Larry Swedroe Larry Portfolio To EUR Bond Hedged: Rolling Returns

Data Source: from July 1998 to April 2024 (~26 years)
Consolidated Returns as of 30 April 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 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 July 1998 - 30 April 2024 (~26 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.59% +19.21%
Mar 2009 - Feb 2010
-10.70%
Jan 2022 - Dec 2022
14.05%
42 out of 299
Euro Inflation Adjusted +3.93% +18.20%
Mar 2009 - Feb 2010
-18.26%
Nov 2021 - Oct 2022
21.74%
65 out of 299
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.67% +14.90%
Mar 2009 - Feb 2011
-6.25%
Nov 2021 - Oct 2023
6.97%
20 out of 287
Euro Inflation Adjusted +4.00% +13.05%
Mar 2009 - Feb 2011
-12.13%
Nov 2021 - Oct 2023
15.33%
44 out of 287
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.71% +12.55%
Mar 2009 - Feb 2012
-1.68%
May 2021 - Apr 2024
2.55%
7 out of 275
Euro Inflation Adjusted +4.02% +10.35%
Mar 2009 - Feb 2012
-6.86%
May 2021 - Apr 2024
12.36%
34 out of 275
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)

Swipe left to see all data
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 263
Euro Inflation Adjusted +4.10% +8.58%
Mar 2009 - Feb 2013
-4.00%
Nov 2019 - Oct 2023
9.51%
25 out of 263
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.75% +9.29%
Mar 2009 - Feb 2014
+0.67%
Apr 2015 - Mar 2020
0.00%
0 out of 251
Euro Inflation Adjusted +4.07% +7.45%
Mar 2009 - Feb 2014
-2.29%
Nov 2018 - Oct 2023
10.36%
26 out of 251
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)

Swipe left to see all data
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 239
Euro Inflation Adjusted +4.02% +7.99%
Mar 2009 - Feb 2015
-2.69%
Nov 2017 - Oct 2023
9.62%
23 out of 239
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.22% +8.70%
Mar 1999 - Feb 2006
+0.99%
Nov 2016 - Oct 2023
0.00%
0 out of 227
Euro Inflation Adjusted +4.15% +6.47%
Sep 1998 - Aug 2005
-2.01%
Nov 2016 - Oct 2023
9.25%
21 out of 227
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +6.09% +7.91%
Mar 1999 - Feb 2007
+1.24%
Jun 2015 - May 2023
0.00%
0 out of 215
Euro Inflation Adjusted +4.15% +6.41%
Mar 2009 - Feb 2017
-1.43%
Nov 2015 - Oct 2023
8.84%
19 out of 215
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)

Swipe left to see all data
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 203
Euro Inflation Adjusted +4.30% +5.64%
Sep 1998 - Aug 2007
-0.97%
May 2015 - Apr 2024
5.42%
11 out of 203
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.99% +7.49%
Apr 2003 - Mar 2013
+1.97%
Nov 2013 - Oct 2023
0.00%
0 out of 191
Euro Inflation Adjusted +4.26% +5.31%
Apr 2005 - Mar 2015
-0.26%
Nov 2013 - Oct 2023
0.52%
1 out of 191
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.87% +7.60%
Nov 1999 - Oct 2010
+2.36%
Nov 2012 - Oct 2023
0.00%
0 out of 179
Euro Inflation Adjusted +4.28% +5.41%
Nov 1999 - Oct 2010
+0.25%
Nov 2012 - Oct 2023
0.00%
0 out of 179
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)

Swipe left to see all data
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 167
Euro Inflation Adjusted +4.25% +5.59%
Apr 2003 - Mar 2015
+0.62%
Nov 2011 - Oct 2023
0.00%
0 out of 167
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.83% +7.60%
Mar 1999 - Feb 2012
+2.91%
Nov 2010 - Oct 2023
0.00%
0 out of 155
Euro Inflation Adjusted +4.24% +5.40%
Mar 1999 - Feb 2012
+0.69%
Nov 2010 - Oct 2023
0.00%
0 out of 155
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.58% +7.53%
Sep 1998 - Aug 2012
+3.43%
May 2010 - Apr 2024
0.00%
0 out of 143
Euro Inflation Adjusted +3.93% +5.38%
Sep 1998 - Aug 2012
+1.24%
May 2010 - Apr 2024
0.00%
0 out of 143
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.49% +7.19%
Mar 1999 - Feb 2014
+4.08%
Nov 2008 - Oct 2023
0.00%
0 out of 131
Euro Inflation Adjusted +3.92% +5.27%
Feb 2000 - Jan 2015
+2.01%
Nov 2008 - Oct 2023
0.00%
0 out of 131
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.50% +7.39%
Mar 1999 - Feb 2015
+3.67%
Nov 2007 - Oct 2023
0.00%
0 out of 119
Euro Inflation Adjusted +3.82% +5.45%
Mar 1999 - Feb 2015
+1.55%
Nov 2007 - Oct 2023
0.00%
0 out of 119
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.50% +7.02%
Sep 1998 - Aug 2015
+3.81%
Nov 2006 - Oct 2023
0.00%
0 out of 107
Euro Inflation Adjusted +3.84% +5.14%
Sep 1998 - Aug 2015
+1.65%
Nov 2006 - Oct 2023
0.00%
0 out of 107
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.48% +6.91%
Sep 1998 - Aug 2016
+3.96%
Nov 2005 - Oct 2023
0.00%
0 out of 95
Euro Inflation Adjusted +3.77% +5.12%
Sep 1998 - Aug 2016
+1.83%
Nov 2005 - Oct 2023
0.00%
0 out of 95
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +5.53% +6.65%
Sep 1998 - Aug 2017
+4.15%
Nov 2004 - Oct 2023
0.00%
0 out of 83
Euro Inflation Adjusted +3.83% +4.88%
Sep 1998 - Aug 2017
+2.00%
Nov 2004 - Oct 2023
0.00%
0 out of 83
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)

Swipe left to see all data
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 71
Euro Inflation Adjusted +3.84% +4.62%
Sep 1998 - Aug 2018
+2.07%
Nov 2003 - Oct 2023
0.00%
0 out of 71
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 To EUR Bond Hedged: ETF allocation and returns page.