When holding the iShares USD High Yield Corporate Bond EUR Hedged (UEEF.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 115 months (from May 1999 to November 2008).
This indicates that, within the same timeframe, any rolling period of 116 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 EUR Hedged (UEEF.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 1.89%.
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 |
---|---|---|---|
-28.06%
Dec 2007 - Nov 2008 |
+5.63% |
+46.04%
Dec 2008 - Nov 2009 |
22.35%
120 out of 537 |
-29.56%
Dec 2007 - Nov 2008 |
+3.59% |
+45.34%
Dec 2008 - Nov 2009 |
32.40%
174 out of 537 |
-14.75%
Dec 2006 - Nov 2008 |
+5.96% |
+29.49%
Mar 2009 - Feb 2011 |
15.43%
81 out of 525 |
-16.90%
Dec 2006 - Nov 2008 |
+3.89% |
+27.41%
Mar 2009 - Feb 2011 |
25.33%
133 out of 525 |
-8.44%
Dec 2005 - Nov 2008 |
+6.31% |
+26.55%
Nov 1990 - Oct 1993 |
10.53%
54 out of 513 |
-10.54%
Dec 2005 - Nov 2008 |
+4.20% |
+22.25%
Nov 1990 - Oct 1993 |
20.47%
105 out of 513 |
-6.03%
Dec 2004 - Nov 2008 |
+6.25% |
+19.56%
Nov 1990 - Oct 1994 |
5.39%
27 out of 501 |
-8.17%
Dec 2004 - Nov 2008 |
+4.09% |
+17.06%
Dec 2008 - Nov 2012 |
14.17%
71 out of 501 |
-3.01%
Dec 2003 - Nov 2008 |
+6.12% |
+18.96%
Nov 1990 - Oct 1995 |
3.07%
15 out of 489 |
-5.20%
Dec 2003 - Nov 2008 |
+3.95% |
+15.33%
Nov 1990 - Oct 1995 |
10.84%
53 out of 489 |
-0.33%
Nov 2017 - Oct 2023 |
+6.25% |
+17.05%
Nov 1990 - Oct 1996 |
0.63%
3 out of 477 |
-3.56%
Nov 2017 - Oct 2023 |
+4.32% |
+13.68%
Nov 1990 - Oct 1996 |
6.92%
33 out of 477 |
+0.25%
Dec 2001 - Nov 2008 |
+6.29% |
+16.30%
Nov 1990 - Oct 1997 |
0.00%
0 out of 465 |
-2.33%
Nov 2016 - Oct 2023 |
+4.37% |
+13.18%
Nov 1990 - Oct 1997 |
7.10%
33 out of 465 |
+0.48%
Jul 2014 - Jun 2022 |
+6.12% |
+14.69%
Dec 1990 - Nov 1998 |
0.00%
0 out of 453 |
-1.73%
Nov 2014 - Oct 2022 |
+4.36% |
+11.86%
Dec 1990 - Nov 1998 |
7.06%
32 out of 453 |
+0.30%
Dec 1999 - Nov 2008 |
+6.37% |
+13.00%
Nov 1990 - Oct 1999 |
0.00%
0 out of 441 |
-1.93%
Dec 1999 - Nov 2008 |
+4.43% |
+10.36%
Nov 1990 - Oct 1999 |
7.26%
32 out of 441 |
+0.21%
Dec 1998 - Nov 2008 |
+6.43% |
+11.73%
Jul 1984 - Jun 1994 |
0.00%
0 out of 429 |
-1.94%
Dec 1998 - Nov 2008 |
+4.42% |
+9.16%
Jul 1984 - Jun 1994 |
