Last Update: 31 July 2022
Implementing the Stocks/Bonds 20/80 Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all 3 years rolling periods, you would have obtained a positive returns 100.00% of times
Considering all 1 year rolling periods, you would have obtained a positive returns 92.28% of times
All the returns are calculated over the available historical serie, starting from January 1972 until July 2022.
In order to have complete information about the portfolio, please refer to the Stocks/Bonds 20/80 Portfolio: ETF allocation and returns page.
Rolling Returns
Stocks/Bonds 20/80 Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
7.92 |
35.57 Jul 1982 - Jun 1983 |
-10.80 Jul 2021 - Jun 2022 |
7.72% |
2 Years |
7.97 |
26.49 Jul 1984 - Jun 1986 |
-2.17 Sep 1972 - Aug 1974 |
2.74% |
3 Years |
8.05 |
20.41 Jul 1982 - Jun 1985 |
1.37 Mar 2006 - Feb 2009 |
0.00% |
4 Years |
8.08 |
20.98 Jul 1982 - Jun 1986 |
2.07 Mar 2005 - Feb 2009 |
0.00% |
5 Years |
8.10 |
20.12 Sep 1981 - Aug 1986 |
2.35 Mar 2004 - Feb 2009 |
0.00% |
6 Years |
8.13 |
17.81 Apr 1980 - Mar 1986 |
2.99 Jul 2016 - Jun 2022 |
0.00% |
7 Years |
8.18 |
16.81 Apr 1980 - Mar 1987 |
3.35 Jul 2015 - Jun 2022 |
0.00% |
8 Years |
8.25 |
15.38 Oct 1981 - Sep 1989 |
3.27 Jul 2014 - Jun 2022 |
0.00% |
9 Years |
8.31 |
13.97 Apr 1982 - Mar 1991 |
3.86 May 2013 - Apr 2022 |
0.00% |
10 Years |
8.37 |
14.44 Oct 1981 - Sep 1991 |
3.77 Jul 2012 - Jun 2022 |
0.00% |
11 Years |
8.42 |
14.19 Oct 1981 - Sep 1992 |
4.06 Jul 2011 - Jun 2022 |
0.00% |
12 Years |
8.43 |
13.95 Oct 1981 - Sep 1993 |
4.44 Jul 2010 - Jun 2022 |
0.00% |
13 Years |
8.45 |
13.42 Apr 1980 - Mar 1993 |
4.87 Jan 2006 - Dec 2018 |
0.00% |
14 Years |
8.43 |
12.92 Oct 1981 - Sep 1995 |
4.63 Jul 2008 - Jun 2022 |
0.00% |
15 Years |
8.41 |
12.55 Oct 1981 - Sep 1996 |
4.48 Jul 2007 - Jun 2022 |
0.00% |
16 Years |
8.40 |
12.72 Oct 1981 - Sep 1997 |
4.75 Jul 2006 - Jun 2022 |
0.00% |
17 Years |
8.40 |
12.54 Oct 1981 - Sep 1998 |
4.53 Jul 2005 - Jun 2022 |
0.00% |
18 Years |
8.40 |
12.38 Apr 1980 - Mar 1998 |
4.67 Jul 2004 - Jun 2022 |
0.00% |
19 Years |
8.40 |
12.13 Apr 1980 - Mar 1999 |
4.66 Jul 2003 - Jun 2022 |
0.00% |
20 Years |
8.40 |
11.85 Apr 1980 - Mar 2000 |
4.84 Jul 2002 - Jun 2022 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.92% |
+35.57% Jul 1982 - Jun 1983 |
-10.80% Jul 2021 - Jun 2022 |
7.72% 46 out of 596 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.97% |
+26.49% Jul 1984 - Jun 1986 |
-2.17% Sep 1972 - Aug 1974 |
2.74% 16 out of 584 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.05% |
+20.41% Jul 1982 - Jun 1985 |
+1.37% Mar 2006 - Feb 2009 |
0.00% 0 out of 572 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.08% |
+20.98% Jul 1982 - Jun 1986 |
+2.07% Mar 2005 - Feb 2009 |
0.00% 0 out of 560 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.10% |
+20.12% Sep 1981 - Aug 1986 |
+2.35% Mar 2004 - Feb 2009 |
0.00% 0 out of 548 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.13% |
+17.81% Apr 1980 - Mar 1986 |
+2.99% Jul 2016 - Jun 2022 |
0.00% 0 out of 536 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.18% |
+16.81% Apr 1980 - Mar 1987 |
+3.35% Jul 2015 - Jun 2022 |
0.00% 0 out of 524 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.25% |
+15.38% Oct 1981 - Sep 1989 |
+3.27% Jul 2014 - Jun 2022 |
0.00% 0 out of 512 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.31% |
+13.97% Apr 1982 - Mar 1991 |
+3.86% May 2013 - Apr 2022 |
0.00% 0 out of 500 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.37% |
+14.44% Oct 1981 - Sep 1991 |
+3.77% Jul 2012 - Jun 2022 |
0.00% 0 out of 488 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.42% |
+14.19% Oct 1981 - Sep 1992 |
+4.06% Jul 2011 - Jun 2022 |
0.00% 0 out of 476 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.43% |
+13.95% Oct 1981 - Sep 1993 |
+4.44% Jul 2010 - Jun 2022 |
0.00% 0 out of 464 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.45% |
+13.42% Apr 1980 - Mar 1993 |
+4.87% Jan 2006 - Dec 2018 |
0.00% 0 out of 452 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.43% |
+12.92% Oct 1981 - Sep 1995 |
+4.63% Jul 2008 - Jun 2022 |
0.00% 0 out of 440 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.41% |
+12.55% Oct 1981 - Sep 1996 |
+4.48% Jul 2007 - Jun 2022 |
0.00% 0 out of 428 |
Annualized Rolling Returns - 16 Years (192 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.40% |
+12.72% Oct 1981 - Sep 1997 |
+4.75% Jul 2006 - Jun 2022 |
0.00% 0 out of 416 |
Annualized Rolling Returns - 17 Years (204 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.40% |
+12.54% Oct 1981 - Sep 1998 |
+4.53% Jul 2005 - Jun 2022 |
0.00% 0 out of 404 |
Annualized Rolling Returns - 18 Years (216 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.40% |
+12.38% Apr 1980 - Mar 1998 |
+4.67% Jul 2004 - Jun 2022 |
0.00% 0 out of 392 |
Annualized Rolling Returns - 19 Years (228 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.40% |
+12.13% Apr 1980 - Mar 1999 |
+4.66% Jul 2003 - Jun 2022 |
0.00% 0 out of 380 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.40% |
+11.85% Apr 1980 - Mar 2000 |
+4.84% Jul 2002 - Jun 2022 |
0.00% 0 out of 368 |
In order to have complete information about the portfolio, please refer to the Stocks/Bonds 20/80 Portfolio: ETF allocation and returns page.