Consolidated Returns as of 31 March 2024
Holding the Stocks/Bonds 40/60 2x Leveraged Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~14 years), the longest period with a negative return lasted 50 months (from September 2019 to October 2023).
This means that every rolling period of 51 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Stocks/Bonds 40/60 2x Leveraged Portfolio: ETF allocation and returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.21% |
+33.39%
Jan 2019 - Dec 2019 |
-33.70%
Jan 2022 - Dec 2022 |
13.92%
22 out of 158 |
US Inflation Adjusted | +11.67% |
+30.36%
Jan 2019 - Dec 2019 |
-37.70%
Jan 2022 - Dec 2022 |
16.46%
26 out of 158 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.74% |
+26.47%
Jan 2019 - Dec 2020 |
-18.20%
Nov 2021 - Oct 2023 |
14.38%
21 out of 146 |
US Inflation Adjusted | +10.64% |
+24.22%
Jan 2019 - Dec 2020 |
-22.45%
Nov 2021 - Oct 2023 |
16.44%
24 out of 146 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.47% |
+24.09%
Jan 2019 - Dec 2021 |
-5.17%
Nov 2020 - Oct 2023 |
10.45%
14 out of 134 |
US Inflation Adjusted | +10.67% |
+19.81%
Jan 2019 - Dec 2021 |
-10.30%
Nov 2020 - Oct 2023 |
15.67%
21 out of 134 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.48% |
+21.06%
Jul 2010 - Jun 2014 |
-0.98%
Nov 2019 - Oct 2023 |
0.82%
1 out of 122 |
US Inflation Adjusted | +10.62% |
+18.42%
Jul 2010 - Jun 2014 |
-5.31%
Nov 2019 - Oct 2023 |
9.02%
11 out of 122 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.32% |
+19.83%
Mar 2010 - Feb 2015 |
+3.37%
Oct 2018 - Sep 2023 |
0.00%
0 out of 110 |
US Inflation Adjusted | +10.29% |
+17.93%
Mar 2010 - Feb 2015 |
-0.64%
Oct 2018 - Sep 2023 |
3.64%
4 out of 110 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.88% |
+17.34%
Jul 2010 - Jun 2016 |
+2.98%
Nov 2017 - Oct 2023 |
0.00%
0 out of 98 |
US Inflation Adjusted | +10.01% |
+15.38%
Jul 2010 - Jun 2016 |
-0.74%
Nov 2017 - Oct 2023 |
1.02%
1 out of 98 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.34% |
+15.82%
Jul 2010 - Jun 2017 |
+4.60%
Nov 2016 - Oct 2023 |
0.00%
0 out of 86 |
US Inflation Adjusted | +10.38% |
+13.90%
Jul 2010 - Jun 2017 |
+1.06%
Nov 2016 - Oct 2023 |
0.00%
0 out of 86 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.84% |
+15.25%
Sep 2013 - Aug 2021 |
+4.91%
Nov 2015 - Oct 2023 |
0.00%
0 out of 74 |
US Inflation Adjusted | +11.01% |
+13.03%
Sep 2013 - Aug 2021 |
+1.58%
Nov 2015 - Oct 2023 |
0.00%
0 out of 74 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.35% |
+14.85%
Jul 2010 - Jun 2019 |
+5.10%
Nov 2014 - Oct 2023 |
0.00%
0 out of 62 |
US Inflation Adjusted | +11.26% |
+12.81%
Jul 2010 - Jun 2019 |
+2.12%
Nov 2014 - Oct 2023 |
0.00%
0 out of 62 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.48% |
+15.14%
Sep 2010 - Aug 2020 |
+6.53%
Nov 2013 - Oct 2023 |
0.00%
0 out of 50 |
US Inflation Adjusted | +9.94% |
+13.16%
Sep 2010 - Aug 2020 |
+3.64%
Nov 2013 - Oct 2023 |
0.00%
0 out of 50 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.19% |
+15.63%
Jul 2010 - Jun 2021 |
+7.57%
Nov 2012 - Oct 2023 |
0.00%
0 out of 38 |
US Inflation Adjusted | +7.49% |
+13.34%
Jul 2010 - Jun 2021 |
+4.84%
Nov 2012 - Oct 2023 |
0.00%
0 out of 38 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.98% |
+14.47%
Mar 2010 - Feb 2022 |
+8.45%
Nov 2011 - Oct 2023 |
0.00%
0 out of 26 |
US Inflation Adjusted | +7.21% |
+11.93%
Mar 2010 - Feb 2022 |
+5.73%
Nov 2011 - Oct 2023 |
0.00%
0 out of 26 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.65% |
+11.39%
Jul 2010 - Jun 2023 |
+8.85%
Nov 2010 - Oct 2023 |
0.00%
0 out of 14 |
US Inflation Adjusted | +7.82% |
+8.55%
Jul 2010 - Jun 2023 |
+6.05%
Nov 2010 - Oct 2023 |
0.00%
0 out of 14 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.27% |
+11.28%
Mar 2010 - Feb 2024 |
+11.27%
Apr 2010 - Mar 2024 |
0.00%
0 out of 2 |
US Inflation Adjusted | +8.43% |
+8.46%
Mar 2010 - Feb 2024 |
+8.43%
Apr 2010 - Mar 2024 |
0.00%
0 out of 2 |
To obtain comprehensive information, please consult the Stocks/Bonds 40/60 2x Leveraged Portfolio: ETF allocation and returns page.