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

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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.

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