Consolidated Returns as of 30 June 2024
Holding the UBS CMCI Composite SF (UIQK.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~71 years), the longest period with a negative return lasted 242 months (from September 2000 to October 2020).
This means that every rolling period of 243 months or above has always granted a positive return.
To obtain comprehensive information, please consult the UBS CMCI Composite SF (UIQK.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 3.78% (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 | +4.12% |
+91.49%
Mar 1999 - Feb 2000 |
-42.38%
Jul 2008 - Jun 2009 |
38.10%
320 out of 840 |
Euro Inflation Adjusted | +1.18% |
+87.86%
Mar 1999 - Feb 2000 |
-42.29%
Jul 2008 - Jun 2009 |
45.36%
381 out of 840 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.39% |
+67.81%
Dec 1998 - Nov 2000 |
-23.57%
Feb 1997 - Jan 1999 |
36.59%
303 out of 828 |
Euro Inflation Adjusted | +0.99% |
+64.60%
Dec 1998 - Nov 2000 |
-24.26%
Feb 1997 - Jan 1999 |
45.77%
379 out of 828 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.42% |
+50.62%
Nov 1971 - Oct 1974 |
-12.80%
Sep 2012 - Aug 2015 |
30.76%
251 out of 816 |
Euro Inflation Adjusted | +1.28% |
+41.32%
Nov 1971 - Oct 1974 |
-14.18%
Nov 1974 - Oct 1977 |
43.63%
356 out of 816 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.64% |
+39.18%
Dec 1970 - Nov 1974 |
-10.94%
Sep 2012 - Aug 2016 |
25.62%
206 out of 804 |
Euro Inflation Adjusted | +2.25% |
+30.71%
Dec 1970 - Nov 1974 |
-11.40%
Sep 2012 - Aug 2016 |
37.81%
304 out of 804 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.13% |
+32.30%
Dec 1969 - Nov 1974 |
-8.83%
Sep 2012 - Aug 2017 |
19.19%
152 out of 792 |
Euro Inflation Adjusted | +2.85% |
+24.88%
Nov 1969 - Oct 1974 |
-9.48%
Sep 2012 - Aug 2017 |
37.63%
298 out of 792 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.15% |
+26.16%
Nov 1968 - Oct 1974 |
-7.30%
May 2014 - Apr 2020 |
20.64%
161 out of 780 |
Euro Inflation Adjusted | +3.47% |
+19.86%
Nov 1968 - Oct 1974 |
-8.05%
May 2014 - Apr 2020 |
36.79%
287 out of 780 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.08% |
+21.78%
Nov 1967 - Oct 1974 |
-7.43%
Apr 2013 - Mar 2020 |
18.10%
139 out of 768 |
Euro Inflation Adjusted | +4.40% |
+17.96%
Jan 1999 - Dec 2005 |
-8.15%
Sep 2008 - Aug 2015 |
34.11%
262 out of 768 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.35% |
+19.46%
Oct 1971 - Sep 1979 |
-7.22%
Jul 2008 - Jun 2016 |
17.86%
135 out of 756 |
Euro Inflation Adjusted | +4.64% |
+14.08%
Mar 1977 - Feb 1985 |
-8.23%
Jul 2008 - Jun 2016 |
33.73%
255 out of 756 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.35% |
+19.96%
Dec 1971 - Nov 1980 |
-7.04%
Jul 2008 - Jun 2017 |
14.65%
109 out of 744 |
Euro Inflation Adjusted | +4.85% |
+14.52%
Mar 1999 - Feb 2008 |
-8.07%
Jul 2008 - Jun 2017 |
31.45%
234 out of 744 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.05% |
+19.17%
Dec 1970 - Nov 1980 |
-5.26%
Jul 2008 - Jun 2018 |
12.84%
94 out of 732 |
Euro Inflation Adjusted | +4.71% |
+13.37%
Dec 1970 - Nov 1980 |
-6.38%
Jul 2008 - Jun 2018 |
28.55%
209 out of 732 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.73% |
+18.59%
Aug 1972 - Jul 1983 |
-5.11%
Jul 2008 - Jun 2019 |
11.25%
81 out of 720 |
Euro Inflation Adjusted | +5.00% |
+12.96%
Aug 1972 - Jul 1983 |
-6.26%
Jul 2008 - Jun 2019 |
27.22%
196 out of 720 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.00% |
+18.80%
Sep 1971 - Aug 1983 |
-5.96%
Jul 2008 - Jun 2020 |
10.17%
72 out of 708 |
Euro Inflation Adjusted | +5.05% |
+13.38%
Oct 1978 - Sep 1990 |
-7.02%
Jul 2008 - Jun 2020 |
23.87%
169 out of 708 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.07% |
+18.89%
Oct 1971 - Sep 1984 |
-3.01%
May 2007 - Apr 2020 |
9.34%
65 out of 696 |
Euro Inflation Adjusted | +5.13% |
+13.50%
Oct 1977 - Sep 1990 |
-4.31%
May 2007 - Apr 2020 |
22.70%
158 out of 696 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.89% |
+18.24%
Jun 1970 - May 1984 |
-3.32%
May 2006 - Apr 2020 |
6.14%
42 out of 684 |
Euro Inflation Adjusted | +4.97% |
+12.76%
Jun 1970 - May 1984 |
-4.65%
May 2006 - Apr 2020 |
21.20%
145 out of 684 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.99% |
+17.76%
Mar 1970 - Feb 1985 |
-2.83%
Oct 2005 - Sep 2020 |
4.46%
30 out of 672 |
Euro Inflation Adjusted | +5.20% |
+12.45%
Mar 1970 - Feb 1985 |
-4.14%
Oct 2005 - Sep 2020 |
19.05%
128 out of 672 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.20% |
+16.61%
Mar 1969 - Feb 1985 |
-1.75%
Apr 2004 - Mar 2020 |
2.58%
17 out of 660 |
Euro Inflation Adjusted | +5.45% |
+11.49%
Mar 1969 - Feb 1985 |
-3.22%
Apr 2004 - Mar 2020 |
16.82%
111 out of 660 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.99% |
+15.49%
Mar 1968 - Feb 1985 |
-0.33%
Dec 2000 - Nov 2017 |
0.93%
6 out of 648 |
Euro Inflation Adjusted | +5.34% |
+11.20%
Jun 1972 - May 1989 |
-2.00%
Dec 2000 - Nov 2017 |
12.96%
84 out of 648 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.91% |
+15.88%
Oct 1972 - Sep 1990 |
-0.30%
Dec 2000 - Nov 2018 |
0.31%
2 out of 636 |
Euro Inflation Adjusted | +5.15% |
+11.76%
Oct 1972 - Sep 1990 |
-1.98%
Dec 2000 - Nov 2018 |
8.65%
55 out of 636 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.18% |
+16.82%
Oct 1971 - Sep 1990 |
-1.01%
May 2001 - Apr 2020 |
0.96%
6 out of 624 |
Euro Inflation Adjusted | +5.24% |
+12.53%
Oct 1971 - Sep 1990 |
-2.58%
May 2001 - Apr 2020 |
3.69%
23 out of 624 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.32% |
+16.10%
Oct 1970 - Sep 1990 |
-0.51%
Nov 2000 - Oct 2020 |
0.65%
4 out of 612 |
Euro Inflation Adjusted | +5.33% |
+11.73%
Oct 1970 - Sep 1990 |
-2.07%
Nov 2000 - Oct 2020 |
2.94%
18 out of 612 |
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To obtain comprehensive information, please consult the UBS CMCI Composite SF (UIQK.DE) ETF: Historical Returns page.