Tyler Golden Butterfly Portfolio: Rolling Returns

Data Source: from January 1927 to January 2024 (~97 years)
Consolidated Returns as of 31 January 2024

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

Considering all the available data source (~97 years), the longest period with a negative return lasted 74 months (from January 1927 to February 1933).

This means that every rolling period of 75 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Tyler Golden Butterfly 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

TYLER GOLDEN BUTTERFLY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 5.64% (updated at Jan 31, 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.

TYLER GOLDEN BUTTERFLY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1927 - 31 January 2024 (~97 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -14.81 03/2008
02/2009
0.85$ 1.43 1.01$ 7.95 1.07$ 14.71 1.14$ 26.55 04/2003
03/2004
1.26$ 3.42 11.46%
2Y -6.44 11/2021
10/2023
0.87$ 3.30 1.06$ 7.56 1.15$ 12.64 1.26$ 20.77 03/2009
02/2011
1.45$ -0.57 6.82%
3Y 0.58 03/2006
02/2009
1.01$ 4.66 1.14$ 7.70 1.24$ 11.30 1.37$ 17.94 03/2009
02/2012
1.64$ 1.53 0.00%
4Y 2.33 11/2019
10/2023
1.09$ 5.29 1.22$ 7.72 1.34$ 10.44 1.48$ 14.59 03/2009
02/2013
1.72$ 4.12 0.00%
5Y 3.16 04/1998
03/2003
1.16$ 5.64 1.31$ 7.94 1.46$ 9.99 1.61$ 13.45 03/2009
02/2014
1.87$ 6.02 0.00%
6Y 3.78 11/2017
10/2023
1.24$ 6.06 1.42$ 7.85 1.57$ 9.35 1.70$ 12.33 03/2009
02/2015
2.00$ 4.89 0.00%
7Y 4.29 10/2016
09/2023
1.34$ 6.28 1.53$ 7.92 1.70$ 9.10 1.83$ 10.15 04/2003
03/2010
1.96$ 5.71 0.00%
8Y 4.65 10/2014
09/2022
1.43$ 6.51 1.65$ 7.97 1.84$ 9.03 1.99$ 10.74 04/2003
03/2011
2.26$ 6.52 0.00%
9Y 4.46 11/2014
10/2023
1.48$ 6.83 1.81$ 7.97 1.99$ 9.08 2.18$ 10.85 04/2003
03/2012
2.52$ 5.08 0.00%
10Y 4.68 10/2012
09/2022
1.58$ 6.96 1.96$ 8.10 2.17$ 9.04 2.37$ 10.44 04/2003
03/2013
2.70$ 5.64 0.00%
11Y 4.84 10/2012
09/2023
1.68$ 6.59 2.01$ 8.32 2.40$ 9.01 2.58$ 10.12 04/2003
03/2014
2.88$ 5.62 0.00%
12Y 5.11 11/2011
10/2023
1.81$ 6.96 2.24$ 8.20 2.57$ 9.09 2.83$ 9.84 04/2003
03/2015
3.08$ 5.60 0.00%
13Y 5.70 11/2010
10/2023
2.05$ 7.11 2.44$ 8.10 2.75$ 8.90 3.03$ 9.63 02/1995
01/2008
3.30$ 6.35 0.00%
14Y 6.44 10/2008
09/2022
2.39$ 7.45 2.73$ 8.06 2.96$ 8.58 3.16$ 9.11 08/2002
07/2016
3.39$ 6.99 0.00%
15Y 5.98 10/2007
09/2022
2.39$ 7.47 2.94$ 8.12 3.22$ 8.57 3.43$ 8.91 04/1997
03/2012
3.59$ 7.63 0.00%
16Y 5.76 11/2007
10/2023
2.44$ 7.59 3.22$ 8.12 3.48$ 8.60 3.74$ 9.20 01/1995
12/2010
4.08$ 6.38 0.00%
17Y 6.13 11/2006
10/2023
2.75$ 7.58 3.46$ 8.09 3.75$ 8.57 4.04$ 9.43 02/1995
01/2012
4.62$ 6.55 0.00%
18Y 6.59 10/2005
09/2023
3.15$ 7.39 3.60$ 8.00 3.99$ 8.71 4.49$ 9.22 12/1994
11/2012
4.89$ 6.69 0.00%
19Y 6.66 11/2004
10/2023
