Golden Butterfly 2x Leveraged Portfolio: Rolling Returns

Data Source: from March 2010 to March 2024 (~14 years)
Consolidated Returns as of 31 March 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 April 2014 - 31 March 2024 (10 Years)

Data Source: 1 March 2010 - 31 March 2024 (~14 years)

Inflation Adjusted:

Return Chart Capital Chart Table

Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+11.28%	+40.49% Sep 2010 - Aug 2011	-29.16% Nov 2021 - Oct 2022	16.46% 26 out of 158
US Inflation Adjusted	+9.39%	+35.40% Sep 2010 - Aug 2011	-34.26% Nov 2021 - Oct 2022	18.99% 30 out of 158

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)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.44%	+27.52% Mar 2010 - Feb 2012	-16.00% Nov 2021 - Oct 2023	13.70% 20 out of 146
US Inflation Adjusted	+8.62%	+24.39% Mar 2010 - Feb 2012	-20.36% Nov 2021 - Oct 2023	15.75% 23 out of 146

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)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.96%	+22.76% Jan 2019 - Dec 2021	-3.43% Nov 2020 - Oct 2023	7.46% 10 out of 134
US Inflation Adjusted	+8.26%	+18.53% Jan 2019 - Dec 2021	-8.66% Nov 2020 - Oct 2023	14.18% 19 out of 134

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)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.58%	+21.24% Mar 2010 - Feb 2014	-0.22% Nov 2019 - Oct 2023	0.82% 1 out of 122
US Inflation Adjusted	+8.81%	+18.82% Mar 2010 - Feb 2014	-4.59% Nov 2019 - Oct 2023	7.38% 9 out of 122

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)

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	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 110
US Inflation Adjusted	+8.87%	+16.88% Mar 2010 - Feb 2015	-1.14% Oct 2018 - Sep 2023	3.64% 4 out of 110

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)

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	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 98
US Inflation Adjusted	+8.65%	+14.27% Aug 2010 - Jul 2016	-0.76% Nov 2017 - Oct 2023	2.04% 2 out of 98

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)

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	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 86
US Inflation Adjusted	+8.74%	+13.32% Mar 2010 - Feb 2017	+0.69% Oct 2016 - Sep 2023	0.00% 0 out of 86

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)

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	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 74
US Inflation Adjusted	+8.84%	+12.40% Mar 2010 - Feb 2018	+2.04% Nov 2015 - Oct 2023	0.00% 0 out of 74

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)

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	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 62
US Inflation Adjusted	+9.17%	+11.44% Sep 2010 - Aug 2019	+2.13% Nov 2014 - Oct 2023	0.00% 0 out of 62

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)

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	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 50
US Inflation Adjusted	+8.50%	+12.15% Sep 2010 - Aug 2020	+2.88% Nov 2013 - Oct 2023	0.00% 0 out of 50

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)

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	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 38
US Inflation Adjusted	+5.88%	+12.36% Jul 2010 - Jun 2021	+3.77% Oct 2012 - Sep 2023	0.00% 0 out of 38

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)

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	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 26
US Inflation Adjusted	+6.07%	+11.31% Mar 2010 - Feb 2022	+4.41% Nov 2011 - Oct 2023	0.00% 0 out of 26

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)

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	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 14
US Inflation Adjusted	+6.59%	+7.90% Mar 2010 - Feb 2023	+5.35% Nov 2010 - Oct 2023	0.00% 0 out of 14

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)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.70%	+10.85% Apr 2010 - Mar 2024	+10.70% Mar 2010 - Feb 2024	0.00% 0 out of 2
US Inflation Adjusted	+7.90%	+8.02% Apr 2010 - Mar 2024	+7.90% Mar 2010 - Feb 2024	0.00% 0 out of 2

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.