Last Update: 28 February 2021

Implementing the Stocks/Bonds 80/20 Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 11 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 5 years rolling periods, you would have obtained a positive returns 97.72% 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 80/20 Portfolio: ETF allocation and returns page.

Rolling Returns

Stocks/Bonds 80/20 Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.19% +45.38%
Mar 2009 - Feb 2010
-34.49%
Mar 2008 - Feb 2009
18.30%
2 Years
+9.95% +32.35%
Mar 2009 - Feb 2011
-19.74%
Mar 2007 - Feb 2009
12.92%
3 Years
+9.74% +26.34%
Apr 1995 - Mar 1998
-11.24%
Apr 2000 - Mar 2003
12.80%
4 Years
+9.68% +24.34%
Feb 1995 - Jan 1999
-6.10%
Mar 2005 - Feb 2009
10.74%
5 Years
+9.57% +23.01%
Jan 1995 - Dec 1999
-3.66%
Mar 2004 - Feb 2009
2.28%
6 Years
+9.46% +20.11%
Apr 1994 - Mar 2000
+1.49%
Jan 2000 - Dec 2005
0.00%
7 Years
+9.40% +18.07%
Oct 1990 - Sep 1997
-0.93%
Mar 2002 - Feb 2009
0.61%
8 Years
+9.35% +17.54%
Jan 1991 - Dec 1998
-1.42%
Mar 2001 - Feb 2009
1.27%
9 Years
+9.25% +17.69%
Jan 1991 - Dec 1999
-2.29%
Mar 2000 - Feb 2009
2.31%
10 Years
+9.10% +16.75%
Oct 1990 - Sep 2000
-0.44%
Mar 1999 - Feb 2009
0.69%
11 Years
+8.90% +16.28%
Jan 1989 - Dec 1999
+0.68%
Mar 1998 - Feb 2009
0.00%
12 Years
+8.64% +16.20%
Dec 1987 - Nov 1999
+2.67%
Jan 2000 - Dec 2011
0.00%
13 Years
+8.40% +15.07%
Jan 1987 - Dec 1999
+3.49%
Jan 2000 - Dec 2012
0.00%
14 Years
+8.27% +13.41%
Jan 1987 - Dec 2000
+4.38%
Oct 1997 - Sep 2011
0.00%
15 Years
+8.21% +11.91%
Jan 1987 - Dec 2001
+4.90%
Sep 2000 - Aug 2015
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
+10.19% +45.38%
Mar 2009 - Feb 2010
-34.49%
Mar 2008 - Feb 2009
18.30%
73 out of 399

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.95% +32.35%
Mar 2009 - Feb 2011
-19.74%
Mar 2007 - Feb 2009
12.92%
50 out of 387

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.74% +26.34%
Apr 1995 - Mar 1998
-11.24%
Apr 2000 - Mar 2003
12.80%
48 out of 375

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.68% +24.34%
Feb 1995 - Jan 1999
-6.10%
Mar 2005 - Feb 2009
10.74%
39 out of 363

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.57% +23.01%
Jan 1995 - Dec 1999
-3.66%
Mar 2004 - Feb 2009
2.28%
8 out of 351

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.46% +20.11%
Apr 1994 - Mar 2000
+1.49%
Jan 2000 - Dec 2005
0.00%
0 out of 339

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.40% +18.07%
Oct 1990 - Sep 1997
-0.93%
Mar 2002 - Feb 2009
0.61%
2 out of 327

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.35% +17.54%
Jan 1991 - Dec 1998
-1.42%
Mar 2001 - Feb 2009
1.27%
4 out of 315

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.25% +17.69%
Jan 1991 - Dec 1999
-2.29%
Mar 2000 - Feb 2009
2.31%
7 out of 303

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+9.10% +16.75%
Oct 1990 - Sep 2000
-0.44%
Mar 1999 - Feb 2009
0.69%
2 out of 291

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.90% +16.28%
Jan 1989 - Dec 1999
+0.68%
Mar 1998 - Feb 2009
0.00%
0 out of 279

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.64% +16.20%
Dec 1987 - Nov 1999
+2.67%
Jan 2000 - Dec 2011
0.00%
0 out of 267

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.40% +15.07%
Jan 1987 - Dec 1999
+3.49%
Jan 2000 - Dec 2012
0.00%
0 out of 255

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.27% +13.41%
Jan 1987 - Dec 2000
+4.38%
Oct 1997 - Sep 2011
0.00%
0 out of 243

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.21% +11.91%
Jan 1987 - Dec 2001
+4.90%
Sep 2000 - Aug 2015
0.00%
0 out of 231

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 80/20 Portfolio: ETF allocation and returns page.

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