SPDR Bloomberg Convertible Securities ETF (CWB): Rolling Returns

Data Source: from January 1988 to January 2024 (~36 years)
Consolidated Returns as of 31 January 2024

Holding the SPDR Bloomberg Convertible Securities ETF (CWB) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~36 years), the longest period with a negative return lasted 102 months (from September 2000 to February 2009).

This means that every rolling period of 103 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR Bloomberg Convertible Securities ETF (CWB) 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

SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 8.56% (updated at Jan 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.

SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1988 - 31 January 2024 (~36 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.51 12/2007
11/2008
0.59$ -7.53 0.92$ 11.27 1.11$ 22.87 1.22$ 78.88 04/2020
03/2021
1.78$ 6.48 26.07%
2Y -21.88 03/2007
02/2009
0.61$ -0.61 0.98$ 9.60 1.20$ 19.22 1.42$ 37.01 01/2019
12/2020
1.87$ -1.74 16.02%
3Y -12.29 03/2006
02/2009
0.67$ 2.68 1.08$ 9.53 1.31$ 15.36 1.53$ 24.99 11/2018
10/2021
1.95$ -3.67 10.77%
4Y -6.69 12/2004
11/2008
0.75$ 3.33 1.13$ 9.24 1.42$ 13.97 1.68$ 20.83 03/2017
02/2021
2.13$ 7.96 5.11%
5Y -3.57 03/2004
02/2009
0.83$ 2.95 1.15$ 9.17 1.55$ 13.53 1.88$ 21.03 03/2016
02/2021
2.59$ 9.69 2.99%
6Y 1.39 10/2005
09/2011
1.08$ 4.36 1.29$ 8.58 1.63$ 12.06 1.97$ 16.72 12/2008
11/2014
2.52$ 8.15 0.00%
7Y 0.04 12/2001
11/2008
1.00$ 5.07 1.41$ 8.65 1.78$ 11.38 2.12$ 14.26 02/2014
01/2021
2.54$ 9.53 0.00%
8Y -0.27 02/2001
01/2009
0.97$ 5.04 1.48$ 8.54 1.92$ 10.84 2.27$ 15.11 03/2013
02/2021
3.08$ 10.82 0.75%
9Y 0.68 03/2000
02/2009
1.06$ 5.45 1.61$ 8.28 2.04$ 10.74 2.50$ 15.01 07/2012
06/2021
3.52$ 8.97 0.00%
10Y 3.38 12/1998
11/2008
1.39$ 5.38 1.68$ 7.91 2.14$ 10.75 2.77$ 14.32 10/2011
09/2021
3.81$ 8.56 0.00%
11Y 2.34 12/1997
11/2008
1.28$ 5.76 1.85$ 7.56 2.22$ 10.75 3.07$ 13.48 07/2010
06/2021
4.02$ 9.42 0.00%
12Y 3.52 03/1997
02/2009
1.51$ 5.75 1.95$ 7.27 2.32$ 10.42 3.28$ 16.03 03/2009
02/2021
5.95$ 9.66 0.00%
13Y 4.45 03/1996
02/2009
1.76$ 6.28 2.20$ 7.04 2.42$ 10.16 3.51$ 14.68 12/2008
11/2021
5.93$ 8.63 0.00%
14Y 5.03 10/1997
09/2011
1.98$ 6.43 2.39$ 7.35 2.69$ 9.17 3.41$ 11.89 12/2008
11/2022
4.82$ 9.33 0.00%
15Y 5.15 02/2001
01/2016
