Consolidated Returns as of 30 April 2024
Holding the SPDR MSCI ACWI EUR Hedged (SPP1.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~54 years), the longest period with a negative return lasted 163 months (from August 1995 to February 2009).
This means that every rolling period of 164 months or above has always granted a positive return.
To obtain comprehensive information, please consult the SPDR MSCI ACWI EUR Hedged (SPP1.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
The annualized return of the last 10 years has been 7.18% (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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.99% |
+60.20%
Mar 2009 - Feb 2010 |
-49.53%
Mar 2008 - Feb 2009 |
26.83%
172 out of 641 |
Euro Inflation Adjusted | +7.34% |
+58.84%
Mar 2009 - Feb 2010 |
-50.12%
Mar 2008 - Feb 2009 |
31.67%
203 out of 641 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.14% |
+53.41%
Oct 1985 - Sep 1987 |
-29.13%
Mar 2007 - Feb 2009 |
19.08%
120 out of 629 |
Euro Inflation Adjusted | +5.81% |
+53.32%
Oct 1985 - Sep 1987 |
-30.66%
Mar 2007 - Feb 2009 |
26.23%
165 out of 629 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.09% |
+44.36%
Aug 1984 - Jul 1987 |
-19.41%
Apr 2000 - Mar 2003 |
16.86%
104 out of 617 |
Euro Inflation Adjusted | +5.70% |
+43.29%
Aug 1984 - Jul 1987 |
-21.27%
Apr 2000 - Mar 2003 |
28.53%
176 out of 617 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+30.13%
Sep 1983 - Aug 1987 |
-11.32%
Mar 2005 - Feb 2009 |
16.36%
99 out of 605 |
Euro Inflation Adjusted | +4.69% |
+28.82%
Sep 1983 - Aug 1987 |
-13.22%
Apr 1999 - Mar 2003 |
27.60%
167 out of 605 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.43% |
+33.35%
Aug 1982 - Jul 1987 |
-7.67%
Apr 1998 - Mar 2003 |
13.32%
79 out of 593 |
Euro Inflation Adjusted | +4.13% |
+31.41%
Aug 1982 - Jul 1987 |
-9.47%
Apr 1998 - Mar 2003 |
25.97%
154 out of 593 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.22% |
+24.98%
Aug 1982 - Jul 1988 |
-3.05%
Mar 1997 - Feb 2003 |
6.20%
36 out of 581 |
Euro Inflation Adjusted | +4.32% |
+23.21%
Aug 1982 - Jul 1988 |
-4.73%
Mar 1997 - Feb 2003 |
22.72%
132 out of 581 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.60% |
+23.79%
Aug 1982 - Jul 1989 |
-3.38%
Mar 2002 - Feb 2009 |
2.28%
13 out of 569 |
Euro Inflation Adjusted | +4.28% |
+21.82%
Aug 1982 - Jul 1989 |
-5.37%
Mar 2002 - Feb 2009 |
16.87%
96 out of 569 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.40% |
+19.78%
Aug 1982 - Jul 1990 |
-4.85%
Mar 2001 - Feb 2009 |
1.80%
10 out of 557 |
Euro Inflation Adjusted | +4.32% |
+17.68%
Aug 1982 - Jul 1990 |
-6.84%
Mar 2001 - Feb 2009 |
10.95%
61 out of 557 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.38% |
+17.30%
Apr 1978 - Mar 1987 |
-6.36%
Mar 2000 - Feb 2009 |
2.75%
15 out of 545 |
Euro Inflation Adjusted | +4.30% |
+14.73%
Aug 1982 - Jul 1991 |
-8.31%
Mar 2000 - Feb 2009 |
9.91%
