Consolidated Returns as of 30 June 2024
Holding the Gyroscopic Investing Desert Portfolio To EUR Hedged, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~75 years), the longest period with a negative return lasted 41 months (from February 1967 to June 1970).
This means that every rolling period of 42 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Gyroscopic Investing Desert Portfolio To EUR Hedged: 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
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The annualized return of the last 10 years has been 3.34% (updated at Jun 30, 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.97% |
+35.39%
Jul 1982 - Jun 1983 |
-14.03%
Nov 2021 - Oct 2022 |
10.87%
96 out of 883 |
Euro Inflation Adjusted | +4.57% |
+31.93%
Jul 1982 - Jun 1983 |
-22.28%
Nov 2021 - Oct 2022 |
21.40%
189 out of 883 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.99% |
+20.81%
Jul 1984 - Jun 1986 |
-6.04%
Nov 2021 - Oct 2023 |
4.82%
42 out of 871 |
Euro Inflation Adjusted | +4.46% |
+19.60%
Jul 1984 - Jun 1986 |
-11.94%
Nov 2021 - Oct 2023 |
12.28%
107 out of 871 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.98% |
+18.80%
Nov 1990 - Oct 1993 |
-1.51%
Jun 1967 - May 1970 |
1.63%
14 out of 859 |
Euro Inflation Adjusted | +4.46% |
+16.53%
Aug 1984 - Jul 1987 |
-6.86%
Oct 2020 - Sep 2023 |
8.38%
72 out of 859 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.07% |
+16.31%
Jul 1982 - Jun 1986 |
+0.53%
Jun 1966 - May 1970 |
0.00%
0 out of 847 |
Euro Inflation Adjusted | +4.31% |
+14.19%
Jul 1982 - Jun 1986 |
-3.10%
Nov 2019 - Oct 2023 |
5.90%
50 out of 847 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.19% |
+14.96%
Jul 1982 - Jun 1987 |
+0.65%
Jun 1965 - May 1970 |
0.00%
0 out of 835 |
Euro Inflation Adjusted | +4.37% |
+13.26%
Jul 1982 - Jun 1987 |
-1.83%
Nov 2017 - Oct 2022 |
5.15%
43 out of 835 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.25% |
+13.48%
Nov 1990 - Oct 1996 |
+1.59%
Jul 1964 - Jun 1970 |
0.00%
0 out of 823 |
Euro Inflation Adjusted | +4.41% |
+10.83%
Oct 1981 - Sep 1987 |
-1.56%
Nov 2017 - Oct 2023 |
4.50%
37 out of 823 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.12% |
+13.27%
Oct 1990 - Sep 1997 |
+2.11%
Oct 2016 - Sep 2023 |
0.00%
0 out of 811 |
Euro Inflation Adjusted | +4.58% |
+10.14%
Oct 1990 - Sep 1997 |
-0.95%
Oct 2016 - Sep 2023 |
2.22%
18 out of 811 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.08% |
+12.76%
May 1990 - Apr 1998 |
+2.14%
Mar 2015 - Feb 2023 |
0.00%
0 out of 799 |
Euro Inflation Adjusted | +4.81% |
+9.97%
Nov 1990 - Oct 1998 |
-0.41%
Nov 2015 - Oct 2023 |
1.13%
9 out of 799 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.04% |
+12.38%
Aug 1984 - Jul 1993 |
+2.29%
Nov 2014 - Oct 2023 |
0.00%
0 out of 787 |
Euro Inflation Adjusted | +4.70% |
+9.82%
Jul 1984 - Jun 1993 |
-0.42%
Jul 1973 - Jun 1982 |
0.38%
3 out of 787 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.07% |
