When holding the Xtrackers EUR High Yield Corporate Bond (XHYG.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~35 years), the longest duration with a negative return was 143 months (from February 1997 to December 2008).
This indicates that, within the same timeframe, any rolling period of 144 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.
Xtrackers EUR High Yield Corporate Bond (XHYG.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 2.57%.
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 |
---|---|---|---|
-29.71%
Jan 2008 - Dec 2008 |
+5.56% |
+56.37%
Apr 2009 - Mar 2010 |
22.63%
93 out of 411 |
-30.81%
Jan 2008 - Dec 2008 |
+3.76% |
+53.94%
Apr 2009 - Mar 2010 |
29.93%
123 out of 411 |
-16.89%
Jan 2007 - Dec 2008 |
+4.87% |
+31.83%
Jan 2009 - Dec 2010 |
15.29%
61 out of 399 |
-18.77%
Jan 2007 - Dec 2008 |
+3.24% |
+29.80%
Jan 2009 - Dec 2010 |
24.81%
99 out of 399 |
-9.83%
Jan 2006 - Dec 2008 |
+4.46% |
+21.57%
Apr 2009 - Mar 2012 |
12.14%
47 out of 387 |
-11.76%
Jan 2006 - Dec 2008 |
+2.94% |
+18.83%
Apr 2009 - Mar 2012 |
24.55%
95 out of 387 |
-6.30%
Jan 2005 - Dec 2008 |
+4.84% |
+19.88%
Jan 2009 - Dec 2012 |
8.53%
32 out of 375 |
-8.31%
Jan 2005 - Dec 2008 |
+3.02% |
+17.50%
Jan 2009 - Dec 2012 |
23.20%
87 out of 375 |
-3.23%
Jan 2004 - Dec 2008 |
+4.58% |
+17.28%
Jan 2009 - Dec 2013 |
6.06%
22 out of 363 |
-5.33%
Jan 2004 - Dec 2008 |
+2.85% |
+15.21%
Jan 2009 - Dec 2013 |
19.28%
70 out of 363 |
-0.15%
Nov 1996 - Oct 2002 |
+4.80% |
+14.91%
Jan 2009 - Dec 2014 |
0.85%
3 out of 351 |
-2.53%
Nov 2016 - Oct 2022 |
+2.84% |
+13.26%
Jan 2009 - Dec 2014 |
15.95%
56 out of 351 |
-0.70%
Jan 2002 - Dec 2008 |
+4.68% |
+12.85%
Dec 2008 - Nov 2015 |
0.59%
2 out of 339 |
-2.86%
Dec 2001 - Nov 2008 |
+2.91% |
+11.44%
Dec 2008 - Nov 2015 |
11.50%
39 out of 339 |
-1.34%
Mar 2001 - Feb 2009 |
+4.79% |
+11.99%
Jan 2009 - Dec 2016 |
1.83%
6 out of 327 |
-3.41%
Mar 2001 - Feb 2009 |
+3.22% |
+10.59%
Jan 2009 - Dec 2016 |
12.54%
41 out of 327 |
-1.26%
Jan 2000 - Dec 2008 |
+4.89% |
+11.12%
Jan 2009 - Dec 2017 |
2.22%
7 out of 315 |
-3.41%
Jan 2000 - Dec 2008 |
+3.34% |
+9.73%
Jan 2009 - Dec 2017 |
13.02%
41 out of 315 |
-0.44%
Jan 1999 - Dec 2008 |
+4.75% |
+9.69%
Apr 2009 - Mar 2019 |
1.65%
5 out of 303 |
-2.55%
