When holding the SPDR Bloomberg SASB US Corporate ESG (SPPU.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~31 years), the longest duration with a negative return was 102 months (from June 2001 to November 2009).
This indicates that, within the same timeframe, any rolling period of 103 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.
SPDR Bloomberg SASB US Corporate ESG (SPPU.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 3.30%.
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 |
---|---|---|---|
-14.58%
Nov 1993 - Oct 1994 |
+4.51% |
+35.62%
Aug 1996 - Jul 1997 |
36.99%
135 out of 365 |
-17.38%
Jan 2022 - Dec 2022 |
+2.87% |
+35.10%
Apr 2014 - Mar 2015 |
43.29%
158 out of 365 |
-10.90%
Feb 2002 - Jan 2004 |
+5.12% |
+25.52%
Jul 2008 - Jun 2010 |
28.05%
99 out of 353 |
-12.66%
Feb 2002 - Jan 2004 |
+2.93% |
+24.68%
Jul 2008 - Jun 2010 |
38.24%
135 out of 353 |
-7.98%
Mar 2002 - Feb 2005 |
+5.05% |
+18.36%
Apr 1995 - Mar 1998 |
20.23%
69 out of 341 |
-9.81%
Mar 2002 - Feb 2005 |
+3.74% |
+16.37%
Apr 1995 - Mar 1998 |
33.43%
114 out of 341 |
-3.41%
May 2002 - Apr 2006 |
+5.37% |
+18.40%
Sep 1996 - Aug 2000 |
18.24%
60 out of 329 |
-6.56%
May 2020 - Apr 2024 |
+4.02% |
+16.65%
Sep 1996 - Aug 2000 |
27.05%
89 out of 329 |
-3.36%
Feb 2002 - Jan 2007 |
+5.51% |
+17.34%
Aug 1996 - Jul 2001 |
10.41%
33 out of 317 |
-5.30%
Feb 2002 - Jan 2007 |
+3.78% |
+15.41%
Aug 1996 - Jul 2001 |
23.66%
75 out of 317 |
-3.65%
Apr 2002 - Mar 2008 |
+5.45% |
+16.73%
Apr 1995 - Mar 2001 |
8.85%
27 out of 305 |
-5.84%
Apr 2002 - Mar 2008 |
+3.71% |
+14.77%
Apr 1995 - Mar 2001 |
22.95%
70 out of 305 |
-2.80%
Jul 2001 - Jun 2008 |
+5.39% |
+15.39%
Apr 1995 - Mar 2002 |
7.51%
22 out of 293 |
-5.04%
Jul 2001 - Jun 2008 |
+3.77% |
+13.33%
Apr 1995 - Mar 2002 |
21.16%
62 out of 293 |
-0.31%
Jun 2001 - May 2009 |
+5.06% |
+12.55%
Nov 1994 - Oct 2002 |
2.49%
7 out of 281 |
-2.46%
Aug 2000 - Jul 2008 |
+3.58% |
+10.46%
Nov 1994 - Oct 2002 |
17.79%
50 out of 281 |
+0.83%
Dec 2000 - Nov 2009 |
+5.21% |
+11.39%
May 1993 - Apr 2002 |
0.00%
0 out of 269 |
-1.57%
Apr 2015 - Mar 2024 |
+3.30% |
+9.14%
May 1993 - Apr 2002 |
11.15%
30 out of 269 |
+1.42%
Jul 2001 - Jun 2011 |
+4.89% |
+8.95%
May 1993 - Apr 2003 |
0.00%
0 out of 257 |
-0.63%