2.12$ 6.38 2.52$ 7.46 2.94$ 8.79 3.53$ 11.42 12/2008
11/2023
5.06$ 11.24 0.00%
16Y 5.72 03/2000
02/2016
2.43$ 6.74 2.83$ 7.55 3.20$ 8.78 3.84$ 10.05 05/2005
04/2021
4.62$ 7.72 0.00%
17Y 6.45 04/2000
03/2017
2.89$ 6.99 3.15$ 7.49 3.41$ 8.79 4.18$ 9.94 09/2004
08/2021
5.01$ 6.98 0.00%
18Y 6.20 03/1998
02/2016
2.95$ 6.91 3.33$ 7.75 3.83$ 8.54 4.37$ 11.38 03/2003
02/2021
6.96$ 7.21 0.00%
19Y 6.45 04/2001
03/2020
3.28$ 6.95 3.58$ 7.95 4.27$ 9.04 5.17$ 11.19 11/2002
10/2021
7.50$ 7.50 0.00%
20Y 6.12 04/2000
03/2020
3.28$ 7.35 4.13$ 7.94 4.60$ 8.99 5.59$ 9.94 10/2001
09/2021
6.65$ 7.63 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -41.54 11/2007
10/2008
0.58$ -9.31 0.90$ 8.51 1.08$ 20.33 1.20$ 74.31 04/2020
03/2021
1.74$ 3.28 29.23%
2Y -23.94 12/2006
11/2008
0.57$ -2.85 0.94$ 7.11 1.14$ 16.27 1.35$ 34.58 01/2019
12/2020
1.81$ -6.17 21.36%
3Y -14.16 03/2006
02/2009
0.63$ 0.15 1.00$ 7.02 1.22$ 12.91 1.43$ 21.34 03/2018
02/2021
1.78$ -8.83 14.46%
4Y -9.13 12/2004
11/2008
0.68$ 1.25 1.05$ 6.82 1.30$ 11.18 1.52$ 18.52 03/2017
02/2021
1.97$ 3.23 12.14%
5Y -6.05 03/2004
02/2009
0.73$ 0.51 1.02$ 6.49 1.36$ 10.33 1.63$ 18.52 03/2016
02/2021
2.33$ 5.30 11.30%
6Y -0.80 10/2005
09/2011
0.95$ 1.94 1.12$ 6.01 1.41$ 9.94 1.76$ 14.67 12/2008
11/2014
2.27$ 4.28 2.08%
7Y -2.54 12/2001
11/2008
0.83$ 2.85 1.21$ 6.13 1.51$ 8.91 1.81$ 12.49 02/2014
01/2021
2.27$ 5.84 2.53%
8Y -2.59 02/2001
01/2009
0.81$ 2.80 1.24$ 5.97 1.59$ 8.32 1.89$ 13.34 03/2013
02/2021
2.72$ 7.21 3.40%
9Y -1.80 03/2000
02/2009
0.84$ 3.16 1.32$ 5.78 1.65$ 8.18 2.02$ 13.19 01/2012
12/2020
3.05$ 5.67 2.37%
10Y 0.71 12/1998
11/2008
1.07$ 3.25 1.37$ 5.56 1.71$ 8.46 2.25$ 12.18 10/2011
09/2021
3.15$ 5.62 0.00%
11Y -0.20 12/1997
11/2008
0.97$ 3.51 1.46$ 5.30 1.76$ 8.21 2.38$ 11.25 02/2010
01/2021
3.23$ 6.57 0.87%
12Y 1.08 03/1997
02/2009
1.13$ 3.29 1.47$ 5.03 1.80$ 7.82 2.46$ 13.97 03/2009
02/2021
4.80$ 6.89 0.00%
13Y 1.94 03/1996
02/2009
1.28$ 3.85 1.63$ 4.84 1.84$ 7.50 2.56$ 12.39 11/2008
10/2021
4.56$ 5.86 0.00%
14Y 2.51 10/1997
09/2011
1.41$ 4.17 1.77$ 4.97 1.97$ 6.89 2.54$ 9.23 12/2008
11/2022
3.44$ 6.60 0.00%
15Y 2.74 03/1994
02/2009
1.50$ 3.97 1.79$ 5.12 2.11$ 6.57 2.59$ 8.72 12/2008
11/2023
3.50$ 8.46 0.00%
16Y 3.54 03/2000
02/2016
1.74$ 4.32 1.96$ 5.18 2.24$ 6.46 2.72$ 7.87 05/2005
04/2021
3.36$ 5.20 0.00%
17Y 4.08 11/2006
10/2023
1.97$ 4.62 2.15$ 5.15 2.34$ 6.45 2.89$ 7.68 03/2004
02/2021
