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

Data Source: from January 1985 to April 2024 (~39 years)
Consolidated Returns as of 30 April 2024

This asset allocation page contains ETF(s) that are not available in our database in the destination currency (EUR).
We retained the original tickers and calculated returns using historical exchange rates or interest rate differentials in case currency hedging.

It's on you to opt for ETFs that mirror the same benchmark in the destination currency (EUR). The actual returns would be comparable, but they can fluctuate due to variations in sampling methodologies, annual fees, and the specific timing of exchange rate we use for month-end calculations. It is possible that you do not have access to ETFs in currency (hedged or not) that are similar to the original ones.

Holding the Aim Ways Aim comfortable trip To EUR Hedged Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~39 years), the longest period with a negative return lasted 39 months (from January 2000 to March 2003).

This means that every rolling period of 40 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Aim Ways Aim comfortable trip To EUR Hedged 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

AIM WAYS AIM COMFORTABLE TRIP TO EUR HEDGED PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 4.38% (updated at Apr 30, 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.

AIM WAYS AIM COMFORTABLE TRIP TO EUR HEDGED PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1985 - 30 April 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.02% +31.51%
Mar 2009 - Feb 2010
-17.49%
Mar 2008 - Feb 2009
13.23%
61 out of 461
Euro Inflation Adjusted +6.15% +30.39%
Mar 2009 - Feb 2010
-21.72%
Oct 2021 - Sep 2022
18.87%
87 out of 461
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.27% +26.13%
Mar 1985 - Feb 1987
-6.19%
Mar 2007 - Feb 2009
7.80%
35 out of 449
Euro Inflation Adjusted +6.24% +25.99%
Mar 1985 - Feb 1987
-9.70%
Nov 2021 - Oct 2023
12.47%
56 out of 449
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.20% +21.11%
Nov 1990 - Oct 1993
-1.70%
Mar 2006 - Feb 2009
1.60%
7 out of 437
Euro Inflation Adjusted +5.97% +17.17%
Mar 1985 - Feb 1988
-3.87%
Oct 2020 - Sep 2023
9.15%
40 out of 437
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.53% +16.53%
Nov 1990 - Oct 1994
+1.06%
Mar 2005 - Feb 2009
0.00%
0 out of 425
Euro Inflation Adjusted +5.52% +13.91%
Jan 1985 - Dec 1988
-1.90%
Oct 2018 - Sep 2022
3.29%
14 out of 425
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.54% +16.05%
Nov 1990 - Oct 1995
+1.72%
Oct 2017 - Sep 2022
0.00%
0 out of 413
Euro Inflation Adjusted +5.52% +12.60%
Jan 1985 - Dec 1989
-1.38%
Oct 2017 - Sep 2022
2.66%
11 out of 413
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.63% +15.06%
Nov 1990 - Oct 1996
+2.45%
Oct 2016 - Sep 2022
0.00%
0 out of 401
Euro Inflation Adjusted +5.60% +11.75%
Nov 1990 - Oct 1996
-0.42%
Nov 2017 - Oct 2023
0.75%
3 out of 401
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.78% +14.07%
Oct 1990 - Sep 1997
+3.30%
Apr 2013 - Mar 2020
0.00%
0 out of 389
Euro Inflation Adjusted +5.83% +10.92%
Oct 1990 - Sep 1997
+0.46%
Oct 2016 - Sep 2023
0.00%
0 out of 389
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.77% +13.22%
Oct 1985 - Sep 1993
+2.89%
Oct 2014 - Sep 2022
0.00%
0 out of 377
Euro Inflation Adjusted +5.74% +10.54%
Jan 1985 - Dec 1992
+0.69%
Oct 2014 - Sep 2022
0.00%
0 out of 377
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.94% +13.92%
Jan 1985 - Dec 1993
+3.28%
Oct 2013 - Sep 2022
0.00%
0 out of 365
Euro Inflation Adjusted +5.92% +11.29%
Jan 1985 - Dec 1993
+1.07%
Nov 2014 - Oct 2023
0.00%
0 out of 365
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.96% +12.58%
Oct 1985 - Sep 1995
+3.43%
Oct 2012 - Sep 2022
0.00%
0 out of 353
Euro Inflation Adjusted +5.94% +9.85%
Oct 1985 - Sep 1995
+1.44%
Nov 2013 - Oct 2023
0.00%
0 out of 353
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.03% +13.01%
Jan 1985 - Dec 1995
+4.05%
Oct 2012 - Sep 2023
0.00%
0 out of 341
Euro Inflation Adjusted +5.97% +10.36%
Jan 1985 - Dec 1995
+1.90%
Oct 2012 - Sep 2023
0.00%
0 out of 341
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.04% +12.69%
Jan 1985 - Dec 1996
+4.45%
Nov 2011 - Oct 2023
0.00%
0 out of 329
Euro Inflation Adjusted +5.98% +10.08%
Jan 1985 - Dec 1996
+2.27%
Nov 2011 - Oct 2023
0.00%
0 out of 329
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.05% +12.07%
Mar 1985 - Feb 1998
+4.75%
Nov 2010 - Oct 2023
0.00%
0 out of 317
Euro Inflation Adjusted +6.00% +9.61%
Mar 1985 - Feb 1998
+2.50%
Nov 2010 - Oct 2023
0.00%
0 out of 317
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.80% +12.24%
Jan 1985 - Dec 1998
+5.41%
Apr 2006 - Mar 2020
0.00%
0 out of 305
Euro Inflation Adjusted +5.79% +9.83%
Jan 1985 - Dec 1998
+3.25%
Oct 2009 - Sep 2023
0.00%
0 out of 305
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.80% +12.22%
Jan 1985 - Dec 1999
+4.82%
Nov 2007 - Oct 2022
0.00%
0 out of 293
Euro Inflation Adjusted +5.78% +9.85%
Jan 1985 - Dec 1999
+2.72%
Nov 2007 - Oct 2022
0.00%
0 out of 293
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.78% +11.36%
Jan 1985 - Dec 2000
+4.96%
Nov 2007 - Oct 2023
0.00%
0 out of 281
Euro Inflation Adjusted +5.79% +8.98%
Jan 1985 - Dec 2000
+2.80%
Nov 2007 - Oct 2023
0.00%
0 out of 281
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.87% +10.64%
Jan 1985 - Dec 2001
+5.35%
Nov 2006 - Oct 2023
0.00%
0 out of 269
Euro Inflation Adjusted +5.84% +8.29%
Jan 1985 - Dec 2001
+3.16%
Nov 2006 - Oct 2023
0.00%
0 out of 269
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.94% +10.15%
Nov 1985 - Oct 2003
+5.57%
Jan 2005 - Dec 2022
0.00%
0 out of 257
Euro Inflation Adjusted +5.99% +7.78%
Nov 1985 - Oct 2003
+3.47%
Oct 2005 - Sep 2023
0.00%
0 out of 257
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.00% +10.73%
Jan 1985 - Dec 2003
+5.78%
Nov 2004 - Oct 2023
0.00%
0 out of 245
Euro Inflation Adjusted +5.92% +8.38%
Jan 1985 - Dec 2003
+3.59%
Nov 2004 - Oct 2023
0.00%
0 out of 245
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.03% +10.75%
Jan 1985 - Dec 2004
+5.85%
Apr 2000 - Mar 2020
0.00%
0 out of 233
Euro Inflation Adjusted +5.85% +8.39%
Jan 1985 - Dec 2004
+3.82%
Nov 2003 - Oct 2023
0.00%
0 out of 233
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 Aim Ways Aim comfortable trip To EUR Hedged Portfolio: ETF allocation and returns page.