Consolidated Returns as of 30 June 2024
Holding the Xtrackers EUR High Yield Corporate Bond (XHYG.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~35 years), the longest period with a negative return lasted 143 months (from February 1997 to December 2008).
This means that every rolling period of 144 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Xtrackers EUR High Yield Corporate Bond (XHYG.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 2.35% (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 | +5.46% |
+56.37%
Apr 2009 - Mar 2010 |
-29.71%
Jan 2008 - Dec 2008 |
22.74%
93 out of 409 |
Euro Inflation Adjusted | +3.76% |
+53.94%
Apr 2009 - Mar 2010 |
-30.81%
Jan 2008 - Dec 2008 |
30.07%
123 out of 409 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.87% |
+31.83%
Jan 2009 - Dec 2010 |
-16.89%
Jan 2007 - Dec 2008 |
15.37%
61 out of 397 |
Euro Inflation Adjusted | +3.24% |
+29.80%
Jan 2009 - Dec 2010 |
-18.77%
Jan 2007 - Dec 2008 |
24.94%
99 out of 397 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.50% |
+21.57%
Apr 2009 - Mar 2012 |
-9.83%
Jan 2006 - Dec 2008 |
12.21%
47 out of 385 |
Euro Inflation Adjusted | +2.95% |
+18.83%
Apr 2009 - Mar 2012 |
-11.76%
Jan 2006 - Dec 2008 |
24.16%
93 out of 385 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.84% |
+19.88%
Jan 2009 - Dec 2012 |
-6.30%
Jan 2005 - Dec 2008 |
8.58%
32 out of 373 |
Euro Inflation Adjusted | +3.03% |
+17.50%
Jan 2009 - Dec 2012 |
-8.31%
Jan 2005 - Dec 2008 |
22.79%
85 out of 373 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.59% |
+17.28%
Jan 2009 - Dec 2013 |
-3.23%
Jan 2004 - Dec 2008 |
6.09%
22 out of 361 |
Euro Inflation Adjusted | +2.86% |
+15.21%
Jan 2009 - Dec 2013 |
-5.33%
Jan 2004 - Dec 2008 |
18.84%
68 out of 361 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.81% |
+14.91%
Jan 2009 - Dec 2014 |
-0.15%
Nov 1996 - Oct 2002 |
0.86%
3 out of 349 |
Euro Inflation Adjusted | +2.86% |
+13.26%
Jan 2009 - Dec 2014 |
-2.53%
Nov 2016 - Oct 2022 |
15.47%
54 out of 349 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.73% |
+12.85%
Dec 2008 - Nov 2015 |
-0.70%
Jan 2002 - Dec 2008 |
0.59%
2 out of 337 |
Euro Inflation Adjusted | +2.99% |
+11.44%
Dec 2008 - Nov 2015 |
-2.86%
Dec 2001 - Nov 2008 |
10.98%
37 out of 337 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.80% |
+11.99%
Jan 2009 - Dec 2016 |
-1.34%
Mar 2001 - Feb 2009 |
1.85%
6 out of 325 |
Euro Inflation Adjusted | +3.22% |
+10.59%
Jan 2009 - Dec 2016 |
-3.41%
Mar 2001 - Feb 2009 |
12.00%
39 out of 325 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.90% |
+11.12%
Jan 2009 - Dec 2017 |
-1.26%
Jan 2000 - Dec 2008 |
2.24%
7 out of 313 |
Euro Inflation Adjusted | +3.35% |
+9.73%
Jan 2009 - Dec 2017 |
-3.41%
Jan 2000 - Dec 2008 |
12.78%
40 out of 313 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.75% |
+9.69%
Apr 2009 - Mar 2019 |
