When holding the Fidelity US High Dividend (FCUD.TO) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~49 years), the longest duration with a negative return was 158 months (from July 1998 to August 2011).
This indicates that, within the same timeframe, any rolling period of 159 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.
Fidelity US High Dividend (FCUD.TO) ETF: Historical Returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Dec 31, 2024, the annualized return of the previous 10 years has been 11.22%.
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.
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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.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-28.14%
Mar 2008 - Feb 2009 |
+13.59% |
+60.97%
Jul 1982 - Jun 1983 |
16.46%
95 out of 577 |
-29.15%
Mar 2008 - Feb 2009 |
+9.28% |
+52.66%
Jul 1982 - Jun 1983 |
25.30%
146 out of 577 |
-24.45%
Mar 2007 - Feb 2009 |
+12.81% |
+45.99%
Jun 1984 - May 1986 |
12.57%
71 out of 565 |
-25.66%
Mar 2007 - Feb 2009 |
+7.97% |
+40.17%
Jun 1984 - May 1986 |
19.12%
108 out of 565 |
-12.20%
Mar 2006 - Feb 2009 |
+13.11% |
+38.82%
Aug 1984 - Jul 1987 |
13.92%
77 out of 553 |
-13.72%
Mar 2006 - Feb 2009 |
+7.89% |
+33.15%
Aug 1984 - Jul 1987 |
17.54%
97 out of 553 |
-9.40%
Mar 2005 - Feb 2009 |
+13.86% |
+38.15%
Jun 1982 - May 1986 |
15.90%
86 out of 541 |
-11.05%
Mar 2005 - Feb 2009 |
+8.29% |
+32.04%
Jun 1982 - May 1986 |
19.04%
103 out of 541 |
-7.72%
Mar 2004 - Feb 2009 |
+13.58% |
+36.14%
Aug 1982 - Jul 1987 |
13.42%
71 out of 529 |
-9.45%
Mar 2004 - Feb 2009 |
+9.39% |
+30.33%
Aug 1982 - Jul 1987 |
19.66%
104 out of 529 |
-3.44%
Mar 2003 - Feb 2009 |
+13.54% |
+31.87%
Oct 1981 - Sep 1987 |
10.64%
55 out of 517 |
-5.06%
Mar 2003 - Feb 2009 |
+9.27% |
+25.27%
Oct 1981 - Sep 1987 |
20.50%
106 out of 517 |
-6.37%
Mar 2002 - Feb 2009 |
+13.47% |
+30.35%
Apr 1980 - Mar 1987 |
8.91%
45 out of 505 |
-8.33%
Mar 2002 - Feb 2009 |
+9.74% |
+22.11%
Sep 1980 - Aug 1987 |
16.63%
84 out of 505 |
-5.32%
Mar 2001 - Feb 2009 |
+13.55% |
+27.74%
Aug 1979 - Jul 1987 |
6.29%
31 out of 493 |
-7.21%
Mar 2001 - Feb 2009 |
+10.53% |
+20.60%
Jan 1991 - Dec 1998 |
14.60%
72 out of 493 |
-3.60%
Jun 2000 - May 2009 |
+13.02% |
+26.37%
Mar 1978 - Feb 1987 |
8.11%
39 out of 481 |
-5.61%
Jun 2000 - May 2009 |
+10.70% |
+17.66%
Mar 1978 - Feb 1987 |
11.02%
53 out of 481 |
