Aggressive Global Income Portfolio: Rolling Returns

Data Source: from January 1979 to February 2024 (~45 years)
Consolidated Returns as of 29 February 2024

Holding the Aggressive Global Income Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~45 years), the longest period with a negative return lasted 110 months (from January 2000 to February 2009).

This means that every rolling period of 111 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Aggressive Global Income Portfolio: ETF allocation and 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

AGGRESSIVE GLOBAL INCOME PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 5.36% (updated at Feb 29, 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.

AGGRESSIVE GLOBAL INCOME PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1979 - 29 February 2024 (~45 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.29 03/2008
02/2009
0.53$ -5.74 0.94$ 11.20 1.11$ 23.38 1.23$ 73.06 03/1999
02/2000
1.73$ 8.63 27.79%
2Y -27.70 03/2007
02/2009
0.52$ -1.20 0.97$ 9.81 1.20$ 19.39 1.42$ 43.53 03/2009
02/2011
2.06$ 2.21 18.10%
3Y -15.19 03/2006
02/2009
0.60$ 1.96 1.05$ 9.04 1.29$ 17.47 1.62$ 28.80 04/1997
03/2000
2.13$ 5.11 12.31%
4Y -8.20 03/2005
02/2009
0.71$ 2.75 1.11$ 7.72 1.34$ 15.40 1.77$ 24.85 03/1996
02/2000
2.42$ 6.96 3.83%
5Y -4.06 03/2004
02/2009
0.81$ 3.97 1.21$ 7.70 1.44$ 14.67 1.98$ 24.97 03/1995
02/2000
3.04$ 5.27 1.33%
6Y 1.08 04/2014
03/2020
1.06$ 4.47 1.29$ 7.97 1.58$ 12.62 2.04$ 20.57 04/1994
03/2000
3.07$ 4.94 0.00%
7Y 0.34 03/2002
02/2009
1.02$ 5.37 1.44$ 8.07 1.72$ 11.86 2.19$ 15.16 06/1994
05/2001
2.68$ 5.42 0.00%
8Y 0.17 03/2001
02/2009
1.01$ 5.11 1.48$ 7.45 1.77$ 11.98 2.47$ 15.45 03/2009
02/2017
3.15$ 7.65 0.00%
9Y -1.63 03/2000
02/2009
0.86$ 4.74 1.51$ 8.06 2.00$ 12.35 2.85$ 14.63 03/2009
02/2018
3.41$ 5.24 0.79%
10Y 4.00 03/2000
02/2010
1.48$ 5.36 1.68$ 7.70 2.09$ 12.63 3.28$ 13.98 03/1995
02/2005
3.70$ 5.36 0.00%
11Y 3.69 03/1998
02/2009
1.48$ 5.93 1.88$ 7.71 2.26$ 12.34 3.59$ 14.34 02/1995
01/2006
4.36$ 6.22 0.00%
12Y 3.81 04/2008
03/2020
1.56$ 5.86 1.97$ 7.70 2.43$ 10.54 3.32$ 14.55 02/1995
01/2007
5.10$ 6.56 0.00%
13Y 3.23 04/2007
03/2020
1.51$ 6.12 2.16$ 8.12 2.75$ 9.47 3.24$ 14.06 06/1994
05/2007
5.53$ 6.31 0.00%
14Y 4.02 04/2006
03/2020
1.73$ 6.18 2.31$ 8.00 2.93$ 9.59 3.60$ 12.40 05/1994
04/2008
5.13$ 7.24 0.00%
15Y 3.90 10/2007
09/2022