3.51$ 4.37 0.00%
18Y 3.98 03/1998
02/2016
2.01$ 4.55 2.22$ 5.35 2.55$ 5.97 2.84$ 9.17 03/2003
02/2021
4.85$ 4.62 0.00%
19Y 4.30 09/2000
08/2019
2.22$ 4.69 2.39$ 5.58 2.80$ 6.66 3.40$ 8.75 11/2002
10/2021
4.92$ 4.82 0.00%
20Y 3.96 04/2000
03/2020
2.17$ 5.06 2.68$ 5.65 3.00$ 6.44 3.48$ 7.60 10/2001
09/2021
4.32$ 4.93 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.51 12/2007
11/2008
0.59$ -5.50 0.94$ 11.62 1.11$ 22.87 1.22$ 78.88 04/2020
03/2021
1.78$ 6.48 22.99%
2Y -21.88 03/2007
02/2009
0.61$ 0.84 1.01$ 10.08 1.21$ 19.23 1.42$ 37.01 01/2019
12/2020
1.87$ -1.74 13.41%
3Y -12.29 03/2006
02/2009
0.67$ 4.86 1.15$ 10.18 1.33$ 15.84 1.55$ 26.73 11/1990
10/1993
2.03$ -3.67 8.79%
4Y -6.69 12/2004
11/2008
0.75$ 4.99 1.21$ 10.13 1.47$ 15.07 1.75$ 20.83 03/2017
02/2021
2.13$ 7.96 4.15%
5Y -3.57 03/2004
02/2009
0.83$ 3.91 1.21$ 9.84 1.59$ 14.64 1.97$ 21.03 03/2016
02/2021
2.59$ 9.69 2.41%
6Y 1.39 10/2005
09/2011
1.08$ 4.72 1.31$ 9.43 1.71$ 14.38 2.23$ 18.70 11/1990
10/1996
2.79$ 8.15 0.00%
7Y 0.04 12/2001
11/2008
1.00$ 5.77 1.48$ 9.57 1.89$ 13.05 2.36$ 19.23 11/1990
10/1997
3.42$ 9.53 0.00%
8Y -0.27 02/2001
01/2009
0.97$ 5.30 1.51$ 9.29 2.03$ 13.24 2.70$ 15.57 05/1990
04/1998
3.18$ 10.82 0.59%
9Y 0.68 03/2000
02/2009
1.06$ 5.83 1.66$ 8.97 2.16$ 13.26 3.06$ 15.33 01/1991
12/1999
3.60$ 8.97 0.00%
10Y 3.38 12/1998
11/2008
1.39$ 5.72 1.74$ 9.21 2.41$ 12.16 3.14$ 16.49 11/1990
10/2000
4.60$ 8.56 0.00%
11Y 2.34 12/1997
11/2008
1.28$ 5.91 1.88$ 9.42 2.69$ 12.18 3.54$ 14.25 02/1990
01/2001
4.32$ 9.42 0.00%
12Y 3.52 03/1997
02/2009
1.51$ 5.90 1.99$ 8.78 2.74$ 11.61 3.73$ 16.03 03/2009
02/2021
5.95$ 9.66 0.00%
13Y 4.45 03/1996
02/2009
1.76$ 6.44 2.25$ 8.19 2.78$ 11.24 3.99$ 14.68 12/2008
11/2021
5.93$ 8.63 0.00%
14Y 5.03 10/1997
09/2011
1.98$ 6.66 2.46$ 8.01 2.94$ 11.20 4.42$ 13.12 12/1990
11/2004
5.61$ 9.33 0.00%
15Y 5.15 02/2001
01/2016
2.12$ 6.54 2.58$ 8.04 3.18$ 11.24 4.93$ 13.07 11/1990
10/2005
6.31$ 11.24 0.00%
16Y 5.72 03/2000
02/2016
2.43$ 6.82 2.87$ 7.84 3.34$ 11.20 5.46$ 13.03 11/1990
10/2006
7.09$ 7.72 0.00%
17Y 6.45 04/2000
03/2017
2.89$ 7.11 3.21$ 7.88 3.62$ 10.97 5.87$ 12.89 11/1990
10/2007
7.85$ 6.98 0.00%
18Y 6.20 03/1998
02/2016
2.95$ 7.16 3.47$ 8.01 4.00$ 10.73 6.26$ 11.47 01/1989
12/2006
7.06$ 7.21 0.00%
19Y 6.45 04/2001
03/2020
3.28$ 7.12 3.69$ 8.24 4.49$ 10.08 6.19$ 11.46 01/1988
12/2006
7.85$ 7.50 0.00%
20Y 6.12 04/2000
03/2020
