iShares Investment Grade Corporate Bond (LQD) to EUR: Rolling Returns

Time Period: from August 1953 to September 2024 (~71 years)
(Change Settings)
The minimum date range must be at least 24 months. 'Date To' cannot be beyond September 2024.
Reset settings
Close
This asset allocation includes ETFs not denominated in EUR. Returns are calculated using exchange rates or, if applicable, interest rate differentials for currency hedging.

When holding the iShares Investment Grade Corporate Bond (LQD) to EUR ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~71 years), the longest duration with a negative return was 145 months (from February 1968 to February 1980).

This indicates that, within the same timeframe, any rolling period of 146 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.

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) TO EUR ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 August 1953 - 30 September 2024 (~71 years)

Loading data
Please wait

Loading data
Please wait

As of Sep 30, 2024, the annualized return of the previous 10 years has been 4.25%.

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.

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) TO EUR ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 August 1953 - 30 September 2024 (~71 years)
Euro Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Loading data
Please wait

Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES INVESTMENT GRADE CORPORATE BOND (LQD) TO EUR ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 August 1953 - 30 September 2024 (~71 years)
Euro Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-19.56%
Aug 1972 - Jul 1973
+3.60% +66.57%
Nov 1981 - Oct 1982
34.05%
287 out of 843
-25.04%
Aug 1972 - Jul 1973
+1.46% +58.89%
Nov 1981 - Oct 1982
44.37%
374 out of 843
-13.04%
Mar 1978 - Feb 1980
+4.01% +45.45%
Nov 1980 - Oct 1982
24.31%
202 out of 831
-16.67%
Mar 1978 - Feb 1980
+1.53% +39.64%
Feb 1982 - Jan 1984
39.71%
330 out of 831
-10.49%
Mar 1977 - Feb 1980
+4.64% +40.08%
Feb 1982 - Jan 1985
17.83%
146 out of 819
-13.82%
Mar 1977 - Feb 1980
+2.24% +36.05%
Feb 1982 - Jan 1985
33.33%
273 out of 819
-6.59%
Apr 1971 - Mar 1975
+4.83% +36.06%
Feb 1981 - Jan 1985
14.00%
113 out of 807
-12.09%
Apr 1971 - Mar 1975
+2.58% +31.00%
Feb 1981 - Jan 1985
28.50%
230 out of 807
-3.25%
Jul 2003 - Jun 2008
+4.71% +34.04%
Mar 1980 - Feb 1985
6.79%
54 out of 795
-7.67%
Mar 1970 - Feb 1975
+2.36% +28.74%
Mar 1980 - Feb 1985
27.92%
222 out of 795
-4.10%
Apr 2002 - Mar 2008
+4.68% +26.45%
Apr 1980 - Mar 1986
5.62%
44 out of 783
-6.71%
May 1969 - Apr 1975
+2.42% +22.27%
Apr 1980 - Mar 1986
24.52%
192 out of 783
-3.52%
Jul 2001 - Jun 2008
+5.38% +21.13%
Mar 1980 - Feb 1987
5.06%
39 out of 771
-5.83%
May 1968 - Apr 1975
+2.92% +17.66%
Mar 1980 - Feb 1987
23.48%
181 out of 771
-1.58%
Oct 2000 - Sep 2008
+5.60% +18.04%
Mar 1980 - Feb 1988
4.08%
31 out of 759
-6.03%
Mar 1972 - Feb 1980
+3.25% +14.96%
Oct 1980 - Sep 1988
23.32%
177 out of 759
-1.57%
Mar 1971 - Feb 1980
+5.39% +17.54%
Sep 1980 - Aug 1989
0.67%
5 out of 747
-6.32%
Mar 1971 - Feb 1980
+3.14% +14.63%
Sep 1980 - Aug 1989
22.62%
169 out of 747
-0.39%
Mar 1970 - Feb 1980
+5.75% +16.87%
Jun 1975 - May 1985
0.14%
1 out of 735
-5.16%
Mar 1970 - Feb 1980
+3.23% +12.87%
Mar 1980 - Feb 1990
18.64%
137 out of 735
+0.12%
Mar 1969 - Feb 1980
+5.98% +15.21%
Apr 1975 - Mar 1986
0.00%
0 out of 723
-4.48%
Mar 1969 - Feb 1980
+3.68% +11.81%
Nov 1980 - Oct 1991
16.32%
118 out of 723
-0.01%
Mar 1968 - Feb 1980
+5.97% +15.09%
Mar 1980 - Feb 1992
0.14%
1 out of 711
-4.36%
Mar 1968 - Feb 1980
+3.73% +11.81%
Mar 1980 - Feb 1992
17.16%
122 out of 711
+0.37%
Mar 1967 - Feb 1980
+5.82% +15.48%
Mar 1980 - Feb 1993
0.00%
0 out of 699
-3.79%
Mar 1967 - Feb 1980
+3.60% +12.16%
Mar 1980 - Feb 1993
16.31%
114 out of 699
+0.86%
Mar 1966 - Feb 1980
+6.05% +15.20%
Mar 1980 - Feb 1994
0.00%
0 out of 687
-3.19%
Mar 1966 - Feb 1980
+3.84% +11.87%
Mar 1980 - Feb 1994
16.59%
114 out of 687
+0.69%
Mar 1965 - Feb 1980
+6.22% +13.34%
Mar 1980 - Feb 1995
0.00%
0 out of 675
-3.36%
Mar 1965 - Feb 1980
+4.02% +10.10%
Mar 1980 - Feb 1995
16.74%
113 out of 675
+0.89%
Mar 1964 - Feb 1980
+6.23% +13.48%
Mar 1980 - Feb 1996
0.00%
0 out of 663
-3.02%
Mar 1964 - Feb 1980
+3.94% +10.26%
Mar 1980 - Feb 1996
16.59%
110 out of 663
+0.96%
Mar 1963 - Feb 1980
+6.30% +13.55%
Mar 1980 - Feb 1997
0.00%
0 out of 651
-2.85%
Mar 1963 - Feb 1980
+3.90% +10.40%
Mar 1980 - Feb 1997
14.59%
95 out of 651
+1.16%
Mar 1962 - Feb 1980
+6.46% +13.67%
Mar 1980 - Feb 1998
0.00%
0 out of 639
-2.64%
Mar 1962 - Feb 1980
+3.79% +10.62%
Mar 1980 - Feb 1998
14.40%
92 out of 639
+1.08%
Mar 1961 - Feb 1980
+6.52% +13.13%
Mar 1980 - Feb 1999
0.00%
0 out of 627
-2.69%
Mar 1961 - Feb 1980
+3.91% +10.31%
Nov 1981 - Oct 2000
14.83%
93 out of 627
+1.59%
Mar 1960 - Feb 1980
+6.70% +13.54%
Nov 1980 - Oct 2000
0.00%
0 out of 615
-2.11%
Mar 1960 - Feb 1980
+3.82% +10.69%
Nov 1980 - Oct 2000
14.15%
87 out of 615
+1.81%
Mar 1955 - Feb 1980
+6.89% +11.07%
May 1975 - Apr 2000
0.00%
0 out of 555
-1.49%
Mar 1955 - Feb 1980
+4.03% +8.23%
Mar 1980 - Feb 2005
6.85%
38 out of 555
+4.98%
Nov 1993 - Oct 2023
+7.06% +9.81%
Sep 1980 - Aug 2010
0.00%
0 out of 495
+1.62%
Jun 1954 - May 1984
+4.54% +7.25%
Sep 1980 - Aug 2010
0.00%
0 out of 495
The first official book of
Build wealth
with Lazy Portfolios and Passive Investing