FundAdvice Ultimate Buy&Hold Portfolio: Rolling Returns

Data Source: from January 1985 to February 2024 (~39 years)
Consolidated Returns as of 29 February 2024

Holding the FundAdvice Ultimate Buy&Hold 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 52 months (from November 2004 to February 2009).

This means that every rolling period of 53 months or above has always granted a positive return.

To obtain comprehensive information, please consult the FundAdvice Ultimate Buy&Hold 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

FUNDADVICE ULTIMATE BUY&HOLD PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 4.42% (updated at Feb 29, 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.

FUNDADVICE ULTIMATE BUY&HOLD PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.49 03/2008
02/2009
0.70$ -1.34 0.98$ 8.09 1.08$ 15.86 1.15$ 39.16 03/2009
02/2010
1.39$ 7.62 18.91%
2Y -15.21 03/2007
02/2009
0.71$ 0.97 1.01$ 7.13 1.14$ 13.41 1.28$ 27.26 03/2009
02/2011
1.61$ 0.40 11.57%
3Y -6.63 03/2006
02/2009
0.81$ 2.63 1.08$ 6.93 1.22$ 11.99 1.40$ 21.10 04/2003
03/2006
1.77$ 1.61 3.69%
4Y -2.14 03/2005
02/2009
0.91$ 3.61 1.15$ 6.62 1.29$ 10.73 1.50$ 18.93 04/2003
03/2007
2.00$ 4.95 0.64%
5Y 0.71 03/2004
02/2009
1.03$ 3.80 1.20$ 6.64 1.37$ 10.27 1.63$ 16.61 11/2002
10/2007
2.15$ 4.45 0.00%
6Y 2.11 11/2017
10/2023
1.13$ 4.67 1.31$ 6.92 1.49$ 9.92 1.76$ 13.78 11/2001
10/2007
2.16$ 3.85 0.00%
7Y 3.38 04/2013
03/2020
1.26$ 5.36 1.44$ 6.72 1.57$ 9.62 1.90$ 11.75 11/2000
10/2007
2.17$ 4.56 0.00%
8Y 3.28 10/2014
09/2022
1.29$ 5.08 1.48$ 7.06 1.72$ 9.26 2.03$ 11.18 03/1999
02/2007
2.33$ 5.78 0.00%
9Y 3.41 11/2014
10/2023
1.35$ 4.89 1.53$ 7.36 1.89$ 9.40 2.24$ 11.21 10/1998
09/2007
2.60$ 4.39 0.00%
10Y 3.57 11/2013
10/2023
1.42$ 5.31 1.67$ 7.47 2.05$ 9.39 2.45$ 10.48 05/1997
04/2007
2.70$ 4.42 0.00%
11Y 4.29 11/2007
10/2018
1.58$ 5.43 1.78$ 7.39 2.19$ 9.57 2.73$ 10.46 02/1995
01/2006
2.98$ 5.08 0.00%
12Y 4.11 04/2008
03/2020
1.62$ 5.36 1.87$ 7.31 2.33$ 9.23 2.88$ 10.67 02/1995
01/2007
3.37$ 5.36 0.00%
13Y 3.87 04/2007
03/2020
1.63$ 5.53 2.01$ 7.53 2.56$ 8.45 2.87$ 10.40 12/1994
11/2007
3.61$ 5.16 0.00%
14Y 4.48 04/2006
03/2020
1.84$ 5.64 2.15$ 7.53 2.76$ 8.14 2.99$ 9.45 06/1994
05/2008
3.53$ 5.92 0.00%
15Y 3.89 10/2007
09/2022
1.77$ 5.69 2.29$ 7.55 2.98$ 8.23 3.27$ 8.93 02/2003
01/2018
3.60$ 7.87 0.00%