3.28$ 7.50 4.24$ 8.40 5.02$ 9.33 5.95$ 10.89 01/1988
12/2007
7.89$ 7.63 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -41.54 11/2007
10/2008
0.58$ -8.45 0.91$ 8.13 1.08$ 20.19 1.20$ 74.31 04/2020
03/2021
1.74$ 3.28 27.49%
2Y -23.94 12/2006
11/2008
0.57$ -1.86 0.96$ 7.22 1.14$ 16.28 1.35$ 34.58 01/2019
12/2020
1.81$ -6.17 19.02%
3Y -14.16 03/2006
02/2009
0.63$ 1.54 1.04$ 7.35 1.23$ 12.79 1.43$ 23.08 11/1990
10/1993
1.86$ -8.83 11.81%
4Y -9.13 12/2004
11/2008
0.68$ 2.27 1.09$ 7.66 1.34$ 11.85 1.56$ 18.52 03/2017
02/2021
1.97$ 3.23 9.84%
5Y -6.05 03/2004
02/2009
0.73$ 1.72 1.08$ 7.62 1.44$ 11.78 1.74$ 18.52 03/2016
02/2021
2.33$ 5.30 9.09%
6Y -0.80 10/2005
09/2011
0.95$ 2.23 1.14$ 6.99 1.50$ 11.29 1.90$ 15.37 11/1990
10/1996
2.35$ 4.28 1.66%
7Y -2.54 12/2001
11/2008
0.83$ 3.23 1.24$ 6.99 1.60$ 10.03 1.95$ 16.02 11/1990
10/1997
2.82$ 5.84 2.00%
8Y -2.59 02/2001
01/2009
0.81$ 3.23 1.28$ 6.73 1.68$ 10.41 2.20$ 13.34 03/2013
02/2021
2.72$ 7.21 2.66%
9Y -1.80 03/2000
02/2009
0.84$ 3.42 1.35$ 6.57 1.77$ 10.32 2.42$ 13.19 01/2012
12/2020
3.05$ 5.67 1.84%
10Y 0.71 12/1998
11/2008
1.07$ 3.43 1.40$ 6.63 1.89$ 9.53 2.48$ 13.44 11/1990
10/2000
3.52$ 5.62 0.00%
11Y -0.20 12/1997
11/2008
0.97$ 3.81 1.50$ 6.73 2.04$ 9.51 2.71$ 11.25 02/2010
01/2021
3.23$ 6.57 0.66%
12Y 1.08 03/1997
02/2009
1.13$ 3.56 1.52$ 6.08 2.02$ 8.82 2.75$ 13.97 03/2009
02/2021
4.80$ 6.89 0.00%
13Y 1.94 03/1996
02/2009
1.28$ 4.02 1.67$ 5.86 2.09$ 8.59 2.92$ 12.39 11/2008
10/2021
4.56$ 5.86 0.00%
14Y 2.51 10/1997
09/2011
1.41$ 4.35 1.81$ 5.84 2.21$ 8.33 3.06$ 10.24 12/1990
11/2004
3.91$ 6.60 0.00%
15Y 2.74 03/1994
02/2009
1.50$ 4.22 1.85$ 5.57 2.25$ 8.29 3.30$ 10.09 11/1990
10/2005
4.22$ 8.46 0.00%
16Y 3.54 03/2000
02/2016
1.74$ 4.36 1.98$ 5.46 2.33$ 8.03 3.44$ 10.14 11/1990
10/2006
4.69$ 5.20 0.00%
17Y 4.01 03/1992
02/2009
1.95$ 4.67 2.17$ 5.40 2.44$ 7.82 3.59$ 9.94 11/1990
10/2007
5.00$ 4.37 0.00%
18Y 3.98 03/1998
02/2016
2.01$ 4.78 2.31$ 5.62 2.67$ 7.84 3.88$ 9.17 03/2003
02/2021
4.85$ 4.62 0.00%
19Y 4.30 09/2000
08/2019
2.22$ 4.77 2.42$ 5.76 2.89$ 7.29 3.80$ 8.75 11/2002
10/2021
4.92$ 4.82 0.00%
20Y 3.96 04/2000
03/2020
2.17$ 5.15 2.73$ 5.83 3.10$ 6.76 3.70$ 7.99 11/1990
10/2010
4.65$ 4.93 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.62% +78.88%
Apr 2020 - Mar 2021
-40.51%
Dec 2007 - Nov 2008
22.99%
97 out of 422
US Inflation Adjusted +8.13% +74.31%
