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

Simulation Settings
Category:
Period: January 1994 - June 2025 (~32 years)
Initial Amount: 1€
Currency: EUR
Inflation: Eurozone
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When holding the SPDR Refinitiv Global Convertible Bond EUR Hedged (SPF1.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~32 years), the longest duration with a negative return was 111 months (from January 2000 to March 2009).

This indicates that, within the same timeframe, any rolling period of 112 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 REFINITIV GLOBAL CONVERTIBLE BOND EUR HEDGED (SPF1.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1994 - 30 June 2025 (~32 years)
30 Years
(1995/07 - 2025/06)
All Data
(1994/01 - 2025/06)

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As of Jun 30, 2025, the annualized return of the previous 10 years has been 4.44%.

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
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1994 - 30 June 2025 (~32 years)
30 Years
(1995/07 - 2025/06)
All Data
(1994/01 - 2025/06)
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 REFINITIV GLOBAL CONVERTIBLE BOND EUR HEDGED (SPF1.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1994 - 30 June 2025 (~32 years)
Over Time
Histogram
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-37.45%
Nov 2007 - Oct 2008
+8.40% +50.79%
Apr 2020 - Mar 2021
27.52%
101 out of 367
-39.37%
Nov 2007 - Oct 2008
+6.57% +48.81%
Apr 2020 - Mar 2021
31.06%
114 out of 367
-15.88%
Dec 2006 - Nov 2008
+6.81% +27.46%
Mar 2009 - Feb 2011
17.75%
63 out of 355
-18.00%
Dec 2006 - Nov 2008
+4.64% +25.40%
Mar 2009 - Feb 2011
22.54%
80 out of 355
-7.72%
Mar 2006 - Feb 2009
+6.24% +23.50%
Mar 1997 - Feb 2000
14.58%
50 out of 343
-10.20%
Mar 2021 - Feb 2024
+4.49% +21.96%
Mar 1997 - Feb 2000
23.03%
79 out of 343
-4.06%
Dec 2004 - Nov 2008
+5.96% +22.23%
Mar 1996 - Feb 2000
6.65%
22 out of 331
-6.25%
Dec 2004 - Nov 2008
+3.97% +20.54%
Mar 1996 - Feb 2000
18.43%
61 out of 331
-2.24%
Mar 2004 - Feb 2009
+5.56% +22.20%
Mar 1995 - Feb 2000
2.51%
8 out of 319
-4.30%
Dec 2003 - Nov 2008
+3.63% +20.25%
Mar 1995 - Feb 2000
15.67%
50 out of 319
+0.42%
Dec 2002 - Nov 2008
+5.84% +16.37%
Apr 1994 - Mar 2000
0.00%
0 out of 307
-1.82%
Dec 2002 - Nov 2008
+4.18% +14.34%
Apr 1994 - Mar 2000
6.19%
19 out of 307
-0.11%
Dec 2001 - Nov 2008
+5.67% +12.38%
Apr 1995 - Mar 2002
0.34%
1 out of 295
-2.34%
Dec 2001 - Nov 2008
+3.77% +10.74%
Dec 2008 - Nov 2015
2.71%
8 out of 295
-1.18%
Nov 2000 - Oct 2008
+6.06% +10.70%
Mar 2009 - Feb 2017
1.41%
4 out of 283
-3.43%
Nov 2000 - Oct 2008
+4.11% +9.34%
Dec 2008 - Nov 2016
4.24%
12 out of 283
-1.77%
Mar 2000 - Feb 2009
+5.88% +11.20%
Mar 1995 - Feb 2004
1.85%
5 out of 271
-3.82%
Mar 2000 - Feb 2009
+4.06% +9.24%
Dec 2008 - Nov 2017
4.06%
11 out of 271
+1.86%
Feb 1999 - Jan 2009
+5.96% +10.28%
Mar 1995 - Feb 2005
0.00%
0 out of 259
-0.23%
Feb 1999 - Jan 2009
+4.05% +8.27%
Mar 1995 - Feb 2005
1.93%
5 out of 259
+2.46%
Oct 2000 - Sep 2011
+5.55% +10.36%
Apr 1995 - Mar 2006
0.00%
0 out of 247
+0.35%
Oct 2000 - Sep 2011
+3.87% +8.28%
Mar 1995 - Feb 2006
0.00%
0 out of 247
+2.42%
Jan 2000 - Dec 2011
+5.62% +10.87%
Mar 2009 - Feb 2021
0.00%
0 out of 235
+0.26%
Jan 2000 - Dec 2011
+3.72% +9.53%
Mar 2009 - Feb 2021
0.00%
0 out of 235
+2.96%
Mar 2000 - Feb 2013
+5.81% +10.18%
Nov 2008 - Oct 2021
0.00%
0 out of 223
+0.87%
Mar 2000 - Feb 2013
+3.92% +8.74%
Nov 2008 - Oct 2021
0.00%
0 out of 223
+4.00%
Apr 2006 - Mar 2020
+5.70% +8.44%
Jun 1994 - May 2008
0.00%
0 out of 211
+1.98%
Apr 2000 - Mar 2014
+3.96% +6.18%
Jan 1994 - Dec 2007
0.00%
0 out of 211
+3.49%
Nov 2007 - Oct 2022
+5.87% +8.48%
Apr 1995 - Mar 2010
0.00%
0 out of 199
+1.42%
Nov 2007 - Oct 2022
+3.89% +6.44%
Apr 1995 - Mar 2010
0.00%
0 out of 199
+3.39%
Mar 2000 - Feb 2016
+6.08% +8.65%
Mar 1995 - Feb 2011
0.00%
0 out of 187
+1.36%
Nov 2007 - Oct 2023
+4.21% +6.61%
Mar 1995 - Feb 2011
0.00%
0 out of 187
+3.91%
Mar 2000 - Feb 2017
+5.85% +7.96%
Mar 1995 - Feb 2012
0.00%
0 out of 175
+1.97%
Jun 2007 - May 2024
+4.14% +5.89%
Mar 1995 - Feb 2012
0.00%
0 out of 175
+4.01%
Apr 2000 - Mar 2018
+5.61% +8.05%
Apr 1995 - Mar 2013
0.00%
0 out of 163
+2.24%
Apr 2000 - Mar 2018
+3.84% +5.94%
Apr 1995 - Mar 2013
0.00%
0 out of 163
+3.75%
Mar 2000 - Feb 2019
+5.88% +8.57%
Mar 1995 - Feb 2014
0.00%
0 out of 151
+1.99%
Jan 2000 - Dec 2018
+4.09% +6.56%
Mar 1995 - Feb 2014
0.00%
0 out of 151
+3.26%
Apr 2000 - Mar 2020
+5.90% +8.45%
Mar 1995 - Feb 2015
0.00%
0 out of 139
+1.58%
Apr 2000 - Mar 2020
+4.08% +6.56%
Mar 1995 - Feb 2015
0.00%
0 out of 139
+4.10%
Apr 2000 - Mar 2025
+6.32% +7.81%
Mar 1996 - Feb 2021
0.00%
0 out of 79
+1.94%
Apr 2000 - Mar 2025
+4.47% +6.14%
Mar 1996 - Feb 2021
0.00%
0 out of 79
+6.06%
Feb 1994 - Jan 2024
+6.59% +6.96%
Mar 1995 - Feb 2025
0.00%
0 out of 19
+3.95%
Feb 1994 - Jan 2024
+4.44% +4.83%
Mar 1995 - Feb 2025
0.00%
0 out of 19
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