Larry Swedroe Larry Portfolio: Rolling Returns

Data Source: from January 1976 to February 2024 (~48 years)
Consolidated Returns as of 29 February 2024

Holding the Larry Swedroe Larry Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~48 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 Larry Swedroe Larry 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

LARRY SWEDROE LARRY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 2.49% (updated at Feb 29, 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.

LARRY SWEDROE LARRY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1976 - 29 February 2024 (~48 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -14.49 10/2021
09/2022
0.85$ 1.07 1.01$ 6.38 1.06$ 11.15 1.11$ 23.60 04/2003
03/2004
1.23$ 3.69 10.60%
2Y -6.73 11/2021
10/2023
0.87$ 2.55 1.05$ 6.52 1.13$ 9.69 1.20$ 15.40 03/2009
02/2011
1.33$ -2.00 6.23%
3Y -1.75 03/2021
02/2024
0.94$ 3.31 1.10$ 5.99 1.19$ 9.61 1.31$ 12.70 04/2003
03/2006
1.43$ -1.75 3.08%
4Y -0.62 11/2019
10/2023
0.97$ 3.65 1.15$ 6.47 1.28$ 9.64 1.44$ 11.66 04/2003
03/2007
1.55$ 1.16 0.32%
5Y 0.32 10/2017
09/2022
1.01$ 3.69 1.19$ 6.49 1.36$ 9.29 1.55$ 10.99 04/2003
03/2008
1.68$ 1.85 0.00%
6Y 0.52 11/2017
10/2023
1.03$ 3.71 1.24$ 6.82 1.48$ 9.08 1.68$ 10.53 02/2000
01/2006
1.82$ 1.85 0.00%
7Y 1.53 11/2016
10/2023
1.11$ 3.97 1.31$ 6.70 1.57$ 8.72 1.79$ 10.25 06/2000
05/2007
1.97$ 2.24 0.00%
8Y 1.91 11/2015
10/2023
1.16$ 4.07 1.37$ 6.86 1.70$ 8.68 1.94$ 9.98 11/1999
10/2007
2.14$ 2.96 0.00%
9Y 1.76 11/2014
10/2023
1.17$ 4.33 1.46$ 6.89 1.82$ 8.61 2.10$ 9.55 03/1999
02/2008
2.27$ 2.43 0.00%
10Y 1.87 11/2013
10/2023
1.20$ 4.62 1.57$ 7.04 1.97$ 8.57 2.27$ 9.47 01/1995
12/2004
2.47$ 2.49 0.00%
11Y 2.45 11/2012
10/2023
1.30$ 4.55 1.63$ 6.90 2.08$ 8.62 2.48$ 9.43 02/1995
01/2006
2.69$ 2.79 0.00%
12Y 2.68 11/2011
10/2023
1.37$ 4.68 1.73$ 7.32 2.33$ 8.40 2.63$ 9.27 12/1994
11/2006
2.89$ 2.97 0.00%
13Y 2.72 11/2010
10/2023
1.41$ 4.79 1.83$ 7.01 2.41$ 8.10 2.75$ 9.30 12/1994
11/2007
3.17$ 3.22 0.00%
14Y 3.45 11/2009
10/2023
1.60$ 4.81 1.93$ 6.94 2.55$ 7.98 2.93$ 8.65 04/1994
03/2008
3.19$ 3.70 0.00%
15Y 3.48 11/2007
10/2022
1.67$ 5.02 2.08$ 6.90 2.72$ 7.95 3.14$ 8.49 12/1994
11/2009
3.39$ 4.76 0.00%
16Y 3.27 11/2007
10/2023
1.67$ 5.04 2.19$ 6.89 2.90$ 7.87 3.36$ 8.61 01/1995
12/2010
3.75$ 3.70 0.00%
