Aim Ways Gold Pivot Ptf To EUR Portfolio: Rolling Returns

Simulation Settings
Period: January 1985 - June 2025 (~41 years)
Initial Amount: 1€
Rebalancing: at every Jan 1st
Currency: EUR
Inflation: Eurozone
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When holding the Aim Ways Gold Pivot Ptf To EUR Portfolio, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~41 years), the longest duration with a negative return was 90 months (from March 1985 to August 1992).

This indicates that, within the same timeframe, any rolling period of 91 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Previous vs subsequent Returns

Is there a correlation between past and future returns over all 10-year rolling periods?

The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).

Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.

AIM WAYS GOLD PIVOT PTF TO EUR PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
30 Years
(1995/07 - 2025/06)
All Data
(1985/01 - 2025/06)

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As of Jun 30, 2025, the annualized return of the previous 10 years has been 7.88%.

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 PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 1995 - 30 June 2025 (30 Years)
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
30 Years
(1995/07 - 2025/06)
All Data
(1985/01 - 2025/06)
Eurozone Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

AIM WAYS GOLD PIVOT PTF TO EUR PORTFOLIO
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 June 2025 (~41 years)
Over Time
Histogram
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-19.27%
Nov 1989 - Oct 1990
+7.04% +40.17%
Sep 1999 - Aug 2000
26.11%
124 out of 475
-22.77%
Nov 1989 - Oct 1990
+4.65% +37.36%
Sep 1999 - Aug 2000
35.58%
169 out of 475
-10.53%
Sep 2000 - Aug 2002
+6.88% +31.67%
Sep 1998 - Aug 2000
13.61%
63 out of 463
-12.49%
Sep 2000 - Aug 2002
+4.31% +29.63%
Sep 1998 - Aug 2000
29.59%
137 out of 463
-6.32%
May 2000 - Apr 2003
+6.86% +20.64%
Apr 1997 - Mar 2000
10.86%
49 out of 451
-8.50%
May 2000 - Apr 2003
+4.37% +19.04%
Apr 1997 - Mar 2000
17.74%
80 out of 451
-4.38%
Sep 2000 - Aug 2004
+7.36% +20.56%
Sep 1996 - Aug 2000
6.61%
29 out of 439
-6.45%
Sep 2000 - Aug 2004
+5.19% +18.78%
Sep 1996 - Aug 2000
12.76%
56 out of 439
-2.47%
May 2000 - Apr 2005
+7.59% +19.09%
Apr 1995 - Mar 2000
5.62%
24 out of 427
-4.62%
May 2000 - Apr 2005
+5.18% +17.21%
Apr 1995 - Mar 2000
9.60%
41 out of 427
-1.76%
Feb 1985 - Jan 1991
+8.01% +16.36%
Nov 1994 - Oct 2000
0.96%
4 out of 415
-3.45%
Feb 1985 - Jan 1991
+5.75% +14.34%
Nov 1994 - Oct 2000
7.95%
33 out of 415
-0.05%
Sep 1985 - Aug 1992
+7.52% +13.91%
May 1993 - Apr 2000
0.25%
1 out of 403
-2.29%
Sep 1985 - Aug 1992
+5.52% +11.76%
May 1993 - Apr 2000
6.45%
26 out of 403
+0.42%
Sep 2000 - Aug 2008
+7.61% +15.87%
Sep 1992 - Aug 2000
0.00%
0 out of 391
-1.90%
Sep 2000 - Aug 2008
+5.75% +13.50%
Sep 1992 - Aug 2000
2.81%
11 out of 391
+1.37%
Sep 2000 - Aug 2009
+7.71% +13.81%
Feb 1991 - Jan 2000
0.00%
0 out of 379
-0.70%
Sep 2000 - Aug 2009
+5.64% +11.16%
Feb 1991 - Jan 2000
2.11%
8 out of 379
+2.32%
Mar 1985 - Feb 1995
+7.74% +14.01%
Nov 1990 - Oct 2000
0.00%
0 out of 367
-0.05%
Mar 1985 - Feb 1995
+5.56% +11.34%
Nov 1990 - Oct 2000
0.54%
2 out of 367
+3.68%
Mar 1985 - Feb 1996
+7.64% +11.50%
Feb 1991 - Jan 2002
0.00%
0 out of 355
+1.28%
Mar 1985 - Feb 1996
+5.49% +8.93%
Feb 1991 - Jan 2002
0.00%
0 out of 355
+4.61%
Apr 1985 - Mar 1997
+7.52% +10.43%
May 1988 - Apr 2000
0.00%
0 out of 343
+2.21%
Jan 1985 - Dec 1996
+5.37% +8.77%
Aug 2008 - Jul 2020
0.00%
0 out of 343
+4.26%
Sep 2000 - Aug 2013
+7.58% +10.14%
Nov 1987 - Oct 2000
0.00%
0 out of 331
+2.16%
Sep 2000 - Aug 2013
+5.44% +8.39%
Jan 2009 - Dec 2021
0.00%
0 out of 331
+4.36%
May 2000 - Apr 2014
+7.75% +9.40%
May 2008 - Apr 2022
0.00%
0 out of 319
+2.29%
May 2000 - Apr 2014
+5.57% +7.63%
Apr 2008 - Mar 2022
0.00%
0 out of 319
+4.97%
Sep 2000 - Aug 2015
+7.56% +9.31%
Nov 2009 - Oct 2024
0.00%
0 out of 307
+3.10%
Sep 2000 - Aug 2015
+5.43% +7.44%
May 2005 - Apr 2020
0.00%
0 out of 307
+5.40%
Apr 2000 - Mar 2016
+7.24% +9.68%
Jan 2009 - Dec 2024
0.00%
0 out of 295
+3.50%
Jun 1987 - May 2003
+5.19% +7.46%
Jan 2009 - Dec 2024
0.00%
0 out of 295
+5.04%
Sep 2000 - Aug 2017
+7.32% +9.36%
Apr 2008 - Mar 2025
0.00%
0 out of 283
+3.13%
Jun 1986 - May 2003
+5.24% +7.24%
Jan 2005 - Dec 2021
0.00%
0 out of 283
+5.01%
Sep 2000 - Aug 2018
+7.45% +9.14%
Sep 1992 - Aug 2010
0.00%
0 out of 271
+2.93%
Jun 1985 - May 2003
+5.37% +6.95%
Sep 1992 - Aug 2010
0.00%
0 out of 271
+5.08%
Mar 1985 - Feb 2004
+7.56% +8.95%
Sep 1992 - Aug 2011
0.00%
0 out of 259
+2.90%
Mar 1985 - Feb 2004
+5.54% +6.73%
Sep 1992 - Aug 2011
0.00%
0 out of 259
+4.88%
Mar 1985 - Feb 2005
+7.18% +9.44%
Sep 1992 - Aug 2012
0.00%
0 out of 247
+2.71%
Mar 1985 - Feb 2005
+5.26% +7.18%
Sep 1992 - Aug 2012
0.00%
0 out of 247
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