Aggressive Global Income Portfolio: Rolling Returns

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

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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 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
+12.18% +73.06%
Mar 1999 - Feb 2000
-46.29%
Mar 2008 - Feb 2009
22.99%
120 out of 522
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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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
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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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
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 30 Years (360 months)

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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
30 Years Annualized Rolling Returns over time
30 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Aggressive Global Income Portfolio: ETF allocation and returns page.