When holding the iShares Global Inflation Linked Government Bond (IUS5.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 103 months (from April 2015 to October 2023).
This indicates that, within the same timeframe, any rolling period of 104 months or more has consistently resulted in a positive return.
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 Global Inflation Linked Government Bond (IUS5.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 |
---|---|---|---|
-16.42%
Jan 2022 - Dec 2022 |
+3.10% |
+28.32%
Apr 2014 - Mar 2015 |
30.42%
87 out of 286 |
-23.46%
Jan 2022 - Dec 2022 |
+1.39% |
+28.42%
Apr 2014 - Mar 2015 |
44.06%
126 out of 286 |
-10.04%
Dec 2021 - Nov 2023 |
+3.51% |
+13.56%
Dec 2013 - Nov 2015 |
22.99%
63 out of 274 |
-15.25%
Dec 2021 - Nov 2023 |
+1.68% |
+13.32%
Dec 2013 - Nov 2015 |
39.42%
108 out of 274 |
-3.81%
Sep 2021 - Aug 2024 |
+4.11% |
+12.45%
Jun 2009 - May 2012 |
14.12%
37 out of 262 |
-8.93%
Nov 2020 - Oct 2023 |
+2.01% |
+9.94%
Jun 2009 - May 2012 |
29.77%
78 out of 262 |
-2.45%
Oct 2019 - Sep 2023 |
+3.81% |
+11.21%
Apr 2011 - Mar 2015 |
7.20%
18 out of 250 |
-6.44%
Oct 2019 - Sep 2023 |
+1.81% |
+9.89%
Apr 2011 - Mar 2015 |
20.00%
50 out of 250 |
-1.02%
Sep 2019 - Aug 2024 |
+3.52% |
+9.62%
Apr 2010 - Mar 2015 |
2.10%
5 out of 238 |
-4.66%
Sep 2019 - Aug 2024 |
+1.90% |
+8.01%
Apr 2010 - Mar 2015 |
13.87%
33 out of 238 |
-0.06%
Mar 2017 - Feb 2023 |
+3.85% |
+9.69%
Apr 2009 - Mar 2015 |
0.88%
2 out of 226 |
-3.11%
May 2017 - Apr 2023 |
+2.24% |
+8.07%
Apr 2009 - Mar 2015 |
19.03%
43 out of 226 |
-0.21%
Oct 2016 - Sep 2023 |
+4.45% |
+8.62%
Apr 2008 - Mar 2015 |
2.34%
5 out of 214 |
-3.19%
Oct 2016 - Sep 2023 |
+2.77% |
+7.24%
Dec 2008 - Nov 2015 |
18.69%
40 out of 214 |
+0.07%
Dec 2015 - Nov 2023 |
+4.50% |
+7.93%
Jan 2009 - Dec 2016 |
0.00%
0 out of 202 |
-2.55%
Sep 2016 - Aug 2024 |
+3.06% |
+6.58%
Jan 2009 - Dec 2016 |
13.37%
27 out of 202 |
+0.41%
Apr 2015 - Mar 2024 |
+4.66% |
+6.97%
May 2008 - Apr 2017 |
0.00%
0 out of 190 |
-2.06%
Apr 2015 - Mar 2024 |
+3.00% |
+5.67%
May 2008 - Apr 2017 |
7.89%
15 out of 190 |
+2.05%
Oct 2014 - Sep 2024 |
+4.99% |
+6.57%
Apr 2005 - Mar 2015 |
0.00%
0 out of 178 |
-0.35%
Sep 2014 - Aug 2024 |
+3.18% |
+5.02%
Sep 2009 - Aug 2019 |
1.69%
3 out of 178 |
+1.81%
Aug 2012 - Jul 2023 |
+4.96% |
+6.31%
Feb 2004 - Jan 2015 |
0.00%
0 out of 166 |
-0.32%
Aug 2012 - Jul 2023 |
+3.33% |
+4.99%
Mar 2009 - Feb 2020 |
4.22%
7 out of 166 |
+1.94%
Jun 2012 - May 2024 |
+4.86% |
+6.22%
Dec 2009 - Nov 2021 |
0.00%
0 out of 154 |
-0.17%
Aug 2012 - Jul 2024 |
+3.07% |
+4.68%
Dec 2009 - Nov 2021 |
1.95%
3 out of 154 |
+2.97%
Sep 2010 - Aug 2023 |
+4.94% |
+6.30%
Dec 2008 - Nov 2021 |
0.00%
0 out of 142 |
+0.73%
Sep 2010 - Aug 2023 |
+3.18% |
+4.84%
Dec 2008 - Nov 2021 |
0.00%
0 out of 142 |
+3.01%
Sep 2010 - Aug 2024 |
+4.72% |
+5.72%
Dec 2007 - Nov 2021 |
0.00%
0 out of 130 |
+0.78%
Sep 2010 - Aug 2024 |
+3.07% |
+4.21%
Dec 2007 - Nov 2021 |
0.00%
0 out of 130 |
+3.65%
Oct 2008 - Sep 2023 |
+4.69% |
+5.84%
Feb 2000 - Jan 2015 |
0.00%
0 out of 118 |
+1.59%
Oct 2008 - Sep 2023 |
+3.01% |
+3.96%
Feb 2000 - Jan 2015 |
0.00%
0 out of 118 |
+3.60%
Nov 2007 - Oct 2023 |
+4.52% |
+5.40%
Feb 2000 - Jan 2016 |
0.00%
0 out of 106 |
+1.48%
Nov 2007 - Oct 2023 |
+2.86% |
+3.63%
Feb 2000 - Jan 2016 |
0.00%
0 out of 106 |
+3.21%
Nov 2006 - Oct 2023 |
+4.30% |
+5.49%
Jan 2000 - Dec 2016 |
0.00%
0 out of 94 |
+1.06%
Nov 2006 - Oct 2023 |
+2.60% |
+3.66%
Jan 2000 - Dec 2016 |
0.00%
0 out of 94 |
+3.08%
Nov 2005 - Oct 2023 |
+4.34% |
+5.30%
Dec 2003 - Nov 2021 |
0.00%
0 out of 82 |
+0.96%
Nov 2005 - Oct 2023 |
+2.63% |
+3.59%
Dec 2003 - Nov 2021 |
0.00%
0 out of 82 |
+3.23%
Oct 2005 - Sep 2024 |
+4.28% |
+4.87%
Dec 2002 - Nov 2021 |
0.00%
0 out of 70 |
+1.09%
Jul 2005 - Jun 2024 |
+2.63% |
+3.14%
Dec 2002 - Nov 2021 |
0.00%
0 out of 70 |
+3.49%
Sep 2004 - Aug 2024 |
+4.18% |
+5.02%
Feb 2000 - Jan 2020 |
0.00%
0 out of 58 |
+1.34%
Sep 2004 - Aug 2024 |
+2.42% |
+3.32%
Feb 2000 - Jan 2020 |
0.00%
0 out of 58 |
iShares Global Inflation Linked Government Bond (IUS5.DE) ETF: Historical Returns