Last Update: 28 February 2021

Implementing the Aggressive Global Income Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 4 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 3 years rolling periods, you would have obtained a positive returns 97.52% of times

All the returns are calculated over the available historical serie, starting from March 2008 until February 2021.

In order to have complete information about the portfolio, please refer to the Aggressive Global Income Portfolio: ETF allocation and returns page.

Rolling Returns

Aggressive Global Income Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.76% +71.56%
Mar 2009 - Feb 2010
-46.27%
Mar 2008 - Feb 2009
26.90%
2 Years
+8.24% +43.53%
Mar 2009 - Feb 2011
-7.04%
Apr 2018 - Mar 2020
15.79%
3 Years
+8.13% +28.69%
Mar 2009 - Feb 2012
-2.51%
Apr 2017 - Mar 2020
2.48%
4 Years
+8.18% +23.84%
Mar 2009 - Feb 2013
+1.02%
Jun 2008 - May 2012
0.00%
5 Years
+8.14% +22.06%
Mar 2009 - Feb 2014
+0.78%
Apr 2015 - Mar 2020
0.00%
6 Years
+7.89% +19.31%
Mar 2009 - Feb 2015
+1.08%
Apr 2014 - Mar 2020
0.00%
7 Years
+7.87% +14.20%
Mar 2009 - Feb 2016
+2.83%
Apr 2013 - Mar 2020
0.00%
8 Years
+8.07% +15.45%
Mar 2009 - Feb 2017
+3.93%
Mar 2008 - Feb 2016
0.00%
9 Years
+8.14% +14.63%
Mar 2009 - Feb 2018
+3.89%
Apr 2011 - Mar 2020
0.00%
10 Years
+8.04% +13.45%
Mar 2009 - Feb 2019
+4.98%
Apr 2010 - Mar 2020
0.00%
11 Years
+7.97% +12.03%
Mar 2009 - Feb 2020
+5.53%
Jun 2008 - May 2019
0.00%
12 Years
+7.03% +12.09%
Mar 2009 - Feb 2021
+3.82%
Apr 2008 - Mar 2020
0.00%
13 Years
+5.92% +5.92%
Mar 2008 - Feb 2021
+5.92%
Mar 2008 - Feb 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.76% +71.56%
Mar 2009 - Feb 2010
-46.27%
Mar 2008 - Feb 2009
26.90%
39 out of 145

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.24% +43.53%
Mar 2009 - Feb 2011
-7.04%
Apr 2018 - Mar 2020
15.79%
21 out of 133

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.13% +28.69%
Mar 2009 - Feb 2012
-2.51%
Apr 2017 - Mar 2020
2.48%
3 out of 121

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.18% +23.84%
Mar 2009 - Feb 2013
+1.02%
Jun 2008 - May 2012
0.00%
0 out of 109

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.14% +22.06%
Mar 2009 - Feb 2014
+0.78%
Apr 2015 - Mar 2020
0.00%
0 out of 97

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.89% +19.31%
Mar 2009 - Feb 2015
+1.08%
Apr 2014 - Mar 2020
0.00%
0 out of 85

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.87% +14.20%
Mar 2009 - Feb 2016
+2.83%
Apr 2013 - Mar 2020
0.00%
0 out of 73

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.07% +15.45%
Mar 2009 - Feb 2017
+3.93%
Mar 2008 - Feb 2016
0.00%
0 out of 61

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.14% +14.63%
Mar 2009 - Feb 2018
+3.89%
Apr 2011 - Mar 2020
0.00%
0 out of 49

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.04% +13.45%
Mar 2009 - Feb 2019
+4.98%
Apr 2010 - Mar 2020
0.00%
0 out of 37

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.97% +12.03%
Mar 2009 - Feb 2020
+5.53%
Jun 2008 - May 2019
0.00%
0 out of 25

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.03% +12.09%
Mar 2009 - Feb 2021
+3.82%
Apr 2008 - Mar 2020
0.00%
0 out of 13

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.92% +5.92%
Mar 2008 - Feb 2021
+5.92%
Mar 2008 - Feb 2021
0.00%
0 out of 1

In order to have complete information about the portfolio, please refer to the Aggressive Global Income Portfolio: ETF allocation and returns page.

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