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
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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.