Consolidated Returns as of 30 June 2024
Holding the iShares USD Treasury Bond 1-3yr EUR Hedged (2B7S.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~75 years), the longest period with a negative return lasted 168 months (from October 2009 to September 2023).
This means that every rolling period of 169 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares USD Treasury Bond 1-3yr EUR Hedged (2B7S.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 -0.36% (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 | +3.96% |
+20.44%
Oct 1981 - Sep 1982 |
-6.51%
Nov 2021 - Oct 2022 |
12.34%
109 out of 883 |
Euro Inflation Adjusted | +1.44% |
+14.86%
Oct 1981 - Sep 1982 |
-15.49%
Nov 2021 - Oct 2022 |
36.69%
324 out of 883 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.46% |
+15.13%
Oct 1990 - Sep 1992 |
-3.79%
Nov 2020 - Oct 2022 |
8.04%
70 out of 871 |
Euro Inflation Adjusted | +1.84% |
+12.29%
Sep 1984 - Aug 1986 |
-10.37%
Dec 2020 - Nov 2022 |
29.28%
255 out of 871 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.68% |
+14.27%
May 1990 - Apr 1993 |
-2.54%
Jul 2020 - Jun 2023 |
7.92%
68 out of 859 |
Euro Inflation Adjusted | +2.35% |
+9.94%
May 1990 - Apr 1993 |
-7.82%
Oct 2020 - Sep 2023 |
29.57%
254 out of 859 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.78% |
+12.61%
Apr 1989 - Mar 1993 |
-1.52%
May 2020 - Apr 2024 |
6.85%
58 out of 847 |
Euro Inflation Adjusted | +2.24% |
+8.87%
Jul 1982 - Jun 1986 |
-5.82%
May 2020 - Apr 2024 |
26.33%
223 out of 847 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.97% |
+11.62%
Sep 1981 - Aug 1986 |
-1.17%
Nov 2017 - Oct 2022 |
7.43%
62 out of 835 |
Euro Inflation Adjusted | +2.00% |
+9.07%
Sep 1981 - Aug 1986 |
-4.45%
Nov 2017 - Oct 2022 |
23.59%
197 out of 835 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.88% |
+10.30%
Jun 1989 - May 1995 |
-1.16%
Nov 2016 - Oct 2022 |
7.05%
58 out of 823 |
Euro Inflation Adjusted | +1.96% |
+7.69%
Sep 1981 - Aug 1987 |
-4.19%
Sep 2017 - Aug 2023 |
21.39%
176 out of 823 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.86% |
+9.99%
Feb 1989 - Jan 1996 |
-1.04%
Jul 2016 - Jun 2023 |
6.29%
51 out of 811 |
Euro Inflation Adjusted | +1.89% |
+7.02%
Oct 1981 - Sep 1988 |
-3.92%
Oct 2016 - Sep 2023 |
19.61%
159 out of 811 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.05% |
+9.46%
Oct 1984 - Sep 1992 |
-0.85%
Mar 2015 - Feb 2023 |
3.88%
31 out of 799 |
Euro Inflation Adjusted | +1.98% |
+7.04%
Oct 1984 - Sep 1992 |
-3.48%
Oct 2015 - Sep 2023 |
16.65%
133 out of 799 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.03% |
+9.78%
Jul 1984 - Jun 1993 |
-0.73%
Mar 2014 - Feb 2023 |
3.81%
30 out of 787 |
Euro Inflation Adjusted | +2.03% |
+7.31%
Jul 1984 - Jun 1993 |
-3.05%
Nov 2014 - Oct 2023 |
14.36%
113 out of 787 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+9.20%
Sep 1983 - Aug 1993 |
-0.63%
Mar 2013 - Feb 2023 |
3.87%
30 out of 775 |
Euro Inflation Adjusted | +2.11% |
+6.71%
Sep 1983 - Aug 1993 |
-2.77%
Nov 2013 - Oct 2023 |
13.55%
105 out of 775 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.98% |
+9.80%
Oct 1981 - Sep 1992 |
-0.51%
Aug 2012 - Jul 2023 |
3.54%
27 out of 763 |
Euro Inflation Adjusted | +2.11% |
+7.10%
Oct 1981 - Sep 1992 |
-2.59%
Aug 2012 - Jul 2023 |
13.24%
101 out of 763 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.96% |
+9.93%
Sep 1981 - Aug 1993 |
-0.39%
Oct 2011 - Sep 2023 |
3.33%
25 out of 751 |
Euro Inflation Adjusted | +2.21% |
+7.13%
Oct 1981 - Sep 1993 |
-2.52%
Sep 2011 - Aug 2023 |
10.25%
77 out of 751 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.98% |
+9.41%
Sep 1981 - Aug 1994 |
-0.23%
Nov 2010 - Oct 2023 |
2.98%
22 out of 739 |
Euro Inflation Adjusted | +2.27% |
+6.59%
Sep 1981 - Aug 1994 |
-2.39%
Oct 2010 - Sep 2023 |
8.12%
60 out of 739 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.98% |
+9.32%
Sep 1981 - Aug 1995 |
-0.01%
Nov 2009 - Oct 2023 |
0.28%
2 out of 727 |
Euro Inflation Adjusted | +2.24% |
+6.52%
Sep 1981 - Aug 1995 |
-2.15%
Oct 2009 - Sep 2023 |
9.08%
66 out of 727 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.99% |
+8.95%
Sep 1981 - Aug 1996 |
+0.15%
May 2009 - Apr 2024 |
0.00%
0 out of 715 |
Euro Inflation Adjusted | +2.19% |
+6.22%
Oct 1981 - Sep 1996 |
-1.94%
May 2009 - Apr 2024 |
8.11%
58 out of 715 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.08% |
+8.80%
Mar 1980 - Feb 1996 |
+0.49%
Apr 2008 - Mar 2024 |
0.00%
0 out of 703 |
Euro Inflation Adjusted | +2.17% |
+6.09%
Oct 1981 - Sep 1997 |
-1.50%
May 2008 - Apr 2024 |
8.68%
61 out of 703 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.11% |
+8.67%
Oct 1981 - Sep 1998 |
+0.89%
Nov 2006 - Oct 2023 |
0.00%
0 out of 691 |
Euro Inflation Adjusted | +2.22% |
+6.11%
Oct 1981 - Sep 1998 |
-1.21%
Nov 2006 - Oct 2023 |
7.38%
51 out of 691 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.24% |
+8.35%
Mar 1980 - Feb 1998 |
+0.86%
Nov 2004 - Oct 2022 |
0.00%
0 out of 679 |
Euro Inflation Adjusted | +2.16% |
+5.68%
Oct 1981 - Sep 1999 |
-1.20%
Jul 2005 - Jun 2023 |
6.04%
41 out of 679 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.27% |
+8.14%
Mar 1980 - Feb 1999 |
+0.84%
Nov 2004 - Oct 2023 |
0.00%
0 out of 667 |
Euro Inflation Adjusted | +2.11% |
+5.42%
Sep 1981 - Aug 2000 |
-1.25%
Oct 2004 - Sep 2023 |
5.25%
35 out of 667 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.36% |
+8.03%
Oct 1981 - Sep 2001 |
+0.90%
Oct 2003 - Sep 2023 |
0.00%
0 out of 655 |
Euro Inflation Adjusted | +2.18% |
+5.55%
Oct 1981 - Sep 2001 |
-1.20%
Oct 2003 - Sep 2023 |
4.58%
30 out of 655 |
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To obtain comprehensive information, please consult the iShares USD Treasury Bond 1-3yr EUR Hedged (2B7S.DE) ETF: Historical Returns page.