Consolidated Returns as of 30 June 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 (~46 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
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The annualized return of the last 10 years has been 1.55% (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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.63% |
+46.04%
Dec 2008 - Nov 2009 |
-28.06%
Dec 2007 - Nov 2008 |
22.43%
120 out of 535 |
Euro Inflation Adjusted | +3.58% |
+45.34%
Dec 2008 - Nov 2009 |
-29.56%
Dec 2007 - Nov 2008 |
32.52%
174 out of 535 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.96% |
+29.49%
Mar 2009 - Feb 2011 |
-14.75%
Dec 2006 - Nov 2008 |
15.49%
81 out of 523 |
Euro Inflation Adjusted | +3.91% |
+27.41%
Mar 2009 - Feb 2011 |
-16.90%
Dec 2006 - Nov 2008 |
25.43%
133 out of 523 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.33% |
+26.55%
Nov 1990 - Oct 1993 |
-8.44%
Dec 2005 - Nov 2008 |
10.18%
52 out of 511 |
Euro Inflation Adjusted | +4.22% |
+22.25%
Nov 1990 - Oct 1993 |
-10.54%
Dec 2005 - Nov 2008 |
20.16%
103 out of 511 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.28% |
+19.56%
Nov 1990 - Oct 1994 |
-6.03%
Dec 2004 - Nov 2008 |
5.41%
27 out of 499 |
Euro Inflation Adjusted | +4.10% |
+17.06%
Dec 2008 - Nov 2012 |
-8.17%
Dec 2004 - Nov 2008 |
13.83%
69 out of 499 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.12% |
+18.96%
Nov 1990 - Oct 1995 |
-3.01%
Dec 2003 - Nov 2008 |
3.08%
15 out of 487 |
Euro Inflation Adjusted | +3.99% |
+15.33%
Nov 1990 - Oct 1995 |
-5.20%
Dec 2003 - Nov 2008 |
10.47%
51 out of 487 |
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Annualized Rolling Returns - 6 Years (72 months)
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 475 |
Euro Inflation Adjusted | +4.32% |
+13.68%
Nov 1990 - Oct 1996 |
-3.56%
Nov 2017 - Oct 2023 |
6.53%
31 out of 475 |
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Annualized Rolling Returns - 7 Years (84 months)
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 463 |
Euro Inflation Adjusted | +4.40% |
+13.18%
Nov 1990 - Oct 1997 |
-2.33%
Nov 2016 - Oct 2023 |
6.70%
31 out of 463 |
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Annualized Rolling Returns - 8 Years (96 months)
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 451 |
Euro Inflation Adjusted | +4.38% |
+11.86%
Dec 1990 - Nov 1998 |
-1.73%
Nov 2014 - Oct 2022 |
6.65%
30 out of 451 |
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Annualized Rolling Returns - 9 Years (108 months)
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 439 |
Euro Inflation Adjusted | +4.43% |
+10.36%
Nov 1990 - Oct 1999 |
-1.93%
Dec 1999 - Nov 2008 |
6.83%
30 out of 439 |
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Annualized Rolling Returns - 10 Years (120 months)
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 427 |
Euro Inflation Adjusted | +4.44% |
+9.16%
Jul 1984 - Jun 1994 |
-1.94%
Dec 1998 - Nov 2008 |
6.79%
29 out of 427 |
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Annualized Rolling Returns - 11 Years (132 months)
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 415 |
Euro Inflation Adjusted | +4.42% |
+9.71%
Jul 1982 - Jun 1993 |
-1.32%
Dec 1997 - Nov 2008 |
2.89%
12 out of 415 |
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Annualized Rolling Returns - 12 Years (144 months)
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 403 |
Euro Inflation Adjusted | +4.43% |
+10.00%
Nov 1981 - Oct 1993 |
-0.53%
Dec 1996 - Nov 2008 |
0.50%
2 out of 403 |
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Annualized Rolling Returns - 13 Years (156 months)
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 391 |
Euro Inflation Adjusted | +4.52% |
+9.21%
Oct 1981 - Sep 1994 |
+0.03%
Dec 1995 - Nov 2008 |
0.00%
0 out of 391 |
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Annualized Rolling Returns - 14 Years (168 months)
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 379 |
Euro Inflation Adjusted | +4.26% |
+9.43%
Oct 1981 - Sep 1995 |
+1.09%
Dec 1994 - Nov 2008 |
0.00%
0 out of 379 |
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Annualized Rolling Returns - 15 Years (180 months)
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 367 |
Euro Inflation Adjusted | +4.26% |
+9.24%
Oct 1981 - Sep 1996 |
+0.81%
Dec 1993 - Nov 2008 |
0.00%
0 out of 367 |
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Annualized Rolling Returns - 16 Years (192 months)
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 355 |
Euro Inflation Adjusted | +4.10% |
+9.32%
Oct 1981 - Sep 1997 |
+1.26%
Jun 2007 - May 2023 |
0.00%
0 out of 355 |
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Annualized Rolling Returns - 17 Years (204 months)
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 343 |
Euro Inflation Adjusted | +4.09% |
+8.95%
Oct 1981 - Sep 1998 |
+1.30%
Nov 2006 - Oct 2023 |
0.00%
0 out of 343 |
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Annualized Rolling Returns - 18 Years (216 months)
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 331 |
Euro Inflation Adjusted | +4.42% |
+8.39%
Oct 1981 - Sep 1999 |
+1.37%
Nov 2004 - Oct 2022 |
0.00%
0 out of 331 |
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Annualized Rolling Returns - 19 Years (228 months)
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 319 |
Euro Inflation Adjusted | +4.49% |
+7.90%
Oct 1981 - Sep 2000 |
+1.26%
Nov 2004 - Oct 2023 |
0.00%
0 out of 319 |
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Annualized Rolling Returns - 20 Years (240 months)
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 307 |
Euro Inflation Adjusted | +4.61% |
+7.16%
Sep 1981 - Aug 2001 |
+1.61%
Nov 2003 - Oct 2023 |
0.00%
0 out of 307 |
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To obtain comprehensive information, please consult the iShares USD High Yield Corporate Bond EUR Hedged (UEEF.DE) ETF: Historical Returns page.