Data Source: from July 1998 to June 2024 (~26 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 2024
Holding the Larry Swedroe Larry Portfolio To EUR Bond Hedged, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~26 years), the longest period with a negative return lasted 47 months (from December 2019 to October 2023).
This means that every rolling period of 48 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Larry Swedroe Larry Portfolio To EUR Bond Hedged: ETF allocation and returns page.
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 TO EUR BOND HEDGED
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 July 1998 - 30 June 2024 (~26 years)
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Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +5.51% |
+19.21%
Mar 2009 - Feb 2010 |
-10.70%
Jan 2022 - Dec 2022 |
13.95%
42 out of 301 |
| Euro Inflation Adjusted | +3.91% |
+18.20%
Mar 2009 - Feb 2010 |
-18.26%
Nov 2021 - Oct 2022 |
21.59%
65 out of 301 |
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 | +5.66% |
+14.90%
Mar 2009 - Feb 2011 |
-6.25%
Nov 2021 - Oct 2023 |
6.92%
20 out of 289 |
| Euro Inflation Adjusted | +4.00% |
+13.05%
Mar 2009 - Feb 2011 |
-12.13%
Nov 2021 - Oct 2023 |
15.92%
46 out of 289 |
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 | +5.70% |
+12.55%
Mar 2009 - Feb 2012 |
-1.68%
May 2021 - Apr 2024 |
3.25%
9 out of 277 |
| Euro Inflation Adjusted | +3.99% |
+10.35%
Mar 2009 - Feb 2012 |
-6.86%
May 2021 - Apr 2024 |
13.00%
36 out of 277 |
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 | +5.77% |
+10.72%
Mar 2009 - Feb 2013 |
+0.08%
Nov 2019 - Oct 2023 |
0.00%
0 out of 265 |
| Euro Inflation Adjusted | +4.09% |
+8.58%
Mar 2009 - Feb 2013 |
-4.00%
Nov 2019 - Oct 2023 |
10.19%
27 out of 265 |
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 | +5.74% |
+9.29%
Mar 2009 - Feb 2014 |
+0.67%
Apr 2015 - Mar 2020 |
0.00%
0 out of 253 |
| Euro Inflation Adjusted | +4.05% |
+7.45%
Mar 2009 - Feb 2014 |
-2.29%
Nov 2018 - Oct 2023 |
11.07%
28 out of 253 |
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 | +5.85% |
+9.48%
Mar 2009 - Feb 2015 |
+0.56%
Nov 2017 - Oct 2023 |
0.00%
0 out of 241 |
| Euro Inflation Adjusted | +4.01% |
+7.99%
Mar 2009 - Feb 2015 |
-2.69%
Nov 2017 - Oct 2023 |
10.37%
25 out of 241 |
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 | +6.20% |
+8.70%
Mar 1999 - Feb 2006 |
+0.99%
Nov 2016 - Oct 2023 |
0.00%
0 out of 229 |
| Euro Inflation Adjusted | +4.10% |
+6.47%
Sep 1998 - Aug 2005 |
-2.01%
Nov 2016 - Oct 2023 |
10.04%
23 out of 229 |
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 | +6.06% |
+7.91%
Mar 1999 - Feb 2007 |
+1.24%
Jun 2015 - May 2023 |
0.00%
0 out of 217 |
| Euro Inflation Adjusted | +4.13% |
+6.41%
Mar 2009 - Feb 2017 |
-1.43%
Nov 2015 - Oct 2023 |
9.68%
21 out of 217 |
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 | +6.15% |
+7.78%
Sep 1998 - Aug 2007 |
+1.56%
Nov 2014 - Oct 2023 |
0.00%
0 out of 205 |
| Euro Inflation Adjusted | +4.29% |
+5.64%
Sep 1998 - Aug 2007 |
-0.97%
May 2015 - Apr 2024 |
6.34%
13 out of 205 |
