Last Update: 31 January 2021

Implementing the Paul Boyer Permanent 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 96.55% of times

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

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

Rolling Returns

Paul Boyer Permanent Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.43% +24.82%
Apr 2003 - Mar 2004
-10.29%
Nov 2007 - Oct 2008
13.25%
2 Years
+7.16% +20.38%
Nov 2008 - Oct 2010
-1.58%
Feb 2012 - Jan 2014
3.45%
3 Years
+7.13% +17.66%
Nov 2008 - Oct 2011
-1.60%
Jan 2013 - Dec 2015
2.16%
4 Years
+7.24% +14.28%
Nov 2008 - Oct 2012
-0.41%
Feb 2012 - Jan 2016
0.38%
5 Years
+7.38% +14.45%
Mar 2003 - Feb 2008
+1.23%
Feb 2012 - Jan 2017
0.00%
6 Years
+7.48% +13.03%
Nov 2001 - Oct 2007
+1.39%
Nov 2012 - Oct 2018
0.00%
7 Years
+7.66% +12.55%
Sep 2004 - Aug 2011
+1.86%
Nov 2011 - Oct 2018
0.00%
8 Years
+7.84% +12.63%
May 2003 - Apr 2011
+3.12%
Nov 2010 - Oct 2018
0.00%
9 Years
+8.05% +12.39%
Nov 2002 - Oct 2011
+4.17%
Dec 2009 - Nov 2018
0.00%
10 Years
+8.20% +11.91%
Dec 2001 - Nov 2011
+5.00%
Nov 2010 - Oct 2020
0.00%
11 Years
+8.30% +11.42%
Oct 2001 - Sep 2012
+4.73%
Nov 2007 - Oct 2018
0.00%
12 Years
+8.30% +10.98%
Sep 1999 - Aug 2011
+5.46%
Apr 2008 - Mar 2020
0.00%
13 Years
+8.29% +10.65%
Sep 1998 - Aug 2011
+5.94%
May 2006 - Apr 2019
0.00%
14 Years
+8.29% +10.24%
Sep 1998 - Aug 2012
+6.43%
Apr 2006 - Mar 2020
0.00%
15 Years
+8.29% +9.26%
Dec 1997 - Nov 2012
+6.86%
Jan 2004 - Dec 2018
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
+7.43% +24.82%
Apr 2003 - Mar 2004
-10.29%
Nov 2007 - Oct 2008
13.25%
40 out of 302

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.16% +20.38%
Nov 2008 - Oct 2010
-1.58%
Feb 2012 - Jan 2014
3.45%
10 out of 290

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.13% +17.66%
Nov 2008 - Oct 2011
-1.60%
Jan 2013 - Dec 2015
2.16%
6 out of 278

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.24% +14.28%
Nov 2008 - Oct 2012
-0.41%
Feb 2012 - Jan 2016
0.38%
1 out of 266

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.38% +14.45%
Mar 2003 - Feb 2008
+1.23%
Feb 2012 - Jan 2017
0.00%
0 out of 254

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.48% +13.03%
Nov 2001 - Oct 2007
+1.39%
Nov 2012 - Oct 2018
0.00%
0 out of 242

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.66% +12.55%
Sep 2004 - Aug 2011
+1.86%
Nov 2011 - Oct 2018
0.00%
0 out of 230

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.84% +12.63%
May 2003 - Apr 2011
+3.12%
Nov 2010 - Oct 2018
0.00%
0 out of 218

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.05% +12.39%
Nov 2002 - Oct 2011
+4.17%
Dec 2009 - Nov 2018
0.00%
0 out of 206

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.20% +11.91%
Dec 2001 - Nov 2011
+5.00%
Nov 2010 - Oct 2020
0.00%
0 out of 194

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.30% +11.42%
Oct 2001 - Sep 2012
+4.73%
Nov 2007 - Oct 2018
0.00%
0 out of 182

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.30% +10.98%
Sep 1999 - Aug 2011
+5.46%
Apr 2008 - Mar 2020
0.00%
0 out of 170

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.29% +10.65%
Sep 1998 - Aug 2011
+5.94%
May 2006 - Apr 2019
0.00%
0 out of 158

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.29% +10.24%
Sep 1998 - Aug 2012
+6.43%
Apr 2006 - Mar 2020
0.00%
0 out of 146

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.29% +9.26%
Dec 1997 - Nov 2012
+6.86%
Jan 2004 - Dec 2018
0.00%
0 out of 134

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

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