Last Update: 31 August 2021

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

Considering all 14 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 7 years rolling periods, you would have obtained a positive returns 96.23% of times

All the returns are calculated over the available historical serie, starting from January 1986 until August 2021.

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

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.25% +78.27%
Feb 1986 - Jan 1987
-49.94%
Mar 2008 - Feb 2009
35.49%
2 Years
+6.37% +46.94%
Feb 1986 - Jan 1988
-29.13%
Mar 2007 - Feb 2009
27.16%
3 Years
+5.65% +38.88%
Jan 1986 - Dec 1988
-19.64%
Apr 2000 - Mar 2003
24.17%
4 Years
+5.30% +31.86%
Jan 1986 - Dec 1989
-9.55%
Oct 2007 - Sep 2011
24.41%
5 Years
+5.12% +23.71%
Oct 2002 - Sep 2007
-7.06%
Jun 2007 - May 2012
17.34%
6 Years
+5.00% +16.42%
Jan 1986 - Dec 1991
-2.89%
Oct 1996 - Sep 2002
10.36%
7 Years
+5.07% +13.73%
Jan 1993 - Dec 1999
-2.53%
Apr 1996 - Mar 2003
3.77%
8 Years
+5.13% +14.53%
Feb 1986 - Jan 1994
-1.73%
Mar 2001 - Feb 2009
5.41%
9 Years
+5.08% +13.09%
Jan 1986 - Dec 1994
-3.64%
Mar 2000 - Feb 2009
6.23%
10 Years
+5.00% +12.14%
Jan 1986 - Dec 1995
-0.38%
Mar 1999 - Feb 2009
0.65%
11 Years
+4.99% +11.44%
Jan 1986 - Dec 1996
0.00%
Mar 1998 - Feb 2009
0.00%
12 Years
+4.95% +10.48%
Feb 1986 - Jan 1998
+0.60%
Mar 1991 - Feb 2003
0.00%
13 Years
+4.86% +10.78%
Jan 1986 - Dec 1998
-0.34%
Oct 1989 - Sep 2002
1.10%
14 Years
+4.92% +12.53%
Jan 1986 - Dec 1999
+0.01%
Mar 1989 - Feb 2003
0.00%
15 Years
+4.94% +10.50%
Jan 1986 - Dec 2000
+0.53%
Apr 1988 - Mar 2003
0.00%
16 Years
+5.00% +8.19%
May 1992 - Apr 2008
+1.63%
May 1987 - Apr 2003
0.00%
17 Years
+5.08% +8.25%
Oct 1990 - Sep 2007
+2.41%
Jan 2000 - Dec 2016
0.00%
18 Years
+5.15% +8.56%
Apr 2003 - Mar 2021
+1.89%
Mar 1991 - Feb 2009
0.00%
19 Years
+5.05% +8.74%
Jan 1986 - Dec 2004
+1.47%
Mar 1990 - Feb 2009
0.00%
20 Years
+4.98% +9.18%
Feb 1986 - Jan 2006
+1.34%
Mar 1989 - Feb 2009
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
+8.25% +78.27%
Feb 1986 - Jan 1987
-49.94%
Mar 2008 - Feb 2009
35.49%
148 out of 417

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.37% +46.94%
Feb 1986 - Jan 1988
-29.13%
Mar 2007 - Feb 2009
27.16%
110 out of 405

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.65% +38.88%
Jan 1986 - Dec 1988
-19.64%
Apr 2000 - Mar 2003
24.17%
95 out of 393

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.30% +31.86%
Jan 1986 - Dec 1989
-9.55%
Oct 2007 - Sep 2011
24.41%
93 out of 381

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.12% +23.71%
Oct 2002 - Sep 2007
-7.06%
Jun 2007 - May 2012
17.34%
64 out of 369

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.00% +16.42%
Jan 1986 - Dec 1991
-2.89%
Oct 1996 - Sep 2002
10.36%
37 out of 357

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.07% +13.73%
Jan 1993 - Dec 1999
-2.53%
Apr 1996 - Mar 2003
3.77%
13 out of 345

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.13% +14.53%
Feb 1986 - Jan 1994
-1.73%
Mar 2001 - Feb 2009
5.41%
18 out of 333

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.08% +13.09%
Jan 1986 - Dec 1994
-3.64%
Mar 2000 - Feb 2009
6.23%
20 out of 321

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.00% +12.14%
Jan 1986 - Dec 1995
-0.38%
Mar 1999 - Feb 2009
0.65%
2 out of 309

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.99% +11.44%
Jan 1986 - Dec 1996
0.00%
Mar 1998 - Feb 2009
0.00%
0 out of 297

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.95% +10.48%
Feb 1986 - Jan 1998
+0.60%
Mar 1991 - Feb 2003
0.00%
0 out of 285

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.86% +10.78%
Jan 1986 - Dec 1998
-0.34%
Oct 1989 - Sep 2002
1.10%
3 out of 273

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.92% +12.53%
Jan 1986 - Dec 1999
+0.01%
Mar 1989 - Feb 2003
0.00%
0 out of 261

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.94% +10.50%
Jan 1986 - Dec 2000
+0.53%
Apr 1988 - Mar 2003
0.00%
0 out of 249

Annualized Rolling Returns - 16 Years (192 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.00% +8.19%
May 1992 - Apr 2008
+1.63%
May 1987 - Apr 2003
0.00%
0 out of 237

Annualized Rolling Returns - 17 Years (204 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.08% +8.25%
Oct 1990 - Sep 2007
+2.41%
Jan 2000 - Dec 2016
0.00%
0 out of 225

Annualized Rolling Returns - 18 Years (216 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.15% +8.56%
Apr 2003 - Mar 2021
+1.89%
Mar 1991 - Feb 2009
0.00%
0 out of 213

Annualized Rolling Returns - 19 Years (228 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.05% +8.74%
Jan 1986 - Dec 2004
+1.47%
Mar 1990 - Feb 2009
0.00%
0 out of 201

Annualized Rolling Returns - 20 Years (240 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+4.98% +9.18%
Feb 1986 - Jan 2006
+1.34%
Mar 1989 - Feb 2009
0.00%
0 out of 189

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

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