Fulvio Marchese In Saecula Saeculorum To EUR Bond Hedged Portfolio: Rolling Returns

Data Source: from August 1953 to June 2024 (~71 years)
Consolidated Returns as of 30 June 2024

This asset allocation page includes ETFs that are not available in our database in EUR or are not yet mapped to the specific ones. We kept the original tickers and calculated returns using historical exchange rates or, if applicable, interest rate differentials for currency hedging.

You need to choose EUR-based ETFs that follow the same benchmarks. Actual returns should be comparable, but they may vary due to differences in sampling methods, annual fees, and the exchange rates used for month-end calculations. Similar EUR ETFs (hedged or not) may not always be available.

Holding the Fulvio Marchese In Saecula Saeculorum To EUR Bond Hedged Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~71 years), the longest period with a negative return lasted 56 months (from September 2000 to April 2005).

This means that every rolling period of 57 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Fulvio Marchese In Saecula Saeculorum To EUR Bond Hedged 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

FULVIO MARCHESE IN SAECULA SAECULORUM TO EUR BOND HEDGED PORTFOLIO

Previous vs Next Returns - 10 Years annualized

Updated to June 2024

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The annualized return of the last 10 years has been 7.73% (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.

FULVIO MARCHESE IN SAECULA SAECULORUM TO EUR BOND HEDGED PORTFOLIO

Annualized Rolling Returns

Annualized Rolling Returns - Inflation Adjusted

Data Source: 1 July 1994 - 30 June 2024 (30 Years)

Data Source: 1 August 1953 - 30 June 2024 (~71 years)

Inflation Adjusted:

Return Chart Capital Chart Table

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.62%	+54.08% Jul 1982 - Jun 1983	-14.19% Jun 1969 - May 1970	17.86% 150 out of 840
Euro Inflation Adjusted	+6.24%	+50.14% Jul 1982 - Jun 1983	-20.04% Jan 2022 - Dec 2022	25.00% 210 out of 840

1 Year Annualized Rolling Returns

Timeframes ending in every month

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1 Year Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.31%	+29.21% Oct 1981 - Sep 1983	-6.95% Oct 1972 - Sep 1974	8.09% 67 out of 828
Euro Inflation Adjusted	+5.87%	+24.21% Oct 1981 - Sep 1983	-12.81% Oct 1972 - Sep 1974	18.24% 151 out of 828

2 Years Annualized Rolling Returns

Timeframes ending in every month

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2 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.17%	+25.71% Jun 1982 - May 1985	-4.14% Apr 2000 - Mar 2003	3.68% 30 out of 816
Euro Inflation Adjusted	+5.39%	+22.62% Jul 1982 - Jun 1985	-7.72% Oct 1971 - Sep 1974	14.34% 117 out of 816

3 Years Annualized Rolling Returns

Timeframes ending in every month

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3 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.77%	+21.54% Apr 1982 - Mar 1986	-1.14% Sep 2000 - Aug 2004	0.37% 3 out of 804
Euro Inflation Adjusted	+5.14%	+18.95% Jun 1982 - May 1986	-4.31% Apr 1971 - Mar 1975	9.45% 76 out of 804

4 Years Annualized Rolling Returns

Timeframes ending in every month

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4 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.83%	+20.34% Apr 1980 - Mar 1985	+0.43% Apr 2000 - Mar 2005	0.00% 0 out of 792
Euro Inflation Adjusted	+5.26%	+16.30% Apr 1995 - Mar 2000	-3.53% Oct 1969 - Sep 1974	6.94% 55 out of 792

5 Years Annualized Rolling Returns

Timeframes ending in every month

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5 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.96%	+19.29% Apr 1980 - Mar 1986	+0.71% Oct 1968 - Sep 1974	0.00% 0 out of 780
Euro Inflation Adjusted	+5.63%	+15.34% Apr 1980 - Mar 1986	-4.25% Oct 1968 - Sep 1974	4.49% 35 out of 780

6 Years Annualized Rolling Returns

Timeframes ending in every month

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6 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.98%	+17.34% Apr 1979 - Mar 1986	+0.68% Mar 2002 - Feb 2009	0.00% 0 out of 768
Euro Inflation Adjusted	+5.52%	+13.40% Apr 1980 - Mar 1987	-2.46% Oct 1967 - Sep 1974	5.21% 40 out of 768

7 Years Annualized Rolling Returns

Timeframes ending in every month

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7 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.13%	+16.29% Nov 1978 - Oct 1986	+0.45% Nov 2000 - Oct 2008	0.00% 0 out of 756
Euro Inflation Adjusted	+5.87%	+13.28% Sep 1992 - Aug 2000	-1.84% Nov 2000 - Oct 2008	3.31% 25 out of 756

8 Years Annualized Rolling Returns

Timeframes ending in every month

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8 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.09%	+15.22% Jan 1991 - Dec 1999	+0.80% Apr 2000 - Mar 2009	0.00% 0 out of 744
Euro Inflation Adjusted	+5.89%	+12.47% Jan 1991 - Dec 1999	-1.31% Apr 2000 - Mar 2009	3.36% 25 out of 744

