Consolidated Returns as of 31 March 2024
Holding the Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~54 years), the longest period with a negative return lasted 250 months (from October 1980 to July 2001).
This means that every rolling period of 251 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF: Historical Returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
The annualized return of the last 10 years has been 3.29% (updated at Mar 31, 2024).
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.06% |
+174.46%
Jul 1979 - Jun 1980 |
-66.04%
Mar 2008 - Feb 2009 |
41.25%
264 out of 640 |
US Inflation Adjusted | +2.33% |
+144.24%
Aug 1986 - Jul 1987 |
-66.05%
Mar 2008 - Feb 2009 |
46.88%
300 out of 640 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.70% |
+113.27%
Apr 1972 - Mar 1974 |
-37.06%
Sep 1974 - Aug 1976 |
38.22%
240 out of 628 |
US Inflation Adjusted | +1.80% |
+98.48%
Apr 1972 - Mar 1974 |
-41.26%
Sep 1974 - Aug 1976 |
45.06%
283 out of 628 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.50% |
+71.22%
Apr 1971 - Mar 1974 |
-24.85%
Sep 1995 - Aug 1998 |
36.53%
225 out of 616 |
US Inflation Adjusted | +2.84% |
+61.35%
Apr 1971 - Mar 1974 |
-29.05%
Mar 1974 - Feb 1977 |
44.97%
277 out of 616 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.78% |
+57.16%
Sep 1976 - Aug 1980 |
-20.82%
Sep 1994 - Aug 1998 |
31.62%
191 out of 604 |
US Inflation Adjusted | +4.56% |
+43.17%
Sep 1976 - Aug 1980 |
-22.63%
Sep 1994 - Aug 1998 |
39.57%
239 out of 604 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.15% |
+40.92%
May 2003 - Apr 2008 |
-13.87%
Sep 1993 - Aug 1998 |
26.52%
157 out of 592 |
US Inflation Adjusted | +3.36% |
+36.61%
May 2003 - Apr 2008 |
-16.28%
Jan 1981 - Dec 1985 |
33.45%
198 out of 592 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.24% |
+37.78%
Nov 2001 - Oct 2007 |
-10.29%
Oct 1994 - Sep 2000 |
22.59%
131 out of 580 |
US Inflation Adjusted | +3.23% |
+34.07%
Nov 2001 - Oct 2007 |
-12.66%
Jul 1980 - Jun 1986 |
33.62%
195 out of 580 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.32% |
+36.54%
Nov 2000 - Oct 2007 |
-8.93%
Sep 2011 - Aug 2018 |
18.49%
105 out of 568 |
US Inflation Adjusted | +2.28% |
+32.98%
Nov 2000 - Oct 2007 |
-10.32%
Sep 2011 - Aug 2018 |
33.10%
188 out of 568 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.91% |
+34.62%
Jun 2000 - May 2008 |
-6.81%
May 2011 - Apr 2019 |
18.88%
105 out of 556 |
US Inflation Adjusted | +2.04% |
+30.82%
Jun 2000 - May 2008 |
-9.03%
Sep 1990 - Aug 1998 |
35.61%
198 out of 556 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.44% |
+29.84%
Oct 1971 - Sep 1980 |
-5.23%
Jul 2008 - Jun 2017 |
16.36%
89 out of 544 |
US Inflation Adjusted | +1.85% |
+25.81%
Jun 1999 - May 2008 |
-8.04%
Sep 1989 - Aug 1998 |
40.44%
220 out of 544 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.41% |
+26.50%
Oct 1970 - Sep 1980 |
-4.76%
Jul 2008 - Jun 2018 |
15.79%
84 out of 532 |
US Inflation Adjusted | +2.64% |
+22.87%
Jul 1998 - Jun 2008 |
-7.05%
Sep 1988 - Aug 1998 |
35.53%
189 out of 532 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.73% |
+25.38%
May 2000 - Apr 2011 |
-6.77%
Sep 1987 - Aug 1998 |
14.04%
73 out of 520 |
US Inflation Adjusted | +3.66% |
+22.33%
May 2000 - Apr 2011 |
-9.75%
Sep 1987 - Aug 1998 |
32.69%
170 out of 520 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.24% |
+21.70%
Sep 1999 - Aug 2011 |
-3.36%
Aug 1987 - Jul 1999 |
11.42%
58 out of 508 |
US Inflation Adjusted | +3.74% |
+18.67%
Sep 1999 - Aug 2011 |
-6.39%
Aug 1987 - Jul 1999 |
27.56%
140 out of 508 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.36% |
+23.34%
Sep 1998 - Aug 2011 |
-3.61%
Aug 1987 - Jul 2000 |
3.02%
15 out of 496 |
US Inflation Adjusted | +3.28% |
+20.29%
Sep 1998 - Aug 2011 |
-6.65%
Aug 1987 - Jul 2000 |
22.58%
112 out of 496 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.47% |
+20.04%
Sep 1998 - Aug 2012 |
-2.16%
Aug 1987 - Jul 2001 |
2.27%
11 out of 484 |
US Inflation Adjusted | +3.84% |
+17.15%
Sep 1998 - Aug 2012 |
-5.24%
Apr 1987 - Mar 2001 |
20.04%
97 out of 484 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.04% |
+17.69%
May 1972 - Apr 1987 |
-1.62%
Sep 1983 - Aug 1998 |
2.12%
10 out of 472 |
US Inflation Adjusted | +4.24% |
+14.21%
Sep 1998 - Aug 2013 |
-4.79%
Sep 1983 - Aug 1998 |
18.01%
85 out of 472 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.32% |
+18.11%
Oct 1971 - Sep 1987 |
-1.24%
Sep 1982 - Aug 1998 |
1.09%
5 out of 460 |
US Inflation Adjusted | +4.82% |
+12.44%
Sep 1998 - Aug 2014 |
-4.37%
Sep 1982 - Aug 1998 |
20.00%
92 out of 460 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.96% |
+16.97%
Aug 1970 - Jul 1987 |
-1.26%
Dec 1980 - Nov 1997 |
1.12%
5 out of 448 |
US Inflation Adjusted | +5.54% |
+10.58%
Jun 1991 - May 2008 |
-4.89%
Dec 1980 - Nov 1997 |
18.08%
81 out of 448 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.01% |
+15.15%
Jan 1972 - Dec 1989 |
-2.32%
Sep 1980 - Aug 1998 |
2.29%
10 out of 436 |
US Inflation Adjusted | +5.37% |
+10.56%
Sep 1998 - Aug 2016 |
-5.92%
Sep 1980 - Aug 1998 |
14.91%
65 out of 436 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.60% |
+14.47%
Feb 1971 - Jan 1990 |
-0.28%
Sep 1980 - Aug 1999 |
1.89%
8 out of 424 |
US Inflation Adjusted | +5.14% |
+10.39%
Dec 1992 - Nov 2011 |
-3.95%
Mar 1980 - Feb 1999 |
12.74%
54 out of 424 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.19% |
+13.71%
Feb 1970 - Jan 1990 |
-0.80%
Nov 1980 - Oct 2000 |
1.46%
6 out of 412 |
US Inflation Adjusted | +4.97% |
+9.77%
Aug 2000 - Jul 2020 |
-4.30%
Nov 1980 - Oct 2000 |
8.98%
37 out of 412 |
To obtain comprehensive information, please consult the Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF: Historical Returns page.