17Y 3.76 11/2006
10/2023
1.87$ 5.16 2.35$ 7.00 3.15$ 7.75 3.55$ 8.45 02/1995
01/2012
3.96$ 3.99 0.00%
18Y 4.14 11/2005
10/2023
2.07$ 5.17 2.47$ 6.82 3.27$ 7.63 3.75$ 8.25 02/1995
01/2013
4.16$ 4.23 0.00%
19Y 4.29 11/2004
10/2023
2.22$ 5.29 2.66$ 6.74 3.45$ 7.41 3.89$ 8.17 12/1994
11/2013
4.44$ 4.44 0.00%
20Y 4.56 11/2003
10/2023
2.43$ 5.50 2.92$ 6.63 3.61$ 7.24 4.04$ 7.89 07/1994
06/2014
4.56$ 4.60 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -20.97 10/2021
09/2022
0.79$ -0.99 0.99$ 4.20 1.04$ 8.63 1.08$ 21.49 04/2003
03/2004
1.21$ 0.95 17.48%
2Y -11.57 11/2021
10/2023
0.78$ 0.76 1.01$ 4.24 1.08$ 7.08 1.14$ 12.98 03/2009
02/2011
1.27$ -6.07 10.39%
3Y -6.89 11/2020
10/2023
0.80$ 1.61 1.04$ 3.92 1.12$ 6.80 1.21$ 9.66 03/2009
02/2012
1.31$ -6.89 7.69%
4Y -4.97 11/2019
10/2023
0.81$ 1.92 1.07$ 4.19 1.17$ 6.77 1.29$ 8.77 03/2000
02/2004
1.39$ -3.23 7.67%
5Y -3.31 10/2017
09/2022
0.84$ 1.90 1.09$ 4.20 1.22$ 6.66 1.38$ 8.03 02/2000
01/2005
1.47$ -2.16 7.64%
6Y -3.11 11/2017
10/2023
0.82$ 2.07 1.13$ 4.45 1.29$ 6.24 1.43$ 7.61 12/2000
11/2006
1.55$ -1.75 7.96%
7Y -1.90 11/2016
10/2023
0.87$ 2.30 1.17$ 4.44 1.35$ 6.06 1.50$ 7.34 11/2000
10/2007
1.64$ -1.18 8.30%
8Y -1.32 11/2015
10/2023
0.89$ 2.36 1.20$ 4.51 1.42$ 6.03 1.59$ 7.02 11/1999
10/2007
1.72$ -0.41 7.55%
9Y -1.12 11/2014
10/2023
0.90$ 2.54 1.25$ 4.50 1.48$ 5.94 1.68$ 6.94 02/1995
01/2004
1.82$ -0.65 6.72%
10Y -0.89 11/2013
10/2023
0.91$ 2.73 1.30$ 4.58 1.56$ 5.90 1.77$ 6.83 01/1995
12/2004
1.93$ -0.28 3.73%
11Y -0.16 11/2012
10/2023
0.98$ 2.90 1.36$ 4.50 1.62$ 5.91 1.88$ 6.67 02/1995
01/2006
2.03$ 0.16 0.87%
12Y 0.10 11/2011
10/2023
1.01$ 2.85 1.40$ 4.74 1.74$ 5.69 1.94$ 6.58 12/1994
11/2006
2.14$ 0.38 0.00%
13Y 0.08 11/2010
10/2023
1.00$ 3.00 1.46$ 4.76 1.83$ 5.53 2.01$ 6.46 12/1994
11/2007
2.25$ 0.61 0.00%
14Y 0.89 11/2009
10/2023
1.13$ 2.72 1.45$ 4.75 1.91$ 5.45 2.10$ 5.80 04/1994
03/2008
2.20$ 1.11 0.00%
15Y 1.07 11/2007
10/2022
1.17$ 2.79 1.51$ 4.72 1.99$ 5.41 2.20$ 5.84 12/1994
11/2009
2.34$ 2.17 0.00%
16Y 0.82 11/2007
10/2023
1.13$ 2.73 1.53$ 4.72 2.09$ 5.32 2.29$ 6.03 01/1995
12/2010
2.55$ 1.29 0.00%
17Y 1.22 11/2006
10/2023
1.22$ 2.73 1.58$ 4.70 2.18$ 5.22 2.37$ 5.83 02/1995
01/2012
2.62$ 1.48 0.00%
18Y 1.65 10/2005
09/2023
1.34$ 2.65 1.60$ 4.55 2.22$ 5.18 2.48$ 5.69 02/1995
01/2013
2.70$ 1.71 0.00%
19Y 1.70 11/2004