Jan 1999 - Dec 2008 |
+3.05% |
+8.27%
Apr 2009 - Mar 2019 |
2.97%
9 out of 303 |
-0.37%
Jan 1998 - Dec 2008 |
+4.75% |
+9.58%
Jan 2009 - Dec 2019 |
1.37%
4 out of 291 |
-2.37%
Jan 1998 - Dec 2008 |
+2.75% |
+8.19%
Jan 2009 - Dec 2019 |
3.44%
10 out of 291 |
+0.13%
Jan 1997 - Dec 2008 |
+4.77% |
+8.90%
Jan 2009 - Dec 2020 |
0.00%
0 out of 279 |
-1.82%
Jan 1997 - Dec 2008 |
+2.58% |
+7.66%
Jan 2009 - Dec 2020 |
3.23%
9 out of 279 |
+1.02%
Jan 1996 - Dec 2008 |
+4.82% |
+8.43%
Jan 2009 - Dec 2021 |
0.00%
0 out of 267 |
-0.96%
Jan 1996 - Dec 2008 |
+2.66% |
+6.89%
Jan 2009 - Dec 2021 |
2.62%
7 out of 267 |
+1.53%
Jan 1995 - Dec 2008 |
+4.99% |
+7.06%
Jan 2009 - Dec 2022 |
0.00%
0 out of 255 |
-0.51%
Dec 1994 - Nov 2008 |
+2.94% |
+5.25%
Nov 2002 - Oct 2016 |
1.96%
5 out of 255 |
+0.99%
Jan 1994 - Dec 2008 |
+4.97% |
+7.35%
Jan 2009 - Dec 2023 |
0.00%
0 out of 243 |
-1.06%
Jan 1994 - Dec 2008 |
+2.99% |
+5.21%
Nov 2002 - Oct 2017 |
2.88%
7 out of 243 |
+2.03%
Apr 1993 - Mar 2009 |
+4.85% |
+6.44%
Aug 2002 - Jul 2018 |
0.00%
0 out of 231 |
-0.03%
Jan 1993 - Dec 2008 |
+2.93% |
+4.71%
Aug 2002 - Jul 2018 |
0.87%
2 out of 231 |
+2.38%
Apr 1992 - Mar 2009 |
+4.84% |
+6.28%
Nov 2002 - Oct 2019 |
0.00%
0 out of 219 |
+0.17%
Jan 1992 - Dec 2008 |
+2.94% |
+4.58%
Nov 2002 - Oct 2019 |
0.00%
0 out of 219 |
+2.84%
Apr 1991 - Mar 2009 |
+4.81% |
+5.83%
Jan 2003 - Dec 2020 |
0.00%
0 out of 207 |
+0.58%
Apr 1991 - Mar 2009 |
+2.86% |
+4.27%
Jan 2003 - Dec 2020 |
0.00%
0 out of 207 |
+3.12%
Jan 1990 - Dec 2008 |
+4.73% |
+5.95%
Aug 2002 - Jul 2021 |
0.00%
0 out of 195 |
+0.68%
Dec 1989 - Nov 2008 |
+2.83% |
+4.29%
Aug 2002 - Jul 2021 |
0.00%
0 out of 195 |
+3.61%
Apr 2000 - Mar 2020 |
+4.86% |
+5.72%
Apr 1995 - Mar 2015 |
0.00%
0 out of 183 |
+1.71%
Jul 1989 - Jun 2009 |
+2.92% |
+3.84%
Apr 1995 - Mar 2015 |
0.00%
0 out of 183 |
+3.54%
Oct 1997 - Sep 2022 |
+4.73% |
+5.93%
Mar 1990 - Feb 2015 |
0.00%
0 out of 123 |
+1.54%
Oct 1997 - Sep 2022 |
+3.05% |
+3.74%
Mar 1990 - Feb 2015 |
0.00%
0 out of 123 |
+4.01%
Nov 1993 - Oct 2023 |
+4.81% |
+5.44%
Jan 1990 - Dec 2019 |
0.00%
0 out of 63 |
+1.89%
Nov 1993 - Oct 2023 |
+2.83% |
+3.41%
Feb 1990 - Jan 2020 |
0.00%
0 out of 63 |
Xtrackers EUR High Yield Corporate Bond (XHYG.DE) ETF: Historical Returns