Last Update: 31 August 2021

Implementing the Burton Malkiel Late Sixties and Beyond Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 6 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 4 years rolling periods, you would have obtained a positive returns 97.78% of times

All the returns are calculated over the available historical serie, starting from January 1999 until August 2021.

In order to have complete information about the portfolio, please refer to the Burton Malkiel Late Sixties and Beyond Portfolio: ETF allocation and returns page.

Rolling Returns

Burton Malkiel Late Sixties and Beyond Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.94% +49.65%
Mar 2009 - Feb 2010
-35.62%
Mar 2008 - Feb 2009
18.01%
2 Years
+8.24% +33.68%
Mar 2009 - Feb 2011
-20.08%
Mar 2007 - Feb 2009
11.65%
3 Years
+8.08% +23.17%
Mar 2009 - Feb 2012
-9.77%
Mar 2006 - Feb 2009
10.13%
4 Years
+8.16% +19.71%
Mar 2009 - Feb 2013
-4.09%
Mar 2005 - Feb 2009
2.22%
5 Years
+8.21% +17.95%
Mar 2009 - Feb 2014
-1.13%
Mar 2004 - Feb 2009
0.94%
6 Years
+8.11% +16.63%
Mar 2009 - Feb 2015
+3.94%
Oct 2005 - Sep 2011
0.00%
7 Years
+8.05% +12.90%
Apr 2009 - Mar 2016
+2.45%
Mar 2002 - Feb 2009
0.00%
8 Years
+7.95% +13.35%
Mar 2009 - Feb 2017
+2.77%
Mar 2001 - Feb 2009
0.00%
9 Years
+7.77% +12.93%
Mar 2009 - Feb 2018
+3.19%
Mar 2000 - Feb 2009
0.00%
10 Years
+7.70% +12.03%
Mar 2009 - Feb 2019
+4.07%
Mar 1999 - Feb 2009
0.00%
11 Years
+7.88% +11.52%
Mar 2009 - Feb 2020
+5.03%
Nov 2007 - Oct 2018
0.00%
12 Years
+7.87% +11.96%
Mar 2009 - Feb 2021
+5.24%
Jan 2007 - Dec 2018
0.00%
13 Years
+7.68% +9.21%
Apr 2003 - Mar 2016
+4.83%
Apr 2007 - Mar 2020
0.00%
14 Years
+7.81% +9.30%
Mar 2003 - Feb 2017
+5.49%
Apr 2006 - Mar 2020
0.00%
15 Years
+7.97% +9.65%
Feb 2003 - Jan 2018
+6.42%
Apr 2005 - Mar 2020
0.00%
16 Years
+8.05% +9.14%
Oct 2002 - Sep 2018
+6.45%
Apr 2004 - Mar 2020
0.00%
17 Years
+8.10% +9.21%
Feb 2003 - Jan 2020
+7.43%
Jan 2000 - Dec 2016
0.00%
18 Years
+8.17% +9.39%
Apr 2003 - Mar 2021
+6.94%
Apr 2002 - Mar 2020
0.00%
19 Years
+8.01% +9.28%
Aug 2002 - Jul 2021
+7.14%
Jan 2000 - Dec 2018
0.00%
20 Years
+7.92% +8.65%
Sep 2001 - Aug 2021
+6.85%
Apr 2000 - Mar 2020
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
+8.94% +49.65%
Mar 2009 - Feb 2010
-35.62%
Mar 2008 - Feb 2009
18.01%
47 out of 261

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.24% +33.68%
Mar 2009 - Feb 2011
-20.08%
Mar 2007 - Feb 2009
11.65%
29 out of 249

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.08% +23.17%
Mar 2009 - Feb 2012
-9.77%
Mar 2006 - Feb 2009
10.13%
24 out of 237

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.16% +19.71%
Mar 2009 - Feb 2013
-4.09%
Mar 2005 - Feb 2009
2.22%
5 out of 225

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.21% +17.95%
Mar 2009 - Feb 2014
-1.13%
Mar 2004 - Feb 2009
0.94%
2 out of 213

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.11% +16.63%
Mar 2009 - Feb 2015
+3.94%
Oct 2005 - Sep 2011
0.00%
0 out of 201

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.05% +12.90%
Apr 2009 - Mar 2016
+2.45%
Mar 2002 - Feb 2009
0.00%
0 out of 189

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.95% +13.35%
Mar 2009 - Feb 2017
+2.77%
Mar 2001 - Feb 2009
0.00%
0 out of 177

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.77% +12.93%
Mar 2009 - Feb 2018
+3.19%
Mar 2000 - Feb 2009
0.00%
0 out of 165

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.70% +12.03%
Mar 2009 - Feb 2019
+4.07%
Mar 1999 - Feb 2009
0.00%
0 out of 153

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.88% +11.52%
Mar 2009 - Feb 2020
+5.03%
Nov 2007 - Oct 2018
0.00%
0 out of 141

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.87% +11.96%
Mar 2009 - Feb 2021
+5.24%
Jan 2007 - Dec 2018
0.00%
0 out of 129

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.68% +9.21%
Apr 2003 - Mar 2016
+4.83%
Apr 2007 - Mar 2020
0.00%
0 out of 117

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.81% +9.30%
Mar 2003 - Feb 2017
+5.49%
Apr 2006 - Mar 2020
0.00%
0 out of 105

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.97% +9.65%
Feb 2003 - Jan 2018
+6.42%
Apr 2005 - Mar 2020
0.00%
0 out of 93

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.05% +9.14%
Oct 2002 - Sep 2018
+6.45%
Apr 2004 - Mar 2020
0.00%
0 out of 81

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.10% +9.21%
Feb 2003 - Jan 2020
+7.43%
Jan 2000 - Dec 2016
0.00%
0 out of 69

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.17% +9.39%
Apr 2003 - Mar 2021
+6.94%
Apr 2002 - Mar 2020
0.00%
0 out of 57

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.01% +9.28%
Aug 2002 - Jul 2021
+7.14%
Jan 2000 - Dec 2018
0.00%
0 out of 45

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.92% +8.65%
Sep 2001 - Aug 2021
+6.85%
Apr 2000 - Mar 2020
0.00%
0 out of 33

In order to have complete information about the portfolio, please refer to the Burton Malkiel Late Sixties and Beyond Portfolio: ETF allocation and returns page.

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