Developed World 80/20 Portfolio: Rolling Returns

Last Update: 28 February 2021

Implementing the Developed World 80/20 Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 10 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 91.30% 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 80/20 Portfolio: ETF allocation and returns page.

Rolling Returns

Developed World 80/20 Portfolio: annualized rolling and average returns

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

Annualized Rolling Returns - 2 Years (24 months)

Annualized Rolling Returns - 3 Years (36 months)

Annualized Rolling Returns - 4 Years (48 months)

Annualized Rolling Returns - 5 Years (60 months)

Annualized Rolling Returns - 6 Years (72 months)

Annualized Rolling Returns - 7 Years (84 months)

Annualized Rolling Returns - 8 Years (96 months)

Annualized Rolling Returns - 9 Years (108 months)

Annualized Rolling Returns - 10 Years (120 months)

Annualized Rolling Returns - 11 Years (132 months)

Annualized Rolling Returns - 12 Years (144 months)

Annualized Rolling Returns - 13 Years (156 months)

Annualized Rolling Returns - 14 Years (168 months)

Annualized Rolling Returns - 15 Years (180 months)

In order to have complete information about the portfolio, please refer to the Developed World 80/20 Portfolio: ETF allocation and returns page.