Robert Shiller Cape US Sector Value Portfolio: Rolling Returns

Last Update: 31 July 2022

Implementing the Robert Shiller Cape US Sector Value Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 2 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 1 year rolling periods, you would have obtained a positive returns 92.45% of times

All the returns are calculated over the available historical serie, starting from November 2012 until July 2022.

In order to have complete information about the portfolio, please refer to the Robert Shiller Cape US Sector Value Portfolio: ETF allocation and returns page.

Rolling Returns

Robert Shiller Cape US Sector Value Portfolio: annualized rolling and average returns

Annualized Rolling Returns - 1 Year (12 months)

Annualized Rolling Returns - 2 Years (24 months)

Annualized Rolling Returns - 3 Years (36 months)

Annualized Rolling Returns - 4 Years (48 months)

Annualized Rolling Returns - 5 Years (60 months)

Annualized Rolling Returns - 6 Years (72 months)

Annualized Rolling Returns - 7 Years (84 months)

Annualized Rolling Returns - 8 Years (96 months)

Annualized Rolling Returns - 9 Years (108 months)

In order to have complete information about the portfolio, please refer to the Robert Shiller Cape US Sector Value Portfolio: ETF allocation and returns page.