Consolidated Returns as of 30 June 2024
Holding the Dedalo Invest Dedalo Eleven Euro Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~35 years), the longest period with a negative return lasted 119 months (from May 1999 to March 2009).
This means that every rolling period of 120 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Dedalo Invest Dedalo Eleven Euro 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
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The annualized return of the last 10 years has been 7.31% (updated at Jun 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.22% |
+48.68%
Aug 1996 - Jul 1997 |
-31.97%
Mar 2008 - Feb 2009 |
24.38%
99 out of 406 |
Euro Inflation Adjusted | +8.17% |
+46.50%
Aug 1996 - Jul 1997 |
-33.55%
Nov 2007 - Oct 2008 |
28.33%
115 out of 406 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.83% |
+31.20%
Sep 1998 - Aug 2000 |
-20.07%
Mar 2007 - Feb 2009 |
15.99%
63 out of 394 |
Euro Inflation Adjusted | +6.42% |
+29.16%
Sep 1998 - Aug 2000 |
-21.81%
Mar 2007 - Feb 2009 |
21.07%
83 out of 394 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.94% |
+27.43%
Apr 1995 - Mar 1998 |
-13.65%
Apr 2000 - Mar 2003 |
14.40%
55 out of 382 |
Euro Inflation Adjusted | +7.06% |
+25.29%
Apr 1995 - Mar 1998 |
-15.64%
Apr 2000 - Mar 2003 |
18.85%
72 out of 382 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.53% |
+23.34%
Jan 1996 - Dec 1999 |
-5.20%
Sep 2000 - Aug 2004 |
13.24%
49 out of 370 |
Euro Inflation Adjusted | +6.22% |
+21.52%
Jan 1996 - Dec 1999 |
-7.25%
Sep 2000 - Aug 2004 |
19.46%
72 out of 370 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.89% |
+23.80%
Apr 1995 - Mar 2000 |
-2.20%
Mar 2004 - Feb 2009 |
4.75%
17 out of 358 |
Euro Inflation Adjusted | +5.71% |
+21.84%
Apr 1995 - Mar 2000 |
-4.24%
Mar 2004 - Feb 2009 |
15.08%
54 out of 358 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.66% |
+18.28%
Nov 1994 - Oct 2000 |
+0.96%
Oct 2005 - Sep 2011 |
0.00%
0 out of 346 |
Euro Inflation Adjusted | +4.84% |
+16.22%
Nov 1994 - Oct 2000 |
-1.05%
Sep 2000 - Aug 2006 |
4.05%
14 out of 346 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+18.56%
Jan 1993 - Dec 1999 |
-1.73%
Mar 2002 - Feb 2009 |
1.20%
4 out of 334 |
Euro Inflation Adjusted | +5.14% |
+16.18%
Jan 1993 - Dec 1999 |
-3.75%
Mar 2002 - Feb 2009 |
2.69%
9 out of 334 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.48% |
+18.91%
Sep 1992 - Aug 2000 |
-1.98%
Mar 2001 - Feb 2009 |
2.80%
9 out of 322 |
Euro Inflation Adjusted | +5.58% |
+16.48%
Sep 1992 - Aug 2000 |
-4.04%
Mar 2001 - Feb 2009 |
5.59%
18 out of 322 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.25% |
+18.58%
Jan 1991 - Dec 1999 |
-2.75%
Mar 2000 - Feb 2009 |
3.23%
10 out of 310 |
Euro Inflation Adjusted | +5.35% |
+15.75%
Jan 1991 - Dec 1999 |
-4.77%
Mar 2000 - Feb 2009 |
5.16%
16 out of 310 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.53% |