3.40$ 7.43 3.90$ 7.89 4.23$ 8.73 4.90$ 9.06 12/1994
11/2013
5.19$ 7.06 0.00%
20Y 6.85 11/2003
10/2023
3.76$ 7.49 4.24$ 7.89 4.56$ 8.47 5.08$ 9.09 02/1995
01/2015
5.69$ 7.11 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -20.83 10/2021
09/2022
0.79$ -0.61 0.99$ 5.45 1.05$ 12.36 1.12$ 24.39 04/2003
03/2004
1.24$ 0.31 16.33%
2Y -11.29 11/2021
10/2023
0.78$ 1.37 1.02$ 5.70 1.11$ 9.72 1.20$ 18.24 03/2009
02/2011
1.39$ -5.06 10.09%
3Y -4.79 11/2020
10/2023
0.86$ 2.35 1.07$ 5.65 1.17$ 8.34 1.27$ 15.18 03/2009
02/2012
1.52$ -3.91 6.15%
4Y -2.15 11/2019
10/2023
0.91$ 2.63 1.10$ 5.49 1.23$ 7.93 1.35$ 12.01 03/2009
02/2013
1.57$ -0.44 1.92%
5Y -0.14 10/2017
09/2022
0.99$ 3.32 1.17$ 5.39 1.30$ 7.41 1.42$ 11.16 03/2009
02/2014
1.69$ 1.79 0.33%
6Y 0.04 11/2017
10/2023
1.00$ 3.96 1.26$ 5.45 1.37$ 6.76 1.48$ 10.45 03/2009
02/2015
1.81$ 1.14 0.00%
7Y 0.74 10/2016
09/2023
1.05$ 4.02 1.31$ 5.72 1.47$ 6.52 1.55$ 8.42 03/2009
02/2016
1.76$ 2.15 0.00%
8Y 1.53 11/2015
10/2023
1.12$ 4.53 1.42$ 5.61 1.54$ 6.59 1.66$ 8.35 03/2009
02/2017
1.89$ 3.06 0.00%
9Y 1.50 11/2014
10/2023
1.14$ 4.66 1.50$ 5.62 1.63$ 6.62 1.78$ 8.20 04/2003
03/2012
2.03$ 1.89 0.00%
10Y 1.87 11/2013
10/2023
1.20$ 4.61 1.56$ 5.82 1.76$ 6.58 1.89$ 7.89 04/2003
03/2013
2.13$ 2.78 0.00%
11Y 2.16 10/2012
09/2023
1.26$ 4.47 1.61$ 5.91 1.87$ 6.65 2.02$ 7.65 04/2003
03/2014
2.24$ 2.87 0.00%
12Y 2.47 11/2011
10/2023
1.34$ 4.59 1.71$ 5.83 1.97$ 6.58 2.14$ 7.73 03/2009
02/2021
2.44$ 2.93 0.00%
13Y 2.97 11/2010
10/2023
1.46$ 4.99 1.88$ 5.80 2.08$ 6.45 2.25$ 7.36 11/2008
10/2021
2.51$ 3.63 0.00%
14Y 3.83 10/2009
09/2023
1.69$ 5.14 2.01$ 5.71 2.17$ 6.13 2.30$ 6.89 08/2002
07/2016
2.54$ 4.33 0.00%
15Y 3.53 10/2007
09/2022
1.68$ 5.12 2.11$ 5.80 2.32$ 6.10 2.43$ 6.65 04/2003
03/2018
2.62$ 4.94 0.00%
16Y 3.24 11/2007
10/2023
1.66$ 5.25 2.26$ 5.86 2.48$ 6.16 2.60$ 6.61 01/1995
12/2010
2.78$ 3.89 0.00%
17Y 3.54 11/2006
10/2023
1.80$ 5.20 2.36$ 5.82 2.61$ 6.21 2.78$ 6.79 02/1995
01/2012
3.05$ 3.95 0.00%
18Y 4.04 10/2005
09/2023
2.03$ 5.10 2.44$ 5.73 2.72$ 6.38 3.04$ 6.79 04/2003
03/2021
3.26$ 4.11 0.00%
19Y 4.02 11/2004
10/2023
2.11$ 5.03 2.53$ 5.65 2.83$ 6.23 3.15$ 6.54 08/2002
07/2021
3.33$ 4.39 0.00%
20Y 4.16 11/2003
10/2023
2.26$ 5.09 2.70$ 5.58 2.96$ 6.16 3.30$ 6.69 02/1995
01/2015
3.64$ 4.42 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -32.17 07/1931
06/1932
0.67$ -0.80 0.99$ 8.95 1.08$ 17.68 1.17$ 72.34 07/1932
06/1933
1.72$ 3.42 17.16%
2Y -24.76 06/1930
05/1932
0.56$ 2.30 1.04$ 8.36 1.17$ 15.14 1.32$ 35.24 07/1932
06/1934
1.82$ -0.57 9.02%
3Y -17.91 07/1929
06/1932
0.55$ 4.07 1.12$ 8.50 1.27$ 13.65 1.46$ 24.69 07/1932
06/1935
1.93$ 1.53 4.42%
4Y -10.94 06/1928
05/1932
0.62$ 5.00 1.21$ 8.16 1.36$ 12.88 1.62$ 24.33 07/1932
06/1936
