Last Update: 31 July 2022

Implementing the Total Bond Developed World ex-US Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 4 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 97.66% of times

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

In order to have complete information about the portfolio, please refer to the Total Bond Developed World ex-US Portfolio: ETF allocation and returns page.

Rolling Returns

Total Bond Developed World ex-US Portfolio: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.10 31.75
Mar 1985 - Feb 1986
-10.00
Jul 2021 - Jun 2022
10.68%
2 Years
6.92 22.63
Mar 1985 - Feb 1987
-5.14
Jul 2020 - Jun 2022
2.34%
3 Years
6.90 17.37
Oct 1990 - Sep 1993
-2.14
Jul 2019 - Jun 2022
0.96%
4 Years
6.88 14.73
Feb 1990 - Jan 1994
0.29
Jul 2018 - Jun 2022
0.00%
5 Years
6.86 13.50
Jan 1989 - Dec 1993
0.81
Jul 2017 - Jun 2022
0.00%
6 Years
6.89 12.92
Oct 1987 - Sep 1993
0.57
Jul 2016 - Jun 2022
0.00%
7 Years
6.89 13.10
Jan 1985 - Dec 1991
1.60
Jul 2015 - Jun 2022
0.00%
8 Years
6.87 13.47
Mar 1985 - Feb 1993
1.83
Jul 2014 - Jun 2022
0.00%
9 Years
6.82 13.33
Jan 1985 - Dec 1993
2.03
May 2013 - Apr 2022
0.00%
10 Years
6.80 11.30
Mar 1985 - Feb 1995
2.34
Jul 2012 - Jun 2022
0.00%
11 Years
6.79 11.96
Jan 1985 - Dec 1995
3.03
Jul 2011 - Jun 2022
0.00%
12 Years
6.76 11.33
Jan 1985 - Dec 1996
3.09
Jul 2010 - Jun 2022
0.00%
13 Years
6.75 10.25
Mar 1985 - Feb 1998
4.07
Jul 2009 - Jun 2022
0.00%
14 Years
6.72 10.60
Mar 1985 - Feb 1999
4.01
Jul 2008 - Jun 2022
0.00%
15 Years
6.71 9.89
Mar 1985 - Feb 2000
4.14
Jul 2007 - Jun 2022
0.00%
16 Years
6.70 10.00
Mar 1985 - Feb 2001
4.04
Jul 2006 - Jun 2022
0.00%
17 Years
6.69 9.92
Mar 1985 - Feb 2002
3.84
Jul 2005 - Jun 2022
0.00%
18 Years
6.69 9.98
Mar 1985 - Feb 2003
4.10
Jul 2004 - Jun 2022
0.00%
19 Years
6.68 9.59
Mar 1985 - Feb 2004
3.96
Jul 2003 - Jun 2022
0.00%
20 Years
6.69 9.35
Mar 1985 - Feb 2005
4.28
Jul 2002 - Jun 2022
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
+7.10% +31.75%
Mar 1985 - Feb 1986
-10.00%
Jul 2021 - Jun 2022
10.68%
47 out of 440
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
+6.92% +22.63%
Mar 1985 - Feb 1987
-5.14%
Jul 2020 - Jun 2022
2.34%
10 out of 428
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
+6.90% +17.37%
Oct 1990 - Sep 1993
-2.14%
Jul 2019 - Jun 2022
0.96%
4 out of 416
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
+6.88% +14.73%
Feb 1990 - Jan 1994
+0.29%
Jul 2018 - Jun 2022
0.00%
0 out of 404
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
+6.86% +13.50%
Jan 1989 - Dec 1993
+0.81%
Jul 2017 - Jun 2022
0.00%
0 out of 392
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
+6.89% +12.92%
Oct 1987 - Sep 1993
+0.57%
Jul 2016 - Jun 2022
0.00%
0 out of 380
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
+6.89% +13.10%
Jan 1985 - Dec 1991
+1.60%
Jul 2015 - Jun 2022
0.00%
0 out of 368
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
+6.87% +13.47%
Mar 1985 - Feb 1993
+1.83%
Jul 2014 - Jun 2022
0.00%
0 out of 356
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
+6.82% +13.33%
Jan 1985 - Dec 1993
+2.03%
May 2013 - Apr 2022
0.00%
0 out of 344
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
+6.80% +11.30%
Mar 1985 - Feb 1995
+2.34%
Jul 2012 - Jun 2022
0.00%
0 out of 332
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
+6.79% +11.96%
Jan 1985 - Dec 1995
+3.03%
Jul 2011 - Jun 2022
0.00%
0 out of 320
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
+6.76% +11.33%
Jan 1985 - Dec 1996
+3.09%
Jul 2010 - Jun 2022
0.00%
0 out of 308
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
+6.75% +10.25%
Mar 1985 - Feb 1998
+4.07%
Jul 2009 - Jun 2022
0.00%
0 out of 296
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
+6.72% +10.60%
Mar 1985 - Feb 1999
+4.01%
Jul 2008 - Jun 2022
0.00%
0 out of 284
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
+6.71% +9.89%
Mar 1985 - Feb 2000
+4.14%
Jul 2007 - Jun 2022
0.00%
0 out of 272
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
+6.70% +10.00%
Mar 1985 - Feb 2001
+4.04%
Jul 2006 - Jun 2022
0.00%
0 out of 260
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
+6.69% +9.92%
Mar 1985 - Feb 2002
+3.84%
Jul 2005 - Jun 2022
0.00%
0 out of 248
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
+6.69% +9.98%
Mar 1985 - Feb 2003
+4.10%
Jul 2004 - Jun 2022
0.00%
0 out of 236
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
+6.68% +9.59%
Mar 1985 - Feb 2004
+3.96%
Jul 2003 - Jun 2022
0.00%
0 out of 224
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
+6.69% +9.35%
Mar 1985 - Feb 2005
+4.28%
Jul 2002 - Jun 2022
0.00%
0 out of 212
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 Total Bond Developed World ex-US Portfolio: ETF allocation and returns page.

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