Consolidated Returns as of 30 June 2024
Holding the SPDR Dow Jones Global Real Estate (SPY2.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~39 years), the longest period with a negative return lasted 137 months (from October 1997 to February 2009).
This means that every rolling period of 138 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR Dow Jones Global Real Estate (SPY2.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 5.11% (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 | +10.42% |
+71.48%
Apr 2009 - Mar 2010 |
-48.15%
Mar 2008 - Feb 2009 |
33.04%
149 out of 451 |
Euro Inflation Adjusted | +8.29% |
+68.81%
Apr 2009 - Mar 2010 |
-48.75%
Mar 2008 - Feb 2009 |
35.92%
162 out of 451 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.70% |
+44.74%
Mar 2009 - Feb 2011 |
-40.12%
Mar 2007 - Feb 2009 |
28.02%
123 out of 439 |
Euro Inflation Adjusted | +6.23% |
+42.41%
Mar 2009 - Feb 2011 |
-41.42%
Mar 2007 - Feb 2009 |
33.71%
148 out of 439 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.43% |
+29.38%
Apr 2003 - Mar 2006 |
-25.08%
Apr 2006 - Mar 2009 |
18.27%
78 out of 427 |
Euro Inflation Adjusted | +5.35% |
+26.83%
Apr 2003 - Mar 2006 |
-26.60%
Mar 2006 - Feb 2009 |
25.29%
108 out of 427 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.35% |
+28.14%
Apr 2009 - Mar 2013 |
-11.48%
Mar 2005 - Feb 2009 |
17.83%
74 out of 415 |
Euro Inflation Adjusted | +6.31% |
+25.43%
Apr 2009 - Mar 2013 |
-13.35%
Mar 2005 - Feb 2009 |
25.06%
104 out of 415 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.82% |
+21.19%
Mar 2009 - Feb 2014 |
-7.78%
Apr 2004 - Mar 2009 |
13.15%
53 out of 403 |
Euro Inflation Adjusted | +4.71% |
+19.15%
Mar 2009 - Feb 2014 |
-9.67%
Apr 2004 - Mar 2009 |
24.32%
98 out of 403 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.53% |
+24.92%
Apr 2009 - Mar 2015 |
-2.73%
Oct 2005 - Sep 2011 |
5.12%
20 out of 391 |
Euro Inflation Adjusted | +4.48% |
+23.20%
Mar 2009 - Feb 2015 |
-4.64%
Oct 2005 - Sep 2011 |
19.44%
76 out of 391 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.60% |
+20.49%
Apr 2009 - Mar 2016 |
-4.77%
Apr 2002 - Mar 2009 |
3.96%
15 out of 379 |
Euro Inflation Adjusted | +5.50% |
+19.05%
Mar 2009 - Feb 2016 |
-6.70%
Apr 2002 - Mar 2009 |
16.89%
64 out of 379 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.81% |
+19.73%
Mar 2009 - Feb 2017 |
-1.79%
Mar 2001 - Feb 2009 |
1.36%
5 out of 367 |
Euro Inflation Adjusted | +5.54% |
+18.24%
Mar 2009 - Feb 2017 |
-3.85%
Mar 2001 - Feb 2009 |
8.99%
33 out of 367 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.38% |
+15.01%
Mar 2009 - Feb 2018 |
+1.44%
Apr 2000 - Mar 2009 |
0.00%
0 out of 355 |
Euro Inflation Adjusted | +5.12% |
+13.59%
Mar 2009 - Feb 2018 |
-0.68%
Apr 2000 - Mar 2009 |
2.54%
9 out of 355 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.03% |
+15.87%
Apr 2009 - Mar 2019 |
+2.40%
Mar 1999 - Feb 2009 |
0.00%
0 out of 343 |
Euro Inflation Adjusted | +4.96% |
+14.39%
Mar 2009 - Feb 2019 |
+0.29%
Mar 1999 - Feb 2009 |
0.00%
0 out of 343 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.82% |
+15.89%
Mar 2009 - Feb 2020 |
-0.09%
Apr 1998 - Mar 2009 |
0.60%
2 out of 331 |
Euro Inflation Adjusted | +5.80% |
+14.46%
Mar 2009 - Feb 2020 |
-2.06%
Apr 1998 - Mar 2009 |
1.51%
5 out of 331 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.49% |
+14.30%
Mar 1995 - Feb 2007 |
+1.78%
Mar 1997 - Feb 2009 |
0.00%
0 out of 319 |
Euro Inflation Adjusted | +5.30% |
+12.16%
Mar 1995 - Feb 2007 |
-0.13%
Mar 1997 - Feb 2009 |
0.31%
1 out of 319 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.37% |
+13.80%
Apr 2009 - Mar 2022 |
+2.01%
Apr 2007 - Mar 2020 |
0.00%
0 out of 307 |
Euro Inflation Adjusted | +5.06% |
+11.87%
Apr 2009 - Mar 2022 |
+0.62%
Apr 2007 - Mar 2020 |
0.00%
0 out of 307 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.60% |
+13.66%
Nov 1992 - Oct 2006 |
+2.13%
Nov 2006 - Oct 2020 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +5.51% |
+11.35%
Feb 1993 - Jan 2007 |
+0.77%
Nov 2006 - Oct 2020 |
0.00%
0 out of 295 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+12.73%
Apr 1992 - Mar 2007 |
+2.43%
Mar 1994 - Feb 2009 |
0.00%
0 out of 283 |
Euro Inflation Adjusted | +5.68% |
+10.36%
Apr 1992 - Mar 2007 |
+0.44%
Mar 1994 - Feb 2009 |
0.00%
0 out of 283 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.64% |
+13.28%
Feb 1991 - Jan 2007 |
+2.96%
Jun 2007 - May 2023 |
0.00%
0 out of 271 |
Euro Inflation Adjusted | +5.41% |
+10.78%
Feb 1991 - Jan 2007 |
+0.87%
Jun 2007 - May 2023 |
0.00%
0 out of 271 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.40% |
+11.75%
Oct 1990 - Sep 2007 |
+2.55%
Nov 2006 - Oct 2023 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +5.41% |
+9.21%
Oct 1990 - Sep 2007 |
+0.42%
Nov 2006 - Oct 2023 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.87% |
+10.31%
Jan 1988 - Dec 2005 |
+3.69%
Apr 2006 - Mar 2024 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +5.83% |
+8.02%
Sep 1998 - Aug 2016 |
+1.56%
Apr 2006 - Mar 2024 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.90% |
+10.87%
Jan 1988 - Dec 2006 |
+3.62%
Mar 1990 - Feb 2009 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +5.90% |
+8.24%
Jan 1988 - Dec 2006 |
+1.24%
Mar 1990 - Feb 2009 |
0.00%
0 out of 235 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.54% |
+10.69%
Mar 1986 - Feb 2006 |
+3.15%
Mar 1989 - Feb 2009 |
0.00%
0 out of 223 |
Euro Inflation Adjusted | +5.45% |
+8.32%
Apr 1995 - Mar 2015 |
+0.77%
Mar 1989 - Feb 2009 |
0.00%
0 out of 223 |
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To obtain comprehensive information, please consult the SPDR Dow Jones Global Real Estate (SPY2.DE) ETF: Historical Returns page.