When holding the iShares USD High Yield Corporate Bond (IS0R.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~46 years), the longest duration with a negative return was 134 months (from February 1998 to March 2009).
This indicates that, within the same timeframe, any rolling period of 135 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 USD High Yield Corporate Bond (IS0R.DE) 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 5.44%.
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 |
---|---|---|---|
-26.23%
Nov 1989 - Oct 1990 |
+7.77% |
+58.72%
Nov 1981 - Oct 1982 |
29.05%
156 out of 537 |
-29.43%
Nov 1989 - Oct 1990 |
+5.20% |
+51.40%
Nov 1981 - Oct 1982 |
36.50%
196 out of 537 |
-13.08%
Apr 2007 - Mar 2009 |
+7.40% |
+43.17%
Feb 1982 - Jan 1984 |
17.52%
92 out of 525 |
-15.72%
Feb 1989 - Jan 1991 |
+5.15% |
+38.52%
Feb 1982 - Jan 1984 |
26.86%
141 out of 525 |
-9.94%
Dec 2005 - Nov 2008 |
+6.48% |
+38.49%
Feb 1981 - Jan 1984 |
14.23%
73 out of 513 |
-12.01%
Dec 2005 - Nov 2008 |
+4.92% |
+32.61%
Feb 1981 - Jan 1984 |
24.95%
128 out of 513 |
-5.40%
Nov 1986 - Oct 1990 |
+7.08% |
+34.30%
Feb 1981 - Jan 1985 |
12.57%
63 out of 501 |
-7.68%
Nov 1986 - Oct 1990 |
+5.12% |
+29.31%
Mar 1981 - Feb 1985 |
22.95%
115 out of 501 |
-3.93%
Nov 1985 - Oct 1990 |
+6.70% |
+32.86%
Mar 1980 - Feb 1985 |
11.04%
54 out of 489 |
-5.65%
Dec 2003 - Nov 2008 |
+5.37% |
+27.62%
Mar 1980 - Feb 1985 |
17.79%
87 out of 489 |
-4.07%
Apr 2002 - Mar 2008 |
+6.78% |
+24.97%
Mar 1979 - Feb 1985 |
8.81%
42 out of 477 |
-6.25%
Apr 2002 - Mar 2008 |
+5.05% |
+19.74%
Apr 1980 - Mar 1986 |
14.88%
71 out of 477 |
-4.66%
Apr 2002 - Mar 2009 |
+6.86% |
+20.36%
Jan 1979 - Dec 1985 |
5.81%
27 out of 465 |
-6.59%
Apr 2002 - Mar 2009 |
+5.00% |
+16.44%
Mar 1980 - Feb 1987 |
11.83%
55 out of 465 |
-4.00%
Apr 2001 - Mar 2009 |
+6.72% |
+17.57%
Oct 1980 - Sep 1988 |
5.74%
26 out of 453 |
-6.00%
Apr 2001 - Mar 2009 |
+4.80% |
+14.68%
Oct 1980 - Sep 1988 |
8.17%
37 out of 453 |
-2.12%
Apr 2000 - Mar 2009 |
+6.91% |
+16.94%
Sep 1980 - Aug 1989 |
3.63%
16 out of 441 |
-4.17%
Apr 2000 - Mar 2009 |
+5.04% |
+14.04%
Sep 1980 - Aug 1989 |
9.52%
42 out of 441 |
-0.82%
Apr 1999 - Mar 2009 |
+7.03% |
+16.29%
Nov 1990 - Oct 2000 |
0.93%
4 out of 429 |
-2.88%
Apr 1999 - Mar 2009 |
