Last Update: 28 February 2021

Implementing the Developed World 40/60 Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 5 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 3 years rolling periods, you would have obtained a positive returns 94.81% 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 Developed World 40/60 Portfolio: ETF allocation and returns page.

Rolling Returns

Developed World 40/60 Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.91% +31.23%
Mar 2009 - Feb 2010
-24.26%
Mar 2008 - Feb 2009
20.39%
2 Years
+5.69% +21.27%
Mar 2009 - Feb 2011
-10.71%
Mar 2007 - Feb 2009
14.81%
3 Years
+5.72% +14.64%
Apr 2003 - Mar 2006
-3.96%
Mar 2006 - Feb 2009
5.19%
4 Years
+5.89% +13.71%
Apr 2003 - Mar 2007
-0.72%
Mar 2005 - Feb 2009
0.46%
5 Years
+5.99% +12.34%
Nov 2002 - Oct 2007
+1.39%
Mar 2004 - Feb 2009
0.00%
6 Years
+5.99% +11.02%
Mar 2009 - Feb 2015
+2.59%
Apr 2014 - Mar 2020
0.00%
7 Years
+6.00% +8.60%
Mar 2009 - Feb 2016
+3.26%
Apr 2013 - Mar 2020
0.00%
8 Years
+5.97% +8.51%
Mar 2003 - Feb 2011
+3.04%
Mar 2001 - Feb 2009
0.00%
9 Years
+5.86% +8.60%
Mar 2009 - Feb 2018
+2.66%
Mar 2000 - Feb 2009
0.00%
10 Years
+5.83% +8.14%
Apr 2003 - Mar 2013
+3.76%
Mar 1999 - Feb 2009
0.00%
11 Years
+5.92% +8.06%
Apr 2003 - Mar 2014
+3.79%
Nov 2007 - Oct 2018
0.00%
12 Years
+5.88% +7.81%
Apr 2003 - Mar 2015
+3.88%
Apr 2008 - Mar 2020
0.00%
13 Years
+5.83% +7.14%
Aug 2002 - Jul 2015
+3.86%
Apr 2007 - Mar 2020
0.00%
14 Years
+5.94% +7.01%
Oct 2002 - Sep 2016
+4.35%
Apr 2006 - Mar 2020
0.00%
15 Years
+5.99% +7.11%
Feb 2003 - Jan 2018
+4.82%
Apr 2005 - 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
+5.91% +31.23%
Mar 2009 - Feb 2010
-24.26%
Mar 2008 - Feb 2009
20.39%
52 out of 255

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.69% +21.27%
Mar 2009 - Feb 2011
-10.71%
Mar 2007 - Feb 2009
14.81%
36 out of 243

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.72% +14.64%
Apr 2003 - Mar 2006
-3.96%
Mar 2006 - Feb 2009
5.19%
12 out of 231

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.89% +13.71%
Apr 2003 - Mar 2007
-0.72%
Mar 2005 - Feb 2009
0.46%
1 out of 219

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.99% +12.34%
Nov 2002 - Oct 2007
+1.39%
Mar 2004 - Feb 2009
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
+5.99% +11.02%
Mar 2009 - Feb 2015
+2.59%
Apr 2014 - Mar 2020
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
+6.00% +8.60%
Mar 2009 - Feb 2016
+3.26%
Apr 2013 - Mar 2020
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
+5.97% +8.51%
Mar 2003 - Feb 2011
+3.04%
Mar 2001 - Feb 2009
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
+5.86% +8.60%
Mar 2009 - Feb 2018
+2.66%
Mar 2000 - Feb 2009
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
+5.83% +8.14%
Apr 2003 - Mar 2013
+3.76%
Mar 1999 - Feb 2009
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
+5.92% +8.06%
Apr 2003 - Mar 2014
+3.79%
Nov 2007 - Oct 2018
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
+5.88% +7.81%
Apr 2003 - Mar 2015
+3.88%
Apr 2008 - Mar 2020
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
+5.83% +7.14%
Aug 2002 - Jul 2015
+3.86%
Apr 2007 - Mar 2020
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
+5.94% +7.01%
Oct 2002 - Sep 2016
+4.35%
Apr 2006 - Mar 2020
0.00%
0 out of 99

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.99% +7.11%
Feb 2003 - Jan 2018
+4.82%
Apr 2005 - Mar 2020
0.00%
0 out of 87

In order to have complete information about the portfolio, please refer to the Developed World 40/60 Portfolio: ETF allocation and returns page.

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