When holding the UBS Bloomberg MSCI US Liquid Corporates Sustainable EUR Hedged (UET0.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 173 months (from December 2009 to April 2024).
This indicates that, within the same timeframe, any rolling period of 174 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.
UBS Bloomberg MSCI US Liquid Corporates Sustainable EUR Hedged (UET0.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 -1.84%.
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 |
---|---|---|---|
-33.54%
Nov 2021 - Oct 2022 |
+4.81% |
+23.31%
Dec 2008 - Nov 2009 |
23.84%
87 out of 365 |
-39.92%
Nov 2021 - Oct 2022 |
+3.23% |
+22.72%
Dec 2008 - Nov 2009 |
33.70%
123 out of 365 |
-19.28%
Nov 2020 - Oct 2022 |
+4.49% |
+16.33%
Nov 2008 - Oct 2010 |
12.46%
44 out of 353 |
-24.76%
Nov 2020 - Oct 2022 |
+2.76% |
+15.28%
Nov 2008 - Oct 2010 |
22.10%
78 out of 353 |
-13.34%
Nov 2020 - Oct 2023 |
+4.29% |
+11.84%
Jun 2000 - May 2003 |
9.97%
34 out of 341 |
-18.10%
Nov 2020 - Oct 2023 |
+2.80% |
+9.65%
Nov 2008 - Oct 2011 |
17.89%
61 out of 341 |
-9.05%
Nov 2019 - Oct 2023 |
+4.86% |
+11.20%
Dec 2008 - Nov 2012 |
9.73%
32 out of 329 |
-12.76%
May 2020 - Apr 2024 |
+3.04% |
+9.13%
Dec 2008 - Nov 2012 |
15.50%
51 out of 329 |
-6.56%
Nov 2017 - Oct 2022 |
+5.47% |
+9.32%
Aug 2007 - Jul 2012 |
9.15%
29 out of 317 |
-9.66%
Nov 2017 - Oct 2022 |
+3.63% |
+7.17%
Aug 2007 - Jul 2012 |
13.25%
42 out of 317 |
-5.55%
Nov 2016 - Oct 2022 |
+5.86% |
+8.23%
Jan 2007 - Dec 2012 |
9.51%
29 out of 305 |
-8.57%
Nov 2017 - Oct 2023 |
+3.91% |
+6.36%
Dec 2008 - Nov 2014 |
13.11%
40 out of 305 |
-4.79%
Nov 2016 - Oct 2023 |
+5.98% |
+8.42%
Nov 1994 - Oct 2001 |
9.56%
28 out of 293 |
-7.62%
Nov 2016 - Oct 2023 |
+3.88% |
+6.47%
Nov 1994 - Oct 2001 |
10.92%
32 out of 293 |
-3.73%
Nov 2015 - Oct 2023 |
+5.95% |
+8.58%
Jan 1995 - Dec 2002 |
9.25%
26 out of 281 |
-6.30%
Nov 2015 - Oct 2023 |
+3.96% |
+6.53%
Jan 1995 - Dec 2002 |
11.03%
31 out of 281 |
-3.30%
Nov 2014 - Oct 2023 |
+5.77% |
+8.38%
Jun 1994 - May 2003 |
9.67%
26 out of 269 |
-5.61%
Nov 2014 - Oct 2023 |
+3.78% |
+6.32%
Jun 1994 - May 2003 |
11.90%
32 out of 269 |
-2.70%
Nov 2012 - Oct 2022 |
+5.54% |
+8.05%
Jan 1995 - Dec 2004 |
10.12%
26 out of 257 |
-4.78%
Nov 2013 - Oct 2023 |
+3.66% |
+5.97%
