Fulvio Marchese In Saecula Saeculorum To EUR 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 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 115 months (from April 2000 to October 2009).

This means that every rolling period of 116 months or above has always granted a positive return.

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

Previous vs Next Returns - 10 Years annualized

Updated to June 2024

Loading data
Please wait

The annualized return of the last 10 years has been 9.47% (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 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

Loading data
Please wait

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.30%	+63.48% Jun 1982 - May 1983	-23.18% Apr 2002 - Mar 2003	22.38% 188 out of 840
Euro Inflation Adjusted	+5.90%	+58.14% Jun 1982 - May 1983	-24.96% Apr 2002 - Mar 2003	29.88% 251 out of 840

1 Year Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

1 Year Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.38%	+38.72% Feb 1982 - Jan 1984	-12.82% Jun 2001 - May 2003	13.41% 111 out of 828
Euro Inflation Adjusted	+5.50%	+34.21% Feb 1982 - Jan 1984	-15.12% Jan 1973 - Dec 1974	23.43% 194 out of 828

2 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

2 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.80%	+35.47% Mar 1982 - Feb 1985	-7.14% Nov 2000 - Oct 2003	8.95% 73 out of 816
Euro Inflation Adjusted	+5.21%	+31.43% Mar 1982 - Feb 1985	-9.18% Oct 1971 - Sep 1974	18.38% 150 out of 816

3 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

3 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.62%	+30.41% Feb 1981 - Jan 1985	-5.80% Nov 2000 - Oct 2004	4.85% 39 out of 804
Euro Inflation Adjusted	+4.76%	+25.55% Feb 1981 - Jan 1985	-7.86% Nov 2000 - Oct 2004	15.92% 128 out of 804

4 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

4 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.00%	+30.35% Mar 1980 - Feb 1985	-2.65% May 2000 - Apr 2005	2.90% 23 out of 792
Euro Inflation Adjusted	+5.13%	+25.20% Mar 1980 - Feb 1985	-5.22% Oct 1969 - Sep 1974	15.03% 119 out of 792

5 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

5 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.01%	+27.75% Mar 1979 - Feb 1985	-2.38% Apr 2002 - Mar 2008	2.44% 19 out of 780
Euro Inflation Adjusted	+5.44%	+22.36% Mar 1979 - Feb 1985	-5.28% Oct 1968 - Sep 1974	12.82% 100 out of 780

6 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

6 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.76%	+24.00% Mar 1978 - Feb 1985	-2.46% Jul 2001 - Jun 2008	2.73% 21 out of 768
Euro Inflation Adjusted	+5.17%	+19.03% Mar 1978 - Feb 1985	-4.71% Jul 2001 - Jun 2008	12.11% 93 out of 768

7 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

7 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.77%	+20.61% Nov 1978 - Oct 1986	-1.87% Jun 2001 - May 2009	2.65% 20 out of 756
Euro Inflation Adjusted	+5.40%	+16.56% Nov 1978 - Oct 1986	-3.97% Nov 2000 - Oct 2008	11.24% 85 out of 756

8 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

8 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.16%	+18.48% Feb 1975 - Jan 1984	-1.35% Nov 2000 - Oct 2009	1.34% 10 out of 744
Euro Inflation Adjusted	+5.67%	+13.76% Mar 1976 - Feb 1985	-3.34% Nov 2000 - Oct 2009	9.41% 70 out of 744

9 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

9 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.42%	+19.38% Mar 1975 - Feb 1985	+0.81% Nov 2000 - Oct 2010	0.00% 0 out of 732
Euro Inflation Adjusted	+6.03%	+14.65% Nov 1990 - Oct 2000	-2.08% Nov 1968 - Oct 1978	8.20% 60 out of 732

10 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

10 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.30%	+17.13% Jul 1974 - Jun 1985	+1.30% Sep 2000 - Aug 2011	0.00% 0 out of 720
Euro Inflation Adjusted	+6.15%	+13.05% Nov 1978 - Oct 1989	-0.80% Nov 1968 - Oct 1979	4.44% 32 out of 720

11 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

11 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.30%	+15.72% Jul 1973 - Jun 1985	+2.81% Nov 2000 - Oct 2012	0.00% 0 out of 708
Euro Inflation Adjusted	+6.08%	+11.45% Oct 1974 - Sep 1986	+0.05% Feb 1963 - Jan 1975	0.00% 0 out of 708

12 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

12 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.32%	+14.74% Oct 1974 - Sep 1987	+2.91% Sep 2000 - Aug 2013	0.00% 0 out of 696
Euro Inflation Adjusted	+6.07%	+11.20% Dec 1987 - Nov 2000	-0.42% Nov 1965 - Oct 1978	0.72% 5 out of 696

13 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

13 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.39%	+14.43% Aug 1979 - Jul 1993	+3.59% May 2000 - Apr 2014	0.00% 0 out of 684
Euro Inflation Adjusted	+6.14%	+11.01% Nov 1979 - Oct 1993	-0.16% Nov 1964 - Oct 1978	0.15% 1 out of 684

14 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

14 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.48%	+14.70% Nov 1978 - Oct 1993	+4.16% Jan 1960 - Dec 1974	0.00% 0 out of 672
Euro Inflation Adjusted	+5.99%	+11.13% Nov 1978 - Oct 1993	+0.35% Nov 1963 - Oct 1978	0.00% 0 out of 672

15 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

15 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.21%	+13.35% Feb 1978 - Jan 1994	+4.23% Jan 1959 - Dec 1974	0.00% 0 out of 660
Euro Inflation Adjusted	+5.81%	+10.38% Apr 1982 - Mar 1998	+0.81% Jan 1959 - Dec 1974	0.00% 0 out of 660

16 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

16 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.09%	+13.85% Aug 1980 - Jul 1997	+4.30% Nov 1961 - Oct 1978	0.00% 0 out of 648
Euro Inflation Adjusted	+5.67%	+10.79% Aug 1980 - Jul 1997	+0.50% Nov 1961 - Oct 1978	0.00% 0 out of 648

17 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

17 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.03%	+14.36% Apr 1980 - Mar 1998	+4.73% Nov 2000 - Oct 2018	0.00% 0 out of 636
Euro Inflation Adjusted	+5.54%	+11.31% Apr 1980 - Mar 1998	+1.04% Nov 1960 - Oct 1978	0.00% 0 out of 636

18 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

18 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.08%	+14.05% Apr 1979 - Mar 1998	+4.73% Nov 1959 - Oct 1978	0.00% 0 out of 624
Euro Inflation Adjusted	+5.53%	+11.10% Apr 1980 - Mar 1999	+1.14% Nov 1959 - Oct 1978	0.00% 0 out of 624

19 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

19 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.07%	+14.58% Apr 1980 - Mar 2000	+5.07% Jan 1959 - Dec 1978	0.00% 0 out of 612
Euro Inflation Adjusted	+5.44%	+11.67% Apr 1980 - Mar 2000	+1.55% Mar 1959 - Feb 1979	0.00% 0 out of 612

20 Years Annualized Rolling Returns

Timeframes ending in every month

Loading data
Please wait

20 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Loading data
Please wait

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