UBS CMCI Composite SF (UIQK.DE): Rolling Returns

Data Source: from January 1975 to April 2024 (~49 years)
Consolidated Returns as of 30 April 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 (~49 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

UBS CMCI COMPOSITE SF (UIQK.DE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 4.09% (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.

UBS CMCI COMPOSITE SF (UIQK.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1975 - 30 April 2024 (~49 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.75% +91.49%
Mar 1999 - Feb 2000
-42.38%
Jul 2008 - Jun 2009
36.49%
212 out of 581
Euro Inflation Adjusted +4.86% +87.86%
Mar 1999 - Feb 2000
-42.29%
Jul 2008 - Jun 2009
40.79%
237 out of 581
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 +6.74% +67.81%
Dec 1998 - Nov 2000
-23.57%
Feb 1997 - Jan 1999
33.92%
193 out of 569
Euro Inflation Adjusted +3.94% +64.60%
Dec 1998 - Nov 2000
-24.26%
Feb 1997 - Jan 1999
39.72%
226 out of 569
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 +7.31% +30.65%
Oct 1987 - Sep 1990
-12.80%
Sep 2012 - Aug 2015
30.88%
172 out of 557
Euro Inflation Adjusted +4.54% +27.05%
Oct 1987 - Sep 1990
-13.33%
Sep 2012 - Aug 2015
36.45%
203 out of 557
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 +7.48% +27.57%
Oct 1986 - Sep 1990
-10.94%
Sep 2012 - Aug 2016
23.12%
126 out of 545
Euro Inflation Adjusted +5.10% +24.78%
Oct 1986 - Sep 1990
-11.40%
Sep 2012 - Aug 2016
28.07%
153 out of 545
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 +6.89% +22.31%
Mar 1999 - Feb 2004
-8.83%
Sep 2012 - Aug 2017
19.14%
102 out of 533
Euro Inflation Adjusted +4.76% +19.82%
Mar 1999 - Feb 2004
-9.48%
Sep 2012 - Aug 2017
27.58%
147 out of 533
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 +7.14% +21.74%
Sep 1977 - Aug 1983
-7.30%
May 2014 - Apr 2020
16.89%
88 out of 521
Euro Inflation Adjusted +4.58% +16.93%
Mar 1999 - Feb 2005
-8.05%
May 2014 - Apr 2020
25.91%
135 out of 521
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 +7.64% +20.93%
Oct 1977 - Sep 1984
-7.43%
Apr 2013 - Mar 2020
17.29%
88 out of 509
Euro Inflation Adjusted +4.90% +17.96%
Jan 1999 - Dec 2005
-8.15%
Sep 2008 - Aug 2015
24.17%
123 out of 509
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 +7.75% +18.67%
Dec 1976 - Nov 1984
-7.22%
Jul 2008 - Jun 2016
18.31%
91 out of 497
Euro Inflation Adjusted +5.17% +14.08%
Mar 1977 - Feb 1985
-8.23%
Jul 2008 - Jun 2016
24.55%
122 out of 497
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 +7.55% +17.05%
Mar 1999 - Feb 2008
-7.04%
Jul 2008 - Jun 2017
16.49%
80 out of 485
Euro Inflation Adjusted +5.25% +14.52%
Mar 1999 - Feb 2008
-8.07%
Jul 2008 - Jun 2017
23.51%
114 out of 485
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 +6.91% +15.59%
Mar 1975 - Feb 1985
-5.26%
Jul 2008 - Jun 2018
15.01%
71 out of 473
Euro Inflation Adjusted +4.61% +12.32%
Sep 1998 - Aug 2008
-6.38%
Jul 2008 - Jun 2018
21.14%
100 out of 473
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 +7.35% +15.12%
Oct 1978 - Sep 1989
-5.11%
Jul 2008 - Jun 2019
14.75%
68 out of 461
Euro Inflation Adjusted +4.97% +11.77%
Oct 1978 - Sep 1989
-6.26%
Jul 2008 - Jun 2019
21.26%
98 out of 461
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 +7.72% +16.89%
Oct 1978 - Sep 1990
-5.96%
Jul 2008 - Jun 2020
12.25%
55 out of 449
Euro Inflation Adjusted +5.17% +13.38%
Oct 1978 - Sep 1990
-7.02%
Jul 2008 - Jun 2020
18.04%
81 out of 449
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 +7.63% +16.94%
Oct 1977 - Sep 1990
-3.01%
May 2007 - Apr 2020
12.36%
54 out of 437
Euro Inflation Adjusted +5.14% +13.50%
Oct 1977 - Sep 1990
-4.31%
May 2007 - Apr 2020
18.76%
82 out of 437
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 +7.36% +15.73%
Oct 1976 - Sep 1990
-3.32%
May 2006 - Apr 2020
8.71%
37 out of 425
Euro Inflation Adjusted +5.00% +12.27%
Oct 1976 - Sep 1990
-4.65%
May 2006 - Apr 2020
19.76%
84 out of 425
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 +7.49% +14.50%
Nov 1976 - Oct 1991
-2.83%
Oct 2005 - Sep 2020
7.26%
30 out of 413
Euro Inflation Adjusted +5.17% +10.99%
Nov 1976 - Oct 1991
-4.14%
Oct 2005 - Sep 2020
18.40%
76 out of 413
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 +7.31% +13.62%
Aug 1977 - Jul 1993
-1.75%
Apr 2004 - Mar 2020
3.99%
16 out of 401
Euro Inflation Adjusted +5.11% +10.16%
Aug 1977 - Jul 1993
-3.22%
Apr 2004 - Mar 2020
17.21%
69 out of 401
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 +7.35% +12.33%
Nov 1976 - Oct 1993
-0.33%
Dec 2000 - Nov 2017
1.54%
6 out of 389
Euro Inflation Adjusted +5.08% +8.91%
Aug 1977 - Jul 1994
-2.00%
Dec 2000 - Nov 2017
14.91%
58 out of 389
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 +7.11% +12.15%
Oct 1978 - Sep 1996
-0.30%
Dec 2000 - Nov 2018
0.53%
2 out of 377
Euro Inflation Adjusted +4.84% +9.23%
Jan 1988 - Dec 2005
-1.98%
Dec 2000 - Nov 2018
10.08%
38 out of 377
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 +6.75% +12.75%
Dec 1977 - Nov 1996
-1.01%
May 2001 - Apr 2020
1.64%
6 out of 365
Euro Inflation Adjusted +4.58% +9.45%
Dec 1981 - Nov 2000
-2.58%
May 2001 - Apr 2020
5.21%
19 out of 365
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 +6.63% +12.99%
Sep 1977 - Aug 1997
-0.51%
Nov 2000 - Oct 2020
1.13%
4 out of 353
Euro Inflation Adjusted +4.21% +9.73%
Sep 1977 - Aug 1997
-2.07%
Nov 2000 - Oct 2020
5.10%
18 out of 353
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 UBS CMCI Composite SF (UIQK.DE) ETF: Historical Returns page.