iShares Preferred and Income Securities ETF (PFF) to EUR: Rolling Returns

Time Period: from January 1992 to September 2024 (~33 years)
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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 Preferred and Income Securities ETF (PFF) to EUR ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~33 years), the longest duration with a negative return was 147 months (from December 1996 to February 2009).

This indicates that, within the same timeframe, any rolling period of 148 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 PREFERRED AND INCOME SECURITIES ETF (PFF) TO EUR ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 January 1992 - 30 September 2024 (~33 years)

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As of Sep 30, 2024, the annualized return of the previous 10 years has been 5.17%.

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 PREFERRED AND INCOME SECURITIES ETF (PFF) TO EUR ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 January 1992 - 30 September 2024 (~33 years)
Euro 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.

ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) TO EUR ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1992 - 30 September 2024 (~33 years)
Euro Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-45.21%
Mar 2008 - Feb 2009
+6.93% +104.86%
Mar 2009 - Feb 2010
31.15%
119 out of 382
-45.85%
Mar 2008 - Feb 2009
+5.33% +103.13%
Mar 2009 - Feb 2010
37.17%
142 out of 382
-33.90%
Mar 2007 - Feb 2009
+5.94% +50.03%
Mar 2009 - Feb 2011
19.46%
72 out of 370
-35.33%
Mar 2007 - Feb 2009
+4.13% +47.61%
Mar 2009 - Feb 2011
28.65%
106 out of 370
-25.17%
Mar 2006 - Feb 2009
+6.36% +35.04%
Mar 2009 - Feb 2012
13.13%
47 out of 358
-26.70%
Mar 2006 - Feb 2009
+4.26% +32.39%
Mar 2009 - Feb 2012
24.02%
86 out of 358
-16.66%
Mar 2005 - Feb 2009
+6.65% +28.69%
Mar 2009 - Feb 2013
12.72%
44 out of 346
-18.42%
Mar 2005 - Feb 2009
+4.66% +26.21%
Mar 2009 - Feb 2013
23.70%
82 out of 346
-13.54%
Mar 2004 - Feb 2009
+6.97% +21.57%
Mar 2009 - Feb 2014
13.17%
44 out of 334
-15.35%
Mar 2004 - Feb 2009
+5.19% +19.53%
Mar 2009 - Feb 2014
25.75%
86 out of 334
-10.74%
Mar 2003 - Feb 2009
+6.63% +23.97%
Mar 2009 - Feb 2015
12.11%
39 out of 322
-12.54%
Mar 2003 - Feb 2009
+4.90% +22.28%
Mar 2009 - Feb 2015
22.05%
71 out of 322
-10.73%
Mar 2002 - Feb 2009
+6.90% +20.89%
Mar 2009 - Feb 2016
8.39%
26 out of 310
-12.56%
Mar 2002 - Feb 2009
+5.34% +19.51%
Mar 2009 - Feb 2016
24.84%
77 out of 310
-7.44%
Mar 2001 - Feb 2009
+6.58% +19.46%
Mar 2009 - Feb 2017
8.39%
25 out of 298
-9.38%
Mar 2001 - Feb 2009
+5.14% +17.97%
Mar 2009 - Feb 2017
22.15%
66 out of 298
-5.18%
Mar 2000 - Feb 2009
+6.32% +15.59%
Mar 2009 - Feb 2018
4.90%
14 out of 286
-7.15%
Mar 2000 - Feb 2009
+4.56% +14.17%
Mar 2009 - Feb 2018
15.73%
45 out of 286
-3.53%
Mar 1999 - Feb 2009
+6.03% +15.46%
Jan 1992 - Dec 2001
1.82%
5 out of 274
-5.52%
Mar 1999 - Feb 2009
+4.22% +13.57%
Mar 2009 - Feb 2019
14.60%
40 out of 274
-2.93%
Mar 1998 - Feb 2009
+5.48% +14.40%
Mar 2009 - Feb 2020
1.91%
5 out of 262
-4.81%
Mar 1998 - Feb 2009
+3.66% +12.99%
Mar 2009 - Feb 2020
8.78%
23 out of 262
-1.15%
Mar 1997 - Feb 2009
+5.41% +13.03%
Mar 2009 - Feb 2021
0.40%
1 out of 250
-3.00%
Mar 1997 - Feb 2009
+3.55% +11.66%
Mar 2009 - Feb 2021
5.20%
13 out of 250
+0.72%
Mar 1996 - Feb 2009
+5.10% +12.76%
Mar 2009 - Feb 2022
0.00%
0 out of 238
-1.16%
Mar 1996 - Feb 2009
+3.34% +11.01%
Mar 2009 - Feb 2022
0.84%
2 out of 238
+1.88%
Mar 1995 - Feb 2009
+4.92% +11.77%
Mar 2009 - Feb 2023
0.00%
0 out of 226
-0.06%
Mar 1995 - Feb 2009
+3.23% +9.52%
Mar 2009 - Feb 2023
0.44%
1 out of 226
+0.85%
Mar 1994 - Feb 2009
+5.13% +11.19%
Mar 2009 - Feb 2024
0.00%
0 out of 214
-1.11%
Mar 1994 - Feb 2009
+3.23% +8.92%
Mar 2009 - Feb 2024
0.93%
2 out of 214
+1.71%
Mar 1993 - Feb 2009
+4.97% +9.02%
Oct 2008 - Sep 2024
0.00%
0 out of 202
-0.34%
Mar 1993 - Feb 2009
+3.23% +6.88%
Oct 2008 - Sep 2024
0.50%
1 out of 202
+3.08%
Mar 1992 - Feb 2009
+5.22% +7.53%
Aug 1995 - Jul 2012
0.00%
0 out of 190
+0.93%
Mar 1992 - Feb 2009
+3.46% +5.47%
Aug 1995 - Jul 2012
0.00%
0 out of 190
+3.19%
Apr 2002 - Mar 2020
+5.42% +8.15%
Sep 1992 - Aug 2010
0.00%
0 out of 178
+1.53%
Nov 2005 - Oct 2023
+3.48% +5.97%
Sep 1992 - Aug 2010
0.00%
0 out of 178
+3.58%
Feb 2002 - Jan 2021
+5.50% +8.15%
Jan 1992 - Dec 2010
0.00%
0 out of 166
+1.80%
May 2004 - Apr 2023
+3.73% +5.88%
Jan 1992 - Dec 2010
0.00%
0 out of 166
+3.64%
Nov 2003 - Oct 2023
+5.50% +8.51%
Apr 1995 - Mar 2015
0.00%
0 out of 154
+1.49%
Nov 2003 - Oct 2023
+3.65% +6.58%
Apr 1995 - Mar 2015
0.00%
0 out of 154
+4.64%
Jul 1998 - Jun 2023
+6.46% +8.56%
Jan 1992 - Dec 2016
0.00%
0 out of 94
+2.51%
Jul 1998 - Jun 2023
+4.71% +6.53%
Jan 1992 - Dec 2016
0.00%
0 out of 94
+5.48%
Nov 1993 - Oct 2023
+6.24% +7.95%
Jan 1992 - Dec 2021
0.00%
0 out of 34
+3.33%
Nov 1993 - Oct 2023
+4.10% +5.96%
Jan 1992 - Dec 2021
0.00%
0 out of 34
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