John Wasik Nano Portfolio: Rolling Returns

Last Update: 31 May 2023

Implementing the John Wasik Nano Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 6 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 2 years rolling periods, you would have obtained a positive returns 92.01% of times

All the returns are calculated over the available historical serie, starting from January 1985 until May 2023.

In order to have complete information about the portfolio, please refer to the John Wasik Nano Portfolio: ETF allocation and returns page.

Rolling Returns

John Wasik Nano Portfolio: annualized rolling and average returns

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Rolling Period	Annualized Return (%)				Negative Periods
Rolling Period	Average	Latest	Best	Worst	Negative Periods
1 Year	9.01	-3.70	41.43 Mar 2009 - Feb 2010	-32.11 Mar 2008 - Feb 2009	16.44%
2 Years	8.65	-3.83	30.93 Apr 1985 - Mar 1987	-18.31 Mar 2007 - Feb 2009	7.99%
3 Years	8.39	4.46	21.24 Mar 1985 - Feb 1988	-8.54 Mar 2006 - Feb 2009	5.63%
4 Years	8.28	4.38	18.91 Jan 1985 - Dec 1988	-3.73 Mar 2005 - Feb 2009	1.45%
5 Years	8.19	4.41	18.29 Jan 1985 - Dec 1989	-1.17 Mar 2004 - Feb 2009	0.50%
6 Years	8.19	4.47	15.04 Mar 2009 - Feb 2015	3.44 Mar 2003 - Feb 2009	0.00%
7 Years	8.18	4.98	15.04 Jan 1985 - Dec 1991	2.61 Mar 2002 - Feb 2009	0.00%
8 Years	8.18	4.44	14.04 Oct 1985 - Sep 1993	2.33 Mar 2001 - Feb 2009	0.00%
9 Years	8.17	4.52	14.10 Jan 1985 - Dec 1993	2.61 Mar 2000 - Feb 2009	0.00%
10 Years	8.17	5.15	12.43 Jan 1985 - Dec 1994	3.49 Mar 1999 - Feb 2009	0.00%
11 Years	8.18	5.95	12.98 Jan 1985 - Dec 1995	3.43 Mar 1998 - Feb 2009	0.00%
12 Years	8.16	5.44	12.97 Jan 1985 - Dec 1996	4.53 Mar 1997 - Feb 2009	0.00%
13 Years	8.12	6.50	13.06 Jan 1985 - Dec 1997	4.38 Apr 2007 - Mar 2020	0.00%
14 Years	8.05	7.41	12.71 Jan 1985 - Dec 1998	4.99 Apr 2006 - Mar 2020	0.00%
15 Years	7.98	5.14	12.56 Jan 1985 - Dec 1999	4.43 Oct 2007 - Sep 2022	0.00%
20 Years	8.09	6.70	11.42 Jan 1985 - Dec 2004	5.99 Apr 2000 - Mar 2020	0.00%
30 Years	8.16	7.04	9.82 Jan 1985 - Dec 2014	7.04 Jun 1993 - May 2023	0.00%

Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average Return	Best Return	Worst Return	Negative Periods
+9.01%	+41.43% Mar 2009 - Feb 2010	-32.11% Mar 2008 - Feb 2009	16.44% 74 out of 450

1 Year Annualized Rolling Returns over time

1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.65%	+30.93% Apr 1985 - Mar 1987	-18.31% Mar 2007 - Feb 2009	7.99% 35 out of 438

2 Years Annualized Rolling Returns over time

2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.39%	+21.24% Mar 1985 - Feb 1988	-8.54% Mar 2006 - Feb 2009	5.63% 24 out of 426

3 Years Annualized Rolling Returns over time

3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.28%	+18.91% Jan 1985 - Dec 1988	-3.73% Mar 2005 - Feb 2009	1.45% 6 out of 414

4 Years Annualized Rolling Returns over time

4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.19%	+18.29% Jan 1985 - Dec 1989	-1.17% Mar 2004 - Feb 2009	0.50% 2 out of 402

5 Years Annualized Rolling Returns over time

5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.19%	+15.04% Mar 2009 - Feb 2015	+3.44% Mar 2003 - Feb 2009	0.00% 0 out of 390

6 Years Annualized Rolling Returns over time

6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.18%	+15.04% Jan 1985 - Dec 1991	+2.61% Mar 2002 - Feb 2009	0.00% 0 out of 378

7 Years Annualized Rolling Returns over time

7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.18%	+14.04% Oct 1985 - Sep 1993	+2.33% Mar 2001 - Feb 2009	0.00% 0 out of 366

8 Years Annualized Rolling Returns over time

8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.17%	+14.10% Jan 1985 - Dec 1993	+2.61% Mar 2000 - Feb 2009	0.00% 0 out of 354

9 Years Annualized Rolling Returns over time

9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.17%	+12.43% Jan 1985 - Dec 1994	+3.49% Mar 1999 - Feb 2009	0.00% 0 out of 342

10 Years Annualized Rolling Returns over time

10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.18%	+12.98% Jan 1985 - Dec 1995	+3.43% Mar 1998 - Feb 2009	0.00% 0 out of 330

11 Years Annualized Rolling Returns over time

11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.16%	+12.97% Jan 1985 - Dec 1996	+4.53% Mar 1997 - Feb 2009	0.00% 0 out of 318

12 Years Annualized Rolling Returns over time

12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.12%	+13.06% Jan 1985 - Dec 1997	+4.38% Apr 2007 - Mar 2020	0.00% 0 out of 306

13 Years Annualized Rolling Returns over time

13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.05%	+12.71% Jan 1985 - Dec 1998	+4.99% Apr 2006 - Mar 2020	0.00% 0 out of 294

14 Years Annualized Rolling Returns over time

14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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Average Return	Best Return	Worst Return	Negative Periods
+7.98%	+12.56% Jan 1985 - Dec 1999	+4.43% Oct 2007 - Sep 2022	0.00% 0 out of 282

15 Years Annualized Rolling Returns over time

15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.09%	+11.42% Jan 1985 - Dec 2004	+5.99% Apr 2000 - Mar 2020	0.00% 0 out of 222

20 Years Annualized Rolling Returns over time

20 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 30 Years (360 months)

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Average Return	Best Return	Worst Return	Negative Periods
+8.16%	+9.82% Jan 1985 - Dec 2014	+7.04% Jun 1993 - May 2023	0.00% 0 out of 102

30 Years Annualized Rolling Returns over time

30 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the John Wasik Nano Portfolio: ETF allocation and returns page.