2.38$ 4.12 3.67%
5Y -6.33 06/1927
05/1932
0.72$ 5.49 1.30$ 8.15 1.47$ 12.34 1.78$ 20.88 06/1932
05/1937
2.58$ 6.02 2.89%
6Y -1.38 01/1927
12/1932
0.91$ 5.75 1.39$ 8.30 1.61$ 12.06 1.98$ 20.45 10/1974
09/1980
3.05$ 4.89 0.37%
7Y 1.97 04/1928
03/1935
1.14$ 5.89 1.49$ 8.31 1.74$ 12.04 2.21$ 17.54 06/1976
05/1983
3.09$ 5.71 0.00%
8Y 1.93 04/1930
03/1938
1.16$ 6.13 1.61$ 8.16 1.87$ 11.69 2.42$ 17.57 04/1978
03/1986
3.65$ 6.52 0.00%
9Y 1.96 04/1929
03/1938
1.19$ 6.43 1.75$ 8.10 2.01$ 11.80 2.72$ 17.76 10/1974
09/1983
4.35$ 5.08 0.00%
10Y 2.31 09/1929
08/1939
1.25$ 6.51 1.87$ 8.19 2.19$ 11.36 2.93$ 17.05 09/1976
08/1986
4.82$ 5.64 0.00%
11Y 2.18 09/1929
08/1940
1.26$ 6.40 1.97$ 8.33 2.41$ 11.60 3.34$ 16.70 09/1976
08/1987
5.46$ 5.62 0.00%
12Y 2.49 05/1930
04/1942
1.34$ 6.69 2.17$ 8.36 2.62$ 12.11 3.94$ 17.08 10/1974
09/1986
6.63$ 5.60 0.00%
13Y 2.08 09/1929
08/1942
1.30$ 6.88 2.37$ 8.24 2.80$ 11.98 4.35$ 16.80 10/1974
09/1987
7.53$ 6.35 0.00%
14Y 2.96 05/1928
04/1942
1.50$ 6.88 2.53$ 8.25 3.03$ 12.17 4.99$ 15.43 10/1974
09/1988
7.45$ 6.99 0.00%
15Y 3.74 10/1927
09/1942
1.73$ 6.72 2.65$ 8.30 3.30$ 12.03 5.49$ 15.38 10/1974
09/1989
8.54$ 7.63 0.00%
16Y 4.58 12/1928
11/1944
2.04$ 6.80 2.86$ 8.22 3.54$ 12.20 6.30$ 15.76 07/1970
06/1986
10.40$ 6.38 0.00%
17Y 4.93 10/1929
09/1946
2.26$ 7.03 3.17$ 8.28 3.86$ 12.15 7.02$ 15.53 07/1970
06/1987
11.63$ 6.55 0.00%
18Y 4.86 09/1929
08/1947
2.35$ 7.00 3.37$ 8.42 4.28$ 12.23 7.98$ 14.71 07/1970
06/1988
11.83$ 6.69 0.00%
19Y 4.68 09/1929
08/1948
2.38$ 6.92 3.56$ 8.53 4.73$ 12.47 9.32$ 14.48 07/1970
06/1989
13.06$ 7.06 0.00%
20Y 4.53 09/1929
08/1949
2.42$ 7.03 3.89$ 8.44 5.05$ 12.40 10.35$ 13.89 07/1970
06/1990
13.48$ 7.11 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -24.69 07/1931
06/1932
0.75$ -4.26 0.95$ 5.71 1.05$ 14.77 1.14$ 84.55 07/1932
06/1933
1.84$ 0.31 26.17%
2Y -16.43 06/1930
05/1932
0.69$ -1.02 0.97$ 5.41 1.11$ 11.51 1.24$ 36.60 06/1932
05/1934
1.86$ -5.06 18.21%
3Y -11.40 07/1929
06/1932
0.69$ 0.94 1.02$ 5.25 1.16$ 10.04 1.33$ 24.38 07/1932
06/1935
1.92$ -3.91 11.42%
4Y -5.73 06/1928
05/1932
0.78$ 1.64 1.06$ 5.29 1.22$ 8.40 1.38$ 23.90 06/1932
05/1936
2.35$ -0.44 7.69%
5Y -4.33 04/1937
03/1942
0.80$ 2.24 1.11$ 5.38 1.29$ 7.81 1.45$ 19.68 06/1932
05/1937
2.45$ 1.79 4.25%
6Y -3.10 12/1936
11/1942
0.82$ 2.71 1.17$ 5.36 1.36$ 7.66 1.55$ 14.73 07/1932
06/1938
2.28$ 1.14 3.11%
7Y -1.68 06/1946
05/1953
0.88$ 2.83 1.21$ 5.56 1.46$ 7.46 1.65$ 13.66 06/1932
05/1939
2.45$ 2.15 1.85%
8Y -0.72 02/1946
01/1954
0.94$ 2.82 1.24$ 5.55 1.54$ 7.44 1.77$ 11.25 05/1932
04/1940
2.34$ 3.06 0.75%
9Y 0.18 03/1939
02/1948
1.01$ 2.95 1.29$ 5.50 1.61$ 7.23 1.87$ 10.09 03/1978
02/1987
2.37$ 1.89 0.00%
10Y 0.35 03/1939
02/1949
