When holding the iShares 3-7 Year Treasury Bond (IEI) to EUR Hedged ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~75 years), the longest duration with a negative return was 152 months (from September 2011 to April 2024).
This indicates that, within the same timeframe, any rolling period of 153 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.
iShares 3-7 Year Treasury Bond (IEI) to EUR Hedged 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 Aug 31, 2024, the annualized return of the previous 10 years has been 0.06%.
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 |
---|---|---|---|
-12.39%
Oct 2021 - Sep 2022 |
+4.10% |
+28.81%
Oct 1981 - Sep 1982 |
21.13%
187 out of 885 |
-20.63%
Nov 2021 - Oct 2022 |
+1.86% |
+25.89%
Apr 1985 - Mar 1986 |
34.69%
307 out of 885 |
-7.56%
Nov 2020 - Oct 2022 |
+4.69% |
+21.58%
Jul 1984 - Jun 1986 |
12.83%
112 out of 873 |
-13.83%
Nov 2020 - Oct 2022 |
+2.50% |
+20.50%
Sep 1984 - Aug 1986 |
30.70%
268 out of 873 |
-5.36%
Nov 2020 - Oct 2023 |
+4.61% |
+18.53%
Oct 1990 - Sep 1993 |
9.41%
81 out of 861 |
-10.55%
Nov 2020 - Oct 2023 |
+2.30% |
+14.35%
Oct 1990 - Sep 1993 |
23.81%
205 out of 861 |
-3.60%
Sep 1977 - Aug 1981 |
+4.99% |
+15.70%
Oct 1989 - Sep 1993 |
6.24%
53 out of 849 |
-7.96%
Sep 1977 - Aug 1981 |
+2.02% |
+13.39%
Jul 1982 - Jun 1986 |
20.61%
175 out of 849 |
-1.70%
Oct 1976 - Sep 1981 |
+4.99% |
+16.07%
Sep 1981 - Aug 1986 |
5.14%
43 out of 837 |
-6.04%
Oct 1976 - Sep 1981 |
+2.44% |
+13.42%
Sep 1981 - Aug 1986 |
22.22%
186 out of 837 |
-1.69%
Oct 2016 - Sep 2022 |
+4.85% |
+12.92%
Oct 1987 - Sep 1993 |
4.00%
33 out of 825 |
-4.70%
Nov 2017 - Oct 2023 |
+2.58% |
+10.42%
Sep 1981 - Aug 1987 |
22.06%
182 out of 825 |
-1.57%
Oct 2016 - Sep 2023 |
+4.81% |
+12.34%
Jan 1989 - Dec 1995 |
3.69%
30 out of 813 |
-4.51%
Oct 2016 - Sep 2023 |
+2.59% |
+9.60%
Oct 1981 - Sep 1988 |
20.66%
168 out of 813 |
-1.12%
Nov 2015 - Oct 2023 |
+4.86% |
+11.86%
Mar 1985 - Feb 1993 |
3.25%
26 out of 801 |
-3.90%
May 2016 - Apr 2024 |
+2.67% |
+9.39%
Mar 1985 - Feb 1993 |
17.98%
144 out of 801 |
-0.76%
Nov 2014 - Oct 2023 |
+4.82% |
+12.70%
Jul 1984 - Jun 1993 |
3.17%
25 out of 789 |
-3.47%
Sep 1972 - Aug 1981 |
+2.53% |
+10.16%
Jul 1984 - Jun 1993 |
13.69%
108 out of 789 |
-0.56%
Nov 2013 - Oct 2023 |
+4.79% |
+11.60%
Sep 1983 - Aug 1993 |
