Last Update: 31 July 2022

Implementing the Stocks/Bonds 60/40 2x Leveraged Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 2 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 94.20% of times

All the returns are calculated over the available historical serie, starting from March 2010 until July 2022.

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 60/40 2x Leveraged Portfolio: ETF allocation and returns page.

Rolling Returns

Stocks/Bonds 60/40 2x Leveraged Portfolio: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
18.48 48.25
Nov 2020 - Oct 2021
-20.97
Jul 2021 - Jun 2022
5.80%
2 Years
18.05 31.43
Jan 2019 - Dec 2020
4.86
Dec 2014 - Nov 2016
0.00%
3 Years
17.58 31.99
Jan 2019 - Dec 2021
7.65
Jul 2019 - Jun 2022
0.00%
4 Years
17.05 27.11
Jul 2010 - Jun 2014
7.07
Jan 2015 - Dec 2018
0.00%
5 Years
16.64 23.55
Mar 2010 - Feb 2015
9.04
Apr 2015 - Mar 2020
0.00%
6 Years
16.42 20.91
Jul 2010 - Jun 2016
10.92
Apr 2014 - Mar 2020
0.00%
7 Years
16.44 20.20
Jul 2010 - Jun 2017
10.96
Jul 2015 - Jun 2022
0.00%
8 Years
16.77 19.59
Sep 2010 - Aug 2018
10.78
Jul 2014 - Jun 2022
0.00%
9 Years
17.25 19.79
Jan 2013 - Dec 2021
13.32
Jul 2013 - Jun 2022
0.00%
10 Years
17.54 19.94
Jan 2012 - Dec 2021
14.08
Jul 2012 - Jun 2022
0.00%
11 Years
17.83 20.29
Sep 2010 - Aug 2021
14.17
Jul 2011 - Jun 2022
0.00%
12 Years
16.75 18.14
Mar 2010 - Feb 2022
15.83
May 2010 - Apr 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
+18.48% +48.25%
Nov 2020 - Oct 2021
-20.97%
Jul 2021 - Jun 2022
5.80%
8 out of 138
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
+18.05% +31.43%
Jan 2019 - Dec 2020
+4.86%
Dec 2014 - Nov 2016
0.00%
0 out of 126
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
+17.58% +31.99%
Jan 2019 - Dec 2021
+7.65%
Jul 2019 - Jun 2022
0.00%
0 out of 114
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
+17.05% +27.11%
Jul 2010 - Jun 2014
+7.07%
Jan 2015 - Dec 2018
0.00%
0 out of 102
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
+16.64% +23.55%
Mar 2010 - Feb 2015
+9.04%
Apr 2015 - Mar 2020
0.00%
0 out of 90
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
+16.42% +20.91%
Jul 2010 - Jun 2016
+10.92%
Apr 2014 - Mar 2020
0.00%
0 out of 78
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
+16.44% +20.20%
Jul 2010 - Jun 2017
+10.96%
Jul 2015 - Jun 2022
0.00%
0 out of 66
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
+16.77% +19.59%
Sep 2010 - Aug 2018
+10.78%
Jul 2014 - Jun 2022
0.00%
0 out of 54
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
+17.25% +19.79%
Jan 2013 - Dec 2021
+13.32%
Jul 2013 - Jun 2022
0.00%
0 out of 42
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
+17.54% +19.94%
Jan 2012 - Dec 2021
+14.08%
Jul 2012 - Jun 2022
0.00%
0 out of 30
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
+17.83% +20.29%
Sep 2010 - Aug 2021
+14.17%
Jul 2011 - Jun 2022
0.00%
0 out of 18
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
+16.75% +18.14%
Mar 2010 - Feb 2022
+15.83%
May 2010 - Apr 2022
0.00%
0 out of 6
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 60/40 2x Leveraged Portfolio: ETF allocation and returns page.

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