1.77$ 5.86 2.35$ 8.05 3.19$ 9.78 4.05$ 10.75 01/1995
12/2009
4.62$ 10.65 0.00%
16Y 4.19 11/2007
10/2023
1.92$ 5.84 2.47$ 8.21 3.53$ 9.75 4.43$ 11.14 03/1995
02/2011
5.41$ 5.77 0.00%
17Y 4.88 11/2006
10/2023
2.24$ 6.54 2.93$ 8.02 3.71$ 9.90 4.97$ 10.97 05/1994
04/2011
5.86$ 5.25 0.00%
18Y 5.81 02/2006
01/2024
2.76$ 6.60 3.15$ 8.21 4.13$ 10.12 5.67$ 10.69 02/1995
01/2013
6.22$ 5.86 0.00%
19Y 6.04 03/2000
02/2019
3.04$ 6.63 3.38$ 8.48 4.69$ 10.10 6.22$ 10.93 01/1995
12/2013
7.17$ 6.39 0.00%
20Y 4.90 04/2000
03/2020
2.60$ 6.93 3.82$ 8.28 4.90$ 9.48 6.11$ 10.84 07/1994
06/2014
7.83$ 6.78 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.29 03/2008
02/2009
0.53$ -8.14 0.91$ 8.31 1.08$ 20.28 1.20$ 67.94 03/2009
02/2010
1.67$ 5.29 31.23%
2Y -29.15 03/2007
02/2009
0.50$ -3.69 0.92$ 7.54 1.15$ 16.14 1.34$ 40.52 03/2009
02/2011
1.97$ -2.25 24.33%
3Y -17.00 03/2006
02/2009
0.57$ -1.16 0.96$ 6.77 1.21$ 14.31 1.49$ 26.14 03/1997
02/2000
2.00$ -0.54 17.54%
4Y -10.47 03/2005
02/2009
0.64$ -0.13 0.99$ 5.92 1.25$ 12.77 1.61$ 22.00 03/1996
02/2000
2.21$ 2.20 16.29%
5Y -6.53 03/2004
02/2009
0.71$ 0.84 1.04$ 5.52 1.30$ 11.74 1.74$ 22.02 03/1995
02/2000
2.70$ 1.04 9.97%
6Y -0.66 11/2017
10/2023
0.96$ 1.75 1.10$ 5.65 1.39$ 9.90 1.76$ 17.59 04/1994
03/2000
2.64$ 1.16 1.38%
7Y -2.18 03/2002
02/2009
0.85$ 2.96 1.22$ 5.90 1.49$ 9.24 1.85$ 12.42 03/2009
02/2016
2.26$ 1.83 1.08%
8Y -2.18 03/2001
02/2009
0.83$ 2.82 1.24$ 5.12 1.49$ 9.45 2.05$ 13.48 03/2009
02/2017
2.75$ 4.07 1.89%
9Y -4.05 03/2000
02/2009
0.68$ 2.44 1.24$ 5.82 1.66$ 9.60 2.28$ 12.62 03/2009
02/2018
2.91$ 2.03 1.58%
10Y 1.46 03/1999
02/2009
1.15$ 3.10 1.35$ 5.46 1.70$ 9.90 2.57$ 11.48 03/2009
02/2019
2.96$ 2.47 0.00%
11Y 1.15 03/1998
02/2009
1.13$ 3.70 1.49$ 5.47 1.79$ 9.81 2.79$ 11.46 02/1995
01/2006
3.29$ 3.46 0.00%
12Y 2.18 04/2008
03/2020
1.29$ 3.52 1.51$ 5.37 1.87$ 8.22 2.58$ 11.71 02/1995
01/2007
3.77$ 3.85 0.00%
13Y 1.42 04/2007
03/2020
1.20$ 3.90 1.64$ 5.73 2.06$ 6.97 2.40$ 11.14 06/1994
05/2007
3.94$ 3.59 0.00%
14Y 2.13 04/2006
03/2020
1.34$ 3.89 1.70$ 5.65 2.15$ 7.10 2.61$ 9.44 05/1994
04/2008
3.53$ 4.53 0.00%
15Y 1.49 10/2007
09/2022
1.24$ 3.83 1.75$ 5.82 2.33$ 7.28 2.86$ 8.06 04/1995
03/2010
3.19$ 7.89 0.00%
16Y 1.71 11/2007
10/2023
1.31$ 3.50 1.73$ 5.97 2.53$ 7.15 3.01$ 8.49 03/1995
02/2011
3.68$ 3.28 0.00%
17Y 2.32 11/2006
10/2023
1.47$ 4.37 2.06$ 5.81 2.61$ 7.35 3.33$ 8.26 05/1994
