Last Update: 28 February 2021
Implementing the Total Bond Developed World Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all 3 years rolling periods, you would have obtained a positive returns 100.00% of times
Considering all 1 year rolling periods, you would have obtained a positive returns 92.94% of times
All the returns are calculated over the available historical serie, starting from January 1999 until February 2021.
In order to have complete information about the portfolio, please refer to the Total Bond Developed World Portfolio: ETF allocation and returns page.
Rolling Returns
Total Bond Developed World Portfolio: annualized rolling and average returns
Return (*) | Negative Periods |
|||
---|---|---|---|---|
Rolling Period | Average | Best | Worst | |
1 Year |
+5.72% |
+20.60% Dec 2008 - Nov 2009 |
-5.78% Mar 2008 - Feb 2009 |
7.06% |
2 Years |
+5.78% |
+15.19% Nov 2008 - Oct 2010 |
-1.25% Dec 2006 - Nov 2008 |
0.82% |
3 Years |
+5.66% |
+11.43% Nov 2008 - Oct 2011 |
+0.76% Dec 2005 - Nov 2008 |
0.00% |
4 Years |
+5.61% |
+11.55% Dec 2008 - Nov 2012 |
+1.72% Dec 2004 - Nov 2008 |
0.00% |
5 Years |
+5.59% |
+9.07% Dec 2008 - Nov 2013 |
+2.65% Dec 2003 - Nov 2008 |
0.00% |
6 Years |
+5.60% |
+8.79% Dec 2008 - Nov 2014 |
+2.96% Dec 2012 - Nov 2018 |
0.00% |
7 Years |
+5.62% |
+7.84% Dec 2008 - Nov 2015 |
+3.48% Nov 2001 - Oct 2008 |
0.00% |
8 Years |
+5.66% |
+7.48% Nov 2008 - Oct 2016 |
+3.52% Mar 2013 - Feb 2021 |
0.00% |
9 Years |
+5.74% |
+6.81% Dec 2008 - Nov 2017 |
+4.07% Mar 2012 - Feb 2021 |
0.00% |
10 Years |
+5.80% |
+6.97% Sep 2000 - Aug 2010 |
+4.50% Sep 2010 - Aug 2020 |
0.00% |
11 Years |
+5.88% |
+6.91% Sep 1999 - Aug 2010 |
+4.78% Mar 2010 - Feb 2021 |
0.00% |
12 Years |
+5.83% |
+6.93% Feb 2000 - Jan 2012 |
+5.01% Dec 2006 - Nov 2018 |
0.00% |
13 Years |
+5.75% |
+7.00% Dec 1999 - Nov 2012 |
+4.85% Mar 2008 - Feb 2021 |
0.00% |
14 Years |
+5.68% |
+6.55% Feb 2000 - Jan 2014 |
+4.98% Dec 2004 - Nov 2018 |
0.00% |
15 Years |
+5.62% |
+6.72% Feb 2000 - Jan 2015 |
+4.89% Jun 2003 - May 2018 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.72% |
+20.60% Dec 2008 - Nov 2009 |
-5.78% Mar 2008 - Feb 2009 |
7.06% 18 out of 255 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.78% |
+15.19% Nov 2008 - Oct 2010 |
-1.25% Dec 2006 - Nov 2008 |
0.82% 2 out of 243 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.66% |
+11.43% Nov 2008 - Oct 2011 |
+0.76% Dec 2005 - Nov 2008 |
0.00% 0 out of 231 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.61% |
+11.55% Dec 2008 - Nov 2012 |
+1.72% Dec 2004 - Nov 2008 |
0.00% 0 out of 219 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.59% |
+9.07% Dec 2008 - Nov 2013 |
+2.65% Dec 2003 - Nov 2008 |
0.00% 0 out of 207 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.60% |
+8.79% Dec 2008 - Nov 2014 |
+2.96% Dec 2012 - Nov 2018 |
0.00% 0 out of 195 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.62% |
+7.84% Dec 2008 - Nov 2015 |
+3.48% Nov 2001 - Oct 2008 |
0.00% 0 out of 183 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.66% |
+7.48% Nov 2008 - Oct 2016 |
+3.52% Mar 2013 - Feb 2021 |
0.00% 0 out of 171 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.74% |
+6.81% Dec 2008 - Nov 2017 |
+4.07% Mar 2012 - Feb 2021 |
0.00% 0 out of 159 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.80% |
+6.97% Sep 2000 - Aug 2010 |
+4.50% Sep 2010 - Aug 2020 |
0.00% 0 out of 147 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.88% |
+6.91% Sep 1999 - Aug 2010 |
+4.78% Mar 2010 - Feb 2021 |
0.00% 0 out of 135 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.83% |
+6.93% Feb 2000 - Jan 2012 |
+5.01% Dec 2006 - Nov 2018 |
0.00% 0 out of 123 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.75% |
+7.00% Dec 1999 - Nov 2012 |
+4.85% Mar 2008 - Feb 2021 |
0.00% 0 out of 111 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.68% |
+6.55% Feb 2000 - Jan 2014 |
+4.98% Dec 2004 - Nov 2018 |
0.00% 0 out of 99 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+5.62% |
+6.72% Feb 2000 - Jan 2015 |
+4.89% Jun 2003 - May 2018 |
0.00% 0 out of 87 |
In order to have complete information about the portfolio, please refer to the Total Bond Developed World Portfolio: ETF allocation and returns page.