10/2023
1.37$ 2.68 1.65$ 4.48 2.29$ 5.07 2.55$ 5.66 12/1994
11/2013
2.84$ 1.86 0.00%
20Y 1.93 11/2003
10/2023
1.46$ 2.92 1.77$ 4.40 2.36$ 4.93 2.61$ 5.48 02/1995
01/2015
2.90$ 1.99 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -14.49 10/2021
09/2022
0.85$ 2.27 1.02$ 8.06 1.08$ 15.81 1.15$ 39.36 07/1982
06/1983
1.39$ 3.69 8.82%
2Y -6.73 11/2021
10/2023
0.87$ 3.41 1.06$ 8.22 1.17$ 14.33 1.30$ 29.59 07/1984
06/1986
1.67$ -2.00 3.78%
3Y -1.75 03/2021
02/2024
0.94$ 4.30 1.13$ 8.29 1.26$ 13.84 1.47$ 22.54 07/1982
06/1985
1.83$ -1.75 1.84%
4Y -0.62 11/2019
10/2023
0.97$ 4.33 1.18$ 8.22 1.37$ 13.84 1.67$ 23.68 07/1982
06/1986
2.33$ 1.16 0.19%
5Y 0.32 10/2017
09/2022
1.01$ 4.40 1.24$ 8.55 1.50$ 13.64 1.89$ 21.25 09/1981
08/1986
2.62$ 1.85 0.00%
6Y 0.52 11/2017
10/2023
1.03$ 4.67 1.31$ 8.59 1.63$ 13.14 2.09$ 18.95 04/1980
03/1986
2.83$ 1.85 0.00%
7Y 1.53 11/2016
10/2023
1.11$ 4.69 1.37$ 8.63 1.78$ 13.35 2.40$ 17.95 04/1980
03/1987
3.17$ 2.24 0.00%
8Y 1.91 11/2015
10/2023
1.16$ 4.78 1.45$ 8.56 1.92$ 13.91 2.83$ 16.94 10/1981
09/1989
3.49$ 2.96 0.00%
9Y 1.76 11/2014
10/2023
1.17$ 4.92 1.54$ 8.61 2.10$ 13.87 3.21$ 15.69 07/1984
06/1993
3.71$ 2.43 0.00%
10Y 1.87 11/2013
10/2023
1.20$ 5.16 1.65$ 8.60 2.28$ 13.60 3.57$ 15.98 08/1982
07/1992
4.40$ 2.49 0.00%
11Y 2.45 11/2012
10/2023
1.30$ 5.37 1.77$ 8.70 2.50$ 13.23 3.92$ 16.12 07/1982
06/1993
5.17$ 2.79 0.00%
12Y 2.68 11/2011
10/2023
1.37$ 5.59 1.92$ 8.67 2.71$ 13.00 4.33$ 16.02 10/1981
09/1993
5.94$ 2.97 0.00%
13Y 2.72 11/2010
10/2023
1.41$ 5.50 2.00$ 8.87 3.01$ 12.90 4.84$ 15.20 04/1980
03/1993
6.29$ 3.22 0.00%
14Y 3.45 11/2009
10/2023
1.60$ 5.44 2.10$ 8.66 3.20$ 12.90 5.46$ 14.64 03/1980
02/1994
6.77$ 3.70 0.00%
15Y 3.48 11/2007
10/2022
1.67$ 5.73 2.30$ 9.02 3.65$ 13.00 6.25$ 14.12 11/1978
10/1993
7.24$ 4.76 0.00%
16Y 3.27 11/2007
10/2023
1.67$ 6.15 2.59$ 9.02 3.98$ 12.87 6.93$ 13.92 10/1981
09/1997
8.04$ 3.70 0.00%
17Y 3.76 11/2006
10/2023
1.87$ 6.36 2.85$ 9.26 4.50$ 12.74 7.68$ 13.39 02/1977
01/1994
8.46$ 3.99 0.00%
18Y 4.14 11/2005
10/2023
2.07$ 6.44 3.07$ 8.88 4.62$ 12.40 8.20$ 13.41 01/1976
12/1993
9.63$ 4.23 0.00%
19Y 4.29 11/2004
10/2023
2.22$ 6.52 3.31$ 9.02 5.16$ 12.18 8.87$ 12.63 04/1980
03/1999
9.58$ 4.44 0.00%
20Y 4.56 11/2003
10/2023
2.43$ 6.57 3.56$ 9.07 5.67$ 11.96 9.58$ 12.70 01/1976
12/1995