-0.44%
Jan 1999 - Dec 2008 |
1.66%
5 out of 301 |
Euro Inflation Adjusted | +3.07% |
+8.27%
Apr 2009 - Mar 2019 |
-2.55%
Jan 1999 - Dec 2008 |
2.99%
9 out of 301 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.76% |
+9.58%
Jan 2009 - Dec 2019 |
-0.37%
Jan 1998 - Dec 2008 |
1.38%
4 out of 289 |
Euro Inflation Adjusted | +2.78% |
+8.19%
Jan 2009 - Dec 2019 |
-2.37%
Jan 1998 - Dec 2008 |
3.46%
10 out of 289 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.77% |
+8.90%
Jan 2009 - Dec 2020 |
+0.13%
Jan 1997 - Dec 2008 |
0.00%
0 out of 277 |
Euro Inflation Adjusted | +2.62% |
+7.66%
Jan 2009 - Dec 2020 |
-1.82%
Jan 1997 - Dec 2008 |
3.25%
9 out of 277 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.83% |
+8.43%
Jan 2009 - Dec 2021 |
+1.02%
Jan 1996 - Dec 2008 |
0.00%
0 out of 265 |
Euro Inflation Adjusted | +2.67% |
+6.89%
Jan 2009 - Dec 2021 |
-0.96%
Jan 1996 - Dec 2008 |
2.64%
7 out of 265 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.99% |
+7.06%
Jan 2009 - Dec 2022 |
+1.53%
Jan 1995 - Dec 2008 |
0.00%
0 out of 253 |
Euro Inflation Adjusted | +2.94% |
+5.25%
Nov 2002 - Oct 2016 |
-0.51%
Dec 1994 - Nov 2008 |
1.98%
5 out of 253 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.96% |
+7.35%
Jan 2009 - Dec 2023 |
+0.99%
Jan 1994 - Dec 2008 |
0.00%
0 out of 241 |
Euro Inflation Adjusted | +2.99% |
+5.21%
Nov 2002 - Oct 2017 |
-1.06%
Jan 1994 - Dec 2008 |
2.90%
7 out of 241 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.84% |
+6.44%
Aug 2002 - Jul 2018 |
+2.03%
Apr 1993 - Mar 2009 |
0.00%
0 out of 229 |
Euro Inflation Adjusted | +2.92% |
+4.71%
Aug 2002 - Jul 2018 |
-0.03%
Jan 1993 - Dec 2008 |
0.87%
2 out of 229 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.85% |
+6.28%
Nov 2002 - Oct 2019 |
+2.38%
Apr 1992 - Mar 2009 |
0.00%
0 out of 217 |
Euro Inflation Adjusted | +2.94% |
+4.58%
Nov 2002 - Oct 2019 |
+0.17%
Jan 1992 - Dec 2008 |
0.00%
0 out of 217 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.81% |
+5.83%
Jan 2003 - Dec 2020 |
+2.84%
Apr 1991 - Mar 2009 |
0.00%
0 out of 205 |
Euro Inflation Adjusted | +2.86% |
+4.27%
Jan 2003 - Dec 2020 |
+0.58%
Apr 1991 - Mar 2009 |
0.00%
0 out of 205 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.73% |
+5.95%
Aug 2002 - Jul 2021 |
+3.12%
Jan 1990 - Dec 2008 |
0.00%
0 out of 193 |
Euro Inflation Adjusted | +2.84% |
+4.29%
Aug 2002 - Jul 2021 |
+0.68%
Dec 1989 - Nov 2008 |
0.00%
0 out of 193 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.87% |
+5.72%
Apr 1995 - Mar 2015 |
+3.61%
Apr 2000 - Mar 2020 |
0.00%
0 out of 181 |
Euro Inflation Adjusted | +2.92% |
+3.84%
Apr 1995 - Mar 2015 |
+1.71%
Jul 1989 - Jun 2009 |
0.00%
0 out of 181 |
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To obtain comprehensive information, please consult the Xtrackers EUR High Yield Corporate Bond (XHYG.DE) ETF: Historical Returns page.