04/2011
3.85$ 2.68 0.00%
18Y 3.25 02/2006
01/2024
1.77$ 4.12 2.06$ 5.92 2.81$ 7.56 3.71$ 8.07 02/1995
01/2013
4.04$ 3.27 0.00%
19Y 3.70 11/2004
10/2023
1.99$ 4.23 2.19$ 6.20 3.13$ 7.58 4.00$ 8.35 01/1995
12/2013
4.58$ 3.73 0.00%
20Y 2.77 04/2000
03/2020
1.72$ 4.62 2.46$ 5.96 3.18$ 7.15 3.97$ 8.25 07/1994
06/2014
4.88$ 4.09 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.29 03/2008
02/2009
0.53$ -3.38 0.96$ 12.45 1.12$ 25.85 1.25$ 73.06 03/1999
02/2000
1.73$ 8.63 22.60%
2Y -27.70 03/2007
02/2009
0.52$ 1.19 1.02$ 11.37 1.24$ 20.32 1.44$ 43.53 03/2009
02/2011
2.06$ 2.21 11.75%
3Y -15.19 03/2006
02/2009
0.60$ 3.92 1.12$ 10.95 1.36$ 19.59 1.71$ 37.14 08/1984
07/1987
2.57$ 5.11 8.09%
4Y -8.20 03/2005
02/2009
0.71$ 4.30 1.18$ 10.08 1.46$ 19.38 2.03$ 31.28 07/1982
06/1986
2.97$ 6.96 2.42%
5Y -4.06 03/2004
02/2009
0.81$ 4.64 1.25$ 10.26 1.62$ 18.01 2.28$ 31.64 08/1982
07/1987
3.95$ 5.27 0.83%
6Y 1.08 04/2014
03/2020
1.06$ 5.76 1.39$ 9.65 1.73$ 17.83 2.67$ 26.49 10/1981
09/1987
4.09$ 4.94 0.00%
7Y 0.34 03/2002
02/2009
1.02$ 5.87 1.49$ 10.10 1.96$ 16.96 2.99$ 24.98 04/1980
03/1987
4.76$ 5.42 0.00%
8Y 0.17 03/2001
02/2009
1.01$ 6.22 1.62$ 10.86 2.28$ 15.84 3.24$ 22.11 06/1979
05/1987
4.94$ 7.65 0.00%
9Y -1.63 03/2000
02/2009
0.86$ 5.97 1.68$ 11.02 2.56$ 15.82 3.75$ 20.74 04/1980
03/1989
5.45$ 5.24 0.46%
10Y 4.00 03/2000
02/2010
1.48$ 6.13 1.81$ 10.86 2.80$ 15.00 4.04$ 19.41 11/1979
10/1989
5.89$ 5.36 0.00%
11Y 3.69 03/1998
02/2009
1.48$ 6.41 1.98$ 11.30 3.24$ 14.55 4.45$ 18.87 01/1979
12/1989
6.69$ 6.22 0.00%
12Y 3.81 04/2008
03/2020
1.56$ 6.59 2.15$ 10.85 3.44$ 14.73 5.20$ 17.00 08/1982
07/1994
6.57$ 6.56 0.00%
13Y 3.23 04/2007
03/2020
1.51$ 7.05 2.42$ 10.48 3.65$ 14.80 6.01$ 16.90 08/1982
07/1995
7.61$ 6.31 0.00%
14Y 4.02 04/2006
03/2020
1.73$ 7.04 2.59$ 9.98 3.78$ 14.71 6.82$ 16.66 07/1982
06/1996
8.64$ 7.24 0.00%
15Y 3.90 10/2007
09/2022
1.77$ 6.61 2.61$ 10.29 4.34$ 14.89 8.02$ 17.31 08/1982
07/1997
10.96$ 10.65 0.00%
16Y 4.19 11/2007
10/2023
1.92$ 6.80 2.86$ 9.98 4.57$ 14.73 9.01$ 17.33 03/1984
02/2000
12.90$ 5.77 0.00%
17Y 4.88 11/2006
10/2023
2.24$ 7.34 3.33$ 10.39 5.36$ 15.09 10.89$ 16.99 03/1983
02/2000
14.40$ 5.25 0.00%
18Y 5.81 02/2006
01/2024
2.76$ 7.50 3.67$ 10.38 5.91$ 14.35 11.17$ 18.07 03/1982
02/2000
19.88$ 5.86 0.00%
19Y 6.04 03/2000
02/2019
3.04$ 7.50 3.95$ 10.47 6.63$ 14.22 12.50$ 16.98 03/1981
02/2000
