011 - Nov 2014
23.31%
62 out of 266
-4.91%
Oct 2019 - Sep 2023
+3.83% +7.66%
Apr 2011 - Mar 2015
13.39%
34 out of 254
-8.80%
Oct 2019 - Sep 2023
+2.29% +6.39%
Apr 2011 - Mar 2015
16.93%
43 out of 254
-2.62%
Sep 2019 - Aug 2024
+4.00% +7.44%
Sep 2000 - Aug 2005
14.05%
34 out of 242
-6.21%
Sep 2019 - Aug 2024
+2.17% +5.40%
Aug 2011 - Jul 2016
17.77%
43 out of 242
-2.18%
Oct 2016 - Sep 2022
+4.37% +6.58%
Jan 2000 - Dec 2005
14.78%
34 out of 230
-5.14%
Nov 2017 - Oct 2023
+2.48% +4.89%
Jul 2008 - Jun 2014
16.09%
37 out of 230
-1.98%
Oct 2016 - Sep 2023
+4.21% +6.16%
Apr 2008 - Mar 2015
15.14%
33 out of 218
-4.92%
Oct 2016 - Sep 2023
+2.62% +4.74%
Jun 2008 - May 2015
16.97%
37 out of 218
-1.27%
Mar 2015 - Feb 2023
+4.21% +6.07%
Jul 2008 - Jun 2016
14.56%
30 out of 206
-3.80%
Jul 2016 - Jun 2024
+2.53% +4.92%
Jul 2008 - Jun 2016
16.99%
35 out of 206
-0.62%
Oct 2014 - Sep 2023
+4.33% +5.64%
Jul 2007 - Jun 2016
8.76%
17 out of 194
-3.04%
Mar 2015 - Feb 2024
+2.58% +4.17%
Aug 2007 - Jul 2016
17.53%
34 out of 194
-0.05%
Feb 2015 - Jan 2025
+4.45% +5.80%
Sep 2000 - Aug 2010
0.55%
1 out of 182
-2.57%
Feb 2015 - Jan 2025
+2.65% +3.70%
Sep 2000 - Aug 2010
17.03%
31 out of 182
+0.61%
Nov 2012 - Oct 2023
+4.36% +5.36%
May 2002 - Apr 2013
0.00%
0 out of 170
-1.51%
May 2013 - Apr 2024
+2.76% +3.55%
Sep 2008 - Aug 2019
17.65%
30 out of 170
+1.09%
Jan 2013 - Dec 2024
+4.22% +5.40%
May 2001 - Apr 2013
0.00%
0 out of 158
-0.97%
Jan 2013 - Dec 2024
+2.73% +3.34%
Jul 2008 - Jun 2020
19.62%
31 out of 158
+1.14%
Oct 2010 - Sep 2023
+4.19% +5.62%
Apr 2002 - Mar 2015
0.00%
0 out of 146
-1.05%
Oct 2010 - Sep 2023
+2.73% +3.74%
Apr 2002 - Mar 2015
19.18%
28 out of 146
+1.46%
Oct 2009 - Sep 2023
+4.01% +5.55%
Sep 2000 - Aug 2014
0.00%
0 out of 134
-0.72%
Oct 2009 - Sep 2023
+2.50% +3.62%
Feb 2001 - Jan 2015
18.66%
25 out of 134
+1.89%
Nov 2009 - Oct 2024
+3.92% +5.67%
Feb 2000 - Jan 2015
0.00%
0 out of 122
-0.30%
Feb 2010 - Jan 2025
+2.37% +3.80%
Feb 2000 - Jan 2015
9.84%
12 out of 122
+2.13%
Nov 2007 - Oct 2023
+3.96% +5.41%
Aug 2000 - Jul 2016
0.00%
0 out of 110
+0.03%
Oct 2007 - Sep 2023
+2.40% +3.63%
Aug 2000 - Jul 2016
0.00%
0 out of 110
+2.05%
Oct 2006 - Sep 2023
+3.88% +5.11%
Jan 2000 - Dec 2016
0.00%
0 out of 98
-0.07%
Oct 2006 - Sep 2023
+2.32% +3.28%
Jan 2000 - Dec 2016
2.04%
2 out of 98
+1.93%
Oct 2005 - Sep 2023
+3.82% +4.83%
Jan 2000 - Dec 2017
0.00%
0 out of 86
-0.17%
Oct 2005 - Sep 2023
+2.14% +3.08%
Feb 2000 - Jan 2018
5.81%
5 out of 86
+2.12%
Jul 2005 - Jun 2024
+3.60% +4.90%
Sep 2000 - Aug 2019
0.00%
0 out of 74
+0.00%
Jul 2005 - Jun 2024
+1.87% +3.15%
Sep 2000 - Aug 2019
0.00%
0 out of 74
+2.34%
Oct 2003 - Sep 2023
+3.20% +4.76%
Feb 2000 - Jan 2020
0.00%
0 out of 62
+0.21%
Oct 2003 - Sep 2023
+1.25% +3.06%
Feb 2000 - Jan 2020
0.00%
0 out of 62
+3.32%
Jan 2000 - Dec 2024
+3.32% +3.34%
Feb 2000 - Jan 2025
0.00%
0 out of 2
+1.17%
Jan 2000 - Dec 2024
+1.17% +1.20%
Feb 2000 - Jan 2025
0.00%
0 out of 2
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