+17.52%
Oct 1990 - Sep 2000 |
+0.65%
Apr 1999 - Mar 2009 |
0.00%
0 out of 298 |
Euro Inflation Adjusted | +5.70% |
+14.71%
Oct 1990 - Sep 2000 |
-1.44%
Apr 1999 - Mar 2009 |
6.71%
20 out of 298 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.76% |
+14.29%
Nov 1989 - Oct 2000 |
+0.87%
Oct 2000 - Sep 2011 |
0.00%
0 out of 286 |
Euro Inflation Adjusted | +5.76% |
+11.41%
Nov 1989 - Oct 2000 |
-1.21%
Oct 2000 - Sep 2011 |
3.15%
9 out of 286 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.40% |
+12.08%
Apr 1990 - Mar 2002 |
+1.87%
Jan 2000 - Dec 2011 |
0.00%
0 out of 274 |
Euro Inflation Adjusted | +5.55% |
+9.65%
Mar 2009 - Feb 2021 |
-0.27%
Jan 2000 - Dec 2011 |
1.82%
5 out of 274 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.34% |
+11.16%
Feb 1991 - Jan 2004 |
+2.67%
Sep 2000 - Aug 2013 |
0.00%
0 out of 262 |
Euro Inflation Adjusted | +5.44% |
+9.23%
Mar 2009 - Feb 2022 |
+0.60%
Sep 2000 - Aug 2013 |
0.00%
0 out of 262 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.79% |
+11.00%
Jan 1991 - Dec 2004 |
+3.47%
Apr 2000 - Mar 2014 |
0.00%
0 out of 250 |
Euro Inflation Adjusted | +5.00% |
+8.63%
Oct 1992 - Sep 2006 |
+1.42%
Apr 2000 - Mar 2014 |
0.00%
0 out of 250 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.67% |
+11.68%
Feb 1991 - Jan 2006 |
+3.88%
Sep 2000 - Aug 2015 |
0.00%
0 out of 238 |
Euro Inflation Adjusted | +4.91% |
+9.18%
Feb 1991 - Jan 2006 |
+2.03%
Sep 2000 - Aug 2015 |
0.00%
0 out of 238 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.68% |
+11.57%
Jan 1991 - Dec 2006 |
+3.80%
Apr 2000 - Mar 2016 |
0.00%
0 out of 226 |
Euro Inflation Adjusted | +4.80% |
+9.05%
Feb 1991 - Jan 2007 |
+2.00%
Apr 2000 - Mar 2016 |
0.00%
0 out of 226 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.97% |
+11.48%
Nov 1990 - Oct 2007 |
+4.35%
Sep 2000 - Aug 2017 |
0.00%
0 out of 214 |
Euro Inflation Adjusted | +4.96% |
+8.95%
Nov 1990 - Oct 2007 |
+2.61%
Sep 2000 - Aug 2017 |
0.00%
0 out of 214 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.03% |
+10.02%
Nov 1989 - Oct 2007 |
+4.14%
Apr 2000 - Mar 2018 |
0.00%
0 out of 202 |
Euro Inflation Adjusted | +5.04% |
+7.40%
Nov 1989 - Oct 2007 |
+2.38%
Apr 2000 - Mar 2018 |
0.00%
0 out of 202 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.06% |
+9.10%
Jan 1991 - Dec 2009 |
+3.99%
Jan 2000 - Dec 2018 |
0.00%
0 out of 190 |
Euro Inflation Adjusted | +4.91% |
+6.69%
Jan 1991 - Dec 2009 |
+2.22%
Jan 2000 - Dec 2018 |
0.00%
0 out of 190 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.26% |
+9.36%
Jan 1991 - Dec 2010 |
+3.65%
Apr 2000 - Mar 2020 |
0.00%
0 out of 178 |
Euro Inflation Adjusted | +5.22% |
+7.20%
Apr 1995 - Mar 2015 |
+1.97%
Apr 2000 - Mar 2020 |
0.00%
0 out of 178 |
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To obtain comprehensive information, please consult the Dedalo Invest Dedalo Eleven Euro Portfolio: ETF allocation and returns page.