SPDR Dow Jones Global Real Estate (SPY2.DE): Rolling Returns

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Category:
Period: January 1986 - May 2025 (~39 years)
Currency: EUR
Inflation: Eurozone
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When holding the SPDR Dow Jones Global Real Estate (SPY2.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~39 years), the longest duration with a negative return was 137 months (from October 1997 to February 2009).

This indicates that, within the same timeframe, any rolling period of 138 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

SPDR DOW JONES GLOBAL REAL ESTATE (SPY2.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1986 - 31 May 2025 (~39 years)

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As of May 31, 2025, the annualized return of the previous 10 years has been 2.71%.

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 DOW JONES GLOBAL REAL ESTATE (SPY2.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 June 1995 - 31 May 2025 (30 Years)
Time Period: 1 January 1986 - 31 May 2025 (~39 years)
Eurozone Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

SPDR DOW JONES GLOBAL REAL ESTATE (SPY2.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1986 - 31 May 2025 (~39 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-48.15%
Mar 2008 - Feb 2009
+10.42% +71.48%
Apr 2009 - Mar 2010
32.25%
149 out of 462
-48.75%
Mar 2008 - Feb 2009
+8.29% +68.81%
Apr 2009 - Mar 2010
35.06%
162 out of 462
-40.12%
Mar 2007 - Feb 2009
+8.32% +44.74%
Mar 2009 - Feb 2011
27.78%
125 out of 450
-41.42%
Mar 2007 - Feb 2009
+5.33% +42.41%
Mar 2009 - Feb 2011
33.33%
150 out of 450
-25.08%
Apr 2006 - Mar 2009
+7.26% +29.38%
Apr 2003 - Mar 2006
19.63%
86 out of 438
-26.60%
Mar 2006 - Feb 2009
+5.16% +26.83%
Apr 2003 - Mar 2006
27.17%
119 out of 438
-11.48%
Mar 2005 - Feb 2009
+8.26% +28.14%
Apr 2009 - Mar 2013
17.37%
74 out of 426
-13.35%
Mar 2005 - Feb 2009
+6.05% +25.43%
Apr 2009 - Mar 2013
25.12%
107 out of 426
-7.78%
Apr 2004 - Mar 2009
+6.68% +21.19%
Mar 2009 - Feb 2014
12.80%
53 out of 414
-9.67%
Apr 2004 - Mar 2009
+4.39% +19.15%
Mar 2009 - Feb 2014
25.60%
106 out of 414
-2.73%
Oct 2005 - Sep 2011
+6.20% +24.92%
Apr 2009 - Mar 2015
4.98%
20 out of 402
-4.64%
Oct 2005 - Sep 2011
+4.29% +23.20%
Mar 2009 - Feb 2015
20.40%
82 out of 402
-4.77%
Apr 2002 - Mar 2009
+7.50% +20.49%
Apr 2009 - Mar 2016
3.85%
15 out of 390
-6.70%
Apr 2002 - Mar 2009
+5.26% +19.05%
Mar 2009 - Feb 2016
16.67%
65 out of 390
-1.79%
Mar 2001 - Feb 2009
+7.52% +19.73%
Mar 2009 - Feb 2017
1.32%
5 out of 378
-3.85%
Mar 2001 - Feb 2009
+5.35% +18.24%
Mar 2009 - Feb 2017
10.58%
40 out of 378
+1.44%
Apr 2000 - Mar 2009
+7.28% +15.01%
Mar 2009 - Feb 2018
0.00%
0 out of 366
-0.68%
Apr 2000 - Mar 2009
+4.96% +13.59%
Mar 2009 - Feb 2018
3.01%
11 out of 366
+2.37%
Apr 2015 - Mar 2025
+6.96% +15.87%
Apr 2009 - Mar 2019
0.00%
0 out of 354
-0.12%
Apr 2015 - Mar 2025
+4.86% +14.39%
Mar 2009 - Feb 2019
0.28%
1 out of 354
-0.09%
Apr 1998 - Mar 2009
+7.68% +15.89%
Mar 2009 - Feb 2020
0.58%
2 out of 342
-2.06%
Apr 1998 - Mar 2009
+5.64% +14.46%
Mar 2009 - Feb 2020
1.46%
5 out of 342
+1.78%
Mar 1997 - Feb 2009
+7.42% +14.30%
Mar 1995 - Feb 2007
0.00%
0 out of 330
-0.13%
Mar 1997 - Feb 2009
+5.10% +12.16%
Mar 1995 - Feb 2007
0.30%
1 out of 330
+2.01%
Apr 2007 - Mar 2020
+7.35% +13.80%
Apr 2009 - Mar 2022
0.00%
0 out of 318
+0.62%
Apr 2007 - Mar 2020
+5.03% +11.87%
Apr 2009 - Mar 2022
0.00%
0 out of 318
+2.13%
Nov 2006 - Oct 2020
+7.57% +13.66%
Nov 1992 - Oct 2006
0.00%
0 out of 306
+0.77%
Nov 2006 - Oct 2020
+5.45% +11.35%
Feb 1993 - Jan 2007
0.00%
0 out of 306
+2.43%
Mar 1994 - Feb 2009
+7.69% +12.73%
Apr 1992 - Mar 2007
0.00%
0 out of 294
+0.44%
Mar 1994 - Feb 2009
+5.71% +10.36%
Apr 1992 - Mar 2007
0.00%
0 out of 294
+2.96%
Jun 2007 - May 2023
+7.69% +13.28%
Feb 1991 - Jan 2007
0.00%
0 out of 282
+0.87%
Jun 2007 - May 2023
+5.42% +10.78%
Feb 1991 - Jan 2007
0.00%
0 out of 282
+2.55%
Nov 2006 - Oct 2023
+7.34% +11.75%
Oct 1990 - Sep 2007
0.00%
0 out of 270
+0.42%
Nov 2006 - Oct 2023
+5.38% +9.21%
Oct 1990 - Sep 2007
0.00%
0 out of 270
+3.21%
Jun 2007 - May 2025
+7.85% +10.31%
Jan 1988 - Dec 2005
0.00%
0 out of 258
+1.09%
Jun 2007 - May 2025
+5.75% +8.02%
Sep 1998 - Aug 2016
0.00%
0 out of 258
+3.62%
Mar 1990 - Feb 2009
+7.82% +10.87%
Jan 1988 - Dec 2006
0.00%
0 out of 246
+1.24%
Mar 1990 - Feb 2009
+5.83% +8.24%
Jan 1988 - Dec 2006
0.00%
0 out of 246
+3.15%
Mar 1989 - Feb 2009
+7.42% +10.69%
Mar 1986 - Feb 2006
0.00%
0 out of 234
+0.77%
Mar 1989 - Feb 2009
+5.38% +8.32%
Apr 1995 - Mar 2015
0.00%
0 out of 234
+5.87%
Apr 1998 - Mar 2023
+7.59% +9.71%
Dec 1990 - Nov 2015
0.00%
0 out of 174
+3.73%
Apr 1998 - Mar 2023
+5.66% +7.52%
Dec 1990 - Nov 2015
0.00%
0 out of 174
+6.17%
Nov 1993 - Oct 2023
+7.53% +8.93%
Aug 1992 - Jul 2022
0.00%
0 out of 114
+4.01%
Nov 1993 - Oct 2023
+5.39% +6.78%
Aug 1992 - Jul 2022
0.00%
0 out of 114
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