Last Update: 31 July 2022
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 92.34% of times
All the returns are calculated over the available historical serie, starting from January 1972 until July 2022.
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
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
12.09 |
66.73 Jul 1982 - Jun 1983 |
-43.33 Mar 2008 - Feb 2009 |
21.31% |
2 Years |
11.46 |
39.52 Mar 2009 - Feb 2011 |
-26.16 Mar 2007 - Feb 2009 |
13.53% |
3 Years |
11.36 |
30.70 Apr 1995 - Mar 1998 |
-16.22 Apr 2000 - Mar 2003 |
12.24% |
4 Years |
11.37 |
28.06 Feb 1995 - Jan 1999 |
-9.35 Mar 2005 - Feb 2009 |
11.43% |
5 Years |
11.36 |
27.25 Aug 1982 - Jul 1987 |
-6.14 Mar 2004 - Feb 2009 |
7.66% |
6 Years |
11.33 |
23.42 Apr 1994 - Mar 2000 |
-0.12 Jan 2000 - Dec 2005 |
0.19% |
7 Years |
11.32 |
21.23 Aug 1982 - Jul 1989 |
-2.98 Mar 2002 - Feb 2009 |
1.15% |
8 Years |
11.35 |
19.76 Jan 1991 - Dec 1998 |
-3.60 Mar 2001 - Feb 2009 |
1.95% |
9 Years |
11.34 |
20.20 Jan 1991 - Dec 1999 |
-4.86 Mar 2000 - Feb 2009 |
2.60% |
10 Years |
11.28 |
18.89 Oct 1990 - Sep 2000 |
-2.47 Mar 1999 - Feb 2009 |
2.87% |
11 Years |
11.25 |
18.22 Jan 1989 - Dec 1999 |
-1.07 Mar 1998 - Feb 2009 |
0.42% |
12 Years |
11.18 |
18.14 Jan 1988 - Dec 1999 |
1.28 Jan 2000 - Dec 2011 |
0.00% |
13 Years |
11.11 |
18.92 Oct 1974 - Sep 1987 |
2.38 Jan 2000 - Dec 2012 |
0.00% |
14 Years |
11.01 |
17.42 Jul 1984 - Jun 1998 |
3.47 Oct 1997 - Sep 2011 |
0.00% |
15 Years |
11.00 |
18.21 Aug 1982 - Jul 1997 |
4.37 Sep 2000 - Aug 2015 |
0.00% |
16 Years |
10.99 |
18.13 Jul 1982 - Jun 1998 |
4.30 Mar 2000 - Feb 2016 |
0.00% |
17 Years |
11.00 |
18.21 Jul 1982 - Jun 1999 |
5.03 Feb 1999 - Jan 2016 |
0.00% |
18 Years |
10.99 |
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 |
10.96 |
17.30 Apr 1980 - Mar 2000 |
4.98 Apr 2000 - Mar 2020 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+12.09% |
+66.73% Jul 1982 - Jun 1983 |
-43.33% Mar 2008 - Feb 2009 |
21.31% 127 out of 596 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.46% |
+39.52% Mar 2009 - Feb 2011 |
-26.16% Mar 2007 - Feb 2009 |
13.53% 79 out of 584 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.36% |
+30.70% Apr 1995 - Mar 1998 |
-16.22% Apr 2000 - Mar 2003 |
12.24% 70 out of 572 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.37% |
+28.06% Feb 1995 - Jan 1999 |
-9.35% Mar 2005 - Feb 2009 |
11.43% 64 out of 560 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.36% |
+27.25% Aug 1982 - Jul 1987 |
-6.14% Mar 2004 - Feb 2009 |
7.66% 42 out of 548 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.33% |
+23.42% Apr 1994 - Mar 2000 |
-0.12% Jan 2000 - Dec 2005 |
0.19% 1 out of 536 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.32% |
+21.23% Aug 1982 - Jul 1989 |
-2.98% Mar 2002 - Feb 2009 |
1.15% 6 out of 524 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.35% |
+19.76% Jan 1991 - Dec 1998 |
-3.60% Mar 2001 - Feb 2009 |
1.95% 10 out of 512 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.34% |
+20.20% Jan 1991 - Dec 1999 |
-4.86% Mar 2000 - Feb 2009 |
2.60% 13 out of 500 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.28% |
+18.89% Oct 1990 - Sep 2000 |
-2.47% Mar 1999 - Feb 2009 |
2.87% 14 out of 488 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.25% |
+18.22% Jan 1989 - Dec 1999 |
-1.07% Mar 1998 - Feb 2009 |
0.42% 2 out of 476 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.18% |
+18.14% Jan 1988 - Dec 1999 |
+1.28% Jan 2000 - Dec 2011 |
0.00% 0 out of 464 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.11% |
+18.92% Oct 1974 - Sep 1987 |
+2.38% Jan 2000 - Dec 2012 |
0.00% 0 out of 452 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.01% |
+17.42% Jul 1984 - Jun 1998 |
+3.47% Oct 1997 - Sep 2011 |
0.00% 0 out of 440 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.00% |
+18.21% Aug 1982 - Jul 1997 |
+4.37% Sep 2000 - Aug 2015 |
0.00% 0 out of 428 |
Annualized Rolling Returns - 16 Years (192 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.99% |
+18.13% Jul 1982 - Jun 1998 |
+4.30% Mar 2000 - Feb 2016 |
0.00% 0 out of 416 |
Annualized Rolling Returns - 17 Years (204 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.00% |
+18.21% Jul 1982 - Jun 1999 |
+5.03% Feb 1999 - Jan 2016 |
0.00% 0 out of 404 |
Annualized Rolling Returns - 18 Years (216 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.99% |
+17.96% Apr 1982 - Mar 2000 |
+5.62% Apr 2000 - Mar 2018 |
0.00% 0 out of 392 |
Annualized Rolling Returns - 19 Years (228 months)
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 380 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.96% |
+17.30% Apr 1980 - Mar 2000 |
+4.98% Apr 2000 - Mar 2020 |
0.00% 0 out of 368 |
In order to have complete information about the portfolio, please refer to the US Stocks Portfolio: ETF allocation and returns page.