-3.78%
Mar 1999 - Feb 2009 |
+13.37% |
+24.84%
Sep 1977 - Aug 1987 |
8.53%
40 out of 469 |
-5.85%
Mar 1999 - Feb 2009 |
+10.59% |
+17.34%
Jan 1989 - Dec 1998 |
11.51%
54 out of 469 |
-2.45%
Mar 1998 - Feb 2009 |
+13.15% |
+24.02%
Sep 1976 - Aug 1987 |
7.22%
33 out of 457 |
-4.42%
Mar 1998 - Feb 2009 |
+10.81% |
+16.29%
Jan 1988 - Dec 1998 |
12.47%
57 out of 457 |
-1.23%
Jul 1998 - Jun 2010 |
+13.28% |
+20.63%
Sep 1977 - Aug 1989 |
3.37%
15 out of 445 |
-3.19%
Jul 1998 - Jun 2010 |
+10.57% |
+14.76%
Sep 1988 - Aug 2000 |
11.24%
50 out of 445 |
-0.14%
Aug 1998 - Jul 2011 |
+11.80% |
+20.32%
Aug 1976 - Jul 1989 |
0.23%
1 out of 433 |
-2.21%
Aug 1998 - Jul 2011 |
+9.76% |
+16.06%
Aug 1984 - Jul 1997 |
7.39%
32 out of 433 |
+0.76%
Jan 1999 - Dec 2012 |
+11.10% |
+20.28%
Jan 1976 - Dec 1989 |
0.00%
0 out of 421 |
-1.26%
Jan 1999 - Dec 2012 |
+8.91% |
+16.47%
Aug 1984 - Jul 1998 |
4.51%
19 out of 421 |
+2.24%
Jan 1998 - Dec 2012 |
+10.53% |
+21.27%
Aug 1982 - Jul 1997 |
0.00%
0 out of 409 |
+0.26%
Jan 1998 - Dec 2012 |
+8.31% |
+17.37%
Aug 1982 - Jul 1997 |
0.00%
0 out of 409 |
+3.85%
Aug 1998 - Jul 2014 |
+9.85% |
+21.43%
Apr 1982 - Mar 1998 |
0.00%
0 out of 397 |
+1.80%
Aug 1998 - Jul 2014 |
+7.46% |
+17.65%
Aug 1982 - Jul 1998 |
0.00%
0 out of 397 |
+4.88%
Jul 1998 - Jun 2015 |
+9.32% |
+20.87%
Feb 1982 - Jan 1999 |
0.00%
0 out of 385 |
+2.86%
Jul 1998 - Jun 2015 |
+7.03% |
+16.95%
Feb 1982 - Jan 1999 |
0.00%
0 out of 385 |
+4.69%
Apr 2002 - Mar 2020 |
+9.05% |
+21.25%
Apr 1980 - Mar 1998 |
0.00%
0 out of 373 |
+2.83%
Apr 2002 - Mar 2020 |
+6.76% |
+16.24%
Apr 1980 - Mar 1998 |
0.00%
0 out of 373 |
+4.90%
Apr 2001 - Mar 2020 |
+8.68% |
+20.64%
Apr 1980 - Mar 1999 |
0.00%
0 out of 361 |
+3.04%
Apr 2001 - Mar 2020 |
+6.39% |
+15.85%
Apr 1980 - Mar 1999 |
0.00%
0 out of 361 |
+4.67%
Apr 2000 - Mar 2020 |
+8.69% |
+20.27%
Jan 1979 - Dec 1998 |
0.00%
0 out of 349 |
+2.78%
Apr 2000 - Mar 2020 |
+6.47% |
+15.10%
Jan 1979 - Dec 1998 |
0.00%
0 out of 349 |
+6.24%
Jan 1999 - Dec 2023 |
+9.65% |
+18.19%
Jan 1976 - Dec 2000 |
0.00%
0 out of 289 |
+3.92%
Jan 1999 - Dec 2023 |
+7.55% |
+12.81%
Jan 1976 - Dec 2000 |
0.00%
0 out of 289 |
+8.63%
Apr 1990 - Mar 2020 |
+10.53% |
+14.63%
Jan 1976 - Dec 2005 |
0.00%
0 out of 229 |
+6.60%
Apr 1990 - Mar 2020 |
+7.90% |
+9.91%
Feb 1977 - Jan 2007 |
0.00%
0 out of 229 |
Fidelity US High Dividend (FCUD.TO) ETF: Historical Returns