Consolidated Returns as of 30 June 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 (~49 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
Loading data
Please wait
Loading data
Please wait
The annualized return of the last 10 years has been 2.42% (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.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.97% |
+39.36%
Jul 1982 - Jun 1983 |
-14.49%
Oct 2021 - Sep 2022 |
8.76%
50 out of 571 |
US Inflation Adjusted | +4.22% |
+36.00%
Jul 1982 - Jun 1983 |
-20.97%
Oct 2021 - Sep 2022 |
22.24%
127 out of 571 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.18% |
+29.59%
Jul 1984 - Jun 1986 |
-6.73%
Nov 2021 - Oct 2023 |
3.94%
22 out of 559 |
US Inflation Adjusted | +4.69% |
+26.17%
Jul 1984 - Jun 1986 |
-11.57%
Nov 2021 - Oct 2023 |
13.24%
74 out of 559 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.28% |
+22.54%
Jul 1982 - Jun 1985 |
-2.65%
May 2021 - Apr 2024 |
2.56%
14 out of 547 |
US Inflation Adjusted | +4.77% |
+18.41%
Jul 1982 - Jun 1985 |
-7.72%
May 2021 - Apr 2024 |
11.88%
65 out of 547 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.21% |
+23.68%
Jul 1982 - Jun 1986 |
-0.62%
Nov 2019 - Oct 2023 |
0.19%
1 out of 535 |
US Inflation Adjusted | +4.67% |
+20.02%
Jul 1982 - Jun 1986 |
-4.97%
Nov 2019 - Oct 2023 |
10.65%
57 out of 535 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.44% |
+21.25%
Sep 1981 - Aug 1986 |
+0.32%
Oct 2017 - Sep 2022 |
0.00%
0 out of 523 |
US Inflation Adjusted | +5.02% |
+17.13%
Sep 1981 - Aug 1986 |
-3.31%
Oct 2017 - Sep 2022 |
9.18%
48 out of 523 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.49% |
+18.95%
Apr 1980 - Mar 1986 |
+0.52%
Nov 2017 - Oct 2023 |
0.00%
0 out of 511 |
US Inflation Adjusted | +5.18% |
+14.49%
Sep 1981 - Aug 1987 |
-3.11%
Nov 2017 - Oct 2023 |
6.85%
35 out of 511 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.61% |
+17.95%
Apr 1980 - Mar 1987 |
+1.53%
Nov 2016 - Oct 2023 |
0.00%
0 out of 499 |
US Inflation Adjusted | +5.48% |
+13.27%
Aug 1982 - Jul 1989 |
-1.91%
Nov 2016 - Oct 2023 |
5.41%
27 out of 499 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.54% |
+16.94%
Oct 1981 - Sep 1989 |
+1.91%
Nov 2015 - Oct 2023 |
0.00%
0 out of 487 |
US Inflation Adjusted | +5.64% |
+12.74%
Oct 1981 - Sep 1989 |
-1.32%
Nov 2015 - Oct 2023 |
4.93%
24 out of 487 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 9 Years (108 months)
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 475 |
US Inflation Adjusted | +5.83% |
+11.52%
Jul 1984 - Jun 1993 |
-1.12%
Nov 2014 - Oct 2023 |
4.42%
21 out of 475 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.59% |
+15.98%
Aug 1982 - Jul 1992 |
+1.87%
Nov 2013 - Oct 2023 |
0.00%
0 out of 463 |
US Inflation Adjusted | +5.89% |
+11.82%
Aug 1982 - Jul 1992 |
-0.89%
Nov 2013 - Oct 2023 |
2.81%
13 out of 463 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.69% |
+16.12%
Jul 1982 - Jun 1993 |
+2.45%
Nov 2012 - Oct 2023 |
0.00%
0 out of 451 |
US Inflation Adjusted | +5.94% |
+12.00%
Jul 1982 - Jun 1993 |
-0.24%
May 2013 - Apr 2024 |
0.67%
3 out of 451 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.65% |
+16.02%
Oct 1981 - Sep 1993 |
+2.68%
Nov 2011 - Oct 2023 |
0.00%
0 out of 439 |
US Inflation Adjusted | +5.81% |
+11.82%
Oct 1981 - Sep 1993 |
+0.10%
Nov 2011 - Oct 2023 |
0.00%
0 out of 439 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.84% |
+15.20%
Apr 1980 - Mar 1993 |
+2.72%
Nov 2010 - Oct 2023 |
0.00%
0 out of 427 |
US Inflation Adjusted | +5.85% |
+10.80%
Jul 1982 - Jun 1995 |
+0.08%
Nov 2010 - Oct 2023 |
0.00%
0 out of 427 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.64% |
+14.64%
Mar 1980 - Feb 1994 |
+3.36%
May 2010 - Apr 2024 |
0.00%
0 out of 415 |
US Inflation Adjusted | +5.73% |
+10.57%
Oct 1981 - Sep 1995 |
+0.70%
May 2010 - Apr 2024 |
0.00%
0 out of 415 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.98% |
+14.12%
Nov 1978 - Oct 1993 |
+3.48%
Nov 2007 - Oct 2022 |
0.00%
0 out of 403 |
US Inflation Adjusted | +5.96% |
+10.26%
Aug 1982 - Jul 1997 |
+1.07%
Nov 2007 - Oct 2022 |
0.00%
0 out of 403 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.01% |
+13.92%
Oct 1981 - Sep 1997 |
+3.27%
Nov 2007 - Oct 2023 |
0.00%
0 out of 391 |
US Inflation Adjusted | +5.99% |
+10.08%
Oct 1981 - Sep 1997 |
+0.82%
Nov 2007 - Oct 2023 |
0.00%
0 out of 391 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.87% |
+13.39%
Feb 1977 - Jan 1994 |
+3.76%
Nov 2006 - Oct 2023 |
0.00%
0 out of 379 |
US Inflation Adjusted | +5.91% |
+9.56%
Oct 1981 - Sep 1998 |
+1.22%
Nov 2006 - Oct 2023 |
0.00%
0 out of 379 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.83% |
+13.41%
Jan 1976 - Dec 1993 |
+4.09%
May 2006 - Apr 2024 |
0.00%
0 out of 367 |
US Inflation Adjusted | +6.11% |
+9.13%
Oct 1981 - Sep 1999 |
+1.55%
May 2006 - Apr 2024 |
0.00%
0 out of 367 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.95% |
+12.63%
Apr 1980 - Mar 1999 |
+4.29%
Nov 2004 - Oct 2023 |
0.00%
0 out of 355 |
US Inflation Adjusted | +6.19% |
+8.91%
Jul 1982 - Jun 2001 |
+1.70%
Nov 2004 - Oct 2023 |
0.00%
0 out of 355 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.06% |
+12.70%
Jan 1976 - Dec 1995 |
+4.56%
Nov 2003 - Oct 2023 |
0.00%
0 out of 343 |
US Inflation Adjusted | +6.22% |
+8.84%
Jul 1982 - Jun 2002 |
+1.93%
Nov 2003 - Oct 2023 |
0.00%
0 out of 343 |
Loading data
Please wait
Loading data
Please wait
To obtain comprehensive information, please consult the Larry Swedroe Larry Portfolio: ETF allocation and returns page.