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, 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 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 | +4.20% |
+36.67%
Nov 1999 - Oct 2000 |
-18.14%
Apr 2002 - Mar 2003 |
27.24%
82 out of 301 |
| Euro Inflation Adjusted | +2.99% |
+33.49%
Nov 1999 - Oct 2000 |
-20.04%
Apr 2002 - Mar 2003 |
33.55%
101 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 | +4.42% |
+25.82%
Nov 1998 - Oct 2000 |
-8.62%
Jun 2001 - May 2003 |
17.99%
52 out of 289 |
| Euro Inflation Adjusted | +3.12% |
+23.55%
Nov 1998 - Oct 2000 |
-10.78%
Nov 2021 - Oct 2023 |
29.07%
84 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 | +4.29% |
+18.00%
Mar 1999 - Feb 2002 |
-4.63%
Mar 2002 - Feb 2005 |
10.83%
30 out of 277 |
| Euro Inflation Adjusted | +2.71% |
+15.55%
Mar 1999 - Feb 2002 |
-6.52%
Mar 2002 - Feb 2005 |
24.55%
68 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 | +4.24% |
+13.10%
Aug 2008 - Jul 2012 |
-1.33%
Apr 2001 - Mar 2005 |
3.40%
9 out of 265 |
| Euro Inflation Adjusted | +2.92% |
+11.42%
Aug 2008 - Jul 2012 |
-3.44%
Apr 2001 - Mar 2005 |
22.64%
60 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 | +4.20% |
+10.52%
Apr 2008 - Mar 2013 |
-0.34%
Jun 2001 - May 2006 |
0.79%
2 out of 253 |
| Euro Inflation Adjusted | +2.92% |
+8.64%
Jul 2008 - Jun 2013 |
-2.44%
Jun 2001 - May 2006 |
16.60%
42 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 | +4.59% |
+9.16%
Jul 2008 - Jun 2014 |
-1.26%
Apr 2002 - Mar 2008 |
2.07%
5 out of 241 |
| Euro Inflation Adjusted | +3.21% |
+7.64%
Jul 2008 - Jun 2014 |
-3.50%
Apr 2002 - Mar 2008 |
15.77%
38 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 | +5.01% |
+9.04%
Jul 2008 - Jun 2015 |
-1.00%
Jul 2001 - Jun 2008 |
1.31%
3 out of 229 |
| Euro Inflation Adjusted | +3.43% |
+7.70%
Jul 2008 - Jun 2015 |
-3.29%
Jul 2001 - Jun 2008 |
13.97%
32 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 | +4.96% |
+8.06%
Aug 2008 - Jul 2016 |
+0.42%
Jun 2001 - May 2009 |
0.00%
0 out of 217 |
| Euro Inflation Adjusted | +3.28% |
+6.94%
Aug 2008 - Jul 2016 |
-1.59%
Jun 2001 - May 2009 |
11.98%
26 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 | +4.93% |
+7.61%
Jul 2008 - Jun 2017 |
+1.39%
Nov 2000 - Oct 2009 |
0.00%
0 out of 205 |
| Euro Inflation Adjusted | +3.56% |
+6.42%
Jul 2008 - Jun 2017 |
-0.66%
Nov 2000 - Oct 2009 |
0.98%
2 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 | +5.18% |
+7.03%
Jul 2008 - Jun 2018 |
+2.40%
Jul 2001 - Jun 2011 |
0.00%
0 out of 193 |
| Euro Inflation Adjusted | +3.42% |
+5.76%
Jul 2008 - Jun 2018 |
+0.34%
Jul 2001 - Jun 2011 |
0.00%
0 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 | +5.26% |
+6.81%
Jul 2008 - Jun 2019 |
+2.96%
Nov 2012 - Oct 2023 |
0.00%
0 out of 181 |
| Euro Inflation Adjusted | +3.58% |
+5.52%
Jul 2008 - Jun 2019 |
+0.85%
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 | +5.28% |
+7.05%
Sep 1998 - Aug 2010 |
+3.25%
Jun 2012 - May 2024 |
0.00%
0 out of 169 |
| Euro Inflation Adjusted | +3.46% |
+5.33%
Jul 2008 - Jun 2020 |
+1.12%
Jun 2012 - May 2024 |
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 | +5.21% |
+7.04%
Jul 2008 - Jun 2021 |
+3.47%
Jun 2010 - May 2023 |
0.00%
0 out of 157 |
| Euro Inflation Adjusted | +3.56% |
+5.77%
Jul 2008 - Jun 2021 |
+1.30%
Jun 2010 - May 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 | +5.11% |
+7.06%
Sep 1998 - Aug 2012 |
+3.45%
Feb 2002 - Jan 2016 |
0.00%
0 out of 145 |
| Euro Inflation Adjusted | +3.42% |
+4.92%
Sep 1998 - Aug 2012 |
+1.46%
Jun 2010 - May 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 | +5.13% |
+6.58%
Nov 1998 - Oct 2013 |
+3.62%
Jun 2001 - May 2016 |
0.00%
0 out of 133 |
| Euro Inflation Adjusted | +3.35% |
+4.47%
Nov 1998 - Oct 2013 |
+1.90%
Jun 2001 - May 2016 |
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 | +4.95% |
+6.53%
Nov 1998 - Oct 2014 |
+3.52%
Apr 2002 - Mar 2018 |
0.00%
0 out of 121 |
| Euro Inflation Adjusted | +3.15% |
+4.57%
Mar 1999 - Feb 2015 |
+1.84%
Apr 2002 - Mar 2018 |
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 | +4.74% |
+6.39%
Nov 1998 - Oct 2015 |
+3.51%
Feb 2002 - Jan 2019 |
0.00%
0 out of 109 |
| Euro Inflation Adjusted | +2.93% |
+4.49%
Nov 1998 - Oct 2015 |
+1.86%
Jan 2002 - Dec 2018 |
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 | +4.81% |
+6.30%
Oct 1998 - Sep 2016 |
+3.48%
Apr 2002 - Mar 2020 |
0.00%
0 out of 97 |
| Euro Inflation Adjusted | +2.85% |
+4.50%
Oct 1998 - Sep 2016 |
+1.87%
Jun 2001 - May 2019 |
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 | +4.75% |
+6.14%
Nov 1998 - Oct 2017 |
+3.63%
Jun 2001 - May 2020 |
0.00%
0 out of 85 |
| Euro Inflation Adjusted | +2.74% |
+4.35%
Oct 1998 - Sep 2017 |
+2.02%
Jun 2001 - May 2020 |
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 | +4.58% |
+5.94%
Sep 1998 - Aug 2018 |
+3.82%
May 2002 - Apr 2022 |
0.00%
0 out of 73 |
| Euro Inflation Adjusted | +2.63% |
+4.16%
Sep 1998 - Aug 2018 |
+1.93%
May 2002 - Apr 2022 |
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: ETF allocation and returns page.
