Aim Ways Odd-Stats Strategy Portfolio: Rolling Returns

Data Source: from January 1985 to June 2024 (~40 years)
Consolidated Returns as of 30 June 2024

Holding the Aim Ways Odd-Stats Strategy Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~40 years), the longest period with a negative return lasted 43 months (from August 2005 to February 2009).

This means that every rolling period of 44 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Aim Ways Odd-Stats Strategy Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

AIM WAYS ODD-STATS STRATEGY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to June 2024

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The annualized return of the last 10 years has been 7.80% (updated at Jun 30, 2024).

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.

AIM WAYS ODD-STATS STRATEGY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 1994 - 30 June 2024 (30 Years)
Data Source: 1 January 1985 - 30 June 2024 (~40 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.99% +34.09%
Mar 2009 - Feb 2010
-19.11%
Mar 2008 - Feb 2009
15.77%
73 out of 463
US Inflation Adjusted +7.82% +31.27%
Mar 2009 - Feb 2010
-22.24%
Jan 2022 - Dec 2022
18.79%
87 out of 463
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 +9.53% +27.86%
Sep 1998 - Aug 2000
-8.53%
Sep 2000 - Aug 2002
9.09%
41 out of 451
US Inflation Adjusted +6.98% +24.37%
Sep 1998 - Aug 2000
-10.53%
Sep 2000 - Aug 2002
13.53%
61 out of 451
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 +9.76% +23.15%
Apr 1997 - Mar 2000
-3.88%
Apr 2000 - Mar 2003
2.51%
11 out of 439
US Inflation Adjusted +6.83% +20.40%
Apr 1997 - Mar 2000
-6.19%
Apr 2000 - Mar 2003
10.93%
48 out of 439
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 +9.75% +20.58%
Feb 1995 - Jan 1999
+1.14%
Mar 2005 - Feb 2009
0.00%
0 out of 427
US Inflation Adjusted +7.18% +17.90%
Feb 1995 - Jan 1999
-1.37%
Mar 2005 - Feb 2009
2.58%
11 out of 427
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 +9.24% +20.21%
Apr 1995 - Mar 2000
+2.12%
Mar 2004 - Feb 2009
0.00%
0 out of 415
US Inflation Adjusted +6.85% +17.29%
Apr 1995 - Mar 2000
-0.51%
Mar 2004 - Feb 2009
0.24%
1 out of 415
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 +9.39% +17.95%
Sep 1994 - Aug 2000
+4.27%
Sep 2000 - Aug 2006
0.00%
0 out of 403
US Inflation Adjusted +6.78% +15.09%
Sep 1994 - Aug 2000
+1.43%
Sep 2000 - Aug 2006
0.00%
0 out of 403
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 +9.37% +15.67%
Apr 1993 - Mar 2000
+4.48%
Mar 2002 - Feb 2009
0.00%
0 out of 391
US Inflation Adjusted +6.97% +12.78%
Apr 1993 - Mar 2000
+1.86%
Mar 2002 - Feb 2009
0.00%
0 out of 391
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 +9.52% +15.75%
Apr 1992 - Mar 2000
+3.44%
Nov 2000 - Oct 2008
0.00%
0 out of 379
US Inflation Adjusted +7.23% +12.80%
Apr 1992 - Mar 2000
+0.62%
Nov 2000 - Oct 2008
0.00%
0 out of 379
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 +9.60% +16.12%
Jan 1991 - Dec 1999
+2.48%
Mar 2000 - Feb 2009
0.00%
0 out of 367
US Inflation Adjusted +7.13% +13.20%
Jan 1991 - Dec 1999
-0.04%
Mar 2000 - Feb 2009
0.27%
1 out of 367
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 +9.85% +15.86%
Sep 1990 - Aug 2000
+4.66%
Mar 1999 - Feb 2009
0.00%
0 out of 355
US Inflation Adjusted +7.27% +12.75%
Sep 1990 - Aug 2000
+2.01%
Mar 1999 - Feb 2009
0.00%
0 out of 355
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 +9.86% +14.98%
Apr 1989 - Mar 2000
+5.90%
Mar 1998 - Feb 2009
0.00%
0 out of 343
US Inflation Adjusted +7.29% +11.52%
Apr 1989 - Mar 2000
+3.31%
Mar 1998 - Feb 2009
0.00%
0 out of 343
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 +9.87% +14.38%
Sep 1988 - Aug 2000
+6.75%
Jan 2000 - Dec 2011
0.00%
0 out of 331
US Inflation Adjusted +7.22% +10.88%
Sep 1988 - Aug 2000
+4.14%
Jan 2000 - Dec 2011
0.00%
0 out of 331
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 +9.40% +13.41%
Nov 1987 - Oct 2000
+6.55%
Sep 2000 - Aug 2013
0.00%
0 out of 319
US Inflation Adjusted +7.08% +9.86%
Nov 1987 - Oct 2000
+4.11%
Sep 2000 - Aug 2013
0.00%
0 out of 319
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 +9.30% +13.88%
Jan 1985 - Dec 1998
+6.87%
Apr 2000 - Mar 2014
0.00%
0 out of 307
US Inflation Adjusted +6.98% +10.33%
Jan 1985 - Dec 1998
+4.44%
Apr 2000 - Mar 2014
0.00%
0 out of 307
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 +9.49% +14.39%
Jan 1985 - Dec 1999
+6.87%
Sep 2000 - Aug 2015
0.00%
0 out of 295
US Inflation Adjusted +6.98% +10.86%
Jan 1985 - Dec 1999
+4.61%
Sep 2000 - Aug 2015
0.00%
0 out of 295
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 +9.39% +13.44%
Jan 1985 - Dec 2000
+7.04%
Mar 2000 - Feb 2016
0.00%
0 out of 283
US Inflation Adjusted +6.90% +9.92%
Jan 1985 - Dec 2000
+4.71%
Nov 2007 - Oct 2023
0.00%
0 out of 283
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 +9.47% +12.36%
Jan 1985 - Dec 2001
+7.03%
Apr 2000 - Mar 2017
0.00%
0 out of 271
US Inflation Adjusted +6.98% +9.04%
Nov 1990 - Oct 2007
+4.82%
Apr 2000 - Mar 2017
0.00%
0 out of 271
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 +9.67% +11.50%
Oct 1985 - Sep 2003
+7.06%
Apr 2000 - Mar 2018
0.00%
0 out of 259
US Inflation Adjusted +7.05% +8.22%
Nov 1985 - Oct 2003
+4.83%
Apr 2000 - Mar 2018
0.00%
0 out of 259
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 +9.79% +11.98%
Jan 1985 - Dec 2003
+7.06%
Jan 2000 - Dec 2018
0.00%
0 out of 247
US Inflation Adjusted +7.09% +8.71%
Jan 1985 - Dec 2003
+4.81%
Jan 2000 - Dec 2018
0.00%
0 out of 247
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 +9.57% +11.90%
Jan 1985 - Dec 2004
+7.10%
Apr 2000 - Mar 2020
0.00%
0 out of 235
US Inflation Adjusted +6.96% +8.60%
Jan 1985 - Dec 2004
+4.92%
Apr 2000 - Mar 2020
0.00%
0 out of 235
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 Aim Ways Odd-Stats Strategy Portfolio: ETF allocation and returns page.