Last Update: 31 July 2022

Implementing the High Yield Bonds Income Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 5 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 95.64% of times

All the returns are calculated over the available historical serie, starting from January 1992 until July 2022.

In order to have complete information about the portfolio, please refer to the High Yield Bonds Income Portfolio: ETF allocation and returns page.

Rolling Returns

High Yield Bonds Income Portfolio: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.81 41.19
Dec 2008 - Nov 2009
-23.97
Nov 2007 - Oct 2008
14.89%
2 Years
7.65 27.64
Nov 2008 - Oct 2010
-10.66
Dec 2006 - Nov 2008
4.36%
3 Years
7.66 20.32
Nov 2008 - Oct 2011
-4.59
Dec 2005 - Nov 2008
2.41%
4 Years
7.65 18.32
Nov 2008 - Oct 2012
-2.26
Nov 2004 - Oct 2008
1.25%
5 Years
7.62 14.58
Nov 2008 - Oct 2013
0.18
Mar 2004 - Feb 2009
0.00%
6 Years
7.56 13.41
Nov 2008 - Oct 2014
1.50
Jul 2016 - Jun 2022
0.00%
7 Years
7.50 11.31
May 1992 - Apr 1999
2.18
Jul 2015 - Jun 2022
0.00%
8 Years
7.53 10.79
Nov 2008 - Oct 2016
1.73
Jul 2014 - Jun 2022
0.00%
9 Years
7.56 11.19
Apr 1995 - Mar 2004
2.59
May 2013 - Apr 2022
0.00%
10 Years
7.61 10.98
Jan 1995 - Dec 2004
2.73
Jul 2012 - Jun 2022
0.00%
11 Years
7.65 10.48
Jan 1995 - Dec 2005
3.45
Jul 2011 - Jun 2022
0.00%
12 Years
7.64 10.57
Apr 1992 - Mar 2004
4.14
Jul 2010 - Jun 2022
0.00%
13 Years
7.60 10.41
Feb 1992 - Jan 2005
5.02
Apr 2007 - Mar 2020
0.00%
14 Years
7.48 10.04
Mar 1992 - Feb 2006
4.73
Jul 2008 - Jun 2022
0.00%
15 Years
7.46 9.90
May 1992 - Apr 2007
4.39
Jul 2007 - Jun 2022
0.00%
16 Years
7.46 9.42
Jan 1992 - Dec 2007
4.70
Jul 2006 - Jun 2022
0.00%
17 Years
7.52 9.23
Mar 1995 - Feb 2012
4.46
Jul 2005 - Jun 2022
0.00%
18 Years
7.61 9.38
Dec 1994 - Nov 2012
4.97
Jul 2004 - Jun 2022
0.00%
19 Years
7.64 9.15
May 1992 - Apr 2011
4.94
Jul 2003 - Jun 2022
0.00%
20 Years
7.63 9.23
Nov 1992 - Oct 2012
5.67
Jul 2002 - Jun 2022
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
+7.81% +41.19%
Dec 2008 - Nov 2009
-23.97%
Nov 2007 - Oct 2008
14.89%
53 out of 356
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.65% +27.64%
Nov 2008 - Oct 2010
-10.66%
Dec 2006 - Nov 2008
4.36%
15 out of 344
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.66% +20.32%
Nov 2008 - Oct 2011
-4.59%
Dec 2005 - Nov 2008
2.41%
8 out of 332
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.65% +18.32%
Nov 2008 - Oct 2012
-2.26%
Nov 2004 - Oct 2008
1.25%
4 out of 320
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.62% +14.58%
Nov 2008 - Oct 2013
+0.18%
Mar 2004 - Feb 2009
0.00%
0 out of 308
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.56% +13.41%
Nov 2008 - Oct 2014
+1.50%
Jul 2016 - Jun 2022
0.00%
0 out of 296
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.50% +11.31%
May 1992 - Apr 1999
+2.18%
Jul 2015 - Jun 2022
0.00%
0 out of 284
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.53% +10.79%
Nov 2008 - Oct 2016
+1.73%
Jul 2014 - Jun 2022
0.00%
0 out of 272
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.56% +11.19%
Apr 1995 - Mar 2004
+2.59%
May 2013 - Apr 2022
0.00%
0 out of 260
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.61% +10.98%
Jan 1995 - Dec 2004
+2.73%
Jul 2012 - Jun 2022
0.00%
0 out of 248
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.65% +10.48%
Jan 1995 - Dec 2005
+3.45%
Jul 2011 - Jun 2022
0.00%
0 out of 236
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.64% +10.57%
Apr 1992 - Mar 2004
+4.14%
Jul 2010 - Jun 2022
0.00%
0 out of 224
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.60% +10.41%
Feb 1992 - Jan 2005
+5.02%
Apr 2007 - Mar 2020
0.00%
0 out of 212
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.48% +10.04%
Mar 1992 - Feb 2006
+4.73%
Jul 2008 - Jun 2022
0.00%
0 out of 200
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.46% +9.90%
May 1992 - Apr 2007
+4.39%
Jul 2007 - Jun 2022
0.00%
0 out of 188
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.46% +9.42%
Jan 1992 - Dec 2007
+4.70%
Jul 2006 - Jun 2022
0.00%
0 out of 176
16 Years Annualized Rolling Returns over time
16 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.52% +9.23%
Mar 1995 - Feb 2012
+4.46%
Jul 2005 - Jun 2022
0.00%
0 out of 164
17 Years Annualized Rolling Returns over time
17 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.61% +9.38%
Dec 1994 - Nov 2012
+4.97%
Jul 2004 - Jun 2022
0.00%
0 out of 152
18 Years Annualized Rolling Returns over time
18 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.64% +9.15%
May 1992 - Apr 2011
+4.94%
Jul 2003 - Jun 2022
0.00%
0 out of 140
19 Years Annualized Rolling Returns over time
19 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.63% +9.23%
Nov 1992 - Oct 2012
+5.67%
Jul 2002 - Jun 2022
0.00%
0 out of 128
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the High Yield Bonds Income Portfolio: ETF allocation and returns page.

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