Last Update: 28 February 2021

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 94.49% of times

All the returns are calculated over the available historical serie, starting from January 1987 until February 2021.

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.14% +21.70%
Jan 1995 - Dec 1995
-7.75%
Nov 2007 - Oct 2008
5.51%
2 Years
+7.10% +15.27%
Oct 1990 - Sep 1992
-1.26%
Mar 2007 - Feb 2009
1.03%
3 Years
+7.02% +14.01%
Jan 1995 - Dec 1997
+1.37%
Mar 2006 - Feb 2009
0.00%
4 Years
+7.01% +13.38%
Jan 1995 - Dec 1998
+2.07%
Mar 2005 - Feb 2009
0.00%
5 Years
+6.98% +12.26%
Sep 1988 - Aug 1993
+2.35%
Mar 2004 - Feb 2009
0.00%
6 Years
+6.94% +11.57%
Nov 1987 - Oct 1993
+3.74%
Nov 2012 - Oct 2018
0.00%
7 Years
+6.90% +11.16%
Oct 1990 - Sep 1997
+3.53%
Nov 2001 - Oct 2008
0.00%
8 Years
+6.90% +11.04%
May 1990 - Apr 1998
+3.66%
Mar 2001 - Feb 2009
0.00%
9 Years
+6.90% +10.99%
Apr 1989 - Mar 1998
+4.09%
Mar 2000 - Feb 2009
0.00%
10 Years
+6.88% +10.82%
Jan 1989 - Dec 1998
+4.23%
Mar 1999 - Feb 2009
0.00%
11 Years
+6.84% +10.79%
Dec 1987 - Nov 1998
+4.55%
Mar 1998 - Feb 2009
0.00%
12 Years
+6.77% +10.25%
Dec 1987 - Nov 1999
+4.73%
Jan 2007 - Dec 2018
0.00%
13 Years
+6.70% +9.96%
Dec 1987 - Nov 2000
+4.87%
Jan 2006 - Dec 2018
0.00%
14 Years
+6.67% +9.72%
Dec 1987 - Nov 2001
+4.74%
Jan 2005 - Dec 2018
0.00%
15 Years
+6.64% +9.17%
Jun 1988 - May 2003
+4.82%
Jan 2004 - Dec 2018
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
+7.14% +21.70%
Jan 1995 - Dec 1995
-7.75%
Nov 2007 - Oct 2008
5.51%
22 out of 399

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.10% +15.27%
Oct 1990 - Sep 1992
-1.26%
Mar 2007 - Feb 2009
1.03%
4 out of 387

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.02% +14.01%
Jan 1995 - Dec 1997
+1.37%
Mar 2006 - Feb 2009
0.00%
0 out of 375

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.01% +13.38%
Jan 1995 - Dec 1998
+2.07%
Mar 2005 - Feb 2009
0.00%
0 out of 363

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.98% +12.26%
Sep 1988 - Aug 1993
+2.35%
Mar 2004 - Feb 2009
0.00%
0 out of 351

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.94% +11.57%
Nov 1987 - Oct 1993
+3.74%
Nov 2012 - Oct 2018
0.00%
0 out of 339

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.90% +11.16%
Oct 1990 - Sep 1997
+3.53%
Nov 2001 - Oct 2008
0.00%
0 out of 327

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.90% +11.04%
May 1990 - Apr 1998
+3.66%
Mar 2001 - Feb 2009
0.00%
0 out of 315

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.90% +10.99%
Apr 1989 - Mar 1998
+4.09%
Mar 2000 - Feb 2009
0.00%
0 out of 303

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.88% +10.82%
Jan 1989 - Dec 1998
+4.23%
Mar 1999 - Feb 2009
0.00%
0 out of 291

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.84% +10.79%
Dec 1987 - Nov 1998
+4.55%
Mar 1998 - Feb 2009
0.00%
0 out of 279

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.77% +10.25%
Dec 1987 - Nov 1999
+4.73%
Jan 2007 - Dec 2018
0.00%
0 out of 267

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.70% +9.96%
Dec 1987 - Nov 2000
+4.87%
Jan 2006 - Dec 2018
0.00%
0 out of 255

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.67% +9.72%
Dec 1987 - Nov 2001
+4.74%
Jan 2005 - Dec 2018
0.00%
0 out of 243

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.64% +9.17%
Jun 1988 - May 2003
+4.82%
Jan 2004 - Dec 2018
0.00%
0 out of 231

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 20/80 Portfolio: ETF allocation and returns page.

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