Consolidated Returns as of 30 June 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
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The annualized return of the last 10 years has been 3.71% (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 | +4.48% |
+35.62%
Aug 1996 - Jul 1997 |
-14.58%
Nov 1993 - Oct 1994 |
37.19%
135 out of 363 |
Euro Inflation Adjusted | +2.60% |
+35.10%
Apr 2014 - Mar 2015 |
-17.38%
Jan 2022 - Dec 2022 |
43.53%
158 out of 363 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.14% |
+25.52%
Jul 2008 - Jun 2010 |
-10.90%
Feb 2002 - Jan 2004 |
27.64%
97 out of 351 |
Euro Inflation Adjusted | +2.96% |
+24.68%
Jul 2008 - Jun 2010 |
-12.66%
Feb 2002 - Jan 2004 |
37.89%
133 out of 351 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.06% |
+18.36%
Apr 1995 - Mar 1998 |
-7.98%
Mar 2002 - Feb 2005 |
19.76%
67 out of 339 |
Euro Inflation Adjusted | +3.87% |
+16.37%
Apr 1995 - Mar 1998 |
-9.81%
Mar 2002 - Feb 2005 |
33.04%
112 out of 339 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.38% |
+18.40%
Sep 1996 - Aug 2000 |
-3.41%
May 2002 - Apr 2006 |
18.04%
59 out of 327 |
Euro Inflation Adjusted | +4.06% |
+16.65%
Sep 1996 - Aug 2000 |
-6.56%
May 2020 - Apr 2024 |
26.61%
87 out of 327 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.51% |
+17.34%
Aug 1996 - Jul 2001 |
-3.36%
Feb 2002 - Jan 2007 |
10.16%
32 out of 315 |
Euro Inflation Adjusted | +3.80% |
+15.41%
Aug 1996 - Jul 2001 |
-5.30%
Feb 2002 - Jan 2007 |
23.17%
73 out of 315 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.46% |
+16.73%
Apr 1995 - Mar 2001 |
-3.65%
Apr 2002 - Mar 2008 |
8.91%
27 out of 303 |
Euro Inflation Adjusted | +3.74% |
+14.77%
Apr 1995 - Mar 2001 |
-5.84%
Apr 2002 - Mar 2008 |
22.44%
68 out of 303 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.40% |
+15.39%
Apr 1995 - Mar 2002 |
-2.80%
Jul 2001 - Jun 2008 |
7.56%
22 out of 291 |
Euro Inflation Adjusted | +3.78% |
+13.33%
Apr 1995 - Mar 2002 |
-5.04%
Jul 2001 - Jun 2008 |
20.62%
60 out of 291 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.08% |
+12.55%
Nov 1994 - Oct 2002 |
-0.31%
Jun 2001 - May 2009 |
2.51%
7 out of 279 |
Euro Inflation Adjusted | +3.59% |
+10.46%
Nov 1994 - Oct 2002 |
-2.46%
Aug 2000 - Jul 2008 |
17.20%
48 out of 279 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.21% |
+11.39%
May 1993 - Apr 2002 |
+0.83%
Dec 2000 - Nov 2009 |
0.00%
0 out of 267 |
Euro Inflation Adjusted | +3.34% |
+9.14%
May 1993 - Apr 2002 |
-1.57%
Apr 2015 - Mar 2024 |
10.49%
28 out of 267 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.92% |
+8.95%
May 1993 - Apr 2003 |
+1.42%
Jul 2001 - Jun 2011 |
0.00%
0 out of 255 |
Euro Inflation Adjusted | +3.60% |
+6.75%
May 1993 - Apr 2003 |
-0.63%
Jul 2001 - Jun 2011 |
3.53%
9 out of 255 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.32% |
+8.51%
Nov 1994 - Oct 2005 |
+2.05%
Aug 2012 - Jul 2023 |
0.00%
0 out of 243 |
Euro Inflation Adjusted | +3.43% |
+6.73%
Aug 2008 - Jul 2019 |
-0.08%
Aug 2012 - Jul 2023 |
0.41%
1 out of 243 |
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Annualized Rolling Returns - 12 Years (144 months)
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 231 |
Euro Inflation Adjusted | +3.53% |
+6.83%
Jul 2008 - Jun 2020 |
-0.07%
Mar 2002 - Feb 2014 |
0.43%
1 out of 231 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.44% |
+6.95%
May 2007 - Apr 2020 |
+2.42%
Jun 2001 - May 2014 |
0.00%
0 out of 219 |
Euro Inflation Adjusted | +3.52% |
+5.67%
Aug 2008 - Jul 2021 |
+0.44%
Apr 2001 - Mar 2014 |
0.00%
0 out of 219 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.23% |
+7.72%
Sep 1996 - Aug 2010 |
+3.04%
Jul 2010 - Jun 2024 |
0.00%
0 out of 207 |
Euro Inflation Adjusted | +3.29% |
+5.74%
Sep 1996 - Aug 2010 |
+0.83%
Jul 2010 - Jun 2024 |
0.00%
0 out of 207 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.26% |
+7.99%
Jul 1995 - Jun 2010 |
+3.53%
Feb 2002 - Jan 2017 |
0.00%
0 out of 195 |
Euro Inflation Adjusted | +3.43% |
+5.97%
Jul 1995 - Jun 2010 |
+1.86%
Feb 2002 - Jan 2017 |
0.00%
0 out of 195 |
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Annualized Rolling Returns - 16 Years (192 months)
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 183 |
Euro Inflation Adjusted | +3.31% |
+5.61%
Aug 1996 - Jul 2012 |
+0.92%
Feb 2002 - Jan 2018 |
0.00%
0 out of 183 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.15% |
+7.88%
Aug 1995 - Jul 2012 |
+2.98%
Apr 2001 - Mar 2018 |
0.00%
0 out of 171 |
Euro Inflation Adjusted | +3.44% |
+5.82%
Aug 1995 - Jul 2012 |
+1.27%
Apr 2001 - Mar 2018 |
0.00%
0 out of 171 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.09% |
+7.62%
Apr 1995 - Mar 2013 |
+3.48%
Nov 2000 - Oct 2018 |
0.00%
0 out of 159 |
Euro Inflation Adjusted | +3.34% |
+5.52%
Apr 1995 - Mar 2013 |
+1.63%
Nov 2005 - Oct 2023 |
0.00%
0 out of 159 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.79% |
+7.48%
Apr 1996 - Mar 2015 |
+2.97%
Mar 2002 - Feb 2021 |
0.00%
0 out of 147 |
Euro Inflation Adjusted | +3.03% |
+5.61%
Apr 1996 - Mar 2015 |
+1.41%
Mar 2002 - Feb 2021 |
0.00%
0 out of 147 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.10% |
+8.02%
Apr 1995 - Mar 2015 |
+3.07%
Mar 2002 - Feb 2022 |
0.00%
0 out of 135 |
Euro Inflation Adjusted | +3.36% |
+6.10%
Apr 1995 - Mar 2015 |
+1.22%
Dec 2002 - Nov 2022 |
0.00%
0 out of 135 |
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To obtain comprehensive information, please consult the SPDR Bloomberg SASB US Corporate ESG (SPPU.DE) ETF: Historical Returns page.