iShares USD High Yield Corporate Bond (IS0R.DE): Rolling Returns

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Period: January 1979 - May 2025 (~46 years)
Currency: EUR
Inflation: Eurozone
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When holding the iShares USD High Yield Corporate Bond (IS0R.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~46 years), the longest duration with a negative return was 134 months (from February 1998 to March 2009).

This indicates that, within the same timeframe, any rolling period of 135 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.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

ISHARES USD HIGH YIELD CORPORATE BOND (IS0R.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1979 - 31 May 2025 (~46 years)

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As of May 31, 2025, the annualized return of the previous 10 years has been 3.75%.

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 USD HIGH YIELD CORPORATE BOND (IS0R.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1979 - 31 May 2025 (~46 years)
Eurozone Inflation Adjusted:

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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.

ISHARES USD HIGH YIELD CORPORATE BOND (IS0R.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1979 - 31 May 2025 (~46 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-26.23%
Nov 1989 - Oct 1990
+7.78% +58.72%
Nov 1981 - Oct 1982
28.57%
156 out of 546
-29.43%
Nov 1989 - Oct 1990
+5.21% +51.40%
Nov 1981 - Oct 1982
35.90%
196 out of 546
-13.08%
Apr 2007 - Mar 2009
+7.40% +43.17%
Feb 1982 - Jan 1984
17.23%
92 out of 534
-15.72%
Feb 1989 - Jan 1991
+5.15% +38.52%
Feb 1982 - Jan 1984
26.40%
141 out of 534
-9.94%
Dec 2005 - Nov 2008
+6.25% +38.49%
Feb 1981 - Jan 1984
13.98%
73 out of 522
-12.01%
Dec 2005 - Nov 2008
+4.71% +32.61%
Feb 1981 - Jan 1984
25.10%
131 out of 522
-5.40%
Nov 1986 - Oct 1990
+6.88% +34.30%
Feb 1981 - Jan 1985
12.35%
63 out of 510
-7.68%
Nov 1986 - Oct 1990
+4.87% +29.31%
Mar 1981 - Feb 1985
22.75%
116 out of 510
-3.93%
Nov 1985 - Oct 1990
+6.58% +32.86%
Mar 1980 - Feb 1985
10.84%
54 out of 498
-5.65%
Dec 2003 - Nov 2008
+5.16% +27.62%
Mar 1980 - Feb 1985
17.67%
88 out of 498
-4.07%
Apr 2002 - Mar 2008
+6.62% +24.97%
Mar 1979 - Feb 1985
8.64%
42 out of 486
-6.25%
Apr 2002 - Mar 2008
+4.80% +19.74%
Apr 1980 - Mar 1986
14.61%
71 out of 486
-4.66%
Apr 2002 - Mar 2009
+6.76% +20.36%
Jan 1979 - Dec 1985
5.70%
27 out of 474
-6.59%
Apr 2002 - Mar 2009
+4.91% +16.44%
Mar 1980 - Feb 1987
11.60%
55 out of 474
-4.00%
Apr 2001 - Mar 2009
+6.63% +17.57%
Oct 1980 - Sep 1988
5.63%
26 out of 462
-6.00%
Apr 2001 - Mar 2009
+4.74% +14.68%
Oct 1980 - Sep 1988
8.01%
37 out of 462
-2.12%
Apr 2000 - Mar 2009
+6.82% +16.94%
Sep 1980 - Aug 1989
3.56%
16 out of 450
-4.17%
Apr 2000 - Mar 2009
+4.93% +14.04%
Sep 1980 - Aug 1989
9.33%
42 out of 450
-0.82%
Apr 1999 - Mar 2009
+6.97% +16.29%
Nov 1990 - Oct 2000
0.91%
4 out of 438
-2.88%
Apr 1999 - Mar 2009
+5.12% +13.58%
Nov 1990 - Oct 2000
10.73%
47 out of 438
-0.37%
Apr 1998 - Mar 2009
+6.82% +14.62%
Feb 1991 - Jan 2002
0.23%
1 out of 426
-2.33%
Apr 1998 - Mar 2009
+4.98% +11.98%
Feb 1991 - Jan 2002
6.34%
27 out of 426
+1.42%
Mar 1997 - Feb 2009
+6.80% +13.53%
Mar 1980 - Feb 1992
0.00%
0 out of 414
-0.48%
Mar 1997 - Feb 2009
+4.73% +10.68%
Nov 1981 - Oct 1993
1.69%
7 out of 414
+2.55%
Jun 2001 - May 2014
+6.95% +14.65%
Aug 1980 - Jul 1993
0.00%
0 out of 402
+0.50%
Nov 2000 - Oct 2013
+4.95% +11.39%
Aug 1980 - Jul 1993
0.00%
0 out of 402
+3.08%
May 2000 - Apr 2014
+6.82% +14.47%
Mar 1980 - Feb 1994
0.00%
0 out of 390
+1.03%
May 2000 - Apr 2014
+4.78% +11.17%
Mar 1980 - Feb 1994
0.00%
0 out of 390
+2.57%
Dec 1993 - Nov 2008
+6.96% +13.48%
Jan 1979 - Dec 1993
0.00%
0 out of 378
+0.47%
Dec 1993 - Nov 2008
+4.71% +9.96%
Jan 1979 - Dec 1993
0.00%
0 out of 378
+3.57%
Feb 2002 - Jan 2018
+6.26% +12.95%
Mar 1980 - Feb 1996
0.00%
0 out of 366
+1.53%
Apr 1993 - Mar 2009
+4.31% +9.78%
Oct 1981 - Sep 1997
0.00%
0 out of 366
+3.47%
Apr 2001 - Mar 2018
+6.11% +13.61%
Aug 1980 - Jul 1997
0.00%
0 out of 354
+1.74%
Apr 2001 - Mar 2018
+4.17% +10.56%
Aug 1980 - Jul 1997
0.00%
0 out of 354
+3.84%
Nov 2000 - Oct 2018
+6.13% +13.66%
Mar 1980 - Feb 1998
0.00%
0 out of 342
+2.07%
Nov 2000 - Oct 2018
+4.01% +10.62%
Mar 1980 - Feb 1998
0.00%
0 out of 342
+3.68%
Apr 2001 - Mar 2020
+6.21% +13.06%
Mar 1980 - Feb 1999
0.00%
0 out of 330
+2.02%
Apr 2001 - Mar 2020
+3.99% +10.15%
Mar 1980 - Feb 1999
0.00%
0 out of 330
+3.67%
Jun 2001 - May 2021
+6.27% +13.41%
Oct 1980 - Sep 2000
0.00%
0 out of 318
+2.01%
Apr 1989 - Mar 2009
+4.14% +10.56%
Sep 1980 - Aug 2000
0.00%
0 out of 318
+4.23%
May 2000 - Apr 2025
+6.40% +10.43%
Oct 1980 - Sep 2005
0.00%
0 out of 258
+2.04%
May 2000 - Apr 2025
+4.33% +7.73%
Oct 1980 - Sep 2005
0.00%
0 out of 258
+5.43%
Aug 1993 - Jul 2023
+6.77% +9.17%
Sep 1980 - Aug 2010
0.00%
0 out of 198
+3.30%
Aug 1993 - Jul 2023
+4.67% +6.63%
Sep 1980 - Aug 2010
0.00%
0 out of 198
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