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

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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 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
+10.22% +55.26%
Mar 2009 - Feb 2010
-39.51%
Mar 2008 - Feb 2009
18.13%
64 out of 353
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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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
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 16 Years (192 months)

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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
16 Years Annualized Rolling Returns over time
16 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 17 Years (204 months)

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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
17 Years Annualized Rolling Returns over time
17 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 18 Years (216 months)

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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
18 Years Annualized Rolling Returns over time
18 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 19 Years (228 months)

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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
19 Years Annualized Rolling Returns over time
19 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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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
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Burton Malkiel Mid-Fifties Portfolio: ETF allocation and returns page.

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