Consolidated Returns as of 31 March 2024
Holding the Gyroscopic Investing Desert Portfolio 2x Leveraged, 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 52 months (from July 2019 to October 2023).
This means that every rolling period of 53 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Gyroscopic Investing Desert Portfolio 2x Leveraged: 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 | +10.87% |
+30.15%
Jan 2019 - Dec 2019 |
-30.73%
Nov 2021 - Oct 2022 |
13.92%
22 out of 158 |
US Inflation Adjusted | +7.14% |
+27.86%
Jun 2019 - May 2020 |
-35.71%
Nov 2021 - Oct 2022 |
21.52%
34 out of 158 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.53% |
+25.84%
Jan 2019 - Dec 2020 |
-16.66%
Nov 2021 - Oct 2023 |
15.07%
22 out of 146 |
US Inflation Adjusted | +8.66% |
+23.60%
Jan 2019 - Dec 2020 |
-20.99%
Nov 2021 - Oct 2023 |
17.81%
26 out of 146 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.24% |
+21.11%
Jan 2019 - Dec 2021 |
-6.85%
Oct 2020 - Sep 2023 |
12.69%
17 out of 134 |
US Inflation Adjusted | +8.12% |
+16.94%
Jan 2019 - Dec 2021 |
-11.90%
Oct 2020 - Sep 2023 |
15.67%
21 out of 134 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.97% |
+17.53%
Mar 2010 - Feb 2014 |
-1.51%
Nov 2019 - Oct 2023 |
1.64%
2 out of 122 |
US Inflation Adjusted | +8.23% |
+15.18%
Mar 2010 - Feb 2014 |
-5.82%
Nov 2019 - Oct 2023 |
9.84%
12 out of 122 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.09% |
+16.96%
Mar 2010 - Feb 2015 |
+2.85%
Oct 2017 - Sep 2022 |
0.00%
0 out of 110 |
US Inflation Adjusted | +7.58% |
+15.11%
Mar 2010 - Feb 2015 |
-0.88%
Nov 2017 - Oct 2022 |
4.55%
5 out of 110 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.94% |
+14.71%
Jul 2010 - Jun 2016 |
+2.48%
Nov 2017 - Oct 2023 |
0.00%
0 out of 98 |
US Inflation Adjusted | +8.18% |
+12.80%
Jul 2010 - Jun 2016 |
-1.22%
Nov 2017 - Oct 2023 |
3.06%
3 out of 98 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.49% |
+13.17%
Mar 2010 - Feb 2017 |
+3.30%
Oct 2016 - Sep 2023 |
0.00%
0 out of 86 |
US Inflation Adjusted | +7.81% |
+11.38%
Sep 2013 - Aug 2020 |
-0.21%
Oct 2016 - Sep 2023 |
2.33%
2 out of 86 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.22% |
+12.79%
Sep 2013 - Aug 2021 |
+4.09%
Nov 2015 - Oct 2023 |
0.00%
0 out of 74 |
US Inflation Adjusted | +8.27% |
+10.62%
Sep 2013 - Aug 2021 |
+0.80%
Nov 2015 - Oct 2023 |
0.00%
0 out of 74 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.64% |
+12.17%
Jul 2010 - Jun 2019 |
+4.21%
Nov 2014 - Oct 2023 |
0.00%
0 out of 62 |
US Inflation Adjusted | +8.73% |
+10.39%
Aug 2011 - Jul 2020 |
+1.26%
Nov 2014 - Oct 2023 |
0.00%
0 out of 62 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.90% |
+13.25%
Aug 2010 - Jul 2020 |
+5.22%
Nov 2013 - Oct 2023 |
0.00%
0 out of 50 |
US Inflation Adjusted | +7.41% |
+11.32%
Aug 2010 - Jul 2020 |
+2.37%
Nov 2013 - Oct 2023 |
0.00%
0 out of 50 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.52% |
+13.08%
Aug 2010 - Jul 2021 |
+5.47%
Nov 2012 - Oct 2023 |
0.00%
0 out of 38 |
US Inflation Adjusted | +4.88% |
+10.84%
Jun 2010 - May 2021 |
+2.78%
Oct 2012 - Sep 2023 |
0.00%
0 out of 38 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.94% |
+12.49%
Mar 2010 - Feb 2022 |
+6.21%
Nov 2011 - Oct 2023 |
0.00%
0 out of 26 |
US Inflation Adjusted | +5.26% |
+9.99%
Mar 2010 - Feb 2022 |
+3.55%
Nov 2011 - Oct 2023 |
0.00%
0 out of 26 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.63% |
+9.51%
Apr 2010 - Mar 2023 |
+7.04%
Nov 2010 - Oct 2023 |
0.00%
0 out of 14 |
US Inflation Adjusted | +5.83% |
+6.78%
Apr 2010 - Mar 2023 |
+4.28%
Nov 2010 - Oct 2023 |
0.00%
0 out of 14 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.45% |
+9.63%
Apr 2010 - Mar 2024 |
+9.45%
Mar 2010 - Feb 2024 |
0.00%
0 out of 2 |
US Inflation Adjusted | +6.68% |
+6.83%
Apr 2010 - Mar 2024 |
+6.68%
Mar 2010 - Feb 2024 |
0.00%
0 out of 2 |
To obtain comprehensive information, please consult the Gyroscopic Investing Desert Portfolio 2x Leveraged: ETF allocation and returns page.