SPDR S&P US Dividend Aristocrats (USDV.DE): Rolling Returns

Data Source: from January 1976 to April 2024 (~48 years)
Consolidated Returns as of 30 April 2024

Holding the SPDR S&P US Dividend Aristocrats (USDV.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~48 years), the longest period with a negative return lasted 150 months (from September 2000 to February 2013).

This means that every rolling period of 151 months or above has always granted a positive return.

To obtain comprehensive information, please consult the SPDR S&P US Dividend Aristocrats (USDV.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 S&P US DIVIDEND ARISTOCRATS (USDV.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 11.75% (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 S&P US DIVIDEND ARISTOCRATS (USDV.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1976 - 30 April 2024 (~48 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.40% +84.97%
Aug 1982 - Jul 1983
-35.62%
Apr 2002 - Mar 2003
22.67%
129 out of 569
Euro Inflation Adjusted +8.95% +79.83%
Aug 1982 - Jul 1983
-37.11%
Apr 2002 - Mar 2003
26.71%
152 out of 569
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.64% +50.31%
Feb 1982 - Jan 1984
-26.01%
Mar 2007 - Feb 2009
13.46%
75 out of 557
Euro Inflation Adjusted +8.37% +47.24%
Aug 1995 - Jul 1997
-27.61%
Mar 2007 - Feb 2009
20.65%
115 out of 557
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.47% +50.48%
Mar 1982 - Feb 1985
-17.16%
Mar 2006 - Feb 2009
14.68%
80 out of 545
Euro Inflation Adjusted +8.83% +46.00%
Mar 1982 - Feb 1985
-18.85%
Mar 2006 - Feb 2009
18.72%
102 out of 545
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.11% +44.02%
Feb 1981 - Jan 1985
-9.26%
Nov 2000 - Oct 2004
14.63%
78 out of 533
Euro Inflation Adjusted +8.71% +38.66%
Feb 1981 - Jan 1985
-11.25%
Nov 2000 - Oct 2004
17.64%
94 out of 533
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.31% +42.11%
Mar 1980 - Feb 1985
-7.10%
Mar 2004 - Feb 2009
14.40%
75 out of 521
Euro Inflation Adjusted +9.13% +36.80%
Jul 1980 - Jun 1985
-9.04%
Mar 2004 - Feb 2009
20.35%
106 out of 521
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.06% +37.28%
Mar 1979 - Feb 1985
-4.34%
Apr 2002 - Mar 2008
8.84%
45 out of 509
Euro Inflation Adjusted +9.14% +32.22%
Jun 1980 - May 1986
-6.51%
Apr 2002 - Mar 2008
19.45%
99 out of 509
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.60% +33.13%
Mar 1978 - Feb 1985
-8.33%
Mar 2002 - Feb 2009
5.63%
28 out of 497
Euro Inflation Adjusted +9.43% +28.28%
Aug 1980 - Jul 1987
-10.22%
Mar 2002 - Feb 2009
12.47%
62 out of 497
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.30% +29.18%
Aug 1979 - Jul 1987
-6.83%
Mar 2001 - Feb 2009
5.77%
28 out of 485
Euro Inflation Adjusted +10.41% +25.36%
Aug 1979 - Jul 1987
-8.78%
Mar 2001 - Feb 2009
7.84%
38 out of 485
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.97% +27.35%
Oct 1978 - Sep 1987
-5.55%
Apr 2000 - Mar 2009
7.40%
35 out of 473
Euro Inflation Adjusted +9.98% +23.70%
Sep 1980 - Aug 1989
-7.52%
Apr 2000 - Mar 2009
9.73%
46 out of 473
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.57% +24.86%
Sep 1979 - Aug 1989
-3.49%
Mar 1999 - Feb 2009
8.68%
40 out of 461
Euro Inflation Adjusted +9.44% +21.44%
Sep 1979 - Aug 1989
-5.48%
Mar 1999 - Feb 2009
11.06%
51 out of 461
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.73% +24.01%
Oct 1978 - Sep 1989
-2.84%
Apr 1998 - Mar 2009
6.24%
28 out of 449
Euro Inflation Adjusted +9.45% +20.40%
Oct 1978 - Sep 1989
-4.75%
Apr 1998 - Mar 2009
13.14%
59 out of 449
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.63% +21.07%
Jun 1979 - May 1991
-0.93%
Nov 2000 - Oct 2012
1.60%
7 out of 437
Euro Inflation Adjusted +9.27% +17.61%
Sep 1977 - Aug 1989
-3.03%
Nov 2000 - Oct 2012
13.04%
57 out of 437
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.07% +20.22%
Apr 1980 - Mar 1993
+0.41%
Sep 2000 - Aug 2013
0.00%
0 out of 425
Euro Inflation Adjusted +8.81% +16.80%
Jul 1980 - Jun 1993
-1.62%
Sep 2000 - Aug 2013
8.24%
35 out of 425
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.71% +19.79%
Nov 1979 - Oct 1993
+1.37%
Apr 1998 - Mar 2012
0.00%
0 out of 413
Euro Inflation Adjusted +8.37% +16.21%
Nov 1979 - Oct 1993
-0.69%
Apr 1998 - Mar 2012
2.42%
10 out of 413
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.11% +19.80%
Aug 1982 - Jul 1997
+2.48%
Jan 1998 - Dec 2012
0.00%
0 out of 401
Euro Inflation Adjusted +7.56% +17.04%
Aug 1982 - Jul 1997
+0.43%
Jan 1998 - Dec 2012
0.00%
0 out of 401
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.33% +19.80%
Apr 1982 - Mar 1998
+3.07%
Apr 1998 - Mar 2014
0.00%
0 out of 389
Euro Inflation Adjusted +6.97% +17.00%
Apr 1982 - Mar 1998
+1.09%
Apr 1998 - Mar 2014
0.00%
0 out of 389
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.99% +21.29%
Aug 1980 - Jul 1997
+3.64%
Sep 2000 - Aug 2017
0.00%
0 out of 377
Euro Inflation Adjusted +6.75% +18.03%
Aug 1980 - Jul 1997
+1.90%
Sep 2000 - Aug 2017
0.00%
0 out of 377
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.85% +21.54%
Apr 1980 - Mar 1998
+4.17%
Nov 2000 - Oct 2018
0.00%
0 out of 365
Euro Inflation Adjusted +6.72% +18.30%
Apr 1980 - Mar 1998
+2.39%
Nov 2000 - Oct 2018
0.00%
0 out of 365
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.60% +20.53%
Apr 1980 - Mar 1999
+4.28%
Jun 2001 - May 2020
0.00%
0 out of 353
Euro Inflation Adjusted +6.46% +17.45%
Jul 1980 - Jun 1999
+2.66%
Jun 2001 - May 2020
0.00%
0 out of 353
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.70% +20.54%
Sep 1980 - Aug 2000
+3.78%
Nov 2000 - Oct 2020
0.00%
0 out of 341
Euro Inflation Adjusted +6.45% +17.53%
Sep 1980 - Aug 2000
+2.15%
Nov 2000 - Oct 2020
0.00%
0 out of 341
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 S&P US Dividend Aristocrats (USDV.DE) ETF: Historical Returns page.