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

Data Source: from January 2000 to June 2024 (~25 years)
Consolidated Returns as of 30 June 2024

Holding the iShares EUR Aggregate Bond ESG (EUN4.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~25 years), the longest period with a negative return lasted 118 months (from September 2014 to June 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the iShares EUR Aggregate Bond ESG (EUN4.DE) ETF: Historical Returns page.

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
Data Source: 1 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 January 2000 - 30 June 2024 (~25 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.64% +13.69%
Dec 2011 - Nov 2012
-16.91%
Jan 2022 - Dec 2022
19.79%
56 out of 283
Euro Inflation Adjusted +2.42% +11.74%
Oct 2008 - Sep 2009
-24.24%
Oct 2021 - Sep 2022
33.92%
96 out of 283
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.07% +9.49%
Jun 2001 - May 2003
-10.18%
Jan 2021 - Dec 2022
14.76%
40 out of 271
Euro Inflation Adjusted +2.24% +8.24%
Sep 2008 - Aug 2010
-16.10%
Jan 2021 - Dec 2022
28.41%
77 out of 271
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.18% +8.57%
Dec 2011 - Nov 2014
-6.71%
Nov 2020 - Oct 2023
10.81%
28 out of 259
Euro Inflation Adjusted +2.19% +7.38%
Dec 2011 - Nov 2014
-11.83%
Nov 2020 - Oct 2023
21.24%
55 out of 259
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.93% +7.66%
Apr 2011 - Mar 2015
-4.91%
Oct 2019 - Sep 2023
10.93%
27 out of 247
Euro Inflation Adjusted +2.35% +6.39%
Apr 2011 - Mar 2015
-8.80%
Oct 2019 - Sep 2023
14.57%
36 out of 247
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.04% +7.44%
Sep 2000 - Aug 2005
-2.43%
Jul 2019 - Jun 2024
11.49%
27 out of 235
Euro Inflation Adjusted +2.20% +5.40%
Aug 2011 - Jul 2016
-5.94%
Jul 2019 - Jun 2024
15.32%
36 out of 235
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.44% +6.58%
Jan 2000 - Dec 2005
-2.18%
Oct 2016 - Sep 2022
12.11%
27 out of 223
Euro Inflation Adjusted +2.54% +4.89%
Jul 2008 - Jun 2014
-5.14%
Nov 2017 - Oct 2023
13.45%
30 out of 223
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.27% +6.16%
Apr 2008 - Mar 2015
-1.98%
Oct 2016 - Sep 2023
12.32%
26 out of 211
Euro Inflation Adjusted +2.67% +4.74%
Jun 2008 - May 2015
-4.92%
Oct 2016 - Sep 2023
14.22%
30 out of 211
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.26% +6.07%
Jul 2008 - Jun 2016
-1.27%
Mar 2015 - Feb 2023
11.56%
23 out of 199
Euro Inflation Adjusted +2.58% +4.92%
Jul 2008 - Jun 2016
-3.80%
Jul 2016 - Jun 2024
14.07%
28 out of 199
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.34% +5.64%
Jul 2007 - Jun 2016
-0.62%
Oct 2014 - Sep 2023
7.49%
14 out of 187
Euro Inflation Adjusted +2.62% +4.17%
Aug 2007 - Jul 2016
-3.04%
Mar 2015 - Feb 2024
14.44%
27 out of 187
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.51% +5.80%
Sep 2000 - Aug 2010
+0.20%
Jul 2014 - Jun 2024
0.00%
0 out of 175
Euro Inflation Adjusted +2.67% +3.70%
Sep 2000 - Aug 2010
-2.09%
Jul 2014 - Jun 2024
13.71%
24 out of 175
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.39% +5.36%
May 2002 - Apr 2013
+0.61%
Nov 2012 - Oct 2023
0.00%
0 out of 163
Euro Inflation Adjusted +2.77% +3.55%
Sep 2008 - Aug 2019
-1.51%
May 2013 - Apr 2024
14.11%
23 out of 163
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.29% +5.40%
May 2001 - Apr 2013
+1.23%
Jun 2012 - May 2024
0.00%
0 out of 151
Euro Inflation Adjusted +2.77% +3.34%
Jul 2008 - Jun 2020
-0.89%
Oct 2011 - Sep 2023
15.89%
24 out of 151
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.22% +5.62%
Apr 2002 - Mar 2015
+1.14%
Oct 2010 - Sep 2023
0.00%
0 out of 139
Euro Inflation Adjusted +2.75% +3.74%
Apr 2002 - Mar 2015
-1.05%
Oct 2010 - Sep 2023
15.83%
22 out of 139
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.02% +5.55%
Sep 2000 - Aug 2014
+1.46%
Oct 2009 - Sep 2023
0.00%
0 out of 127
Euro Inflation Adjusted +2.54% +3.62%
Feb 2001 - Jan 2015
-0.72%
Oct 2009 - Sep 2023
14.17%
18 out of 127
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.97% +5.67%
Feb 2000 - Jan 2015
+1.93%
Jul 2009 - Jun 2024
0.00%
0 out of 115
Euro Inflation Adjusted +2.39% +3.80%
Feb 2000 - Jan 2015
-0.21%
Jul 2009 - Jun 2024
4.35%
5 out of 115
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.01% +5.41%
Aug 2000 - Jul 2016
+2.13%
Nov 2007 - Oct 2023
0.00%
0 out of 103
Euro Inflation Adjusted +2.43% +3.63%
Aug 2000 - Jul 2016
+0.03%
Oct 2007 - Sep 2023
0.00%
0 out of 103
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.01% +5.11%
Jan 2000 - Dec 2016
+2.05%
Oct 2006 - Sep 2023
0.00%
0 out of 91
Euro Inflation Adjusted +2.44% +3.28%
Jan 2000 - Dec 2016
-0.07%
Oct 2006 - Sep 2023
2.20%
2 out of 91
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.89% +4.83%
Jan 2000 - Dec 2017
+1.93%
Oct 2005 - Sep 2023
0.00%
0 out of 79
Euro Inflation Adjusted +2.33% +3.08%
Feb 2000 - Jan 2018
-0.17%
Oct 2005 - Sep 2023
6.33%
5 out of 79
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.89% +4.90%
Sep 2000 - Aug 2019
+2.12%
Jul 2005 - Jun 2024
0.00%
0 out of 67
Euro Inflation Adjusted +2.22% +3.15%
Sep 2000 - Aug 2019
+0.00%
Jul 2005 - Jun 2024
0.00%
0 out of 67
19 Years Annualized Rolling Returns
Timeframes ending in every month

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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.74% +4.76%
Feb 2000 - Jan 2020
+2.34%
Oct 2003 - Sep 2023
0.00%
0 out of 55
Euro Inflation Adjusted +1.85% +3.06%
Feb 2000 - Jan 2020
+0.21%
Oct 2003 - Sep 2023
0.00%
0 out of 55
20 Years Annualized Rolling Returns
Timeframes ending in every month

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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the iShares EUR Aggregate Bond ESG (EUN4.DE) ETF: Historical Returns page.