When holding the UBS CMCI Composite SF (UIQK.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~71 years), the longest duration with a negative return was 242 months (from September 2000 to October 2020).
This indicates that, within the same timeframe, any rolling period of 243 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 CMCI Composite SF (UIQK.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 Sep 30, 2024, the annualized return of the previous 10 years has been 3.66%.
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 |
---|---|---|---|
-42.38%
Jul 2008 - Jun 2009 |
+4.11% |
+91.49%
Mar 1999 - Feb 2000 |
38.32%
323 out of 843 |
-42.29%
Jul 2008 - Jun 2009 |
+1.17% |
+87.86%
Mar 1999 - Feb 2000 |
45.55%
384 out of 843 |
-23.57%
Feb 1997 - Jan 1999 |
+3.35% |
+67.81%
Dec 1998 - Nov 2000 |
36.82%
306 out of 831 |
-24.26%
Feb 1997 - Jan 1999 |
+0.98% |
+64.60%
Dec 1998 - Nov 2000 |
45.97%
382 out of 831 |
-12.80%
Sep 2012 - Aug 2015 |
+3.48% |
+50.62%
Nov 1971 - Oct 1974 |
30.65%
251 out of 819 |
-14.18%
Nov 1974 - Oct 1977 |
+1.36% |
+41.32%
Nov 1971 - Oct 1974 |
43.47%
356 out of 819 |
-10.94%
Sep 2012 - Aug 2016 |
+4.77% |
+39.18%
Dec 1970 - Nov 1974 |
25.53%
206 out of 807 |
-11.40%
Sep 2012 - Aug 2016 |
+2.37% |
+30.71%
Dec 1970 - Nov 1974 |
37.67%
304 out of 807 |
-8.83%
Sep 2012 - Aug 2017 |
+5.16% |
+32.30%
Dec 1969 - Nov 1974 |
19.12%
152 out of 795 |
-9.48%
Sep 2012 - Aug 2017 |
+2.89% |
+24.88%
Nov 1969 - Oct 1974 |
37.48%
298 out of 795 |
-7.30%
May 2014 - Apr 2020 |
+6.29% |
+26.16%
Nov 1968 - Oct 1974 |
20.56%
161 out of 783 |
-8.05%
May 2014 - Apr 2020 |
+3.48% |
+19.86%
Nov 1968 - Oct 1974 |
36.65%
287 out of 783 |
-7.43%
Apr 2013 - Mar 2020 |
+7.10% |
+21.78%
Nov 1967 - Oct 1974 |
18.03%
139 out of 771 |
-8.15%
Sep 2008 - Aug 2015 |
+4.40% |
+17.96%
Jan 1999 - Dec 2005 |
33.98%
262 out of 771 |
-7.22%
Jul 2008 - Jun 2016 |
+7.42% |
+19.46%
Oct 1971 - Sep 1979 |
17.79%
135 out of 759 |
-8.23%
Jul 2008 - Jun 2016 |
+4.64% |
+14.08%
Mar 1977 - Feb 1985 |
33.60%
255 out of 759 |
-7.04%
Jul 2008 - Jun 2017 |
+7.35% |
+19.96%
Dec 1971 - Nov 1980 |
14.59%
109 out of 747 |
-8.07%
Jul 2008 - Jun 2017 |
+4.83% |
+14.52%
Mar 1999 - Feb 2008 |
31.33%
234 out of 747 |
-5.26%
Jul 2008 - Jun 2018 |
+7.05% |
+19.17%
Dec 1970 - Nov 1980 |
12.79%
94 out of 735 |
