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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.80% +45.82%
Mar 2009 - Feb 2010
-27.71%
Mar 2008 - Feb 2009
12.33%
2 Years
+7.18% +27.87%
Mar 2009 - Feb 2011
-0.13%
Apr 2018 - Mar 2020
0.75%
3 Years
+6.93% +20.25%
Mar 2009 - Feb 2012
+1.42%
Apr 2017 - Mar 2020
0.00%
4 Years
+6.87% +17.20%
Mar 2009 - Feb 2013
+3.23%
Apr 2016 - Mar 2020
0.00%
5 Years
+6.77% +15.13%
Mar 2009 - Feb 2014
+2.67%
Apr 2015 - Mar 2020
0.00%
6 Years
+6.69% +13.69%
Mar 2009 - Feb 2015
+3.17%
Apr 2014 - Mar 2020
0.00%
7 Years
+6.69% +11.17%
Mar 2009 - Feb 2016
+3.68%
Apr 2013 - Mar 2020
0.00%
8 Years
+6.72% +11.27%
Mar 2009 - Feb 2017
+4.35%
Apr 2012 - Mar 2020
0.00%
9 Years
+6.84% +10.55%
Mar 2009 - Feb 2018
+4.56%
Apr 2011 - Mar 2020
0.00%
10 Years
+6.89% +9.82%
Mar 2009 - Feb 2019
+5.09%
Apr 2010 - Mar 2020
0.00%
11 Years
+7.05% +9.53%
Mar 2009 - Feb 2020
+5.17%
Jan 2008 - Dec 2018
0.00%
12 Years
+6.69% +8.75%
Dec 2008 - Nov 2020
+5.00%
Apr 2008 - Mar 2020
0.00%
13 Years
+6.13% +6.20%
Jan 2008 - Dec 2020
+6.06%
Feb 2008 - Jan 2021
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
+6.80% +45.82%
Mar 2009 - Feb 2010
-27.71%
Mar 2008 - Feb 2009
12.33%
18 out of 146

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.18% +27.87%
Mar 2009 - Feb 2011
-0.13%
Apr 2018 - Mar 2020
0.75%
1 out of 134

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.93% +20.25%
Mar 2009 - Feb 2012
+1.42%
Apr 2017 - Mar 2020
0.00%
0 out of 122

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.87% +17.20%
Mar 2009 - Feb 2013
+3.23%
Apr 2016 - Mar 2020
0.00%
0 out of 110

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.77% +15.13%
Mar 2009 - Feb 2014
+2.67%
Apr 2015 - Mar 2020
0.00%
0 out of 98

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.69% +13.69%
Mar 2009 - Feb 2015
+3.17%
Apr 2014 - Mar 2020
0.00%
0 out of 86

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.69% +11.17%
Mar 2009 - Feb 2016
+3.68%
Apr 2013 - Mar 2020
0.00%
0 out of 74

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.72% +11.27%
Mar 2009 - Feb 2017
+4.35%
Apr 2012 - Mar 2020
0.00%
0 out of 62

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.84% +10.55%
Mar 2009 - Feb 2018
+4.56%
Apr 2011 - Mar 2020
0.00%
0 out of 50

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.89% +9.82%
Mar 2009 - Feb 2019
+5.09%
Apr 2010 - Mar 2020
0.00%
0 out of 38

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.05% +9.53%
Mar 2009 - Feb 2020
+5.17%
Jan 2008 - Dec 2018
0.00%
0 out of 26

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.69% +8.75%
Dec 2008 - Nov 2020
+5.00%
Apr 2008 - Mar 2020
0.00%
0 out of 14

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.13% +6.20%
Jan 2008 - Dec 2020
+6.06%
Feb 2008 - Jan 2021
0.00%
0 out of 2

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

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