Consolidated Returns as of 30 June 2024
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 (~40 years), the longest period with a negative return lasted 69 months (from February 1985 to October 1990).
This means that every rolling period of 70 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
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The annualized return of the last 10 years has been 7.53% (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 | +7.44% |
+33.35%
Sep 1992 - Aug 1993 |
-16.34%
Nov 1989 - Oct 1990 |
20.73%
96 out of 463 |
Euro Inflation Adjusted | +4.94% |
+30.14%
Sep 1999 - Aug 2000 |
-19.97%
Nov 1989 - Oct 1990 |
27.65%
128 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.93% |
+26.41%
Sep 1998 - Aug 2000 |
-8.44%
Sep 2000 - Aug 2002 |
6.43%
29 out of 451 |
Euro Inflation Adjusted | +4.68% |
+24.45%
Sep 1998 - Aug 2000 |
-10.45%
Sep 2000 - Aug 2002 |
19.07%
86 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.85% |
+18.26%
Apr 1997 - Mar 2000 |
-4.13%
Apr 2000 - Mar 2003 |
3.87%
17 out of 439 |
Euro Inflation Adjusted | +4.89% |
+16.70%
Apr 1997 - Mar 2000 |
-6.34%
Apr 2000 - Mar 2003 |
14.35%
63 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.13% |
+17.49%
Sep 1996 - Aug 2000 |
-1.49%
Sep 2000 - Aug 2004 |
2.11%
9 out of 427 |
Euro Inflation Adjusted | +5.23% |
+15.76%
Sep 1996 - Aug 2000 |
-3.62%
Sep 2000 - Aug 2004 |
7.49%
32 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.19% |
+16.86%
Apr 1995 - Mar 2000 |
-0.12%
Mar 2000 - Feb 2005 |
0.48%
2 out of 415 |
Euro Inflation Adjusted | +5.16% |
+15.01%
Apr 1995 - Mar 2000 |
-2.25%
Apr 2000 - Mar 2005 |
5.06%
21 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.32% |
+14.29%
Sep 1994 - Aug 2000 |
+0.67%
Feb 1985 - Jan 1991 |
0.00%
0 out of 403 |
Euro Inflation Adjusted | +5.39% |
+12.33%
Sep 1994 - Aug 2000 |
-1.06%
Feb 1985 - Jan 1991 |
1.24%
5 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.33% |
+13.00%
Mar 1993 - Feb 2000 |
+2.36%
Sep 1985 - Aug 1992 |
0.00%
0 out of 391 |
Euro Inflation Adjusted | +5.35% |
+10.82%
Mar 1993 - Feb 2000 |
+0.06%
Sep 1985 - Aug 1992 |
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 | +7.48% |
+14.41%
Sep 1992 - Aug 2000 |
+2.25%
Nov 2000 - Oct 2008 |
0.00%
0 out of 379 |
Euro Inflation Adjusted | +5.53% |
+12.07%
Sep 1992 - Aug 2000 |
-0.08%
Nov 2000 - Oct 2008 |
0.26%
1 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.52% |
+13.33%
Feb 1991 - Jan 2000 |
+2.88%
Apr 2000 - Mar 2009 |
0.00%
0 out of 367 |
Euro Inflation Adjusted | +5.46% |
+10.70%
Feb 1991 - Jan 2000 |
+0.73%
Apr 2000 - Mar 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 | +7.71% |
+13.06%
Nov 1990 - Oct 2000 |
+4.28%
Apr 1985 - Mar 1995 |
0.00%
0 out of 355 |
Euro Inflation Adjusted | +5.75% |
+10.42%
Nov 1990 - Oct 2000 |
+1.86%
Apr 1985 - Mar 1995 |
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 | +7.64% |
+10.82%
Feb 1991 - Jan 2002 |
+5.19%
Oct 2012 - Sep 2023 |
0.00%
0 out of 343 |
Euro Inflation Adjusted | +5.69% |
+8.26%
Feb 1991 - Jan 2002 |
+3.01%
Apr 1985 - Mar 1996 |
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 | +7.72% |
+10.24%
Mar 1988 - Feb 2000 |
+5.92%
Jan 2011 - Dec 2022 |
0.00%
0 out of 331 |
Euro Inflation Adjusted | +5.61% |
+8.23%
Nov 2008 - Oct 2020 |
+3.57%
Apr 1985 - Mar 1997 |
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 | +7.81% |
+9.69%
Nov 1987 - Oct 2000 |
+5.38%
Sep 2000 - Aug 2013 |
0.00%
0 out of 319 |
Euro Inflation Adjusted | +5.59% |
+7.80%
Nov 2008 - Oct 2021 |
+3.26%
Sep 2000 - Aug 2013 |
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 | +7.76% |
+9.27%
Mar 1986 - Feb 2000 |
+5.46%
Apr 2000 - Mar 2014 |
0.00%
0 out of 307 |
Euro Inflation Adjusted | +5.67% |
+6.90%
Mar 1986 - Feb 2000 |
+3.37%
Apr 2000 - Mar 2014 |
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 | +7.73% |
+9.40%
Feb 1991 - Jan 2006 |
+5.67%
Sep 2000 - Aug 2015 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +5.66% |
+7.11%
Sep 2005 - Aug 2020 |
+3.78%
Sep 2000 - Aug 2015 |
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 | +7.46% |
+9.13%
Nov 1990 - Oct 2006 |
+5.91%
Apr 2000 - Mar 2016 |
0.00%
0 out of 283 |
Euro Inflation Adjusted | +5.35% |
+6.97%
Sep 2004 - Aug 2020 |
+4.04%
Aug 1987 - Jul 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 | +7.55% |
+9.24%
Feb 1995 - Jan 2012 |
+5.72%
Sep 2000 - Aug 2017 |
0.00%
0 out of 271 |
Euro Inflation Adjusted | +5.38% |
+7.15%
Feb 1995 - Jan 2012 |
+3.92%
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 | +7.62% |
+9.22%
Sep 1992 - Aug 2010 |
+5.57%
Sep 2000 - Aug 2018 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +5.45% |
+7.02%
Sep 1992 - Aug 2010 |
+3.78%
Sep 2000 - Aug 2018 |
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 | +7.53% |
+9.23%
Sep 1992 - Aug 2011 |
+5.67%
Mar 2000 - Feb 2019 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +5.59% |
+7.01%
Sep 1992 - Aug 2011 |
+3.89%
Jan 2000 - Dec 2018 |
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 | +7.37% |
+9.47%
Sep 1992 - Aug 2012 |
+6.02%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +5.36% |
+7.21%
Sep 1992 - Aug 2012 |
+3.91%
May 1985 - Apr 2005 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the Aim Ways Gold Pivot Ptf To EUR Bond Hedged Portfolio: ETF allocation and returns page.