Larry Swedroe Larry Portfolio To EUR Bond Hedged: Rolling Returns

Simulation Settings
Period: July 1998 - June 2025 (~27 years)
Initial Amount: 1€
Rebalancing: at every Jan 1st
Currency: EUR
Inflation: Eurozone
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When holding the Larry Swedroe Larry Portfolio To EUR Bond Hedged, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~27 years), the longest duration with a negative return was 49 months (from April 2021 to April 2025).

This indicates that, within the same timeframe, any rolling period of 50 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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
Time Period: 1 July 2005 - 30 June 2025 (20 Years)
Time Period: 1 July 1998 - 30 June 2025 (~27 years)
All Data
(1998/07 - 2025/06)
Eurozone Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

LARRY SWEDROE LARRY PORTFOLIO TO EUR BOND HEDGED
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 July 1998 - 30 June 2025 (~27 years)
Over Time
Histogram
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-10.70%
Jan 2022 - Dec 2022
+5.58% +19.21%
Mar 2009 - Feb 2010
13.42%
42 out of 313
-18.26%
Nov 2021 - Oct 2022
+3.91% +18.20%
Mar 2009 - Feb 2010
20.77%
65 out of 313
-6.25%
Nov 2021 - Oct 2023
+5.50% +14.90%
Mar 2009 - Feb 2011
6.64%
20 out of 301
-12.13%
Nov 2021 - Oct 2023
+3.78% +13.05%
Mar 2009 - Feb 2011
15.95%
48 out of 301
-1.68%
May 2021 - Apr 2024
+5.56% +12.55%
Mar 2009 - Feb 2012
4.50%
13 out of 289
-6.86%
May 2021 - Apr 2024
+3.94% +10.35%
Mar 2009 - Feb 2012
16.61%
48 out of 289
-0.22%
May 2021 - Apr 2025
+5.54% +10.72%
Mar 2009 - Feb 2013
1.08%
3 out of 277
-4.71%
May 2021 - Apr 2025
+4.04% +8.58%
Mar 2009 - Feb 2013
14.08%
39 out of 277
+0.67%
Apr 2015 - Mar 2020
+5.62% +9.29%
Mar 2009 - Feb 2014
0.00%
0 out of 265
-2.29%
Nov 2018 - Oct 2023
+4.01% +7.45%
Mar 2009 - Feb 2014
15.09%
40 out of 265
+0.56%
Nov 2017 - Oct 2023
+5.69% +9.48%
Mar 2009 - Feb 2015
0.00%
0 out of 253
-2.69%
Nov 2017 - Oct 2023
+3.94% +7.99%
Mar 2009 - Feb 2015
14.23%
36 out of 253
+0.99%
Nov 2016 - Oct 2023
+6.05% +8.70%
Mar 1999 - Feb 2006
0.00%
0 out of 241
-2.01%
Nov 2016 - Oct 2023
+3.99% +6.47%
Sep 1998 - Aug 2005
14.52%
35 out of 241
+1.24%
Jun 2015 - May 2023
+6.00% +7.91%
Mar 1999 - Feb 2007
0.00%
0 out of 229
-1.43%
Nov 2015 - Oct 2023
+4.01% +6.41%
Mar 2009 - Feb 2017
14.41%
33 out of 229
+1.56%
Nov 2014 - Oct 2023
+6.10% +7.78%
Sep 1998 - Aug 2007
0.00%
0 out of 217
-0.97%
May 2015 - Apr 2024
+4.28% +5.64%
Sep 1998 - Aug 2007
10.60%
23 out of 217
+1.84%
May 2015 - Apr 2025
+5.85% +7.49%
Apr 2003 - Mar 2013
0.00%
0 out of 205
-0.67%
May 2015 - Apr 2025
+4.23% +5.31%
Apr 2005 - Mar 2015
3.41%
7 out of 205
+2.36%
Nov 2012 - Oct 2023
+5.76% +7.60%
Nov 1999 - Oct 2010
0.00%
0 out of 193
+0.25%
Nov 2012 - Oct 2023
+4.26% +5.41%
Nov 1999 - Oct 2010
0.00%
0 out of 193
+2.67%
May 2013 - Apr 2025
+5.71% +7.56%
Mar 1999 - Feb 2011
0.00%
0 out of 181
+0.50%
May 2013 - Apr 2025
+4.17% +5.59%
Apr 2003 - Mar 2015
0.00%
0 out of 181
+2.91%
Nov 2010 - Oct 2023
+5.66% +7.60%
Mar 1999 - Feb 2012
0.00%
0 out of 169
+0.69%
Nov 2010 - Oct 2023
+4.21% +5.40%
Mar 1999 - Feb 2012
0.00%
0 out of 169
+3.25%
Jun 2011 - May 2025
+5.37% +7.53%
Sep 1998 - Aug 2012
0.00%
0 out of 157
+1.12%
Jun 2011 - May 2025
+3.84% +5.38%
Sep 1998 - Aug 2012
0.00%
0 out of 157
+3.49%
May 2010 - Apr 2025
+5.34% +7.19%
Mar 1999 - Feb 2014
0.00%
0 out of 145
+1.30%
May 2010 - Apr 2025
+3.74% +5.27%
Feb 2000 - Jan 2015
0.00%
0 out of 145
+3.67%
Nov 2007 - Oct 2023
+5.38% +7.39%
Mar 1999 - Feb 2015
0.00%
0 out of 133
+1.55%
Nov 2007 - Oct 2023
+3.78% +5.45%
Mar 1999 - Feb 2015
0.00%
0 out of 133
+3.81%
Nov 2006 - Oct 2023
+5.40% +7.02%
Sep 1998 - Aug 2015
0.00%
0 out of 121
+1.65%
Nov 2006 - Oct 2023
+3.80% +5.14%
Sep 1998 - Aug 2015
0.00%
0 out of 121
+3.96%
Nov 2005 - Oct 2023
+5.41% +6.91%
Sep 1998 - Aug 2016
0.00%
0 out of 109
+1.83%
Nov 2005 - Oct 2023
+3.74% +5.12%
Sep 1998 - Aug 2016
0.00%
0 out of 109
+4.08%
May 2006 - Apr 2025
+5.43% +6.65%
Sep 1998 - Aug 2017
0.00%
0 out of 97
+1.94%
Apr 2006 - Mar 2025
+3.73% +4.88%
Sep 1998 - Aug 2017
0.00%
0 out of 97
+4.21%
Jul 2005 - Jun 2025
+5.36% +6.41%
Sep 1998 - Aug 2018
0.00%
0 out of 85
+2.07%
Jul 2005 - Jun 2025
+3.71% +4.62%
Sep 1998 - Aug 2018
0.00%
0 out of 85
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