iShares USD Treasury Bond 3-7yr Eur Hedged (CBUE.DE): Rolling Returns

Data Source: from January 1950 to May 2024 (~74 years)
Consolidated Returns as of 31 May 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 (~74 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

ISHARES USD TREASURY BOND 3-7YR EUR HEDGED (CBUE.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been -0.58% (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 TREASURY BOND 3-7YR EUR HEDGED (CBUE.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 January 1950 - 31 May 2024 (~74 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.06% +28.81%
Oct 1981 - Sep 1982
-12.62%
Nov 2021 - Oct 2022
21.09%
186 out of 882
Euro Inflation Adjusted +1.82% +25.89%
Apr 1985 - Mar 1986
-21.01%
Nov 2021 - Oct 2022
34.81%
307 out of 882
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 +4.69% +21.58%
Jul 1984 - Jun 1986
-8.05%
Nov 2020 - Oct 2022
12.76%
111 out of 870
Euro Inflation Adjusted +2.44% +20.50%
Sep 1984 - Aug 1986
-14.29%
Nov 2020 - Oct 2022
30.69%
267 out of 870
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 +4.63% +18.53%
Oct 1990 - Sep 1993
-5.86%
Nov 2020 - Oct 2023
9.21%
79 out of 858
Euro Inflation Adjusted +2.30% +14.35%
Oct 1990 - Sep 1993
-11.02%
Nov 2020 - Oct 2023
23.66%
203 out of 858
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 +5.00% +15.70%
Oct 1989 - Sep 1993
-4.02%
May 2020 - Apr 2024
6.38%
54 out of 846
Euro Inflation Adjusted +2.05% +13.39%
Jul 1982 - Jun 1986
-8.21%
May 2020 - Apr 2024
20.92%
177 out of 846
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 +4.99% +16.07%
Sep 1981 - Aug 1986
-2.00%
Nov 2017 - Oct 2022
4.80%
40 out of 834
Euro Inflation Adjusted +2.44% +13.42%
Sep 1981 - Aug 1986
-6.04%
Oct 1976 - Sep 1981
22.06%
184 out of 834
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 +4.87% +12.92%
Oct 1987 - Sep 1993
-1.97%
Nov 2016 - Oct 2022
3.89%
32 out of 822
Euro Inflation Adjusted +2.59% +10.42%
Sep 1981 - Aug 1987
-5.06%
Nov 2017 - Oct 2023
22.63%
186 out of 822
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 +4.81% +12.34%
Jan 1989 - Dec 1995
-1.88%
Oct 2016 - Sep 2023
3.33%
27 out of 810
Euro Inflation Adjusted +2.60% +9.60%
Oct 1981 - Sep 1988
-4.82%
Oct 2016 - Sep 2023
20.62%
167 out of 810
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 +4.86% +11.86%
Mar 1985 - Feb 1993
-1.40%
Nov 2015 - Oct 2023
3.13%
25 out of 798
Euro Inflation Adjusted +2.68% +9.39%
Mar 1985 - Feb 1993
-4.19%
May 2016 - Apr 2024
18.05%
144 out of 798
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 +4.82% +12.70%
Jul 1984 - Jun 1993
-1.01%
Nov 2014 - Oct 2023
3.18%
25 out of 786
Euro Inflation Adjusted +2.53% +10.16%
Jul 1984 - Jun 1993
-3.48%
May 2015 - Apr 2024
13.74%
108 out of 786
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 +4.80% +11.60%
Sep 1983 - Aug 1993
-0.78%
Nov 2013 - Oct 2023
3.23%
25 out of 774
Euro Inflation Adjusted +2.60% +9.07%
Sep 1983 - Aug 1993
-3.36%
Oct 1971 - Sep 1981
13.82%
107 out of 774
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 +4.75% +12.16%
Oct 1981 - Sep 1992
-0.74%
Nov 2012 - Oct 2023
2.76%
21 out of 762
Euro Inflation Adjusted +2.53% +9.55%
Jul 1982 - Jun 1993
-2.79%
May 2013 - Apr 2024
15.35%
117 out of 762
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 +4.80% +12.57%
Oct 1981 - Sep 1993
-0.43%
May 2012 - Apr 2024
1.47%
11 out of 750
Euro Inflation Adjusted +2.55% +9.72%
Oct 1981 - Sep 1993
-2.51%
Nov 2011 - Oct 2023
15.20%
114 out of 750
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 +4.89% +11.48%
Sep 1981 - Aug 1994
-0.03%
Nov 2010 - Oct 2023
0.14%
1 out of 738
Euro Inflation Adjusted +2.70% +8.67%
Jul 1982 - Jun 1995
-2.28%
Sep 1968 - Aug 1981
11.92%
88 out of 738
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 +5.28% +11.55%
Oct 1981 - Sep 1995
+0.57%
Jun 2010 - May 2024
0.00%
0 out of 726
Euro Inflation Adjusted +2.56% +8.71%
Oct 1981 - Sep 1995
-1.88%
Oct 1967 - Sep 1981
10.06%
73 out of 726
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 +5.32% +10.97%
Oct 1981 - Sep 1996
+0.74%
May 2009 - Apr 2024
0.00%
0 out of 714
Euro Inflation Adjusted +2.46% +8.19%
Oct 1981 - Sep 1996
-1.57%
Oct 1966 - Sep 1981
9.80%
70 out of 714
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 +5.28% +10.77%
Oct 1981 - Sep 1997
+1.26%
Apr 2008 - Mar 2024
0.00%
0 out of 702
Euro Inflation Adjusted +2.41% +8.06%
Oct 1981 - Sep 1997
-1.66%
Oct 1965 - Sep 1981
10.11%
71 out of 702
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 +5.31% +10.93%
Oct 1981 - Sep 1998
+1.77%
Nov 2006 - Oct 2023
0.00%
0 out of 690
Euro Inflation Adjusted +2.43% +8.31%
Oct 1981 - Sep 1998
-1.60%
Oct 1964 - Sep 1981
8.99%
62 out of 690
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 +5.36% +9.96%
Oct 1981 - Sep 1999
+1.77%
Sep 2005 - Aug 2023
0.00%
0 out of 678
Euro Inflation Adjusted +2.42% +7.43%
Oct 1981 - Sep 1999
-1.46%
Sep 1963 - Aug 1981
9.59%
65 out of 678
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 +5.58% +9.74%
Jun 1984 - May 2003
+1.64%
Nov 2004 - Oct 2023
0.00%
0 out of 666
Euro Inflation Adjusted +2.45% +7.42%
Jun 1984 - May 2003
-1.34%
Oct 1962 - Sep 1981
10.21%
68 out of 666
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 +5.62% +9.89%
Oct 1981 - Sep 2001
+1.79%
Oct 2003 - Sep 2023
0.00%
0 out of 654
Euro Inflation Adjusted +2.59% +7.37%
Oct 1981 - Sep 2001
-1.13%
Oct 1961 - Sep 1981
8.10%
53 out of 654
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 Treasury Bond 3-7yr Eur Hedged (CBUE.DE) ETF: Historical Returns page.