16Y 3.87 11/2007
10/2023
1.83$ 5.78 2.45$ 7.58 3.21$ 8.16 3.50$ 8.84 03/1995
02/2011
3.87$ 5.04 0.00%
17Y 4.49 11/2006
10/2023
2.11$ 6.32 2.83$ 7.52 3.43$ 8.03 3.71$ 8.56 05/1994
04/2011
4.04$ 4.85 0.00%
18Y 5.16 11/2005
10/2023
2.47$ 6.47 3.09$ 7.49 3.66$ 8.11 4.07$ 8.55 02/1995
01/2013
4.37$ 5.30 0.00%
19Y 5.53 11/2004
10/2023
2.77$ 6.56 3.34$ 7.38 3.87$ 8.16 4.43$ 8.65 03/1995
02/2014
4.83$ 5.68 0.00%
20Y 5.95 11/2003
10/2023
3.17$ 6.80 3.73$ 7.35 4.13$ 7.91 4.58$ 8.50 07/1994
06/2014
5.11$ 6.03 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.50 03/2008
02/2009
0.70$ -3.52 0.96$ 5.40 1.05$ 13.39 1.13$ 36.46 04/2003
03/2004
1.36$ 4.78 26.36%
2Y -16.91 03/2007
02/2009
0.69$ -0.92 0.98$ 4.88 1.10$ 10.44 1.21$ 24.59 03/2009
02/2011
1.55$ -3.76 17.80%
3Y -8.62 03/2006
02/2009
0.76$ -0.31 0.99$ 4.80 1.15$ 9.20 1.30$ 17.82 04/2003
03/2006
1.63$ -3.70 16.31%
4Y -4.56 03/2005
02/2009
0.82$ 1.01 1.04$ 4.77 1.20$ 8.08 1.36$ 15.71 04/2003
03/2007
1.79$ 0.39 9.27%
5Y -2.27 10/2017
09/2022
0.89$ 1.37 1.07$ 4.80 1.26$ 7.59 1.44$ 13.31 11/2002
10/2007
1.86$ 0.33 7.31%
6Y -1.58 11/2017
10/2023
0.90$ 2.45 1.15$ 4.66 1.31$ 7.08 1.50$ 11.40 03/2009
02/2015
1.91$ 0.17 2.77%
7Y 0.23 11/2016
10/2023
1.01$ 3.14 1.24$ 4.85 1.39$ 6.91 1.59$ 8.84 11/2000
10/2007
1.80$ 1.06 0.00%
8Y 0.46 10/2014
09/2022
1.03$ 3.21 1.28$ 4.76 1.45$ 6.69 1.67$ 8.96 03/2009
02/2017
1.98$ 2.32 0.00%
9Y 0.48 11/2014
10/2023
1.04$ 2.83 1.28$ 5.00 1.55$ 6.74 1.79$ 8.69 03/2009
02/2018
2.11$ 1.26 0.00%
10Y 0.76 11/2013
10/2023
1.07$ 3.26 1.37$ 5.09 1.64$ 6.75 1.92$ 7.72 05/1997
04/2007
2.10$ 1.60 0.00%
11Y 1.97 11/2012
10/2023
1.23$ 3.27 1.42$ 5.09 1.72$ 6.80 2.06$ 7.68 02/1995
01/2006
2.25$ 2.39 0.00%
12Y 2.06 06/2011
05/2023
1.27$ 3.17 1.45$ 4.88 1.77$ 6.69 2.17$ 7.93 02/1995
01/2007
2.49$ 2.71 0.00%
13Y 2.02 11/2010
10/2023
1.29$ 3.46 1.55$ 5.02 1.89$ 6.12 2.16$ 7.55 11/1994
10/2007
2.57$ 2.49 0.00%
14Y 2.58 04/2006
03/2020
1.42$ 3.55 1.62$ 5.05 1.99$ 5.73 2.18$ 6.62 04/2003
03/2017
2.45$ 3.27 0.00%
15Y 1.49 10/2007
09/2022
1.24$ 3.70 1.72$ 5.15 2.12$ 5.72 2.30$ 6.70 02/2003
01/2018
2.64$ 5.20 0.00%
16Y 1.40 11/2007
10/2023
1.24$ 3.42 1.71$ 5.19 2.24$ 5.72 2.43$ 6.25 03/1995
02/2011
2.63$ 2.60 0.00%
17Y 1.94 11/2006
10/2023
1.38$ 3.90 1.91$ 5.24 2.38$ 5.59 2.52$ 5.93 02/2003
01/2020
2.66$ 2.32 0.00%
18Y 2.65 11/2005
10/2023
