Consolidated Returns as of 30 June 2024
Holding the Dedalo Invest Dedalo Four Euro Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~50 years), the longest period with a negative return lasted 141 months (from January 2000 to September 2011).
This means that every rolling period of 142 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Dedalo Invest Dedalo Four 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 7.94% (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 | +10.51% |
+48.69%
Aug 1982 - Jul 1983 |
-32.62%
Mar 2008 - Feb 2009 |
19.90%
117 out of 588 |
Euro Inflation Adjusted | +8.17% |
+44.56%
Aug 1982 - Jul 1983 |
-33.40%
Mar 2008 - Feb 2009 |
25.68%
151 out of 588 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.52% |
+28.57%
Jun 1984 - May 1986 |
-20.30%
Mar 2007 - Feb 2009 |
11.28%
65 out of 576 |
Euro Inflation Adjusted | +6.75% |
+27.07%
Jun 1984 - May 1986 |
-22.03%
Mar 2007 - Feb 2009 |
17.71%
102 out of 576 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.26% |
+25.94%
Apr 1995 - Mar 1998 |
-14.69%
Apr 2000 - Mar 2003 |
10.28%
58 out of 564 |
Euro Inflation Adjusted | +6.88% |
+23.82%
Apr 1995 - Mar 1998 |
-16.66%
Apr 2000 - Mar 2003 |
14.72%
83 out of 564 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.59% |
+24.56%
Jul 1982 - Jun 1986 |
-6.08%
Sep 2000 - Aug 2004 |
12.14%
67 out of 552 |
Euro Inflation Adjusted | +6.75% |
+22.29%
Jul 1982 - Jun 1986 |
-8.11%
Sep 2000 - Aug 2004 |
14.67%
81 out of 552 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.46% |
+23.43%
Aug 1982 - Jul 1987 |
-3.44%
Mar 2004 - Feb 2009 |
7.59%
41 out of 540 |
Euro Inflation Adjusted | +6.39% |
+21.63%
Aug 1982 - Jul 1987 |
-5.46%
Mar 2004 - Feb 2009 |
14.44%
78 out of 540 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.85% |
+19.75%
Apr 1980 - Mar 1986 |
-0.32%
Sep 2000 - Aug 2006 |
0.38%
2 out of 528 |
Euro Inflation Adjusted | +6.69% |
+16.90%
Oct 1981 - Sep 1987 |
-2.48%
Sep 2000 - Aug 2006 |
8.71%
46 out of 528 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.00% |
+18.96%
Apr 1980 - Mar 1987 |
-2.53%
Mar 2002 - Feb 2009 |
1.16%
6 out of 516 |
Euro Inflation Adjusted | +6.69% |
+16.64%
Aug 1982 - Jul 1989 |
-4.53%
Mar 2002 - Feb 2009 |
5.04%
26 out of 516 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.35% |
+17.20%
Sep 1992 - Aug 2000 |
-3.08%
Mar 2001 - Feb 2009 |
2.78%
14 out of 504 |
Euro Inflation Adjusted | +7.00% |
+14.80%
Sep 1992 - Aug 2000 |
-5.12%
Mar 2001 - Feb 2009 |
5.16%
26 out of 504 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.71% |
+16.52%
Jan 1991 - Dec 1999 |
-3.88%
Mar 2000 - Feb 2009 |
3.05%
15 out of 492 |
Euro Inflation Adjusted | +7.02% |
+13.74%
Jan 1991 - Dec 1999 |
-5.88%
Mar 2000 - Feb 2009 |
5.49%
27 out of 492 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.95% |
+15.40%
Oct 1990 - Sep 2000 |
-1.20%
Mar 1999 - Feb 2009 |
2.50%
12 out of 480 |
Euro Inflation Adjusted | +6.81% |
+12.64%
Oct 1990 - Sep 2000 |
-3.24%
Mar 1999 - Feb 2009 |
5.83%
28 out of 480 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.91% |
+14.96%
Jan 1975 - Dec 1985 |
-0.35%
Apr 1998 - Mar 2009 |
0.85%
4 out of 468 |
Euro Inflation Adjusted | +6.87% |
+11.55%
Aug 1982 - Jul 1993 |
-2.31%
Apr 1998 - Mar 2009 |
7.69%
36 out of 468 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.83% |
+15.39%
Oct 1974 - Sep 1986 |
+0.66%
Jan 2000 - Dec 2011 |
0.00%
0 out of 456 |
Euro Inflation Adjusted | +6.61% |
+11.43%
Jan 1988 - Dec 1999 |
-1.46%
Jan 2000 - Dec 2011 |
3.95%
18 out of 456 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.48% |
+16.03%
Oct 1974 - Sep 1987 |
+1.62%
Jan 2000 - Dec 2012 |
0.00%
0 out of 444 |
Euro Inflation Adjusted | +6.30% |
+12.18%
Oct 1974 - Sep 1987 |
-0.53%
Jan 2000 - Dec 2012 |
2.25%
10 out of 444 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.39% |
+14.36%
Oct 1974 - Sep 1988 |
+2.61%
Apr 2000 - Mar 2014 |
0.00%
0 out of 432 |
Euro Inflation Adjusted | +6.08% |
+11.12%
Jul 1984 - Jun 1998 |
+0.54%
Jun 1998 - May 2012 |
0.00%
0 out of 432 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.01% |
+14.90%
Oct 1974 - Sep 1989 |
+3.05%
Sep 2000 - Aug 2015 |
0.00%
0 out of 420 |
Euro Inflation Adjusted | +5.59% |
+11.96%
Aug 1982 - Jul 1997 |
+1.21%
Sep 2000 - Aug 2015 |
0.00%
0 out of 420 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.74% |
+14.61%
Jul 1982 - Jun 1998 |
+2.95%
Apr 2000 - Mar 2016 |
0.00%
0 out of 408 |
Euro Inflation Adjusted | +5.45% |
+12.05%
Jul 1982 - Jun 1998 |
+1.17%
Apr 2000 - Mar 2016 |
0.00%
0 out of 408 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.56% |
+14.46%
Jul 1982 - Jun 1999 |
+3.61%
Sep 2000 - Aug 2017 |
0.00%
0 out of 396 |
Euro Inflation Adjusted | +5.39% |
+11.99%
Jul 1982 - Jun 1999 |
+1.86%
Jan 2000 - Dec 2016 |
0.00%
0 out of 396 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.72% |
+14.70%
Apr 1982 - Mar 2000 |
+3.62%
Apr 2000 - Mar 2018 |
0.00%
0 out of 384 |
Euro Inflation Adjusted | +5.33% |
+12.13%
Apr 1982 - Mar 2000 |
+1.87%
Apr 2000 - Mar 2018 |
0.00%
0 out of 384 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.50% |
+13.92%
May 1980 - Apr 1999 |
+3.43%
Jan 2000 - Dec 2018 |
0.00%
0 out of 372 |
Euro Inflation Adjusted | +5.36% |
+11.13%
Nov 1981 - Oct 2000 |
+1.67%
Jan 2000 - Dec 2018 |
0.00%
0 out of 372 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.53% |
+14.49%
Apr 1980 - Mar 2000 |
+3.20%
Apr 2000 - Mar 2020 |
0.00%
0 out of 360 |
Euro Inflation Adjusted | +5.33% |
+11.58%
Apr 1980 - Mar 2000 |
+1.52%
Apr 2000 - Mar 2020 |
0.00%
0 out of 360 |
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To obtain comprehensive information, please consult the Dedalo Invest Dedalo Four Euro Portfolio: ETF allocation and returns page.