Larry Swedroe Larry Portfolio To EUR: 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, 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 92 months (from November 2000 to June 2008).

This means that every rolling period of 93 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Larry Swedroe Larry Portfolio To EUR: 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
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 +4.10% +36.67%
Nov 1999 - Oct 2000
-18.14%
Apr 2002 - Mar 2003
27.42%
82 out of 299
Euro Inflation Adjusted +2.96% +33.49%
Nov 1999 - Oct 2000
-20.04%
Apr 2002 - Mar 2003
33.78%
101 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 +4.43% +25.82%
Nov 1998 - Oct 2000
-8.62%
Jun 2001 - May 2003
18.12%
52 out of 287
Euro Inflation Adjusted +3.13% +23.55%
Nov 1998 - Oct 2000
-10.78%
Nov 2021 - Oct 2023
28.57%
82 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 +4.31% +18.00%
Mar 1999 - Feb 2002
-4.63%
Mar 2002 - Feb 2005
10.18%
28 out of 275
Euro Inflation Adjusted +2.78% +15.55%
Mar 1999 - Feb 2002
-6.52%
Mar 2002 - Feb 2005
24.00%
66 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 +4.24% +13.10%
Aug 2008 - Jul 2012
-1.33%
Apr 2001 - Mar 2005
3.42%
9 out of 263
Euro Inflation Adjusted +2.95% +11.42%
Aug 2008 - Jul 2012
-3.44%
Apr 2001 - Mar 2005
22.05%
58 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 +4.24% +10.52%
Apr 2008 - Mar 2013
-0.34%
Jun 2001 - May 2006
0.80%
2 out of 251
Euro Inflation Adjusted +2.96% +8.64%
Jul 2008 - Jun 2013
-2.44%
Jun 2001 - May 2006
15.94%
40 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 +4.64% +9.16%
Jul 2008 - Jun 2014
-1.26%
Apr 2002 - Mar 2008
2.09%
5 out of 239
Euro Inflation Adjusted +3.21% +7.64%
Jul 2008 - Jun 2014
-3.50%
Apr 2002 - Mar 2008
15.48%
37 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 +5.06% +9.04%
Jul 2008 - Jun 2015
-1.00%
Jul 2001 - Jun 2008
1.32%
3 out of 227
Euro Inflation Adjusted +3.46% +7.70%
Jul 2008 - Jun 2015
-3.29%
Jul 2001 - Jun 2008
13.66%
31 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 +4.98% +8.06%
Aug 2008 - Jul 2016
+0.42%
Jun 2001 - May 2009
0.00%
0 out of 215
Euro Inflation Adjusted +3.30% +6.94%
Aug 2008 - Jul 2016
-1.59%
Jun 2001 - May 2009
12.09%
26 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 +4.97% +7.61%
Jul 2008 - Jun 2017
+1.39%
Nov 2000 - Oct 2009
0.00%
0 out of 203
Euro Inflation Adjusted +3.57% +6.42%
Jul 2008 - Jun 2017
-0.66%
Nov 2000 - Oct 2009
0.99%
2 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 +5.23% +7.03%
Jul 2008 - Jun 2018
+2.40%
Jul 2001 - Jun 2011
0.00%
0 out of 191
Euro Inflation Adjusted +3.43% +5.76%
Jul 2008 - Jun 2018
+0.34%
Jul 2001 - Jun 2011
0.00%
0 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 +5.27% +6.81%
Jul 2008 - Jun 2019
+2.96%
Nov 2012 - Oct 2023
0.00%
0 out of 179
Euro Inflation Adjusted +3.60% +5.52%
Jul 2008 - Jun 2019
+0.85%
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 +5.28% +7.05%
Sep 1998 - Aug 2010
+3.38%
Mar 2002 - Feb 2014
0.00%
0 out of 167
Euro Inflation Adjusted +3.47% +5.33%
Jul 2008 - Jun 2020
+1.40%
Apr 2002 - Mar 2014
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 +5.23% +7.04%
Jul 2008 - Jun 2021
+3.47%
Jun 2010 - May 2023
0.00%
0 out of 155
Euro Inflation Adjusted +3.57% +5.77%
Jul 2008 - Jun 2021
+1.30%
Jun 2010 - May 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 +5.14% +7.06%
Sep 1998 - Aug 2012
+3.45%
Feb 2002 - Jan 2016
0.00%
0 out of 143
Euro Inflation Adjusted +3.44% +4.92%
Sep 1998 - Aug 2012
+1.78%
Feb 2002 - Jan 2016
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 +5.13% +6.58%
Nov 1998 - Oct 2013
+3.62%
Jun 2001 - May 2016
0.00%
0 out of 131
Euro Inflation Adjusted +3.35% +4.47%
Nov 1998 - Oct 2013
+1.90%
Jun 2001 - May 2016
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 +4.95% +6.53%
Nov 1998 - Oct 2014
+3.52%
Apr 2002 - Mar 2018
0.00%
0 out of 119
Euro Inflation Adjusted +3.13% +4.57%
Mar 1999 - Feb 2015
+1.84%
Apr 2002 - Mar 2018
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 +4.76% +6.39%
Nov 1998 - Oct 2015
+3.51%
Feb 2002 - Jan 2019
0.00%
0 out of 107
Euro Inflation Adjusted +2.93% +4.49%
Nov 1998 - Oct 2015
+1.86%
Jan 2002 - Dec 2018
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 +4.82% +6.30%
Oct 1998 - Sep 2016
+3.48%
Apr 2002 - Mar 2020
0.00%
0 out of 95
Euro Inflation Adjusted +2.87% +4.50%
Oct 1998 - Sep 2016
+1.87%
Jun 2001 - May 2019
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 +4.78% +6.14%
Nov 1998 - Oct 2017
+3.63%
Jun 2001 - May 2020
0.00%
0 out of 83
Euro Inflation Adjusted +2.79% +4.35%
Oct 1998 - Sep 2017
+2.02%
Jun 2001 - May 2020
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 +4.56% +5.94%
Sep 1998 - Aug 2018
+3.82%
May 2002 - Apr 2022
0.00%
0 out of 71
Euro Inflation Adjusted +2.65% +4.16%
Sep 1998 - Aug 2018
+1.93%
May 2002 - Apr 2022
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: ETF allocation and returns page.