1.60$ 3.99 2.02$ 5.21 2.49$ 5.68 2.70$ 6.26 04/2003
03/2021
2.98$ 2.76 0.00%
19Y 2.91 11/2004
10/2023
1.72$ 4.19 2.18$ 5.14 2.59$ 5.68 2.85$ 6.14 03/1995
02/2014
3.10$ 3.06 0.00%
20Y 3.29 11/2003
10/2023
1.90$ 4.44 2.38$ 5.09 2.69$ 5.54 2.94$ 6.07 03/1995
02/2015
3.24$ 3.38 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.49 03/2008
02/2009
0.70$ -0.45 0.99$ 9.22 1.09$ 18.60 1.18$ 39.73 04/1985
03/1986
1.39$ 7.62 16.12%
2Y -15.21 03/2007
02/2009
0.71$ 2.21 1.04$ 8.75 1.18$ 14.65 1.31$ 31.68 03/1985
02/1987
1.73$ 0.40 8.72%
3Y -6.63 03/2006
02/2009
0.81$ 3.72 1.11$ 8.27 1.26$ 13.37 1.45$ 21.21 03/1985
02/1988
1.78$ 1.61 2.76%
4Y -2.14 03/2005
02/2009
0.91$ 3.97 1.16$ 8.12 1.36$ 12.30 1.59$ 20.20 10/1985
09/1989
2.08$ 4.95 0.47%
5Y 0.71 03/2004
02/2009
1.03$ 4.38 1.23$ 8.21 1.48$ 12.27 1.78$ 20.13 01/1985
12/1989
2.50$ 4.45 0.00%
6Y 2.11 11/2017
10/2023
1.13$ 5.03 1.34$ 7.89 1.57$ 11.50 1.92$ 15.75 04/1985
03/1991
2.40$ 3.85 0.00%
7Y 3.38 04/2013
03/2020
1.26$ 5.54 1.45$ 8.08 1.72$ 11.09 2.08$ 16.76 01/1985
12/1991
2.95$ 4.56 0.00%
8Y 3.28 10/2014
09/2022
1.29$ 5.60 1.54$ 8.29 1.89$ 10.89 2.28$ 15.69 10/1985
09/1993
3.20$ 5.78 0.00%
9Y 3.41 11/2014
10/2023
1.35$ 5.43 1.60$ 8.50 2.08$ 10.77 2.51$ 16.31 01/1985
12/1993
3.89$ 4.39 0.00%
10Y 3.57 11/2013
10/2023
1.42$ 5.72 1.74$ 8.31 2.22$ 10.28 2.66$ 14.24 01/1985
12/1994
3.78$ 4.42 0.00%
11Y 4.29 11/2007
10/2018
1.58$ 5.74 1.84$ 8.28 2.39$ 10.25 2.92$ 14.51 01/1985
12/1995
4.43$ 5.08 0.00%
12Y 4.11 04/2008
03/2020
1.62$ 5.96 2.00$ 8.43 2.64$ 10.10 3.17$ 14.12 01/1985
12/1996
4.87$ 5.36 0.00%
13Y 3.87 04/2007
03/2020
1.63$ 5.99 2.13$ 8.15 2.76$ 10.01 3.45$ 13.65 04/1985
03/1998
5.27$ 5.16 0.00%
14Y 4.48 04/2006
03/2020
1.84$ 6.09 2.28$ 8.04 2.95$ 10.06 3.82$ 13.12 01/1985
12/1998
5.61$ 5.92 0.00%
15Y 3.89 10/2007
09/2022
1.77$ 6.33 2.51$ 8.06 3.20$ 10.13 4.25$ 13.03 01/1985
12/1999
6.27$ 7.87 0.00%
16Y 3.87 11/2007
10/2023
1.83$ 6.51 2.74$ 7.93 3.39$ 10.11 4.67$ 12.50 01/1985
12/2000
6.58$ 5.04 0.00%
17Y 4.49 11/2006
10/2023
2.11$ 7.04 3.17$ 7.93 3.66$ 10.19 5.20$ 11.76 01/1985
12/2001
6.61$ 4.85 0.00%
18Y 5.16 11/2005
10/2023
2.47$ 7.06 3.41$ 8.05 4.03$ 10.20 5.74$ 11.09 11/1985
10/2003
6.64$ 5.30 0.00%
19Y 5.53 11/2004
10/2023
2.77$ 7.07 3.66$ 8.06 4.36$ 10.20 6.32$ 11.92 01/1985
12/2003
8.50$ 5.68 0.00%
20Y 5.95 11/2003
10/2023