19.69$ 6.39 0.00%
20Y 4.90 04/2000
03/2020
2.60$ 7.90 4.57$ 10.42 7.26$ 14.13 14.06$ 17.47 04/1980
03/2000
25.02$ 6.78 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.29 03/2008
02/2009
0.53$ -7.13 0.92$ 8.17 1.08$ 22.12 1.22$ 67.94 03/2009
02/2010
1.67$ 5.29 29.38%
2Y -29.15 03/2007
02/2009
0.50$ -2.02 0.96$ 7.96 1.16$ 16.82 1.36$ 40.52 03/2009
02/2011
1.97$ -2.25 20.23%
3Y -17.00 03/2006
02/2009
0.57$ 0.19 1.00$ 7.75 1.25$ 15.97 1.55$ 33.13 08/1984
07/1987
2.35$ -0.54 14.20%
4Y -10.47 03/2005
02/2009
0.64$ 1.22 1.04$ 6.90 1.30$ 15.25 1.76$ 27.52 08/1982
07/1986
2.64$ 2.20 10.51%
5Y -6.53 03/2004
02/2009
0.71$ 2.04 1.10$ 7.29 1.42$ 13.91 1.91$ 27.64 08/1982
07/1987
3.38$ 1.04 6.21%
6Y -0.66 11/2017
10/2023
0.96$ 3.28 1.21$ 7.11 1.51$ 13.86 2.17$ 22.16 10/1981
09/1987
3.32$ 1.16 0.85%
7Y -2.18 03/2002
02/2009
0.85$ 3.41 1.26$ 7.14 1.62$ 12.58 2.29$ 20.67 08/1982
07/1989
3.72$ 1.83 0.65%
8Y -2.18 03/2001
02/2009
0.83$ 3.88 1.35$ 7.85 1.83$ 11.82 2.44$ 17.54 10/1981
09/1989
3.64$ 4.07 1.12%
9Y -4.05 03/2000
02/2009
0.68$ 3.92 1.41$ 7.86 1.97$ 11.83 2.73$ 15.21 04/1980
03/1989
3.57$ 2.03 0.92%
10Y 1.46 03/1999
02/2009
1.15$ 3.90 1.46$ 7.76 2.11$ 11.11 2.86$ 13.97 10/1990
09/2000
3.69$ 2.47 0.00%
11Y 1.15 03/1998
02/2009
1.13$ 4.09 1.55$ 8.11 2.35$ 10.80 3.08$ 13.87 08/1982
07/1993
4.17$ 3.46 0.00%
12Y 2.18 04/2008
03/2020
1.29$ 4.35 1.66$ 7.89 2.48$ 10.64 3.36$ 12.97 08/1982
07/1994
4.32$ 3.85 0.00%
13Y 1.42 04/2007
03/2020
1.20$ 4.51 1.77$ 7.65 2.60$ 10.65 3.72$ 12.94 08/1982
07/1995
4.86$ 3.59 0.00%
14Y 2.13 04/2006
03/2020
1.34$ 4.72 1.90$ 7.24 2.65$ 10.62 4.10$ 12.73 07/1982
06/1996
5.35$ 4.53 0.00%
15Y 1.49 10/2007
09/2022
1.24$ 4.46 1.92$ 7.42 2.92$ 10.75 4.62$ 13.49 03/1985
02/2000
6.67$ 7.89 0.00%
16Y 1.71 11/2007
10/2023
1.31$ 4.72 2.09$ 7.28 3.07$ 10.53 4.96$ 13.69 03/1984
02/2000
7.78$ 3.28 0.00%
17Y 2.32 11/2006
10/2023
1.47$ 5.18 2.35$ 7.58 3.46$ 10.89 5.79$ 13.26 03/1983
02/2000
8.30$ 2.68 0.00%
18Y 3.25 02/2006
01/2024
1.77$ 5.19 2.48$ 7.65 3.76$ 10.40 5.93$ 14.29 03/1982
02/2000
11.07$ 3.27 0.00%
19Y 3.70 11/2004
10/2023
1.99$ 5.19 2.61$ 7.78 4.15$ 10.38 6.53$ 13.08 10/1981
09/2000
10.32$ 3.73 0.00%
20Y 2.77 04/2000
03/2020
1.72$ 5.40 2.86$ 7.72 4.42$ 10.33 7.14$ 13.10 04/1980
03/2000
11.72$ 4.09 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.45% +73.06%
Mar 1999 - Feb 2000
-46.29%
Mar 2008 - Feb 2009
