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

Data Source: from September 2005 to June 2024 (~19 years)
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.

XTRACKERS MSCI USA ESG (XZMU.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 September 2005 - 30 June 2024 (~19 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns
Timeframes ending in every month

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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns
Timeframes ending in every month

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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns
Timeframes ending in every month

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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns
Timeframes ending in every month

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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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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
15 Years Annualized Rolling Returns
Timeframes ending in every month

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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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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
16 Years Annualized Rolling Returns
Timeframes ending in every month

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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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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
17 Years Annualized Rolling Returns
Timeframes ending in every month

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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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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
18 Years Annualized Rolling Returns
Timeframes ending in every month

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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the Xtrackers MSCI USA ESG (XZMU.DE) ETF: Historical Returns page.