Aim Ways Gold Pivot Ptf Portfolio: Rolling Returns

Data Source: from January 1985 to April 2024 (~39 years)
Consolidated Returns as of 30 April 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 (~39 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

AIM WAYS GOLD PIVOT PTF PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 6.73% (updated at Apr 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.

AIM WAYS GOLD PIVOT PTF PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1985 - 30 April 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.25% +36.44%
Dec 2008 - Nov 2009
-16.16%
Nov 2007 - Oct 2008
14.53%
67 out of 461
US Inflation Adjusted +5.24% +33.88%
Dec 2008 - Nov 2009
-19.26%
Nov 2021 - Oct 2022
24.51%
113 out of 461
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 +8.05% +25.93%
Nov 2008 - Oct 2010
-5.47%
Sep 2000 - Aug 2002
6.01%
27 out of 449
US Inflation Adjusted +5.28% +25.34%
Nov 2008 - Oct 2010
-10.44%
Oct 2020 - Sep 2022
15.37%
69 out of 449
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 +8.21% +21.81%
Nov 2008 - Oct 2011
-1.34%
Apr 2000 - Mar 2003
0.92%
4 out of 437
US Inflation Adjusted +5.37% +20.04%
Nov 2008 - Oct 2011
-4.58%
Oct 2020 - Sep 2023
12.36%
54 out of 437
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 +8.45% +18.01%
Nov 2008 - Oct 2012
+1.78%
Feb 2012 - Jan 2016
0.00%
0 out of 425
US Inflation Adjusted +5.45% +16.10%
Nov 2008 - Oct 2012
-1.04%
Nov 1986 - Oct 1990
2.35%
10 out of 425
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 +8.03% +13.89%
Nov 2008 - Oct 2013
+3.28%
Feb 2012 - Jan 2017
0.00%
0 out of 413
US Inflation Adjusted +4.90% +12.21%
Nov 2008 - Oct 2013
+0.67%
May 1987 - Apr 1992
0.00%
0 out of 413
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 +8.08% +13.12%
Sep 2005 - Aug 2011
+3.47%
Oct 2012 - Sep 2018
0.00%
0 out of 401
US Inflation Adjusted +5.24% +10.53%
Nov 2008 - Oct 2014
+1.09%
Oct 2016 - Sep 2022
0.00%
0 out of 401
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 +7.93% +12.45%
Sep 2004 - Aug 2011
+4.07%
Nov 2011 - Oct 2018
0.00%
0 out of 389
US Inflation Adjusted +5.19% +9.69%
Oct 2005 - Sep 2012
+1.88%
Aug 1987 - Jul 1994
0.00%
0 out of 389
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 +7.87% +12.18%
May 2003 - Apr 2011
+4.84%
Apr 2012 - Mar 2020
0.00%
0 out of 377
US Inflation Adjusted +5.10% +9.46%
Nov 2002 - Oct 2010
+2.13%
Oct 2014 - Sep 2022
0.00%
0 out of 377
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 +7.93% +12.51%
Sep 2002 - Aug 2011
+4.79%
Mar 2000 - Feb 2009
0.00%
0 out of 365
US Inflation Adjusted +5.16% +9.73%
Sep 2002 - Aug 2011
+2.21%
Mar 2000 - Feb 2009
0.00%
0 out of 365
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 +7.89% +12.12%
Oct 2002 - Sep 2012
+4.08%
Oct 2012 - Sep 2022
0.00%
0 out of 353
US Inflation Adjusted +5.42% +9.41%
Oct 2002 - Sep 2012
+1.52%
Oct 2012 - Sep 2022
0.00%
0 out of 353
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 +8.09% +11.04%
Oct 2001 - Sep 2012
+4.63%
Nov 2011 - Oct 2022
0.00%
0 out of 341
US Inflation Adjusted +5.55% +8.44%
Oct 2001 - Sep 2012
+2.07%
Nov 2011 - Oct 2022
0.00%
0 out of 341
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 +8.18% +10.33%
Sep 2002 - Aug 2014
+5.32%
Nov 2011 - Oct 2023
0.00%
0 out of 329
US Inflation Adjusted +5.57% +8.51%
Nov 2008 - Oct 2020
+2.68%
Nov 2011 - Oct 2023
0.00%
0 out of 329
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 +8.25% +10.59%
Sep 1998 - Aug 2011
+5.96%
Nov 2010 - Oct 2023
0.00%
0 out of 317
US Inflation Adjusted +5.67% +7.89%
Nov 2008 - Oct 2021
+3.23%
Nov 2010 - Oct 2023
0.00%
0 out of 317
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 +8.29% +10.27%
Sep 1998 - Aug 2012
+6.65%
Aug 1988 - Jul 2002
0.00%
0 out of 305
US Inflation Adjusted +5.72% +7.61%
Sep 1998 - Aug 2012
+3.35%
Sep 1987 - Aug 2001
0.00%
0 out of 305
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 +8.39% +10.44%
Mar 1985 - Feb 2000
+6.16%
Aug 1987 - Jul 2002
0.00%
0 out of 293
US Inflation Adjusted +5.82% +7.32%
Sep 2005 - Aug 2020
+2.96%
Aug 1987 - Jul 2002
0.00%
0 out of 293
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 +8.39% +9.50%
May 1995 - Apr 2011
+6.57%
Apr 1987 - Mar 2003
0.00%
0 out of 281
US Inflation Adjusted +5.75% +7.17%
Aug 2004 - Jul 2020
+3.33%
Apr 1987 - Mar 2003
0.00%
0 out of 281
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 +8.29% +9.76%
Feb 1995 - Jan 2012
+6.91%
Aug 1987 - Jul 2004
0.00%
0 out of 269
US Inflation Adjusted +5.78% +7.12%
Feb 1995 - Jan 2012
+3.76%
Aug 1987 - Jul 2004
0.00%
0 out of 269
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 +8.27% +9.66%
Sep 2002 - Aug 2020
+7.04%
Sep 1987 - Aug 2005
0.00%
0 out of 257
US Inflation Adjusted +5.67% +7.48%
Sep 2002 - Aug 2020
+3.88%
Sep 1987 - Aug 2005
0.00%
0 out of 257
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 +8.21% +9.49%
Sep 1992 - Aug 2011
+6.81%
Jan 2000 - Dec 2018
0.00%
0 out of 245
US Inflation Adjusted +5.69% +7.05%
Aug 2002 - Jul 2021
+4.16%
Nov 1989 - Oct 2008
0.00%
0 out of 245
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 +8.23% +9.56%
Nov 1990 - Oct 2010
+7.06%
Apr 2000 - Mar 2020
0.00%
0 out of 233
US Inflation Adjusted +5.64% +6.88%
Nov 1990 - Oct 2010
+4.05%
Nov 1988 - Oct 2008
0.00%
0 out of 233
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 Aim Ways Gold Pivot Ptf Portfolio: ETF allocation and returns page.