54 out of 545 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.36% |
+17.17%
Sep 1977 - Aug 1987 |
-4.32%
Mar 1999 - Feb 2009 |
4.32%
23 out of 533 |
Euro Inflation Adjusted | +4.77% |
+13.63%
Sep 1977 - Aug 1987 |
-6.29%
Mar 1999 - Feb 2009 |
9.01%
48 out of 533 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.41% |
+16.37%
Aug 1982 - Jul 1993 |
-3.26%
Mar 1998 - Feb 2009 |
3.65%
19 out of 521 |
Euro Inflation Adjusted | +4.75% |
+13.64%
Aug 1982 - Jul 1993 |
-5.14%
Mar 1998 - Feb 2009 |
11.52%
60 out of 521 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.66% |
+16.04%
Aug 1982 - Jul 1994 |
-1.63%
Mar 1997 - Feb 2009 |
2.16%
11 out of 509 |
Euro Inflation Adjusted | +4.44% |
+13.30%
Aug 1982 - Jul 1994 |
-3.47%
Mar 1997 - Feb 2009 |
11.20%
57 out of 509 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.82% |
+17.33%
Oct 1974 - Sep 1987 |
-0.75%
Mar 1996 - Feb 2009 |
0.40%
2 out of 497 |
Euro Inflation Adjusted | +4.61% |
+13.44%
Oct 1974 - Sep 1987 |
-2.60%
Mar 1996 - Feb 2009 |
7.65%
38 out of 497 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.02% |
+14.95%
Jul 1982 - Jun 1996 |
+0.65%
Mar 1995 - Feb 2009 |
0.00%
0 out of 485 |
Euro Inflation Adjusted | +4.61% |
+12.23%
Jul 1982 - Jun 1996 |
-1.27%
Mar 1995 - Feb 2009 |
3.71%
18 out of 485 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.18% |
+15.79%
Aug 1982 - Jul 1997 |
+0.46%
Mar 1994 - Feb 2009 |
0.00%
0 out of 473 |
Euro Inflation Adjusted | +4.75% |
+13.13%
Aug 1982 - Jul 1997 |
-1.49%
Mar 1994 - Feb 2009 |
1.06%
5 out of 473 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.90% |
+15.13%
Aug 1982 - Jul 1998 |
+1.72%
Mar 2000 - Feb 2016 |
0.00%
0 out of 461 |
Euro Inflation Adjusted | +4.91% |
+12.56%
Aug 1982 - Jul 1998 |
+0.00%
Jan 2000 - Dec 2015 |
0.00%
0 out of 461 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.75% |
+14.98%
Aug 1982 - Jul 1999 |
+2.15%
Jan 2000 - Dec 2016 |
0.00%
0 out of 449 |
Euro Inflation Adjusted | +4.78% |
+12.49%
Aug 1982 - Jul 1999 |
+0.10%
Mar 1992 - Feb 2009 |
0.00%
0 out of 449 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.97% |
+14.41%
Apr 1982 - Mar 2000 |
+2.31%
Mar 1991 - Feb 2009 |
0.00%
0 out of 437 |
Euro Inflation Adjusted | +4.48% |
+11.94%
Aug 1982 - Jul 2000 |
+0.07%
Mar 1991 - Feb 2009 |
0.00%
0 out of 437 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.22% |
+12.95%
Oct 1974 - Sep 1993 |
+2.25%
Mar 1990 - Feb 2009 |
0.00%
0 out of 425 |
Euro Inflation Adjusted | +4.64% |
+10.05%
May 1980 - Apr 1999 |
-0.09%
Mar 1990 - Feb 2009 |
0.24%
1 out of 425 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.33% |
+13.17%
Apr 1980 - Mar 2000 |
+2.01%
Apr 2000 - Mar 2020 |
0.00%
0 out of 413 |
Euro Inflation Adjusted | +4.82% |
+10.30%
Apr 1980 - Mar 2000 |
-0.21%
Mar 1989 - Feb 2009 |
0.24%
1 out of 413 |
To obtain comprehensive information, please consult the SPDR MSCI ACWI EUR Hedged (SPP1.DE) ETF: Historical Returns page.