iShares TIPS Bond (TIP) to EUR Hedged: Rolling Returns

Time Period: from January 1985 to September 2024 (~40 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 TIPS Bond (TIP) to EUR Hedged 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 143 months (from June 2012 to April 2024).

This indicates that, within the same timeframe, any rolling period of 144 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 TIPS BOND (TIP) TO EUR HEDGED ETF
Previous vs Next Returns - 10 Years annualized
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 January 1985 - 30 September 2024 (~40 years)

Loading data
Please wait

Loading data
Please wait

As of Sep 30, 2024, the annualized return of the previous 10 years has been 0.93%.

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 TIPS BOND (TIP) TO EUR HEDGED ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 January 1985 - 30 September 2024 (~40 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 TIPS BOND (TIP) TO EUR HEDGED ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 September 2024 (~40 years)
Euro Inflation Adjusted:

Loading data
Please wait

Loading data
Please wait
Swipe left to see all data
Worst Median Best Negative Periods
-14.42%
Jan 2022 - Dec 2022
+5.64% +37.34%
Apr 1985 - Mar 1986
22.10%
103 out of 466
-21.81%
Nov 2021 - Oct 2022
+3.79% +37.19%
Apr 1985 - Mar 1986
30.69%
143 out of 466
-8.45%
Nov 2021 - Oct 2023
+6.44% +24.34%
Sep 1991 - Aug 1993
15.20%
69 out of 454
-14.19%
Nov 2021 - Oct 2023
+4.32% +21.60%
Mar 1985 - Feb 1987
25.55%
116 out of 454
-3.80%
Nov 2020 - Oct 2023
+5.79% +22.37%
Sep 1990 - Aug 1993
10.41%
46 out of 442
-9.07%
Nov 2020 - Oct 2023
+3.75% +17.92%
Oct 1990 - Sep 1993
20.59%
91 out of 442
-1.35%
Sep 2020 - Aug 2024
+6.09% +17.97%
Feb 1990 - Jan 1994
8.60%
37 out of 430
-5.90%
Sep 2020 - Aug 2024
+4.17% +13.77%
Feb 1990 - Jan 1994
16.05%
69 out of 430
-0.99%
May 2013 - Apr 2018
+6.70% +16.12%
Sep 1988 - Aug 1993
3.35%
14 out of 418
-3.32%
Sep 2019 - Aug 2024
+4.61% +12.15%
Feb 1989 - Jan 1994
16.51%
69 out of 418
-1.21%
Dec 2012 - Nov 2018
+6.70% +14.94%
Oct 1987 - Sep 1993
4.19%
17 out of 406
-3.50%
Nov 2017 - Oct 2023
+4.65% +11.33%
Oct 1987 - Sep 1993
12.81%
52 out of 406
-0.45%
Nov 2016 - Oct 2023
+6.57% +13.46%
Jan 1989 - Dec 1995
2.79%
11 out of 394
-3.41%
Nov 2016 - Oct 2023
+4.49% +9.84%
Jan 1989 - Dec 1995
13.20%
52 out of 394
+0.16%
May 2016 - Apr 2024
+6.47% +13.22%
Oct 1985 - Sep 1993
0.00%
0 out of 382
-2.67%
May 2016 - Apr 2024
+4.37% +10.70%
Mar 1985 - Feb 1993
10.47%
40 out of 382
-0.03%
Nov 2014 - Oct 2023
+6.81% +13.16%
Mar 1985 - Feb 1994
0.27%
1 out of 370
-2.41%
Nov 2014 - Oct 2023
+4.69% +10.57%
Mar 1985 - Feb 1994
8.38%
31 out of 370
-0.27%
Oct 2012 - Sep 2022
+6.96% +11.82%
Mar 1985 - Feb 1995
1.40%
5 out of 358
-2.18%
Nov 2012 - Oct 2022
+4.80% +9.23%
Mar 1985 - Feb 1995
8.38%
30 out of 358
-0.47%
Nov 2012 - Oct 2023
+6.98% +12.14%
Jan 1985 - Dec 1995
2.31%
8 out of 346
-2.51%
Nov 2012 - Oct 2023
+4.93% +9.51%
Jan 1985 - Dec 1995
8.09%
28 out of 346
+0.11%
Jun 2012 - May 2024
+6.68% +11.20%
Mar 1985 - Feb 1997
0.00%
0 out of 334
-1.95%
Jun 2012 - May 2024
+4.62% +8.66%
Mar 1985 - Feb 1997
7.49%
25 out of 334
+0.91%
Nov 2010 - Oct 2023
+6.86% +11.33%
Mar 1985 - Feb 1998
0.00%
0 out of 322
-1.26%
Nov 2010 - Oct 2023
+4.72% +8.89%
Mar 1985 - Feb 1998
7.76%
25 out of 322
+1.52%
May 2010 - Apr 2024
+6.84% +10.92%
Jan 1985 - Dec 1998
0.00%
0 out of 310
-0.63%
May 2010 - Apr 2024
+4.70% +8.55%
Jan 1985 - Dec 1998
4.52%
14 out of 310
+1.93%
Sep 2008 - Aug 2023
+6.79% +10.69%
Apr 1989 - Mar 2004
0.00%
0 out of 298
-0.08%
Sep 2008 - Aug 2023
+4.76% +8.02%
Apr 1989 - Mar 2004
2.01%
6 out of 298
+1.97%
Mar 2008 - Feb 2024
+6.65% +10.29%
Mar 1985 - Feb 2001
0.00%
0 out of 286
-0.06%
May 2008 - Apr 2024
+4.55% +8.01%
Mar 1985 - Feb 2001
1.40%
4 out of 286
+2.41%
Nov 2006 - Oct 2023
+6.68% +10.12%
Oct 1985 - Sep 2002
0.00%
0 out of 274
+0.28%
Nov 2006 - Oct 2023
+4.65% +7.78%
Mar 1985 - Feb 2002
0.00%
0 out of 274
+2.26%
Oct 2005 - Sep 2023
+6.51% +10.63%
Mar 1985 - Feb 2003
0.00%
0 out of 262
+0.15%
Oct 2005 - Sep 2023
+4.55% +8.31%
Mar 1985 - Feb 2003
0.00%
0 out of 262
+2.26%
Nov 2004 - Oct 2023
+6.41% +10.49%
Mar 1985 - Feb 2004
0.00%
0 out of 250
+0.14%
Nov 2004 - Oct 2023
+4.47% +8.20%
Mar 1985 - Feb 2004
0.00%
0 out of 250
+2.47%
Apr 2004 - Mar 2024
+6.28% +10.17%
Mar 1985 - Feb 2005
0.00%
0 out of 238
+0.35%
Apr 2004 - Mar 2024
+4.30% +7.89%
Mar 1985 - Feb 2005
0.00%
0 out of 238
+3.64%
Nov 1998 - Oct 2023
+6.49% +8.95%
Mar 1985 - Feb 2010
0.00%
0 out of 178
+1.49%
Nov 1998 - Oct 2023
+4.50% +6.74%
Mar 1985 - Feb 2010
0.00%
0 out of 178
+4.19%
Nov 1993 - Oct 2023
+6.66% +8.20%
Mar 1985 - Feb 2015
0.00%
0 out of 118
+2.06%
Nov 1993 - Oct 2023
+4.59% +6.11%
Mar 1985 - Feb 2015
0.00%
0 out of 118
The first official book of
Build wealth
with Lazy Portfolios and Passive Investing