3.17$ 7.15 3.97$ 8.11 4.75$ 10.18 6.94$ 12.13 01/1985
12/2004
9.87$ 6.03 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.50 03/2008
02/2009
0.70$ -2.80 0.97$ 6.32 1.06$ 15.05 1.15$ 37.55 09/1985
08/1986
1.37$ 4.78 24.62%
2Y -16.91 03/2007
02/2009
0.69$ 0.22 1.00$ 5.69 1.11$ 11.22 1.23$ 28.40 03/1985
02/1987
1.64$ -3.76 13.65%
3Y -8.62 03/2006
02/2009
0.76$ 0.63 1.01$ 5.50 1.17$ 9.94 1.32$ 17.82 04/2003
03/2006
1.63$ -3.70 12.41%
4Y -4.56 03/2005
02/2009
0.82$ 1.67 1.06$ 5.50 1.23$ 8.74 1.39$ 15.96 10/1985
09/1989
1.80$ 0.39 6.86%
5Y -2.27 10/2017
09/2022
0.89$ 2.20 1.11$ 5.68 1.31$ 8.77 1.52$ 15.88 01/1985
12/1989
2.08$ 0.33 5.35%
6Y -1.58 11/2017
10/2023
0.90$ 2.85 1.18$ 5.66 1.39$ 8.23 1.60$ 11.40 03/2009
02/2015
1.91$ 0.17 2.01%
7Y 0.23 11/2016
10/2023
1.01$ 3.36 1.25$ 5.68 1.47$ 7.82 1.69$ 12.34 01/1985
12/1991
2.25$ 1.06 0.00%
8Y 0.46 10/2014
09/2022
1.03$ 3.59 1.32$ 5.76 1.56$ 7.68 1.80$ 11.52 10/1985
09/1993
2.39$ 2.32 0.00%
9Y 0.48 11/2014
10/2023
1.04$ 3.48 1.36$ 5.81 1.66$ 7.41 1.90$ 12.16 01/1985
12/1993
2.80$ 1.26 0.00%
10Y 0.76 11/2013
10/2023
1.07$ 3.74 1.44$ 5.71 1.74$ 7.24 2.01$ 10.29 01/1985
12/1994
2.66$ 1.60 0.00%
11Y 1.97 11/2012
10/2023
1.23$ 3.74 1.49$ 5.73 1.84$ 7.21 2.15$ 10.65 01/1985
12/1995
3.04$ 2.39 0.00%
12Y 2.06 06/2011
05/2023
1.27$ 3.84 1.57$ 5.81 1.96$ 7.01 2.25$ 10.28 01/1985
12/1996
3.23$ 2.71 0.00%
13Y 2.02 11/2010
10/2023
1.29$ 3.89 1.64$ 5.69 2.05$ 7.11 2.44$ 10.07 04/1985
03/1998
3.47$ 2.49 0.00%
14Y 2.58 04/2006
03/2020
1.42$ 3.89 1.70$ 5.53 2.12$ 7.08 2.60$ 9.59 01/1985
12/1998
3.60$ 3.27 0.00%
15Y 1.49 10/2007
09/2022
1.24$ 4.13 1.83$ 5.55 2.24$ 7.07 2.78$ 9.54 01/1985
12/1999
3.92$ 5.20 0.00%
16Y 1.40 11/2007
10/2023
1.24$ 4.38 1.98$ 5.47 2.34$ 7.00 2.94$ 9.02 01/1985
12/2000
3.97$ 2.60 0.00%
17Y 1.94 11/2006
10/2023
1.38$ 4.79 2.21$ 5.45 2.46$ 7.04 3.18$ 8.44 11/1990
10/2007
3.96$ 2.32 0.00%
18Y 2.65 11/2005
10/2023
1.60$ 4.78 2.31$ 5.61 2.66$ 7.01 3.38$ 7.85 11/1985
10/2003
3.89$ 2.76 0.00%
19Y 2.91 11/2004
10/2023
1.72$ 4.85 2.45$ 5.58 2.80$ 6.92 3.56$ 8.65 01/1985
12/2003
4.83$ 3.06 0.00%
20Y 3.29 11/2003
10/2023
1.90$ 4.78 2.54$ 5.50 2.91$ 6.90 3.79$ 8.83 01/1985
12/2004
5.43$ 3.38 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.22% +39.73%
Apr 1985 - Mar 1986
-29.49%
Mar 2008 - Feb 2009
16.12%
74 out of 459
US Inflation Adjusted +6.32% +37.55%
