Last Update: 31 May 2023
Implementing the Aggressive Global Income 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 3 years rolling periods, you would have obtained a positive returns 91.77% of times
All the returns are calculated over the available historical serie, starting from January 1979 until May 2023.
In order to have complete information about the portfolio, please refer to the Aggressive Global Income Portfolio: ETF allocation and returns page.
Rolling Returns
Aggressive Global Income Portfolio: annualized rolling and average returns
Rolling Period |
Annualized Return (%) | Negative Periods |
|||
---|---|---|---|---|---|
Average | Latest | Best | Worst | ||
1 Year |
12.18 | -5.52 |
73.06 Mar 1999 - Feb 2000 |
-46.29 Mar 2008 - Feb 2009 |
22.99% |
2 Years |
11.58 | -3.12 |
43.53 Mar 2009 - Feb 2011 |
-27.70 Mar 2007 - Feb 2009 |
11.18% |
3 Years |
11.36 | 7.86 |
37.14 Aug 1984 - Jul 1987 |
-15.19 Mar 2006 - Feb 2009 |
8.23% |
4 Years |
11.35 | 4.28 |
31.28 Jul 1982 - Jun 1986 |
-8.20 Mar 2005 - Feb 2009 |
2.47% |
5 Years |
11.27 | 3.38 |
31.64 Aug 1982 - Jul 1987 |
-4.06 Mar 2004 - Feb 2009 |
0.84% |
6 Years |
11.26 | 3.98 |
26.49 Oct 1981 - Sep 1987 |
1.08 Apr 2014 - Mar 2020 |
0.00% |
7 Years |
11.22 | 5.57 |
24.98 Apr 1980 - Mar 1987 |
0.34 Mar 2002 - Feb 2009 |
0.00% |
8 Years |
11.10 | 4.41 |
22.11 Jun 1979 - May 1987 |
0.17 Mar 2001 - Feb 2009 |
0.00% |
9 Years |
10.99 | 4.07 |
20.74 Apr 1980 - Mar 1989 |
-1.63 Mar 2000 - Feb 2009 |
0.47% |
10 Years |
10.93 | 5.25 |
19.41 Nov 1979 - Oct 1989 |
4.00 Mar 2000 - Feb 2010 |
0.00% |
11 Years |
10.84 | 6.75 |
18.87 Jan 1979 - Dec 1989 |
3.69 Mar 1998 - Feb 2009 |
0.00% |
12 Years |
10.80 | 5.48 |
17.00 Aug 1982 - Jul 1994 |
3.81 Apr 2008 - Mar 2020 |
0.00% |
13 Years |
10.79 | 6.99 |
16.90 Aug 1982 - Jul 1995 |
3.23 Apr 2007 - Mar 2020 |
0.00% |
14 Years |
10.77 | 8.00 |
16.66 Jul 1982 - Jun 1996 |
4.02 Apr 2006 - Mar 2020 |
0.00% |
15 Years |
10.72 | 5.19 |
17.31 Aug 1982 - Jul 1997 |
3.90 Oct 2007 - Sep 2022 |
0.00% |
20 Years |
10.89 | 7.42 |
17.47 Apr 1980 - Mar 2000 |
4.90 Apr 2000 - Mar 2020 |
0.00% |
30 Years |
10.69 | 8.52 |
13.10 Apr 1980 - Mar 2010 |
8.47 Apr 1990 - Mar 2020 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+12.18% |
+73.06% Mar 1999 - Feb 2000 |
-46.29% Mar 2008 - Feb 2009 |
22.99% 120 out of 522 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.58% |
+43.53% Mar 2009 - Feb 2011 |
-27.70% Mar 2007 - Feb 2009 |
11.18% 57 out of 510 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.36% |
+37.14% Aug 1984 - Jul 1987 |
-15.19% Mar 2006 - Feb 2009 |
8.23% 41 out of 498 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.35% |
+31.28% Jul 1982 - Jun 1986 |
-8.20% Mar 2005 - Feb 2009 |
2.47% 12 out of 486 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.27% |
+31.64% Aug 1982 - Jul 1987 |
-4.06% Mar 2004 - Feb 2009 |
0.84% 4 out of 474 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.26% |
+26.49% Oct 1981 - Sep 1987 |
+1.08% Apr 2014 - Mar 2020 |
0.00% 0 out of 462 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.22% |
+24.98% Apr 1980 - Mar 1987 |
+0.34% Mar 2002 - Feb 2009 |
0.00% 0 out of 450 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+11.10% |
+22.11% Jun 1979 - May 1987 |
+0.17% Mar 2001 - Feb 2009 |
0.00% 0 out of 438 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.99% |
+20.74% Apr 1980 - Mar 1989 |
-1.63% Mar 2000 - Feb 2009 |
0.47% 2 out of 426 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.93% |
+19.41% Nov 1979 - Oct 1989 |
+4.00% Mar 2000 - Feb 2010 |
0.00% 0 out of 414 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.84% |
+18.87% Jan 1979 - Dec 1989 |
+3.69% Mar 1998 - Feb 2009 |
0.00% 0 out of 402 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.80% |
+17.00% Aug 1982 - Jul 1994 |
+3.81% Apr 2008 - Mar 2020 |
0.00% 0 out of 390 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.79% |
+16.90% Aug 1982 - Jul 1995 |
+3.23% Apr 2007 - Mar 2020 |
0.00% 0 out of 378 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.77% |
+16.66% Jul 1982 - Jun 1996 |
+4.02% Apr 2006 - Mar 2020 |
0.00% 0 out of 366 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.72% |
+17.31% Aug 1982 - Jul 1997 |
+3.90% Oct 2007 - Sep 2022 |
0.00% 0 out of 354 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.89% |
+17.47% Apr 1980 - Mar 2000 |
+4.90% Apr 2000 - Mar 2020 |
0.00% 0 out of 294 |
Annualized Rolling Returns - 30 Years (360 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+10.69% |
+13.10% Apr 1980 - Mar 2010 |
+8.47% Apr 1990 - Mar 2020 |
0.00% 0 out of 174 |
In order to have complete information about the portfolio, please refer to the Aggressive Global Income Portfolio: ETF allocation and returns page.