Last Update: 31 May 2023
Implementing the Gold Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all 30 years rolling periods, you would have obtained a positive returns 93.40% of times
All the returns are calculated over the available historical serie, starting from January 1871 until May 2023.
In order to have complete information about the portfolio, please refer to the Gold Portfolio: ETF allocation and returns page.
Rolling Returns
Gold Portfolio: annualized rolling and average returns
Rolling Period |
Annualized Return (%) | Negative Periods |
|||
---|---|---|---|---|---|
Average | Latest | Best | Worst | ||
1 Year |
3.98 | 6.53 |
179.42 Feb 1979 - Jan 1980 |
-37.71 Apr 1981 - Mar 1982 |
27.34% |
2 Years |
3.59 | 1.10 |
92.76 Feb 1978 - Jan 1980 |
-30.30 Jul 1980 - Jun 1982 |
26.97% |
3 Years |
3.41 | 3.82 |
70.26 Feb 1977 - Jan 1980 |
-15.32 Nov 1980 - Oct 1983 |
23.80% |
4 Years |
3.28 | 10.27 |
56.96 Sep 1976 - Aug 1980 |
-15.26 Oct 1980 - Sep 1984 |
22.73% |
5 Years |
3.18 | 8.17 |
39.62 Jan 1970 - Dec 1974 |
-14.69 Mar 1980 - Feb 1985 |
23.84% |
6 Years |
3.13 | 7.13 |
30.45 Feb 1974 - Jan 1980 |
-10.02 Jul 1980 - Jun 1986 |
23.78% |
7 Years |
3.11 | 6.66 |
38.74 Feb 1973 - Jan 1980 |
-6.75 Feb 1980 - Jan 1987 |
22.22% |
8 Years |
3.10 | 6.03 |
38.89 Feb 1972 - Jan 1980 |
-6.28 Oct 1980 - Sep 1988 |
21.97% |
9 Years |
3.10 | 4.72 |
37.19 Feb 1971 - Jan 1980 |
-6.43 Oct 1980 - Sep 1989 |
22.18% |
10 Years |
3.11 | 3.13 |
34.02 Feb 1970 - Jan 1980 |
-5.99 Jul 1980 - Jun 1990 |
22.11% |
11 Years |
3.13 | 1.69 |
29.69 Dec 1969 - Nov 1980 |
-5.57 Oct 1980 - Sep 1991 |
21.08% |
12 Years |
3.15 | 1.66 |
27.57 Feb 1968 - Jan 1980 |
-5.25 Oct 1980 - Sep 1992 |
20.70% |
13 Years |
3.16 | 3.34 |
25.32 Oct 1967 - Sep 1980 |
-5.10 Feb 1980 - Jan 1993 |
22.76% |
14 Years |
3.16 | 4.67 |
23.34 Oct 1966 - Sep 1980 |
-4.06 Dec 1987 - Nov 2001 |
21.72% |
15 Years |
3.15 | 5.02 |
21.61 Oct 1965 - Sep 1980 |
-3.63 Feb 1980 - Jan 1995 |
21.39% |
20 Years |
3.07 | 8.40 |
15.64 Oct 1960 - Sep 1980 |
-4.36 Oct 1980 - Sep 2000 |
15.79% |
30 Years |
2.95 | 5.37 |
9.81 Oct 1950 - Sep 1980 |
-0.43 Feb 1875 - Jan 1905 |
6.60% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.98% |
+179.42% Feb 1979 - Jan 1980 |
-37.71% Apr 1981 - Mar 1982 |
27.34% 497 out of 1818 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.59% |
+92.76% Feb 1978 - Jan 1980 |
-30.30% Jul 1980 - Jun 1982 |
26.97% 487 out of 1806 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.41% |
+70.26% Feb 1977 - Jan 1980 |
-15.32% Nov 1980 - Oct 1983 |
23.80% 427 out of 1794 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.28% |
+56.96% Sep 1976 - Aug 1980 |
-15.26% Oct 1980 - Sep 1984 |
22.73% 405 out of 1782 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.18% |
+39.62% Jan 1970 - Dec 1974 |
-14.69% Mar 1980 - Feb 1985 |
23.84% 422 out of 1770 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.13% |
+30.45% Feb 1974 - Jan 1980 |
-10.02% Jul 1980 - Jun 1986 |
23.78% 418 out of 1758 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.11% |
+38.74% Feb 1973 - Jan 1980 |
-6.75% Feb 1980 - Jan 1987 |
22.22% 388 out of 1746 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.10% |
+38.89% Feb 1972 - Jan 1980 |
-6.28% Oct 1980 - Sep 1988 |
21.97% 381 out of 1734 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.10% |
+37.19% Feb 1971 - Jan 1980 |
-6.43% Oct 1980 - Sep 1989 |
22.18% 382 out of 1722 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.11% |
+34.02% Feb 1970 - Jan 1980 |
-5.99% Jul 1980 - Jun 1990 |
22.11% 378 out of 1710 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.13% |
+29.69% Dec 1969 - Nov 1980 |
-5.57% Oct 1980 - Sep 1991 |
21.08% 358 out of 1698 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.15% |
+27.57% Feb 1968 - Jan 1980 |
-5.25% Oct 1980 - Sep 1992 |
20.70% 349 out of 1686 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.16% |
+25.32% Oct 1967 - Sep 1980 |
-5.10% Feb 1980 - Jan 1993 |
22.76% 381 out of 1674 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.16% |
+23.34% Oct 1966 - Sep 1980 |
-4.06% Dec 1987 - Nov 2001 |
21.72% 361 out of 1662 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.15% |
+21.61% Oct 1965 - Sep 1980 |
-3.63% Feb 1980 - Jan 1995 |
21.39% 353 out of 1650 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+3.07% |
+15.64% Oct 1960 - Sep 1980 |
-4.36% Oct 1980 - Sep 2000 |
15.79% 251 out of 1590 |
Annualized Rolling Returns - 30 Years (360 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+2.95% |
+9.81% Oct 1950 - Sep 1980 |
-0.43% Feb 1875 - Jan 1905 |
6.60% 97 out of 1470 |
In order to have complete information about the portfolio, please refer to the Gold Portfolio: ETF allocation and returns page.