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

Data Source: from September 2005 to April 2024 (~19 years)
Consolidated Returns as of 30 April 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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 September 2005 - 30 April 2024 (~19 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.85% +59.07%
Apr 2009 - Mar 2010
-37.20%
Jan 2008 - Dec 2008
21.60%
46 out of 213
Euro Inflation Adjusted +9.99% +56.59%
Apr 2009 - Mar 2010
-38.18%
Jan 2008 - Dec 2008
25.35%
54 out of 213
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.09% +39.33%
Mar 2009 - Feb 2011
-26.80%
Mar 2007 - Feb 2009
13.93%
28 out of 201
Euro Inflation Adjusted +9.78% +37.09%
Mar 2009 - Feb 2011
-28.39%
Mar 2007 - Feb 2009
19.40%
39 out of 201
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.79% +29.44%
Jan 2019 - Dec 2021
-16.80%
Mar 2006 - Feb 2009
14.29%
27 out of 189
Euro Inflation Adjusted +10.32% +27.77%
Jun 2012 - May 2015
-18.51%
Mar 2006 - Feb 2009
14.81%
28 out of 189
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.71% +24.45%
Apr 2009 - Mar 2013
-5.21%
Dec 2005 - Nov 2009
11.30%
20 out of 177
Euro Inflation Adjusted +10.72% +23.31%
Dec 2011 - Nov 2015
-6.96%
Dec 2005 - Nov 2009
16.38%
29 out of 177
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.32% +23.25%
Mar 2009 - Feb 2014
-1.81%
Oct 2006 - Sep 2011
2.42%
4 out of 165
Euro Inflation Adjusted +11.08% +21.17%
Mar 2009 - Feb 2014
-3.78%
Oct 2006 - Sep 2011
12.73%
21 out of 165
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.11% +25.81%
Apr 2009 - Mar 2015
-0.45%
Oct 2005 - Sep 2011
0.65%
1 out of 153
Euro Inflation Adjusted +11.63% +23.96%
Mar 2009 - Feb 2015
-2.41%
Oct 2005 - Sep 2011
3.92%
6 out of 153
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.07% +21.10%
Dec 2008 - Nov 2015
+3.22%
Jan 2006 - Dec 2012
0.00%
0 out of 141
Euro Inflation Adjusted +11.91% +19.59%
Dec 2008 - Nov 2015
+1.11%
Jan 2006 - Dec 2012
0.00%
0 out of 141
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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 129
Euro Inflation Adjusted +11.53% +19.80%
Mar 2009 - Feb 2017
+3.65%
Oct 2005 - Sep 2013
0.00%
0 out of 129
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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 117
Euro Inflation Adjusted +11.51% +16.60%
Jan 2013 - Dec 2021
+5.68%
Oct 2005 - Sep 2014
0.00%
0 out of 117
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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 105
Euro Inflation Adjusted +11.47% +16.32%
Oct 2011 - Sep 2021
+6.42%
Feb 2006 - Jan 2016
0.00%
0 out of 105
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.20% +16.77%
Mar 2009 - Feb 2020
+7.71%
Jun 2007 - May 2018
0.00%
0 out of 93
Euro Inflation Adjusted +12.08% +15.33%
Mar 2009 - Feb 2020
+6.17%
Jun 2007 - May 2018
0.00%
0 out of 93
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.89% +17.57%
Apr 2009 - Mar 2021
+7.56%
Jan 2007 - Dec 2018
0.00%
0 out of 81
Euro Inflation Adjusted +10.99% +16.09%
Apr 2009 - Mar 2021
+6.00%
Apr 2006 - Mar 2018
0.00%
0 out of 81
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.04% +18.09%
Apr 2009 - Mar 2022
+7.47%
Jan 2006 - Dec 2018
0.00%
0 out of 69
Euro Inflation Adjusted +11.06% +16.38%
Jan 2009 - Dec 2021
+5.87%
Jan 2006 - Dec 2018
0.00%
0 out of 69
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.54% +16.12%
Mar 2009 - Feb 2023
+7.76%
Apr 2006 - Mar 2020
0.00%
0 out of 57
Euro Inflation Adjusted +10.93% +13.79%
Mar 2009 - Feb 2023
+6.25%
Apr 2006 - Mar 2020
0.00%
0 out of 57
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.88% +17.14%
Apr 2009 - Mar 2024
+9.03%
Oct 2005 - Sep 2020
0.00%
0 out of 45
Euro Inflation Adjusted +9.19% +14.72%
Apr 2009 - Mar 2024
+7.56%
Oct 2005 - Sep 2020
0.00%
0 out of 45
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.52% +13.49%
Apr 2008 - Mar 2024
+9.53%
Jun 2007 - May 2023
0.00%
0 out of 33
Euro Inflation Adjusted +8.55% +11.24%
Apr 2008 - Mar 2024
+7.31%
Jun 2007 - May 2023
0.00%
0 out of 33
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.22% +11.14%
Apr 2007 - Mar 2024
+9.38%
Jan 2006 - Dec 2022
0.00%
0 out of 21
Euro Inflation Adjusted +8.00% +8.84%
Apr 2007 - Mar 2024
+7.20%
Apr 2006 - Mar 2023
0.00%
0 out of 21
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.38% +10.77%
Apr 2006 - Mar 2024
+9.86%
Nov 2005 - Oct 2023
0.00%
0 out of 9
Euro Inflation Adjusted +8.09% +8.49%
Apr 2006 - Mar 2024
+7.60%
Nov 2005 - Oct 2023
0.00%
0 out of 9
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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