Last Update: 31 January 2021
Implementing the Pinwheel 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 3 years rolling periods, you would have obtained a positive returns 94.33% of times
All the returns are calculated over the available historical serie, starting from January 2002 until January 2021.
In order to have complete information about the portfolio, please refer to the Pinwheel Portfolio: ETF allocation and returns page.
Rolling Returns
Pinwheel Portfolio: annualized rolling and average returns
Return (*) | Negative Periods |
|||
---|---|---|---|---|
Rolling Period | Average | Best | Worst | |
1 Year |
+8.53% |
+44.78% Mar 2009 - Feb 2010 |
-32.48% Mar 2008 - Feb 2009 |
17.89% |
2 Years |
+8.35% |
+31.96% Mar 2009 - Feb 2011 |
-16.44% Mar 2007 - Feb 2009 |
10.19% |
3 Years |
+8.02% |
+22.39% Apr 2003 - Mar 2006 |
-6.91% Mar 2006 - Feb 2009 |
5.67% |
4 Years |
+7.84% |
+20.10% Apr 2003 - Mar 2007 |
-1.44% Mar 2005 - Feb 2009 |
0.55% |
5 Years |
+7.53% |
+17.92% Nov 2002 - Oct 2007 |
+1.11% Mar 2004 - Feb 2009 |
0.00% |
6 Years |
+7.23% |
+14.54% Mar 2009 - Feb 2015 |
+2.82% Apr 2014 - Mar 2020 |
0.00% |
7 Years |
+7.22% |
+11.82% Apr 2003 - Mar 2010 |
+3.52% Apr 2013 - Mar 2020 |
0.00% |
8 Years |
+7.47% |
+12.24% Apr 2003 - Mar 2011 |
+3.99% Oct 2007 - Sep 2015 |
0.00% |
9 Years |
+7.52% |
+11.37% Apr 2003 - Mar 2012 |
+4.12% Apr 2011 - Mar 2020 |
0.00% |
10 Years |
+7.50% |
+11.01% Apr 2003 - Mar 2013 |
+5.03% Dec 2006 - Nov 2016 |
0.00% |
11 Years |
+7.49% |
+10.72% Apr 2003 - Mar 2014 |
+4.39% Nov 2007 - Oct 2018 |
0.00% |
12 Years |
+7.28% |
+10.30% Apr 2003 - Mar 2015 |
+4.50% Apr 2008 - Mar 2020 |
0.00% |
13 Years |
+7.19% |
+9.35% Apr 2003 - Mar 2016 |
+4.36% Apr 2007 - Mar 2020 |
0.00% |
14 Years |
+7.41% |
+9.33% Apr 2003 - Mar 2017 |
+4.98% Apr 2006 - Mar 2020 |
0.00% |
15 Years |
+7.71% |
+9.34% Feb 2003 - Jan 2018 |
+6.08% Apr 2005 - Mar 2020 |
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 |
---|---|---|---|
+8.53% |
+44.78% Mar 2009 - Feb 2010 |
-32.48% Mar 2008 - Feb 2009 |
17.89% 39 out of 218 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.35% |
+31.96% Mar 2009 - Feb 2011 |
-16.44% Mar 2007 - Feb 2009 |
10.19% 21 out of 206 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.02% |
+22.39% Apr 2003 - Mar 2006 |
-6.91% Mar 2006 - Feb 2009 |
5.67% 11 out of 194 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.84% |
+20.10% Apr 2003 - Mar 2007 |
-1.44% Mar 2005 - Feb 2009 |
0.55% 1 out of 182 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.53% |
+17.92% Nov 2002 - Oct 2007 |
+1.11% Mar 2004 - Feb 2009 |
0.00% 0 out of 170 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.23% |
+14.54% Mar 2009 - Feb 2015 |
+2.82% Apr 2014 - Mar 2020 |
0.00% 0 out of 158 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.22% |
+11.82% Apr 2003 - Mar 2010 |
+3.52% Apr 2013 - Mar 2020 |
0.00% 0 out of 146 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.47% |
+12.24% Apr 2003 - Mar 2011 |
+3.99% Oct 2007 - Sep 2015 |
0.00% 0 out of 134 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.52% |
+11.37% Apr 2003 - Mar 2012 |
+4.12% Apr 2011 - Mar 2020 |
0.00% 0 out of 122 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.50% |
+11.01% Apr 2003 - Mar 2013 |
+5.03% Dec 2006 - Nov 2016 |
0.00% 0 out of 110 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.49% |
+10.72% Apr 2003 - Mar 2014 |
+4.39% Nov 2007 - Oct 2018 |
0.00% 0 out of 98 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.28% |
+10.30% Apr 2003 - Mar 2015 |
+4.50% Apr 2008 - Mar 2020 |
0.00% 0 out of 86 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.19% |
+9.35% Apr 2003 - Mar 2016 |
+4.36% Apr 2007 - Mar 2020 |
0.00% 0 out of 74 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.41% |
+9.33% Apr 2003 - Mar 2017 |
+4.98% Apr 2006 - Mar 2020 |
0.00% 0 out of 62 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.71% |
+9.34% Feb 2003 - Jan 2018 |
+6.08% Apr 2005 - Mar 2020 |
0.00% 0 out of 50 |
In order to have complete information about the portfolio, please refer to the Pinwheel Portfolio: ETF allocation and returns page.