Rebalancing: at every Jan 1st
Currency: EUR
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 (~40 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.
Aim Ways Aim comfortable trip To EUR Bond Hedged Portfolio: ETF allocation and returns
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.
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As of Sep 30, 2024, the annualized return of the previous 10 years has been 6.75%.
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.
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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.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-14.75%
Nov 1989 - Oct 1990 |
+6.85% |
+35.09%
Aug 1996 - Jul 1997 |
18.67%
87 out of 466 |
-18.45%
Nov 1989 - Oct 1990 |
+5.05% |
+33.11%
Aug 1996 - Jul 1997 |
24.89%
116 out of 466 |
-6.31%
Oct 2000 - Sep 2002 |
+7.22% |
+24.98%
Sep 1998 - Aug 2000 |
8.59%
39 out of 454 |
-8.29%
Oct 2000 - Sep 2002 |
+5.18% |
+23.04%
Sep 1998 - Aug 2000 |
19.60%
89 out of 454 |
-3.66%
Apr 2000 - Mar 2003 |
+7.16% |
+20.13%
Apr 1995 - Mar 1998 |
4.52%
20 out of 442 |
-5.88%
Apr 2000 - Mar 2003 |
+5.11% |
+18.11%
Apr 1995 - Mar 1998 |
13.12%
58 out of 442 |
-0.76%
Sep 2000 - Aug 2004 |
+7.14% |
+19.16%
Sep 1996 - Aug 2000 |
0.70%
3 out of 430 |
-2.91%
Sep 2000 - Aug 2004 |
+4.97% |
+17.40%
Sep 1996 - Aug 2000 |
4.65%
20 out of 430 |
+0.86%
May 2000 - Apr 2005 |
+6.81% |
+18.49%
Apr 1995 - Mar 2000 |
0.00%
0 out of 418 |
-1.37%
May 2000 - Apr 2005 |
+4.89% |
+16.62%
Apr 1995 - Mar 2000 |
1.67%
7 out of 418 |
+2.26%
Sep 2000 - Aug 2006 |
+6.85% |
+15.96%
Nov 1994 - Oct 2000 |
0.00%
0 out of 406 |
+0.04%
Sep 2000 - Aug 2006 |
+4.82% |
+13.95%
Nov 1994 - Oct 2000 |
0.00%
0 out of 406 |
+1.74%
Apr 2002 - Mar 2009 |
+7.04% |
+14.03%
Oct 1990 - Sep 1997 |
0.00%
0 out of 394 |
-0.32%
Apr 2002 - Mar 2009 |
+5.12% |
+11.81%
May 1993 - Apr 2000 |
0.51%
2 out of 394 |
+1.64%
Nov 2000 - Oct 2008 |
+7.16% |
+15.62%
Sep 1992 - Aug 2000 |
0.00%
0 out of 382 |
-0.68%
Nov 2000 - Oct 2008 |
+5.35% |
+13.26%
Sep 1992 - Aug 2000 |
0.79%
3 out of 382 |
+1.78%
Apr 2000 - Mar 2009 |
+7.19% |
+14.60%
Jan 1991 - Dec 1999 |
0.00%
0 out of 370 |
-0.35%
Apr 2000 - Mar 2009 |
+5.46% |
+11.87%
Jan 1991 - Dec 1999 |
0.54%
2 out of 370 |
+3.67%
Sep 2000 - Aug 2010 |
+7.36% |
+14.62%
Nov 1990 - Oct 2000 |
0.00%
0 out of 358 |
+1.61%
Sep 2000 - Aug 2010 |
+5.61% |
+11.95%
Nov 1990 - Oct 2000 |
0.00%
0 out of 358 |
+3.77%
Sep 2000 - Aug 2011 |
+7.36% |
+12.46%
Feb 1991 - Jan 2002 |
0.00%
0 out of 346 |
+1.67%
Sep 2000 - Aug 2011 |
+5.63% |
+9.87%
Feb 1991 - Jan 2002 |
0.00%
0 out of 346 |
+4.66%
Nov 2000 - Oct 2012 |
+7.48% |
+12.07%
Jan 1988 - Dec 1999 |
0.00%
0 out of 334 |
+2.44%
Nov 2000 - Oct 2012 |
+5.67% |
+9.26%
Jan 1988 - Dec 1999 |
0.00%
0 out of 334 |
+4.43%
Sep 2000 - Aug 2013 |
+7.26% |
+11.81%
Nov 1987 - Oct 2000 |
0.00%
0 out of 322 |
+2.32%
Sep 2000 - Aug 2013 |
+5.48% |
+9.05%
Nov 1987 - Oct 2000 |
0.00%
0 out of 322 |
+4.83%
May 2000 - Apr 2014 |
+7.38% |
+10.73%
Jan 1988 - Dec 2001 |
0.00%
0 out of 310 |
+2.74%
May 2000 - Apr 2014 |
+5.41% |
+8.16%
Sep 1986 - Aug 2000 |
0.00%
0 out of 310 |
+5.11%
Sep 2000 - Aug 2015 |
+7.20% |
+10.37%
Nov 1985 - Oct 2000 |
0.00%
0 out of 298 |
+3.23%
Sep 2000 - Aug 2015 |
+5.34% |
+8.00%
Nov 1985 - Oct 2000 |
0.00%
0 out of 298 |
+5.29%
Sep 2000 - Aug 2016 |
+7.17% |
+10.05%
Nov 1990 - Oct 2006 |
0.00%
0 out of 286 |
+3.49%
Apr 2000 - Mar 2016 |
+5.35% |
+7.57%
Nov 1990 - Oct 2006 |
0.00%
0 out of 286 |
+5.11%
Sep 2000 - Aug 2017 |
+7.43% |
+9.77%
Nov 1990 - Oct 2007 |
0.00%
0 out of 274 |
+3.34%
Sep 2000 - Aug 2017 |
+5.39% |
+7.28%
Nov 1990 - Oct 2007 |
0.00%
0 out of 274 |
+5.09%
Nov 2000 - Oct 2018 |
+7.54% |
+9.31%
Dec 1987 - Nov 2005 |
0.00%
0 out of 262 |
+3.30%
Nov 2000 - Oct 2018 |
+5.45% |
+6.70%
Dec 1987 - Nov 2005 |
0.00%
0 out of 262 |
+5.20%
Jan 2000 - Dec 2018 |
+7.63% |
+9.08%
Dec 1987 - Nov 2006 |
0.00%
0 out of 250 |
+3.40%
Jan 2000 - Dec 2018 |
+5.41% |
+6.50%
Dec 1987 - Nov 2006 |
0.00%
0 out of 250 |
+5.10%
Apr 2000 - Mar 2020 |
+7.56% |
+9.22%
Nov 1990 - Oct 2010 |
0.00%
0 out of 238 |
+3.39%
Apr 2000 - Mar 2020 |
+5.35% |
+6.97%
Apr 1995 - Mar 2015 |
0.00%
0 out of 238 |
Aim Ways Aim comfortable trip To EUR Bond Hedged Portfolio: ETF allocation and returns