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 | +5.97% |
+7.49%
Apr 2003 - Mar 2013 |
+1.97%
Nov 2013 - Oct 2023 |
0.00%
0 out of 193 |
| Euro Inflation Adjusted | +4.25% |
+5.31%
Apr 2005 - Mar 2015 |
-0.26%
Nov 2013 - Oct 2023 |
0.52%
1 out of 193 |
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 | +5.82% |
+7.60%
Nov 1999 - Oct 2010 |
+2.36%
Nov 2012 - Oct 2023 |
0.00%
0 out of 181 |
| Euro Inflation Adjusted | +4.27% |
+5.41%
Nov 1999 - Oct 2010 |
+0.25%
Nov 2012 - Oct 2023 |
0.00%
0 out of 181 |
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 | +5.90% |
+7.56%
Mar 1999 - Feb 2011 |
+2.77%
Nov 2011 - Oct 2023 |
0.00%
0 out of 169 |
| Euro Inflation Adjusted | +4.24% |
+5.59%
Apr 2003 - Mar 2015 |
+0.62%
Nov 2011 - Oct 2023 |
0.00%
0 out of 169 |
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 | +5.80% |
+7.60%
Mar 1999 - Feb 2012 |
+2.91%
Nov 2010 - Oct 2023 |
0.00%
0 out of 157 |
| Euro Inflation Adjusted | +4.24% |
+5.40%
Mar 1999 - Feb 2012 |
+0.69%
Nov 2010 - Oct 2023 |
0.00%
0 out of 157 |
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 | +5.54% |
+7.53%
Sep 1998 - Aug 2012 |
+3.43%
May 2010 - Apr 2024 |
0.00%
0 out of 145 |
| Euro Inflation Adjusted | +3.93% |
+5.38%
Sep 1998 - Aug 2012 |
+1.24%
May 2010 - Apr 2024 |
0.00%
0 out of 145 |
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 | +5.48% |
+7.19%
Mar 1999 - Feb 2014 |
+4.08%
Nov 2008 - Oct 2023 |
0.00%
0 out of 133 |
| Euro Inflation Adjusted | +3.92% |
+5.27%
Feb 2000 - Jan 2015 |
+2.01%
Nov 2008 - Oct 2023 |
0.00%
0 out of 133 |
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 | +5.48% |
+7.39%
Mar 1999 - Feb 2015 |
+3.67%
Nov 2007 - Oct 2023 |
0.00%
0 out of 121 |
| Euro Inflation Adjusted | +3.81% |
+5.45%
Mar 1999 - Feb 2015 |
+1.55%
Nov 2007 - Oct 2023 |
0.00%
0 out of 121 |
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 | +5.46% |
+7.02%
Sep 1998 - Aug 2015 |
+3.81%
Nov 2006 - Oct 2023 |
0.00%
0 out of 109 |
| Euro Inflation Adjusted | +3.83% |
+5.14%
Sep 1998 - Aug 2015 |
+1.65%
Nov 2006 - Oct 2023 |
0.00%
0 out of 109 |
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 | +5.47% |
+6.91%
Sep 1998 - Aug 2016 |
+3.96%
Nov 2005 - Oct 2023 |
0.00%
0 out of 97 |
| Euro Inflation Adjusted | +3.76% |
+5.12%
Sep 1998 - Aug 2016 |
+1.83%
Nov 2005 - Oct 2023 |
0.00%
0 out of 97 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
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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 | +5.51% |
+6.65%
Sep 1998 - Aug 2017 |
+4.15%
Nov 2004 - Oct 2023 |
0.00%
0 out of 85 |
| Euro Inflation Adjusted | +3.83% |
+4.88%
Sep 1998 - Aug 2017 |
+2.00%
Nov 2004 - Oct 2023 |
0.00%
0 out of 85 |
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 | +5.54% |
+6.41%
Sep 1998 - Aug 2018 |
+4.24%
Nov 2003 - Oct 2023 |
0.00%
0 out of 73 |
| Euro Inflation Adjusted | +3.83% |
+4.62%
Sep 1998 - Aug 2018 |
+2.07%
Nov 2003 - Oct 2023 |
0.00%
0 out of 73 |
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 Larry Swedroe Larry Portfolio To EUR Bond Hedged: ETF allocation and returns page.