1.03$ 3.14 1.36$ 5.58 1.72$ 6.86 1.94$ 9.91 02/1927
01/1937
2.57$ 2.78 0.00%
11Y -0.41 03/1937
02/1948
0.95$ 3.41 1.44$ 5.63 1.82$ 6.78 2.05$ 9.77 07/1982
06/1993
2.78$ 2.87 0.19%
12Y -0.22 03/1937
02/1949
0.97$ 3.50 1.51$ 5.45 1.89$ 6.89 2.22$ 9.75 10/1974
09/1986
3.05$ 2.93 0.39%
13Y 0.60 12/1936
11/1949
1.08$ 3.45 1.55$ 5.48 2.00$ 6.97 2.40$ 9.68 10/1974
09/1987
3.32$ 3.63 0.00%
14Y 1.20 03/1937
02/1951
1.18$ 3.60 1.64$ 5.48 2.11$ 6.86 2.53$ 9.33 06/1932
05/1946
3.48$ 4.33 0.00%
15Y 1.07 03/1937
02/1952
1.17$ 3.81 1.75$ 5.39 2.19$ 6.84 2.69$ 9.04 08/1982
07/1997
3.66$ 4.94 0.00%
16Y 1.19 03/1937
02/1953
1.20$ 3.79 1.81$ 5.35 2.30$ 6.75 2.84$ 9.13 07/1982
06/1998
4.04$ 3.89 0.00%
17Y 1.23 12/1936
11/1953
1.23$ 3.94 1.92$ 5.35 2.42$ 6.71 3.01$ 8.58 07/1982
06/1999
4.05$ 3.95 0.00%
18Y 2.00 04/1936
03/1954
1.42$ 3.91 1.99$ 5.35 2.55$ 6.59 3.15$ 8.24 07/1982
06/2000
4.16$ 4.11 0.00%
19Y 2.59 05/1934
04/1953
1.62$ 3.95 2.08$ 5.38 2.70$ 6.49 3.30$ 7.99 10/1974
09/1993
4.30$ 4.39 0.00%
20Y 2.36 03/1937
02/1957
1.59$ 3.94 2.16$ 5.30 2.80$ 6.54 3.55$ 7.73 05/1978
04/1998
4.43$ 4.42 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.95% +72.34%
Jul 1932 - Jun 1933
-32.17%
Jul 1931 - Jun 1932
17.16%
198 out of 1154
US Inflation Adjusted +5.71% +84.55%
Jul 1932 - Jun 1933
-24.69%
Jul 1931 - Jun 1932
26.17%
302 out of 1154
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 +8.36% +35.24%
Jul 1932 - Jun 1934
-24.76%
Jun 1930 - May 1932
9.02%
103 out of 1142
US Inflation Adjusted +5.41% +36.60%
Jun 1932 - May 1934
-16.43%
Jun 1930 - May 1932
18.21%
208 out of 1142
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 +8.50% +24.69%
Jul 1932 - Jun 1935
-17.91%
Jul 1929 - Jun 1932
4.42%
50 out of 1130
US Inflation Adjusted +5.25% +24.38%
Jul 1932 - Jun 1935
-11.40%
Jul 1929 - Jun 1932
11.42%
129 out of 1130
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 +8.16% +24.33%
Jul 1932 - Jun 1936
-10.94%
Jun 1928 - May 1932
3.67%
41 out of 1118
US Inflation Adjusted +5.29% +23.90%
Jun 1932 - May 1936
-5.73%
Jun 1928 - May 1932
7.69%
86 out of 1118
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 +8.15% +20.88%
Jun 1932 - May 1937
-6.33%
Jun 1927 - May 1932
2.89%
32 out of 1106
US Inflation Adjusted +5.38% +19.68%
Jun 1932 - May 1937
-4.33%
Apr 1937 - Mar 1942
4.25%
47 out of 1106
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 +8.30% +20.45%
Oct 1974 - Sep 1980
-1.38%
Jan 1927 - Dec 1932
0.37%
4 out of 1094
US Inflation Adjusted +5.36% +14.73%
Jul 1932 - Jun 1938
-3.10%
Dec 1936 - Nov 1942
3.11%
34 out of 1094
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 +8.31% +17.54%
Jun 1976 - May 1983
+1.97%
Apr 1928 - Mar 1935
0.00%
0 out of 1082
US Inflation Adjusted +5.56% +13.66%
Jun 1932 - May 1939
