Last Update: 31 July 2022

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 4 years rolling periods, you would have obtained a positive returns 93.04% of times

All the returns are calculated over the available historical serie, starting from January 1972 until July 2022.

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

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
11.06 58.54
Jul 1982 - Jun 1983
-34.49
Mar 2008 - Feb 2009
20.13%
2 Years
10.69 32.35
Mar 2009 - Feb 2011
-19.74
Mar 2007 - Feb 2009
12.16%
3 Years
10.67 27.36
Aug 1984 - Jul 1987
-11.24
Apr 2000 - Mar 2003
10.66%
4 Years
10.70 25.84
Jul 1982 - Jun 1986
-6.11
Mar 2005 - Feb 2009
6.96%
5 Years
10.70 24.87
Aug 1982 - Jul 1987
-3.66
Mar 2004 - Feb 2009
1.46%
6 Years
10.69 20.69
Oct 1981 - Sep 1987
1.49
Jan 2000 - Dec 2005
0.00%
7 Years
10.71 19.88
Apr 1980 - Mar 1987
-0.93
Mar 2002 - Feb 2009
0.38%
8 Years
10.75 18.42
Mar 1979 - Feb 1987
-1.42
Mar 2001 - Feb 2009
0.78%
9 Years
10.76 18.05
Mar 1978 - Feb 1987
-2.29
Mar 2000 - Feb 2009
1.40%
10 Years
10.73 16.84
Sep 1977 - Aug 1987
-0.44
Mar 1999 - Feb 2009
0.41%
11 Years
10.72 16.28
Jan 1989 - Dec 1999
0.68
Mar 1998 - Feb 2009
0.00%
12 Years
10.67 16.30
Oct 1974 - Sep 1986
2.67
Jan 2000 - Dec 2011
0.00%
13 Years
10.63 17.23
Oct 1974 - Sep 1987
3.49
Jan 2000 - Dec 2012
0.00%
14 Years
10.55 16.12
Jul 1984 - Jun 1998
4.38
Oct 1997 - Sep 2011
0.00%
15 Years
10.54 16.79
Aug 1982 - Jul 1997
4.90
Sep 2000 - Aug 2015
0.00%
16 Years
10.52 16.76
Jul 1982 - Jun 1998
4.86
Mar 2000 - Feb 2016
0.00%
17 Years
10.53 16.73
Jul 1982 - Jun 1999
5.36
Feb 1999 - Jan 2016
0.00%
18 Years
10.52 16.49
Apr 1982 - Mar 2000
5.78
Apr 2000 - Mar 2018
0.00%
19 Years
10.53 15.84
Apr 1980 - Mar 1999
5.47
Jan 2000 - Dec 2018
0.00%
20 Years
10.51 16.03
Apr 1980 - Mar 2000
5.30
Apr 2000 - Mar 2020
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
+11.06% +58.54%
Jul 1982 - Jun 1983
-34.49%
Mar 2008 - Feb 2009
20.13%
120 out of 596
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
+10.69% +32.35%
Mar 2009 - Feb 2011
-19.74%
Mar 2007 - Feb 2009
12.16%
71 out of 584
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
+10.67% +27.36%
Aug 1984 - Jul 1987
-11.24%
Apr 2000 - Mar 2003
10.66%
61 out of 572
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
+10.70% +25.84%
Jul 1982 - Jun 1986
-6.11%
Mar 2005 - Feb 2009
6.96%
39 out of 560
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
+10.70% +24.87%
Aug 1982 - Jul 1987
-3.66%
Mar 2004 - Feb 2009
1.46%
8 out of 548
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
+10.69% +20.69%
Oct 1981 - Sep 1987
+1.49%
Jan 2000 - Dec 2005
0.00%
0 out of 536
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
+10.71% +19.88%
Apr 1980 - Mar 1987
-0.93%
Mar 2002 - Feb 2009
0.38%
2 out of 524
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
+10.75% +18.42%
Mar 1979 - Feb 1987
-1.42%
Mar 2001 - Feb 2009
0.78%
4 out of 512
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
+10.76% +18.05%
Mar 1978 - Feb 1987
-2.29%
Mar 2000 - Feb 2009
1.40%
7 out of 500
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
+10.73% +16.84%
Sep 1977 - Aug 1987
-0.44%
Mar 1999 - Feb 2009
0.41%
2 out of 488
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
+10.72% +16.28%
Jan 1989 - Dec 1999
+0.68%
Mar 1998 - Feb 2009
0.00%
0 out of 476
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
+10.67% +16.30%
Oct 1974 - Sep 1986
+2.67%
Jan 2000 - Dec 2011
0.00%
0 out of 464
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
+10.63% +17.23%
Oct 1974 - Sep 1987
+3.49%
Jan 2000 - Dec 2012
0.00%
0 out of 452
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.55% +16.12%
Jul 1984 - Jun 1998
+4.38%
Oct 1997 - Sep 2011
0.00%
0 out of 440
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.54% +16.79%
Aug 1982 - Jul 1997
+4.90%
Sep 2000 - Aug 2015
0.00%
0 out of 428
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.52% +16.76%
Jul 1982 - Jun 1998
+4.86%
Mar 2000 - Feb 2016
0.00%
0 out of 416
16 Years Annualized Rolling Returns over time
16 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.53% +16.73%
Jul 1982 - Jun 1999
+5.36%
Feb 1999 - Jan 2016
0.00%
0 out of 404
17 Years Annualized Rolling Returns over time
17 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.52% +16.49%
Apr 1982 - Mar 2000
+5.78%
Apr 2000 - Mar 2018
0.00%
0 out of 392
18 Years Annualized Rolling Returns over time
18 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.53% +15.84%
Apr 1980 - Mar 1999
+5.47%
Jan 2000 - Dec 2018
0.00%
0 out of 380
19 Years Annualized Rolling Returns over time
19 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.51% +16.03%
Apr 1980 - Mar 2000
+5.30%
Apr 2000 - Mar 2020
0.00%
0 out of 368
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

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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