Sep 1985 - Aug 1986
-29.50%
Mar 2008 - Feb 2009
24.62%
113 out of 459
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.75% +31.68%
Mar 1985 - Feb 1987
-15.21%
Mar 2007 - Feb 2009
8.72%
39 out of 447
US Inflation Adjusted +5.69% +28.40%
Mar 1985 - Feb 1987
-16.91%
Mar 2007 - Feb 2009
13.65%
61 out of 447
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 +8.27% +21.21%
Mar 1985 - Feb 1988
-6.63%
Mar 2006 - Feb 2009
2.76%
12 out of 435
US Inflation Adjusted +5.50% +17.82%
Apr 2003 - Mar 2006
-8.62%
Mar 2006 - Feb 2009
12.41%
54 out of 435
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.12% +20.20%
Oct 1985 - Sep 1989
-2.14%
Mar 2005 - Feb 2009
0.47%
2 out of 423
US Inflation Adjusted +5.50% +15.96%
Oct 1985 - Sep 1989
-4.56%
Mar 2005 - Feb 2009
6.86%
29 out of 423
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 +8.21% +20.13%
Jan 1985 - Dec 1989
+0.71%
Mar 2004 - Feb 2009
0.00%
0 out of 411
US Inflation Adjusted +5.68% +15.88%
Jan 1985 - Dec 1989
-2.27%
Oct 2017 - Sep 2022
5.35%
22 out of 411
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 +7.89% +15.75%
Apr 1985 - Mar 1991
+2.11%
Nov 2017 - Oct 2023
0.00%
0 out of 399
US Inflation Adjusted +5.66% +11.40%
Mar 2009 - Feb 2015
-1.58%
Nov 2017 - Oct 2023
2.01%
8 out of 399
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 +8.08% +16.76%
Jan 1985 - Dec 1991
+3.38%
Apr 2013 - Mar 2020
0.00%
0 out of 387
US Inflation Adjusted +5.68% +12.34%
Jan 1985 - Dec 1991
+0.23%
Nov 2016 - Oct 2023
0.00%
0 out of 387
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.29% +15.69%
Oct 1985 - Sep 1993
+3.28%
Oct 2014 - Sep 2022
0.00%
0 out of 375
US Inflation Adjusted +5.76% +11.52%
Oct 1985 - Sep 1993
+0.46%
Oct 2014 - Sep 2022
0.00%
0 out of 375
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.50% +16.31%
Jan 1985 - Dec 1993
+3.41%
Nov 2014 - Oct 2023
0.00%
0 out of 363
US Inflation Adjusted +5.81% +12.16%
Jan 1985 - Dec 1993
+0.48%
Nov 2014 - Oct 2023
0.00%
0 out of 363
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.31% +14.24%
Jan 1985 - Dec 1994
+3.57%
Nov 2013 - Oct 2023
0.00%
0 out of 351
US Inflation Adjusted +5.71% +10.29%
Jan 1985 - Dec 1994
+0.76%
Nov 2013 - Oct 2023
0.00%
0 out of 351
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.28% +14.51%
Jan 1985 - Dec 1995
+4.29%
Nov 2007 - Oct 2018
0.00%
0 out of 339