-1.68%
Jun 1946 - May 1953
1.85%
20 out of 1082
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 +8.16% +17.57%
Apr 1978 - Mar 1986
+1.93%
Apr 1930 - Mar 1938
0.00%
0 out of 1070
US Inflation Adjusted +5.55% +11.25%
May 1932 - Apr 1940
-0.72%
Feb 1946 - Jan 1954
0.75%
8 out of 1070
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 +8.10% +17.76%
Oct 1974 - Sep 1983
+1.96%
Apr 1929 - Mar 1938
0.00%
0 out of 1058
US Inflation Adjusted +5.50% +10.09%
Mar 1978 - Feb 1987
+0.18%
Mar 1939 - Feb 1948
0.00%
0 out of 1058
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 +8.19% +17.05%
Sep 1976 - Aug 1986
+2.31%
Sep 1929 - Aug 1939
0.00%
0 out of 1046
US Inflation Adjusted +5.58% +9.91%
Feb 1927 - Jan 1937
+0.35%
Mar 1939 - Feb 1949
0.00%
0 out of 1046
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 +8.33% +16.70%
Sep 1976 - Aug 1987
+2.18%
Sep 1929 - Aug 1940
0.00%
0 out of 1034
US Inflation Adjusted +5.63% +9.77%
Jul 1982 - Jun 1993
-0.41%
Mar 1937 - Feb 1948
0.19%
2 out of 1034
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 +8.36% +17.08%
Oct 1974 - Sep 1986
+2.49%
May 1930 - Apr 1942
0.00%
0 out of 1022
US Inflation Adjusted +5.45% +9.75%
Oct 1974 - Sep 1986
-0.22%
Mar 1937 - Feb 1949
0.39%
4 out of 1022
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 +8.24% +16.80%
Oct 1974 - Sep 1987
+2.08%
Sep 1929 - Aug 1942
0.00%
0 out of 1010
US Inflation Adjusted +5.48% +9.68%
Oct 1974 - Sep 1987
+0.60%
Dec 1936 - Nov 1949
0.00%
0 out of 1010
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 +8.25% +15.43%
Oct 1974 - Sep 1988
+2.96%
May 1928 - Apr 1942
0.00%
0 out of 998
US Inflation Adjusted +5.48% +9.33%
Jun 1932 - May 1946
+1.20%
Mar 1937 - Feb 1951
0.00%
0 out of 998
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.30% +15.38%
Oct 1974 - Sep 1989
+3.74%
Oct 1927 - Sep 1942
0.00%
0 out of 986
US Inflation Adjusted +5.39% +9.04%
Aug 1982 - Jul 1997
+1.07%
Mar 1937 - Feb 1952
0.00%
0 out of 986
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.22% +15.76%
Jul 1970 - Jun 1986
+4.58%
Dec 1928 - Nov 1944
0.00%
0 out of 974
US Inflation Adjusted +5.35% +9.13%
Jul 1982 - Jun 1998
+1.19%
Mar 1937 - Feb 1953
0.00%
0 out of 974
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.28% +15.53%
Jul 1970 - Jun 1987
+4.93%
Oct 1929 - Sep 1946
0.00%
0 out of 962
US Inflation Adjusted +5.35% +8.58%
Jul 1982 - Jun 1999
+1.23%
Dec 1936 - Nov 1953
0.00%
0 out of 962
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.42% +14.71%
Jul 1970 - Jun 1988
+4.86%
Sep 1929 - Aug 1947
0.00%
0 out of 950
US Inflation Adjusted +5.35% +8.24%
Jul 1982 - Jun 2000
+2.00%
Apr 1936 - Mar 1954
0.00%
0 out of 950
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution