Consolidated Returns as of 30 June 2024
Holding the iShares USD Treasury Bond 3-7yr Eur Hedged (CBUE.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 156 months (from November 2010 to October 2023).
This means that every rolling period of 157 months or above has always granted a positive return.
To obtain comprehensive information, please consult the iShares USD Treasury Bond 3-7yr Eur Hedged (CBUE.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 -0.46% (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 | +4.06% |
+28.81%
Oct 1981 - Sep 1982 |
-12.62%
Nov 2021 - Oct 2022 |
21.06%
186 out of 883 |
Euro Inflation Adjusted | +1.82% |
+25.89%
Apr 1985 - Mar 1986 |
-21.01%
Nov 2021 - Oct 2022 |
34.88%
308 out of 883 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.69% |
+21.58%
Jul 1984 - Jun 1986 |
-8.05%
Nov 2020 - Oct 2022 |
12.86%
112 out of 871 |
Euro Inflation Adjusted | +2.44% |
+20.50%
Sep 1984 - Aug 1986 |
-14.29%
Nov 2020 - Oct 2022 |
30.77%
268 out of 871 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.63% |
+18.53%
Oct 1990 - Sep 1993 |
-5.86%
Nov 2020 - Oct 2023 |
9.31%
80 out of 859 |
Euro Inflation Adjusted | +2.30% |
+14.35%
Oct 1990 - Sep 1993 |
-11.02%
Nov 2020 - Oct 2023 |
23.75%
204 out of 859 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.00% |
+15.70%
Oct 1989 - Sep 1993 |
-4.02%
May 2020 - Apr 2024 |
6.49%
55 out of 847 |
Euro Inflation Adjusted | +2.05% |
+13.39%
Jul 1982 - Jun 1986 |
-8.21%
May 2020 - Apr 2024 |
21.02%
178 out of 847 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.99% |
+16.07%
Sep 1981 - Aug 1986 |
-2.00%
Nov 2017 - Oct 2022 |
4.91%
41 out of 835 |
Euro Inflation Adjusted | +2.44% |
+13.42%
Sep 1981 - Aug 1986 |
-6.04%
Oct 1976 - Sep 1981 |
22.16%
185 out of 835 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.87% |
+12.92%
Oct 1987 - Sep 1993 |
-1.97%
Nov 2016 - Oct 2022 |
4.01%
33 out of 823 |
Euro Inflation Adjusted | +2.59% |
+10.42%
Sep 1981 - Aug 1987 |
-5.06%
Nov 2017 - Oct 2023 |
22.72%
187 out of 823 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.81% |
+12.34%
Jan 1989 - Dec 1995 |
-1.88%
Oct 2016 - Sep 2023 |
3.45%
28 out of 811 |
Euro Inflation Adjusted | +2.60% |
+9.60%
Oct 1981 - Sep 1988 |
-4.82%
Oct 2016 - Sep 2023 |
20.72%
168 out of 811 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.86% |
+11.86%
Mar 1985 - Feb 1993 |
-1.40%
Nov 2015 - Oct 2023 |
3.25%
26 out of 799 |
Euro Inflation Adjusted | +2.68% |
+9.39%
Mar 1985 - Feb 1993 |
-4.19%
May 2016 - Apr 2024 |
18.15%
145 out of 799 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.82% |
+12.70%
Jul 1984 - Jun 1993 |
-1.01%
Nov 2014 - Oct 2023 |
3.30%
26 out of 787 |
Euro Inflation Adjusted | +2.53% |
+10.16%
Jul 1984 - Jun 1993 |
-3.48%
May 2015 - Apr 2024 |
13.85%
109 out of 787 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.80% |
+11.60%
Sep 1983 - Aug 1993 |
-0.78%
