Harry Browne Permanent Portfolio To GBP Hedged: Rolling Returns

Simulation Settings
Period: January 1950 - March 2026 (~76 years)
Initial Amount: 1£
Rebalancing: at every Jan 1st
Currency: GBP
Inflation: UK
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When holding the Harry Browne Permanent Portfolio To GBP Hedged, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~76 years), the longest duration with a negative return was 67 months (from September 2020 to March 2026). This negative serie is not closed yet.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

HARRY BROWNE PERMANENT PORTFOLIO TO GBP HEDGED
Previous vs Next Returns - 10 Years annualized
Time Period: 1 April 1996 - 31 March 2026 (30 Years)
Time Period: 1 January 1950 - 31 March 2026 (~76 years)
30 Years
(1996/04 - 2026/03)
All Data
(1950/01 - 2026/03)

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As of Mar 31, 2026, the annualized return of the previous 10 years has been 3.00%.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

HARRY BROWNE PERMANENT PORTFOLIO TO GBP HEDGED
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 April 1996 - 31 March 2026 (30 Years)
Time Period: 1 January 1950 - 31 March 2026 (~76 years)
30 Years
(1996/04 - 2026/03)
All Data
(1950/01 - 2026/03)
UK Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

HARRY BROWNE PERMANENT PORTFOLIO TO GBP HEDGED
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1950 - 31 March 2026 (~76 years)
Over Time
Histogram
UK Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-15.80%
Nov 2021 - Oct 2022
+8.19% +48.55%
Feb 1979 - Jan 1980
10.95%
99 out of 904
-24.18%
Nov 2021 - Oct 2022
+4.21% +32.00%
Jul 1982 - Jun 1983
28.32%
256 out of 904
-5.90%
Nov 2021 - Oct 2023
+8.21% +33.17%
Dec 1978 - Nov 1980
4.37%
39 out of 892
-14.41%
Jul 1980 - Jun 1982
+4.13% +20.94%
Mar 1985 - Feb 1987
20.63%
184 out of 892
-2.56%
Oct 2020 - Sep 2023
+7.95% +24.67%
Dec 1977 - Nov 1980
0.80%
7 out of 880
-8.57%
Oct 2020 - Sep 2023
+3.92% +16.99%
Aug 1984 - Jul 1987
17.27%
152 out of 880
-0.46%
Apr 2022 - Mar 2026
+7.77% +22.89%
Sep 1976 - Aug 1980
0.12%
1 out of 868
-6.34%
Jul 1973 - Jun 1977
+3.67% +13.56%
Jul 1982 - Jun 1986
15.78%
137 out of 868
+0.70%
Feb 2021 - Jan 2026
+8.09% +20.76%
Oct 1975 - Sep 1980
0.00%
0 out of 856
-4.77%
Jul 1973 - Jun 1978
+3.73% +13.10%
Jul 1982 - Jun 1987
10.05%
86 out of 856
+1.86%
Oct 2016 - Sep 2022
+8.28% +20.43%
Oct 1974 - Sep 1980
0.00%
0 out of 844
-2.40%
Jul 1973 - Jun 1979
+3.83% +10.51%
Jul 1982 - Jun 1988
9.48%
80 out of 844
+2.20%
Oct 2016 - Sep 2023
+7.96% +18.61%
