Data Source: from May 2003 to June 2024 (~21 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 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 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 May 2003 - 30 June 2024 (~21 years)
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Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.74% |
+70.76%
Apr 2009 - Mar 2010 |
-37.45%
Jan 2008 - Dec 2008 |
18.93%
46 out of 243 |
| Euro Inflation Adjusted | +8.48% |
+68.10%
Apr 2009 - Mar 2010 |
-38.43%
Jan 2008 - Dec 2008 |
26.34%
64 out of 243 |
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 | +12.33% |
+45.03%
Mar 2009 - Feb 2011 |
-28.98%
Mar 2007 - Feb 2009 |
12.55%
29 out of 231 |
| Euro Inflation Adjusted | +10.30% |
+42.69%
Mar 2009 - Feb 2011 |
-30.52%
Mar 2007 - Feb 2009 |
17.75%
41 out of 231 |
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 | +11.97% |
+30.84%
Mar 2009 - Feb 2012 |
-19.99%
Mar 2006 - Feb 2009 |
14.61%
32 out of 219 |
| Euro Inflation Adjusted | +9.67% |
+28.27%
Mar 2009 - Feb 2012 |
-21.63%
Mar 2006 - Feb 2009 |
15.53%
34 out of 219 |
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 | +12.46% |
+27.49%
Apr 2009 - Mar 2013 |
-10.41%
Mar 2005 - Feb 2009 |
14.49%
30 out of 207 |
| Euro Inflation Adjusted | +9.56% |
+24.79%
Apr 2009 - Mar 2013 |
-12.30%
Mar 2005 - Feb 2009 |
21.74%
45 out of 207 |
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 | +12.03% |
+26.13%
Mar 2009 - Feb 2014 |
-7.65%
Mar 2004 - Feb 2009 |
9.23%
18 out of 195 |
| Euro Inflation Adjusted | +9.73% |
+24.01%
Mar 2009 - Feb 2014 |
-9.58%
Mar 2004 - Feb 2009 |
19.49%
38 out of 195 |
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 | +11.59% |
+28.49%
Mar 2009 - Feb 2015 |
-0.55%
Nov 2003 - Oct 2009 |
2.73%
5 out of 183 |
| Euro Inflation Adjusted | +9.19% |
+26.74%
Mar 2009 - Feb 2015 |
-2.55%
Jul 2003 - Jun 2009 |
9.29%
17 out of 183 |
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 | +11.57% |
+22.91%
Mar 2009 - Feb 2016 |
+2.83%
Oct 2004 - Sep 2011 |
0.00%
0 out of 171 |
| Euro Inflation Adjusted | +9.82% |
+21.50%
Mar 2009 - Feb 2016 |
+0.73%
Oct 2004 - Sep 2011 |
0.00%
0 out of 171 |
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 | +12.26% |
+23.52%
Mar 2009 - Feb 2017 |
+3.22%
Sep 2003 - Aug 2011 |
0.00%
0 out of 159 |
| Euro Inflation Adjusted | +10.59% |
+21.98%
Mar 2009 - Feb 2017 |
+1.16%
Sep 2003 - Aug 2011 |
0.00%
0 out of 159 |
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 | +12.34% |
+20.40%
Mar 2009 - Feb 2018 |
+5.75%
Nov 2003 - Oct 2012 |
0.00%
0 out of 147 |
| Euro Inflation Adjusted | +10.41% |
+18.92%
Mar 2009 - Feb 2018 |
+3.52%
Nov 2003 - Oct 2012 |
0.00%
0 out of 147 |
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 | +12.47% |
+19.46%
Mar 2009 - Feb 2019 |
+7.13%
Sep 2003 - Aug 2013 |
0.00%
0 out of 135 |
| Euro Inflation Adjusted | +10.22% |
+17.98%
Mar 2009 - Feb 2019 |
+5.00%
Sep 2003 - Aug 2013 |
0.00%
0 out of 135 |
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 | +12.75% |
+17.86%
Mar 2009 - Feb 2020 |
+8.79%
Sep 2003 - Aug 2014 |
0.00%
0 out of 123 |
| Euro Inflation Adjusted | +10.63% |
+16.40%
Mar 2009 - Feb 2020 |
+6.78%
Sep 2003 - Aug 2014 |
0.00%
0 out of 123 |
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 | +11.38% |
+18.52%
Apr 2009 - Mar 2021 |
+8.40%
Apr 2006 - Mar 2018 |
0.00%
0 out of 111 |
| Euro Inflation Adjusted | +9.87% |
+17.03%
Apr 2009 - Mar 2021 |
+6.80%
Apr 2006 - Mar 2018 |
0.00%
0 out of 111 |
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 | +10.32% |
+18.71%
Mar 2009 - Feb 2022 |
+7.65%
Apr 2007 - Mar 2020 |
0.00%
0 out of 99 |
| Euro Inflation Adjusted | +8.66% |
+16.87%
Mar 2009 - Feb 2022 |
+6.18%
Apr 2007 - Mar 2020 |
0.00%
0 out of 99 |
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 | +10.41% |
+17.45%
Mar 2009 - Feb 2023 |
+7.16%
Apr 2006 - Mar 2020 |
0.00%
0 out of 87 |
| Euro Inflation Adjusted | +8.69% |
+15.09%
Mar 2009 - Feb 2023 |
+5.65%
Apr 2006 - Mar 2020 |
0.00%
0 out of 87 |
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 | +10.54% |
+16.93%
Mar 2009 - Feb 2024 |
+8.26%
Aug 2005 - Jul 2020 |
0.00%
0 out of 75 |
| Euro Inflation Adjusted | +8.77% |
+14.54%
Mar 2009 - Feb 2024 |
+6.71%
Apr 2005 - Mar 2020 |
0.00%
0 out of 75 |
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 | +10.30% |
+13.24%
Jul 2008 - Jun 2024 |
+8.03%
Apr 2004 - Mar 2020 |
0.00%
0 out of 63 |
| Euro Inflation Adjusted | +8.46% |
+11.03%
Jul 2008 - Jun 2024 |
+6.42%
Apr 2004 - Mar 2020 |
0.00%
0 out of 63 |
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 | +10.06% |
+11.49%
May 2005 - Apr 2022 |
+8.92%
Nov 2003 - Oct 2020 |
0.00%
0 out of 51 |
| Euro Inflation Adjusted | +8.00% |
+9.69%
Jan 2005 - Dec 2021 |
+7.03%
Nov 2006 - Oct 2023 |
0.00%
0 out of 51 |
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 | +10.59% |
+11.41%
May 2003 - Apr 2021 |
+9.34%
Dec 2005 - Nov 2023 |
0.00%
0 out of 39 |
| Euro Inflation Adjusted | +8.36% |
+9.72%
May 2003 - Apr 2021 |
+7.11%
Dec 2005 - Nov 2023 |
0.00%
0 out of 39 |
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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Annualized Rolling Returns - 19 Years (228 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.33% |
+11.72%
May 2003 - Apr 2022 |
+9.84%
Jun 2004 - May 2023 |
0.00%
0 out of 27 |
| Euro Inflation Adjusted | +8.10% |
+9.70%
May 2003 - Apr 2022 |
+7.60%
Jun 2004 - May 2023 |
0.00%
0 out of 27 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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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 15 |
| Euro Inflation Adjusted | +7.96% |
+8.43%
May 2003 - Apr 2023 |
+7.27%
Nov 2003 - Oct 2023 |
0.00%
0 out of 15 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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To obtain comprehensive information, please consult the Xtrackers S&P 500 Equal Weight (XDEW.DE) ETF: Historical Returns page.
