Stocks/Bonds 40/60 Momentum Portfolio: Rolling Returns

Last Update: 31 December 2022

Implementing the Stocks/Bonds 40/60 Momentum Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 4 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 92.54% of times

All the returns are calculated over the available historical serie, starting from January 1982 until December 2022.

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 40/60 Momentum Portfolio: ETF allocation and returns page.

Rolling Returns

Stocks/Bonds 40/60 Momentum Portfolio: annualized rolling and average returns

Annualized Rolling Returns - 1 Year (12 months)

Annualized Rolling Returns - 2 Years (24 months)

Annualized Rolling Returns - 3 Years (36 months)

Annualized Rolling Returns - 4 Years (48 months)

Annualized Rolling Returns - 5 Years (60 months)

Annualized Rolling Returns - 6 Years (72 months)

Annualized Rolling Returns - 7 Years (84 months)

Annualized Rolling Returns - 8 Years (96 months)

Annualized Rolling Returns - 9 Years (108 months)

Annualized Rolling Returns - 10 Years (120 months)

Annualized Rolling Returns - 11 Years (132 months)

Annualized Rolling Returns - 12 Years (144 months)

Annualized Rolling Returns - 13 Years (156 months)

Annualized Rolling Returns - 14 Years (168 months)

Annualized Rolling Returns - 15 Years (180 months)

Annualized Rolling Returns - 20 Years (240 months)

Annualized Rolling Returns - 30 Years (360 months)

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 40/60 Momentum Portfolio: ETF allocation and returns page.