10.92$ 4.60 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -20.97 10/2021
09/2022
0.79$ -1.88 0.98$ 4.27 1.04$ 12.57 1.12$ 36.00 07/1982
06/1983
1.35$ 0.95 22.22%
2Y -11.57 11/2021
10/2023
0.78$ 0.48 1.00$ 4.70 1.09$ 10.49 1.22$ 26.17 07/1984
06/1986
1.59$ -6.07 12.61%
3Y -6.95 10/1978
09/1981
0.80$ 1.47 1.04$ 4.78 1.15$ 9.21 1.30$ 18.41 07/1982
06/1985
1.66$ -6.89 11.23%
4Y -4.97 11/2019
10/2023
0.81$ 1.92 1.07$ 4.69 1.20$ 9.62 1.44$ 20.02 07/1982
06/1986
2.07$ -3.23 9.98%
5Y -3.31 10/2017
09/2022
0.84$ 2.14 1.11$ 5.03 1.27$ 9.26 1.55$ 17.13 09/1981
08/1986
2.20$ -2.16 8.48%
6Y -3.11 11/2017
10/2023
0.82$ 2.56 1.16$ 5.19 1.35$ 8.87 1.66$ 14.49 09/1981
08/1987
2.25$ -1.75 6.11%
7Y -1.90 11/2016
10/2023
0.87$ 2.72 1.20$ 5.52 1.45$ 8.88 1.81$ 13.27 08/1982
07/1989
2.39$ -1.18 4.65%
8Y -1.32 11/2015
10/2023
0.89$ 2.94 1.26$ 5.67 1.55$ 8.64 1.94$ 12.74 10/1981
09/1989
2.60$ -0.41 4.14%
9Y -1.12 11/2014
10/2023
0.90$ 3.21 1.32$ 5.85 1.66$ 8.44 2.07$ 11.52 07/1984
06/1993
2.66$ -0.65 3.61%
10Y -0.89 11/2013
10/2023
0.91$ 3.39 1.39$ 5.89 1.77$ 8.41 2.24$ 11.82 08/1982
07/1992
3.05$ -0.28 1.96%
11Y -0.16 11/2012
10/2023
0.98$ 3.49 1.45$ 5.96 1.89$ 8.13 2.36$ 12.00 07/1982
06/1993
3.47$ 0.16 0.45%
12Y 0.10 11/2011
10/2023
1.01$ 3.67 1.54$ 5.83 1.97$ 8.47 2.65$ 11.82 10/1981
09/1993
3.82$ 0.38 0.00%
13Y 0.08 11/2010
10/2023
1.00$ 3.51 1.56$ 5.91 2.10$ 8.61 2.92$ 10.80 07/1982
06/1995
3.79$ 0.61 0.00%
14Y 0.89 11/2009
10/2023
1.13$ 3.47 1.61$ 5.76 2.18$ 8.41 3.09$ 10.57 10/1981
09/1995
4.08$ 1.11 0.00%
15Y 1.07 11/2007
10/2022
1.17$ 3.60 1.69$ 5.98 2.38$ 8.20 3.26$ 10.26 08/1982
07/1997
4.32$ 2.17 0.00%
16Y 0.82 11/2007
10/2023
1.13$ 3.97 1.86$ 6.01 2.54$ 7.91 3.38$ 10.08 10/1981
09/1997
4.64$ 1.29 0.00%
17Y 1.22 11/2006
10/2023
1.22$ 4.18 2.00$ 6.10 2.73$ 7.73 3.54$ 9.56 10/1981
09/1998
4.72$ 1.48 0.00%
18Y 1.65 10/2005
09/2023
1.34$ 4.28 2.12$ 6.16 2.93$ 7.73 3.82$ 9.13 10/1981
09/1999
4.81$ 1.71 0.00%
19Y 1.70 11/2004
10/2023
1.37$ 4.33 2.23$ 6.20 3.13$ 7.67 4.07$ 8.91 07/1982
06/2001
5.06$ 1.86 0.00%
20Y 1.93 11/2003
10/2023
1.46$ 4.35 2.34$ 6.24 3.35$ 7.63 4.34$ 8.84 07/1982
06/2002
5.44$ 1.99 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.06% +39.36%
Jul 1982 - Jun 1983
-14.49%
Oct 2021 - Sep 2022
8.82%
50 out of 567
US Inflation Adjusted +4.27% +36.00%
Jul 1982 - Jun 1983
-20.97%
