Last Update: 31 July 2022
Implementing the Emerging Markets Stocks Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all 13 years rolling periods, you would have obtained a positive returns 100.00% of times
Considering all 10 years rolling periods, you would have obtained a positive returns 99.35% of times
All the returns are calculated over the available historical serie, starting from March 1987 until July 2022.
In order to have complete information about the portfolio, please refer to the Emerging Markets Stocks Portfolio: ETF allocation and returns page.
Rolling Returns
Emerging Markets Stocks Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
13.62 |
111.70 Jan 1991 - Dec 1991 |
-54.34 Dec 2007 - Nov 2008 |
35.02% |
2 Years |
12.04 |
64.67 Jan 1988 - Dec 1989 |
-25.90 Sep 1996 - Aug 1998 |
34.33% |
3 Years |
11.20 |
60.25 Jan 1989 - Dec 1991 |
-15.31 Sep 1995 - Aug 1998 |
26.15% |
4 Years |
10.78 |
54.04 Jan 1988 - Dec 1991 |
-15.90 Sep 1994 - Aug 1998 |
21.69% |
5 Years |
10.36 |
49.02 Jan 1989 - Dec 1993 |
-10.37 Feb 1994 - Jan 1999 |
21.31% |
6 Years |
9.79 |
46.91 Jan 1988 - Dec 1993 |
-7.23 Mar 1997 - Feb 2003 |
20.34% |
7 Years |
9.18 |
36.13 Nov 1987 - Oct 1994 |
-6.71 Oct 1994 - Sep 2001 |
13.16% |
8 Years |
8.82 |
29.83 Jan 1988 - Dec 1995 |
-5.29 Oct 1994 - Sep 2002 |
12.12% |
9 Years |
8.65 |
28.19 Jan 1988 - Dec 1996 |
-5.04 Feb 1994 - Jan 2003 |
10.06% |
10 Years |
8.47 |
22.76 Jan 1988 - Dec 1997 |
-0.12 Apr 1993 - Mar 2003 |
0.65% |
11 Years |
8.39 |
20.13 Jan 1989 - Dec 1999 |
-1.21 Nov 2007 - Oct 2018 |
1.02% |
12 Years |
8.56 |
21.44 Jan 1988 - Dec 1999 |
-0.34 Jun 2008 - May 2020 |
1.42% |
13 Years |
8.62 |
16.71 Jan 1988 - Dec 2000 |
0.37 Nov 2007 - Oct 2020 |
0.00% |
14 Years |
8.62 |
15.19 Jan 1988 - Dec 2001 |
0.84 Jun 2008 - May 2022 |
0.00% |
15 Years |
8.93 |
14.74 Oct 1990 - Sep 2005 |
1.38 Aug 2007 - Jul 2022 |
0.00% |
16 Years |
9.21 |
15.87 Jan 1988 - Dec 2003 |
3.16 May 2006 - Apr 2022 |
0.00% |
17 Years |
9.40 |
16.89 Oct 1990 - Sep 2007 |
4.65 Aug 2005 - Jul 2022 |
0.00% |
18 Years |
9.44 |
17.25 May 1988 - Apr 2006 |
5.06 Oct 1997 - Sep 2015 |
0.00% |
19 Years |
9.35 |
18.56 Nov 1988 - Oct 2007 |
4.09 Mar 1997 - Feb 2016 |
0.00% |
20 Years |
9.08 |
18.64 Jan 1988 - Dec 2007 |
4.57 Feb 1994 - Jan 2014 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+13.62% |
+111.70% Jan 1991 - Dec 1991 |
-54.34% Dec 2007 - Nov 2008 |
35.02% 145 out of 414 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+12.04% |
+64.67% Jan 1988 - Dec 1989 |
-25.90% Sep 1996 - Aug 1998 |
34.33% 138 out of 402 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.20% |
+60.25% Jan 1989 - Dec 1991 |
-15.31% Sep 1995 - Aug 1998 |
26.15% 102 out of 390 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.78% |
+54.04% Jan 1988 - Dec 1991 |
-15.90% Sep 1994 - Aug 1998 |
21.69% 82 out of 378 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.36% |
+49.02% Jan 1989 - Dec 1993 |
-10.37% Feb 1994 - Jan 1999 |
21.31% 78 out of 366 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.79% |
+46.91% Jan 1988 - Dec 1993 |
-7.23% Mar 1997 - Feb 2003 |
20.34% 72 out of 354 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.18% |
+36.13% Nov 1987 - Oct 1994 |
-6.71% Oct 1994 - Sep 2001 |
13.16% 45 out of 342 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.82% |
+29.83% Jan 1988 - Dec 1995 |
-5.29% Oct 1994 - Sep 2002 |
12.12% 40 out of 330 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.65% |
+28.19% Jan 1988 - Dec 1996 |
-5.04% Feb 1994 - Jan 2003 |
10.06% 32 out of 318 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.47% |
+22.76% Jan 1988 - Dec 1997 |
-0.12% Apr 1993 - Mar 2003 |
0.65% 2 out of 306 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.39% |
+20.13% Jan 1989 - Dec 1999 |
-1.21% Nov 2007 - Oct 2018 |
1.02% 3 out of 294 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.56% |
+21.44% Jan 1988 - Dec 1999 |
-0.34% Jun 2008 - May 2020 |
1.42% 4 out of 282 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.62% |
+16.71% Jan 1988 - Dec 2000 |
+0.37% Nov 2007 - Oct 2020 |
0.00% 0 out of 270 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.62% |
+15.19% Jan 1988 - Dec 2001 |
+0.84% Jun 2008 - May 2022 |
0.00% 0 out of 258 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.93% |
+14.74% Oct 1990 - Sep 2005 |
+1.38% Aug 2007 - Jul 2022 |
0.00% 0 out of 246 |
Annualized Rolling Returns - 16 Years (192 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.21% |
+15.87% Jan 1988 - Dec 2003 |
+3.16% May 2006 - Apr 2022 |
0.00% 0 out of 234 |
Annualized Rolling Returns - 17 Years (204 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.40% |
+16.89% Oct 1990 - Sep 2007 |
+4.65% Aug 2005 - Jul 2022 |
0.00% 0 out of 222 |
Annualized Rolling Returns - 18 Years (216 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.44% |
+17.25% May 1988 - Apr 2006 |
+5.06% Oct 1997 - Sep 2015 |
0.00% 0 out of 210 |
Annualized Rolling Returns - 19 Years (228 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.35% |
+18.56% Nov 1988 - Oct 2007 |
+4.09% Mar 1997 - Feb 2016 |
0.00% 0 out of 198 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.08% |
+18.64% Jan 1988 - Dec 2007 |
+4.57% Feb 1994 - Jan 2014 |
0.00% 0 out of 186 |
In order to have complete information about the portfolio, please refer to the Emerging Markets Stocks Portfolio: ETF allocation and returns page.