+5.20% |
+13.58%
Nov 1990 - Oct 2000 |
10.96%
47 out of 429 |
-0.37%
Apr 1998 - Mar 2009 |
+6.85% |
+14.62%
Feb 1991 - Jan 2002 |
0.24%
1 out of 417 |
-2.33%
Apr 1998 - Mar 2009 |
+5.05% |
+11.98%
Feb 1991 - Jan 2002 |
6.47%
27 out of 417 |
+1.42%
Mar 1997 - Feb 2009 |
+6.92% |
+13.53%
Mar 1980 - Feb 1992 |
0.00%
0 out of 405 |
-0.48%
Mar 1997 - Feb 2009 |
+4.78% |
+10.68%
Nov 1981 - Oct 1993 |
1.73%
7 out of 405 |
+2.55%
Jun 2001 - May 2014 |
+7.04% |
+14.65%
Aug 1980 - Jul 1993 |
0.00%
0 out of 393 |
+0.50%
Nov 2000 - Oct 2013 |
+5.01% |
+11.39%
Aug 1980 - Jul 1993 |
0.00%
0 out of 393 |
+3.08%
May 2000 - Apr 2014 |
+6.99% |
+14.47%
Mar 1980 - Feb 1994 |
0.00%
0 out of 381 |
+1.03%
May 2000 - Apr 2014 |
+4.86% |
+11.17%
Mar 1980 - Feb 1994 |
0.00%
0 out of 381 |
+2.57%
Dec 1993 - Nov 2008 |
+6.96% |
+13.48%
Jan 1979 - Dec 1993 |
0.00%
0 out of 369 |
+0.47%
Dec 1993 - Nov 2008 |
+4.70% |
+9.96%
Jan 1979 - Dec 1993 |
0.00%
0 out of 369 |
+3.57%
Feb 2002 - Jan 2018 |
+6.16% |
+12.95%
Mar 1980 - Feb 1996 |
0.00%
0 out of 357 |
+1.53%
Apr 1993 - Mar 2009 |
+4.24% |
+9.78%
Oct 1981 - Sep 1997 |
0.00%
0 out of 357 |
+3.47%
Apr 2001 - Mar 2018 |
+6.06% |
+13.61%
Aug 1980 - Jul 1997 |
0.00%
0 out of 345 |
+1.74%
Apr 2001 - Mar 2018 |
+4.10% |
+10.56%
Aug 1980 - Jul 1997 |
0.00%
0 out of 345 |
+3.84%
Nov 2000 - Oct 2018 |
+6.14% |
+13.66%
Mar 1980 - Feb 1998 |
0.00%
0 out of 333 |
+2.07%
Nov 2000 - Oct 2018 |
+4.06% |
+10.62%
Mar 1980 - Feb 1998 |
0.00%
0 out of 333 |
+3.68%
Apr 2001 - Mar 2020 |
+6.27% |
+13.06%
Mar 1980 - Feb 1999 |
0.00%
0 out of 321 |
+2.02%
Apr 2001 - Mar 2020 |
+4.07% |
+10.15%
Mar 1980 - Feb 1999 |
0.00%
0 out of 321 |
+3.67%
Jun 2001 - May 2021 |
+6.34% |
+13.41%
Oct 1980 - Sep 2000 |
0.00%
0 out of 309 |
+2.01%
Apr 1989 - Mar 2009 |
+4.16% |
+10.56%
Sep 1980 - Aug 2000 |
0.00%
0 out of 309 |
+4.61%
Apr 1998 - Mar 2023 |
+6.43% |
+10.43%
Oct 1980 - Sep 2005 |
0.00%
0 out of 249 |
+2.47%
Jun 1999 - May 2024 |
+4.37% |
+7.73%
Oct 1980 - Sep 2005 |
0.00%
0 out of 249 |
+5.43%
Aug 1993 - Jul 2023 |
+6.83% |
+9.17%
Sep 1980 - Aug 2010 |
0.00%
0 out of 189 |
+3.30%
Aug 1993 - Jul 2023 |
+4.72% |
+6.63%
Sep 1980 - Aug 2010 |
0.00%
0 out of 189 |
iShares USD High Yield Corporate Bond (IS0R.DE) ETF: Historical Returns