When holding the SPDR Refinitiv Global Convertible Bond EUR Hedged (SPF1.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 111 months (from January 2000 to March 2009).
This indicates that, within the same timeframe, any rolling period of 112 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 Refinitiv Global Convertible Bond EUR Hedged (SPF1.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 3.68%.
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 |
---|---|---|---|
-37.45%
Nov 2007 - Oct 2008 |
+8.22% |
+50.79%
Apr 2020 - Mar 2021 |
28.29%
101 out of 357 |
-39.37%
Nov 2007 - Oct 2008 |
+6.39% |
+48.81%
Apr 2020 - Mar 2021 |
31.93%
114 out of 357 |
-15.88%
Dec 2006 - Nov 2008 |
+6.58% |
+27.46%
Mar 2009 - Feb 2011 |
18.26%
63 out of 345 |
-18.00%
Dec 2006 - Nov 2008 |
+4.47% |
+25.40%
Mar 2009 - Feb 2011 |
23.19%
80 out of 345 |
-7.72%
Mar 2006 - Feb 2009 |
+6.33% |
+23.50%
Mar 1997 - Feb 2000 |
13.81%
46 out of 333 |
-10.20%
Mar 2021 - Feb 2024 |
+4.66% |
+21.96%
Mar 1997 - Feb 2000 |
21.32%
71 out of 333 |
-4.06%
Dec 2004 - Nov 2008 |
+6.13% |
+22.23%
Mar 1996 - Feb 2000 |
4.67%
15 out of 321 |
-6.25%
Dec 2004 - Nov 2008 |
+4.39% |
+20.54%
Mar 1996 - Feb 2000 |
15.89%
51 out of 321 |
-2.24%
Mar 2004 - Feb 2009 |
+5.62% |
+22.20%
Mar 1995 - Feb 2000 |
2.59%
8 out of 309 |
-4.30%
Dec 2003 - Nov 2008 |
+3.83% |
+20.25%
Mar 1995 - Feb 2000 |
16.18%
50 out of 309 |
+0.42%
Dec 2002 - Nov 2008 |
+5.88% |
+16.37%
Apr 1994 - Mar 2000 |
0.00%
0 out of 297 |
-1.82%
Dec 2002 - Nov 2008 |
+4.24% |
+14.34%
Apr 1994 - Mar 2000 |
6.40%
19 out of 297 |
-0.11%
Dec 2001 - Nov 2008 |
+5.77% |
+12.38%
Apr 1995 - Mar 2002 |
0.35%
1 out of 285 |
-2.34%
Dec 2001 - Nov 2008 |
+3.99% |
+10.74%
Dec 2008 - Nov 2015 |
2.81%
8 out of 285 |
-1.18%
Nov 2000 - Oct 2008 |
+6.15% |
+10.70%
Mar 2009 - Feb 2017 |
1.47%
4 out of 273 |
-3.43%
Nov 2000 - Oct 2008 |
+4.15% |
+9.34%
Dec 2008 - Nov 2016 |
4.40%
12 out of 273 |
-1.77%
Mar 2000 - Feb 2009 |
+5.94% |
+11.20%
Mar 1995 - Feb 2004 |
1.92%
5 out of 261 |
-3.82%
Mar 2000 - Feb 2009 |
+4.14% |
+9.24%
Dec 2008 - Nov 2017 |
4.21%
11 out of 261 |
+1.86%
Feb 1999 - Jan 2009 |
+6.04% |
+10.28%
Mar 1995 - Feb 2005 |
0.00%
0 out of 249 |
-0.23%
Feb 1999 - Jan 2009 |
+4.07% |
