Dynamic 40/60 Income Portfolio: Rolling Returns

Last Update: 31 January 2021

Implementing the Dynamic 40/60 Income Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 3 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 2 years rolling periods, you would have obtained a positive returns 99.25% of times

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

In order to have complete information about the portfolio, please refer to the Dynamic 40/60 Income Portfolio: ETF allocation and returns page.

Rolling Returns

Dynamic 40/60 Income Portfolio: annualized rolling and average returns

* Annualized rolling and average returns over full calendar month periods

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)

Annualized Rolling Returns - 10 Years (120 months)

Annualized Rolling Returns - 11 Years (132 months)

Annualized Rolling Returns - 12 Years (144 months)

Annualized Rolling Returns - 13 Years (156 months)

In order to have complete information about the portfolio, please refer to the Dynamic 40/60 Income Portfolio: ETF allocation and returns page.