Feb 1973 - Jan 1980
0.00%
0 out of 832
-1.96%
Apr 1975 - Mar 1982
+4.01% +9.79%
Aug 1982 - Jul 1989
8.17%
68 out of 832
+2.59%
Nov 2014 - Oct 2022
+8.10% +18.43%
Feb 1972 - Jan 1980
0.00%
0 out of 820
-3.29%
Apr 1974 - Mar 1982
+3.79% +8.88%
Jul 1982 - Jun 1990
6.83%
56 out of 820
+2.87%
Nov 2013 - Oct 2022
+8.17% +18.19%
Dec 1971 - Nov 1980
0.00%
0 out of 808
-3.12%
Jul 1973 - Jun 1982
+3.80% +9.14%
Aug 1984 - Jul 1993
6.93%
56 out of 808
+2.36%
Oct 2012 - Sep 2022
+8.23% +18.28%
Jul 1970 - Jun 1980
0.00%
0 out of 796
-1.50%
Jul 1972 - Jun 1982
+3.83% +8.49%
Aug 1982 - Jul 1992
5.90%
47 out of 796
+2.53%
Oct 2012 - Sep 2023
+8.46% +16.37%
Dec 1969 - Nov 1980
0.00%
0 out of 784
-1.02%
Jul 1973 - Jun 1984
+4.07% +8.82%
Jul 1982 - Jun 1993
4.21%
33 out of 784
+2.94%
Nov 2011 - Oct 2023
+8.44% +15.32%
Jan 1971 - Dec 1982
0.00%
0 out of 772
-0.18%
Nov 1965 - Oct 1977
+4.07% +8.09%
Jul 1982 - Jun 1994
2.33%
18 out of 772
+2.95%
Apr 2013 - Mar 2026
+8.52% +15.52%
Jul 1970 - Jun 1983
0.00%
0 out of 760
-0.67%
Jun 1969 - May 1982
+4.01% +8.20%
Jul 1982 - Jun 1995
1.97%
15 out of 760
+3.04%
Apr 2012 - Mar 2026
+8.50% +14.72%
Apr 1972 - Mar 1986
0.00%
0 out of 748
-0.83%
Jul 1968 - Jun 1982
+4.11% +8.08%
Jul 1982 - Jun 1996
1.07%
8 out of 748
+3.67%
Apr 2011 - Mar 2026
+8.59% +14.97%
Sep 1971 - Aug 1986
0.00%
0 out of 736
-0.33%
Jul 1967 - Jun 1982
+4.17% +7.99%
Aug 1982 - Jul 1997
0.68%
5 out of 736
+4.25%
Apr 2010 - Mar 2026
+8.74% +15.10%
Sep 1970 - Aug 1986
0.00%
0 out of 724
-0.12%
Apr 1966 - Mar 1982
+4.42% +8.07%
Jul 1982 - Jun 1998
0.41%
3 out of 724
+4.85%
Apr 2009 - Mar 2026
+8.90% +15.14%
Jul 1970 - Jun 1987
0.00%
0 out of 712
-0.12%
Jul 1965 - Jun 1982
+4.28% +7.74%
Jul 1982 - Jun 1999
0.56%
4 out of 712
+4.41%
Apr 2008 - Mar 2026
+8.94% +14.40%
Jul 1970 - Jun 1988
0.00%
0 out of 700
-0.07%
Jul 1964 - Jun 1982
+4.12% +7.70%
Jul 1982 - Jun 2000
0.14%
1 out of 700
+4.85%
Apr 2007 - Mar 2026
+9.05% +14.25%
Aug 1970 - Jul 1989
0.00%
0 out of 688
+0.14%
Jul 1963 - Jun 1982
+4.23% +7.18%
Mar 1985 - Feb 2004
0.00%
0 out of 688
+5.02%
Apr 2006 - Mar 2026
+9.21% +14.00%
Jul 1970 - Jun 1990
0.00%
0 out of 676
+0.29%
Apr 1962 - Mar 1982
+3.97% +7.19%
Mar 1985 - Feb 2005
0.00%
0 out of 676
+5.94%
Nov 1998 - Oct 2023
+9.85% +13.44%
Jul 1970 - Jun 1995
0.00%
0 out of 616
+1.06%
Jul 1957 - Jun 1982
+4.28% +7.26%
Jul 1982 - Jun 2007
0.00%
0 out of 616
+5.96%
Apr 1996 - Mar 2026
+10.25% +12.53%
Jul 1970 - Jun 2000
0.00%
0 out of 556
+1.43%
Jul 1952 - Jun 1982
+4.26% +7.19%
Jul 1982 - Jun 2012
0.00%
0 out of 556
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