When holding the Xtrackers MSCI USA ESG (XZMU.DE) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~19 years), the longest duration with a negative return was 72 months (from October 2005 to September 2011).
This indicates that, within the same timeframe, any rolling period of 73 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 MSCI USA ESG (XZMU.DE) ETF: Historical Returns
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 |
---|---|---|---|
-37.20%
Jan 2008 - Dec 2008 |
+12.34% |
+59.07%
Apr 2009 - Mar 2010 |
21.20%
46 out of 217 |
-38.18%
Jan 2008 - Dec 2008 |
+10.08% |
+56.59%
Apr 2009 - Mar 2010 |
24.88%
54 out of 217 |
-26.80%
Mar 2007 - Feb 2009 |
+12.45% |
+39.33%
Mar 2009 - Feb 2011 |
13.66%
28 out of 205 |
-28.39%
Mar 2007 - Feb 2009 |
+10.20% |
+37.09%
Mar 2009 - Feb 2011 |
19.02%
39 out of 205 |
-16.80%
Mar 2006 - Feb 2009 |
+13.79% |
+29.44%
Jan 2019 - Dec 2021 |
13.99%
27 out of 193 |
-18.51%
Mar 2006 - Feb 2009 |
+10.24% |
+27.77%
Jun 2012 - May 2015 |
14.51%
28 out of 193 |
-5.21%
Dec 2005 - Nov 2009 |
+13.79% |
+24.45%
Apr 2009 - Mar 2013 |
11.05%
20 out of 181 |
-6.96%
Dec 2005 - Nov 2009 |
+11.27% |
+23.31%
Dec 2011 - Nov 2015 |
16.02%
29 out of 181 |
-1.81%
Oct 2006 - Sep 2011 |
+13.43% |
+23.25%
Mar 2009 - Feb 2014 |
2.37%
4 out of 169 |
-3.78%
Oct 2006 - Sep 2011 |
+11.27% |
+21.17%
Mar 2009 - Feb 2014 |
12.43%
21 out of 169 |
-0.45%
Oct 2005 - Sep 2011 |
+13.26% |
+25.81%
Apr 2009 - Mar 2015 |
0.64%
1 out of 157 |
-2.41%
Oct 2005 - Sep 2011 |
+11.70% |
+23.96%
Mar 2009 - Feb 2015 |
3.82%
6 out of 157 |
+3.22%
Jan 2006 - Dec 2012 |
+13.18% |
+21.10%
Dec 2008 - Nov 2015 |
0.00%
0 out of 145 |
+1.11%
Jan 2006 - Dec 2012 |
+11.85% |
+19.59%
Dec 2008 - Nov 2015 |
0.00%
0 out of 145 |
+5.68%
Oct 2005 - Sep 2013 |
+13.42% |
+21.31%
Mar 2009 - Feb 2017 |
0.00%
0 out of 133 |
+3.65%
Oct 2005 - Sep 2013 |
+11.40% |
+19.80%
Mar 2009 - Feb 2017 |
0.00%
0 out of 133 |
+7.56%
Oct 2005 - Sep 2014 |
+13.03% |
+17.98%
Jan 2013 - Dec 2021 |
0.00%
0 out of 121 |
+5.68%
Oct 2005 - Sep 2014 |
+11.36% |
+16.60%
Jan 2013 - Dec 2021 |
0.00%
0 out of 121 |
+7.96%
Mar 2006 - Feb 2016 |
+13.44% |
+17.71%
Oct 2011 - Sep 2021 |
0.00%
0 out of 109 |
+6.42%
Feb 2006 - Jan 2016 |
+11.47% |
+16.32%
Oct 2011 - Sep 2021 |
0.00%
0 out of 109 |
+7.71%
Jun 2007 - May 2018 |
+14.23% |
+16.77%
Mar 2009 - Feb 2020 |
0.00%
0 out of 97 |
+6.17%
Jun 2007 - May 2018 |
+12.08% |
+15.33%
Mar 2009 - Feb 2020 |
0.00%
0 out of 97 |
+7.56%
Jan 2007 - Dec 2018 |
+12.92% |
+17.57%
Apr 2009 - Mar 2021 |
0.00%
0 out of 85 |
+6.00%
Apr 2006 - Mar 2018 |
+11.18% |
+16.09%
Apr 2009 - Mar 2021 |
0.00%
0 out of 85 |
+7.47%
Jan 2006 - Dec 2018 |
+13.17% |
+18.09%
Apr 2009 - Mar 2022 |
0.00%
0 out of 73 |
+5.87%
Jan 2006 - Dec 2018 |
+11.11% |
+16.38%
Jan 2009 - Dec 2021 |
0.00%
0 out of 73 |
+7.76%
Apr 2006 - Mar 2020 |
+12.85% |
+16.12%
Mar 2009 - Feb 2023 |
0.00%
0 out of 61 |
+6.25%
Apr 2006 - Mar 2020 |
+11.06% |
+13.79%
Mar 2009 - Feb 2023 |
0.00%
0 out of 61 |
+9.03%
Oct 2005 - Sep 2020 |
+11.09% |
+17.14%
Apr 2009 - Mar 2024 |
0.00%
0 out of 49 |
+7.56%
Oct 2005 - Sep 2020 |
+9.20% |
+14.72%
Apr 2009 - Mar 2024 |
0.00%
0 out of 49 |
+9.53%
Jun 2007 - May 2023 |
+10.54% |
+14.13%
Aug 2008 - Jul 2024 |
0.00%
0 out of 37 |
+7.31%
Jun 2007 - May 2023 |
+8.63% |
+11.89%
Aug 2008 - Jul 2024 |
0.00%
0 out of 37 |
+9.38%
Jan 2006 - Dec 2022 |
+10.30% |
+11.27%
Aug 2007 - Jul 2024 |
0.00%
0 out of 25 |
+7.20%
Apr 2006 - Mar 2023 |
+8.06% |
+8.96%
Aug 2007 - Jul 2024 |
0.00%
0 out of 25 |
+9.86%
Nov 2005 - Oct 2023 |
+10.61% |
+11.38%
Jul 2006 - Jun 2024 |
0.00%
0 out of 13 |
+7.60%
Nov 2005 - Oct 2023 |
+8.34% |
+9.09%
Jul 2006 - Jun 2024 |
0.00%
0 out of 13 |
+11.03%
Sep 2005 - Aug 2024 |
+11.03% |
+11.03%
Sep 2005 - Aug 2024 |
0.00%
0 out of 1 |
+8.74%
Sep 2005 - Aug 2024 |
+8.74% |
+8.74%
Sep 2005 - Aug 2024 |
0.00%
0 out of 1 |
Xtrackers MSCI USA ESG (XZMU.DE) ETF: Historical Returns