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
Rolling Period	Average	Latest	Best	Worst	Negative Periods
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.