Last Update: 31 December 2022

Implementing the Scott Burns Four Square 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 90.76% of times

All the returns are calculated over the available historical serie, starting from January 1985 until December 2022.

In order to have complete information about the portfolio, please refer to the Scott Burns Four Square Portfolio: ETF allocation and returns page.

Rolling Returns

Scott Burns Four Square Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.94 45.35
May 1985 - Apr 1986
-27.39
Mar 2008 - Feb 2009
16.63%
2 Years
8.53 34.14
May 1985 - Apr 1987
-12.16
Mar 2007 - Feb 2009
9.24%
3 Years
8.19 23.92
Mar 1985 - Feb 1988
-5.33
Mar 2006 - Feb 2009
3.80%
4 Years
8.06 20.87
Jan 1985 - Dec 1988
-1.87
Mar 2005 - Feb 2009
0.73%
5 Years
7.95 20.07
Jan 1985 - Dec 1989
0.23
Mar 2004 - Feb 2009
0.00%
6 Years
7.91 16.06
Mar 1985 - Feb 1991
3.58
Apr 2014 - Mar 2020
0.00%
7 Years
7.87 16.37
Jan 1985 - Dec 1991
3.13
Mar 2002 - Feb 2009
0.00%
8 Years
7.85 14.84
May 1985 - Apr 1993
2.41
Mar 2001 - Feb 2009
0.00%
9 Years
7.84 15.09
Jan 1985 - Dec 1993
2.04
Mar 2000 - Feb 2009
0.00%
10 Years
7.82 13.38
Jan 1985 - Dec 1994
3.10
Mar 1999 - Feb 2009
0.00%
11 Years
7.80 14.05
Jan 1985 - Dec 1995
3.64
Mar 1998 - Feb 2009
0.00%
12 Years
7.76 13.52
Jan 1985 - Dec 1996
4.58
Mar 1997 - Feb 2009
0.00%
13 Years
7.72 13.22
May 1985 - Apr 1998
4.77
Apr 2007 - Mar 2020
0.00%
14 Years
7.63 13.43
Jan 1985 - Dec 1998
5.16
Apr 2006 - Mar 2020
0.00%
15 Years
7.58 13.36
Jan 1985 - Dec 1999
4.38
Oct 2007 - Sep 2022
0.00%
20 Years
7.60 11.23
Jan 1985 - Dec 2004
5.26
Apr 2000 - Mar 2020
0.00%
30 Years
7.83 9.63
Jan 1985 - Dec 2014
6.74
Oct 1992 - Sep 2022
0.00%
(*) Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.94% +45.35%
May 1985 - Apr 1986
-27.39%
Mar 2008 - Feb 2009
16.63%
74 out of 445
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.53% +34.14%
May 1985 - Apr 1987
-12.16%
Mar 2007 - Feb 2009
9.24%
40 out of 433
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.19% +23.92%
Mar 1985 - Feb 1988
-5.33%
Mar 2006 - Feb 2009
3.80%
16 out of 421
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.06% +20.87%
Jan 1985 - Dec 1988
-1.87%
Mar 2005 - Feb 2009
0.73%
3 out of 409
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.95% +20.07%
Jan 1985 - Dec 1989
+0.23%
Mar 2004 - Feb 2009
0.00%
0 out of 397
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.91% +16.06%
Mar 1985 - Feb 1991
+3.58%
Apr 2014 - Mar 2020
0.00%
0 out of 385
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.87% +16.37%
Jan 1985 - Dec 1991
+3.13%
Mar 2002 - Feb 2009
0.00%
0 out of 373
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.85% +14.84%
May 1985 - Apr 1993
+2.41%
Mar 2001 - Feb 2009
0.00%
0 out of 361
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.84% +15.09%
Jan 1985 - Dec 1993
+2.04%
Mar 2000 - Feb 2009
0.00%
0 out of 349
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.82% +13.38%
Jan 1985 - Dec 1994
+3.10%
Mar 1999 - Feb 2009
0.00%
0 out of 337
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.80% +14.05%
Jan 1985 - Dec 1995
+3.64%
Mar 1998 - Feb 2009
0.00%
0 out of 325
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.76% +13.52%
Jan 1985 - Dec 1996
+4.58%
Mar 1997 - Feb 2009
0.00%
0 out of 313
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.72% +13.22%
May 1985 - Apr 1998
+4.77%
Apr 2007 - Mar 2020
0.00%
0 out of 301
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.63% +13.43%
Jan 1985 - Dec 1998
+5.16%
Apr 2006 - Mar 2020
0.00%
0 out of 289
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.58% +13.36%
Jan 1985 - Dec 1999
+4.38%
Oct 2007 - Sep 2022
0.00%
0 out of 277
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.60% +11.23%
Jan 1985 - Dec 2004
+5.26%
Apr 2000 - Mar 2020
0.00%
0 out of 217
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 30 Years (360 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.83% +9.63%
Jan 1985 - Dec 2014
+6.74%
Oct 1992 - Sep 2022
0.00%
0 out of 97
30 Years Annualized Rolling Returns over time
30 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Scott Burns Four Square Portfolio: ETF allocation and returns page.

Share this page