Last Update: 31 October 2021

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

Considering all 15 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 6 years rolling periods, you would have obtained a positive returns 92.52% of times

All the returns are calculated over the available historical serie, starting from November 1985 until October 2021.

In order to have complete information about the portfolio, please refer to the Technology Portfolio: ETF allocation and returns page.

Rolling Returns

Technology Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+18.12% +124.99%
Mar 1999 - Feb 2000
-67.35%
Oct 2000 - Sep 2001
16.39%
2 Years
+15.94% +93.45%
Jan 1998 - Dec 1999
-51.93%
Sep 2000 - Aug 2002
13.94%
3 Years
+15.05% +77.31%
Apr 1997 - Mar 2000
-38.68%
Apr 2000 - Mar 2003
14.36%
4 Years
+14.62% +64.30%
Apr 1996 - Mar 2000
-24.36%
Apr 2000 - Mar 2004
11.95%
5 Years
+14.33% +58.54%
Mar 1995 - Feb 2000
-19.54%
Apr 2000 - Mar 2005
13.94%
6 Years
+14.04% +50.46%
Apr 1994 - Mar 2000
-14.59%
Apr 2000 - Mar 2006
7.48%
7 Years
+13.81% +43.22%
Apr 1993 - Mar 2000
-12.13%
Apr 2000 - Mar 2007
9.46%
8 Years
+13.65% +38.81%
Sep 1992 - Aug 2000
-10.62%
Apr 2000 - Mar 2008
9.50%
9 Years
+13.48% +38.28%
Jan 1991 - Dec 1999
-13.76%
Mar 2000 - Feb 2009
8.31%
10 Years
+13.27% +35.78%
Sep 1990 - Aug 2000
-8.06%
Mar 2000 - Feb 2010
8.95%
11 Years
+13.01% +33.45%
Apr 1989 - Mar 2000
-5.36%
Apr 2000 - Mar 2011
8.31%
12 Years
+12.64% +31.04%
Apr 1988 - Mar 2000
-3.75%
Mar 2000 - Feb 2012
5.19%
13 Years
+12.17% +28.57%
Jan 1987 - Dec 1999
-3.07%
Mar 2000 - Feb 2013
3.97%
14 Years
+11.72% +27.75%
Mar 1986 - Feb 2000
-1.03%
Apr 2000 - Mar 2014
1.13%
15 Years
+11.17% +25.08%
Nov 1985 - Oct 2000
+0.35%
Apr 2000 - Mar 2015
0.00%
16 Years
+10.91% +17.25%
Dec 1985 - Nov 2001
+0.35%
Mar 2000 - Feb 2016
0.00%
17 Years
+10.87% +16.38%
Nov 1990 - Oct 2007
+1.78%
Apr 2000 - Mar 2017
0.00%
18 Years
+10.91% +16.40%
Oct 2002 - Sep 2020
+2.81%
Apr 2000 - Mar 2018
0.00%
19 Years
+10.86% +17.05%
Oct 2002 - Sep 2021
+3.26%
Mar 2000 - Feb 2019
0.00%
20 Years
+10.87% +14.67%
Dec 1987 - Nov 2007
+3.50%
Apr 2000 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+18.12% +124.99%
Mar 1999 - Feb 2000
-67.35%
Oct 2000 - Sep 2001
16.39%
69 out of 421

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.94% +93.45%
Jan 1998 - Dec 1999
-51.93%
Sep 2000 - Aug 2002
13.94%
57 out of 409

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.05% +77.31%
Apr 1997 - Mar 2000
-38.68%
Apr 2000 - Mar 2003
14.36%
57 out of 397

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.62% +64.30%
Apr 1996 - Mar 2000
-24.36%
Apr 2000 - Mar 2004
11.95%
46 out of 385

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.33% +58.54%
Mar 1995 - Feb 2000
-19.54%
Apr 2000 - Mar 2005
13.94%
52 out of 373

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.04% +50.46%
Apr 1994 - Mar 2000
-14.59%
Apr 2000 - Mar 2006
7.48%
27 out of 361

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.81% +43.22%
Apr 1993 - Mar 2000
-12.13%
Apr 2000 - Mar 2007
9.46%
33 out of 349

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.65% +38.81%
Sep 1992 - Aug 2000
-10.62%
Apr 2000 - Mar 2008
9.50%
32 out of 337

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.48% +38.28%
Jan 1991 - Dec 1999
-13.76%
Mar 2000 - Feb 2009
8.31%
27 out of 325

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.27% +35.78%
Sep 1990 - Aug 2000
-8.06%
Mar 2000 - Feb 2010
8.95%
28 out of 313

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.01% +33.45%
Apr 1989 - Mar 2000
-5.36%
Apr 2000 - Mar 2011
8.31%
25 out of 301

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.64% +31.04%
Apr 1988 - Mar 2000
-3.75%
Mar 2000 - Feb 2012
5.19%
15 out of 289

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.17% +28.57%
Jan 1987 - Dec 1999
-3.07%
Mar 2000 - Feb 2013
3.97%
11 out of 277

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.72% +27.75%
Mar 1986 - Feb 2000
-1.03%
Apr 2000 - Mar 2014
1.13%
3 out of 265

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.17% +25.08%
Nov 1985 - Oct 2000
+0.35%
Apr 2000 - Mar 2015
0.00%
0 out of 253

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.91% +17.25%
Dec 1985 - Nov 2001
+0.35%
Mar 2000 - Feb 2016
0.00%
0 out of 241

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.87% +16.38%
Nov 1990 - Oct 2007
+1.78%
Apr 2000 - Mar 2017
0.00%
0 out of 229

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.91% +16.40%
Oct 2002 - Sep 2020
+2.81%
Apr 2000 - Mar 2018
0.00%
0 out of 217

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.86% +17.05%
Oct 2002 - Sep 2021
+3.26%
Mar 2000 - Feb 2019
0.00%
0 out of 205

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.87% +14.67%
Dec 1987 - Nov 2007
+3.50%
Apr 2000 - Mar 2020
0.00%
0 out of 193

In order to have complete information about the portfolio, please refer to the Technology Portfolio: ETF allocation and returns page.

Share this page