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.
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Annualized Rolling Returns - 1 Year (12 months)
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 |
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Annualized Rolling Returns - 2 Years (24 months)
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 |
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Annualized Rolling Returns - 3 Years (36 months)
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 |
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Annualized Rolling Returns - 4 Years (48 months)
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 |
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Annualized Rolling Returns - 5 Years (60 months)
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 |
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Annualized Rolling Returns - 6 Years (72 months)
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 |
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Annualized Rolling Returns - 7 Years (84 months)
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 |
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Annualized Rolling Returns - 8 Years (96 months)
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 |
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Annualized Rolling Returns - 9 Years (108 months)
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 |
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Annualized Rolling Returns - 10 Years (120 months)
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 |
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Annualized Rolling Returns - 11 Years (132 months)
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 |
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Annualized Rolling Returns - 12 Years (144 months)
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 |
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Annualized Rolling Returns - 13 Years (156 months)
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 |
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Annualized Rolling Returns - 14 Years (168 months)
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 |
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Annualized Rolling Returns - 15 Years (180 months)
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 |
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Annualized Rolling Returns - 16 Years (192 months)
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 |
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Annualized Rolling Returns - 17 Years (204 months)
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 |
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Annualized Rolling Returns - 18 Years (216 months)
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 |
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Annualized Rolling Returns - 19 Years (228 months)
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 |
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Annualized Rolling Returns - 20 Years (240 months)
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 |
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To obtain comprehensive information, please consult the iShares EUR Aggregate Bond ESG (EUN4.DE) ETF: Historical Returns page.