Technology Portfolio: Rolling Returns

Data Source: from January 1971 to March 2024 (~53 years)
Consolidated Returns as of 31 March 2024

Holding the Technology Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~53 years), the longest period with a negative return lasted 174 months (from April 2000 to September 2014).

This means that every rolling period of 175 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Technology Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

TECHNOLOGY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to March 2024

The annualized return of the last 10 years has been 18.58% (updated at Mar 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

TECHNOLOGY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1971 - 31 March 2024 (~53 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +16.67% +124.99%
Mar 1999 - Feb 2000 		-67.35%
Oct 2000 - Sep 2001 		20.86%
131 out of 628
US Inflation Adjusted +11.71% +117.98%
Mar 1999 - Feb 2000 		-68.17%
Oct 2000 - Sep 2001 		26.27%
165 out of 628
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.07% +93.45%
Jan 1998 - Dec 1999 		-51.92%
Sep 2000 - Aug 2002 		17.05%
105 out of 616
US Inflation Adjusted +9.47% +89.39%
Jan 1998 - Dec 1999 		-52.97%
Sep 2000 - Aug 2002 		23.86%
147 out of 616
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.91% +77.31%
Apr 1997 - Mar 2000 		-38.68%
Apr 2000 - Mar 2003 		15.23%
92 out of 604
US Inflation Adjusted +9.70% +73.35%
Apr 1997 - Mar 2000 		-40.15%
Apr 2000 - Mar 2003 		20.20%
122 out of 604
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.25% +64.30%
Apr 1996 - Mar 2000 		-24.35%
Apr 2000 - Mar 2004 		13.68%
81 out of 592
US Inflation Adjusted +10.27% +60.45%
Apr 1996 - Mar 2000 		-26.04%
Apr 2000 - Mar 2004 		18.58%
110 out of 592
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.14% +58.54%
Mar 1995 - Feb 2000 		-19.54%
Apr 2000 - Mar 2005 		13.79%
80 out of 580
US Inflation Adjusted +9.21% +54.80%
Mar 1995 - Feb 2000 		-21.47%
Apr 2000 - Mar 2005 		17.41%
101 out of 580
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.24% +50.46%
Apr 1994 - Mar 2000 		-14.59%
Sep 2000 - Aug 2006 		8.80%
50 out of 568
US Inflation Adjusted +9.05% +46.73%
Apr 1994 - Mar 2000 		-16.92%
Sep 2000 - Aug 2006 		14.26%
81 out of 568
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.54% +43.22%
Apr 1993 - Mar 2000 		-12.13%
Apr 2000 - Mar 2007 		6.29%
35 out of 556
US Inflation Adjusted +9.00% +39.70%
Mar 1993 - Feb 2000 		-14.40%
Apr 2000 - Mar 2007 		14.39%
80 out of 556
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.63% +38.81%
Sep 1992 - Aug 2000 		-10.62%
Apr 2000 - Mar 2008 		5.88%
32 out of 544
US Inflation Adjusted +9.11% +35.31%
Sep 1992 - Aug 2000 		-13.06%
Apr 2000 - Mar 2008 		13.79%
75 out of 544
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.84% +38.28%
Jan 1991 - Dec 1999 		-13.76%
Mar 2000 - Feb 2009 		5.08%
27 out of 532
US Inflation Adjusted +9.32% +34.80%
Jan 1991 - Dec 1999 		-15.88%
Mar 2000 - Feb 2009 		12.59%
67 out of 532
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.93% +35.78%
Sep 1990 - Aug 2000 		-8.06%
Mar 2000 - Feb 2010 		5.38%
28 out of 520
US Inflation Adjusted +9.59% +32.14%
Sep 1990 - Aug 2000 		-10.29%
Mar 2000 - Feb 2010 		10.58%
55 out of 520
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.64% +33.45%
Apr 1989 - Mar 2000 		-5.36%
Apr 2000 - Mar 2011 		4.92%
25 out of 508
US Inflation Adjusted +9.33% +29.44%
Apr 1989 - Mar 2000 		-7.62%
Apr 2000 - Mar 2011 		13.98%
71 out of 508
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.47% +31.04%
Apr 1988 - Mar 2000 		-3.75%
Mar 2000 - Feb 2012 		3.02%
15 out of 496
US Inflation Adjusted +9.80% +26.92%
Apr 1988 - Mar 2000 		-6.08%
Mar 2000 - Feb 2012 		8.67%
43 out of 496
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.53% +28.57%
Jan 1987 - Dec 1999 		-3.07%
Mar 2000 - Feb 2013 		2.27%
11 out of 484
US Inflation Adjusted +9.68% +24.47%
Jan 1987 - Dec 1999 		-5.39%
Mar 2000 - Feb 2013 		9.30%
45 out of 484
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.24% +27.75%
Mar 1986 - Feb 2000 		-1.03%
Apr 2000 - Mar 2014 		0.64%
3 out of 472
US Inflation Adjusted +9.66% +23.82%
Mar 1986 - Feb 2000 		-3.28%
Apr 2000 - Mar 2014 		4.03%
19 out of 472
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.46% +27.95%
Apr 1985 - Mar 2000 		+0.35%
Apr 2000 - Mar 2015 		0.00%
0 out of 460
US Inflation Adjusted +9.47% +23.99%
Apr 1985 - Mar 2000 		-1.78%
Apr 2000 - Mar 2015 		2.17%
10 out of 460
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.39% +26.84%
Apr 1984 - Mar 2000 		+0.35%
Mar 2000 - Feb 2016 		0.00%
0 out of 448
US Inflation Adjusted +9.17% +22.88%
Apr 1984 - Mar 2000 		-1.72%
Mar 2000 - Feb 2016 		1.56%
7 out of 448
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.40% +24.61%
Mar 1983 - Feb 2000 		+1.78%
Apr 2000 - Mar 2017 		0.00%
0 out of 436
US Inflation Adjusted +9.11% +20.63%
Mar 1983 - Feb 2000 		-0.33%
Mar 2000 - Feb 2017 		0.46%
2 out of 436
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.10% +26.00%
Apr 1982 - Mar 2000 		+2.81%
Apr 2000 - Mar 2018 		0.00%
0 out of 424
US Inflation Adjusted +9.17% +21.93%
Apr 1982 - Mar 2000 		+0.33%
Nov 1972 - Oct 1990 		0.00%
0 out of 424
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.58% +23.53%
Mar 1981 - Feb 2000 		+3.26%
Mar 2000 - Feb 2019 		0.00%
0 out of 412
US Inflation Adjusted +9.11% +19.32%
Mar 1981 - Feb 2000 		+1.11%
Mar 2000 - Feb 2019 		0.00%
0 out of 412
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.51% +24.94%
Apr 1980 - Mar 2000 		+3.50%
Apr 2000 - Mar 2020 		0.00%
0 out of 400
US Inflation Adjusted +9.13% +20.29%
Apr 1980 - Mar 2000 		+1.39%
Apr 2000 - Mar 2020 		0.00%
0 out of 400
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Technology Portfolio: ETF allocation and returns page.