Xtrackers MSCI USA ESG (XZMU.DE): Rolling Returns

Simulation Settings
Category:
Period: September 2005 - May 2025 (~20 years)
Currency: EUR
Inflation: Eurozone
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When holding the Xtrackers MSCI USA ESG (XZMU.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~20 years), the longest duration with a negative return was 72 months (from October 2005 to September 2011).

This indicates that, within the same timeframe, any rolling period of 73 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.

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.

XTRACKERS MSCI USA ESG (XZMU.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 June 2015 - 31 May 2025 (10 Years)
Time Period: 1 September 2005 - 31 May 2025 (~20 years)
Eurozone Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

XTRACKERS MSCI USA ESG (XZMU.DE) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 September 2005 - 31 May 2025 (~20 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-37.20%
Jan 2008 - Dec 2008
+12.57% +59.07%
Apr 2009 - Mar 2010
20.35%
46 out of 226
-38.18%
Jan 2008 - Dec 2008
+10.10% +56.59%
Apr 2009 - Mar 2010
24.78%
56 out of 226
-26.80%
Mar 2007 - Feb 2009
+12.74% +39.33%
Mar 2009 - Feb 2011
13.08%
28 out of 214
-28.39%
Mar 2007 - Feb 2009
+10.78% +37.09%
Mar 2009 - Feb 2011
18.22%
39 out of 214
-16.80%
Mar 2006 - Feb 2009
+13.66% +29.44%
Jan 2019 - Dec 2021
13.37%
27 out of 202
-18.51%
Mar 2006 - Feb 2009
+9.63% +27.77%
Jun 2012 - May 2015
13.86%
28 out of 202
-5.21%
Dec 2005 - Nov 2009
+13.87% +24.45%
Apr 2009 - Mar 2013
10.53%
20 out of 190
-6.96%
Dec 2005 - Nov 2009
+11.30% +23.31%
Dec 2011 - Nov 2015
15.26%
29 out of 190
-1.81%
Oct 2006 - Sep 2011
+13.68% +23.25%
Mar 2009 - Feb 2014
2.25%
4 out of 178
-3.78%
Oct 2006 - Sep 2011
+11.36% +21.17%
Mar 2009 - Feb 2014
11.80%
21 out of 178
-0.45%
Oct 2005 - Sep 2011
+13.37% +25.81%
Apr 2009 - Mar 2015
0.60%
1 out of 166
-2.41%
Oct 2005 - Sep 2011
+11.72% +23.96%
Mar 2009 - Feb 2015
3.61%
6 out of 166
+3.22%
Jan 2006 - Dec 2012
+13.33% +21.10%
Dec 2008 - Nov 2015
0.00%
0 out of 154
+1.11%
Jan 2006 - Dec 2012
+11.81% +19.59%
Dec 2008 - Nov 2015
0.00%
0 out of 154
+5.68%
Oct 2005 - Sep 2013
+13.42% +21.31%
Mar 2009 - Feb 2017
0.00%
0 out of 142
+3.65%
Oct 2005 - Sep 2013
+11.11% +19.80%
Mar 2009 - Feb 2017
0.00%
0 out of 142
+7.56%
Oct 2005 - Sep 2014
+13.03% +17.98%
Jan 2013 - Dec 2021
0.00%
0 out of 130
+5.68%
Oct 2005 - Sep 2014
+11.23% +16.60%
Jan 2013 - Dec 2021
0.00%
0 out of 130
+7.96%
Mar 2006 - Feb 2016
+13.44% +17.71%
Oct 2011 - Sep 2021
0.00%
0 out of 118
+6.42%
Feb 2006 - Jan 2016
+11.39% +16.32%
Oct 2011 - Sep 2021
0.00%
0 out of 118
+7.71%
Jun 2007 - May 2018
+14.23% +16.77%
Mar 2009 - Feb 2020
0.00%
0 out of 106
+6.17%
Jun 2007 - May 2018
+12.08% +15.33%
Mar 2009 - Feb 2020
0.00%
0 out of 106
+7.56%
Jan 2007 - Dec 2018
+13.49% +17.57%
Apr 2009 - Mar 2021
0.00%
0 out of 94
+6.00%
Apr 2006 - Mar 2018
+11.30% +16.09%
Apr 2009 - Mar 2021
0.00%
0 out of 94
+7.47%
Jan 2006 - Dec 2018
+13.60% +18.09%
Apr 2009 - Mar 2022
0.00%
0 out of 82
+5.87%
Jan 2006 - Dec 2018
+11.48% +16.38%
Jan 2009 - Dec 2021
0.00%
0 out of 82
+7.76%
Apr 2006 - Mar 2020
+13.20% +16.12%
Mar 2009 - Feb 2023
0.00%
0 out of 70
+6.25%
Apr 2006 - Mar 2020
+11.21% +13.79%
Mar 2009 - Feb 2023
0.00%
0 out of 70
+9.03%
Oct 2005 - Sep 2020
+11.47% +17.14%
Apr 2009 - Mar 2024
0.00%
0 out of 58
+7.56%
Oct 2005 - Sep 2020
+9.59% +14.72%
Apr 2009 - Mar 2024
0.00%
0 out of 58
+9.53%
Jun 2007 - May 2023
+10.72% +17.14%
Mar 2009 - Feb 2025
0.00%
0 out of 46
+7.31%
Jun 2007 - May 2023
+8.89% +14.73%
Mar 2009 - Feb 2025
0.00%
0 out of 46
+9.38%
Jan 2006 - Dec 2022
+10.45% +13.15%
Feb 2008 - Jan 2025
0.00%
0 out of 34
+7.20%
Apr 2006 - Mar 2023
+8.23% +10.88%
Feb 2008 - Jan 2025
0.00%
0 out of 34
+9.86%
Nov 2005 - Oct 2023
+10.70% +11.71%
Dec 2006 - Nov 2024
0.00%
0 out of 22
+7.60%
Nov 2005 - Oct 2023
+8.43% +9.42%
Dec 2006 - Nov 2024
0.00%
0 out of 22
+10.16%
May 2006 - Apr 2025
+10.98% +11.46%
Dec 2005 - Nov 2024
0.00%
0 out of 10
+7.90%
May 2006 - Apr 2025
+8.69% +9.18%
Dec 2005 - Nov 2024
0.00%
0 out of 10
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