9 Years Annualized Rolling Returns

Timeframes ending in every month

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9 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.18%	+15.45% Nov 1990 - Oct 2000	+2.45% Jul 1999 - Jun 2009	0.00% 0 out of 732
Euro Inflation Adjusted	+6.00%	+12.76% Nov 1990 - Oct 2000	-0.83% Oct 1964 - Sep 1974	1.50% 11 out of 732

10 Years Annualized Rolling Returns

Timeframes ending in every month

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10 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 11 Years (132 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.21%	+13.93% Apr 1975 - Mar 1986	+2.94% Apr 1998 - Mar 2009	0.00% 0 out of 720
Euro Inflation Adjusted	+5.99%	+10.62% Aug 1982 - Jul 1993	-0.04% Oct 1963 - Sep 1974	0.14% 1 out of 720

11 Years Annualized Rolling Returns

Timeframes ending in every month

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11 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 12 Years (144 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.12%	+13.62% Oct 1974 - Sep 1986	+4.12% Aug 1997 - Jul 2009	0.00% 0 out of 708
Euro Inflation Adjusted	+5.86%	+10.57% Jan 1988 - Dec 1999	+0.79% Jan 1963 - Dec 1974	0.00% 0 out of 708

12 Years Annualized Rolling Returns

Timeframes ending in every month

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12 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 13 Years (156 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.04%	+13.28% Oct 1974 - Sep 1987	+4.09% Oct 1961 - Sep 1974	0.00% 0 out of 696
Euro Inflation Adjusted	+5.90%	+10.04% Dec 1987 - Nov 2000	+0.35% Oct 1961 - Sep 1974	0.00% 0 out of 696

13 Years Annualized Rolling Returns

Timeframes ending in every month

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13 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 14 Years (168 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.30%	+13.13% Nov 1979 - Oct 1993	+4.71% Oct 1960 - Sep 1974	0.00% 0 out of 684
Euro Inflation Adjusted	+5.86%	+9.75% Nov 1979 - Oct 1993	+0.78% Nov 1964 - Oct 1978	0.00% 0 out of 684

14 Years Annualized Rolling Returns

Timeframes ending in every month

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14 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 15 Years (180 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.10%	+13.17% Nov 1978 - Oct 1993	+4.78% Oct 1959 - Sep 1974	0.00% 0 out of 672
Euro Inflation Adjusted	+5.72%	+10.55% Aug 1982 - Jul 1997	+1.20% Apr 1965 - Mar 1980	0.00% 0 out of 672

15 Years Annualized Rolling Returns

Timeframes ending in every month

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15 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 16 Years (192 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.02%	+13.17% Apr 1982 - Mar 1998	+4.97% Jan 1959 - Dec 1974	0.00% 0 out of 660
Euro Inflation Adjusted	+5.55%	+10.54% Jul 1982 - Jun 1998	+1.48% Apr 1964 - Mar 1980	0.00% 0 out of 660

16 Years Annualized Rolling Returns

Timeframes ending in every month

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16 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 17 Years (204 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.07%	+13.01% Jul 1982 - Jun 1999	+5.16% Nov 1961 - Oct 1978	0.00% 0 out of 648
Euro Inflation Adjusted	+5.48%	+10.57% Jul 1982 - Jun 1999	+1.33% Nov 1961 - Oct 1978	0.00% 0 out of 648

17 Years Annualized Rolling Returns

Timeframes ending in every month

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17 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 18 Years (216 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.25%	+13.36% Apr 1980 - Mar 1998	+5.43% Nov 2000 - Oct 2018	0.00% 0 out of 636
Euro Inflation Adjusted	+5.51%	+10.63% Apr 1982 - Mar 2000	+1.65% Apr 1962 - Mar 1980	0.00% 0 out of 636

18 Years Annualized Rolling Returns

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18 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 19 Years (228 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.27%	+13.06% Apr 1980 - Mar 1999	+5.53% Oct 1955 - Sep 1974	0.00% 0 out of 624
Euro Inflation Adjusted	+5.52%	+10.31% Oct 1981 - Sep 2000	+1.72% Apr 1961 - Mar 1980	0.00% 0 out of 624

19 Years Annualized Rolling Returns

Timeframes ending in every month

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19 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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Annualized Rolling Returns - 20 Years (240 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.37%	+13.34% Apr 1980 - Mar 2000	+5.61% Apr 2000 - Mar 2020	0.00% 0 out of 612
Euro Inflation Adjusted	+5.44%	+10.46% Apr 1980 - Mar 2000	+2.18% Apr 1960 - Mar 1980	0.00% 0 out of 612

20 Years Annualized Rolling Returns

Timeframes ending in every month

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20 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the Fulvio Marchese In Saecula Saeculorum To EUR Bond Hedged Portfolio: ETF allocation and returns page.