Last Update: 31 August 2021

Implementing the US Stocks Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 12 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 5 years rolling periods, you would have obtained a positive returns 92.18% of times

All the returns are calculated over the available historical serie, starting from January 1972 until August 2021.

In order to have complete information about the portfolio, please refer to the US Stocks Portfolio: ETF allocation and returns page.

Rolling Returns

US Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.08% +66.73%
Jul 1982 - Jun 1983
-43.33%
Mar 2008 - Feb 2009
21.03%
2 Years
+11.26% +39.52%
Mar 2009 - Feb 2011
-26.16%
Mar 2007 - Feb 2009
13.79%
3 Years
+11.24% +30.70%
Apr 1995 - Mar 1998
-16.22%
Apr 2000 - Mar 2003
12.48%
4 Years
+11.31% +28.06%
Feb 1995 - Jan 1999
-9.36%
Mar 2005 - Feb 2009
11.66%
5 Years
+11.28% +27.25%
Aug 1982 - Jul 1987
-6.14%
Mar 2004 - Feb 2009
7.82%
6 Years
+11.25% +23.42%
Apr 1994 - Mar 2000
-0.12%
Jan 2000 - Dec 2005
0.19%
7 Years
+11.29% +21.23%
Aug 1982 - Jul 1989
-2.98%
Mar 2002 - Feb 2009
1.17%
8 Years
+11.32% +19.76%
Jan 1991 - Dec 1998
-3.60%
Mar 2001 - Feb 2009
2.00%
9 Years
+11.28% +20.20%
Jan 1991 - Dec 1999
-4.86%
Mar 2000 - Feb 2009
2.66%
10 Years
+11.20% +18.89%
Oct 1990 - Sep 2000
-2.47%
Mar 1999 - Feb 2009
2.94%
11 Years
+11.19% +18.22%
Jan 1989 - Dec 1999
-1.07%
Mar 1998 - Feb 2009
0.43%
12 Years
+11.10% +18.14%
Jan 1988 - Dec 1999
+1.28%
Jan 2000 - Dec 2011
0.00%
13 Years
+11.01% +18.92%
Oct 1974 - Sep 1987
+2.38%
Jan 2000 - Dec 2012
0.00%
14 Years
+11.02% +17.42%
Jul 1984 - Jun 1998
+3.47%
Oct 1997 - Sep 2011
0.00%
15 Years
+11.03% +18.21%
Aug 1982 - Jul 1997
+4.37%
Sep 2000 - Aug 2015
0.00%
16 Years
+11.01% +18.13%
Jul 1982 - Jun 1998
+4.30%
Mar 2000 - Feb 2016
0.00%
17 Years
+11.02% +18.21%
Jul 1982 - Jun 1999
+5.03%
Feb 1999 - Jan 2016
0.00%
18 Years
+11.01% +17.96%
Apr 1982 - Mar 2000
+5.62%
Apr 2000 - Mar 2018
0.00%
19 Years
+10.99% +16.96%
Apr 1980 - Mar 1999
+5.27%
Jan 2000 - Dec 2018
0.00%
20 Years
+11.00% +17.30%
Apr 1980 - Mar 2000
+4.98%
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
+12.08% +66.73%
Jul 1982 - Jun 1983
-43.33%
Mar 2008 - Feb 2009
21.03%
123 out of 585

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.26% +39.52%
Mar 2009 - Feb 2011
-26.16%
Mar 2007 - Feb 2009
13.79%
79 out of 573

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.24% +30.70%
Apr 1995 - Mar 1998
-16.22%
Apr 2000 - Mar 2003
12.48%
70 out of 561

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.31% +28.06%
Feb 1995 - Jan 1999
-9.36%
Mar 2005 - Feb 2009
11.66%
64 out of 549

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.28% +27.25%
Aug 1982 - Jul 1987
-6.14%
Mar 2004 - Feb 2009
7.82%
42 out of 537

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.25% +23.42%
Apr 1994 - Mar 2000
-0.12%
Jan 2000 - Dec 2005
0.19%
1 out of 525

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.29% +21.23%
Aug 1982 - Jul 1989
-2.98%
Mar 2002 - Feb 2009
1.17%
6 out of 513

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.32% +19.76%
Jan 1991 - Dec 1998
-3.60%
Mar 2001 - Feb 2009
2.00%
10 out of 501

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.28% +20.20%
Jan 1991 - Dec 1999
-4.86%
Mar 2000 - Feb 2009
2.66%
13 out of 489

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.20% +18.89%
Oct 1990 - Sep 2000
-2.47%
Mar 1999 - Feb 2009
2.94%
14 out of 477

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.19% +18.22%
Jan 1989 - Dec 1999
-1.07%
Mar 1998 - Feb 2009
0.43%
2 out of 465

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.10% +18.14%
Jan 1988 - Dec 1999
+1.28%
Jan 2000 - Dec 2011
0.00%
0 out of 453

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.01% +18.92%
Oct 1974 - Sep 1987
+2.38%
Jan 2000 - Dec 2012
0.00%
0 out of 441

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.02% +17.42%
Jul 1984 - Jun 1998
+3.47%
Oct 1997 - Sep 2011
0.00%
0 out of 429

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.03% +18.21%
Aug 1982 - Jul 1997
+4.37%
Sep 2000 - Aug 2015
0.00%
0 out of 417

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.01% +18.13%
Jul 1982 - Jun 1998
+4.30%
Mar 2000 - Feb 2016
0.00%
0 out of 405

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.02% +18.21%
Jul 1982 - Jun 1999
+5.03%
Feb 1999 - Jan 2016
0.00%
0 out of 393

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.01% +17.96%
Apr 1982 - Mar 2000
+5.62%
Apr 2000 - Mar 2018
0.00%
0 out of 381

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+10.99% +16.96%
Apr 1980 - Mar 1999
+5.27%
Jan 2000 - Dec 2018
0.00%
0 out of 369

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+11.00% +17.30%
Apr 1980 - Mar 2000
+4.98%
Apr 2000 - Mar 2020
0.00%
0 out of 357

In order to have complete information about the portfolio, please refer to the US Stocks Portfolio: ETF allocation and returns page.

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