iShares US Aggregate Bond (EUNX.DE): Rolling Returns

Data Source: from January 1975 to April 2024 (~49 years)
Consolidated Returns as of 30 April 2024

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

Considering all the available data source (~49 years), the longest period with a negative return lasted 121 months (from April 2001 to April 2011).

This means that every rolling period of 122 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares US Aggregate Bond (EUNX.DE) 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 US AGGREGATE BOND (EUNX.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 3.61% (updated at Apr 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 US AGGREGATE BOND (EUNX.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1975 - 30 April 2024 (~49 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.71% +56.91%
Nov 1981 - Oct 1982
-17.04%
Oct 1977 - Sep 1978
34.42%
200 out of 581
Euro Inflation Adjusted +3.45% +49.68%
Nov 1981 - Oct 1982
-18.87%
Oct 1977 - Sep 1978
42.51%
247 out of 581
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.77% +46.01%
Nov 1980 - Oct 1982
-11.89%
Feb 2002 - Jan 2004
27.59%
157 out of 569
Euro Inflation Adjusted +3.22% +37.57%
Nov 1980 - Oct 1982
-13.64%
Feb 2002 - Jan 2004
37.08%
211 out of 569
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.51% +35.86%
Mar 1980 - Feb 1983
-8.81%
Mar 2002 - Feb 2005
19.21%
107 out of 557
Euro Inflation Adjusted +3.52% +30.94%
Feb 1982 - Jan 1985
-10.61%
Mar 2002 - Feb 2005
30.88%
172 out of 557
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.96% +34.29%
Dec 1980 - Nov 1984
-4.54%
Apr 2001 - Mar 2005
13.21%
72 out of 545
Euro Inflation Adjusted +3.90% +28.96%
Dec 1980 - Nov 1984
-6.66%
May 2020 - Apr 2024
25.14%
137 out of 545
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.10% +33.31%
Mar 1980 - Feb 1985
-3.92%
Feb 2002 - Jan 2007
9.01%
48 out of 533
Euro Inflation Adjusted +3.96% +28.05%
Mar 1980 - Feb 1985
-5.87%
Jun 2001 - May 2006
19.70%
105 out of 533
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.67% +24.61%
Mar 1979 - Feb 1985
-4.62%
Apr 2002 - Mar 2008
6.14%
32 out of 521
Euro Inflation Adjusted +4.29% +20.26%
Apr 1980 - Mar 1986
-6.79%
Apr 2002 - Mar 2008
15.74%
82 out of 521
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.53% +21.53%
Oct 1978 - Sep 1985
-3.91%
Jul 2001 - Jun 2008
5.70%
29 out of 509
Euro Inflation Adjusted +4.39% +16.74%
Oct 1978 - Sep 1985
-6.13%
Jul 2001 - Jun 2008
13.56%
69 out of 509
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.44% +18.04%
Oct 1978 - Sep 1986
-1.43%
Nov 2001 - Oct 2009
4.02%
20 out of 497
Euro Inflation Adjusted +4.52% +14.00%
Oct 1978 - Sep 1986
-3.40%
Nov 2001 - Oct 2009
13.08%
65 out of 497
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.71% +16.32%
Sep 1980 - Aug 1989
-0.48%
May 2002 - Apr 2011
1.24%
6 out of 485
Euro Inflation Adjusted +4.75% +13.44%
Sep 1980 - Aug 1989
-2.52%
May 2002 - Apr 2011
9.69%
47 out of 485
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.28% +16.87%
Jun 1975 - May 1985
-0.14%
Jul 2001 - Jun 2011
0.42%
2 out of 473
Euro Inflation Adjusted +4.57% +12.39%
Jun 1975 - May 1985
-2.15%
Jul 2001 - Jun 2011
5.50%
26 out of 473
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.03% +14.47%
Apr 1975 - Mar 1986
+0.86%
Feb 2002 - Jan 2013
0.00%
0 out of 461
Euro Inflation Adjusted +4.16% +11.01%
Sep 1980 - Aug 1991
-1.16%
Feb 2002 - Jan 2013
6.72%
31 out of 461
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.05% +14.13%
Mar 1980 - Feb 1992
+0.68%
Mar 2002 - Feb 2014
0.00%
0 out of 449
Euro Inflation Adjusted +4.08% +10.88%
Mar 1980 - Feb 1992
-1.23%
Mar 2002 - Feb 2014
3.56%
16 out of 449
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.98% +14.48%
Mar 1980 - Feb 1993
+1.11%
Jul 2001 - Jun 2014
0.00%
0 out of 437
Euro Inflation Adjusted +4.17% +11.18%
Mar 1980 - Feb 1993
-0.80%
Jul 2001 - Jun 2014
2.75%
12 out of 437
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.25% +14.11%
Mar 1980 - Feb 1994
+2.28%
Nov 2000 - Oct 2014
0.00%
0 out of 425
Euro Inflation Adjusted +4.09% +10.81%
Mar 1980 - Feb 1994
+0.27%
May 2000 - Apr 2014
0.00%
0 out of 425
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.20% +12.97%
Oct 1978 - Sep 1993
+2.62%
Feb 2002 - Jan 2017
0.00%
0 out of 413
Euro Inflation Adjusted +3.93% +9.45%
Oct 1978 - Sep 1993
+0.96%
Feb 2002 - Jan 2017
0.00%
0 out of 413
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.20% +12.46%
Mar 1980 - Feb 1996
+1.67%
Feb 2002 - Jan 2018
0.00%
0 out of 401
Euro Inflation Adjusted +4.00% +9.27%
Mar 1980 - Feb 1996
+0.04%
Feb 2002 - Jan 2018
0.00%
0 out of 401
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.22% +12.61%
Mar 1980 - Feb 1997
+2.09%
Apr 2001 - Mar 2018
0.00%
0 out of 389
Euro Inflation Adjusted +3.97% +9.49%
Mar 1980 - Feb 1997
+0.38%
Apr 2001 - Mar 2018
0.00%
0 out of 389
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.04% +12.81%
Mar 1980 - Feb 1998
+2.57%
Nov 2000 - Oct 2018
0.00%
0 out of 377
Euro Inflation Adjusted +3.82% +9.79%
Mar 1980 - Feb 1998
+0.82%
Nov 2000 - Oct 2018
0.00%
0 out of 377
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.99% +12.38%
Mar 1980 - Feb 1999
+2.27%
Mar 2002 - Feb 2021
0.00%
0 out of 365
Euro Inflation Adjusted +3.71% +9.48%
Mar 1980 - Feb 1999
+0.72%
Mar 2002 - Feb 2021
0.00%
0 out of 365
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.02% +12.87%
Nov 1980 - Oct 2000
+2.30%
Jun 2001 - May 2021
0.00%
0 out of 353
Euro Inflation Adjusted +3.82% +10.03%
Nov 1980 - Oct 2000
+0.57%
Apr 2002 - Mar 2022
0.00%
0 out of 353
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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