Consolidated Returns as of 30 June 2024
Holding the Aim Ways Gold Pivot Ptf Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~40 years), the longest period with a negative return lasted 39 months (from January 2000 to March 2003).
This means that every rolling period of 40 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Aim Ways Gold Pivot Ptf 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 6.77% (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 | +8.34% |
+36.44%
Dec 2008 - Nov 2009 |
-16.16%
Nov 2007 - Oct 2008 |
14.47%
67 out of 463 |
US Inflation Adjusted | +5.27% |
+33.88%
Dec 2008 - Nov 2009 |
-19.26%
Nov 2021 - Oct 2022 |
24.41%
113 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.07% |
+25.93%
Nov 2008 - Oct 2010 |
-5.47%
Sep 2000 - Aug 2002 |
5.99%
27 out of 451 |
US Inflation Adjusted | +5.29% |
+25.34%
Nov 2008 - Oct 2010 |
-10.44%
Oct 2020 - Sep 2022 |
15.30%
69 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.15% |
+21.81%
Nov 2008 - Oct 2011 |
-1.34%
Apr 2000 - Mar 2003 |
0.91%
4 out of 439 |
US Inflation Adjusted | +5.36% |
+20.04%
Nov 2008 - Oct 2011 |
-4.58%
Oct 2020 - Sep 2023 |
12.53%
55 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.44% |
+18.01%
Nov 2008 - Oct 2012 |
+1.78%
Feb 2012 - Jan 2016 |
0.00%
0 out of 427 |
US Inflation Adjusted | +5.44% |
+16.10%
Nov 2008 - Oct 2012 |
-1.04%
Nov 1986 - Oct 1990 |
2.34%
10 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.05% |
+13.89%
Nov 2008 - Oct 2013 |
+3.28%
Feb 2012 - Jan 2017 |
0.00%
0 out of 415 |
US Inflation Adjusted | +4.90% |
+12.21%
Nov 2008 - Oct 2013 |
+0.67%
May 1987 - Apr 1992 |
0.00%
0 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.08% |
+13.12%
Sep 2005 - Aug 2011 |
+3.47%
Oct 2012 - Sep 2018 |
0.00%
0 out of 403 |
US Inflation Adjusted | +5.24% |
+10.53%
Nov 2008 - Oct 2014 |
+1.09%
Oct 2016 - Sep 2022 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.93% |
+12.45%
Sep 2004 - Aug 2011 |
+4.07%
Nov 2011 - Oct 2018 |
0.00%
0 out of 391 |
US Inflation Adjusted | +5.18% |
+9.69%
Oct 2005 - Sep 2012 |
+1.88%
Aug 1987 - Jul 1994 |
0.00%
0 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.87% |
+12.18%
May 2003 - Apr 2011 |
+4.84%
Apr 2012 - Mar 2020 |
0.00%
0 out of 379 |
US Inflation Adjusted | +5.05% |
+9.46%
Nov 2002 - Oct 2010 |
+2.13%
Oct 2014 - Sep 2022 |
0.00%
0 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.92% |
+12.51%
Sep 2002 - Aug 2011 |
+4.79%
Mar 2000 - Feb 2009 |
0.00%
0 out of 367 |
US Inflation Adjusted | +5.15% |
+9.73%
Sep 2002 - Aug 2011 |
+2.21%
Mar 2000 - Feb 2009 |
0.00%
0 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.88% |
+12.12%
Oct 2002 - Sep 2012 |
+4.08%
Oct 2012 - Sep 2022 |
0.00%
0 out of 355 |
US Inflation Adjusted | +5.42% |
+9.41%
Oct 2002 - Sep 2012 |
+1.52%
Oct 2012 - Sep 2022 |
0.00%
0 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.09% |
+11.04%
Oct 2001 - Sep 2012 |
+4.63%
Nov 2011 - Oct 2022 |
0.00%
0 out of 343 |
US Inflation Adjusted | +5.54% |
+8.44%
Oct 2001 - Sep 2012 |
+2.07%
Nov 2011 - Oct 2022 |
0.00%
0 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.18% |
+10.33%
Sep 2002 - Aug 2014 |
+5.32%
Nov 2011 - Oct 2023 |
0.00%
0 out of 331 |
US Inflation Adjusted | +5.56% |
+8.51%
Nov 2008 - Oct 2020 |
+2.68%
Nov 2011 - Oct 2023 |
0.00%
0 out of 331 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.24% |
+10.59%
Sep 1998 - Aug 2011 |
+5.96%
Nov 2010 - Oct 2023 |
0.00%
0 out of 319 |
US Inflation Adjusted | +5.65% |
+7.89%
Nov 2008 - Oct 2021 |
+3.23%
Nov 2010 - Oct 2023 |
0.00%
0 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.29% |
+10.27%
Sep 1998 - Aug 2012 |
+6.65%
Aug 1988 - Jul 2002 |
0.00%
0 out of 307 |
US Inflation Adjusted | +5.71% |
+7.61%
Sep 1998 - Aug 2012 |
+3.35%
Sep 1987 - Aug 2001 |
0.00%
0 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.39% |
+10.44%
Mar 1985 - Feb 2000 |
+6.16%
Aug 1987 - Jul 2002 |
0.00%
0 out of 295 |
US Inflation Adjusted | +5.80% |
+7.32%
Sep 2005 - Aug 2020 |
+2.96%
Aug 1987 - Jul 2002 |
0.00%
0 out of 295 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.37% |
+9.50%
May 1995 - Apr 2011 |
+6.57%
Apr 1987 - Mar 2003 |
0.00%
0 out of 283 |
US Inflation Adjusted | +5.72% |
+7.17%
Aug 2004 - Jul 2020 |
+3.33%
Apr 1987 - Mar 2003 |
0.00%
0 out of 283 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.29% |
+9.76%
Feb 1995 - Jan 2012 |
+6.91%
Aug 1987 - Jul 2004 |
0.00%
0 out of 271 |
US Inflation Adjusted | +5.77% |
+7.12%
Feb 1995 - Jan 2012 |
+3.76%
Aug 1987 - Jul 2004 |
0.00%
0 out of 271 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.27% |
+9.66%
Sep 2002 - Aug 2020 |
+7.04%
Sep 1987 - Aug 2005 |
0.00%
0 out of 259 |
US Inflation Adjusted | +5.67% |
+7.48%
Sep 2002 - Aug 2020 |
+3.88%
Sep 1987 - Aug 2005 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.21% |
+9.49%
Sep 1992 - Aug 2011 |
+6.81%
Jan 2000 - Dec 2018 |
0.00%
0 out of 247 |
US Inflation Adjusted | +5.69% |
+7.05%
Aug 2002 - Jul 2021 |
+4.16%
Nov 1989 - Oct 2008 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.23% |
+9.56%
Nov 1990 - Oct 2010 |
+7.06%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
US Inflation Adjusted | +5.63% |
+6.88%
Nov 1990 - Oct 2010 |
+4.05%
Nov 1988 - Oct 2008 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the Aim Ways Gold Pivot Ptf Portfolio: ETF allocation and returns page.