Data Source: from May 2003 to March 2024 (~21 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 2024
Holding the US Stocks Equal Weight Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~21 years), the longest period with a negative return lasted 70 months (from May 2003 to February 2009).
This means that every rolling period of 71 months or above has always granted a positive return.
To obtain comprehensive information, please consult the US Stocks Equal Weight Portfolio: ETF allocation and returns page.
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.
US STOCKS EQUAL WEIGHT PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 May 2003 - 31 March 2024 (~21 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +12.75% |
+79.06%
Mar 2009 - Feb 2010 |
-47.46%
Mar 2008 - Feb 2009 |
20.42%
49 out of 240 |
| US Inflation Adjusted | +10.04% |
+75.29%
Mar 2009 - Feb 2010 |
-47.46%
Mar 2008 - Feb 2009 |
26.67%
64 out of 240 |
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 | +11.36% |
+51.38%
Mar 2009 - Feb 2011 |
-30.52%
Mar 2007 - Feb 2009 |
13.16%
30 out of 228 |
| US Inflation Adjusted | +8.22% |
+48.21%
Mar 2009 - Feb 2011 |
-31.92%
Mar 2007 - Feb 2009 |
18.42%
42 out of 228 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.51% |
+33.05%
Mar 2009 - Feb 2012 |
-18.35%
Mar 2006 - Feb 2009 |
12.96%
28 out of 216 |
| US Inflation Adjusted | +8.92% |
+29.95%
Mar 2009 - Feb 2012 |
-20.09%
Mar 2006 - Feb 2009 |
14.35%
31 out of 216 |
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 | +10.88% |
+28.19%
Mar 2009 - Feb 2013 |
-11.39%
Mar 2005 - Feb 2009 |
11.27%
23 out of 204 |
| US Inflation Adjusted | +8.25% |
+25.31%
Mar 2009 - Feb 2013 |
-13.59%
Mar 2005 - Feb 2009 |
18.14%
37 out of 204 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.77% |
+28.31%
Mar 2009 - Feb 2014 |
-7.39%
Mar 2004 - Feb 2009 |
4.69%
9 out of 192 |
| US Inflation Adjusted | +7.54% |
+25.72%
Mar 2009 - Feb 2014 |
-9.77%
Mar 2004 - Feb 2009 |
14.58%
28 out of 192 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.40% |
+25.91%
Mar 2009 - Feb 2015 |
+1.75%
Oct 2005 - Sep 2011 |
0.00%
0 out of 180 |
| US Inflation Adjusted | +7.86% |
+23.80%
Mar 2009 - Feb 2015 |
-0.45%
Oct 2005 - Sep 2011 |
1.11%
2 out of 180 |
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)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.73% |
+20.10%
Mar 2009 - Feb 2016 |
+3.91%
Jan 2005 - Dec 2011 |
0.00%
0 out of 168 |
| US Inflation Adjusted | +7.79% |
+18.23%
Mar 2009 - Feb 2016 |
+1.32%
Oct 2004 - Sep 2011 |
0.00%
0 out of 168 |
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 | +10.30% |
+20.86%
Mar 2009 - Feb 2017 |
+5.40%
Jan 2004 - Dec 2011 |
0.00%
0 out of 156 |
| US Inflation Adjusted | +7.52% |
+18.80%
Mar 2009 - Feb 2017 |
+2.76%
Jan 2004 - Dec 2011 |
0.00%
0 out of 156 |
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 | +9.74% |
+19.89%
Mar 2009 - Feb 2018 |
+6.17%
Feb 2007 - Jan 2016 |
0.00%
0 out of 144 |
| US Inflation Adjusted | +7.13% |
+17.78%
Mar 2009 - Feb 2018 |