22.60%
120 out of 531
US Inflation Adjusted +8.17% +67.94%
Mar 2009 - Feb 2010
-46.29%
Mar 2008 - Feb 2009
29.38%
156 out of 531
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.37% +43.53%
Mar 2009 - Feb 2011
-27.70%
Mar 2007 - Feb 2009
11.75%
61 out of 519
US Inflation Adjusted +7.96% +40.52%
Mar 2009 - Feb 2011
-29.15%
Mar 2007 - Feb 2009
20.23%
105 out of 519
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.95% +37.14%
Aug 1984 - Jul 1987
-15.19%
Mar 2006 - Feb 2009
8.09%
41 out of 507
US Inflation Adjusted +7.75% +33.13%
Aug 1984 - Jul 1987
-17.00%
Mar 2006 - Feb 2009
14.20%
72 out of 507
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.08% +31.28%
Jul 1982 - Jun 1986
-8.20%
Mar 2005 - Feb 2009
2.42%
12 out of 495
US Inflation Adjusted +6.90% +27.52%
Aug 1982 - Jul 1986
-10.47%
Mar 2005 - Feb 2009
10.51%
52 out of 495
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.26% +31.64%
Aug 1982 - Jul 1987
-4.06%
Mar 2004 - Feb 2009
0.83%
4 out of 483
US Inflation Adjusted +7.29% +27.64%
Aug 1982 - Jul 1987
-6.53%
Mar 2004 - Feb 2009
6.21%
30 out of 483
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.65% +26.49%
Oct 1981 - Sep 1987
+1.08%
Apr 2014 - Mar 2020
0.00%
0 out of 471
US Inflation Adjusted +7.11% +22.16%
Oct 1981 - Sep 1987
-0.66%
Nov 2017 - Oct 2023
0.85%
4 out of 471
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.10% +24.98%
Apr 1980 - Mar 1987
+0.34%
Mar 2002 - Feb 2009
0.00%
0 out of 459
US Inflation Adjusted +7.14% +20.67%
Aug 1982 - Jul 1989
-2.18%
Mar 2002 - Feb 2009
0.65%
3 out of 459
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.86% +22.11%
Jun 1979 - May 1987
+0.17%
Mar 2001 - Feb 2009
0.00%
0 out of 447
US Inflation Adjusted +7.85% +17.54%
Oct 1981 - Sep 1989
-2.18%
Mar 2001 - Feb 2009
1.12%
5 out of 447
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.02% +20.74%
Apr 1980 - Mar 1989
-1.63%
Mar 2000 - Feb 2009
0.46%
2 out of 435
US Inflation Adjusted +7.86% +15.21%
Apr 1980 - Mar 1989
-4.05%
Mar 2000 - Feb 2009
0.92%
4 out of 435
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.86% +19.41%
Nov 1979 - Oct 1989
+4.00%
Mar 2000 - Feb 2010
0.00%
0 out of 423
US Inflation Adjusted +7.76% +13.97%
Oct 1990 - Sep 2000
+1.46%
Mar 1999 - Feb 2009
0.00%
0 out of 423
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.30% +18.87%
Jan 1979 - Dec 1989
+3.69%
Mar 1998 - Feb 2009
