Rebalancing: at every Jan 1st
Currency: EUR
When holding the Larry Swedroe Larry Portfolio To EUR, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~26 years), the longest duration with a negative return was 92 months (from November 2000 to June 2008).
This indicates that, within the same timeframe, any rolling period of 93 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.
Larry Swedroe Larry Portfolio To EUR: ETF allocation and returns
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.
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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.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-18.14%
Apr 2002 - Mar 2003 |
+4.21% |
+36.67%
Nov 1999 - Oct 2000 |
26.97%
82 out of 304 |
-20.04%
Apr 2002 - Mar 2003 |
+3.09% |
+33.49%
Nov 1999 - Oct 2000 |
33.22%
101 out of 304 |
-8.62%
Jun 2001 - May 2003 |
+4.38% |
+25.82%
Nov 1998 - Oct 2000 |
17.81%
52 out of 292 |
-10.78%
Nov 2021 - Oct 2023 |
+3.12% |
+23.55%
Nov 1998 - Oct 2000 |
29.11%
85 out of 292 |
-4.63%
Mar 2002 - Feb 2005 |
+4.26% |
+18.00%
Mar 1999 - Feb 2002 |
10.71%
30 out of 280 |
-6.52%
Mar 2002 - Feb 2005 |
+2.67% |
+15.55%
Mar 1999 - Feb 2002 |
25.36%
71 out of 280 |
-1.33%
Apr 2001 - Mar 2005 |
+4.18% |
+13.10%
Aug 2008 - Jul 2012 |
3.36%
9 out of 268 |
-3.44%
Apr 2001 - Mar 2005 |
+2.86% |
+11.42%
Aug 2008 - Jul 2012 |
23.51%
63 out of 268 |
-0.34%
Jun 2001 - May 2006 |
+4.19% |
+10.52%
Apr 2008 - Mar 2013 |
0.78%
2 out of 256 |
-2.44%
Jun 2001 - May 2006 |
+2.89% |
+8.64%
Jul 2008 - Jun 2013 |
17.19%
44 out of 256 |
-1.26%
Apr 2002 - Mar 2008 |
+4.43% |
+9.16%
Jul 2008 - Jun 2014 |
2.05%
5 out of 244 |
-3.50%
Apr 2002 - Mar 2008 |
+3.17% |
+7.64%
Jul 2008 - Jun 2014 |
15.57%
38 out of 244 |
-1.00%
Jul 2001 - Jun 2008 |
+4.93% |
+9.04%
Jul 2008 - Jun 2015 |
1.29%
3 out of 232 |
-3.29%
Jul 2001 - Jun 2008 |
+3.41% |
+7.70%
Jul 2008 - Jun 2015 |
13.79%
32 out of 232 |
+0.42%
Jun 2001 - May 2009 |
+4.96% |
+8.06%
Aug 2008 - Jul 2016 |
0.00%
0 out of 220 |
-1.59%
Jun 2001 - May 2009 |
+3.26% |
+6.94%
Aug 2008 - Jul 2016 |
11.82%
26 out of 220 |
+1.39%
Nov 2000 - Oct 2009 |
+4.91% |
+7.61%
Jul 2008 - Jun 2017 |
0.00%
0 out of 208 |
-0.66%
Nov 2000 - Oct 2009 |
+3.55% |
+6.42%
Jul 2008 - Jun 2017 |
0.96%
2 out of 208 |
+2.40%
Jul 2001 - Jun 2011 |
+5.14% |
+7.03%
Jul 2008 - Jun 2018 |
0.00%
0 out of 196 |
+0.34%
Jul 2001 - Jun 2011 |
+3.35% |
+5.76%
Jul 2008 - Jun 2018 |
0.00%
0 out of 196 |
+2.96%
Nov 2012 - Oct 2023 |
+5.24% |
+6.81%
Jul 2008 - Jun 2019 |
0.00%
0 out of 184 |
+0.85%
Nov 2012 - Oct 2023 |
+3.57% |
+5.52%
Jul 2008 - Jun 2019 |
0.00%
0 out of 184 |
+3.25%
Jun 2012 - May 2024 |
+5.24% |
+7.05%
Sep 1998 - Aug 2010 |
0.00%
0 out of 172 |
+1.12%
Jun 2012 - May 2024 |
+3.43% |
+5.33%
Jul 2008 - Jun 2020 |
0.00%
0 out of 172 |
+3.47%
Jun 2010 - May 2023 |
+5.20% |
+7.04%
Jul 2008 - Jun 2021 |
0.00%
0 out of 160 |
+1.30%
Jun 2010 - May 2023 |
+3.54% |
+5.77%
Jul 2008 - Jun 2021 |
0.00%
0 out of 160 |
+3.45%
Feb 2002 - Jan 2016 |
+5.09% |
+7.06%
Sep 1998 - Aug 2012 |
0.00%
0 out of 148 |
+1.46%
Jun 2010 - May 2024 |
+3.32% |
+4.92%
Sep 1998 - Aug 2012 |
0.00%
0 out of 148 |
+3.62%
Jun 2001 - May 2016 |
+5.13% |
+6.58%
Nov 1998 - Oct 2013 |
0.00%
0 out of 136 |
+1.90%
Jun 2001 - May 2016 |
+3.33% |
+4.47%
Nov 1998 - Oct 2013 |
0.00%
0 out of 136 |
+3.52%
Apr 2002 - Mar 2018 |
+5.00% |
+6.53%
Nov 1998 - Oct 2014 |
0.00%
0 out of 124 |
+1.84%
Apr 2002 - Mar 2018 |
+3.16% |
+4.57%
Mar 1999 - Feb 2015 |
0.00%
0 out of 124 |
+3.51%
Feb 2002 - Jan 2019 |
+4.76% |
+6.39%
Nov 1998 - Oct 2015 |
0.00%
0 out of 112 |
+1.86%
Jan 2002 - Dec 2018 |
+2.90% |
+4.49%
Nov 1998 - Oct 2015 |
0.00%
0 out of 112 |
+3.48%
Apr 2002 - Mar 2020 |
+4.75% |
+6.30%
Oct 1998 - Sep 2016 |
0.00%
0 out of 100 |
+1.87%
Jun 2001 - May 2019 |
+2.82% |
+4.50%
Oct 1998 - Sep 2016 |
0.00%
0 out of 100 |
+3.63%
Jun 2001 - May 2020 |
+4.69% |
+6.14%
Nov 1998 - Oct 2017 |
0.00%
0 out of 88 |
+2.02%
Jun 2001 - May 2020 |
+2.73% |
+4.35%
Oct 1998 - Sep 2017 |
0.00%
0 out of 88 |
+3.82%
May 2002 - Apr 2022 |
+4.59% |
+5.94%
Sep 1998 - Aug 2018 |
0.00%
0 out of 76 |
+1.93%
May 2002 - Apr 2022 |
+2.65% |
+4.16%
Sep 1998 - Aug 2018 |
0.00%
0 out of 76 |
Larry Swedroe Larry Portfolio To EUR: ETF allocation and returns