7.23%
31 out of 429 |
+0.71%
Dec 1997 - Nov 2008 |
+6.51% |
+12.32%
Jul 1982 - Jun 1993 |
0.00%
0 out of 417 |
-1.32%
Dec 1997 - Nov 2008 |
+4.41% |
+9.71%
Jul 1982 - Jun 1993 |
2.88%
12 out of 417 |
+1.48%
Dec 1996 - Nov 2008 |
+6.53% |
+12.83%
Nov 1981 - Oct 1993 |
0.00%
0 out of 405 |
-0.53%
Dec 1996 - Nov 2008 |
+4.42% |
+10.00%
Nov 1981 - Oct 1993 |
0.49%
2 out of 405 |
+2.06%
Dec 1995 - Nov 2008 |
+6.48% |
+12.06%
Oct 1981 - Sep 1994 |
0.00%
0 out of 393 |
+0.03%
Dec 1995 - Nov 2008 |
+4.50% |
+9.21%
Oct 1981 - Sep 1994 |
0.00%
0 out of 393 |
+3.09%
Mar 1995 - Feb 2009 |
+6.17% |
+12.29%
Oct 1981 - Sep 1995 |
0.00%
0 out of 381 |
+1.09%
Dec 1994 - Nov 2008 |
+4.24% |
+9.43%
Oct 1981 - Sep 1995 |
0.00%
0 out of 381 |
+2.92%
Dec 1993 - Nov 2008 |
+6.06% |
+12.04%
Oct 1981 - Sep 1996 |
0.00%
0 out of 369 |
+0.81%
Dec 1993 - Nov 2008 |
+4.25% |
+9.24%
Oct 1981 - Sep 1996 |
0.00%
0 out of 369 |
+3.36%
Jun 2007 - May 2023 |
+5.96% |
+12.06%
Oct 1981 - Sep 1997 |
0.00%
0 out of 357 |
+1.26%
Jun 2007 - May 2023 |
+4.10% |
+9.32%
Oct 1981 - Sep 1997 |
0.00%
0 out of 357 |
+3.45%
Nov 2006 - Oct 2023 |
+6.04% |
+11.59%
Oct 1981 - Sep 1998 |
0.00%
0 out of 345 |
+1.30%
Nov 2006 - Oct 2023 |
+4.08% |
+8.95%
Oct 1981 - Sep 1998 |
0.00%
0 out of 345 |
+3.44%
Jan 2005 - Dec 2022 |
+6.53% |
+10.94%
Oct 1981 - Sep 1999 |
0.00%
0 out of 333 |
+1.37%
Nov 2004 - Oct 2022 |
+4.42% |
+8.39%
Oct 1981 - Sep 1999 |
0.00%
0 out of 333 |
+3.40%
Nov 2004 - Oct 2023 |
+6.64% |
+10.44%
Oct 1981 - Sep 2000 |
0.00%
0 out of 321 |
+1.26%
Nov 2004 - Oct 2023 |
+4.48% |
+7.90%
Oct 1981 - Sep 2000 |
0.00%
0 out of 321 |
+3.77%
Nov 2003 - Oct 2023 |
+6.98% |
+9.69%
Sep 1981 - Aug 2001 |
0.00%
0 out of 309 |
+1.61%
Nov 2003 - Oct 2023 |
+4.59% |
+7.16%
Sep 1981 - Aug 2001 |
0.00%
0 out of 309 |
+3.75%
Jun 1998 - May 2023 |
+7.37% |
+9.23%
Oct 1981 - Sep 2006 |
0.00%
0 out of 249 |
+1.65%
Jun 1998 - May 2023 |
+5.07% |
+6.77%
Oct 1981 - Sep 2006 |
0.00%
0 out of 249 |
+4.49%
Nov 1993 - Oct 2023 |
+6.93% |
+8.57%
Nov 1981 - Oct 2011 |
0.00%
0 out of 189 |
+2.36%
Nov 1993 - Oct 2023 |
+4.81% |
+6.17%
Nov 1981 - Oct 2011 |
0.00%
0 out of 189 |
iShares USD High Yield Corporate Bond EUR Hedged (UEEF.DE) ETF: Historical Returns