Last Update: 31 July 2022

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 91.57% of times

All the returns are calculated over the available historical serie, starting from January 1992 until July 2022.

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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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.29 39.58
Apr 2003 - Mar 2004
-27.21
Mar 2008 - Feb 2009
18.26%
2 Years
7.96 25.94
Mar 2009 - Feb 2011
-14.86
Mar 2007 - Feb 2009
8.43%
3 Years
7.78 20.80
Apr 2003 - Mar 2006
-6.40
Mar 2006 - Feb 2009
4.22%
4 Years
7.74 18.68
Apr 2003 - Mar 2007
-2.30
Mar 2005 - Feb 2009
1.25%
5 Years
7.73 15.84
Nov 2002 - Oct 2007
0.60
Mar 2004 - Feb 2009
0.00%
6 Years
7.68 13.27
Mar 2009 - Feb 2015
2.39
Apr 2014 - Mar 2020
0.00%
7 Years
7.63 11.52
Jun 2000 - May 2007
3.92
Apr 2013 - Mar 2020
0.00%
8 Years
7.64 10.88
Mar 2009 - Feb 2017
3.84
Jul 2014 - Jun 2022
0.00%
9 Years
7.67 10.78
Mar 2009 - Feb 2018
4.21
Mar 2007 - Feb 2016
0.00%
10 Years
7.67 10.54
May 1997 - Apr 2007
4.98
Jun 2007 - May 2017
0.00%
11 Years
7.70 10.52
Feb 1995 - Jan 2006
4.55
Mar 1998 - Feb 2009
0.00%
12 Years
7.75 10.69
Feb 1995 - Jan 2007
4.48
Apr 2008 - Mar 2020
0.00%
13 Years
7.70 10.41
Jul 1994 - Jun 2007
4.05
Apr 2007 - Mar 2020
0.00%
14 Years
7.60 10.33
Dec 1992 - Nov 2006
4.64
Apr 2006 - Mar 2020
0.00%
15 Years
7.59 10.47
Nov 1992 - Oct 2007
4.60
Jul 2007 - Jun 2022
0.00%
16 Years
7.58 9.84
Jan 1992 - Dec 2007
5.33
Jul 2006 - Jun 2022
0.00%
17 Years
7.61 8.57
May 1994 - Apr 2011
5.67
Jul 2005 - Jun 2022
0.00%
18 Years
7.71 8.69
Nov 1992 - Oct 2010
6.04
Jul 2004 - Jun 2022
0.00%
19 Years
7.74 8.89
May 1992 - Apr 2011
6.49
Apr 2001 - Mar 2020
0.00%
20 Years
7.67 8.66
Jul 1994 - Jun 2014
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
+8.29% +39.58%
Apr 2003 - Mar 2004
-27.21%
Mar 2008 - Feb 2009
18.26%
65 out of 356
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
+7.96% +25.94%
Mar 2009 - Feb 2011
-14.86%
Mar 2007 - Feb 2009
8.43%
29 out of 344
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
+7.78% +20.80%
Apr 2003 - Mar 2006
-6.40%
Mar 2006 - Feb 2009
4.22%
14 out of 332
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
+7.74% +18.68%
Apr 2003 - Mar 2007
-2.30%
Mar 2005 - Feb 2009
1.25%
4 out of 320
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
+7.73% +15.84%
Nov 2002 - Oct 2007
+0.60%
Mar 2004 - Feb 2009
0.00%
0 out of 308
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
+7.68% +13.27%
Mar 2009 - Feb 2015
+2.39%
Apr 2014 - Mar 2020
0.00%
0 out of 296
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
+7.63% +11.52%
Jun 2000 - May 2007
+3.92%
Apr 2013 - Mar 2020
0.00%
0 out of 284
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
+7.64% +10.88%
Mar 2009 - Feb 2017
+3.84%
Jul 2014 - Jun 2022
0.00%
0 out of 272
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
+7.67% +10.78%
Mar 2009 - Feb 2018
+4.21%
Mar 2007 - Feb 2016
0.00%
0 out of 260
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
+7.67% +10.54%
May 1997 - Apr 2007
+4.98%
Jun 2007 - May 2017
0.00%
0 out of 248
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
+7.70% +10.52%
Feb 1995 - Jan 2006
+4.55%
Mar 1998 - Feb 2009
0.00%
0 out of 236
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
+7.75% +10.69%
Feb 1995 - Jan 2007
+4.48%
Apr 2008 - Mar 2020
0.00%
0 out of 224
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
+7.70% +10.41%
Jul 1994 - Jun 2007
+4.05%
Apr 2007 - Mar 2020
0.00%
0 out of 212
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
+7.60% +10.33%
Dec 1992 - Nov 2006
+4.64%
Apr 2006 - Mar 2020
0.00%
0 out of 200
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
+7.59% +10.47%
Nov 1992 - Oct 2007
+4.60%
Jul 2007 - Jun 2022
0.00%
0 out of 188
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
+7.58% +9.84%
Jan 1992 - Dec 2007
+5.33%
Jul 2006 - Jun 2022
0.00%
0 out of 176
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
+7.61% +8.57%
May 1994 - Apr 2011
+5.67%
Jul 2005 - Jun 2022
0.00%
0 out of 164
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
+7.71% +8.69%
Nov 1992 - Oct 2010
+6.04%
Jul 2004 - Jun 2022
0.00%
0 out of 152
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
+7.74% +8.89%
May 1992 - Apr 2011
+6.49%
Apr 2001 - Mar 2020
0.00%
0 out of 140
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
+7.67% +8.66%
Jul 1994 - Jun 2014
+6.30%
Apr 2000 - Mar 2020
0.00%
0 out of 128
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 Tim Maurer Simple Money Portfolio: ETF allocation and returns page.

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