Consolidated Returns as of 30 June 2024
Holding the Aim Ways Gold Pivot Ptf To EUR 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 90 months (from March 1985 to August 1992).
This means that every rolling period of 91 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Aim Ways Gold Pivot Ptf To EUR 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 8.66% (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 | +6.80% |
+40.17%
Sep 1999 - Aug 2000 |
-19.27%
Nov 1989 - Oct 1990 |
26.78%
124 out of 463 |
Euro Inflation Adjusted | +4.32% |
+37.36%
Sep 1999 - Aug 2000 |
-22.77%
Nov 1989 - Oct 1990 |
36.50%
169 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.40% |
+31.67%
Sep 1998 - Aug 2000 |
-10.53%
Sep 2000 - Aug 2002 |
13.97%
63 out of 451 |
Euro Inflation Adjusted | +3.97% |
+29.63%
Sep 1998 - Aug 2000 |
-12.49%
Sep 2000 - Aug 2002 |
30.38%
137 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.69% |
+20.64%
Apr 1997 - Mar 2000 |
-6.32%
May 2000 - Apr 2003 |
11.16%
49 out of 439 |
Euro Inflation Adjusted | +4.37% |
+19.04%
Apr 1997 - Mar 2000 |
-8.50%
May 2000 - Apr 2003 |
18.22%
80 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.29% |
+20.56%
Sep 1996 - Aug 2000 |
-4.38%
Sep 2000 - Aug 2004 |
6.79%
29 out of 427 |
Euro Inflation Adjusted | +5.25% |
+18.78%
Sep 1996 - Aug 2000 |
-6.45%
Sep 2000 - Aug 2004 |
13.11%
56 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.57% |
+19.09%
Apr 1995 - Mar 2000 |
-2.47%
May 2000 - Apr 2005 |
5.78%
24 out of 415 |
Euro Inflation Adjusted | +5.19% |
+17.21%
Apr 1995 - Mar 2000 |
-4.62%
May 2000 - Apr 2005 |
9.88%
41 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.81% |
+16.36%
Nov 1994 - Oct 2000 |
-1.76%
Feb 1985 - Jan 1991 |
0.99%
4 out of 403 |
Euro Inflation Adjusted | +5.56% |
+14.34%
Nov 1994 - Oct 2000 |
-3.45%
Feb 1985 - Jan 1991 |
8.19%
33 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.36% |
+13.91%
May 1993 - Apr 2000 |
-0.05%
Sep 1985 - Aug 1992 |
0.26%
1 out of 391 |
Euro Inflation Adjusted | +5.47% |
+11.76%
May 1993 - Apr 2000 |
-2.29%
Sep 1985 - Aug 1992 |
6.65%
26 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.50% |
+15.87%
Sep 1992 - Aug 2000 |
+0.42%
Sep 2000 - Aug 2008 |
0.00%
0 out of 379 |
Euro Inflation Adjusted | +5.84% |
+13.50%
Sep 1992 - Aug 2000 |
-1.90%
Sep 2000 - Aug 2008 |
2.90%
11 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.63% |
+13.81%
Feb 1991 - Jan 2000 |
+1.37%
Sep 2000 - Aug 2009 |
0.00%
0 out of 367 |
Euro Inflation Adjusted | +5.65% |
+11.16%
Feb 1991 - Jan 2000 |
-0.70%
Sep 2000 - Aug 2009 |
2.18%
8 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.69% |
+14.01%
Nov 1990 - Oct 2000 |
+2.32%
Mar 1985 - Feb 1995 |
0.00%
0 out of 355 |
Euro Inflation Adjusted | +5.56% |
+11.34%
Nov 1990 - Oct 2000 |
-0.05%
Mar 1985 - Feb 1995 |
0.56%
2 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.56% |
+11.50%
Feb 1991 - Jan 2002 |
+3.68%
Mar 1985 - Feb 1996 |
0.00%
0 out of 343 |
Euro Inflation Adjusted | +5.44% |
+8.93%
Feb 1991 - Jan 2002 |
+1.28%
Mar 1985 - Feb 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 | +7.49% |
+10.43%
May 1988 - Apr 2000 |
+4.61%
Apr 1985 - Mar 1997 |
0.00%
0 out of 331 |
Euro Inflation Adjusted | +5.33% |
+8.77%
Aug 2008 - Jul 2020 |
+2.21%
Jan 1985 - Dec 1996 |
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 | +7.57% |
+10.14%
Nov 1987 - Oct 2000 |
+4.26%
Sep 2000 - Aug 2013 |
0.00%
0 out of 319 |
Euro Inflation Adjusted | +5.40% |
+8.39%
Jan 2009 - Dec 2021 |
+2.16%
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 | +7.69% |
+9.40%
May 2008 - Apr 2022 |
+4.36%
May 2000 - Apr 2014 |
0.00%
0 out of 307 |
Euro Inflation Adjusted | +5.54% |
+7.63%
Apr 2008 - Mar 2022 |
+2.29%
May 2000 - Apr 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 | +7.49% |
+9.18%
Jul 2009 - Jun 2024 |
+4.97%
Sep 2000 - Aug 2015 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +5.35% |
+7.44%
May 2005 - Apr 2020 |
+3.10%
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 | +7.20% |
+9.21%
Jul 2008 - Jun 2024 |
+5.40%
Apr 2000 - Mar 2016 |
0.00%
0 out of 283 |
Euro Inflation Adjusted | +5.02% |
+7.26%
Jan 2005 - Dec 2020 |
+3.50%
Jun 1987 - May 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 | +7.29% |
+9.20%
Aug 1995 - Jul 2012 |
+5.04%
Sep 2000 - Aug 2017 |
0.00%
0 out of 271 |
Euro Inflation Adjusted | +5.16% |
+7.24%
Jan 2005 - Dec 2021 |
+3.13%
Jun 1986 - May 2003 |
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 | +7.38% |
+9.14%
Sep 1992 - Aug 2010 |
+5.01%
Sep 2000 - Aug 2018 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +5.31% |
+6.95%
Sep 1992 - Aug 2010 |
+2.93%
Jun 1985 - May 2003 |
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 | +7.41% |
+8.95%
Sep 1992 - Aug 2011 |
+5.08%
Mar 1985 - Feb 2004 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +5.51% |
+6.73%
Sep 1992 - Aug 2011 |
+2.90%
Mar 1985 - Feb 2004 |
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 | +7.11% |
+9.44%
Sep 1992 - Aug 2012 |
+4.88%
Mar 1985 - Feb 2005 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +5.15% |
+7.18%
Sep 1992 - Aug 2012 |
+2.71%
Mar 1985 - Feb 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 Portfolio: ETF allocation and returns page.