Consolidated Returns as of 30 June 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.66% |
+40.49%
Sep 2010 - Aug 2011 |
-29.16%
Nov 2021 - Oct 2022 |
16.15%
26 out of 161 |
US Inflation Adjusted | +9.45% |
+35.40%
Sep 2010 - Aug 2011 |
-34.26%
Nov 2021 - Oct 2022 |
18.63%
30 out of 161 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.10% |
+27.52%
Mar 2010 - Feb 2012 |
-16.00%
Nov 2021 - Oct 2023 |
13.42%
20 out of 149 |
US Inflation Adjusted | +8.47% |
+24.39%
Mar 2010 - Feb 2012 |
-20.36%
Nov 2021 - Oct 2023 |
16.78%
25 out of 149 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.92% |
+22.76%
Jan 2019 - Dec 2021 |
-3.43%
Nov 2020 - Oct 2023 |
9.49%
13 out of 137 |
US Inflation Adjusted | +8.20% |
+18.53%
Jan 2019 - Dec 2021 |
-8.66%
Nov 2020 - Oct 2023 |
16.06%
22 out of 137 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.49% |
+21.24%
Mar 2010 - Feb 2014 |
-0.22%
Nov 2019 - Oct 2023 |
0.80%
1 out of 125 |
US Inflation Adjusted | +8.80% |
+18.82%
Mar 2010 - Feb 2014 |
-4.59%
Nov 2019 - Oct 2023 |
9.60%
12 out of 125 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.37% |
+18.76%
Mar 2010 - Feb 2015 |
+2.81%
Oct 2017 - Sep 2022 |
0.00%
0 out of 113 |
US Inflation Adjusted | +8.87% |
+16.88%
Mar 2010 - Feb 2015 |
-1.14%
Oct 2018 - Sep 2023 |
3.54%
4 out of 113 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.35% |
+16.16%
Aug 2010 - Jul 2016 |
+2.96%
Nov 2017 - Oct 2023 |
0.00%
0 out of 101 |
US Inflation Adjusted | +8.61% |
+14.27%
Aug 2010 - Jul 2016 |
-0.76%
Nov 2017 - Oct 2023 |
1.98%
2 out of 101 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.43% |
+15.22%
Mar 2010 - Feb 2017 |
+4.24%
Oct 2016 - Sep 2023 |
0.00%
0 out of 89 |
US Inflation Adjusted | +8.71% |
+13.32%
Mar 2010 - Feb 2017 |
+0.69%
Oct 2016 - Sep 2023 |
0.00%
0 out of 89 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.59% |
+14.36%
Mar 2010 - Feb 2018 |
+5.37%
Nov 2015 - Oct 2023 |
0.00%
0 out of 77 |
US Inflation Adjusted | +8.80% |
+12.40%
Mar 2010 - Feb 2018 |
+2.04%
Nov 2015 - Oct 2023 |
0.00%
0 out of 77 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.20% |
+13.45%
Sep 2010 - Aug 2019 |
+5.10%
Nov 2014 - Oct 2023 |
0.00%
0 out of 65 |
US Inflation Adjusted | +9.11% |
+11.44%
Sep 2010 - Aug 2019 |
+2.13%
Nov 2014 - Oct 2023 |
0.00%
0 out of 65 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.26% |
+14.12%
Sep 2010 - Aug 2020 |
+5.74%
Nov 2013 - Oct 2023 |
0.00%
0 out of 53 |
US Inflation Adjusted | +7.62% |
+12.15%
Sep 2010 - Aug 2020 |
+2.88%
Nov 2013 - Oct 2023 |
0.00%
0 out of 53 |
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Annualized Rolling Returns - 11 Years (132 months)
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 41 |
US Inflation Adjusted | +5.88% |
+12.36%
Jul 2010 - Jun 2021 |
+3.77%
Oct 2012 - Sep 2023 |
0.00%
0 out of 41 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.86% |
+13.84%
Mar 2010 - Feb 2022 |
+7.10%
Nov 2011 - Oct 2023 |
0.00%
0 out of 29 |
US Inflation Adjusted | +6.07% |
+11.31%
Mar 2010 - Feb 2022 |
+4.41%
Nov 2011 - Oct 2023 |
0.00%
0 out of 29 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.34% |
+10.66%
Mar 2010 - Feb 2023 |
+8.14%
Nov 2010 - Oct 2023 |
0.00%
0 out of 17 |
US Inflation Adjusted | +6.54% |
+7.90%
Mar 2010 - Feb 2023 |
+5.35%
Nov 2010 - Oct 2023 |
0.00%
0 out of 17 |
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Annualized Rolling Returns - 14 Years (168 months)
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 5 |
US Inflation Adjusted | +7.90% |
+8.02%
Apr 2010 - Mar 2024 |
+7.08%
May 2010 - Apr 2024 |
0.00%
0 out of 5 |
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To obtain comprehensive information, please consult the Golden Butterfly 2x Leveraged Portfolio: ETF allocation and returns page.