Last Update: 31 August 2021

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 9 years rolling periods, you would have obtained a positive returns 92.02% of times

All the returns are calculated over the available historical serie, starting from January 1995 until August 2021.

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.78% +86.53%
Mar 2009 - Feb 2010
-54.34%
Dec 2007 - Nov 2008
36.25%
2 Years
+7.37% +49.17%
Mar 2003 - Feb 2005
-25.91%
Sep 1996 - Aug 1998
41.75%
3 Years
+6.70% +45.77%
Apr 2003 - Mar 2006
-15.31%
Sep 1995 - Aug 1998
33.68%
4 Years
+7.04% +38.66%
Apr 2003 - Mar 2007
-11.74%
Oct 1997 - Sep 2001
24.54%
5 Years
+7.16% +38.98%
Nov 2002 - Oct 2007
-8.82%
Aug 1997 - Jul 2002
23.37%
6 Years
+7.01% +32.69%
Nov 2001 - Oct 2007
-7.23%
Mar 1997 - Feb 2003
25.70%
7 Years
+7.30% +23.59%
Dec 2000 - Nov 2007
-4.75%
Apr 1996 - Mar 2003
13.08%
8 Years
+7.67% +22.17%
Apr 2003 - Mar 2011
-3.81%
Nov 2007 - Oct 2015
10.67%
9 Years
+8.02% +21.10%
Oct 1998 - Sep 2007
-2.47%
Nov 2007 - Oct 2016
7.98%
10 Years
+8.16% +17.56%
Sep 1998 - Aug 2008
-0.03%
Apr 2010 - Mar 2020
0.50%
11 Years
+8.31% +15.26%
Oct 2001 - Sep 2012
-1.21%
Nov 2007 - Oct 2018
1.59%
12 Years
+8.28% +15.00%
Oct 1998 - Sep 2010
-0.34%
Jun 2008 - May 2020
2.26%
13 Years
+7.94% +14.31%
Sep 1998 - Aug 2011
+0.37%
Nov 2007 - Oct 2020
0.00%
14 Years
+8.02% +12.71%
Sep 1998 - Aug 2012
+2.24%
Apr 2006 - Mar 2020
0.00%
15 Years
+8.24% +12.28%
Apr 2003 - Mar 2018
+4.79%
Apr 2005 - Mar 2020
0.00%
16 Years
+8.22% +12.25%
Sep 1998 - Aug 2014
+4.87%
Mar 2000 - Feb 2016
0.00%
17 Years
+8.03% +10.64%
Oct 2001 - Sep 2018
+5.49%
Jan 2000 - Dec 2016
0.00%
18 Years
+7.81% +11.15%
Apr 2003 - Mar 2021
+5.06%
Oct 1997 - Sep 2015
0.00%
19 Years
+7.36% +10.54%
Sep 1998 - Aug 2017
+4.09%
Mar 1997 - Feb 2016
0.00%
20 Years
+6.94% +9.90%
Sep 1998 - Aug 2018
+4.60%
Feb 1996 - Jan 2016
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
+9.78% +86.53%
Mar 2009 - Feb 2010
-54.34%
Dec 2007 - Nov 2008
36.25%
112 out of 309

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.37% +49.17%
Mar 2003 - Feb 2005
-25.91%
Sep 1996 - Aug 1998
41.75%
124 out of 297

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.70% +45.77%
Apr 2003 - Mar 2006
-15.31%
Sep 1995 - Aug 1998
33.68%
96 out of 285

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.04% +38.66%
Apr 2003 - Mar 2007
-11.74%
Oct 1997 - Sep 2001
24.54%
67 out of 273

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.16% +38.98%
Nov 2002 - Oct 2007
-8.82%
Aug 1997 - Jul 2002
23.37%
61 out of 261

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.01% +32.69%
Nov 2001 - Oct 2007
-7.23%
Mar 1997 - Feb 2003
25.70%
64 out of 249

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.30% +23.59%
Dec 2000 - Nov 2007
-4.75%
Apr 1996 - Mar 2003
13.08%
31 out of 237

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.67% +22.17%
Apr 2003 - Mar 2011
-3.81%
Nov 2007 - Oct 2015
10.67%
24 out of 225

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.02% +21.10%
Oct 1998 - Sep 2007
-2.47%
Nov 2007 - Oct 2016
7.98%
17 out of 213

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.16% +17.56%
Sep 1998 - Aug 2008
-0.03%
Apr 2010 - Mar 2020
0.50%
1 out of 201

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.31% +15.26%
Oct 2001 - Sep 2012
-1.21%
Nov 2007 - Oct 2018
1.59%
3 out of 189

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.28% +15.00%
Oct 1998 - Sep 2010
-0.34%
Jun 2008 - May 2020
2.26%
4 out of 177

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.94% +14.31%
Sep 1998 - Aug 2011
+0.37%
Nov 2007 - Oct 2020
0.00%
0 out of 165

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.02% +12.71%
Sep 1998 - Aug 2012
+2.24%
Apr 2006 - Mar 2020
0.00%
0 out of 153

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.24% +12.28%
Apr 2003 - Mar 2018
+4.79%
Apr 2005 - Mar 2020
0.00%
0 out of 141

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.22% +12.25%
Sep 1998 - Aug 2014
+4.87%
Mar 2000 - Feb 2016
0.00%
0 out of 129

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.03% +10.64%
Oct 2001 - Sep 2018
+5.49%
Jan 2000 - Dec 2016
0.00%
0 out of 117

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.81% +11.15%
Apr 2003 - Mar 2021
+5.06%
Oct 1997 - Sep 2015
0.00%
0 out of 105

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.36% +10.54%
Sep 1998 - Aug 2017
+4.09%
Mar 1997 - Feb 2016
0.00%
0 out of 93

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.94% +9.90%
Sep 1998 - Aug 2018
+4.60%
Feb 1996 - Jan 2016
0.00%
0 out of 81

In order to have complete information about the portfolio, please refer to the Emerging Markets Stocks Portfolio: ETF allocation and returns page.

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