SPDR Refinitiv Global Convertible Bond EUR Hedged (SPF1.DE): Rolling Returns

Data Source: from January 1994 to April 2024 (~30 years)
Consolidated Returns as of 30 April 2024

Holding the SPDR Refinitiv Global Convertible Bond EUR Hedged (SPF1.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~30 years), the longest period with a negative return lasted 111 months (from January 2000 to March 2009).

This means that every rolling period of 112 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR Refinitiv Global Convertible Bond EUR Hedged (SPF1.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 REFINITIV GLOBAL CONVERTIBLE BOND EUR HEDGED (SPF1.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 3.68% (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 REFINITIV GLOBAL CONVERTIBLE BOND EUR HEDGED (SPF1.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1994 - 30 April 2024 (~30 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.22% +50.79%
Apr 2020 - Mar 2021
-37.45%
Nov 2007 - Oct 2008
28.61%
101 out of 353
Euro Inflation Adjusted +6.57% +48.81%
Apr 2020 - Mar 2021
-39.37%
Nov 2007 - Oct 2008
32.29%
114 out of 353
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.63% +27.46%
Mar 2009 - Feb 2011
-15.88%
Dec 2006 - Nov 2008
18.48%
63 out of 341
Euro Inflation Adjusted +4.51% +25.40%
Mar 2009 - Feb 2011
-18.00%
Dec 2006 - Nov 2008
23.17%
79 out of 341
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.44% +23.50%
Mar 1997 - Feb 2000
-7.72%
Mar 2006 - Feb 2009
12.77%
42 out of 329
Euro Inflation Adjusted +4.77% +21.96%
Mar 1997 - Feb 2000
-10.20%
Mar 2021 - Feb 2024
20.36%
67 out of 329
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.13% +22.23%
Mar 1996 - Feb 2000
-4.06%
Dec 2004 - Nov 2008
4.73%
15 out of 317
Euro Inflation Adjusted +4.44% +20.54%
Mar 1996 - Feb 2000
-6.25%
Dec 2004 - Nov 2008
14.83%
47 out of 317
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.65% +22.20%
Mar 1995 - Feb 2000
-2.24%
Mar 2004 - Feb 2009
2.62%
8 out of 305
Euro Inflation Adjusted +3.88% +20.25%
Mar 1995 - Feb 2000
-4.30%
Dec 2003 - Nov 2008
16.39%
50 out of 305
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.92% +16.37%
Apr 1994 - Mar 2000
+0.42%
Dec 2002 - Nov 2008
0.00%
0 out of 293
Euro Inflation Adjusted +4.30% +14.34%
Apr 1994 - Mar 2000
-1.82%
Dec 2002 - Nov 2008
6.48%
19 out of 293
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.80% +12.38%
Apr 1995 - Mar 2002
-0.11%
Dec 2001 - Nov 2008
0.36%
1 out of 281
Euro Inflation Adjusted +4.07% +10.74%
Dec 2008 - Nov 2015
-2.34%
Dec 2001 - Nov 2008
2.85%
8 out of 281
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.18% +10.70%
Mar 2009 - Feb 2017
-1.18%
Nov 2000 - Oct 2008
1.49%
4 out of 269
Euro Inflation Adjusted +4.19% +9.34%
Dec 2008 - Nov 2016
-3.43%
Nov 2000 - Oct 2008
4.46%
12 out of 269
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.96% +11.20%
Mar 1995 - Feb 2004
-1.77%
Mar 2000 - Feb 2009
1.95%
5 out of 257
Euro Inflation Adjusted +4.20% +9.24%
Dec 2008 - Nov 2017
-3.82%
Mar 2000 - Feb 2009
4.28%
11 out of 257
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.08% +10.28%
Mar 1995 - Feb 2005
+1.86%
Feb 1999 - Jan 2009
0.00%
0 out of 245
Euro Inflation Adjusted +4.10% +8.27%
Mar 1995 - Feb 2005
-0.23%
Feb 1999 - Jan 2009
2.04%
5 out of 245
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.61% +10.36%
Apr 1995 - Mar 2006
+2.46%
Oct 2000 - Sep 2011
0.00%
0 out of 233
Euro Inflation Adjusted +3.95% +8.28%
Mar 1995 - Feb 2006
+0.35%
Oct 2000 - Sep 2011
0.00%
0 out of 233
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.67% +10.87%
Mar 2009 - Feb 2021
+2.42%
Jan 2000 - Dec 2011
0.00%
0 out of 221
Euro Inflation Adjusted +3.87% +9.53%
Mar 2009 - Feb 2021
+0.26%
Jan 2000 - Dec 2011
0.00%
0 out of 221
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.81% +10.18%
Nov 2008 - Oct 2021
+2.96%
Mar 2000 - Feb 2013
0.00%
0 out of 209
Euro Inflation Adjusted +3.94% +8.74%
Nov 2008 - Oct 2021
+0.87%
Mar 2000 - Feb 2013
0.00%
0 out of 209
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.77% +8.44%
Jun 1994 - May 2008
+4.00%
Apr 2006 - Mar 2020
0.00%
0 out of 197
Euro Inflation Adjusted +4.01% +6.18%
Jan 1994 - Dec 2007
+1.98%
Apr 2000 - Mar 2014
0.00%
0 out of 197
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.87% +8.48%
Apr 1995 - Mar 2010
+3.49%
Nov 2007 - Oct 2022
0.00%
0 out of 185
Euro Inflation Adjusted +3.95% +6.44%
Apr 1995 - Mar 2010
+1.42%
Nov 2007 - Oct 2022
0.00%
0 out of 185
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.00% +8.65%
Mar 1995 - Feb 2011
+3.39%
Mar 2000 - Feb 2016
0.00%
0 out of 173
Euro Inflation Adjusted +4.19% +6.61%
Mar 1995 - Feb 2011
+1.36%
Nov 2007 - Oct 2023
0.00%
0 out of 173
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.99% +7.96%
Mar 1995 - Feb 2012
+3.91%
Mar 2000 - Feb 2017
0.00%
0 out of 161
Euro Inflation Adjusted +4.26% +5.89%
Mar 1995 - Feb 2012
+2.02%
Nov 2006 - Oct 2023
0.00%
0 out of 161
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.74% +8.05%
Apr 1995 - Mar 2013
+4.01%
Apr 2000 - Mar 2018
0.00%
0 out of 149
Euro Inflation Adjusted +3.94% +5.94%
Apr 1995 - Mar 2013
+2.24%
Apr 2000 - Mar 2018
0.00%
0 out of 149
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.09% +8.57%
Mar 1995 - Feb 2014
+3.75%
Mar 2000 - Feb 2019
0.00%
0 out of 137
Euro Inflation Adjusted +4.42% +6.56%
Mar 1995 - Feb 2014
+1.99%
Jan 2000 - Dec 2018
0.00%
0 out of 137
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.11% +8.45%
Mar 1995 - Feb 2015
+3.26%
Apr 2000 - Mar 2020
0.00%
0 out of 125
Euro Inflation Adjusted +4.40% +6.56%
Mar 1995 - Feb 2015
+1.58%
Apr 2000 - Mar 2020
0.00%
0 out of 125
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 Refinitiv Global Convertible Bond EUR Hedged (SPF1.DE) ETF: Historical Returns page.