Last Update: 31 October 2021

Implementing the Tim Maurer Simple Money Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 5 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 2 years rolling periods, you would have obtained a positive returns 90.30% of times

All the returns are calculated over the available historical serie, starting from January 1995 until October 2021.

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

Rolling Returns

Tim Maurer Simple Money Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.28% +39.58%
Apr 2003 - Mar 2004
-27.21%
Mar 2008 - Feb 2009
18.65%
2 Years
+7.68% +25.94%
Mar 2009 - Feb 2011
-14.86%
Mar 2007 - Feb 2009
9.70%
3 Years
+7.50% +20.80%
Apr 2003 - Mar 2006
-6.40%
Mar 2006 - Feb 2009
4.88%
4 Years
+7.48% +18.68%
Apr 2003 - Mar 2007
-2.30%
Mar 2005 - Feb 2009
1.45%
5 Years
+7.46% +15.84%
Nov 2002 - Oct 2007
+0.60%
Mar 2004 - Feb 2009
0.00%
6 Years
+7.42% +13.27%
Mar 2009 - Feb 2015
+2.39%
Apr 2014 - Mar 2020
0.00%
7 Years
+7.46% +11.52%
Jun 2000 - May 2007
+3.92%
Apr 2013 - Mar 2020
0.00%
8 Years
+7.58% +10.88%
Mar 2009 - Feb 2017
+4.00%
Mar 2001 - Feb 2009
0.00%
9 Years
+7.65% +10.78%
Mar 2009 - Feb 2018
+4.21%
Mar 2007 - Feb 2016
0.00%
10 Years
+7.59% +10.54%
May 1997 - Apr 2007
+4.98%
Jun 2007 - May 2017
0.00%
11 Years
+7.53% +10.52%
Feb 1995 - Jan 2006
+4.55%
Mar 1998 - Feb 2009
0.00%
12 Years
+7.42% +10.69%
Feb 1995 - Jan 2007
+4.48%
Apr 2008 - Mar 2020
0.00%
13 Years
+7.23% +10.21%
Jan 1995 - Dec 2007
+4.05%
Apr 2007 - Mar 2020
0.00%
14 Years
+7.24% +8.83%
Apr 2003 - Mar 2017
+4.64%
Apr 2006 - Mar 2020
0.00%
15 Years
+7.43% +8.99%
Feb 2003 - Jan 2018
+5.28%
Apr 2005 - Mar 2020
0.00%
16 Years
+7.53% +8.77%
Feb 1995 - Jan 2011
+5.57%
Apr 2004 - Mar 2020
0.00%
17 Years
+7.59% +8.38%
Mar 1995 - Feb 2012
+6.58%
Nov 2003 - Oct 2020
0.00%
18 Years
+7.64% +8.56%
Apr 2003 - Mar 2021
+6.56%
Apr 2002 - Mar 2020
0.00%
19 Years
+7.55% +8.81%
Jan 1995 - Dec 2013
+6.49%
Apr 2001 - Mar 2020
0.00%
20 Years
+7.44% +8.50%
Mar 1995 - Feb 2015
+6.30%
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
+8.28% +39.58%
Apr 2003 - Mar 2004
-27.21%
Mar 2008 - Feb 2009
18.65%
58 out of 311

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.68% +25.94%
Mar 2009 - Feb 2011
-14.86%
Mar 2007 - Feb 2009
9.70%
29 out of 299

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.50% +20.80%
Apr 2003 - Mar 2006
-6.40%
Mar 2006 - Feb 2009
4.88%
14 out of 287

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.48% +18.68%
Apr 2003 - Mar 2007
-2.30%
Mar 2005 - Feb 2009
1.45%
4 out of 275

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.46% +15.84%
Nov 2002 - Oct 2007
+0.60%
Mar 2004 - Feb 2009
0.00%
0 out of 263

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.42% +13.27%
Mar 2009 - Feb 2015
+2.39%
Apr 2014 - Mar 2020
0.00%
0 out of 251

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.46% +11.52%
Jun 2000 - May 2007
+3.92%
Apr 2013 - Mar 2020
0.00%
0 out of 239

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.58% +10.88%
Mar 2009 - Feb 2017
+4.00%
Mar 2001 - Feb 2009
0.00%
0 out of 227

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.65% +10.78%
Mar 2009 - Feb 2018
+4.21%
Mar 2007 - Feb 2016
0.00%
0 out of 215

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.59% +10.54%
May 1997 - Apr 2007
+4.98%
Jun 2007 - May 2017
0.00%
0 out of 203

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.53% +10.52%
Feb 1995 - Jan 2006
+4.55%
Mar 1998 - Feb 2009
0.00%
0 out of 191

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.42% +10.69%
Feb 1995 - Jan 2007
+4.48%
Apr 2008 - Mar 2020
0.00%
0 out of 179

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.23% +10.21%
Jan 1995 - Dec 2007
+4.05%
Apr 2007 - Mar 2020
0.00%
0 out of 167

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.24% +8.83%
Apr 2003 - Mar 2017
+4.64%
Apr 2006 - Mar 2020
0.00%
0 out of 155

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.43% +8.99%
Feb 2003 - Jan 2018
+5.28%
Apr 2005 - Mar 2020
0.00%
0 out of 143

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.53% +8.77%
Feb 1995 - Jan 2011
+5.57%
Apr 2004 - Mar 2020
0.00%
0 out of 131

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.59% +8.38%
Mar 1995 - Feb 2012
+6.58%
Nov 2003 - Oct 2020
0.00%
0 out of 119

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.64% +8.56%
Apr 2003 - Mar 2021
+6.56%
Apr 2002 - Mar 2020
0.00%
0 out of 107

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.55% +8.81%
Jan 1995 - Dec 2013
+6.49%
Apr 2001 - Mar 2020
0.00%
0 out of 95

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.44% +8.50%
Mar 1995 - Feb 2015
+6.30%
Apr 2000 - Mar 2020
0.00%
0 out of 83

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

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