Consolidated Returns as of 30 June 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 (~49 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
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The annualized return of the last 10 years has been 11.26% (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 | +11.30% |
+84.97%
Aug 1982 - Jul 1983 |
-35.62%
Apr 2002 - Mar 2003 |
22.59%
129 out of 571 |
Euro Inflation Adjusted | +8.89% |
+79.83%
Aug 1982 - Jul 1983 |
-37.11%
Apr 2002 - Mar 2003 |
26.62%
152 out of 571 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.64% |
+50.31%
Feb 1982 - Jan 1984 |
-26.01%
Mar 2007 - Feb 2009 |
13.42%
75 out of 559 |
Euro Inflation Adjusted | +8.35% |
+47.24%
Aug 1995 - Jul 1997 |
-27.61%
Mar 2007 - Feb 2009 |
20.75%
116 out of 559 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.45% |
+50.48%
Mar 1982 - Feb 1985 |
-17.16%
Mar 2006 - Feb 2009 |
14.63%
80 out of 547 |
Euro Inflation Adjusted | +8.83% |
+46.00%
Mar 1982 - Feb 1985 |
-18.85%
Mar 2006 - Feb 2009 |
18.65%
102 out of 547 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.29% |
+44.02%
Feb 1981 - Jan 1985 |
-9.26%
Nov 2000 - Oct 2004 |
14.58%
78 out of 535 |
Euro Inflation Adjusted | +8.63% |
+38.66%
Feb 1981 - Jan 1985 |
-11.25%
Nov 2000 - Oct 2004 |
17.57%
94 out of 535 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.29% |
+42.11%
Mar 1980 - Feb 1985 |
-7.10%
Mar 2004 - Feb 2009 |
14.34%
75 out of 523 |
Euro Inflation Adjusted | +9.12% |
+36.80%
Jul 1980 - Jun 1985 |
-9.04%
Mar 2004 - Feb 2009 |
20.27%
106 out of 523 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.04% |
+37.28%
Mar 1979 - Feb 1985 |
-4.34%
Apr 2002 - Mar 2008 |
8.81%
45 out of 511 |
Euro Inflation Adjusted | +9.08% |
+32.22%
Jun 1980 - May 1986 |
-6.51%
Apr 2002 - Mar 2008 |
19.37%
99 out of 511 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.55% |
+33.13%
Mar 1978 - Feb 1985 |
-8.33%
Mar 2002 - Feb 2009 |
5.61%
28 out of 499 |
Euro Inflation Adjusted | +9.37% |
+28.28%
Aug 1980 - Jul 1987 |
-10.22%
Mar 2002 - Feb 2009 |
12.42%
62 out of 499 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.27% |
+29.18%
Aug 1979 - Jul 1987 |
-6.83%
Mar 2001 - Feb 2009 |
5.75%
28 out of 487 |
Euro Inflation Adjusted | +10.37% |
+25.36%
Aug 1979 - Jul 1987 |
-8.78%
Mar 2001 - Feb 2009 |
7.80%
38 out of 487 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.96% |
+27.35%
Oct 1978 - Sep 1987 |
-5.55%
Apr 2000 - Mar 2009 |
7.37%
35 out of 475 |
Euro Inflation Adjusted | +9.97% |
+23.70%
Sep 1980 - Aug 1989 |
-7.52%
Apr 2000 - Mar 2009 |
9.68%
46 out of 475 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.56% |
+24.86%
Sep 1979 - Aug 1989 |
-3.49%
Mar 1999 - Feb 2009 |
8.64%
40 out of 463 |
Euro Inflation Adjusted | +9.42% |
+21.44%
Sep 1979 - Aug 1989 |
-5.48%
Mar 1999 - Feb 2009 |
11.02%
51 out of 463 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.71% |
+24.01%
Oct 1978 - Sep 1989 |
-2.84%
Apr 1998 - Mar 2009 |
6.21%
28 out of 451 |
Euro Inflation Adjusted | +9.43% |
+20.40%
Oct 1978 - Sep 1989 |
-4.75%
Apr 1998 - Mar 2009 |
13.08%
59 out of 451 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.65% |
+21.07%
Jun 1979 - May 1991 |
-0.93%
Nov 2000 - Oct 2012 |
1.59%
7 out of 439 |
Euro Inflation Adjusted | +9.34% |
+17.61%
Sep 1977 - Aug 1989 |
-3.03%
Nov 2000 - Oct 2012 |
12.98%
57 out of 439 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.12% |
+20.22%
Apr 1980 - Mar 1993 |
+0.41%
Sep 2000 - Aug 2013 |
0.00%
0 out of 427 |
Euro Inflation Adjusted | +8.86% |
+16.80%
Jul 1980 - Jun 1993 |
-1.62%
Sep 2000 - Aug 2013 |
8.20%
35 out of 427 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.72% |
+19.79%
Nov 1979 - Oct 1993 |
+1.37%
Apr 1998 - Mar 2012 |
0.00%
0 out of 415 |
Euro Inflation Adjusted | +8.39% |
+16.21%
Nov 1979 - Oct 1993 |
-0.69%
Apr 1998 - Mar 2012 |
2.41%
10 out of 415 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.12% |
+19.80%
Aug 1982 - Jul 1997 |
+2.48%
Jan 1998 - Dec 2012 |
0.00%
0 out of 403 |
Euro Inflation Adjusted | +7.60% |
+17.04%
Aug 1982 - Jul 1997 |
+0.43%
Jan 1998 - Dec 2012 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.36% |
+19.80%
Apr 1982 - Mar 1998 |
+3.07%
Apr 1998 - Mar 2014 |
0.00%
0 out of 391 |
Euro Inflation Adjusted | +6.99% |
+17.00%
Apr 1982 - Mar 1998 |
+1.09%
Apr 1998 - Mar 2014 |
0.00%
0 out of 391 |
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Annualized Rolling Returns - 17 Years (204 months)
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 379 |
Euro Inflation Adjusted | +6.74% |
+18.03%
Aug 1980 - Jul 1997 |
+1.90%
Sep 2000 - Aug 2017 |
0.00%
0 out of 379 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.82% |
+21.54%
Apr 1980 - Mar 1998 |
+4.17%
Nov 2000 - Oct 2018 |
0.00%
0 out of 367 |
Euro Inflation Adjusted | +6.68% |
+18.30%
Apr 1980 - Mar 1998 |
+2.39%
Nov 2000 - Oct 2018 |
0.00%
0 out of 367 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.58% |
+20.53%
Apr 1980 - Mar 1999 |
+4.28%
Jun 2001 - May 2020 |
0.00%
0 out of 355 |
Euro Inflation Adjusted | +6.46% |
+17.45%
Jul 1980 - Jun 1999 |
+2.66%
Jun 2001 - May 2020 |
0.00%
0 out of 355 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.65% |
+20.54%
Sep 1980 - Aug 2000 |
+3.78%
Nov 2000 - Oct 2020 |
0.00%
0 out of 343 |
Euro Inflation Adjusted | +6.45% |
+17.53%
Sep 1980 - Aug 2000 |
+2.15%
Nov 2000 - Oct 2020 |
0.00%
0 out of 343 |
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To obtain comprehensive information, please consult the SPDR S&P US Dividend Aristocrats (USDV.DE) ETF: Historical Returns page.