Last Update: 31 July 2022

Implementing the Paul Boyer 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 97.01% of times

All the returns are calculated over the available historical serie, starting from March 1987 until July 2022.

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

Rolling Returns

Paul Boyer Portfolio: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.75 25.08
Jan 1993 - Dec 1993
-10.70
Jul 2021 - Jun 2022
12.08%
2 Years
7.84 20.38
Nov 2008 - Oct 2010
-4.08
Aug 2020 - Jul 2022
2.99%
3 Years
7.81 17.66
Nov 2008 - Oct 2011
-1.60
Jan 2013 - Dec 2015
1.54%
4 Years
7.76 14.28
Nov 2008 - Oct 2012
-0.41
Feb 2012 - Jan 2016
0.26%
5 Years
7.73 14.45
Mar 2003 - Feb 2008
1.23
Feb 2012 - Jan 2017
0.00%
6 Years
7.68 13.24
Jan 1988 - Dec 1993
1.39
Nov 2012 - Oct 2018
0.00%
7 Years
7.61 12.56
Sep 2004 - Aug 2011
1.86
Nov 2011 - Oct 2018
0.00%
8 Years
7.61 12.63
May 2003 - Apr 2011
3.12
Nov 2010 - Oct 2018
0.00%
9 Years
7.62 12.39
Nov 2002 - Oct 2011
3.43
May 2013 - Apr 2022
0.00%
10 Years
7.66 11.91
Dec 2001 - Nov 2011
2.93
Aug 2012 - Jul 2022
0.00%
11 Years
7.74 11.42
Oct 2001 - Sep 2012
3.33
Aug 2011 - Jul 2022
0.00%
12 Years
7.83 10.98
Sep 1999 - Aug 2011
4.17
Jul 2010 - Jun 2022
0.00%
13 Years
7.90 10.65
Sep 1998 - Aug 2011
5.04
Aug 2009 - Jul 2022
0.00%
14 Years
7.94 10.24
Sep 1998 - Aug 2012
4.89
Jul 2008 - Jun 2022
0.00%
15 Years
8.02 9.26
Dec 1997 - Nov 2012
5.47
Aug 2007 - Jul 2022
0.00%
16 Years
8.08 9.08
Sep 1998 - Aug 2014
5.77
Aug 2006 - Jul 2022
0.00%
17 Years
8.12 9.47
Nov 1990 - Oct 2007
6.22
Jul 2005 - Jun 2022
0.00%
18 Years
8.13 9.14
May 1990 - Apr 2008
6.63
Jul 2004 - Jun 2022
0.00%
19 Years
8.11 9.41
Mar 1989 - Feb 2008
6.89
Jul 2003 - Jun 2022
0.00%
20 Years
8.05 9.42
Nov 1990 - Oct 2010
6.76
Feb 1996 - Jan 2016
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
+7.75% +25.08%
Jan 1993 - Dec 1993
-10.70%
Jul 2021 - Jun 2022
12.08%
50 out of 414
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
+7.84% +20.38%
Nov 2008 - Oct 2010
-4.08%
Aug 2020 - Jul 2022
2.99%
12 out of 402
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
+7.81% +17.66%
Nov 2008 - Oct 2011
-1.60%
Jan 2013 - Dec 2015
1.54%
6 out of 390
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
+7.76% +14.28%
Nov 2008 - Oct 2012
-0.41%
Feb 2012 - Jan 2016
0.26%
1 out of 378
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
+7.73% +14.45%
Mar 2003 - Feb 2008
+1.23%
Feb 2012 - Jan 2017
0.00%
0 out of 366
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
+7.68% +13.24%
Jan 1988 - Dec 1993
+1.39%
Nov 2012 - Oct 2018
0.00%
0 out of 354
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
+7.61% +12.56%
Sep 2004 - Aug 2011
+1.86%
Nov 2011 - Oct 2018
0.00%
0 out of 342
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
+7.61% +12.63%
May 2003 - Apr 2011
+3.12%
Nov 2010 - Oct 2018
0.00%
0 out of 330
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
+7.62% +12.39%
Nov 2002 - Oct 2011
+3.43%
May 2013 - Apr 2022
0.00%
0 out of 318
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
+7.66% +11.91%
Dec 2001 - Nov 2011
+2.93%
Aug 2012 - Jul 2022
0.00%
0 out of 306
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
+7.74% +11.42%
Oct 2001 - Sep 2012
+3.33%
Aug 2011 - Jul 2022
0.00%
0 out of 294
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
+7.83% +10.98%
Sep 1999 - Aug 2011
+4.17%
Jul 2010 - Jun 2022
0.00%
0 out of 282
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
+7.90% +10.65%
Sep 1998 - Aug 2011
+5.04%
Aug 2009 - Jul 2022
0.00%
0 out of 270
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
+7.94% +10.24%
Sep 1998 - Aug 2012
+4.89%
Jul 2008 - Jun 2022
0.00%
0 out of 258
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
+8.02% +9.26%
Dec 1997 - Nov 2012
+5.47%
Aug 2007 - Jul 2022
0.00%
0 out of 246
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
+8.08% +9.08%
Sep 1998 - Aug 2014
+5.77%
Aug 2006 - Jul 2022
0.00%
0 out of 234
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
+8.12% +9.47%
Nov 1990 - Oct 2007
+6.22%
Jul 2005 - Jun 2022
0.00%
0 out of 222
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
+8.13% +9.14%
May 1990 - Apr 2008
+6.63%
Jul 2004 - Jun 2022
0.00%
0 out of 210
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
+8.11% +9.41%
Mar 1989 - Feb 2008
+6.89%
Jul 2003 - Jun 2022
0.00%
0 out of 198
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
+8.05% +9.42%
Nov 1990 - Oct 2010
+6.76%
Feb 1996 - Jan 2016
0.00%
0 out of 186
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 Paul Boyer Portfolio: ETF allocation and returns page.

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