Korean Bond ETF, 10 Years of Recurring Investing
What if you had invested about $150 per month in a Korean government-bond ETF starting in 2016? A safe-asset baseline.
What does this scenario show?
Investment period · Jul 2016 – Jul 2026 (10 years)
Investment method · Recurring investment of about $150 per month
Target asset · KOSEF 10-Year Treasury Bond ETF (148070)
The actual long-term return of a safe asset (estimate)
Key results
Values verified by the operator against past data.
Sum of principal contributed during the investment period
Valuation at the end date
Personal return that reflects your investment timing
Risk & recovery metrics
These are the declines you actually had to endure during long-term investing. We do not hide this part.
Maximum drawdown (MDD)
-12.3%
Largest decline from the peak
Longest loss duration
14 months
Longest continuous stretch below principal
Recovery period
18 months
Time to regain the previous peak
What if you had stopped partway?
The Korean government-bond ETF is a safe asset, but the 2022 rate-hike shock produced a loss period. Its annual return is in the 1% range, which may fall short of the inflation rate. Figures are estimates.
If you stop investing during a decline, you lose both the chance to lower your average purchase price and the gains from the subsequent rebound. That said, there is no guarantee this result repeats for every asset and every period.
Data sources and limitations
- Based on adjusted close (dividends and splits reflected). Figures are estimates.
- Based on adjusted close (dividends and splits reflected); unless otherwise noted, the exchange rate (FX effect) is not reflected.
- Trading fees and taxes are not reflected. Your actual after-tax return is lower than this.
- This is a result based on past data and does not guarantee future returns.
📋 Results are based on historical data; past returns do not guarantee future returns.
📋 This service is provided for educational purposes to help you understand investing, not as investment advice.