Last Update: 30 April 2022
Implementing the Burton Malkiel Mid-Fifties 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 98.11% of times
All the returns are calculated over the available historical serie, starting from January 1992 until April 2022.
In order to have complete information about the portfolio, please refer to the Burton Malkiel Mid-Fifties Portfolio: ETF allocation and returns page.
Rolling Returns
Burton Malkiel Mid-Fifties Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
10.22 |
55.26 Mar 2009 - Feb 2010 |
-39.51 Mar 2008 - Feb 2009 |
18.13% |
2 Years |
9.48 |
36.93 Mar 2009 - Feb 2011 |
-22.12 Mar 2007 - Feb 2009 |
10.56% |
3 Years |
9.16 |
24.79 Mar 2009 - Feb 2012 |
-11.17 Mar 2006 - Feb 2009 |
10.03% |
4 Years |
9.07 |
21.06 Feb 2003 - Jan 2007 |
-4.98 Mar 2005 - Feb 2009 |
1.89% |
5 Years |
8.98 |
19.21 Mar 2009 - Feb 2014 |
-1.65 Mar 2004 - Feb 2009 |
0.66% |
6 Years |
8.80 |
17.66 Mar 2009 - Feb 2015 |
3.64 Oct 2005 - Sep 2011 |
0.00% |
7 Years |
8.67 |
14.28 Jan 1993 - Dec 1999 |
2.16 Mar 2002 - Feb 2009 |
0.00% |
8 Years |
8.64 |
14.08 Mar 2009 - Feb 2017 |
2.14 Mar 2001 - Feb 2009 |
0.00% |
9 Years |
8.57 |
13.88 Mar 2009 - Feb 2018 |
1.99 Mar 2000 - Feb 2009 |
0.00% |
10 Years |
8.54 |
12.73 Mar 2009 - Feb 2019 |
3.48 Mar 1999 - Feb 2009 |
0.00% |
11 Years |
8.56 |
12.08 Mar 2009 - Feb 2020 |
3.15 Mar 1998 - Feb 2009 |
0.00% |
12 Years |
8.60 |
12.78 Mar 2009 - Feb 2021 |
4.16 Mar 1997 - Feb 2009 |
0.00% |
13 Years |
8.53 |
12.25 Mar 2009 - Feb 2022 |
4.74 Apr 2007 - Mar 2020 |
0.00% |
14 Years |
8.42 |
11.95 Jan 1993 - Dec 2006 |
5.45 Apr 2006 - Mar 2020 |
0.00% |
15 Years |
8.44 |
12.28 Nov 1992 - Oct 2007 |
5.74 Mar 1994 - Feb 2009 |
0.00% |
16 Years |
8.41 |
11.15 May 1992 - Apr 2008 |
6.59 Apr 2004 - Mar 2020 |
0.00% |
17 Years |
8.44 |
9.65 Feb 2003 - Jan 2020 |
6.86 Mar 1992 - Feb 2009 |
0.00% |
18 Years |
8.56 |
10.02 Apr 2003 - Mar 2021 |
7.02 Mar 1998 - Feb 2016 |
0.00% |
19 Years |
8.59 |
10.04 Jan 2003 - Dec 2021 |
6.87 Jan 2000 - Dec 2018 |
0.00% |
20 Years |
8.52 |
9.71 Mar 1995 - Feb 2015 |
6.51 Apr 2000 - Mar 2020 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.22% |
+55.26% Mar 2009 - Feb 2010 |
-39.51% Mar 2008 - Feb 2009 |
18.13% 64 out of 353 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.48% |
+36.93% Mar 2009 - Feb 2011 |
-22.12% Mar 2007 - Feb 2009 |
10.56% 36 out of 341 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.16% |
+24.79% Mar 2009 - Feb 2012 |
-11.17% Mar 2006 - Feb 2009 |
10.03% 33 out of 329 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.07% |
+21.06% Feb 2003 - Jan 2007 |
-4.98% Mar 2005 - Feb 2009 |
1.89% 6 out of 317 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.98% |
+19.21% Mar 2009 - Feb 2014 |
-1.65% Mar 2004 - Feb 2009 |
0.66% 2 out of 305 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.80% |
+17.66% Mar 2009 - Feb 2015 |
+3.64% Oct 2005 - Sep 2011 |
0.00% 0 out of 293 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.67% |
+14.28% Jan 1993 - Dec 1999 |
+2.16% Mar 2002 - Feb 2009 |
0.00% 0 out of 281 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.64% |
+14.08% Mar 2009 - Feb 2017 |
+2.14% Mar 2001 - Feb 2009 |
0.00% 0 out of 269 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.57% |
+13.88% Mar 2009 - Feb 2018 |
+1.99% Mar 2000 - Feb 2009 |
0.00% 0 out of 257 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.54% |
+12.73% Mar 2009 - Feb 2019 |
+3.48% Mar 1999 - Feb 2009 |
0.00% 0 out of 245 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.56% |
+12.08% Mar 2009 - Feb 2020 |
+3.15% Mar 1998 - Feb 2009 |
0.00% 0 out of 233 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.60% |
+12.78% Mar 2009 - Feb 2021 |
+4.16% Mar 1997 - Feb 2009 |
0.00% 0 out of 221 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.53% |
+12.25% Mar 2009 - Feb 2022 |
+4.74% Apr 2007 - Mar 2020 |
0.00% 0 out of 209 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.42% |
+11.95% Jan 1993 - Dec 2006 |
+5.45% Apr 2006 - Mar 2020 |
0.00% 0 out of 197 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.44% |
+12.28% Nov 1992 - Oct 2007 |
+5.74% Mar 1994 - Feb 2009 |
0.00% 0 out of 185 |
Annualized Rolling Returns - 16 Years (192 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.41% |
+11.15% May 1992 - Apr 2008 |
+6.59% Apr 2004 - Mar 2020 |
0.00% 0 out of 173 |
Annualized Rolling Returns - 17 Years (204 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.44% |
+9.65% Feb 2003 - Jan 2020 |
+6.86% Mar 1992 - Feb 2009 |
0.00% 0 out of 161 |
Annualized Rolling Returns - 18 Years (216 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.56% |
+10.02% Apr 2003 - Mar 2021 |
+7.02% Mar 1998 - Feb 2016 |
0.00% 0 out of 149 |
Annualized Rolling Returns - 19 Years (228 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.59% |
+10.04% Jan 2003 - Dec 2021 |
+6.87% Jan 2000 - Dec 2018 |
0.00% 0 out of 137 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.52% |
+9.71% Mar 1995 - Feb 2015 |
+6.51% Apr 2000 - Mar 2020 |
0.00% 0 out of 125 |
In order to have complete information about the portfolio, please refer to the Burton Malkiel Mid-Fifties Portfolio: ETF allocation and returns page.