Consolidated Returns as of 30 June 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 (~31 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
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The annualized return of the last 10 years has been 3.62% (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 | +8.22% |
+50.79%
Apr 2020 - Mar 2021 |
-37.45%
Nov 2007 - Oct 2008 |
28.45%
101 out of 355 |
Euro Inflation Adjusted | +6.43% |
+48.81%
Apr 2020 - Mar 2021 |
-39.37%
Nov 2007 - Oct 2008 |
32.11%
114 out of 355 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.63% |
+27.46%
Mar 2009 - Feb 2011 |
-15.88%
Dec 2006 - Nov 2008 |
18.37%
63 out of 343 |
Euro Inflation Adjusted | +4.50% |
+25.40%
Mar 2009 - Feb 2011 |
-18.00%
Dec 2006 - Nov 2008 |
23.32%
80 out of 343 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.34% |
+23.50%
Mar 1997 - Feb 2000 |
-7.72%
Mar 2006 - Feb 2009 |
13.29%
44 out of 331 |
Euro Inflation Adjusted | +4.73% |
+21.96%
Mar 1997 - Feb 2000 |
-10.20%
Mar 2021 - Feb 2024 |
20.85%
69 out of 331 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.13% |
+22.23%
Mar 1996 - Feb 2000 |
-4.06%
Dec 2004 - Nov 2008 |
4.70%
15 out of 319 |
Euro Inflation Adjusted | +4.42% |
+20.54%
Mar 1996 - Feb 2000 |
-6.25%
Dec 2004 - Nov 2008 |
15.36%
49 out of 319 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.64% |
+22.20%
Mar 1995 - Feb 2000 |
-2.24%
Mar 2004 - Feb 2009 |
2.61%
8 out of 307 |
Euro Inflation Adjusted | +3.85% |
+20.25%
Mar 1995 - Feb 2000 |
-4.30%
Dec 2003 - Nov 2008 |
16.29%
50 out of 307 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.89% |
+16.37%
Apr 1994 - Mar 2000 |
+0.42%
Dec 2002 - Nov 2008 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +4.24% |
+14.34%
Apr 1994 - Mar 2000 |
-1.82%
Dec 2002 - Nov 2008 |
6.44%
19 out of 295 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.79% |
+12.38%
Apr 1995 - Mar 2002 |
-0.11%
Dec 2001 - Nov 2008 |
0.35%
1 out of 283 |
Euro Inflation Adjusted | +4.00% |
+10.74%
Dec 2008 - Nov 2015 |
-2.34%
Dec 2001 - Nov 2008 |
2.83%
8 out of 283 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.17% |
+10.70%
Mar 2009 - Feb 2017 |
-1.18%
Nov 2000 - Oct 2008 |
1.48%
4 out of 271 |
Euro Inflation Adjusted | +4.18% |
+9.34%
Dec 2008 - Nov 2016 |
-3.43%
Nov 2000 - Oct 2008 |
4.43%
12 out of 271 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.95% |
+11.20%
Mar 1995 - Feb 2004 |
-1.77%
Mar 2000 - Feb 2009 |
1.93%
5 out of 259 |
Euro Inflation Adjusted | +4.16% |
+9.24%
Dec 2008 - Nov 2017 |
-3.82%
Mar 2000 - Feb 2009 |
4.25%
11 out of 259 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.04% |
+10.28%
Mar 1995 - Feb 2005 |
+1.86%
Feb 1999 - Jan 2009 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +4.10% |
+8.27%
Mar 1995 - Feb 2005 |
-0.23%
Feb 1999 - Jan 2009 |
2.02%
5 out of 247 |
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Annualized Rolling Returns - 11 Years (132 months)
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 235 |
Euro Inflation Adjusted | +3.94% |
+8.28%
Mar 1995 - Feb 2006 |
+0.35%
Oct 2000 - Sep 2011 |
0.00%
0 out of 235 |
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Annualized Rolling Returns - 12 Years (144 months)
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 223 |
Euro Inflation Adjusted | +3.87% |
+9.53%
Mar 2009 - Feb 2021 |
+0.26%
Jan 2000 - Dec 2011 |
0.00%
0 out of 223 |
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Annualized Rolling Returns - 13 Years (156 months)
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 211 |
Euro Inflation Adjusted | +3.94% |
+8.74%
Nov 2008 - Oct 2021 |
+0.87%
Mar 2000 - Feb 2013 |
0.00%
0 out of 211 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.76% |
+8.44%
Jun 1994 - May 2008 |
+4.00%
Apr 2006 - Mar 2020 |
0.00%
0 out of 199 |
Euro Inflation Adjusted | +4.01% |
+6.18%
Jan 1994 - Dec 2007 |
+1.98%
Apr 2000 - Mar 2014 |
0.00%
0 out of 199 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.88% |
+8.48%
Apr 1995 - Mar 2010 |
+3.49%
Nov 2007 - Oct 2022 |
0.00%
0 out of 187 |
Euro Inflation Adjusted | +3.97% |
+6.44%
Apr 1995 - Mar 2010 |
+1.42%
Nov 2007 - Oct 2022 |
0.00%
0 out of 187 |
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Annualized Rolling Returns - 16 Years (192 months)
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 175 |
Euro Inflation Adjusted | +4.18% |
+6.61%
Mar 1995 - Feb 2011 |
+1.36%
Nov 2007 - Oct 2023 |
0.00%
0 out of 175 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.97% |
+7.96%
Mar 1995 - Feb 2012 |
+3.91%
Mar 2000 - Feb 2017 |
0.00%
0 out of 163 |
Euro Inflation Adjusted | +4.26% |
+5.89%
Mar 1995 - Feb 2012 |
+1.97%
Jun 2007 - May 2024 |
0.00%
0 out of 163 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.73% |
+8.05%
Apr 1995 - Mar 2013 |
+4.01%
Apr 2000 - Mar 2018 |
0.00%
0 out of 151 |
Euro Inflation Adjusted | +3.92% |
+5.94%
Apr 1995 - Mar 2013 |
+2.24%
Apr 2000 - Mar 2018 |
0.00%
0 out of 151 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.08% |
+8.57%
Mar 1995 - Feb 2014 |
+3.75%
Mar 2000 - Feb 2019 |
0.00%
0 out of 139 |
Euro Inflation Adjusted | +4.42% |
+6.56%
Mar 1995 - Feb 2014 |
+1.99%
Jan 2000 - Dec 2018 |
0.00%
0 out of 139 |
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Annualized Rolling Returns - 20 Years (240 months)
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 127 |
Euro Inflation Adjusted | +4.38% |
+6.56%
Mar 1995 - Feb 2015 |
+1.58%
Apr 2000 - Mar 2020 |
0.00%
0 out of 127 |
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To obtain comprehensive information, please consult the SPDR Refinitiv Global Convertible Bond EUR Hedged (SPF1.DE) ETF: Historical Returns page.