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
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 Returns - 1 Year (12 months)
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 |
Annualized Rolling Returns - 2 Years (24 months)
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 |
Annualized Rolling Returns - 3 Years (36 months)
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 |
Annualized Rolling Returns - 4 Years (48 months)
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 |
Annualized Rolling Returns - 5 Years (60 months)
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 |
Annualized Rolling Returns - 6 Years (72 months)
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 |
Annualized Rolling Returns - 7 Years (84 months)
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 |
Annualized Rolling Returns - 8 Years (96 months)
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 |
Annualized Rolling Returns - 9 Years (108 months)
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 |
Annualized Rolling Returns - 10 Years (120 months)
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 |
Annualized Rolling Returns - 11 Years (132 months)
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 |
Annualized Rolling Returns - 12 Years (144 months)
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 |
Annualized Rolling Returns - 13 Years (156 months)
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 |
Annualized Rolling Returns - 14 Years (168 months)
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 |
Annualized Rolling Returns - 15 Years (180 months)
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 |
Annualized Rolling Returns - 20 Years (240 months)
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 |
Annualized Rolling Returns - 30 Years (360 months)
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 |
In order to have complete information about the portfolio, please refer to the Scott Burns Four Square Portfolio: ETF allocation and returns page.