+8.27%
Mar 1995 - Feb 2005 |
2.01%
5 out of 249 |
+2.46%
Oct 2000 - Sep 2011 |
+5.61% |
+10.36%
Apr 1995 - Mar 2006 |
0.00%
0 out of 237 |
+0.35%
Oct 2000 - Sep 2011 |
+3.94% |
+8.28%
Mar 1995 - Feb 2006 |
0.00%
0 out of 237 |
+2.42%
Jan 2000 - Dec 2011 |
+5.66% |
+10.87%
Mar 2009 - Feb 2021 |
0.00%
0 out of 225 |
+0.26%
Jan 2000 - Dec 2011 |
+3.87% |
+9.53%
Mar 2009 - Feb 2021 |
0.00%
0 out of 225 |
+2.96%
Mar 2000 - Feb 2013 |
+5.80% |
+10.18%
Nov 2008 - Oct 2021 |
0.00%
0 out of 213 |
+0.87%
Mar 2000 - Feb 2013 |
+3.93% |
+8.74%
Nov 2008 - Oct 2021 |
0.00%
0 out of 213 |
+4.00%
Apr 2006 - Mar 2020 |
+5.76% |
+8.44%
Jun 1994 - May 2008 |
0.00%
0 out of 201 |
+1.98%
Apr 2000 - Mar 2014 |
+3.99% |
+6.18%
Jan 1994 - Dec 2007 |
0.00%
0 out of 201 |
+3.49%
Nov 2007 - Oct 2022 |
+5.88% |
+8.48%
Apr 1995 - Mar 2010 |
0.00%
0 out of 189 |
+1.42%
Nov 2007 - Oct 2022 |
+3.95% |
+6.44%
Apr 1995 - Mar 2010 |
0.00%
0 out of 189 |
+3.39%
Mar 2000 - Feb 2016 |
+5.95% |
+8.65%
Mar 1995 - Feb 2011 |
0.00%
0 out of 177 |
+1.36%
Nov 2007 - Oct 2023 |
+4.18% |
+6.61%
Mar 1995 - Feb 2011 |
0.00%
0 out of 177 |
+3.91%
Mar 2000 - Feb 2017 |
+5.96% |
+7.96%
Mar 1995 - Feb 2012 |
0.00%
0 out of 165 |
+1.97%
Jun 2007 - May 2024 |
+4.25% |
+5.89%
Mar 1995 - Feb 2012 |
0.00%
0 out of 165 |
+4.01%
Apr 2000 - Mar 2018 |
+5.69% |
+8.05%
Apr 1995 - Mar 2013 |
0.00%
0 out of 153 |
+2.24%
Apr 2000 - Mar 2018 |
+3.91% |
+5.94%
Apr 1995 - Mar 2013 |
0.00%
0 out of 153 |
+3.75%
Mar 2000 - Feb 2019 |
+6.08% |
+8.57%
Mar 1995 - Feb 2014 |
0.00%
0 out of 141 |
+1.99%
Jan 2000 - Dec 2018 |
+4.32% |
+6.56%
Mar 1995 - Feb 2014 |
0.00%
0 out of 141 |
+3.26%
Apr 2000 - Mar 2020 |
+5.99% |
+8.45%
Mar 1995 - Feb 2015 |
0.00%
0 out of 129 |
+1.58%
Apr 2000 - Mar 2020 |
+4.33% |
+6.56%
Mar 1995 - Feb 2015 |
0.00%
0 out of 129 |
+4.90%
May 1999 - Apr 2024 |
+6.63% |
+7.81%
Mar 1996 - Feb 2021 |
0.00%
0 out of 69 |
+2.72%
May 1999 - Apr 2024 |
+4.81% |
+6.14%
Mar 1996 - Feb 2021 |
0.00%
0 out of 69 |
+6.06%
Feb 1994 - Jan 2024 |
+6.33% |
+6.45%
Jul 1994 - Jun 2024 |
0.00%
0 out of 9 |
+3.95%
Feb 1994 - Jan 2024 |
+4.18% |
+4.30%
Jul 1994 - Jun 2024 |
0.00%
0 out of 9 |
SPDR Refinitiv Global Convertible Bond EUR Hedged (SPF1.DE) ETF: Historical Returns