Oct 2021 - Sep 2022
22.22%
126 out of 567
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.22% +29.59%
Jul 1984 - Jun 1986
-6.73%
Nov 2021 - Oct 2023
3.78%
21 out of 555
US Inflation Adjusted +4.70% +26.17%
Jul 1984 - Jun 1986
-11.57%
Nov 2021 - Oct 2023
12.61%
70 out of 555
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.29% +22.54%
Jul 1982 - Jun 1985
-1.75%
Mar 2021 - Feb 2024
1.84%
10 out of 543
US Inflation Adjusted +4.78% +18.41%
Jul 1982 - Jun 1985
-6.95%
Oct 1978 - Sep 1981
11.23%
61 out of 543
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.22% +23.68%
Jul 1982 - Jun 1986
-0.62%
Nov 2019 - Oct 2023
0.19%
1 out of 531
US Inflation Adjusted +4.69% +20.02%
Jul 1982 - Jun 1986
-4.97%
Nov 2019 - Oct 2023
9.98%
53 out of 531
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.55% +21.25%
Sep 1981 - Aug 1986
+0.32%
Oct 2017 - Sep 2022
0.00%
0 out of 519
US Inflation Adjusted +5.03% +17.13%
Sep 1981 - Aug 1986
-3.31%
Oct 2017 - Sep 2022
8.48%
44 out of 519
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.59% +18.95%
Apr 1980 - Mar 1986
+0.52%
Nov 2017 - Oct 2023
0.00%
0 out of 507
US Inflation Adjusted +5.19% +14.49%
Sep 1981 - Aug 1987
-3.11%
Nov 2017 - Oct 2023
6.11%
31 out of 507
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.63% +17.95%
Apr 1980 - Mar 1987
+1.53%
Nov 2016 - Oct 2023
0.00%
0 out of 495
US Inflation Adjusted +5.52% +13.27%
Aug 1982 - Jul 1989
-1.90%
Nov 2016 - Oct 2023
4.65%
23 out of 495
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.56% +16.94%
Oct 1981 - Sep 1989
+1.91%
Nov 2015 - Oct 2023
0.00%
0 out of 483
US Inflation Adjusted +5.67% +12.74%
Oct 1981 - Sep 1989
-1.32%
Nov 2015 - Oct 2023
4.14%
20 out of 483
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.61% +15.69%
Jul 1984 - Jun 1993
+1.76%
Nov 2014 - Oct 2023
0.00%
0 out of 471
US Inflation Adjusted +5.85% +11.52%
Jul 1984 - Jun 1993
-1.12%
Nov 2014 - Oct 2023
3.61%
17 out of 471
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.60% +15.98%
Aug 1982 - Jul 1992
+1.87%
Nov 2013 - Oct 2023
0.00%
0 out of 459
US Inflation Adjusted +5.89% +11.82%
Aug 1982 - Jul 1992
-0.89%
Nov 2013 - Oct 2023
1.96%
9 out of 459
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.70% +16.12%
Jul 1982 - Jun 1993
+2.45%
Nov 2012 - Oct 2023
0.00%
0 out of 447
