Golden Butterfly 2x Leveraged Portfolio: Rolling Returns

Data Source: from March 2010 to April 2024 (~14 years)
Consolidated Returns as of 30 April 2024

Holding the Golden Butterfly 2x Leveraged Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~14 years), the longest period with a negative return lasted 48 months (from November 2019 to October 2023).

This means that every rolling period of 49 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Golden Butterfly 2x Leveraged Portfolio: ETF allocation and returns page.

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.

GOLDEN BUTTERFLY 2X LEVERAGED PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 March 2010 - 30 April 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.28% +40.49%
Sep 2010 - Aug 2011
-29.16%
Nov 2021 - Oct 2022
16.35%
26 out of 159
US Inflation Adjusted +9.39% +35.40%
Sep 2010 - Aug 2011
-34.26%
Nov 2021 - Oct 2022
18.87%
30 out of 159
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.44% +27.52%
Mar 2010 - Feb 2012
-16.00%
Nov 2021 - Oct 2023
13.61%
20 out of 147
US Inflation Adjusted +8.62% +24.39%
Mar 2010 - Feb 2012
-20.36%
Nov 2021 - Oct 2023
16.33%
24 out of 147
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.96% +22.76%
Jan 2019 - Dec 2021
-3.43%
Nov 2020 - Oct 2023
8.15%
11 out of 135
US Inflation Adjusted +8.26% +18.53%
Jan 2019 - Dec 2021
-8.66%
Nov 2020 - Oct 2023
14.81%
20 out of 135
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.58% +21.24%
Mar 2010 - Feb 2014
-0.22%
Nov 2019 - Oct 2023
0.81%
1 out of 123
US Inflation Adjusted +8.81% +18.82%
Mar 2010 - Feb 2014
-4.59%
Nov 2019 - Oct 2023
8.13%
10 out of 123
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.50% +18.76%
Mar 2010 - Feb 2015
+2.81%
Oct 2017 - Sep 2022
0.00%
0 out of 111
US Inflation Adjusted +8.87% +16.88%
Mar 2010 - Feb 2015
-1.14%
Oct 2018 - Sep 2023
3.60%
4 out of 111
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.46% +16.16%
Aug 2010 - Jul 2016
+2.96%
Nov 2017 - Oct 2023
0.00%
0 out of 99
US Inflation Adjusted +8.65% +14.27%
Aug 2010 - Jul 2016
-0.76%
Nov 2017 - Oct 2023
2.02%
2 out of 99
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.44% +15.22%
Mar 2010 - Feb 2017
+4.24%
Oct 2016 - Sep 2023
0.00%
0 out of 87
US Inflation Adjusted +8.74% +13.32%
Mar 2010 - Feb 2017
+0.69%
Oct 2016 - Sep 2023
0.00%
0 out of 87
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.63% +14.36%
Mar 2010 - Feb 2018
+5.37%
Nov 2015 - Oct 2023
0.00%
0 out of 75
US Inflation Adjusted +8.84% +12.40%
Mar 2010 - Feb 2018
+2.04%
Nov 2015 - Oct 2023
0.00%
0 out of 75
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.30% +13.45%
Sep 2010 - Aug 2019
+5.10%
Nov 2014 - Oct 2023
0.00%
0 out of 63
US Inflation Adjusted +9.17% +11.44%
Sep 2010 - Aug 2019
+2.13%
Nov 2014 - Oct 2023
0.00%
0 out of 63
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.01% +14.12%
Sep 2010 - Aug 2020
+5.74%
Nov 2013 - Oct 2023
0.00%
0 out of 51
US Inflation Adjusted +8.50% +12.15%
Sep 2010 - Aug 2020
+2.88%
Nov 2013 - Oct 2023
0.00%
0 out of 51
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.59% +14.63%
Jul 2010 - Jun 2021
+6.50%
Oct 2012 - Sep 2023
0.00%
0 out of 39
US Inflation Adjusted +5.88% +12.36%
Jul 2010 - Jun 2021
+3.77%
Oct 2012 - Sep 2023
0.00%
0 out of 39
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +8.81% +13.84%
Mar 2010 - Feb 2022
+7.10%
Nov 2011 - Oct 2023
0.00%
0 out of 27
US Inflation Adjusted +6.07% +11.31%
Mar 2010 - Feb 2022
+4.41%
Nov 2011 - Oct 2023
0.00%
0 out of 27
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.38% +10.66%
Mar 2010 - Feb 2023
+8.14%
Nov 2010 - Oct 2023
0.00%
0 out of 15
US Inflation Adjusted +6.59% +7.90%
Mar 2010 - Feb 2023
+5.35%
Nov 2010 - Oct 2023
0.00%
0 out of 15
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.70% +10.85%
Apr 2010 - Mar 2024
+9.91%
May 2010 - Apr 2024
0.00%
0 out of 3
US Inflation Adjusted +7.90% +8.02%
Apr 2010 - Mar 2024
+7.08%
May 2010 - Apr 2024
0.00%
0 out of 3
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Golden Butterfly 2x Leveraged Portfolio: ETF allocation and returns page.