Last Update: 31 August 2021

Implementing the European Stocks Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 12 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 6 years rolling periods, you would have obtained a positive returns 92.72% of times

All the returns are calculated over the available historical serie, starting from January 1986 until August 2021.

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

Rolling Returns

European Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.98% +58.54%
Mar 2009 - Feb 2010
-52.96%
Mar 2008 - Feb 2009
30.94%
2 Years
+8.52% +38.87%
Mar 2009 - Feb 2011
-30.58%
Mar 2007 - Feb 2009
21.98%
3 Years
+8.19% +30.55%
Apr 2003 - Mar 2006
-18.37%
Apr 2000 - Mar 2003
21.12%
4 Years
+8.08% +29.29%
Apr 2003 - Mar 2007
-10.93%
Oct 2007 - Sep 2011
18.90%
5 Years
+7.87% +25.37%
Oct 2002 - Sep 2007
-8.13%
Jun 2007 - May 2012
13.82%
6 Years
+7.74% +20.90%
Jan 1993 - Dec 1998
-2.77%
Jul 2007 - Jun 2013
7.28%
7 Years
+7.73% +20.28%
Jan 1993 - Dec 1999
-1.10%
Nov 2007 - Oct 2014
1.16%
8 Years
+7.82% +17.53%
Apr 1992 - Mar 2000
-2.09%
Mar 2001 - Feb 2009
4.50%
9 Years
+7.80% +16.60%
Jun 1989 - May 1998
-3.54%
Mar 2000 - Feb 2009
5.92%
10 Years
+7.72% +16.50%
Aug 1988 - Jul 1998
-1.57%
Mar 1999 - Feb 2009
1.29%
11 Years
+7.70% +15.57%
Feb 1988 - Jan 1999
-0.49%
Mar 1998 - Feb 2009
0.67%
12 Years
+7.59% +15.66%
Jun 1986 - May 1998
+0.15%
Apr 2008 - Mar 2020
0.00%
13 Years
+7.35% +16.37%
Jan 1986 - Dec 1998
+0.15%
Apr 2007 - Mar 2020
0.00%
14 Years
+7.33% +16.39%
Jan 1986 - Dec 1999
+1.78%
Apr 2006 - Mar 2020
0.00%
15 Years
+7.31% +14.56%
Jan 1986 - Dec 2000
+2.90%
Apr 2005 - Mar 2020
0.00%
16 Years
+7.33% +12.59%
Jul 1991 - Jun 2007
+2.35%
Mar 2000 - Feb 2016
0.00%
17 Years
+7.40% +12.22%
Oct 1990 - Sep 2007
+2.60%
Jan 2000 - Dec 2016
0.00%
18 Years
+7.46% +12.11%
Jun 1989 - May 2007
+3.20%
Jul 1998 - Jun 2016
0.00%
19 Years
+7.37% +12.23%
Oct 1988 - Sep 2007
+2.74%
Jan 2000 - Dec 2018
0.00%
20 Years
+7.32% +12.20%
Dec 1987 - Nov 2007
+2.21%
Apr 2000 - Mar 2020
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
+9.98% +58.54%
Mar 2009 - Feb 2010
-52.96%
Mar 2008 - Feb 2009
30.94%
129 out of 417

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.52% +38.87%
Mar 2009 - Feb 2011
-30.58%
Mar 2007 - Feb 2009
21.98%
89 out of 405

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.19% +30.55%
Apr 2003 - Mar 2006
-18.37%
Apr 2000 - Mar 2003
21.12%
83 out of 393

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.08% +29.29%
Apr 2003 - Mar 2007
-10.93%
Oct 2007 - Sep 2011
18.90%
72 out of 381

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.87% +25.37%
Oct 2002 - Sep 2007
-8.13%
Jun 2007 - May 2012
13.82%
51 out of 369

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.74% +20.90%
Jan 1993 - Dec 1998
-2.77%
Jul 2007 - Jun 2013
7.28%
26 out of 357

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.73% +20.28%
Jan 1993 - Dec 1999
-1.10%
Nov 2007 - Oct 2014
1.16%
4 out of 345

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.82% +17.53%
Apr 1992 - Mar 2000
-2.09%
Mar 2001 - Feb 2009
4.50%
15 out of 333

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.80% +16.60%
Jun 1989 - May 1998
-3.54%
Mar 2000 - Feb 2009
5.92%
19 out of 321

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.72% +16.50%
Aug 1988 - Jul 1998
-1.57%
Mar 1999 - Feb 2009
1.29%
4 out of 309

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.70% +15.57%
Feb 1988 - Jan 1999
-0.49%
Mar 1998 - Feb 2009
0.67%
2 out of 297

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.59% +15.66%
Jun 1986 - May 1998
+0.15%
Apr 2008 - Mar 2020
0.00%
0 out of 285

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.35% +16.37%
Jan 1986 - Dec 1998
+0.15%
Apr 2007 - Mar 2020
0.00%
0 out of 273

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.33% +16.39%
Jan 1986 - Dec 1999
+1.78%
Apr 2006 - Mar 2020
0.00%
0 out of 261

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.31% +14.56%
Jan 1986 - Dec 2000
+2.90%
Apr 2005 - Mar 2020
0.00%
0 out of 249

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.33% +12.59%
Jul 1991 - Jun 2007
+2.35%
Mar 2000 - Feb 2016
0.00%
0 out of 237

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.40% +12.22%
Oct 1990 - Sep 2007
+2.60%
Jan 2000 - Dec 2016
0.00%
0 out of 225

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.46% +12.11%
Jun 1989 - May 2007
+3.20%
Jul 1998 - Jun 2016
0.00%
0 out of 213

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.37% +12.23%
Oct 1988 - Sep 2007
+2.74%
Jan 2000 - Dec 2018
0.00%
0 out of 201

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.32% +12.20%
Dec 1987 - Nov 2007
+2.21%
Apr 2000 - Mar 2020
0.00%
0 out of 189

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

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