Aim Ways Aim comfortable trip To EUR Bond Hedged Portfolio: Rolling Returns

Simulation Settings
Period: January 1985 - June 2025 (~41 years)
Initial Amount: 1€
Rebalancing: at every Jan 1st
Currency: EUR
Inflation: Eurozone
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When holding the Aim Ways Aim comfortable trip To EUR Bond Hedged Portfolio, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~41 years), the longest duration with a negative return was 56 months (from September 2000 to April 2005).

This indicates that, within the same timeframe, any rolling period of 57 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

AIM WAYS AIM COMFORTABLE TRIP TO EUR BOND HEDGED PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
30 Years
(1995/07 - 2025/06)
All Data
(1985/01 - 2025/06)

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As of Jun 30, 2025, the annualized return of the previous 10 years has been 6.13%.

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.

AIM WAYS AIM COMFORTABLE TRIP TO EUR BOND HEDGED PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
30 Years
(1995/07 - 2025/06)
All Data
(1985/01 - 2025/06)
Eurozone Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

AIM WAYS AIM COMFORTABLE TRIP TO EUR BOND HEDGED PORTFOLIO
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
Over Time
Histogram
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-14.75%
Nov 1989 - Oct 1990
+6.96% +35.09%
Aug 1996 - Jul 1997
18.32%
87 out of 475
-18.45%
Nov 1989 - Oct 1990
+5.30% +33.11%
Aug 1996 - Jul 1997
24.42%
116 out of 475
-6.31%
Oct 2000 - Sep 2002
+7.44% +24.98%
Sep 1998 - Aug 2000
8.42%
39 out of 463
-8.29%
Oct 2000 - Sep 2002
+5.24% +23.04%
Sep 1998 - Aug 2000
19.22%
89 out of 463
-3.66%
Apr 2000 - Mar 2003
+7.16% +20.13%
Apr 1995 - Mar 1998
4.43%
20 out of 451
-5.88%
Apr 2000 - Mar 2003
+4.98% +18.11%
Apr 1995 - Mar 1998
12.86%
58 out of 451
-0.76%
Sep 2000 - Aug 2004
+7.15% +19.16%
Sep 1996 - Aug 2000
0.68%
3 out of 439
-2.91%
Sep 2000 - Aug 2004
+4.86% +17.40%
Sep 1996 - Aug 2000
4.56%
20 out of 439
+0.86%
May 2000 - Apr 2005
+6.88% +18.49%
Apr 1995 - Mar 2000
0.00%
0 out of 427
-1.37%
May 2000 - Apr 2005
+4.80% +16.62%
Apr 1995 - Mar 2000
1.64%
7 out of 427
+2.26%
Sep 2000 - Aug 2006
+6.90% +15.96%
Nov 1994 - Oct 2000
0.00%
0 out of 415
+0.04%
Sep 2000 - Aug 2006
+4.82% +13.95%
Nov 1994 - Oct 2000
0.00%
0 out of 415
+1.74%
Apr 2002 - Mar 2009
+7.05% +14.03%
Oct 1990 - Sep 1997
0.00%
0 out of 403
-0.32%
Apr 2002 - Mar 2009
+5.02% +11.81%
May 1993 - Apr 2000
0.50%
2 out of 403
+1.64%
Nov 2000 - Oct 2008
+7.14% +15.62%
Sep 1992 - Aug 2000
0.00%
0 out of 391
-0.68%
Nov 2000 - Oct 2008
+5.31% +13.26%
Sep 1992 - Aug 2000
0.77%
3 out of 391
+1.78%
Apr 2000 - Mar 2009
+7.15% +14.60%
Jan 1991 - Dec 1999
0.00%
0 out of 379
-0.35%
Apr 2000 - Mar 2009
+5.43% +11.87%
Jan 1991 - Dec 1999
0.53%
2 out of 379
+3.67%
Sep 2000 - Aug 2010
+7.31% +14.62%
Nov 1990 - Oct 2000
0.00%
0 out of 367
+1.61%
Sep 2000 - Aug 2010
+5.56% +11.95%
Nov 1990 - Oct 2000
0.00%
0 out of 367
+3.77%
Sep 2000 - Aug 2011
+7.34% +12.46%
Feb 1991 - Jan 2002
0.00%
0 out of 355
+1.67%
Sep 2000 - Aug 2011
+5.57% +9.87%
Feb 1991 - Jan 2002
0.00%
0 out of 355
+4.66%
Nov 2000 - Oct 2012
+7.41% +12.07%
Jan 1988 - Dec 1999
0.00%
0 out of 343
+2.44%
Nov 2000 - Oct 2012
+5.65% +9.26%
Jan 1988 - Dec 1999
0.00%
0 out of 343
+4.43%
Sep 2000 - Aug 2013
+7.20% +11.81%
Nov 1987 - Oct 2000
0.00%
0 out of 331
+2.32%
Sep 2000 - Aug 2013
+5.47% +9.05%
Nov 1987 - Oct 2000
0.00%
0 out of 331
+4.83%
May 2000 - Apr 2014
+7.36% +10.73%
Jan 1988 - Dec 2001
0.00%
0 out of 319
+2.74%
May 2000 - Apr 2014
+5.38% +8.16%
Sep 1986 - Aug 2000
0.00%
0 out of 319
+5.11%
Sep 2000 - Aug 2015
+7.21% +10.37%
Nov 1985 - Oct 2000
0.00%
0 out of 307
+3.23%
Sep 2000 - Aug 2015
+5.34% +8.00%
Nov 1985 - Oct 2000
0.00%
0 out of 307
+5.29%
Sep 2000 - Aug 2016
+7.24% +10.05%
Nov 1990 - Oct 2006
0.00%
0 out of 295
+3.49%
Apr 2000 - Mar 2016
+5.39% +7.57%
Nov 1990 - Oct 2006
0.00%
0 out of 295
+5.11%
Sep 2000 - Aug 2017
+7.39% +9.77%
Nov 1990 - Oct 2007
0.00%
0 out of 283
+3.34%
Sep 2000 - Aug 2017
+5.36% +7.28%
Nov 1990 - Oct 2007
0.00%
0 out of 283
+5.09%
Nov 2000 - Oct 2018
+7.52% +9.31%
Dec 1987 - Nov 2005
0.00%
0 out of 271
+3.30%
Nov 2000 - Oct 2018
+5.42% +6.70%
Dec 1987 - Nov 2005
0.00%
0 out of 271
+5.20%
Jan 2000 - Dec 2018
+7.57% +9.08%
Dec 1987 - Nov 2006
0.00%
0 out of 259
+3.40%
Jan 2000 - Dec 2018
+5.39% +6.50%
Dec 1987 - Nov 2006
0.00%
0 out of 259
+5.10%
Apr 2000 - Mar 2020
+7.53% +9.22%
Nov 1990 - Oct 2010
0.00%
0 out of 247
+3.39%
Apr 2000 - Mar 2020
+5.33% +6.97%
Apr 1995 - Mar 2015
0.00%
0 out of 247
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