Consolidated Returns as of 30 June 2024
Holding the Dedalo Invest Dedalo Three Euro Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~52 years), the longest period with a negative return lasted 154 months (from January 2000 to October 2012).
This means that every rolling period of 155 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Dedalo Invest Dedalo Three 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 9.83% (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 | +11.47% |
+56.84%
Aug 1982 - Jul 1983 |
-41.73%
Mar 2008 - Feb 2009 |
25.08%
155 out of 618 |
Euro Inflation Adjusted | +8.61% |
+52.49%
Aug 1982 - Jul 1983 |
-42.40%
Mar 2008 - Feb 2009 |
31.23%
193 out of 618 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.47% |
+34.17%
Mar 2009 - Feb 2011 |
-26.91%
Mar 2007 - Feb 2009 |
15.02%
91 out of 606 |
Euro Inflation Adjusted | +6.28% |
+32.01%
Mar 2009 - Feb 2011 |
-28.50%
Mar 2007 - Feb 2009 |
22.61%
137 out of 606 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.94% |
+29.06%
Apr 1995 - Mar 1998 |
-20.23%
Apr 2000 - Mar 2003 |
13.64%
81 out of 594 |
Euro Inflation Adjusted | +7.42% |
+27.44%
Aug 1984 - Jul 1987 |
-22.07%
Apr 2000 - Mar 2003 |
18.01%
107 out of 594 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.02% |
+27.26%
Jul 1982 - Jun 1986 |
-9.59%
Sep 2000 - Aug 2004 |
13.75%
80 out of 582 |
Euro Inflation Adjusted | +7.01% |
+24.94%
Jul 1982 - Jun 1986 |
-11.54%
Sep 2000 - Aug 2004 |
19.07%
111 out of 582 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.81% |
+26.62%
Aug 1982 - Jul 1987 |
-6.10%
Apr 1998 - Mar 2003 |
12.28%
70 out of 570 |
Euro Inflation Adjusted | +7.05% |
+24.78%
Aug 1982 - Jul 1987 |
-7.93%
Apr 1998 - Mar 2003 |
20.88%
119 out of 570 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.53% |
+20.71%
Oct 1981 - Sep 1987 |
-2.18%
Sep 2000 - Aug 2006 |
5.02%
28 out of 558 |
Euro Inflation Adjusted | +6.78% |
+18.39%
Oct 1981 - Sep 1987 |
-4.42%
Mar 1972 - Feb 1978 |
18.10%
101 out of 558 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.58% |
+20.25%
Aug 1982 - Jul 1989 |
-5.01%
Mar 2002 - Feb 2009 |
2.01%
11 out of 546 |
Euro Inflation Adjusted | +6.58% |
+18.33%
Aug 1982 - Jul 1989 |
-6.96%
Mar 2002 - Feb 2009 |
12.82%
70 out of 546 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.97% |
+19.48%
Sep 1992 - Aug 2000 |
-5.68%
Mar 2001 - Feb 2009 |
3.75%
20 out of 534 |
Euro Inflation Adjusted | +7.17% |
+17.03%
Sep 1992 - Aug 2000 |
-7.66%
Mar 2001 - Feb 2009 |
7.87%
42 out of 534 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.40% |
+18.56%
Jan 1991 - Dec 1999 |
-6.73%
Mar 2000 - Feb 2009 |
4.21%
22 out of 522 |
Euro Inflation Adjusted | +6.91% |
+15.73%
Jan 1991 - Dec 1999 |
-8.67%
Mar 2000 - Feb 2009 |
7.66%
40 out of 522 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.83% |
+17.26%
Oct 1990 - Sep 2000 |
-3.37%
Mar 1999 - Feb 2009 |
4.90%
25 out of 510 |
Euro Inflation Adjusted | +7.28% |
+14.46%
Oct 1990 - Sep 2000 |
-5.36%
Mar 1999 - Feb 2009 |
10.59%
54 out of 510 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.11% |
+15.22%
Aug 1982 - Jul 1993 |
-2.27%
Apr 1998 - Mar 2009 |
4.82%
24 out of 498 |
Euro Inflation Adjusted | +7.83% |
+12.52%
Aug 1982 - Jul 1993 |
-4.19%
Apr 1998 - Mar 2009 |
9.04%
45 out of 498 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.56% |
+15.97%
Jan 1988 - Dec 1999 |
-1.02%
Jan 2000 - Dec 2011 |
2.67%
13 out of 486 |
Euro Inflation Adjusted | +6.96% |
+13.06%
Jan 1988 - Dec 1999 |
-3.11%
Jan 2000 - Dec 2011 |
9.05%
44 out of 486 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.31% |
+16.69%
Oct 1974 - Sep 1987 |
+0.20%
Jan 2000 - Dec 2012 |
0.00%
0 out of 474 |
Euro Inflation Adjusted | +6.99% |
+12.82%
Oct 1974 - Sep 1987 |
-1.92%
Jan 2000 - Dec 2012 |
5.91%
28 out of 474 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.30% |
+14.83%
Jul 1984 - Jun 1998 |
+1.50%
Jun 1998 - May 2012 |
0.00%
0 out of 462 |
Euro Inflation Adjusted | +6.53% |
+12.33%
Jul 1984 - Jun 1998 |
-0.56%
Jun 1998 - May 2012 |
2.60%
12 out of 462 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.57% |
+15.94%
Aug 1982 - Jul 1997 |
+2.13%
Sep 2000 - Aug 2015 |
0.00%
0 out of 450 |
Euro Inflation Adjusted | +6.15% |
+13.28%
Aug 1982 - Jul 1997 |
+0.31%
Sep 2000 - Aug 2015 |
0.00%
0 out of 450 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.17% |
+15.94%
Aug 1982 - Jul 1998 |
+2.03%
Apr 2000 - Mar 2016 |
0.00%
0 out of 438 |
Euro Inflation Adjusted | +5.80% |
+13.35%
Aug 1982 - Jul 1998 |
+0.26%
Apr 2000 - Mar 2016 |
0.00%
0 out of 438 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.16% |
+15.83%
Jul 1982 - Jun 1999 |
+2.97%
Sep 2000 - Aug 2017 |
0.00%
0 out of 426 |
Euro Inflation Adjusted | +5.85% |
+13.33%
Jul 1982 - Jun 1999 |
+1.19%
Jan 2000 - Dec 2016 |
0.00%
0 out of 426 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+16.13%
Apr 1982 - Mar 2000 |
+3.06%
Apr 2000 - Mar 2018 |
0.00%
0 out of 414 |
Euro Inflation Adjusted | +5.66% |
+13.53%
Aug 1982 - Jul 2000 |
+1.32%
Apr 2000 - Mar 2018 |
0.00%
0 out of 414 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.34% |
+14.83%
May 1980 - Apr 1999 |
+2.88%
Jan 2000 - Dec 2018 |
0.00%
0 out of 402 |
Euro Inflation Adjusted | +5.62% |
+12.16%
Oct 1981 - Sep 2000 |
+1.12%
Jan 2000 - Dec 2018 |
0.00%
0 out of 402 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.26% |
+15.57%
Apr 1980 - Mar 2000 |
+2.55%
Apr 2000 - Mar 2020 |
0.00%
0 out of 390 |
Euro Inflation Adjusted | +5.66% |
+12.63%
Apr 1980 - Mar 2000 |
+0.88%
Apr 2000 - Mar 2020 |
0.00%
0 out of 390 |
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To obtain comprehensive information, please consult the Dedalo Invest Dedalo Three Euro Portfolio: ETF allocation and returns page.