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
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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.