When holding the JPM BetaBuilders US Treasury Bond 0-1 yr (BBLL.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~50 years), the longest duration with a negative return was 254 months (from November 2000 to December 2021).
This indicates that, within the same timeframe, any rolling period of 255 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.
JPM BetaBuilders US Treasury Bond 0-1 yr (BBLL.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 3.36%.
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 |
---|---|---|---|
-26.17%
Mar 1985 - Feb 1986 |
+4.53% |
+60.26%
Sep 1980 - Aug 1981 |
37.26%
218 out of 585 |
-26.74%
Mar 1985 - Feb 1986 |
+1.65% |
+50.43%
Sep 1980 - Aug 1981 |
44.62%
261 out of 585 |
-17.91%
Mar 1985 - Feb 1987 |
+3.71% |
+39.25%
Oct 1980 - Sep 1982 |
30.54%
175 out of 573 |
-18.00%
Mar 1985 - Feb 1987 |
+0.48% |
+31.43%
Oct 1980 - Sep 1982 |
45.72%
262 out of 573 |
-13.18%
Jan 1985 - Dec 1987 |
+3.06% |
+32.94%
Sep 1980 - Aug 1983 |
23.35%
131 out of 561 |
-13.84%
Jan 2002 - Dec 2004 |
+0.60% |
+26.66%
Sep 1980 - Aug 1983 |
43.85%
246 out of 561 |
-8.20%
Dec 2000 - Nov 2004 |
+3.50% |
+31.19%
Oct 1980 - Sep 1984 |
23.68%
130 out of 549 |
-10.14%
Dec 2000 - Nov 2004 |
+1.08% |
+25.94%
Oct 1980 - Sep 1984 |
41.53%
228 out of 549 |
-6.05%
Jun 2001 - May 2006 |
+3.51% |
+29.12%
Mar 1980 - Feb 1985 |
18.44%
99 out of 537 |
-8.03%
Jun 2001 - May 2006 |
+1.12% |
+24.02%
Mar 1980 - Feb 1985 |
36.13%
194 out of 537 |
-6.90%
Apr 2002 - Mar 2008 |
+3.43% |
+25.16%
Oct 1978 - Sep 1984 |
15.43%
81 out of 525 |
-9.01%
Apr 2002 - Mar 2008 |
+1.29% |
+19.83%
Oct 1978 - Sep 1984 |
36.00%
189 out of 525 |
-5.99%
Jul 2001 - Jun 2008 |
+3.12% |
+21.84%
Mar 1978 - Feb 1985 |
12.87%
66 out of 513 |
-8.16%
Jul 2001 - Jun 2008 |
+1.44% |
+16.95%
Mar 1978 - Feb 1985 |
36.45%
187 out of 513 |
-4.11%
Dec 2001 - Nov 2009 |
+3.29% |
+18.11%
Mar 1977 - Feb 1985 |
13.17%
66 out of 501 |
-6.04%
Dec 2001 - Nov 2009 |
+1.39% |
+13.55%
Mar 1977 - Feb 1985 |
31.14%
156 out of 501 |
-3.54%
May 2002 - Apr 2011 |
+3.31% |
+16.46%
Mar 1976 - Feb 1985 |
10.02%
49 out of 489 |
-5.52%
May 2002 - Apr 2011 |
+1.42% |
+11.98%
Mar 1976 - Feb 1985 |
31.49%
154 out of 489 |
-3.36%
Jul 2001 - Jun 2011 |
+3.29% |
+16.83%
Mar 1975 - Feb 1985 |
12.79%
61 out of 477 |
-5.31%
