Consolidated Returns as of 31 March 2024
Holding the Golden Butterfly with Bitcoin Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~15 years), the longest period with a negative return lasted 44 months (from December 2013 to July 2017).
This means that every rolling period of 45 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Golden Butterfly with Bitcoin 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.14% |
+201.14%
Dec 2012 - Nov 2013 |
-30.25%
Jul 2011 - Jun 2012 |
15.70%
27 out of 172 |
US Inflation Adjusted | +11.48% |
+197.47%
Dec 2012 - Nov 2013 |
-31.39%
Jul 2011 - Jun 2012 |
18.02%
31 out of 172 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.38% |
+91.13%
Dec 2011 - Nov 2013 |
-9.53%
Dec 2013 - Nov 2015 |
9.38%
15 out of 160 |
US Inflation Adjusted | +12.85% |
+88.28%
Dec 2011 - Nov 2013 |
-11.52%
Nov 2021 - Oct 2023 |
15.63%
25 out of 160 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.45% |
+69.74%
Dec 2010 - Nov 2013 |
-3.48%
Dec 2013 - Nov 2016 |
0.68%
1 out of 148 |
US Inflation Adjusted | +12.16% |
+66.16%
Dec 2010 - Nov 2013 |
-4.55%
Dec 2013 - Nov 2016 |
10.14%
15 out of 148 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.35% |
+54.49%
Dec 2009 - Nov 2013 |
+3.75%
Nov 2019 - Oct 2023 |
0.00%
0 out of 136 |
US Inflation Adjusted | +12.94% |
+51.63%
Dec 2009 - Nov 2013 |
-0.79%
Nov 2019 - Oct 2023 |
1.47%
2 out of 136 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.48% |
+41.04%
Mar 2009 - Feb 2014 |
+3.82%
Dec 2013 - Nov 2018 |
0.00%
0 out of 124 |
US Inflation Adjusted | +13.08% |
+38.19%
Mar 2009 - Feb 2014 |
+1.15%
Jan 2018 - Dec 2022 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.78% |
+34.49%
Mar 2009 - Feb 2015 |
+5.67%
Dec 2013 - Nov 2019 |
0.00%
0 out of 112 |
US Inflation Adjusted | +17.17% |
+32.24%
Mar 2009 - Feb 2015 |
+2.39%
Feb 2018 - Jan 2024 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.52% |
+28.72%
Mar 2009 - Feb 2016 |
+6.87%
Dec 2013 - Nov 2020 |
0.00%
0 out of 100 |
US Inflation Adjusted | +18.69% |
+26.72%
Mar 2009 - Feb 2016 |
+4.81%
Oct 2016 - Sep 2023 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.96% |
+28.03%
Feb 2010 - Jan 2018 |
+7.91%
Dec 2013 - Nov 2021 |
0.00%
0 out of 88 |
US Inflation Adjusted | +19.00% |
+25.89%
Feb 2010 - Jan 2018 |
+5.30%
Jan 2015 - Dec 2022 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.94% |
+27.00%
Mar 2009 - Feb 2018 |
+5.56%
Dec 2013 - Nov 2022 |
0.00%
0 out of 76 |
US Inflation Adjusted | +18.83% |
+24.77%
Mar 2009 - Feb 2018 |
+2.74%
Dec 2013 - Nov 2022 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +19.82% |
+24.27%
Mar 2009 - Feb 2019 |
+5.56%
Dec 2013 - Nov 2023 |
0.00%
0 out of 64 |
US Inflation Adjusted | +17.57% |
+22.12%
Mar 2009 - Feb 2019 |
+2.70%
Dec 2013 - Nov 2023 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.80% |
+23.13%
Sep 2010 - Aug 2021 |
+12.30%
Jul 2011 - Jun 2022 |
0.00%
0 out of 52 |
US Inflation Adjusted | +18.10% |
+20.92%
Mar 2009 - Feb 2020 |
+9.56%
Jul 2011 - Jun 2022 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +19.73% |
+23.03%
Mar 2009 - Feb 2021 |
+11.81%
Jul 2011 - Jun 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +16.74% |
+20.85%
Mar 2009 - Feb 2021 |
+9.03%
Jul 2011 - Jun 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.70% |
+21.60%
Mar 2009 - Feb 2022 |
+17.28%
Nov 2010 - Oct 2023 |
0.00%
0 out of 28 |
US Inflation Adjusted | +15.78% |
+18.91%
Mar 2009 - Feb 2022 |
+14.26%
Nov 2010 - Oct 2023 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.23% |
+19.15%
Mar 2009 - Feb 2023 |
+17.47%
Oct 2009 - Sep 2023 |
0.00%
0 out of 16 |
US Inflation Adjusted | +15.23% |
+16.22%
Mar 2009 - Feb 2023 |
+14.55%
Oct 2009 - Sep 2023 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.06% |
+18.60%
Apr 2009 - Mar 2024 |
+17.68%
Jan 2009 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +15.11% |
+15.61%
Mar 2009 - Feb 2024 |
+14.75%
Jan 2009 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Golden Butterfly with Bitcoin Portfolio: ETF allocation and returns page.