+4.07%
Jan 2004 - Dec 2012 |
0.00%
0 out of 144 |
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 | +10.24% |
+18.33%
Mar 2009 - Feb 2019 |
+6.90%
Feb 2006 - Jan 2016 |
0.00%
0 out of 132 |
| US Inflation Adjusted | +7.97% |
+16.28%
Mar 2009 - Feb 2019 |
+5.03%
Feb 2006 - Jan 2016 |
0.00%
0 out of 132 |
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 | +10.58% |
+16.66%
Mar 2009 - Feb 2020 |
+7.53%
Mar 2005 - Feb 2016 |
0.00%
0 out of 120 |
| US Inflation Adjusted | +8.28% |
+14.58%
Mar 2009 - Feb 2020 |
+5.49%
Mar 2005 - Feb 2016 |
0.00%
0 out of 120 |
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 | +9.46% |
+17.92%
Mar 2009 - Feb 2021 |
+7.28%
Jun 2007 - May 2019 |
0.00%
0 out of 108 |
| US Inflation Adjusted | +7.39% |
+15.83%
Mar 2009 - Feb 2021 |
+5.35%
Jan 2007 - Dec 2018 |
0.00%
0 out of 108 |
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 | +9.64% |
+17.81%
Mar 2009 - Feb 2022 |
+6.03%
Apr 2007 - Mar 2020 |
0.00%
0 out of 96 |
| US Inflation Adjusted | +7.48% |
+15.20%
Mar 2009 - Feb 2022 |
+4.17%
Apr 2007 - Mar 2020 |
0.00%
0 out of 96 |
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 | +9.93% |
+16.17%
Mar 2009 - Feb 2023 |
+6.40%
Apr 2006 - Mar 2020 |
0.00%
0 out of 84 |
| US Inflation Adjusted | +7.73% |
+13.31%
Mar 2009 - Feb 2023 |
+4.46%
Apr 2006 - Mar 2020 |
0.00%
0 out of 84 |
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 | +9.56% |
+15.95%
Mar 2009 - Feb 2024 |
+7.09%
Apr 2005 - Mar 2020 |
0.00%
0 out of 72 |
| US Inflation Adjusted | +7.35% |
+13.05%
Mar 2009 - Feb 2024 |
+5.03%
Apr 2005 - Mar 2020 |
0.00%
0 out of 72 |
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 | +9.50% |
+11.11%
May 2003 - Apr 2019 |
+7.25%
Apr 2004 - Mar 2020 |
0.00%
0 out of 60 |
| US Inflation Adjusted | +7.24% |
+8.84%
May 2003 - Apr 2019 |
+5.12%
Apr 2004 - Mar 2020 |
0.00%
0 out of 60 |
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 | +9.54% |
+11.07%
Sep 2004 - Aug 2021 |
+8.31%
Nov 2006 - Oct 2023 |
0.00%
0 out of 48 |
| US Inflation Adjusted | +7.31% |
+8.71%
Sep 2004 - Aug 2021 |
+5.66%
Nov 2006 - Oct 2023 |
0.00%
0 out of 48 |
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 | +9.61% |
+12.01%
May 2003 - Apr 2021 |
+8.81%
Nov 2005 - Oct 2023 |
0.00%
0 out of 36 |
| US Inflation Adjusted | +6.94% |
+9.70%
May 2003 - Apr 2021 |
+6.21%
Nov 2005 - Oct 2023 |
0.00%
0 out of 36 |
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 | +9.59% |
+11.39%
May 2003 - Apr 2022 |
+8.98%
Nov 2004 - Oct 2023 |
0.00%
0 out of 24 |
| US Inflation Adjusted | +6.85% |
+8.76%
May 2003 - Apr 2022 |
+6.28%
Nov 2004 - Oct 2023 |
0.00%
0 out of 24 |
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 | +9.83% |
+10.81%
May 2003 - Apr 2023 |
+9.23%
Nov 2003 - Oct 2023 |
0.00%
0 out of 12 |
| US Inflation Adjusted | +7.08% |
+8.06%
May 2003 - Apr 2023 |
+6.48%
Nov 2003 - Oct 2023 |
0.00%
0 out of 12 |
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 US Stocks Equal Weight Portfolio: ETF allocation and returns page.
