Consolidated Returns as of 30 June 2024
Holding the SPDR S&P International Dividend ETF (DWX) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~55 years), the longest period with a negative return lasted 201 months (from October 2007 to June 2024). This negative series is not closed yet.
To obtain comprehensive information, please consult the SPDR S&P International Dividend ETF (DWX) 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 0.48% (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 | +9.30% |
+247.65%
Mar 1999 - Feb 2000 |
-61.06%
Mar 2008 - Feb 2009 |
30.64%
197 out of 643 |
US Inflation Adjusted | +5.11% |
+236.81%
Mar 1999 - Feb 2000 |
-61.07%
Mar 2008 - Feb 2009 |
39.35%
253 out of 643 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.53% |
+86.99%
Mar 1998 - Feb 2000 |
-34.45%
Mar 2007 - Feb 2009 |
26.15%
165 out of 631 |
US Inflation Adjusted | +2.93% |
+82.54%
Mar 1998 - Feb 2000 |
-35.77%
Mar 2007 - Feb 2009 |
37.40%
236 out of 631 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.57% |
+59.25%
Mar 1997 - Feb 2000 |
-20.15%
Mar 2000 - Feb 2003 |
19.87%
123 out of 619 |
US Inflation Adjusted | +3.11% |
+55.96%
Mar 1997 - Feb 2000 |
-22.17%
Mar 2000 - Feb 2003 |
36.51%
226 out of 619 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.22% |
+43.11%
Jun 1984 - May 1988 |
-8.92%
Oct 2007 - Sep 2011 |
15.16%
92 out of 607 |
US Inflation Adjusted | +2.76% |
+39.62%
Mar 1996 - Feb 2000 |
-10.79%
Oct 2007 - Sep 2011 |
33.44%
203 out of 607 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.57% |
+40.26%
Aug 1982 - Jul 1987 |
-6.91%
Jun 2007 - May 2012 |
11.26%
67 out of 595 |
US Inflation Adjusted | +3.34% |
+35.99%
Aug 1982 - Jul 1987 |
-8.77%
Jun 2007 - May 2012 |
27.73%
165 out of 595 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.45% |
+34.75%
Aug 1982 - Jul 1988 |
-3.70%
Nov 2007 - Oct 2013 |
8.06%
47 out of 583 |
US Inflation Adjusted | +3.79% |
+30.44%
Aug 1982 - Jul 1988 |
-5.46%
Nov 2007 - Oct 2013 |
25.39%
148 out of 583 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.39% |
+31.92%
Aug 1982 - Jul 1989 |
-3.13%
Nov 2007 - Oct 2014 |
4.55%
26 out of 571 |
US Inflation Adjusted | +4.33% |
+27.39%
Aug 1982 - Jul 1989 |
-4.86%
Nov 2007 - Oct 2014 |
22.42%
128 out of 571 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.56% |
+26.62%
Aug 1982 - Jul 1990 |
-5.11%
Nov 2007 - Oct 2015 |
5.72%
32 out of 559 |
US Inflation Adjusted | +5.21% |
+22.66%
Jun 1999 - May 2007 |
-6.61%
Nov 2007 - Oct 2015 |
18.78%
105 out of 559 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.89% |
+26.10%
Nov 1998 - Oct 2007 |
-3.90%
Nov 2007 - Oct 2016 |
5.67%
31 out of 547 |
US Inflation Adjusted | +5.92% |
+22.73%
Nov 1998 - Oct 2007 |
-5.84%
Mar 2000 - Feb 2009 |
19.01%
104 out of 547 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.59% |
+23.88%
May 1977 - Apr 1987 |
-2.02%
Nov 2007 - Oct 2017 |
4.67%
25 out of 535 |
US Inflation Adjusted | +7.19% |
+20.03%
Nov 1997 - Oct 2007 |
-3.62%
Nov 2007 - Oct 2017 |
16.45%
88 out of 535 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.26% |
+22.66%
Apr 1977 - Mar 1988 |
-2.57%
Nov 2007 - Oct 2018 |
2.68%
14 out of 523 |
US Inflation Adjusted | +7.66% |
+18.76%
Nov 1996 - Oct 2007 |
-4.23%
Nov 2007 - Oct 2018 |
14.15%
74 out of 523 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.95% |
+21.67%
Feb 1977 - Jan 1989 |
-1.88%
Apr 2008 - Mar 2020 |
3.52%
18 out of 511 |
US Inflation Adjusted | +7.81% |
+17.71%
Nov 1995 - Oct 2007 |
-3.42%
Apr 2008 - Mar 2020 |
10.96%
56 out of 511 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.14% |
+22.08%
Oct 1974 - Sep 1987 |
-2.21%
Nov 2007 - Oct 2020 |
2.40%
12 out of 499 |
US Inflation Adjusted | +7.91% |
+15.39%
Nov 1994 - Oct 2007 |
-3.84%
Nov 2007 - Oct 2020 |
9.42%
47 out of 499 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.71% |
+20.34%
Jan 1975 - Dec 1988 |
-0.53%
Nov 2007 - Oct 2021 |
0.62%
3 out of 487 |
US Inflation Adjusted | +8.48% |
+15.53%
Mar 1986 - Feb 2000 |
-2.49%
Nov 2007 - Oct 2021 |
8.21%
40 out of 487 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.79% |
+21.13%
Mar 1985 - Feb 2000 |
-1.97%
Nov 2007 - Oct 2022 |
1.68%
8 out of 475 |
US Inflation Adjusted | +8.46% |
+17.40%
Mar 1985 - Feb 2000 |
-4.25%
Nov 2007 - Oct 2022 |
5.05%
24 out of 475 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.53% |
+21.11%
Mar 1984 - Feb 2000 |
-1.03%
Nov 2007 - Oct 2023 |
0.86%
4 out of 463 |
US Inflation Adjusted | +8.56% |
+17.34%
Mar 1984 - Feb 2000 |
-3.38%
Nov 2007 - Oct 2023 |
6.26%
29 out of 463 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.33% |
+20.50%
Mar 1983 - Feb 2000 |
+0.26%
Jul 2007 - Jun 2024 |
0.00%
0 out of 451 |
US Inflation Adjusted | +8.20% |
+16.66%
Mar 1983 - Feb 2000 |
-2.15%
Jul 2007 - Jun 2024 |
4.66%
21 out of 451 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.26% |
+20.29%
Mar 1982 - Feb 2000 |
+1.50%
May 2006 - Apr 2024 |
0.00%
0 out of 439 |
US Inflation Adjusted | +8.17% |
+16.45%
Mar 1982 - Feb 2000 |
-0.98%
May 2006 - Apr 2024 |
1.37%
6 out of 439 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.22% |
+18.34%
Mar 1981 - Feb 2000 |
+2.96%
Mar 2000 - Feb 2019 |
0.00%
0 out of 427 |
US Inflation Adjusted | +8.09% |
+14.31%
Mar 1981 - Feb 2000 |
+0.82%
Mar 2000 - Feb 2019 |
0.00%
0 out of 427 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.00% |
+18.17%
Mar 1980 - Feb 2000 |
+2.58%
Apr 2000 - Mar 2020 |
0.00%
0 out of 415 |
US Inflation Adjusted | +7.77% |
+13.76%
Apr 1980 - Mar 2000 |
+0.48%
Apr 2000 - Mar 2020 |
0.00%
0 out of 415 |
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To obtain comprehensive information, please consult the SPDR S&P International Dividend ETF (DWX) ETF: Historical Returns page.