iShares Investment Grade Corporate Bond (LQD) to EUR Hedged: Rolling Returns

Data Source: from January 1950 to June 2024 (~75 years)
Consolidated Returns as of 30 June 2024
This asset allocation page includes ETFs that are not available in our database in EUR or are not yet mapped to the specific ones. We kept the original tickers and calculated returns using historical exchange rates or, if applicable, interest rate differentials for currency hedging.

You need to choose EUR-based ETFs that follow the same benchmarks. Actual returns should be comparable, but they may vary due to differences in sampling methods, annual fees, and the exchange rates used for month-end calculations. Similar EUR ETFs (hedged or not) may not always be available.

Holding the iShares Investment Grade Corporate Bond (LQD) to EUR Hedged ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~75 years), the longest period with a negative return lasted 126 months (from April 1971 to September 1981).

This means that every rolling period of 127 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Investment Grade Corporate Bond (LQD) to EUR Hedged ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) TO EUR HEDGED ETF
Previous vs Next Returns - 10 Years annualized
Updated to June 2024

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The annualized return of the last 10 years has been 0.98% (updated at Jun 30, 2024).

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 INVESTMENT GRADE CORPORATE BOND (LQD) TO EUR HEDGED ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 1994 - 30 June 2024 (30 Years)
Data Source: 1 January 1950 - 30 June 2024 (~75 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 +4.54% +36.23%
Mar 1982 - Feb 1983
-22.91%
Nov 2021 - Oct 2022
21.63%
191 out of 883
Euro Inflation Adjusted +2.40% +35.04%
Apr 1985 - Mar 1986
-30.32%
Nov 2021 - Oct 2022
36.47%
322 out of 883
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 +4.95% +27.15%
Jul 1984 - Jun 1986
-12.26%
Oct 1979 - Sep 1981
15.15%
132 out of 871
Euro Inflation Adjusted +3.32% +25.88%
Jul 1984 - Jun 1986
-17.67%
Nov 2021 - Oct 2023
27.78%
242 out of 871
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 +5.19% +20.43%
Sep 1990 - Aug 1993
-9.81%
Oct 1978 - Sep 1981
9.78%
84 out of 859
Euro Inflation Adjusted +3.13% +16.92%
Sep 1983 - Aug 1986
-14.68%
Oct 1978 - Sep 1981
21.19%
182 out of 859
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 +5.11% +20.35%
Jul 1982 - Jun 1986
-7.93%
Oct 1977 - Sep 1981
6.61%
56 out of 847
Euro Inflation Adjusted +2.93% +18.16%
Jul 1982 - Jun 1986
-12.17%
Oct 1977 - Sep 1981
20.90%
177 out of 847
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 +5.02% +19.45%
Sep 1981 - Aug 1986
-4.55%
Oct 1976 - Sep 1981
4.43%
37 out of 835
Euro Inflation Adjusted +2.94% +16.72%
Sep 1981 - Aug 1986
-8.76%
Oct 1976 - Sep 1981
21.08%
176 out of 835
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 +4.89% +14.93%
Sep 1981 - Aug 1987
-1.67%
Nov 2017 - Oct 2023
2.92%
24 out of 823
Euro Inflation Adjusted +2.84% +12.90%
Mar 1982 - Feb 1988
-5.31%
Jul 1976 - Jun 1982
21.87%
180 out of 823
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 +4.97% +14.63%
Oct 1981 - Sep 1988
-1.14%
Nov 2016 - Oct 2023
0.99%
8 out of 811
Euro Inflation Adjusted +2.82% +12.52%
Oct 1981 - Sep 1988
