Last Update: 31 July 2022

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 92.70% of times

All the returns are calculated over the available historical serie, starting from November 1985 until July 2022.

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
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
17.86 124.99
Mar 1999 - Feb 2000
-67.35
Oct 2000 - Sep 2001
16.98%
2 Years
16.14 93.45
Jan 1998 - Dec 1999
-51.92
Sep 2000 - Aug 2002
13.64%
3 Years
15.28 77.31
Apr 1997 - Mar 2000
-38.68
Apr 2000 - Mar 2003
14.04%
4 Years
14.75 64.30
Apr 1996 - Mar 2000
-24.35
Apr 2000 - Mar 2004
11.68%
5 Years
14.51 58.54
Mar 1995 - Feb 2000
-19.54
Apr 2000 - Mar 2005
13.61%
6 Years
14.23 50.46
Apr 1994 - Mar 2000
-14.59
Sep 2000 - Aug 2006
7.30%
7 Years
13.94 43.22
Apr 1993 - Mar 2000
-12.13
Apr 2000 - Mar 2007
9.22%
8 Years
13.79 38.81
Sep 1992 - Aug 2000
-10.62
Apr 2000 - Mar 2008
9.25%
9 Years
13.66 38.28
Jan 1991 - Dec 1999
-13.76
Mar 2000 - Feb 2009
8.08%
10 Years
13.45 35.78
Sep 1990 - Aug 2000
-8.06
Mar 2000 - Feb 2010
8.70%
11 Years
13.18 33.45
Apr 1989 - Mar 2000
-5.36
Apr 2000 - Mar 2011
8.06%
12 Years
12.85 31.04
Apr 1988 - Mar 2000
-3.75
Mar 2000 - Feb 2012
5.03%
13 Years
12.45 28.57
Jan 1987 - Dec 1999
-3.07
Mar 2000 - Feb 2013
3.85%
14 Years
11.87 27.75
Mar 1986 - Feb 2000
-1.03
Apr 2000 - Mar 2014
1.09%
15 Years
11.32 25.08
Nov 1985 - Oct 2000
0.35
Apr 2000 - Mar 2015
0.00%
16 Years
11.07 17.25
Dec 1985 - Nov 2001
0.35
Mar 2000 - Feb 2016
0.00%
17 Years
11.01 16.38
Nov 1990 - Oct 2007
1.78
Apr 2000 - Mar 2017
0.00%
18 Years
11.04 16.40
Oct 2002 - Sep 2020
2.81
Apr 2000 - Mar 2018
0.00%
19 Years
11.03 17.05
Oct 2002 - Sep 2021
3.26
Mar 2000 - Feb 2019
0.00%
20 Years
10.97 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
+17.86% +124.99%
Mar 1999 - Feb 2000
-67.35%
Oct 2000 - Sep 2001
16.98%
73 out of 430
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+16.14% +93.45%
Jan 1998 - Dec 1999
-51.92%
Sep 2000 - Aug 2002
13.64%
57 out of 418
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+15.28% +77.31%
Apr 1997 - Mar 2000
-38.68%
Apr 2000 - Mar 2003
14.04%
57 out of 406
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.75% +64.30%
Apr 1996 - Mar 2000
-24.35%
Apr 2000 - Mar 2004
11.68%
46 out of 394
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.51% +58.54%
Mar 1995 - Feb 2000
-19.54%
Apr 2000 - Mar 2005
13.61%
52 out of 382
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+14.23% +50.46%
Apr 1994 - Mar 2000
-14.59%
Sep 2000 - Aug 2006
7.30%
27 out of 370
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.94% +43.22%
Apr 1993 - Mar 2000
-12.13%
Apr 2000 - Mar 2007
9.22%
33 out of 358
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.79% +38.81%
Sep 1992 - Aug 2000
-10.62%
Apr 2000 - Mar 2008
9.25%
32 out of 346
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.66% +38.28%
Jan 1991 - Dec 1999
-13.76%
Mar 2000 - Feb 2009
8.08%
27 out of 334
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.45% +35.78%
Sep 1990 - Aug 2000
-8.06%
Mar 2000 - Feb 2010
8.70%
28 out of 322
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+13.18% +33.45%
Apr 1989 - Mar 2000
-5.36%
Apr 2000 - Mar 2011
8.06%
25 out of 310
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.85% +31.04%
Apr 1988 - Mar 2000
-3.75%
Mar 2000 - Feb 2012
5.03%
15 out of 298
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+12.45% +28.57%
Jan 1987 - Dec 1999
-3.07%
Mar 2000 - Feb 2013
3.85%
11 out of 286
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.87% +27.75%
Mar 1986 - Feb 2000
-1.03%
Apr 2000 - Mar 2014
1.09%
3 out of 274
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.32% +25.08%
Nov 1985 - Oct 2000
+0.35%
Apr 2000 - Mar 2015
0.00%
0 out of 262
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.07% +17.25%
Dec 1985 - Nov 2001
+0.35%
Mar 2000 - Feb 2016
0.00%
0 out of 250
16 Years Annualized Rolling Returns over time
16 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.01% +16.38%
Nov 1990 - Oct 2007
+1.78%
Apr 2000 - Mar 2017
0.00%
0 out of 238
17 Years Annualized Rolling Returns over time
17 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.04% +16.40%
Oct 2002 - Sep 2020
+2.81%
Apr 2000 - Mar 2018
0.00%
0 out of 226
18 Years Annualized Rolling Returns over time
18 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.03% +17.05%
Oct 2002 - Sep 2021
+3.26%
Mar 2000 - Feb 2019
0.00%
0 out of 214
19 Years Annualized Rolling Returns over time
19 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.97% +14.67%
Dec 1987 - Nov 2007
+3.50%
Apr 2000 - Mar 2020
0.00%
0 out of 202
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 Technology Portfolio: ETF allocation and returns page.

Share this page