-6.38%
Jul 2008 - Jun 2018 |
+4.69% |
+13.37%
Dec 1970 - Nov 1980 |
28.44%
209 out of 735 |
-5.11%
Jul 2008 - Jun 2019 |
+7.71% |
+18.59%
Aug 1972 - Jul 1983 |
11.20%
81 out of 723 |
-6.26%
Jul 2008 - Jun 2019 |
+5.00% |
+12.96%
Aug 1972 - Jul 1983 |
27.11%
196 out of 723 |
-5.96%
Jul 2008 - Jun 2020 |
+8.00% |
+18.80%
Sep 1971 - Aug 1983 |
10.13%
72 out of 711 |
-7.02%
Jul 2008 - Jun 2020 |
+5.05% |
+13.38%
Oct 1978 - Sep 1990 |
24.19%
172 out of 711 |
-3.01%
May 2007 - Apr 2020 |
+8.06% |
+18.89%
Oct 1971 - Sep 1984 |
9.30%
65 out of 699 |
-4.31%
May 2007 - Apr 2020 |
+5.13% |
+13.50%
Oct 1977 - Sep 1990 |
22.89%
160 out of 699 |
-3.32%
May 2006 - Apr 2020 |
+7.88% |
+18.24%
Jun 1970 - May 1984 |
6.11%
42 out of 687 |
-4.65%
May 2006 - Apr 2020 |
+4.97% |
+12.76%
Jun 1970 - May 1984 |
21.11%
145 out of 687 |
-2.83%
Oct 2005 - Sep 2020 |
+7.99% |
+17.76%
Mar 1970 - Feb 1985 |
4.44%
30 out of 675 |
-4.14%
Oct 2005 - Sep 2020 |
+5.19% |
+12.45%
Mar 1970 - Feb 1985 |
18.96%
128 out of 675 |
-1.75%
Apr 2004 - Mar 2020 |
+8.20% |
+16.61%
Mar 1969 - Feb 1985 |
2.56%
17 out of 663 |
-3.22%
Apr 2004 - Mar 2020 |
+5.44% |
+11.49%
Mar 1969 - Feb 1985 |
17.19%
114 out of 663 |
-0.33%
Dec 2000 - Nov 2017 |
+7.98% |
+15.49%
Mar 1968 - Feb 1985 |
0.92%
6 out of 651 |
-2.00%
Dec 2000 - Nov 2017 |
+5.31% |
+11.20%
Jun 1972 - May 1989 |
13.06%
85 out of 651 |
-0.30%
Dec 2000 - Nov 2018 |
+7.91% |
+15.88%
Oct 1972 - Sep 1990 |
0.31%
2 out of 639 |
-1.98%
Dec 2000 - Nov 2018 |
+5.15% |
+11.76%
Oct 1972 - Sep 1990 |
8.92%
57 out of 639 |
-1.01%
May 2001 - Apr 2020 |
+8.13% |
+16.82%
Oct 1971 - Sep 1990 |
0.96%
6 out of 627 |
-2.58%
May 2001 - Apr 2020 |
+5.22% |
+12.53%
Oct 1971 - Sep 1990 |
4.15%
26 out of 627 |
-0.51%
Nov 2000 - Oct 2020 |
+8.29% |
+16.10%
Oct 1970 - Sep 1990 |
0.65%
4 out of 615 |
-2.07%
Nov 2000 - Oct 2020 |
+5.30% |
+11.73%
Oct 1970 - Sep 1990 |
2.93%
18 out of 615 |
+2.93%
Sep 1991 - Aug 2016 |
+8.78% |
+13.57%
Feb 1972 - Jan 1997 |
0.00%
0 out of 555 |
+0.92%
Oct 1990 - Sep 2015 |
+5.47% |
+9.68%
Aug 1972 - Jul 1997 |
0.00%
0 out of 555 |
+2.19%
Oct 1990 - Sep 2020 |
+8.49% |
+13.56%
Dec 1970 - Nov 2000 |
0.00%
0 out of 495 |
+0.31%
Oct 1990 - Sep 2020 |
+5.66% |
+9.83%
Dec 1970 - Nov 2000 |
0.00%
0 out of 495 |
UBS CMCI Composite SF (UIQK.DE) ETF: Historical Returns