Consolidated Returns as of 30 June 2024
Holding the iShares USD TIPS EUR Hedged (IBC5.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~40 years), the longest period with a negative return lasted 144 months (from June 2012 to May 2024).
This means that every rolling period of 145 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares USD TIPS EUR Hedged (IBC5.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 0.21% (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 | +5.59% |
+37.34%
Apr 1985 - Mar 1986 |
-14.32%
Dec 2021 - Nov 2022 |
23.11%
107 out of 463 |
Euro Inflation Adjusted | +3.80% |
+37.19%
Apr 1985 - Mar 1986 |
-22.15%
Dec 2021 - Nov 2022 |
31.10%
144 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.47% |
+24.34%
Sep 1991 - Aug 1993 |
-8.65%
Nov 2021 - Oct 2023 |
15.30%
69 out of 451 |
Euro Inflation Adjusted | +4.32% |
+21.60%
Mar 1985 - Feb 1987 |
-14.38%
Nov 2021 - Oct 2023 |
25.28%
114 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.79% |
+22.37%
Sep 1990 - Aug 1993 |
-4.02%
Oct 2020 - Sep 2023 |
10.93%
48 out of 439 |
Euro Inflation Adjusted | +3.79% |
+17.92%
Oct 1990 - Sep 1993 |
-9.31%
Oct 2020 - Sep 2023 |
20.05%
88 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.12% |
+17.97%
Feb 1990 - Jan 1994 |
-1.69%
May 2020 - Apr 2024 |
8.67%
37 out of 427 |
Euro Inflation Adjusted | +4.21% |
+13.77%
Feb 1990 - Jan 1994 |
-5.99%
May 2020 - Apr 2024 |
15.93%
68 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.72% |
+16.12%
Sep 1988 - Aug 1993 |
-0.95%
May 2013 - Apr 2018 |
4.10%
17 out of 415 |
Euro Inflation Adjusted | +4.64% |
+12.15%
Feb 1989 - Jan 1994 |
-3.61%
Oct 2018 - Sep 2023 |
15.90%
66 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.78% |
+14.94%
Oct 1987 - Sep 1993 |
-1.33%
Dec 2012 - Nov 2018 |
4.96%
20 out of 403 |
Euro Inflation Adjusted | +4.68% |
+11.33%
Oct 1987 - Sep 1993 |
-3.72%
Nov 2017 - Oct 2023 |
12.41%
50 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.63% |
+13.46%
Jan 1989 - Dec 1995 |
-0.64%
Nov 2016 - Oct 2023 |
4.35%
17 out of 391 |
Euro Inflation Adjusted | +4.54% |
+9.84%
Jan 1989 - Dec 1995 |
-3.59%
Nov 2016 - Oct 2023 |
12.53%
49 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.51% |
+13.22%
Oct 1985 - Sep 1993 |
-0.02%
May 2016 - Apr 2024 |
0.26%
1 out of 379 |
Euro Inflation Adjusted | +4.37% |
+10.70%
Mar 1985 - Feb 1993 |
-2.85%
May 2016 - Apr 2024 |
11.35%
43 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.83% |
+13.16%
Mar 1985 - Feb 1994 |
-0.18%
Nov 2014 - Oct 2023 |
0.54%
2 out of 367 |
Euro Inflation Adjusted | +4.70% |
+10.57%
Mar 1985 - Feb 1994 |
-2.56%
Nov 2014 - Oct 2023 |
8.17%
30 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.99% |
+11.82%
Mar 1985 - Feb 1995 |
-0.36%
Dec 2012 - Nov 2022 |
2.54%
9 out of 355 |
Euro Inflation Adjusted | +4.87% |
+9.23%
Mar 1985 - Feb 1995 |
-2.34%
Dec 2012 - Nov 2022 |
7.61%
27 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.99% |
+12.14%
Jan 1985 - Dec 1995 |
-0.59%
Nov 2012 - Oct 2023 |
2.92%
10 out of 343 |
Euro Inflation Adjusted | +4.94% |
+9.51%
Jan 1985 - Dec 1995 |
-2.63%
Nov 2012 - Oct 2023 |
7.29%
25 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.68% |
+11.20%
Mar 1985 - Feb 1997 |
-0.03%
Jun 2012 - May 2024 |
0.30%
1 out of 331 |
Euro Inflation Adjusted | +4.68% |
+8.66%
Mar 1985 - Feb 1997 |
-2.09%
Jun 2012 - May 2024 |
6.65%
22 out of 331 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.86% |
+11.33%
Mar 1985 - Feb 1998 |
+0.81%
Nov 2010 - Oct 2023 |
0.00%
0 out of 319 |
Euro Inflation Adjusted | +4.76% |
+8.89%
Mar 1985 - Feb 1998 |
-1.36%
Nov 2010 - Oct 2023 |
6.90%
22 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.85% |
+10.92%
Jan 1985 - Dec 1998 |
+1.42%
May 2010 - Apr 2024 |
0.00%
0 out of 307 |
Euro Inflation Adjusted | +4.73% |
+8.55%
Jan 1985 - Dec 1998 |
-0.73%
May 2010 - Apr 2024 |
4.23%
13 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.83% |
+10.69%
Apr 1989 - Mar 2004 |
+1.83%
Sep 2008 - Aug 2023 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +4.81% |
+8.02%
Apr 1989 - Mar 2004 |
-0.17%
Sep 2008 - Aug 2023 |
2.71%
8 out of 295 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.69% |
+10.29%
Mar 1985 - Feb 2001 |
+1.86%
Mar 2008 - Feb 2024 |
0.00%
0 out of 283 |
Euro Inflation Adjusted | +4.65% |
+8.01%
Mar 1985 - Feb 2001 |
-0.16%
Mar 2008 - Feb 2024 |
1.77%
5 out of 283 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.73% |
+10.12%
Oct 1985 - Sep 2002 |
+2.33%
Nov 2006 - Oct 2023 |
0.00%
0 out of 271 |
Euro Inflation Adjusted | +4.65% |
+7.78%
Mar 1985 - Feb 2002 |
+0.20%
Nov 2006 - Oct 2023 |
0.00%
0 out of 271 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.58% |
+10.63%
Mar 1985 - Feb 2003 |
+2.18%
Oct 2005 - Sep 2023 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +4.63% |
+8.31%
Mar 1985 - Feb 2003 |
+0.08%
Oct 2005 - Sep 2023 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.57% |
+10.49%
Mar 1985 - Feb 2004 |
+2.18%
Nov 2004 - Oct 2023 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +4.57% |
+8.20%
Mar 1985 - Feb 2004 |
+0.07%
Nov 2004 - Oct 2023 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.33% |
+10.17%
Mar 1985 - Feb 2005 |
+2.38%
Apr 2004 - Mar 2024 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +4.43% |
+7.89%
Mar 1985 - Feb 2005 |
+0.27%
Apr 2004 - Mar 2024 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the iShares USD TIPS EUR Hedged (IBC5.DE) ETF: Historical Returns page.