0.00%
0 out of 411
US Inflation Adjusted +8.11% +13.87%
Aug 1982 - Jul 1993
+1.15%
Mar 1998 - Feb 2009
0.00%
0 out of 411
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.85% +17.00%
Aug 1982 - Jul 1994
+3.81%
Apr 2008 - Mar 2020
0.00%
0 out of 399
US Inflation Adjusted +7.89% +12.97%
Aug 1982 - Jul 1994
+2.18%
Apr 2008 - Mar 2020
0.00%
0 out of 399
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.48% +16.90%
Aug 1982 - Jul 1995
+3.23%
Apr 2007 - Mar 2020
0.00%
0 out of 387
US Inflation Adjusted +7.65% +12.94%
Aug 1982 - Jul 1995
+1.42%
Apr 2007 - Mar 2020
0.00%
0 out of 387
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.98% +16.66%
Jul 1982 - Jun 1996
+4.02%
Apr 2006 - Mar 2020
0.00%
0 out of 375
US Inflation Adjusted +7.24% +12.73%
Jul 1982 - Jun 1996
+2.13%
Apr 2006 - Mar 2020
0.00%
0 out of 375
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.29% +17.31%
Aug 1982 - Jul 1997
+3.90%
Oct 2007 - Sep 2022
0.00%
0 out of 363
US Inflation Adjusted +7.42% +13.49%
Mar 1985 - Feb 2000
+1.49%
Oct 2007 - Sep 2022
0.00%
0 out of 363
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.98% +17.33%
Mar 1984 - Feb 2000
+4.19%
Nov 2007 - Oct 2023
0.00%
0 out of 351
US Inflation Adjusted +7.28% +13.69%
Mar 1984 - Feb 2000
+1.71%
Nov 2007 - Oct 2023
0.00%
0 out of 351
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.39% +16.99%
Mar 1983 - Feb 2000
+4.88%
Nov 2006 - Oct 2023
0.00%
0 out of 339
US Inflation Adjusted +7.58% +13.26%
Mar 1983 - Feb 2000
+2.32%
Nov 2006 - Oct 2023
0.00%
0 out of 339
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.38% +18.07%
Mar 1982 - Feb 2000
+5.81%
Feb 2006 - Jan 2024
0.00%
0 out of 327
US Inflation Adjusted +7.65% +14.29%
Mar 1982 - Feb 2000
+3.25%
Feb 2006 - Jan 2024
0.00%
0 out of 327
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.47% +16.98%
Mar 1981 - Feb 2000
+6.04%
Mar 2000 - Feb 2019
0.00%
0 out of 315
US Inflation Adjusted +7.78% +13.08%
Oct 1981 - Sep 2000
+3.70%
Nov 2004 - Oct 2023
0.00%
0 out of 315
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.42% +17.47%
Apr 1980 - Mar 2000
+4.90%
Apr 2000 - Mar 2020
0.00%
0 out of 303
US Inflation Adjusted +7.72% +13.10%
Apr 1980 - Mar 2000
+2.77%
Apr 2000 - Mar 2020
0.00%
0 out of 303
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Aggressive Global Income Portfolio: ETF allocation and returns page.