FT AlphaDEX US Health Care Sector (FHH.TO): Rolling Returns

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Period: January 1985 - February 2025 (~40 years)
Currency: CAD
Inflation: Canada
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When holding the FT AlphaDEX US Health Care Sector (FHH.TO) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~40 years), the longest duration with a negative return was 155 months (from April 1999 to February 2012).

This indicates that, within the same timeframe, any rolling period of 156 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.

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.

FT ALPHADEX US HEALTH CARE SECTOR (FHH.TO) ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 March 1995 - 28 February 2025 (30 Years)
Time Period: 1 January 1985 - 28 February 2025 (~40 years)

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As of Feb 28, 2025, the annualized return of the previous 10 years has been 6.49%.

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.

FT ALPHADEX US HEALTH CARE SECTOR (FHH.TO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 March 1995 - 28 February 2025 (30 Years)
Time Period: 1 January 1985 - 28 February 2025 (~40 years)
Canada Inflation Adjusted:

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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.

FT ALPHADEX US HEALTH CARE SECTOR (FHH.TO) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 28 February 2025 (~40 years)
Canada Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-19.57%
Sep 1987 - Aug 1988
+13.13% +54.22%
Jan 1985 - Dec 1985
25.27%
119 out of 471
-22.59%
Sep 1987 - Aug 1988
+10.44% +50.45%
Apr 1997 - Mar 1998
29.94%
141 out of 471
-13.71%
Jun 2007 - May 2009
+10.49% +44.85%
Apr 1997 - Mar 1999
20.70%
95 out of 459
-14.70%
Jun 2007 - May 2009
+8.22% +43.43%
Apr 1997 - Mar 1999
31.15%
143 out of 459
-7.51%
Apr 2002 - Mar 2005
+11.63% +36.09%
Aug 1996 - Jul 1999
21.48%
96 out of 447
-9.71%
Apr 2002 - Mar 2005
+8.71% +34.06%
Aug 1996 - Jul 1999
28.19%
126 out of 447
-6.46%
Jun 2002 - May 2006
+12.72% +36.59%
Jan 1995 - Dec 1998
21.84%
95 out of 435
-8.67%
Jun 2002 - May 2006
+9.76% +34.68%
Jan 1995 - Dec 1998
25.98%
113 out of 435
-6.19%
Jun 2004 - May 2009
+14.06% +32.99%
Apr 1994 - Mar 1999
20.33%
86 out of 423
-7.83%
Jun 2004 - May 2009
+10.87% +31.03%
Apr 1994 - Mar 1999
24.11%
102 out of 423
-5.07%
Apr 2002 - Mar 2008
+14.08% +30.22%
May 1993 - Apr 1999
18.98%
78 out of 411
-7.10%
Apr 2002 - Mar 2008
+10.94% +28.45%
Mar 1993 - Feb 1999
21.65%
89 out of 411
-5.35%
Jun 2002 - May 2009
+14.15% +27.86%
Jul 1992 - Jun 1999
16.79%
67 out of 399
-7.23%
Jun 2002 - May 2009
+11.64% +26.03%
Jul 1992 - Jun 1999
20.30%
81 out of 399
-4.74%
Jun 2001 - May 2009
+13.67% +28.48%
Jan 1991 - Dec 1998
13.44%
52 out of 387
-6.52%
Jun 2001 - May 2009
+11.54% +26.35%
Jan 1991 - Dec 1998
19.38%
75 out of 387
-3.78%
Jun 2000 - May 2009
+13.12% +28.00%
Feb 1990 - Jan 1999
13.07%
49 out of 375
-5.79%
Jun 2000 - May 2009
+11.35% +25.52%
Feb 1990 - Jan 1999
16.53%
62 out of 375
-2.74%
Jun 1999 - May 2009
+12.46% +27.35%
Jan 1989 - Dec 1998
11.29%
41 out of 363
-4.78%
Jun 1999 - May 2009
+10.04% +24.41%
Jan 1989 - Dec 1998
16.25%
59 out of 363
-2.21%
Aug 1999 - Jul 2010
+12.06% +26.76%
Apr 1988 - Mar 1999
9.12%
32 out of 351
-4.21%
Aug 1999 - Jul 2010
+9.87% +23.71%
Apr 1988 - Mar 1999
13.68%
48 out of 351
-1.06%
Apr 1999 - Mar 2011
+11.83% +25.27%
Jan 1988 - Dec 1999
5.60%
19 out of 339
-3.18%
Apr 1999 - Mar 2011
+9.54% +22.20%
Jan 1988 - Dec 1999
10.62%
36 out of 339
+0.18%
Mar 1999 - Feb 2012
+11.44% +23.40%
May 1985 - Apr 1998
0.00%
0 out of 327
-1.96%
Mar 1999 - Feb 2012
+9.31% +19.96%
Aug 1985 - Jul 1998
7.95%
26 out of 327
+1.27%
Jan 1999 - Dec 2012
+10.60% +25.05%
Jan 1985 - Dec 1998
0.00%
0 out of 315
-0.76%
Jan 1999 - Dec 2012
+8.79% +21.56%
Jan 1985 - Dec 1998
1.59%
5 out of 315
+4.00%
Jan 1998 - Dec 2012
+9.81% +24.20%
Jan 1985 - Dec 1999
0.00%
0 out of 303
+1.98%
Jan 1998 - Dec 2012
+7.79% +20.75%
Jan 1985 - Dec 1999
0.00%
0 out of 303
+4.57%
Apr 2000 - Mar 2016
+9.43% +21.85%
Jan 1985 - Dec 2000
0.00%
0 out of 291
+2.60%
May 2000 - Apr 2016
+7.29% +18.44%
Jan 1985 - Dec 2000
0.00%
0 out of 291
+4.65%
Apr 1999 - Mar 2016
+8.80% +20.81%
Jan 1985 - Dec 2001
0.00%
0 out of 279
+2.64%
Apr 1999 - Mar 2016
+6.72% +17.58%
Jan 1985 - Dec 2001
0.00%
0 out of 279
+4.91%
Feb 1999 - Jan 2017
+8.75% +19.42%
Jan 1985 - Dec 2002
0.00%
0 out of 267
+2.91%
Feb 1999 - Jan 2017
+6.70% +16.16%
Jan 1985 - Dec 2002
0.00%
0 out of 267
+5.26%
Jan 2000 - Dec 2018
+8.79% +17.97%
Jan 1985 - Dec 2003
0.00%
0 out of 255
+3.30%
Apr 1999 - Mar 2018
+6.77% +14.79%
Jan 1985 - Dec 2003
0.00%
0 out of 255
+5.37%
Apr 2000 - Mar 2020
+9.24% +16.64%
Jan 1985 - Dec 2004
0.00%
0 out of 243
+3.46%
Apr 2000 - Mar 2020
+7.23% +13.53%
Jan 1985 - Dec 2004
0.00%
0 out of 243
+5.89%
Jan 2000 - Dec 2024
+10.70% +13.31%
Apr 1990 - Mar 2015
0.00%
0 out of 183
+3.59%
Jul 1999 - Jun 2024
+8.48% +11.12%
Apr 1990 - Mar 2015
0.00%
0 out of 183
+9.62%
Mar 1995 - Feb 2025
+11.90% +14.39%
Jan 1985 - Dec 2014
0.00%
0 out of 123
+7.38%
Mar 1995 - Feb 2025
+9.67% +11.73%
Jan 1985 - Dec 2014
0.00%
0 out of 123
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