Apr 2020 - Mar 2021
-41.54%
Nov 2007 - Oct 2008
27.49%
116 out of 422
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 +10.08% +37.01%
Jan 2019 - Dec 2020
-21.88%
Mar 2007 - Feb 2009
13.41%
55 out of 410
US Inflation Adjusted +7.22% +34.58%
Jan 2019 - Dec 2020
-23.94%
Dec 2006 - Nov 2008
19.02%
78 out of 410
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 +10.18% +26.73%
Nov 1990 - Oct 1993
-12.29%
Mar 2006 - Feb 2009
8.79%
35 out of 398
US Inflation Adjusted +7.35% +23.08%
Nov 1990 - Oct 1993
-14.16%
Mar 2006 - Feb 2009
11.81%
47 out of 398
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 +10.13% +20.83%
Mar 2017 - Feb 2021
-6.69%
Dec 2004 - Nov 2008
4.15%
16 out of 386
US Inflation Adjusted +7.66% +18.52%
Mar 2017 - Feb 2021
-9.13%
Dec 2004 - Nov 2008
9.84%
38 out of 386
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 +9.84% +21.03%
Mar 2016 - Feb 2021
-3.57%
Mar 2004 - Feb 2009
2.41%
9 out of 374
US Inflation Adjusted +7.62% +18.52%
Mar 2016 - Feb 2021
-6.05%
Mar 2004 - Feb 2009
9.09%
34 out of 374
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 +9.43% +18.70%
Nov 1990 - Oct 1996
+1.39%
Oct 2005 - Sep 2011
0.00%
0 out of 362
US Inflation Adjusted +6.99% +15.37%
Nov 1990 - Oct 1996
-0.80%
Oct 2005 - Sep 2011
1.66%
6 out of 362
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 +9.57% +19.23%
Nov 1990 - Oct 1997
+0.04%
Dec 2001 - Nov 2008
0.00%
0 out of 350
US Inflation Adjusted +6.99% +16.02%
Nov 1990 - Oct 1997
-2.54%
Dec 2001 - Nov 2008
2.00%
7 out of 350
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 +9.29% +15.57%
May 1990 - Apr 1998
-0.27%
Feb 2001 - Jan 2009
0.59%
2 out of 338
US Inflation Adjusted +6.73% +13.34%
Mar 2013 - Feb 2021
-2.59%
Feb 2001 - Jan 2009
2.66%
9 out of 338
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 +8.97% +15.33%
Jan 1991 - Dec 1999
+0.68%
Mar 2000 - Feb 2009
0.00%
0 out of 326
US Inflation Adjusted +6.57% +13.19%
Jan 2012 - Dec 2020
-1.80%
Mar 2000 - Feb 2009
1.84%
6 out of 326
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 +9.21% +16.49%
Nov 1990 - Oct 2000
+3.38%
Dec 1998 - Nov 2008
0.00%
0 out of 314
US Inflation Adjusted +6.63% +13.44%
Nov 1990 - Oct 2000
+0.71%
Dec 1998 - Nov 2008
0.00%
0 out of 314
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 +9.42% +14.25%
Feb 1990 - Jan 2001
+2.34%
Dec 1997 - Nov 2008
0.00%
0 out of 302