-4.40%
Mar 1973 - Feb 1980
21.09%
171 out of 811
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 +5.23% +13.72%
Oct 1981 - Sep 1989
-0.75%
Oct 1973 - Sep 1981
0.63%
5 out of 799
Euro Inflation Adjusted +3.06% +11.48%
Oct 1981 - Sep 1989
-5.48%
Oct 1973 - Sep 1981
19.77%
158 out of 799
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 +5.37% +13.89%
Jul 1984 - Jun 1993
-0.38%
Oct 1972 - Sep 1981
0.51%
4 out of 787
Euro Inflation Adjusted +3.04% +11.32%
Jul 1984 - Jun 1993
-5.26%
Oct 1972 - Sep 1981
15.76%
124 out of 787
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 +5.31% +13.42%
Oct 1981 - Sep 1991
-0.12%
Oct 1971 - Sep 1981
0.13%
1 out of 775
Euro Inflation Adjusted +3.27% +10.76%
Jul 1982 - Jun 1992
-5.09%
Oct 1971 - Sep 1981
16.39%
127 out of 775
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 +5.31% +13.89%
Oct 1981 - Sep 1992
+0.26%
Nov 2012 - Oct 2023
0.00%
0 out of 763
Euro Inflation Adjusted +3.25% +11.25%
Jul 1982 - Jun 1993
-3.96%
Apr 1971 - Mar 1982
17.30%
132 out of 763
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 +5.28% +14.34%
Oct 1981 - Sep 1993
+1.20%
Nov 2011 - Oct 2023
0.00%
0 out of 751
Euro Inflation Adjusted +3.24% +11.44%
Oct 1981 - Sep 1993
-3.12%
Sep 1969 - Aug 1981
17.04%
128 out of 751
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 +5.40% +13.03%
Oct 1981 - Sep 1994
+1.10%
Oct 1968 - Sep 1981
0.00%
0 out of 739
Euro Inflation Adjusted +3.22% +10.29%
Jul 1982 - Jun 1995
-3.65%
Oct 1968 - Sep 1981
14.88%
110 out of 739
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 +5.54% +13.21%
Oct 1981 - Sep 1995
+1.31%
Oct 1967 - Sep 1981
0.00%
0 out of 727
Euro Inflation Adjusted +3.27% +10.33%
Oct 1981 - Sep 1995
-3.21%
Oct 1967 - Sep 1981
14.17%
103 out of 727
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 +5.62% +12.55%
Oct 1981 - Sep 1996
+1.48%
Oct 1966 - Sep 1981
0.00%
0 out of 715
Euro Inflation Adjusted +3.30% +9.73%
Oct 1981 - Sep 1996
-2.86%
Oct 1966 - Sep 1981
12.87%
92 out of 715
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 +5.75% +12.30%
Oct 1981 - Sep 1997
+1.38%
Oct 1965 - Sep 1981
0.00%
0 out of 703
Euro Inflation Adjusted +3.28% +9.55%
Oct 1981 - Sep 1997
-2.87%
Oct 1965 - Sep 1981
12.38%
87 out of 703
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 +5.94% +12.17%
Oct 1981 - Sep 1998
+1.47%
Oct 1964 - Sep 1981
0.00%
0 out of 691
Euro Inflation Adjusted +3.41% +9.52%
Oct 1981 - Sep 1998
-2.75%
Oct 1964 - Sep 1981
11.87%
82 out of 691
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 +5.85% +11.19%
Oct 1981 - Sep 1999
+1.59%
Oct 1963 - Sep 1981
0.00%
0 out of 679
Euro Inflation Adjusted +3.60% +8.64%
Oct 1981 - Sep 1999
-2.55%
Oct 1963 - Sep 1981
10.75%
73 out of 679
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 +5.88% +10.81%
Oct 1981 - Sep 2000
+1.70%
Oct 1962 - Sep 1981
0.00%
0 out of 667
Euro Inflation Adjusted +3.62% +8.26%
Oct 1981 - Sep 2000
-2.37%
Oct 1962 - Sep 1981
9.60%
64 out of 667
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 +5.91% +10.94%
Oct 1981 - Sep 2001
+1.87%
Oct 1961 - Sep 1981
0.00%
0 out of 655
Euro Inflation Adjusted +3.62% +8.39%
Oct 1981 - Sep 2001
-2.11%
Oct 1961 - Sep 1981
10.23%
67 out of 655
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 Investment Grade Corporate Bond (LQD) to EUR Hedged ETF: Historical Returns page.