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

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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.

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