SPDR Bloomberg SASB US Corporate ESG (SPPU.DE): Rolling Returns

Data Source: from May 1993 to April 2024 (~31 years)
Consolidated Returns as of 30 April 2024

Holding the SPDR Bloomberg SASB US Corporate ESG (SPPU.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~31 years), the longest period with a negative return lasted 102 months (from June 2001 to November 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 SASB US Corporate ESG (SPPU.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

SPDR BLOOMBERG SASB US CORPORATE ESG (SPPU.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 3.73% (updated at Apr 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.

SPDR BLOOMBERG SASB US CORPORATE ESG (SPPU.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 May 1993 - 30 April 2024 (~31 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.48% +35.62%
Aug 1996 - Jul 1997
-14.58%
Nov 1993 - Oct 1994
37.40%
135 out of 361
Euro Inflation Adjusted +2.60% +35.10%
Apr 2014 - Mar 2015
-17.38%
Jan 2022 - Dec 2022
43.49%
157 out of 361
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 +5.17% +25.52%
Jul 2008 - Jun 2010
-10.90%
Feb 2002 - Jan 2004
27.79%
97 out of 349
Euro Inflation Adjusted +3.02% +24.68%
Jul 2008 - Jun 2010
-12.66%
Feb 2002 - Jan 2004
37.54%
131 out of 349
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 +5.23% +18.36%
Apr 1995 - Mar 1998
-7.98%
Mar 2002 - Feb 2005
19.88%
67 out of 337
Euro Inflation Adjusted +3.89% +16.37%
Apr 1995 - Mar 1998
-9.81%
Mar 2002 - Feb 2005
32.64%
110 out of 337
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 +5.45% +18.40%
Sep 1996 - Aug 2000
-3.41%
May 2002 - Apr 2006
17.54%
57 out of 325
Euro Inflation Adjusted +4.09% +16.65%
Sep 1996 - Aug 2000
-6.56%
May 2020 - Apr 2024
26.15%
85 out of 325
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 +5.52% +17.34%
Aug 1996 - Jul 2001
-3.36%
Feb 2002 - Jan 2007
10.22%
32 out of 313
Euro Inflation Adjusted +3.82% +15.41%
Aug 1996 - Jul 2001
-5.30%
Feb 2002 - Jan 2007
22.68%
71 out of 313
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 +5.49% +16.73%
Apr 1995 - Mar 2001
-3.65%
Apr 2002 - Mar 2008
8.97%
27 out of 301
Euro Inflation Adjusted +3.80% +14.77%
Apr 1995 - Mar 2001
-5.84%
Apr 2002 - Mar 2008
21.93%
66 out of 301
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 +5.43% +15.39%
Apr 1995 - Mar 2002
-2.80%
Jul 2001 - Jun 2008
7.61%
22 out of 289
Euro Inflation Adjusted +3.82% +13.33%
Apr 1995 - Mar 2002
-5.04%
Jul 2001 - Jun 2008
20.07%
58 out of 289
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 +5.09% +12.55%
Nov 1994 - Oct 2002
-0.31%
Jun 2001 - May 2009
2.53%
7 out of 277
Euro Inflation Adjusted +3.61% +10.46%
Nov 1994 - Oct 2002
-2.46%
Aug 2000 - Jul 2008
16.61%
46 out of 277
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 +5.22% +11.39%
May 1993 - Apr 2002
+0.83%
Dec 2000 - Nov 2009
0.00%
0 out of 265
Euro Inflation Adjusted +3.36% +9.14%
May 1993 - Apr 2002
-1.57%
Apr 2015 - Mar 2024
9.81%
26 out of 265
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 +5.03% +8.95%
May 1993 - Apr 2003
+1.42%
Jul 2001 - Jun 2011
0.00%
0 out of 253
Euro Inflation Adjusted +3.65% +6.75%
May 1993 - Apr 2003
-0.63%
Jul 2001 - Jun 2011
3.56%
9 out of 253
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 +5.36% +8.51%
Nov 1994 - Oct 2005
+2.05%
Aug 2012 - Jul 2023
0.00%
0 out of 241
Euro Inflation Adjusted +3.43% +6.73%
Aug 2008 - Jul 2019
-0.08%
Aug 2012 - Jul 2023
0.41%
1 out of 241
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 +5.33% +8.04%
Jul 2008 - Jun 2020
+1.86%
Mar 2002 - Feb 2014
0.00%
0 out of 229
Euro Inflation Adjusted +3.54% +6.83%
Jul 2008 - Jun 2020
-0.07%
Mar 2002 - Feb 2014
0.44%
1 out of 229
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 +5.47% +6.95%
May 2007 - Apr 2020
+2.42%
Jun 2001 - May 2014
0.00%
0 out of 217
Euro Inflation Adjusted +3.54% +5.67%
Aug 2008 - Jul 2021
+0.44%
Apr 2001 - Mar 2014
0.00%
0 out of 217
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 +5.23% +7.72%
Sep 1996 - Aug 2010
+3.43%
Nov 2000 - Oct 2014
0.00%
0 out of 205
Euro Inflation Adjusted +3.30% +5.74%
Sep 1996 - Aug 2010
+1.40%
May 2000 - Apr 2014
0.00%
0 out of 205
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 +5.28% +7.99%
Jul 1995 - Jun 2010
+3.53%
Feb 2002 - Jan 2017
0.00%
0 out of 193
Euro Inflation Adjusted +3.43% +5.97%
Jul 1995 - Jun 2010
+1.86%
Feb 2002 - Jan 2017
0.00%
0 out of 193
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 +5.20% +7.66%
Aug 1996 - Jul 2012
+2.56%
Feb 2002 - Jan 2018
0.00%
0 out of 181
Euro Inflation Adjusted +3.31% +5.61%
Aug 1996 - Jul 2012
+0.92%
Feb 2002 - Jan 2018
0.00%
0 out of 181
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 +5.17% +7.88%
Aug 1995 - Jul 2012
+2.98%
Apr 2001 - Mar 2018
0.00%
0 out of 169
Euro Inflation Adjusted +3.44% +5.82%
Aug 1995 - Jul 2012
+1.27%
Apr 2001 - Mar 2018
0.00%
0 out of 169
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 +5.15% +7.62%
Apr 1995 - Mar 2013
+3.48%
Nov 2000 - Oct 2018
0.00%
0 out of 157
Euro Inflation Adjusted +3.35% +5.52%
Apr 1995 - Mar 2013
+1.63%
Nov 2005 - Oct 2023
0.00%
0 out of 157
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 +4.92% +7.48%
Apr 1996 - Mar 2015
+2.97%
Mar 2002 - Feb 2021
0.00%
0 out of 145
Euro Inflation Adjusted +3.10% +5.61%
Apr 1996 - Mar 2015
+1.41%
Mar 2002 - Feb 2021
0.00%
0 out of 145
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 +5.12% +8.02%
Apr 1995 - Mar 2015
+3.07%
Mar 2002 - Feb 2022
0.00%
0 out of 133
Euro Inflation Adjusted +3.36% +6.10%
Apr 1995 - Mar 2015
+1.22%
Dec 2002 - Nov 2022
0.00%
0 out of 133
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 SASB US Corporate ESG (SPPU.DE) ETF: Historical Returns page.