Jul 2001 - Jun 2011 |
+3.57% |
+6.75%
May 1993 - Apr 2003 |
3.50%
9 out of 257 |
+2.05%
Aug 2012 - Jul 2023 |
+5.30% |
+8.51%
Nov 1994 - Oct 2005 |
0.00%
0 out of 245 |
-0.08%
Aug 2012 - Jul 2023 |
+3.42% |
+6.73%
Aug 2008 - Jul 2019 |
0.41%
1 out of 245 |
+1.86%
Mar 2002 - Feb 2014 |
+5.33% |
+8.04%
Jul 2008 - Jun 2020 |
0.00%
0 out of 233 |
-0.07%
Mar 2002 - Feb 2014 |
+3.51% |
+6.83%
Jul 2008 - Jun 2020 |
0.43%
1 out of 233 |
+2.42%
Jun 2001 - May 2014 |
+5.43% |
+6.95%
May 2007 - Apr 2020 |
0.00%
0 out of 221 |
+0.44%
Apr 2001 - Mar 2014 |
+3.52% |
+5.67%
Aug 2008 - Jul 2021 |
0.00%
0 out of 221 |
+3.04%
Jul 2010 - Jun 2024 |
+5.22% |
+7.72%
Sep 1996 - Aug 2010 |
0.00%
0 out of 209 |
+0.83%
Jul 2010 - Jun 2024 |
+3.27% |
+5.74%
Sep 1996 - Aug 2010 |
0.00%
0 out of 209 |
+3.53%
Feb 2002 - Jan 2017 |
+5.26% |
+7.99%
Jul 1995 - Jun 2010 |
0.00%
0 out of 197 |
+1.86%
Feb 2002 - Jan 2017 |
+3.43% |
+5.97%
Jul 1995 - Jun 2010 |
0.00%
0 out of 197 |
+2.56%
Feb 2002 - Jan 2018 |
+5.20% |
+7.66%
Aug 1996 - Jul 2012 |
0.00%
0 out of 185 |
+0.92%
Feb 2002 - Jan 2018 |
+3.31% |
+5.61%
Aug 1996 - Jul 2012 |
0.00%
0 out of 185 |
+2.98%
Apr 2001 - Mar 2018 |
+5.15% |
+7.88%
Aug 1995 - Jul 2012 |
0.00%
0 out of 173 |
+1.27%
Apr 2001 - Mar 2018 |
+3.41% |
+5.82%
Aug 1995 - Jul 2012 |
0.00%
0 out of 173 |
+3.48%
Nov 2000 - Oct 2018 |
+4.95% |
+7.62%
Apr 1995 - Mar 2013 |
0.00%
0 out of 161 |
+1.63%
Nov 2005 - Oct 2023 |
+3.25% |
+5.52%
Apr 1995 - Mar 2013 |
0.00%
0 out of 161 |
+2.97%
Mar 2002 - Feb 2021 |
+4.77% |
+7.48%
Apr 1996 - Mar 2015 |
0.00%
0 out of 149 |
+1.41%
Mar 2002 - Feb 2021 |
+3.02% |
+5.61%
Apr 1996 - Mar 2015 |
0.00%
0 out of 149 |
+3.07%
Mar 2002 - Feb 2022 |
+5.08% |
+8.02%
Apr 1995 - Mar 2015 |
0.00%
0 out of 137 |
+1.22%
Dec 2002 - Nov 2022 |
+3.35% |
+6.10%
Apr 1995 - Mar 2015 |
0.00%
0 out of 137 |
+4.11%
Jun 1999 - May 2024 |
+5.64% |
+6.96%
Apr 1995 - Mar 2020 |
0.00%
0 out of 77 |
+1.93%
Jun 1999 - May 2024 |
+3.81% |
+5.23%
Apr 1995 - Mar 2020 |
0.00%
0 out of 77 |
+4.79%
Nov 1993 - Oct 2023 |
+5.04% |
+5.45%
Jul 1994 - Jun 2024 |
0.00%
0 out of 17 |
+2.65%
Nov 1993 - Oct 2023 |
+2.94% |
+3.31%
Jul 1994 - Jun 2024 |
0.00%
0 out of 17 |
SPDR Bloomberg SASB US Corporate ESG (SPPU.DE) ETF: Historical Returns