Rebalancing: at every Jan 1st
Currency: EUR
When holding the Aim Ways Odd-Stats Strategy To EUR Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~39 years), the longest duration with a negative return was 48 months (from September 2000 to August 2004).
This indicates that, within the same timeframe, any rolling period of 49 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.
Aim Ways Odd-Stats Strategy To EUR Portfolio: ETF allocation and returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Sep 30, 2024, the annualized return of the previous 10 years has been 7.08%.
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 |
---|---|---|---|
-17.35%
Jan 2022 - Dec 2022 |
+9.51% |
+34.92%
Aug 1996 - Jul 1997 |
15.64%
71 out of 454 |
-24.31%
Jan 2022 - Dec 2022 |
+7.37% |
+32.94%
Aug 1996 - Jul 1997 |
21.15%
96 out of 454 |
-9.88%
Sep 2000 - Aug 2002 |
+8.56% |
+28.89%
Sep 1998 - Aug 2000 |
9.95%
44 out of 442 |
-11.85%
Sep 2000 - Aug 2002 |
+6.58% |
+26.89%
Sep 1998 - Aug 2000 |
13.80%
61 out of 442 |
-4.95%
Apr 2000 - Mar 2003 |
+8.80% |
+23.81%
Apr 1997 - Mar 2000 |
3.49%
15 out of 430 |
-7.14%
Apr 2000 - Mar 2003 |
+6.96% |
+22.17%
Apr 1997 - Mar 2000 |
12.33%
53 out of 430 |
-0.02%
Sep 2000 - Aug 2004 |
+8.49% |
+22.06%
Sep 1996 - Aug 2000 |
0.24%
1 out of 418 |
-2.19%
Sep 2000 - Aug 2004 |
+6.91% |
+20.26%
Sep 1996 - Aug 2000 |
4.07%
17 out of 418 |
+1.39%
Apr 2000 - Mar 2005 |
+8.39% |
+21.35%
Apr 1995 - Mar 2000 |
0.00%
0 out of 406 |
-0.78%
Apr 2000 - Mar 2005 |
+6.58% |
+19.43%
Apr 1995 - Mar 2000 |
0.99%
4 out of 406 |
+2.54%
Sep 2000 - Aug 2006 |
+8.45% |
+18.58%
Sep 1994 - Aug 2000 |
0.00%
0 out of 394 |
+0.32%
Sep 2000 - Aug 2006 |
+6.46% |
+16.54%
Sep 1994 - Aug 2000 |
0.00%
0 out of 394 |
+3.29%
Sep 2000 - Aug 2007 |
+8.66% |
+16.67%
Apr 1993 - Mar 2000 |
0.00%
0 out of 382 |
+1.11%
Sep 2000 - Aug 2007 |
+6.88% |
+14.45%
Apr 1993 - Mar 2000 |
0.00%
0 out of 382 |
+2.05%
Nov 2000 - Oct 2008 |
+8.87% |
+17.56%
Sep 1992 - Aug 2000 |
0.00%
0 out of 370 |
-0.28%
Nov 2000 - Oct 2008 |
+7.02% |
+15.16%
Sep 1992 - Aug 2000 |
0.27%
1 out of 370 |
+1.81%
Mar 2000 - Feb 2009 |
+8.90% |
+17.25%
Jan 1991 - Dec 1999 |
0.00%
0 out of 358 |
-0.31%
Mar 2000 - Feb 2009 |
+7.16% |
+14.45%
Jan 1991 - Dec 1999 |
0.56%
2 out of 358 |
+4.13%
Mar 1999 - Feb 2009 |
+9.10% |
+16.92%
Sep 1990 - Aug 2000 |
0.00%
0 out of 346 |
+1.99%
Mar 1999 - Feb 2009 |
+7.33% |
+14.15%
Nov 1990 - Oct 2000 |
0.00%
0 out of 346 |
+5.02%
Apr 2000 - Mar 2011 |
+8.94% |
+14.87%
Apr 1989 - Mar 2000 |
0.00%
0 out of 334 |
+2.83%
Apr 2000 - Mar 2011 |
+7.13% |
+11.98%
Apr 1989 - Mar 2000 |
0.00%
0 out of 334 |
+5.78%
Apr 2000 - Mar 2012 |
+8.93% |
+14.48%
Sep 1988 - Aug 2000 |
0.00%
0 out of 322 |
+3.53%
Apr 2000 - Mar 2012 |
+6.99% |
+11.57%
Sep 1988 - Aug 2000 |
0.00%
0 out of 322 |
+5.51%
Sep 2000 - Aug 2013 |
+8.64% |
+13.86%
Nov 1987 - Oct 2000 |
0.00%
0 out of 310 |
+3.38%
Sep 2000 - Aug 2013 |
+6.87% |
+11.05%
Nov 1987 - Oct 2000 |
0.00%
0 out of 310 |
+5.90%
Apr 2000 - Mar 2014 |
+8.62% |
+13.28%
Mar 1986 - Feb 2000 |
0.00%
0 out of 298 |
+3.80%
Apr 2000 - Mar 2014 |
+6.72% |
+10.82%
Mar 1986 - Feb 2000 |
0.00%
0 out of 298 |
+6.14%
Sep 2000 - Aug 2015 |
+8.67% |
+12.51%
Feb 1986 - Jan 2001 |
0.00%
0 out of 286 |
+4.25%
Sep 2000 - Aug 2015 |
+6.77% |
+10.12%
Feb 1986 - Jan 2001 |
0.00%
0 out of 286 |
+6.44%
Apr 2000 - Mar 2016 |
+8.55% |
+11.81%
Nov 1990 - Oct 2006 |
0.00%
0 out of 274 |
+4.48%
Nov 2007 - Oct 2023 |
+6.76% |
+9.29%
Nov 1990 - Oct 2006 |
0.00%
0 out of 274 |
+6.32%
Sep 2000 - Aug 2017 |
+8.75% |
+11.69%
Nov 1990 - Oct 2007 |
0.00%
0 out of 262 |
+4.54%
Sep 2000 - Aug 2017 |
+6.86% |
+9.16%
Nov 1990 - Oct 2007 |
0.00%
0 out of 262 |
+6.22%
Apr 2000 - Mar 2018 |
+9.09% |
+11.08%
Dec 1987 - Nov 2005 |
0.00%
0 out of 250 |
+4.42%
Apr 2000 - Mar 2018 |
+7.07% |
+8.43%
Dec 1987 - Nov 2005 |
0.00%
0 out of 250 |
+6.26%
Jan 2000 - Dec 2018 |
+9.20% |
+10.88%
Dec 1987 - Nov 2006 |
0.00%
0 out of 238 |
+4.45%
Jan 2000 - Dec 2018 |
+7.05% |
+8.26%
Dec 1987 - Nov 2006 |
0.00%
0 out of 238 |
+6.25%
Apr 2000 - Mar 2020 |
+9.10% |
+10.85%
Nov 1990 - Oct 2010 |
0.00%
0 out of 226 |
+4.52%
Apr 2000 - Mar 2020 |
+6.90% |
+8.45%
Nov 1990 - Oct 2010 |
0.00%
0 out of 226 |
Aim Ways Odd-Stats Strategy To EUR Portfolio: ETF allocation and returns