Nov 2013 - Oct 2023 |
3.35%
26 out of 775 |
Euro Inflation Adjusted | +2.60% |
+9.07%
Sep 1983 - Aug 1993 |
-3.36%
Oct 1971 - Sep 1981 |
13.94%
108 out of 775 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.75% |
+12.16%
Oct 1981 - Sep 1992 |
-0.74%
Nov 2012 - Oct 2023 |
2.88%
22 out of 763 |
Euro Inflation Adjusted | +2.53% |
+9.55%
Jul 1982 - Jun 1993 |
-2.79%
May 2013 - Apr 2024 |
15.47%
118 out of 763 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.80% |
+12.57%
Oct 1981 - Sep 1993 |
-0.43%
May 2012 - Apr 2024 |
1.60%
12 out of 751 |
Euro Inflation Adjusted | +2.55% |
+9.72%
Oct 1981 - Sep 1993 |
-2.51%
Nov 2011 - Oct 2023 |
15.31%
115 out of 751 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.89% |
+11.48%
Sep 1981 - Aug 1994 |
-0.03%
Nov 2010 - Oct 2023 |
0.14%
1 out of 739 |
Euro Inflation Adjusted | +2.70% |
+8.67%
Jul 1982 - Jun 1995 |
-2.28%
Sep 1968 - Aug 1981 |
12.04%
89 out of 739 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.28% |
+11.55%
Oct 1981 - Sep 1995 |
+0.51%
Jul 2010 - Jun 2024 |
0.00%
0 out of 727 |
Euro Inflation Adjusted | +2.56% |
+8.71%
Oct 1981 - Sep 1995 |
-1.88%
Oct 1967 - Sep 1981 |
10.18%
74 out of 727 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.32% |
+10.97%
Oct 1981 - Sep 1996 |
+0.74%
May 2009 - Apr 2024 |
0.00%
0 out of 715 |
Euro Inflation Adjusted | +2.46% |
+8.19%
Oct 1981 - Sep 1996 |
-1.57%
Oct 1966 - Sep 1981 |
9.93%
71 out of 715 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.28% |
+10.77%
Oct 1981 - Sep 1997 |
+1.26%
Apr 2008 - Mar 2024 |
0.00%
0 out of 703 |
Euro Inflation Adjusted | +2.41% |
+8.06%
Oct 1981 - Sep 1997 |
-1.66%
Oct 1965 - Sep 1981 |
10.24%
72 out of 703 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.31% |
+10.93%
Oct 1981 - Sep 1998 |
+1.77%
Nov 2006 - Oct 2023 |
0.00%
0 out of 691 |
Euro Inflation Adjusted | +2.43% |
+8.31%
Oct 1981 - Sep 1998 |
-1.60%
Oct 1964 - Sep 1981 |
9.12%
63 out of 691 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.36% |
+9.96%
Oct 1981 - Sep 1999 |
+1.77%
Sep 2005 - Aug 2023 |
0.00%
0 out of 679 |
Euro Inflation Adjusted | +2.42% |
+7.43%
Oct 1981 - Sep 1999 |
-1.46%
Sep 1963 - Aug 1981 |
9.72%
66 out of 679 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.58% |
+9.74%
Jun 1984 - May 2003 |
+1.64%
Nov 2004 - Oct 2023 |
0.00%
0 out of 667 |
Euro Inflation Adjusted | +2.45% |
+7.42%
Jun 1984 - May 2003 |
-1.34%
Oct 1962 - Sep 1981 |
10.34%
69 out of 667 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.62% |
+9.89%
Oct 1981 - Sep 2001 |
+1.79%
Oct 2003 - Sep 2023 |
0.00%
0 out of 655 |
Euro Inflation Adjusted | +2.59% |
+7.37%
Oct 1981 - Sep 2001 |
-1.13%
Oct 1961 - Sep 1981 |
8.24%
54 out of 655 |
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To obtain comprehensive information, please consult the iShares USD Treasury Bond 3-7yr Eur Hedged (CBUE.DE) ETF: Historical Returns page.