US Inflation Adjusted +5.73% +10.65%
Jan 1985 - Dec 1995
+1.97%
Nov 2012 - Oct 2023
0.00%
0 out of 339
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.43% +14.12%
Jan 1985 - Dec 1996
+4.11%
Apr 2008 - Mar 2020
0.00%
0 out of 327
US Inflation Adjusted +5.81% +10.28%
Jan 1985 - Dec 1996
+2.06%
Jun 2011 - May 2023
0.00%
0 out of 327
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.15% +13.65%
Apr 1985 - Mar 1998
+3.87%
Apr 2007 - Mar 2020
0.00%
0 out of 315
US Inflation Adjusted +5.69% +10.07%
Apr 1985 - Mar 1998
+2.02%
Nov 2010 - Oct 2023
0.00%
0 out of 315
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.04% +13.12%
Jan 1985 - Dec 1998
+4.48%
Apr 2006 - Mar 2020
0.00%
0 out of 303
US Inflation Adjusted +5.53% +9.59%
Jan 1985 - Dec 1998
+2.58%
Apr 2006 - Mar 2020
0.00%
0 out of 303
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.06% +13.03%
Jan 1985 - Dec 1999
+3.89%
Oct 2007 - Sep 2022
0.00%
0 out of 291
US Inflation Adjusted +5.55% +9.54%
Jan 1985 - Dec 1999
+1.49%
Oct 2007 - Sep 2022
0.00%
0 out of 291
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.93% +12.50%
Jan 1985 - Dec 2000
+3.87%
Nov 2007 - Oct 2023
0.00%
0 out of 279
US Inflation Adjusted +5.47% +9.02%
Jan 1985 - Dec 2000
+1.40%
Nov 2007 - Oct 2023
0.00%
0 out of 279
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.93% +11.76%
Jan 1985 - Dec 2001
+4.49%
Nov 2006 - Oct 2023
0.00%
0 out of 267
US Inflation Adjusted +5.45% +8.44%
Nov 1990 - Oct 2007
+1.94%
Nov 2006 - Oct 2023
0.00%
0 out of 267
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.05% +11.09%
Nov 1985 - Oct 2003
+5.16%
Nov 2005 - Oct 2023
0.00%
0 out of 255
US Inflation Adjusted +5.61% +7.85%
Nov 1985 - Oct 2003
+2.65%
Nov 2005 - Oct 2023
0.00%
0 out of 255
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.06% +11.92%
Jan 1985 - Dec 2003
+5.53%
Nov 2004 - Oct 2023
0.00%
0 out of 243
US Inflation Adjusted +5.58% +8.65%
Jan 1985 - Dec 2003
+2.91%
Nov 2004 - Oct 2023
0.00%
0 out of 243
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.11% +12.13%
Jan 1985 - Dec 2004
+5.95%
Nov 2003 - Oct 2023
0.00%
0 out of 231
US Inflation Adjusted +5.50% +8.83%
Jan 1985 - Dec 2004
+3.29%
Nov 2003 - Oct 2023
0.00%
0 out of 231
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 FundAdvice Ultimate Buy&Hold Portfolio: ETF allocation and returns page.