+11.75%
Jan 1989 - Dec 1998 |
+2.51%
Nov 2013 - Oct 2023 |
0.00%
0 out of 775 |
Euro Inflation Adjusted | +4.63% |
+9.07%
Aug 1982 - Jul 1992 |
-0.27%
Jul 1972 - Jun 1982 |
0.26%
2 out of 775 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.08% |
+12.29%
Jul 1982 - Jun 1993 |
+2.82%
Oct 2012 - Sep 2023 |
0.00%
0 out of 763 |
Euro Inflation Adjusted | +4.68% |
+9.68%
Jul 1982 - Jun 1993 |
+0.45%
Apr 1971 - Mar 1982 |
0.00%
0 out of 763 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.05% |
+11.78%
Oct 1981 - Sep 1993 |
+3.12%
Nov 2011 - Oct 2023 |
0.00%
0 out of 751 |
Euro Inflation Adjusted | +4.59% |
+8.95%
Oct 1981 - Sep 1993 |
+0.97%
Nov 2011 - Oct 2023 |
0.00%
0 out of 751 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.03% |
+11.71%
Jul 1982 - Jun 1995 |
+3.51%
Nov 2010 - Oct 2023 |
0.00%
0 out of 739 |
Euro Inflation Adjusted | +4.55% |
+9.11%
Aug 1984 - Jul 1997 |
+0.47%
Oct 1968 - Sep 1981 |
0.00%
0 out of 739 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.17% |
+11.52%
Jul 1982 - Jun 1996 |
+4.28%
Nov 2009 - Oct 2023 |
0.00%
0 out of 727 |
Euro Inflation Adjusted | +4.57% |
+9.04%
Jul 1984 - Jun 1998 |
+0.46%
Jul 1968 - Jun 1982 |
0.00%
0 out of 727 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.06% |
+11.54%
Aug 1982 - Jul 1997 |
+4.21%
Mar 2008 - Feb 2023 |
0.00%
0 out of 715 |
Euro Inflation Adjusted | +4.55% |
+8.98%
Aug 1982 - Jul 1997 |
+0.92%
Jul 1967 - Jun 1982 |
0.00%
0 out of 715 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.12% |
+11.53%
Jul 1982 - Jun 1998 |
+4.19%
Nov 2007 - Oct 2023 |
0.00%
0 out of 703 |
Euro Inflation Adjusted | +4.51% |
+9.04%
Jul 1982 - Jun 1998 |
+0.99%
Oct 1965 - Sep 1981 |
0.00%
0 out of 703 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.14% |
+11.13%
Jul 1982 - Jun 1999 |
+4.49%
Nov 2006 - Oct 2023 |
0.00%
0 out of 691 |
Euro Inflation Adjusted | +4.43% |
+8.73%
Jul 1982 - Jun 1999 |
+0.98%
Jul 1965 - Jun 1982 |
0.00%
0 out of 691 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.30% |
+10.75%
Apr 1982 - Mar 2000 |
+4.63%
Jan 2005 - Dec 2022 |
0.00%
0 out of 679 |
Euro Inflation Adjusted | +4.51% |
+8.34%
Jul 1982 - Jun 2000 |
+0.97%
Jul 1964 - Jun 1982 |
0.00%
0 out of 679 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.41% |
+10.37%
Oct 1981 - Sep 2000 |
+4.59%
Nov 2004 - Oct 2023 |
0.00%
0 out of 667 |
Euro Inflation Adjusted | +4.61% |
+7.83%
Oct 1981 - Sep 2000 |
+1.23%
Jul 1963 - Jun 1982 |
0.00%
0 out of 667 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.37% |
+10.10%
Jan 1979 - Dec 1998 |
+4.74%
Nov 2003 - Oct 2023 |
0.00%
0 out of 655 |
Euro Inflation Adjusted | +4.58% |
+7.45%
Jul 1982 - Jun 2002 |
+1.36%
Apr 1962 - Mar 1982 |
0.00%
0 out of 655 |
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To obtain comprehensive information, please consult the Gyroscopic Investing Desert Portfolio To EUR Hedged: ETF allocation and returns page.