Last Update: 31 March 2023
Implementing the Frank Armstrong Ideal Index Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all 6 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 90.42% of times
All the returns are calculated over the available historical serie, starting from January 1970 until March 2023.
In order to have complete information about the portfolio, please refer to the Frank Armstrong Ideal Index Portfolio: ETF allocation and returns page.
Rolling Returns
Frank Armstrong Ideal Index Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
10.13 |
48.42 Jul 1982 - Jun 1983 |
-34.14 Mar 2008 - Feb 2009 |
19.75% |
2 Years |
9.86 |
35.19 May 1985 - Apr 1987 |
-18.86 Mar 2007 - Feb 2009 |
9.58% |
3 Years |
9.67 |
32.10 Aug 1984 - Jul 1987 |
-9.11 Mar 2006 - Feb 2009 |
7.45% |
4 Years |
9.65 |
27.58 Aug 1982 - Jul 1986 |
-4.10 Mar 2005 - Feb 2009 |
1.18% |
5 Years |
9.75 |
27.40 Aug 1982 - Jul 1987 |
-1.14 Mar 2004 - Feb 2009 |
0.69% |
6 Years |
9.83 |
23.04 Oct 1981 - Sep 1987 |
2.26 Apr 2014 - Mar 2020 |
0.00% |
7 Years |
9.87 |
22.08 Aug 1982 - Jul 1989 |
2.11 Mar 2002 - Feb 2009 |
0.00% |
8 Years |
9.91 |
19.99 Jun 1979 - May 1987 |
1.49 Mar 2001 - Feb 2009 |
0.00% |
9 Years |
9.96 |
19.82 Apr 1978 - Mar 1987 |
1.41 Mar 2000 - Feb 2009 |
0.00% |
10 Years |
9.99 |
19.33 Sep 1977 - Aug 1987 |
2.74 Mar 1999 - Feb 2009 |
0.00% |
11 Years |
9.99 |
18.62 Sep 1976 - Aug 1987 |
2.53 Mar 1998 - Feb 2009 |
0.00% |
12 Years |
9.99 |
18.65 Oct 1974 - Sep 1986 |
3.66 Mar 1997 - Feb 2009 |
0.00% |
13 Years |
10.02 |
19.28 Oct 1974 - Sep 1987 |
3.50 Apr 2007 - Mar 2020 |
0.00% |
14 Years |
9.99 |
17.75 Oct 1974 - Sep 1988 |
4.14 Apr 2006 - Mar 2020 |
0.00% |
15 Years |
9.98 |
17.85 Oct 1974 - Sep 1989 |
3.92 Oct 2007 - Sep 2022 |
0.00% |
20 Years |
9.85 |
14.99 Oct 1974 - Sep 1994 |
5.01 Apr 2000 - Mar 2020 |
0.00% |
30 Years |
9.77 |
12.67 Jan 1975 - Dec 2004 |
6.75 Apr 1990 - Mar 2020 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.13% |
+48.42% Jul 1982 - Jun 1983 |
-34.14% Mar 2008 - Feb 2009 |
19.75% 124 out of 628 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.86% |
+35.19% May 1985 - Apr 1987 |
-18.86% Mar 2007 - Feb 2009 |
9.58% 59 out of 616 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.67% |
+32.10% Aug 1984 - Jul 1987 |
-9.11% Mar 2006 - Feb 2009 |
7.45% 45 out of 604 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.65% |
+27.58% Aug 1982 - Jul 1986 |
-4.10% Mar 2005 - Feb 2009 |
1.18% 7 out of 592 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.75% |
+27.40% Aug 1982 - Jul 1987 |
-1.14% Mar 2004 - Feb 2009 |
0.69% 4 out of 580 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.83% |
+23.04% Oct 1981 - Sep 1987 |
+2.26% Apr 2014 - Mar 2020 |
0.00% 0 out of 568 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.87% |
+22.08% Aug 1982 - Jul 1989 |
+2.11% Mar 2002 - Feb 2009 |
0.00% 0 out of 556 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.91% |
+19.99% Jun 1979 - May 1987 |
+1.49% Mar 2001 - Feb 2009 |
0.00% 0 out of 544 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.96% |
+19.82% Apr 1978 - Mar 1987 |
+1.41% Mar 2000 - Feb 2009 |
0.00% 0 out of 532 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.99% |
+19.33% Sep 1977 - Aug 1987 |
+2.74% Mar 1999 - Feb 2009 |
0.00% 0 out of 520 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.99% |
+18.62% Sep 1976 - Aug 1987 |
+2.53% Mar 1998 - Feb 2009 |
0.00% 0 out of 508 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.99% |
+18.65% Oct 1974 - Sep 1986 |
+3.66% Mar 1997 - Feb 2009 |
0.00% 0 out of 496 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.02% |
+19.28% Oct 1974 - Sep 1987 |
+3.50% Apr 2007 - Mar 2020 |
0.00% 0 out of 484 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.99% |
+17.75% Oct 1974 - Sep 1988 |
+4.14% Apr 2006 - Mar 2020 |
0.00% 0 out of 472 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.98% |
+17.85% Oct 1974 - Sep 1989 |
+3.92% Oct 2007 - Sep 2022 |
0.00% 0 out of 460 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.85% |
+14.99% Oct 1974 - Sep 1994 |
+5.01% Apr 2000 - Mar 2020 |
0.00% 0 out of 400 |
Annualized Rolling Returns - 30 Years (360 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.77% |
+12.67% Jan 1975 - Dec 2004 |
+6.75% Apr 1990 - Mar 2020 |
0.00% 0 out of 280 |
In order to have complete information about the portfolio, please refer to the Frank Armstrong Ideal Index Portfolio: ETF allocation and returns page.