Aim Ways Gold Pivot Ptf To EUR Bond Hedged Portfolio: Rolling Returns

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

This asset allocation page contains ETF(s) that are not available in our database in the destination currency (EUR).
We retained the original tickers and calculated returns using historical exchange rates or interest rate differentials in case currency hedging.

It's on you to opt for ETFs that mirror the same benchmark in the destination currency (EUR). The actual returns would be comparable, but they can fluctuate due to variations in sampling methodologies, annual fees, and the specific timing of exchange rate we use for month-end calculations. It is possible that you do not have access to ETFs in currency (hedged or not) that are similar to the original ones.

Holding the Aim Ways Gold Pivot Ptf To EUR Bond Hedged 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 56 months (from September 2000 to April 2005).

This means that every rolling period of 57 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Aim Ways Gold Pivot Ptf To EUR Bond Hedged 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 TO EUR BOND HEDGED PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 7.78% (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 TO EUR BOND HEDGED 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)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.34% +33.97%
Sep 1992 - Aug 1993
-14.24%
Nov 1989 - Oct 1990
20.17%
93 out of 461
Euro Inflation Adjusted +5.37% +31.24%
Jul 2009 - Jun 2010
-17.96%
Nov 1989 - Oct 1990
25.16%
116 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 +7.15% +27.72%
Sep 1998 - Aug 2000
-8.17%
Sep 2000 - Aug 2002
6.46%
29 out of 449
Euro Inflation Adjusted +5.40% +25.74%
Sep 1998 - Aug 2000
-10.18%
Sep 2000 - Aug 2002
17.59%
79 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 +7.41% +20.45%
Nov 1990 - Oct 1993
-3.76%
Apr 2000 - Mar 2003
3.66%
16 out of 437
Euro Inflation Adjusted +5.45% +18.48%
Nov 2008 - Oct 2011
-5.98%
Apr 2000 - Mar 2003
13.04%
57 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 +7.63% +18.16%
Nov 2008 - Oct 2012
-1.25%
Nov 1986 - Oct 1990
1.65%
7 out of 425
Euro Inflation Adjusted +5.69% +16.03%
Nov 2008 - Oct 2012
-3.63%
Nov 1986 - Oct 1990
5.41%
23 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 +7.64% +15.89%
Apr 1995 - Mar 2000
+0.17%
Mar 2000 - Feb 2005
0.00%
0 out of 413
Euro Inflation Adjusted +5.60% +14.06%
Apr 1995 - Mar 2000
-1.94%
Apr 2000 - Mar 2005
4.12%
17 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 +7.79% +13.71%
Sep 1994 - Aug 2000
+1.74%
Feb 1985 - Jan 1991
0.00%
0 out of 401
Euro Inflation Adjusted +5.73% +11.90%
Apr 2009 - Mar 2015
+0.00%
Feb 1985 - Jan 1991
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 +7.83% +12.80%
Mar 1993 - Feb 2000
+2.62%
Sep 2000 - Aug 2007
0.00%
0 out of 389
Euro Inflation Adjusted +5.60% +10.92%
Nov 2008 - Oct 2015
+0.46%
Sep 2000 - Aug 2007
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 +7.99% +14.12%
Sep 1992 - Aug 2000
+2.10%
Nov 2000 - Oct 2008
0.00%
0 out of 377
Euro Inflation Adjusted +5.84% +11.79%
Sep 1992 - Aug 2000
-0.23%
Nov 2000 - Oct 2008
0.27%
1 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 +7.87% +13.69%
Mar 1991 - Feb 2000
+2.76%
Apr 2000 - Mar 2009
0.00%
0 out of 365
Euro Inflation Adjusted +5.75% +11.08%
Mar 1991 - Feb 2000
+0.62%
Apr 2000 - Mar 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 +7.87% +13.56%
Nov 1990 - Oct 2000
+4.84%
Mar 2000 - Feb 2010
0.00%
0 out of 353
Euro Inflation Adjusted +5.82% +10.91%
Nov 1990 - Oct 2000
+2.73%
Apr 1999 - Mar 2009
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 +8.14% +11.30%
Mar 1989 - Feb 2000
+5.40%
Oct 2012 - Sep 2023
0.00%
0 out of 341
Euro Inflation Adjusted +6.09% +8.99%
Nov 2008 - Oct 2019
+3.22%
Oct 2012 - Sep 2023
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 +8.09% +10.68%
Mar 1988 - Feb 2000
+5.91%
Dec 1996 - Nov 2008
0.00%
0 out of 329
Euro Inflation Adjusted +5.99% +9.25%
Nov 2008 - Oct 2020
+3.81%
Dec 1996 - Nov 2008
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 +8.28% +10.18%
Nov 2008 - Oct 2021
+6.04%
Sep 2000 - Aug 2013
0.00%
0 out of 317
Euro Inflation Adjusted +6.03% +8.74%
Nov 2008 - Oct 2021
+3.90%
Sep 2000 - Aug 2013
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 +8.26% +9.77%
Sep 1998 - Aug 2012
+6.08%
Apr 2000 - Mar 2014
0.00%
0 out of 305
Euro Inflation Adjusted +6.17% +7.58%
Sep 1998 - Aug 2012
+3.98%
Apr 2000 - Mar 2014
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 +8.22% +9.71%
Feb 1991 - Jan 2006
+5.95%
Jan 1994 - Dec 2008
0.00%
0 out of 293
Euro Inflation Adjusted +6.14% +7.71%
Sep 2005 - Aug 2020
+3.80%
Jan 1994 - Dec 2008
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 +8.01% +9.53%
Nov 1990 - Oct 2006
+6.47%
Apr 2000 - Mar 2016
0.00%
0 out of 281
Euro Inflation Adjusted +5.88% +7.55%
Sep 2004 - Aug 2020
+4.35%
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 +7.94% +9.47%
Nov 1990 - Oct 2007
+6.30%
Sep 2000 - Aug 2017
0.00%
0 out of 269
Euro Inflation Adjusted +5.79% +7.37%
Feb 1995 - Jan 2012
+4.28%
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 +8.03% +9.32%
Oct 1994 - Sep 2012
+6.15%
Sep 2000 - Aug 2018
0.00%
0 out of 257
Euro Inflation Adjusted +5.85% +7.17%
Aug 2002 - Jul 2020
+4.35%
Sep 2000 - Aug 2018
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 +8.00% +9.55%
Sep 1992 - Aug 2011
+6.23%
Mar 2000 - Feb 2019
0.00%
0 out of 245
Euro Inflation Adjusted +6.06% +7.32%
Sep 1992 - Aug 2011
+4.40%
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 +7.82% +9.82%
Sep 1992 - Aug 2012
+6.45%
Apr 2000 - Mar 2020
0.00%
0 out of 233
Euro Inflation Adjusted +5.82% +7.55%
Sep 1992 - Aug 2012
+4.41%
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 To EUR Bond Hedged Portfolio: ETF allocation and returns page.