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

Simulation Settings
Category:
Period: August 1953 - June 2025 (~72 years)
Initial Amount: 1€
Currency: EUR
Inflation: Eurozone
(Change Settings)
The minimum date range must be at least 24 months. 'Date To' cannot be beyond June 2025.
Reset settings
Close

When holding the UBS CMCI Composite SF (UIQK.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~72 years), the longest duration with a negative return was 242 months (from September 2000 to October 2020).

This indicates that, within the same timeframe, any rolling period of 243 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 CMCI COMPOSITE SF (UIQK.DE) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 August 1953 - 30 June 2025 (~72 years)
30 Years
(1995/07 - 2025/06)
All Data
(1953/08 - 2025/06)

Loading data
Please wait

Loading data
Please wait

As of Jun 30, 2025, the annualized return of the previous 10 years has been 4.15%.

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
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 August 1953 - 30 June 2025 (~72 years)
30 Years
(1995/07 - 2025/06)
All Data
(1953/08 - 2025/06)
Eurozone Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

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 CMCI COMPOSITE SF (UIQK.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 August 1953 - 30 June 2025 (~72 years)
Over Time
Histogram
Eurozone Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-42.38%
Jul 2008 - Jun 2009
+4.11% +91.49%
Mar 1999 - Feb 2000
38.38%
327 out of 852
-42.29%
Jul 2008 - Jun 2009
+1.17% +87.86%
Mar 1999 - Feb 2000
45.54%
388 out of 852
-23.57%
Feb 1997 - Jan 1999
+3.14% +67.81%
Dec 1998 - Nov 2000
36.55%
307 out of 840
-24.26%
Feb 1997 - Jan 1999
+0.89% +64.60%
Dec 1998 - Nov 2000
45.95%
386 out of 840
-12.80%
Sep 2012 - Aug 2015
+3.48% +50.62%
Nov 1971 - Oct 1974
30.68%
254 out of 828
-14.18%
Nov 1974 - Oct 1977
+1.36% +41.32%
Nov 1971 - Oct 1974
43.48%
360 out of 828
-10.94%
Sep 2012 - Aug 2016
+4.94% +39.18%
Dec 1970 - Nov 1974
25.25%
206 out of 816
-11.40%
Sep 2012 - Aug 2016
+2.49% +30.71%
Dec 1970 - Nov 1974
37.25%
304 out of 816
-8.83%
Sep 2012 - Aug 2017
+5.22% +32.30%
Dec 1969 - Nov 1974
18.91%
152 out of 804
-9.48%
Sep 2012 - Aug 2017
+2.94% +24.88%
Nov 1969 - Oct 1974
37.06%
298 out of 804
-7.30%
May 2014 - Apr 2020
+6.39% +26.16%
Nov 1968 - Oct 1974
20.33%
161 out of 792
-8.05%
May 2014 - Apr 2020
+3.74% +19.86%
Nov 1968 - Oct 1974
36.24%
287 out of 792
-7.43%
Apr 2013 - Mar 2020
+7.16% +21.78%
Nov 1967 - Oct 1974
17.82%
139 out of 780
-8.15%
Sep 2008 - Aug 2015
+4.42% +17.96%
Jan 1999 - Dec 2005
33.59%
262 out of 780
-7.22%
Jul 2008 - Jun 2016
+7.38% +19.46%
Oct 1971 - Sep 1979
17.58%
135 out of 768
-8.23%
Jul 2008 - Jun 2016
+4.59% +14.08%
Mar 1977 - Feb 1985
33.20%
255 out of 768
-7.04%
Jul 2008 - Jun 2017
+7.31% +19.96%
Dec 1971 - Nov 1980
14.42%
109 out of 756
-8.07%
Jul 2008 - Jun 2017
+4.75% +14.52%
Mar 1999 - Feb 2008
30.95%
234 out of 756
-5.26%
Jul 2008 - Jun 2018
+6.97% +19.17%
Dec 1970 - Nov 1980
12.63%
94 out of 744
-6.38%
Jul 2008 - Jun 2018
+4.60% +13.37%
Dec 1970 - Nov 1980
28.09%
209 out of 744
-5.11%
Jul 2008 - Jun 2019
+7.63% +18.59%
Aug 1972 - Jul 1983
11.07%
81 out of 732
-6.26%
Jul 2008 - Jun 2019
+4.94% +12.96%
Aug 1972 - Jul 1983
26.78%
196 out of 732
-5.96%
Jul 2008 - Jun 2020
+7.92% +18.80%
Sep 1971 - Aug 1983
10.00%
72 out of 720
-7.02%
Jul 2008 - Jun 2020
+5.00% +13.38%
Oct 1978 - Sep 1990
24.03%
173 out of 720
-3.01%
May 2007 - Apr 2020
+7.98% +18.89%
Oct 1971 - Sep 1984
9.18%
65 out of 708
-4.31%
May 2007 - Apr 2020
+5.04% +13.50%
Oct 1977 - Sep 1990
23.02%
163 out of 708
-3.32%
May 2006 - Apr 2020
+7.85% +18.24%
Jun 1970 - May 1984
6.03%
42 out of 696
-4.65%
May 2006 - Apr 2020
+4.93% +12.76%
Jun 1970 - May 1984
21.41%
149 out of 696
-2.83%
Oct 2005 - Sep 2020
+7.91% +17.76%
Mar 1970 - Feb 1985
4.39%
30 out of 684
-4.14%
Oct 2005 - Sep 2020
+5.11% +12.45%
Mar 1970 - Feb 1985
18.71%
128 out of 684
-1.75%
Apr 2004 - Mar 2020
+8.09% +16.61%
Mar 1969 - Feb 1985
2.53%
17 out of 672
-3.22%
Apr 2004 - Mar 2020
+5.33% +11.49%
Mar 1969 - Feb 1985
16.96%
114 out of 672
-0.42%
Jul 2008 - Jun 2025
+7.87% +15.49%
Mar 1968 - Feb 1985
1.06%
7 out of 660
-2.35%
Jul 2008 - Jun 2025
+5.25% +11.20%
Jun 1972 - May 1989
14.24%
94 out of 660
-0.30%
Dec 2000 - Nov 2018
+7.64% +15.88%
Oct 1972 - Sep 1990
0.31%
2 out of 648
-1.98%
Dec 2000 - Nov 2018
+5.11% +11.76%
Oct 1972 - Sep 1990
9.57%
62 out of 648
-1.01%
May 2001 - Apr 2020
+8.04% +16.82%
Oct 1971 - Sep 1990
0.94%
6 out of 636
-2.58%
May 2001 - Apr 2020
+5.16% +12.53%
Oct 1971 - Sep 1990
5.19%
33 out of 636
-0.51%
Nov 2000 - Oct 2020
+8.25% +16.10%
Oct 1970 - Sep 1990
0.64%
4 out of 624
-2.07%
Nov 2000 - Oct 2020
+5.19% +11.73%
Oct 1970 - Sep 1990
3.21%
20 out of 624
+2.87%
Jul 2000 - Jun 2025
+8.75% +13.57%
Feb 1972 - Jan 1997
0.00%
0 out of 564
+0.73%
Jul 2000 - Jun 2025
+5.39% +9.68%
Aug 1972 - Jul 1997
0.00%
0 out of 564
+2.19%
Oct 1990 - Sep 2020
+8.42% +13.56%
Dec 1970 - Nov 2000
0.00%
0 out of 504
+0.31%
Oct 1990 - Sep 2020
+5.63% +9.83%
Dec 1970 - Nov 2000
0.00%
0 out of 504
Build wealth
with Lazy Portfolios and Passive Investing