2.83%
22 out of 777 |
-3.36%
Oct 1971 - Sep 1981 |
+2.60% |
+9.07%
Sep 1983 - Aug 1993 |
13.90%
108 out of 777 |
-0.54%
Nov 2012 - Oct 2023 |
+4.75% |
+12.16%
Oct 1981 - Sep 1992 |
2.75%
21 out of 765 |
-2.58%
Nov 2012 - Oct 2023 |
+2.52% |
+9.55%
Jul 1982 - Jun 1993 |
15.42%
118 out of 765 |
-0.24%
Nov 2011 - Oct 2023 |
+4.79% |
+12.57%
Oct 1981 - Sep 1993 |
1.20%
9 out of 753 |
-2.32%
Nov 2011 - Oct 2023 |
+2.54% |
+9.72%
Oct 1981 - Sep 1993 |
15.41%
116 out of 753 |
+0.14%
Nov 2010 - Oct 2023 |
+4.87% |
+11.48%
Sep 1981 - Aug 1994 |
0.00%
0 out of 741 |
-2.28%
Sep 1968 - Aug 1981 |
+2.68% |
+8.67%
Jul 1982 - Jun 1995 |
12.28%
91 out of 741 |
+0.69%
Jul 2010 - Jun 2024 |
+5.28% |
+11.55%
Oct 1981 - Sep 1995 |
0.00%
0 out of 729 |
-1.88%
Oct 1967 - Sep 1981 |
+2.54% |
+8.71%
Oct 1981 - Sep 1995 |
10.43%
76 out of 729 |
+0.91%
May 2009 - Apr 2024 |
+5.32% |
+10.97%
Oct 1981 - Sep 1996 |
0.00%
0 out of 717 |
-1.57%
Oct 1966 - Sep 1981 |
+2.46% |
+8.19%
Oct 1981 - Sep 1996 |
10.04%
72 out of 717 |
+1.42%
Apr 2008 - Mar 2024 |
+5.26% |
+10.77%
Oct 1981 - Sep 1997 |
0.00%
0 out of 705 |
-1.66%
Oct 1965 - Sep 1981 |
+2.40% |
+8.06%
Oct 1981 - Sep 1997 |
9.93%
70 out of 705 |
+1.90%
Nov 2006 - Oct 2023 |
+5.30% |
+10.93%
Oct 1981 - Sep 1998 |
0.00%
0 out of 693 |
-1.60%
Oct 1964 - Sep 1981 |
+2.43% |
+8.31%
Oct 1981 - Sep 1998 |
8.08%
56 out of 693 |
+1.89%
Oct 2005 - Sep 2023 |
+5.34% |
+9.96%
Oct 1981 - Sep 1999 |
0.00%
0 out of 681 |
-1.46%
Sep 1963 - Aug 1981 |
+2.39% |
+7.43%
Oct 1981 - Sep 1999 |
8.22%
56 out of 681 |
+1.76%
Nov 2004 - Oct 2023 |
+5.56% |
+9.74%
Jun 1984 - May 2003 |
0.00%
0 out of 669 |
-1.34%
Oct 1962 - Sep 1981 |
+2.45% |
+7.42%
Jun 1984 - May 2003 |
9.72%
65 out of 669 |
+1.91%
Oct 2003 - Sep 2023 |
+5.62% |
+9.89%
Oct 1981 - Sep 2001 |
0.00%
0 out of 657 |
-1.13%
Oct 1961 - Sep 1981 |
+2.58% |
+7.37%
Oct 1981 - Sep 2001 |
7.61%
50 out of 657 |
+2.72%
Oct 1998 - Sep 2023 |
+6.14% |
+8.78%
Oct 1981 - Sep 2006 |
0.00%
0 out of 597 |
-0.21%
Oct 1956 - Sep 1981 |
+3.07% |
+6.32%
Oct 1981 - Sep 2006 |
0.84%
5 out of 597 |
+3.40%
Nov 1993 - Oct 2023 |
+6.37% |
+8.53%
Oct 1981 - Sep 2011 |
0.00%
0 out of 537 |
+0.35%
Sep 1951 - Aug 1981 |
+3.50% |
+6.13%
Sep 1981 - Aug 2011 |
0.00%
0 out of 537 |
iShares 3-7 Year Treasury Bond (IEI) to EUR Hedged ETF: Historical Returns