Jul 2001 - Jun 2011 |
+1.36% |
+12.20%
Mar 1975 - Feb 1985 |
23.48%
112 out of 477 |
-2.54%
Feb 2002 - Jan 2013 |
+3.21% |
+12.96%
Feb 1975 - Jan 1986 |
9.68%
45 out of 465 |
-4.48%
Feb 2002 - Jan 2013 |
+1.37% |
+8.96%
Oct 1978 - Sep 1989 |
24.95%
116 out of 465 |
-2.38%
Mar 2002 - Feb 2014 |
+3.16% |
+10.59%
Jan 1975 - Dec 1986 |
9.05%
41 out of 453 |
-4.24%
Mar 2002 - Feb 2014 |
+1.17% |
+7.02%
Jul 1979 - Jun 1991 |
25.17%
114 out of 453 |
-2.18%
Jul 2001 - Jun 2014 |
+3.04% |
+10.50%
Oct 1978 - Sep 1991 |
6.35%
28 out of 441 |
-4.02%
Jul 2001 - Jun 2014 |
+1.03% |
+7.10%
Oct 1978 - Sep 1991 |
23.58%
104 out of 441 |
-1.17%
May 2000 - Apr 2014 |
+3.25% |
+10.27%
Jun 1975 - May 1989 |
6.53%
28 out of 429 |
-3.14%
May 2000 - Apr 2014 |
+1.19% |
+6.93%
Jun 1975 - May 1989 |
26.34%
113 out of 429 |
-0.55%
Jun 2001 - May 2016 |
+3.28% |
+9.94%
Oct 1978 - Sep 1993 |
4.56%
19 out of 417 |
-2.19%
Jun 2001 - May 2016 |
+1.11% |
+6.52%
Oct 1978 - Sep 1993 |
23.26%
97 out of 417 |
-1.16%
Feb 2002 - Jan 2018 |
+3.29% |
+9.12%
Jun 1975 - May 1991 |
3.95%
16 out of 405 |
-2.74%
Feb 2002 - Jan 2018 |
+1.06% |
+5.76%
Jun 1975 - May 1991 |
22.96%
93 out of 405 |
-0.76%
Apr 2001 - Mar 2018 |
+3.39% |
+8.91%
Aug 1980 - Jul 1997 |
5.60%
22 out of 393 |
-2.41%
Apr 2001 - Mar 2018 |
+1.08% |
+5.98%
Aug 1980 - Jul 1997 |
23.41%
92 out of 393 |
-0.36%
Jul 2001 - Jun 2019 |
+2.95% |
+8.85%
Feb 1980 - Jan 1998 |
3.41%
13 out of 381 |
-1.99%
Jul 2001 - Jun 2019 |
+0.80% |
+5.88%
Feb 1980 - Jan 1998 |
19.42%
74 out of 381 |
-0.56%
Feb 2002 - Jan 2021 |
+2.97% |
+9.09%
Oct 1978 - Sep 1997 |
3.25%
12 out of 369 |
-2.07%
Feb 2002 - Jan 2021 |
+0.82% |
+5.91%
Oct 1978 - Sep 1997 |
23.58%
87 out of 369 |
-0.55%
Jun 2001 - May 2021 |
+3.08% |
+9.32%
Nov 1980 - Oct 2000 |
3.64%
13 out of 357 |
-2.11%
Jun 2001 - May 2021 |
+0.89% |
+6.57%
Nov 1980 - Oct 2000 |
27.17%
97 out of 357 |
+1.45%
Dec 1984 - Nov 2009 |
+3.00% |
+8.60%
May 1975 - Apr 2000 |
0.00%
0 out of 297 |
-0.66%
Dec 1984 - Nov 2009 |
+0.96% |
+5.56%
May 1975 - Apr 2000 |
11.45%
34 out of 297 |
+1.83%
Dec 1984 - Nov 2014 |
+3.09% |
+6.46%
Jun 1975 - May 2005 |
0.00%
0 out of 237 |
-0.21%
Dec 1984 - Nov 2014 |
+1.03% |
+3.59%
Jun 1975 - May 2005 |
3.38%
8 out of 237 |
JPM BetaBuilders US Treasury Bond 0-1 yr (BBLL.DE) ETF: Historical Returns