iShares USD High Yield Corporate Bond EUR Hedged (UEEF.DE): Rolling Returns

Data Source: from January 1979 to May 2024 (~45 years)
Consolidated Returns as of 31 May 2024

Holding the iShares USD High Yield Corporate Bond EUR Hedged (UEEF.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~45 years), the longest period with a negative return lasted 115 months (from May 1999 to November 2008).

This means that every rolling period of 116 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares USD High Yield Corporate Bond EUR Hedged (UEEF.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 USD HIGH YIELD CORPORATE BOND EUR HEDGED (UEEF.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been 1.52% (updated at May 31, 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 USD HIGH YIELD CORPORATE BOND EUR HEDGED (UEEF.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 January 1979 - 31 May 2024 (~45 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.63% +46.04%
Dec 2008 - Nov 2009
-28.06%
Dec 2007 - Nov 2008
22.47%
120 out of 534
Euro Inflation Adjusted +3.57% +45.34%
Dec 2008 - Nov 2009
-29.56%
Dec 2007 - Nov 2008
32.58%
174 out of 534
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 +5.90% +29.49%
Mar 2009 - Feb 2011
-14.75%
Dec 2006 - Nov 2008
15.52%
81 out of 522
Euro Inflation Adjusted +3.91% +27.41%
Mar 2009 - Feb 2011
-16.90%
Dec 2006 - Nov 2008
25.48%
133 out of 522
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 +6.33% +26.55%
Nov 1990 - Oct 1993
-8.44%
Dec 2005 - Nov 2008
10.00%
51 out of 510
Euro Inflation Adjusted +4.22% +22.25%
Nov 1990 - Oct 1993
-10.54%
Dec 2005 - Nov 2008
20.00%
102 out of 510
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 +6.28% +19.56%
Nov 1990 - Oct 1994
-6.03%
Dec 2004 - Nov 2008
5.42%
27 out of 498
Euro Inflation Adjusted +4.10% +17.06%
Dec 2008 - Nov 2012
-8.17%
Dec 2004 - Nov 2008
13.65%
68 out of 498
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 +6.12% +18.96%
Nov 1990 - Oct 1995
-3.01%
Dec 2003 - Nov 2008
3.09%
15 out of 486
Euro Inflation Adjusted +3.99% +15.33%
Nov 1990 - Oct 1995
-5.20%
Dec 2003 - Nov 2008
10.29%
50 out of 486
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 +6.31% +17.05%
Nov 1990 - Oct 1996
-0.33%
Nov 2017 - Oct 2023
0.63%
3 out of 474
Euro Inflation Adjusted +4.32% +13.68%
Nov 1990 - Oct 1996
-3.56%
Nov 2017 - Oct 2023
6.33%
30 out of 474
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 +6.33% +16.30%
Nov 1990 - Oct 1997
+0.25%
Dec 2001 - Nov 2008
0.00%
0 out of 462
Euro Inflation Adjusted +4.40% +13.18%
Nov 1990 - Oct 1997
-2.33%
Nov 2016 - Oct 2023
6.49%
30 out of 462
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 +6.12% +14.69%
Dec 1990 - Nov 1998
+0.48%
Jul 2014 - Jun 2022
0.00%
0 out of 450
Euro Inflation Adjusted +4.38% +11.86%
Dec 1990 - Nov 1998
-1.73%
Nov 2014 - Oct 2022
6.44%
29 out of 450
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 +6.38% +13.00%
Nov 1990 - Oct 1999
+0.30%
Dec 1999 - Nov 2008
0.00%
0 out of 438
Euro Inflation Adjusted +4.43% +10.36%
Nov 1990 - Oct 1999
-1.93%
Dec 1999 - Nov 2008
6.62%
29 out of 438
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 +6.45% +11.73%
Jul 1984 - Jun 1994
+0.21%
Dec 1998 - Nov 2008
0.00%
0 out of 426
Euro Inflation Adjusted +4.44% +9.16%
Jul 1984 - Jun 1994
-1.94%
Dec 1998 - Nov 2008
6.57%
28 out of 426
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 +6.52% +12.32%
Jul 1982 - Jun 1993
+0.71%
Dec 1997 - Nov 2008
0.00%
0 out of 414
Euro Inflation Adjusted +4.42% +9.71%
Jul 1982 - Jun 1993
-1.32%
Dec 1997 - Nov 2008
2.90%
12 out of 414
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 +6.53% +12.83%
Nov 1981 - Oct 1993
+1.48%
Dec 1996 - Nov 2008
0.00%
0 out of 402
Euro Inflation Adjusted +4.43% +10.00%
Nov 1981 - Oct 1993
-0.53%
Dec 1996 - Nov 2008
0.50%
2 out of 402
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 +6.49% +12.06%
Oct 1981 - Sep 1994
+2.06%
Dec 1995 - Nov 2008
0.00%
0 out of 390
Euro Inflation Adjusted +4.52% +9.21%
Oct 1981 - Sep 1994
+0.03%
Dec 1995 - Nov 2008
0.00%
0 out of 390
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 +6.17% +12.29%
Oct 1981 - Sep 1995
+3.09%
Mar 1995 - Feb 2009
0.00%
0 out of 378
Euro Inflation Adjusted +4.26% +9.43%
Oct 1981 - Sep 1995
+1.09%
Dec 1994 - Nov 2008
0.00%
0 out of 378
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 +6.06% +12.04%
Oct 1981 - Sep 1996
+2.92%
Dec 1993 - Nov 2008
0.00%
0 out of 366
Euro Inflation Adjusted +4.26% +9.24%
Oct 1981 - Sep 1996
+0.81%
Dec 1993 - Nov 2008
0.00%
0 out of 366
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 +5.97% +12.06%
Oct 1981 - Sep 1997
+3.36%
Jun 2007 - May 2023
0.00%
0 out of 354
Euro Inflation Adjusted +4.10% +9.32%
Oct 1981 - Sep 1997
+1.26%
Jun 2007 - May 2023
0.00%
0 out of 354
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 +6.04% +11.59%
Oct 1981 - Sep 1998
+3.45%
Nov 2006 - Oct 2023
0.00%
0 out of 342
Euro Inflation Adjusted +4.09% +8.95%
Oct 1981 - Sep 1998
+1.30%
Nov 2006 - Oct 2023
0.00%
0 out of 342
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 +6.54% +10.94%
Oct 1981 - Sep 1999
+3.44%
Jan 2005 - Dec 2022
0.00%
0 out of 330
Euro Inflation Adjusted +4.42% +8.39%
Oct 1981 - Sep 1999
+1.37%
Nov 2004 - Oct 2022
0.00%
0 out of 330
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 +6.66% +10.44%
Oct 1981 - Sep 2000
+3.40%
Nov 2004 - Oct 2023
0.00%
0 out of 318
Euro Inflation Adjusted +4.49% +7.90%
Oct 1981 - Sep 2000
+1.26%
Nov 2004 - Oct 2023
0.00%
0 out of 318
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 +6.99% +9.69%
Sep 1981 - Aug 2001
+3.77%
Nov 2003 - Oct 2023
0.00%
0 out of 306
Euro Inflation Adjusted +4.61% +7.16%
Sep 1981 - Aug 2001
+1.61%
Nov 2003 - Oct 2023
0.00%
0 out of 306
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 USD High Yield Corporate Bond EUR Hedged (UEEF.DE) ETF: Historical Returns page.