Jan 1995 - Dec 2004 |
11.67%
30 out of 257 |
-2.47%
Nov 2012 - Oct 2023 |
+5.38% |
+7.59%
Jun 1994 - May 2005 |
10.61%
26 out of 245 |
-4.47%
Nov 2012 - Oct 2023 |
+3.59% |
+5.50%
Jun 1994 - May 2005 |
11.84%
29 out of 245 |
-1.50%
Nov 2011 - Oct 2023 |
+5.44% |
+7.36%
Jun 2000 - May 2012 |
11.16%
26 out of 233 |
-3.56%
Nov 2011 - Oct 2023 |
+3.62% |
+5.15%
Feb 2000 - Jan 2012 |
11.59%
27 out of 233 |
-1.22%
Nov 2010 - Oct 2023 |
+5.49% |
+7.27%
Jan 2000 - Dec 2012 |
10.86%
24 out of 221 |
-3.35%
Nov 2010 - Oct 2023 |
+3.57% |
+5.08%
Feb 2000 - Jan 2013 |
11.76%
26 out of 221 |
-0.39%
Nov 2009 - Oct 2023 |
+5.48% |
+7.14%
Sep 1996 - Aug 2010 |
4.78%
10 out of 209 |
-2.52%
Nov 2009 - Oct 2023 |
+3.72% |
+5.17%
Sep 1996 - Aug 2010 |
12.44%
26 out of 209 |
+0.54%
Aug 2009 - Jul 2024 |
+5.69% |
+7.30%
Dec 1994 - Nov 2009 |
0.00%
0 out of 197 |
-1.61%
Aug 2009 - Jul 2024 |
+3.72% |
+5.25%
Feb 1995 - Jan 2010 |
12.69%
25 out of 197 |
+0.93%
May 2008 - Apr 2024 |
+5.47% |
+7.45%
Nov 1994 - Oct 2010 |
0.00%
0 out of 185 |
-1.14%
Nov 2007 - Oct 2023 |
+3.69% |
+5.40%
Nov 1994 - Oct 2010 |
13.51%
25 out of 185 |
+1.13%
Nov 2006 - Oct 2023 |
+5.47% |
+7.22%
Jan 1995 - Dec 2011 |
0.00%
0 out of 173 |
-0.97%
Nov 2006 - Oct 2023 |
+3.64% |
+5.16%
Feb 1995 - Jan 2012 |
15.03%
26 out of 173 |
+1.19%
Nov 2005 - Oct 2023 |
+5.27% |
+7.32%
Jan 1995 - Dec 2012 |
0.00%
0 out of 161 |
-0.88%
Nov 2005 - Oct 2023 |
+3.48% |
+5.19%
Dec 1994 - Nov 2012 |
15.53%
25 out of 161 |
+1.17%
Nov 2004 - Oct 2023 |
+5.13% |
+7.02%
May 1994 - Apr 2013 |
0.00%
0 out of 149 |
-0.92%
Nov 2004 - Oct 2023 |
+3.39% |
+4.90%
May 1994 - Apr 2013 |
16.11%
24 out of 149 |
+1.45%
Nov 2003 - Oct 2023 |
+5.14% |
+6.87%
May 1993 - Apr 2013 |
0.00%
0 out of 137 |
-0.66%
Nov 2003 - Oct 2023 |
+3.44% |
+4.88%
Feb 1995 - Jan 2015 |
16.79%
23 out of 137 |
+2.43%
Nov 1998 - Oct 2023 |
+5.06% |
+5.63%
Dec 1994 - Nov 2019 |
0.00%
0 out of 77 |
+0.32%
Nov 1998 - Oct 2023 |
+3.38% |
+3.89%
Feb 1995 - Jan 2020 |
0.00%
0 out of 77 |
+3.27%
Nov 1993 - Oct 2023 |
+3.61% |
+3.75%
May 1993 - Apr 2023 |
0.00%
0 out of 17 |
+1.16%
Nov 1993 - Oct 2023 |
+1.52% |
+1.64%
May 1993 - Apr 2023 |
0.00%
0 out of 17 |
UBS Bloomberg MSCI US Liquid Corporates Sustainable EUR Hedged (UET0.DE) ETF: Historical Returns