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 (~26 years), the longest duration with a negative return was 125 months (from February 2015 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.
iShares EUR Aggregate Bond ESG (EUN4.DE) ETF: Historical Returns
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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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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| Worst | Median | Best | Negative Periods |
|---|---|---|---|
|
-16.91%
Jan 2022 - Dec 2022 |
+3.73% |
+13.69%
Dec 2011 - Nov 2012 |
18.98%
56 out of 295 |
|
-24.24%
Oct 2021 - Sep 2022 |
+2.40% |
+11.74%
Oct 2008 - Sep 2009 |
33.56%
99 out of 295 |
|
-10.18%
Jan 2021 - Dec 2022 |
+3.92% |
+9.49%
Jun 2001 - May 2003 |
14.49%
41 out of 283 |
|
-16.10%
Jan 2021 - Dec 2022 |
+1.92% |
+8.24%
Sep 2008 - Aug 2010 |
27.92%
79 out of 283 |
|
-6.71%
Nov 2020 - Oct 2023 |
+3.95% |
+8.57%
Dec 2011 - Nov 2014 |
14.02%
38 out of 271 |
|
-11.83%
Nov 2020 - Oct 2023 |
+2.11% |
+7.38%
Dec 2011 - Nov 2014 |
24.72%
67 out of 271 |
|
-4.91%
Oct 2019 - Sep 2023 |
+3.80% |
+7.66%
Apr 2011 - Mar 2015 |
15.06%
39 out of 259 |
|
-8.80%
Oct 2019 - Sep 2023 |
+2.22% |
+6.39%
Apr 2011 - Mar 2015 |
18.53%
48 out of 259 |
|
-2.62%
Sep 2019 - Aug 2024 |
+4.00% |
+7.44%
Sep 2000 - Aug 2005 |
15.79%
39 out of 247 |
|
-6.21%
Sep 2019 - Aug 2024 |
+2.17% |
+5.40%
Aug 2011 - Jul 2016 |
19.43%
48 out of 247 |
|
-2.18%
Oct 2016 - Sep 2022 |
+4.27% |
+6.58%
Jan 2000 - Dec 2005 |
16.60%
39 out of 235 |
|
-5.14%
Nov 2017 - Oct 2023 |
+2.48% |
+4.89%
Jul 2008 - Jun 2014 |
17.87%
42 out of 235 |
|
-1.98%
Oct 2016 - Sep 2023 |
+4.18% |
+6.16%
Apr 2008 - Mar 2015 |
17.04%
38 out of 223 |
|
-4.92%
Oct 2016 - Sep 2023 |
+2.60% |
+4.74%
Jun 2008 - May 2015 |
18.83%
42 out of 223 |
|
-1.27%
Mar 2015 - Feb 2023 |
+4.20% |
+6.07%
Jul 2008 - Jun 2016 |
16.59%
35 out of 211 |
|
-3.80%
Jul 2016 - Jun 2024 |
+2.51% |
+4.92%
Jul 2008 - Jun 2016 |
18.96%
40 out of 211 |
|
-0.62%
Oct 2014 - Sep 2023 |
+4.32% |
+5.64%
Jul 2007 - Jun 2016 |
11.06%
22 out of 199 |
|
-3.22%
Jul 2016 - Jun 2025 |
+2.54% |
+4.17%
Aug 2007 - Jul 2016 |
19.60%
39 out of 199 |
|
-0.39%
Apr 2015 - Mar 2025 |
+4.42% |
+5.80%
Sep 2000 - Aug 2010 |
2.14%
4 out of 187 |
|
-2.81%
Apr 2015 - Mar 2025 |
+2.65% |
+3.70%
Sep 2000 - Aug 2010 |
19.25%
36 out of 187 |
|
+0.48%
Jul 2014 - Jun 2025 |
+4.36% |
+5.36%
May 2002 - Apr 2013 |
0.00%
0 out of 175 |
|
-1.77%
Jul 2014 - Jun 2025 |
+2.75% |
+3.55%
Sep 2008 - Aug 2019 |
20.00%
35 out of 175 |
|
+0.87%
May 2013 - Apr 2025 |
+4.19% |
+5.40%
May 2001 - Apr 2013 |
0.00%
0 out of 163 |
|
-1.26%
May 2013 - Apr 2025 |
+2.71% |
+3.34%
Jul 2008 - Jun 2020 |
22.09%
36 out of 163 |
|
+1.14%
Oct 2010 - Sep 2023 |
+4.14% |
+5.62%
Apr 2002 - Mar 2015 |
0.00%
0 out of 151 |
|
-1.05%
Oct 2010 - Sep 2023 |
+2.73% |
+3.74%
Apr 2002 - Mar 2015 |
21.85%
33 out of 151 |
|
+1.46%
Oct 2009 - Sep 2023 |
+4.00% |
+5.55%
Sep 2000 - Aug 2014 |
0.00%
0 out of 139 |
|
-0.72%
Oct 2009 - Sep 2023 |
+2.50% |
+3.62%
Feb 2001 - Jan 2015 |
21.58%
30 out of 139 |
|
+1.63%
Apr 2010 - Mar 2025 |
+3.87% |
+5.67%
Feb 2000 - Jan 2015 |
0.00%
0 out of 127 |
|
-0.52%
Apr 2010 - Mar 2025 |
+2.36% |
+3.80%
Feb 2000 - Jan 2015 |
13.39%
17 out of 127 |
|
+1.99%
Apr 2009 - Mar 2025 |
+3.93% |
+5.41%
Aug 2000 - Jul 2016 |
0.00%
0 out of 115 |
|
-0.12%
Apr 2009 - Mar 2025 |
+2.36% |
+3.63%
Aug 2000 - Jul 2016 |
3.48%
4 out of 115 |
|
+2.05%
Oct 2006 - Sep 2023 |
+3.84% |
+5.11%
Jan 2000 - Dec 2016 |
0.00%
0 out of 103 |
|
-0.07%
Oct 2006 - Sep 2023 |
+2.30% |
+3.28%
Jan 2000 - Dec 2016 |
1.94%
2 out of 103 |
|
+1.93%
Oct 2005 - Sep 2023 |
+3.72% |
+4.83%
Jan 2000 - Dec 2017 |
0.00%
0 out of 91 |
|
-0.17%
Oct 2005 - Sep 2023 |
+2.11% |
+3.08%
Feb 2000 - Jan 2018 |
5.49%
5 out of 91 |
|
+2.12%
Jul 2005 - Jun 2024 |
+3.32% |
+4.90%
Sep 2000 - Aug 2019 |
0.00%
0 out of 79 |
|
+0.00%
Jul 2005 - Jun 2024 |
+1.47% |
+3.15%
Sep 2000 - Aug 2019 |
0.00%
0 out of 79 |
|
+2.18%
Jul 2005 - Jun 2025 |
+2.85% |
+4.76%
Feb 2000 - Jan 2020 |
0.00%
0 out of 67 |
|
+0.08%
Jul 2005 - Jun 2025 |
+0.76% |
+3.06%
Feb 2000 - Jan 2020 |
0.00%
0 out of 67 |
|
+3.16%
Apr 2000 - Mar 2025 |
+3.24% |
+3.32%
Jan 2000 - Dec 2024 |
0.00%
0 out of 7 |
|
+1.02%
Apr 2000 - Mar 2025 |
+1.08% |
+1.17%
Jan 2000 - Dec 2024 |
0.00%
0 out of 7 |
iShares EUR Aggregate Bond ESG (EUN4.DE) ETF: Historical Returns
with Lazy Portfolios and Passive Investing
