Consolidated Returns as of 30 June 2024
Holding the Xtrackers MSCI USA ESG (XZMU.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~19 years), the longest period with a negative return lasted 72 months (from October 2005 to September 2011).
This means that every rolling period of 73 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Xtrackers MSCI USA ESG (XZMU.DE) ETF: Historical Returns page.
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 | +12.31% |
+59.07%
Apr 2009 - Mar 2010 |
-37.20%
Jan 2008 - Dec 2008 |
21.40%
46 out of 215 |
Euro Inflation Adjusted | +10.01% |
+56.59%
Apr 2009 - Mar 2010 |
-38.18%
Jan 2008 - Dec 2008 |
25.12%
54 out of 215 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.15% |
+39.33%
Mar 2009 - Feb 2011 |
-26.80%
Mar 2007 - Feb 2009 |
13.79%
28 out of 203 |
Euro Inflation Adjusted | +10.19% |
+37.09%
Mar 2009 - Feb 2011 |
-28.39%
Mar 2007 - Feb 2009 |
19.21%
39 out of 203 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.83% |
+29.44%
Jan 2019 - Dec 2021 |
-16.80%
Mar 2006 - Feb 2009 |
14.14%
27 out of 191 |
Euro Inflation Adjusted | +10.25% |
+27.77%
Jun 2012 - May 2015 |
-18.51%
Mar 2006 - Feb 2009 |
14.66%
28 out of 191 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.74% |
+24.45%
Apr 2009 - Mar 2013 |
-5.21%
Dec 2005 - Nov 2009 |
11.17%
20 out of 179 |
Euro Inflation Adjusted | +10.76% |
+23.31%
Dec 2011 - Nov 2015 |
-6.96%
Dec 2005 - Nov 2009 |
16.20%
29 out of 179 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.41% |
+23.25%
Mar 2009 - Feb 2014 |
-1.81%
Oct 2006 - Sep 2011 |
2.40%
4 out of 167 |
Euro Inflation Adjusted | +11.16% |
+21.17%
Mar 2009 - Feb 2014 |
-3.78%
Oct 2006 - Sep 2011 |
12.57%
21 out of 167 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.22% |
+25.81%
Apr 2009 - Mar 2015 |
-0.45%
Oct 2005 - Sep 2011 |
0.65%
1 out of 155 |
Euro Inflation Adjusted | +11.70% |
+23.96%
Mar 2009 - Feb 2015 |
-2.41%
Oct 2005 - Sep 2011 |
3.87%
6 out of 155 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.10% |
+21.10%
Dec 2008 - Nov 2015 |
+3.22%
Jan 2006 - Dec 2012 |
0.00%
0 out of 143 |
Euro Inflation Adjusted | +11.85% |
+19.59%
Dec 2008 - Nov 2015 |
+1.11%
Jan 2006 - Dec 2012 |
0.00%
0 out of 143 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.36% |
+21.31%
Mar 2009 - Feb 2017 |
+5.68%
Oct 2005 - Sep 2013 |
0.00%
0 out of 131 |
Euro Inflation Adjusted | +11.45% |
+19.80%
Mar 2009 - Feb 2017 |
+3.65%
Oct 2005 - Sep 2013 |
0.00%
0 out of 131 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.04% |
+17.98%
Jan 2013 - Dec 2021 |
+7.56%
Oct 2005 - Sep 2014 |
0.00%
0 out of 119 |
Euro Inflation Adjusted | +11.39% |
+16.60%
Jan 2013 - Dec 2021 |
+5.68%
Oct 2005 - Sep 2014 |
0.00%
0 out of 119 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.43% |
+17.71%
Oct 2011 - Sep 2021 |
+7.96%
Mar 2006 - Feb 2016 |
0.00%
0 out of 107 |
Euro Inflation Adjusted | +11.47% |
+16.32%
Oct 2011 - Sep 2021 |
+6.42%
Feb 2006 - Jan 2016 |
0.00%
0 out of 107 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.22% |
+16.77%
Mar 2009 - Feb 2020 |
+7.71%
Jun 2007 - May 2018 |
0.00%
0 out of 95 |
Euro Inflation Adjusted | +12.08% |
+15.33%
Mar 2009 - Feb 2020 |
+6.17%
Jun 2007 - May 2018 |
0.00%
0 out of 95 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.92% |
+17.57%
Apr 2009 - Mar 2021 |
+7.56%
Jan 2007 - Dec 2018 |
0.00%
0 out of 83 |
Euro Inflation Adjusted | +11.12% |
+16.09%
Apr 2009 - Mar 2021 |
+6.00%
Apr 2006 - Mar 2018 |
0.00%
0 out of 83 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.10% |
+18.09%
Apr 2009 - Mar 2022 |
+7.47%
Jan 2006 - Dec 2018 |
0.00%
0 out of 71 |
Euro Inflation Adjusted | +11.09% |
+16.38%
Jan 2009 - Dec 2021 |
+5.87%
Jan 2006 - Dec 2018 |
0.00%
0 out of 71 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.73% |
+16.12%
Mar 2009 - Feb 2023 |
+7.76%
Apr 2006 - Mar 2020 |
0.00%
0 out of 59 |
Euro Inflation Adjusted | +10.98% |
+13.79%
Mar 2009 - Feb 2023 |
+6.25%
Apr 2006 - Mar 2020 |
0.00%
0 out of 59 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.94% |
+17.14%
Apr 2009 - Mar 2024 |
+9.03%
Oct 2005 - Sep 2020 |
0.00%
0 out of 47 |
Euro Inflation Adjusted | +9.19% |
+14.72%
Apr 2009 - Mar 2024 |
+7.56%
Oct 2005 - Sep 2020 |
0.00%
0 out of 47 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.52% |
+14.01%
Jul 2008 - Jun 2024 |
+9.53%
Jun 2007 - May 2023 |
0.00%
0 out of 35 |
Euro Inflation Adjusted | +8.61% |
+11.78%
Jul 2008 - Jun 2024 |
+7.31%
Jun 2007 - May 2023 |
0.00%
0 out of 35 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.26% |
+11.14%
Apr 2007 - Mar 2024 |
+9.38%
Jan 2006 - Dec 2022 |
0.00%
0 out of 23 |
Euro Inflation Adjusted | +8.01% |
+8.84%
Apr 2007 - Mar 2024 |
+7.20%
Apr 2006 - Mar 2023 |
0.00%
0 out of 23 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.38% |
+11.38%
Jul 2006 - Jun 2024 |
+9.86%
Nov 2005 - Oct 2023 |
0.00%
0 out of 11 |
Euro Inflation Adjusted | +8.14% |
+9.09%
Jul 2006 - Jun 2024 |
+7.60%
Nov 2005 - Oct 2023 |
0.00%
0 out of 11 |
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To obtain comprehensive information, please consult the Xtrackers MSCI USA ESG (XZMU.DE) ETF: Historical Returns page.