UBS Bloomberg MSCI US Liquid Corporates Sustainable EUR Hedged (UET0.DE): Rolling Returns

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Period: May 1993 - January 2025 (~32 years)
Currency: EUR
Inflation: Eurozone
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When holding the UBS Bloomberg MSCI US Liquid Corporates Sustainable EUR Hedged (UET0.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 176 months (from May 2010 to December 2024).

This indicates that, within the same timeframe, any rolling period of 177 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.

UBS BLOOMBERG MSCI US LIQUID CORPORATES SUSTAINABLE EUR HEDGED (UET0.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 May 1993 - 31 January 2025 (~32 years)

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As of Jan 31, 2025, the annualized return of the previous 10 years has been -2.33%.

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.

UBS BLOOMBERG MSCI US LIQUID CORPORATES SUSTAINABLE EUR HEDGED (UET0.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 May 1993 - 31 January 2025 (~32 years)
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.

UBS BLOOMBERG MSCI US LIQUID CORPORATES SUSTAINABLE EUR HEDGED (UET0.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 May 1993 - 31 January 2025 (~32 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-33.54%
Nov 2021 - Oct 2022
+4.81% +23.31%
Dec 2008 - Nov 2009
23.78%
88 out of 370
-39.92%
Nov 2021 - Oct 2022
+3.23% +22.72%
Dec 2008 - Nov 2009
33.78%
125 out of 370
-19.28%
Nov 2020 - Oct 2022
+4.48% +16.33%
Nov 2008 - Oct 2010
12.29%
44 out of 358
-24.76%
Nov 2020 - Oct 2022
+2.67% +15.28%
Nov 2008 - Oct 2010
22.07%
79 out of 358
-13.34%
Nov 2020 - Oct 2023
+4.22% +11.84%
Jun 2000 - May 2003
11.27%
39 out of 346
-18.10%
Nov 2020 - Oct 2023
+2.71% +9.65%
Nov 2008 - Oct 2011
19.08%
66 out of 346
-9.05%
Nov 2019 - Oct 2023
+4.72% +11.20%
Dec 2008 - Nov 2012
11.08%
37 out of 334
-12.76%
May 2020 - Apr 2024
+2.87% +9.13%
Dec 2008 - Nov 2012
16.77%
56 out of 334
-6.56%
Nov 2017 - Oct 2022
+5.40% +9.32%
Aug 2007 - Jul 2012
10.56%
34 out of 322
-9.66%
Nov 2017 - Oct 2022
+3.46% +7.17%
Aug 2007 - Jul 2012
14.60%
47 out of 322
-5.55%
Nov 2016 - Oct 2022
+5.83% +8.23%
Jan 2007 - Dec 2012
10.97%
34 out of 310
-8.57%
Nov 2017 - Oct 2023
+3.82% +6.36%
Dec 2008 - Nov 2014
14.52%
45 out of 310
-4.79%
Nov 2016 - Oct 2023
+5.96% +8.42%
Nov 1994 - Oct 2001
11.07%
33 out of 298
-7.62%
Nov 2016 - Oct 2023
+3.86% +6.47%
Nov 1994 - Oct 2001
12.42%
37 out of 298
-3.73%
Nov 2015 - Oct 2023
+5.93% +8.58%
Jan 1995 - Dec 2002
10.84%
31 out of 286
-6.30%
Nov 2015 - Oct 2023
+3.94% +6.53%
Jan 1995 - Dec 2002
12.59%
36 out of 286
-3.30%
Nov 2014 - Oct 2023
+5.69% +8.38%
Jun 1994 - May 2003
11.31%
31 out of 274
-5.61%
Nov 2014 - Oct 2023
+3.75% +6.32%
Jun 1994 - May 2003
13.50%
37 out of 274
-2.70%
Nov 2012 - Oct 2022
+5.52% +8.05%
Jan 1995 - Dec 2004
11.83%
31 out of 262
-4.79%
Feb 2015 - Jan 2025
+3.64% +5.97%
Jan 1995 - Dec 2004
13.36%
35 out of 262
-2.47%
Nov 2012 - Oct 2023
+5.36% +7.59%
Jun 1994 - May 2005
12.40%
31 out of 250
-4.47%
Nov 2012 - Oct 2023
+3.58% +5.50%
Jun 1994 - May 2005
13.60%
34 out of 250
-1.57%
Jan 2013 - Dec 2024
+5.31% +7.36%
Jun 2000 - May 2012
13.03%
31 out of 238
-3.58%
Jan 2013 - Dec 2024
+3.58% +5.15%
Feb 2000 - Jan 2012
13.45%
32 out of 238
-1.22%
Nov 2010 - Oct 2023
+5.30% +7.27%
Jan 2000 - Dec 2012
12.83%
29 out of 226
-3.35%
Nov 2010 - Oct 2023
+3.53% +5.08%
Feb 2000 - Jan 2013
13.72%
31 out of 226
-0.43%
Nov 2010 - Oct 2024
+5.41% +7.14%
Sep 1996 - Aug 2010
7.01%
15 out of 214
-2.56%
Nov 2010 - Oct 2024
+3.66% +5.17%
Sep 1996 - Aug 2010
14.49%
31 out of 214
+0.14%
Feb 2010 - Jan 2025
+5.46% +7.30%
Dec 1994 - Nov 2009
0.00%
0 out of 202
-2.01%
Feb 2010 - Jan 2025
+3.49% +5.25%
Feb 1995 - Jan 2010
14.85%
30 out of 202
+0.93%
May 2008 - Apr 2024
+5.40% +7.45%
Nov 1994 - Oct 2010
0.00%
0 out of 190
-1.14%
Nov 2007 - Oct 2023
+3.64% +5.40%
Nov 1994 - Oct 2010
15.79%
30 out of 190
+1.11%
Feb 2008 - Jan 2025
+5.42% +7.22%
Jan 1995 - Dec 2011
0.00%
0 out of 178
-0.97%
Nov 2006 - Oct 2023
+3.58% +5.16%
Feb 1995 - Jan 2012
17.42%
31 out of 178
+1.19%
Nov 2005 - Oct 2023
+5.19% +7.32%
Jan 1995 - Dec 2012
0.00%
0 out of 166
-0.88%
Nov 2005 - Oct 2023
+3.40% +5.19%
Dec 1994 - Nov 2012
18.07%
30 out of 166
+1.17%
Nov 2004 - Oct 2023
+5.09% +7.02%
May 1994 - Apr 2013
0.00%
0 out of 154
-0.92%
Nov 2004 - Oct 2023
+3.36% +4.90%
May 1994 - Apr 2013
18.83%
29 out of 154
+1.45%
Nov 2003 - Oct 2023
+5.11% +6.87%
May 1993 - Apr 2013
0.00%
0 out of 142
-0.66%
Nov 2003 - Oct 2023
+3.37% +4.88%
Feb 1995 - Jan 2015
19.72%
28 out of 142
+2.43%
Nov 1998 - Oct 2023
+4.94% +5.63%
Dec 1994 - Nov 2019
0.00%
0 out of 82
+0.32%
Nov 1998 - Oct 2023
+3.24% +3.89%
Feb 1995 - Jan 2020
0.00%
0 out of 82
+3.27%
Nov 1993 - Oct 2023
+3.62% +3.78%
Oct 1994 - Sep 2024
0.00%
0 out of 22
+1.16%
Nov 1993 - Oct 2023
+1.54% +1.69%
Oct 1994 - Sep 2024
0.00%
0 out of 22
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