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
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 Returns - 1 Year (12 months)
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 |
Annualized Rolling Returns - 2 Years (24 months)
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 |
Annualized Rolling Returns - 3 Years (36 months)
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 |
Annualized Rolling Returns - 4 Years (48 months)
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 |
Annualized Rolling Returns - 5 Years (60 months)
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 |
Annualized Rolling Returns - 6 Years (72 months)
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 |
Annualized Rolling Returns - 7 Years (84 months)
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 |
Annualized Rolling Returns - 8 Years (96 months)
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 |
Annualized Rolling Returns - 9 Years (108 months)
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 |
Annualized Rolling Returns - 10 Years (120 months)
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 |
Annualized Rolling Returns - 11 Years (132 months)
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 |
Annualized Rolling Returns - 12 Years (144 months)
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 |
Annualized Rolling Returns - 13 Years (156 months)
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 |
Annualized Rolling Returns - 14 Years (168 months)
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 |
Annualized Rolling Returns - 15 Years (180 months)
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 |
Annualized Rolling Returns - 16 Years (192 months)
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 |
Annualized Rolling Returns - 17 Years (204 months)
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 |
Annualized Rolling Returns - 18 Years (216 months)
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 |
Annualized Rolling Returns - 19 Years (228 months)
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 |
Annualized Rolling Returns - 20 Years (240 months)
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 |
In order to have complete information about the portfolio, please refer to the Paul Boyer Portfolio: ETF allocation and returns page.