Xtrackers S&P 500 Equal Weight (XDEW.DE): Rolling Returns

Data Source: from May 2003 to April 2024 (~21 years)
Consolidated Returns as of 30 April 2024

Holding the Xtrackers S&P 500 Equal Weight (XDEW.DE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~21 years), the longest period with a negative return lasted 75 months (from September 2003 to November 2009).

This means that every rolling period of 76 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Xtrackers S&P 500 Equal Weight (XDEW.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 S&P 500 EQUAL WEIGHT (XDEW.DE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 May 2003 - 30 April 2024 (~21 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.64% +70.76%
Apr 2009 - Mar 2010
-37.45%
Jan 2008 - Dec 2008
19.09%
46 out of 241
Euro Inflation Adjusted +8.39% +68.10%
Apr 2009 - Mar 2010
-38.43%
Jan 2008 - Dec 2008
26.56%
64 out of 241
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 +12.43% +45.03%
Mar 2009 - Feb 2011
-28.98%
Mar 2007 - Feb 2009
12.66%
29 out of 229
Euro Inflation Adjusted +10.36% +42.69%
Mar 2009 - Feb 2011
-30.52%
Mar 2007 - Feb 2009
17.90%
41 out of 229
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 +12.04% +30.84%
Mar 2009 - Feb 2012
-19.99%
Mar 2006 - Feb 2009
14.75%
32 out of 217
Euro Inflation Adjusted +9.70% +28.27%
Mar 2009 - Feb 2012
-21.63%
Mar 2006 - Feb 2009
15.67%
34 out of 217
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 +12.00% +27.49%
Apr 2009 - Mar 2013
-10.41%
Mar 2005 - Feb 2009
14.63%
30 out of 205
Euro Inflation Adjusted +9.53% +24.79%
Apr 2009 - Mar 2013
-12.30%
Mar 2005 - Feb 2009
21.95%
45 out of 205
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 +12.03% +26.13%
Mar 2009 - Feb 2014
-7.65%
Mar 2004 - Feb 2009
9.33%
18 out of 193
Euro Inflation Adjusted +9.82% +24.01%
Mar 2009 - Feb 2014
-9.58%
Mar 2004 - Feb 2009
19.69%
38 out of 193
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 +11.59% +28.49%
Mar 2009 - Feb 2015
-0.55%
Nov 2003 - Oct 2009
2.76%
5 out of 181
Euro Inflation Adjusted +9.40% +26.74%
Mar 2009 - Feb 2015
-2.55%
Jul 2003 - Jun 2009
9.39%
17 out of 181
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 +11.71% +22.91%
Mar 2009 - Feb 2016
+2.83%
Oct 2004 - Sep 2011
0.00%
0 out of 169
Euro Inflation Adjusted +9.85% +21.50%
Mar 2009 - Feb 2016
+0.73%
Oct 2004 - Sep 2011
0.00%
0 out of 169
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 +12.31% +23.52%
Mar 2009 - Feb 2017
+3.22%
Sep 2003 - Aug 2011
0.00%
0 out of 157
Euro Inflation Adjusted +10.59% +21.98%
Mar 2009 - Feb 2017
+1.16%
Sep 2003 - Aug 2011
0.00%
0 out of 157
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 +12.40% +20.40%
Mar 2009 - Feb 2018
+5.75%
Nov 2003 - Oct 2012
0.00%
0 out of 145
Euro Inflation Adjusted +10.78% +18.92%
Mar 2009 - Feb 2018
+3.52%
Nov 2003 - Oct 2012
0.00%
0 out of 145
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 +12.56% +19.46%
Mar 2009 - Feb 2019
+7.13%
Sep 2003 - Aug 2013
0.00%
0 out of 133
Euro Inflation Adjusted +10.30% +17.98%
Mar 2009 - Feb 2019
+5.00%
Sep 2003 - Aug 2013
0.00%
0 out of 133
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 +12.75% +17.86%
Mar 2009 - Feb 2020
+8.79%
Sep 2003 - Aug 2014
0.00%
0 out of 121
Euro Inflation Adjusted +10.77% +16.40%
Mar 2009 - Feb 2020
+6.78%
Sep 2003 - Aug 2014
0.00%
0 out of 121
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 +11.26% +18.52%
Apr 2009 - Mar 2021
+8.40%
Apr 2006 - Mar 2018
0.00%
0 out of 109
Euro Inflation Adjusted +9.56% +17.03%
Apr 2009 - Mar 2021
+6.80%
Apr 2006 - Mar 2018
0.00%
0 out of 109
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 +10.31% +18.71%
Mar 2009 - Feb 2022
+7.65%
Apr 2007 - Mar 2020
0.00%
0 out of 97
Euro Inflation Adjusted +8.57% +16.87%
Mar 2009 - Feb 2022
+6.18%
Apr 2007 - Mar 2020
0.00%
0 out of 97
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 +10.38% +17.45%
Mar 2009 - Feb 2023
+7.16%
Apr 2006 - Mar 2020
0.00%
0 out of 85
Euro Inflation Adjusted +8.67% +15.09%
Mar 2009 - Feb 2023
+5.65%
Apr 2006 - Mar 2020
0.00%
0 out of 85
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 +10.49% +16.93%
Mar 2009 - Feb 2024
+8.26%
Aug 2005 - Jul 2020
0.00%
0 out of 73
Euro Inflation Adjusted +8.76% +14.54%
Mar 2009 - Feb 2024
+6.71%
Apr 2005 - Mar 2020
0.00%
0 out of 73
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 +10.30% +13.22%
Apr 2008 - Mar 2024
+8.03%
Apr 2004 - Mar 2020
0.00%
0 out of 61
Euro Inflation Adjusted +8.43% +10.98%
Apr 2008 - Mar 2024
+6.42%
Apr 2004 - Mar 2020
0.00%
0 out of 61
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 +10.06% +11.49%
May 2005 - Apr 2022
+8.92%
Nov 2003 - Oct 2020
0.00%
0 out of 49
Euro Inflation Adjusted +8.04% +9.69%
Jan 2005 - Dec 2021
+7.03%
Nov 2006 - Oct 2023
0.00%
0 out of 49
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 +10.61% +11.41%
May 2003 - Apr 2021
+9.34%
Dec 2005 - Nov 2023
0.00%
0 out of 37
Euro Inflation Adjusted +8.38% +9.72%
May 2003 - Apr 2021
+7.11%
Dec 2005 - Nov 2023
0.00%
0 out of 37
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.34% +11.72%
May 2003 - Apr 2022
+9.84%
Jun 2004 - May 2023
0.00%
0 out of 25
Euro Inflation Adjusted +8.12% +9.70%
May 2003 - Apr 2022
+7.60%
Jun 2004 - May 2023
0.00%
0 out of 25
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.23% +10.70%
May 2003 - Apr 2023
+9.55%
Nov 2003 - Oct 2023
0.00%
0 out of 13
Euro Inflation Adjusted +7.97% +8.43%
May 2003 - Apr 2023
+7.27%
Nov 2003 - Oct 2023
0.00%
0 out of 13
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Xtrackers S&P 500 Equal Weight (XDEW.DE) ETF: Historical Returns page.