Stocks/Bonds 40/60 with Bitcoin Portfolio: Rolling Returns

Last Update: 31 July 2022

Implementing the Stocks/Bonds 40/60 with Bitcoin 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 1 year rolling periods, you would have obtained a positive returns 90.79% of times

All the returns are calculated over the available historical serie, starting from January 2009 until July 2022.

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

Rolling Returns

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

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Rolling Period	*Return ()**			Negative Periods
Rolling Period	Average (%)	Best (%)	Worst (%)	Negative Periods
1 Year	23.86	205.12 Dec 2012 - Nov 2013	-31.98 Jul 2011 - Jun 2012	9.21%
2 Years	22.58	93.87 Dec 2011 - Nov 2013	-8.54 Jul 2011 - Jun 2013	2.14%
3 Years	21.62	68.47 Dec 2010 - Nov 2013	-3.51 Dec 2013 - Nov 2016	0.78%
4 Years	21.93	52.41 Dec 2009 - Nov 2013	4.39 Dec 2013 - Nov 2017	0.00%
5 Years	22.20	39.20 Mar 2009 - Feb 2014	4.28 Dec 2013 - Nov 2018	0.00%
6 Years	21.09	33.27 Mar 2009 - Feb 2015	5.96 Dec 2013 - Nov 2019	0.00%
7 Years	20.74	28.20 Jan 2011 - Dec 2017	7.21 Dec 2013 - Nov 2020	0.00%
8 Years	21.22	27.03 Feb 2010 - Jan 2018	8.03 Dec 2013 - Nov 2021	0.00%
9 Years	21.92	26.31 Mar 2009 - Feb 2018	13.86 Jul 2011 - Jun 2020	0.00%
10 Years	21.27	23.76 Mar 2009 - Feb 2019	14.61 Jul 2011 - Jun 2021	0.00%
11 Years	20.98	22.87 Sep 2010 - Aug 2021	11.92 Jul 2011 - Jun 2022	0.00%
12 Years	21.10	22.48 Mar 2009 - Feb 2021	19.42 Jul 2010 - Jun 2022	0.00%
13 Years	19.92	20.90 Mar 2009 - Feb 2022	18.84 Jul 2009 - Jun 2022	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
+23.86%	+205.12% Dec 2012 - Nov 2013	-31.98% Jul 2011 - Jun 2012	9.21% 14 out of 152

1 Year Annualized Rolling Returns over time

1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.58%	+93.87% Dec 2011 - Nov 2013	-8.54% Jul 2011 - Jun 2013	2.14% 3 out of 140

2 Years Annualized Rolling Returns over time

2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.62%	+68.47% Dec 2010 - Nov 2013	-3.51% Dec 2013 - Nov 2016	0.78% 1 out of 128

3 Years Annualized Rolling Returns over time

3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.93%	+52.41% Dec 2009 - Nov 2013	+4.39% Dec 2013 - Nov 2017	0.00% 0 out of 116

4 Years Annualized Rolling Returns over time

4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.20%	+39.20% Mar 2009 - Feb 2014	+4.28% Dec 2013 - Nov 2018	0.00% 0 out of 104

5 Years Annualized Rolling Returns over time

5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.09%	+33.27% Mar 2009 - Feb 2015	+5.96% Dec 2013 - Nov 2019	0.00% 0 out of 92

6 Years Annualized Rolling Returns over time

6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average Return	Best Return	Worst Return	Negative Periods
+20.74%	+28.20% Jan 2011 - Dec 2017	+7.21% Dec 2013 - Nov 2020	0.00% 0 out of 80

7 Years Annualized Rolling Returns over time

7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.22%	+27.03% Feb 2010 - Jan 2018	+8.03% Dec 2013 - Nov 2021	0.00% 0 out of 68

8 Years Annualized Rolling Returns over time

8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.92%	+26.31% Mar 2009 - Feb 2018	+13.86% Jul 2011 - Jun 2020	0.00% 0 out of 56

9 Years Annualized Rolling Returns over time

9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.27%	+23.76% Mar 2009 - Feb 2019	+14.61% Jul 2011 - Jun 2021	0.00% 0 out of 44

10 Years Annualized Rolling Returns over time

10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average Return	Best Return	Worst Return	Negative Periods
+20.98%	+22.87% Sep 2010 - Aug 2021	+11.92% Jul 2011 - Jun 2022	0.00% 0 out of 32

11 Years Annualized Rolling Returns over time

11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.10%	+22.48% Mar 2009 - Feb 2021	+19.42% Jul 2010 - Jun 2022	0.00% 0 out of 20

12 Years Annualized Rolling Returns over time

12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average Return	Best Return	Worst Return	Negative Periods
+19.92%	+20.90% Mar 2009 - Feb 2022	+18.84% Jul 2009 - Jun 2022	0.00% 0 out of 8

13 Years Annualized Rolling Returns over time

13 Years Annualized Rolling Returns Histogram

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