US Inflation Adjusted +5.96% +12.00%
Jul 1982 - Jun 1993
-0.16%
Nov 2012 - Oct 2023
0.45%
2 out of 447
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.67% +16.02%
Oct 1981 - Sep 1993
+2.68%
Nov 2011 - Oct 2023
0.00%
0 out of 435
US Inflation Adjusted +5.83% +11.82%
Oct 1981 - Sep 1993
+0.10%
Nov 2011 - Oct 2023
0.00%
0 out of 435
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.87% +15.20%
Apr 1980 - Mar 1993
+2.72%
Nov 2010 - Oct 2023
0.00%
0 out of 423
US Inflation Adjusted +5.91% +10.80%
Jul 1982 - Jun 1995
+0.08%
Nov 2010 - Oct 2023
0.00%
0 out of 423
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.66% +14.64%
Mar 1980 - Feb 1994
+3.45%
Nov 2009 - Oct 2023
0.00%
0 out of 411
US Inflation Adjusted +5.76% +10.57%
Oct 1981 - Sep 1995
+0.89%
Nov 2009 - Oct 2023
0.00%
0 out of 411
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.02% +14.12%
Nov 1978 - Oct 1993
+3.48%
Nov 2007 - Oct 2022
0.00%
0 out of 399
US Inflation Adjusted +5.98% +10.26%
Aug 1982 - Jul 1997
+1.07%
Nov 2007 - Oct 2022
0.00%
0 out of 399
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.02% +13.92%
Oct 1981 - Sep 1997
+3.27%
Nov 2007 - Oct 2023
0.00%
0 out of 387
US Inflation Adjusted +6.01% +10.08%
Oct 1981 - Sep 1997
+0.82%
Nov 2007 - Oct 2023
0.00%
0 out of 387
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.26% +13.39%
Feb 1977 - Jan 1994
+3.76%
Nov 2006 - Oct 2023
0.00%
0 out of 375
US Inflation Adjusted +6.10% +9.56%
Oct 1981 - Sep 1998
+1.22%
Nov 2006 - Oct 2023
0.00%
0 out of 375
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.88% +13.41%
Jan 1976 - Dec 1993
+4.14%
Nov 2005 - Oct 2023
0.00%
0 out of 363
US Inflation Adjusted +6.16% +9.13%
Oct 1981 - Sep 1999
+1.65%
Oct 2005 - Sep 2023
0.00%
0 out of 363
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.02% +12.63%
Apr 1980 - Mar 1999
+4.29%
Nov 2004 - Oct 2023
0.00%
0 out of 351
US Inflation Adjusted +6.20% +8.91%
Jul 1982 - Jun 2001
+1.70%
Nov 2004 - Oct 2023
0.00%
0 out of 351
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.07% +12.70%
Jan 1976 - Dec 1995
+4.56%
Nov 2003 - Oct 2023
0.00%
0 out of 339
US Inflation Adjusted +6.24% +8.84%
Jul 1982 - Jun 2002
+1.93%
Nov 2003 - Oct 2023
0.00%
0 out of 339
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Larry Swedroe Larry Portfolio: ETF allocation and returns page.