US Inflation Adjusted +6.73% +11.25%
Feb 2010 - Jan 2021
-0.20%
Dec 1997 - Nov 2008
0.66%
2 out of 302
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 +8.78% +16.03%
Mar 2009 - Feb 2021
+3.52%
Mar 1997 - Feb 2009
0.00%
0 out of 290
US Inflation Adjusted +6.08% +13.97%
Mar 2009 - Feb 2021
+1.08%
Mar 1997 - Feb 2009
0.00%
0 out of 290
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 +8.19% +14.68%
Dec 2008 - Nov 2021
+4.45%
Mar 1996 - Feb 2009
0.00%
0 out of 278
US Inflation Adjusted +5.86% +12.39%
Nov 2008 - Oct 2021
+1.94%
Mar 1996 - Feb 2009
0.00%
0 out of 278
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 +8.01% +13.12%
Dec 1990 - Nov 2004
+5.03%
Oct 1997 - Sep 2011
0.00%
0 out of 266
US Inflation Adjusted +5.84% +10.24%
Dec 1990 - Nov 2004
+2.51%
Oct 1997 - Sep 2011
0.00%
0 out of 266
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 +8.04% +13.07%
Nov 1990 - Oct 2005
+5.15%
Feb 2001 - Jan 2016
0.00%
0 out of 254
US Inflation Adjusted +5.57% +10.09%
Nov 1990 - Oct 2005
+2.74%
Mar 1994 - Feb 2009
0.00%
0 out of 254
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 +7.84% +13.03%
Nov 1990 - Oct 2006
+5.72%
Mar 2000 - Feb 2016
0.00%
0 out of 242
US Inflation Adjusted +5.46% +10.14%
Nov 1990 - Oct 2006
+3.54%
Mar 2000 - Feb 2016
0.00%
0 out of 242
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 +7.88% +12.89%
Nov 1990 - Oct 2007
+6.45%
Apr 2000 - Mar 2017
0.00%
0 out of 230
US Inflation Adjusted +5.40% +9.94%
Nov 1990 - Oct 2007
+4.01%
Mar 1992 - Feb 2009
0.00%
0 out of 230
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 +8.01% +11.47%
Jan 1989 - Dec 2006
+6.20%
Mar 1998 - Feb 2016
0.00%
0 out of 218
US Inflation Adjusted +5.62% +9.17%
Mar 2003 - Feb 2021
+3.98%
Mar 1998 - Feb 2016
0.00%
0 out of 218
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 +8.24% +11.46%
Jan 1988 - Dec 2006
+6.45%
Apr 2001 - Mar 2020
0.00%
0 out of 206
US Inflation Adjusted +5.76% +8.75%
Nov 2002 - Oct 2021
+4.30%
Sep 2000 - Aug 2019
0.00%
0 out of 206
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 +8.40% +10.89%
Jan 1988 - Dec 2007
+6.12%
Apr 2000 - Mar 2020
0.00%
0 out of 194
US Inflation Adjusted +5.83% +7.99%
Nov 1990 - Oct 2010
+3.96%
Apr 2000 - Mar 2020
0.00%
0 out of 194
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 SPDR Bloomberg Convertible Securities ETF (CWB) ETF: Historical Returns page.