Paul Boyer Portfolio: Rolling Returns

Data Source: from January 1976 to January 2024 (~48 years)
Consolidated Returns as of 31 January 2024

Holding the Paul Boyer Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~48 years), the longest period with a negative return lasted 50 months (from September 2019 to October 2023).

This means that every rolling period of 51 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Paul Boyer 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

PAUL BOYER PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 3.39% (updated at Jan 31, 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.

PAUL BOYER PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1976 - 31 January 2024 (~48 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -17.29 11/2021
10/2022
0.82$ -0.72 0.99$ 6.51 1.06$ 14.16 1.14$ 24.82 04/2003
03/2004
1.24$ 0.01 16.33%
2Y -7.60 11/2021
10/2023
0.85$ 1.29 1.02$ 6.03 1.12$ 12.62 1.26$ 20.38 11/2008
10/2010
1.44$ -3.13 8.90%
3Y -3.66 10/2020
09/2023
0.89$ 2.42 1.07$ 5.95 1.18$ 11.64 1.39$ 17.66 11/2008
10/2011
1.62$ -2.57 5.85%
4Y -0.41 02/2012
01/2016
0.98$ 2.95 1.12$ 6.22 1.27$ 11.44 1.54$ 14.28 11/2008
10/2012
1.70$ 0.94 0.64%
5Y 1.23 02/2012
01/2017
1.06$ 3.10 1.16$ 6.39 1.36$ 11.32 1.70$ 14.45 03/2003
02/2008
1.96$ 3.10 0.00%
6Y 1.39 11/2012
10/2018
1.08$ 3.37 1.22$ 6.38 1.44$ 11.19 1.89$ 13.03 11/2001
10/2007
2.08$ 2.34 0.00%
7Y 1.86 11/2011
10/2018
1.13$ 3.92 1.30$ 6.35 1.53$ 11.20 2.10$ 12.56 09/2004
08/2011
2.28$ 3.50 0.00%
8Y 2.36 11/2014
10/2022
1.20$ 3.96 1.36$ 6.65 1.67$ 10.74 2.26$ 12.63 05/2003
04/2011
2.59$ 4.06 0.00%
9Y 2.41 11/2013
10/2022
1.23$ 4.31 1.46$ 6.95 1.83$ 10.49 2.45$ 12.39 11/2002
10/2011
2.86$ 2.67 0.00%
10Y 1.78 10/2012
09/2022
1.19$ 5.03 1.63$ 7.27 2.01$ 10.17 2.63$ 11.91 12/2001
11/2011
3.08$ 3.39 0.00%
11Y 1.90 10/2012
09/2023
1.22$ 5.04 1.71$ 7.65 2.24$ 10.07 2.87$ 11.42 10/2001
09/2012
3.28$ 2.64 0.00%
12Y 2.20 11/2011
10/2023
1.29$ 5.68 1.94$ 7.75 2.44$ 9.88 3.09$ 10.98 09/1999
08/2011
3.49$ 2.55 0.00%
13Y 2.95 11/2010
10/2023
1.45$ 6.17 2.17$ 7.94 2.69$ 9.46 3.23$ 10.65 09/1998
08/2011
3.72$ 3.64 0.00%
14Y 3.90 10/2009
09/2023
1.70$ 6.08 2.28$ 8.00 2.93$ 9.09 3.38$ 10.24 09/1998
08/2012
3.91$ 4.30 0.00%
15Y 4.14 11/2007
10/2022
1.83$ 6.54 2.58$ 8.22 3.26$ 8.86 3.57$ 9.26 12/1997
11/2012
3.77$ 5.10 0.00%
16Y 4.08 11/2007
10/2023
1.89$ 6.50 2.73$ 8.09 3.47$ 8.63 3.75$ 9.08 09/1998
08/2014
4.01$ 4.43 0.00%
17Y 4.93 11/2006
10/2023
2.26$ 7.00 3.15$ 7.95 3.67$ 8.34 3.90$ 9.20 02/1995
01/2012
4.46$ 5.15 0.00%
18Y 5.31 02/2006
01/2024
2.53$ 6.89 3.31$ 7.76 3.84$ 8.23 4.14$ 8.75 02/1995
01/2013
4.52$ 5.31 0.00%
19Y 5.71 11/2004
10/2023
2.87$ 6.97 3.59$ 7.61 4.02$ 7.97 4.29$ 8.39 08/2001
07/2020
4.62$ 5.94 0.00%
20Y 5.93 11/2003
10/2023
3.16$ 6.92 3.81$ 7.43 4.19$ 7.93 4.60$ 8.13 06/2001
05/2021
4.77$ 6.08 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -23.24 11/2021
10/2022
0.76$ -2.86 0.97$ 4.37 1.04$ 11.33 1.11$ 23.45 11/2008
10/2009
1.23$ -3.01 29.80%
2Y -12.90 11/2020
10/2022
0.75$ -0.37 0.99$ 3.43 1.06$ 9.89 1.20$ 19.82 11/2008
10/2010
1.43$ -7.50 18.10%
3Y -8.89 10/2020
09/2023
0.75$ 0.59 1.01$ 3.63 1.11$ 9.00 1.29$ 15.95 11/2008
10/2011
1.55$ -7.79 12.00%
4Y -4.64 11/2019
10/2023
0.82$ 0.65 1.02$ 3.93 1.16$ 8.87 1.40$ 12.43 11/2008
10/2012
1.59$ -3.48 9.27%
5Y -2.46 11/2017
10/2022
0.88$ 0.99 1.05$ 4.17 1.22$ 8.62 1.51$ 11.15 11/2002
10/2007
1.69$ -1.02 6.64%
6Y -2.06 11/2017
10/2023
0.88$ 1.30 1.08$ 4.31 1.28$ 8.50 1.63$ 9.99 11/2005
10/2011
1.77$ -1.32 6.23%
7Y -1.60 10/2016
09/2023
0.89$ 1.65 1.12$ 4.58 1.36$ 8.52 1.77$ 9.73 09/2004
08/2011
1.91$ 0.01 3.25%
8Y -0.50 11/2014
10/2022
0.96$ 2.08 1.17$ 4.50 1.42$ 8.07 1.86$ 9.83 05/2003
04/2011
2.11$ 0.67 3.02%
9Y -0.44 11/2014
10/2023
0.96$ 2.51 1.24$ 4.88 1.53$ 7.80 1.96$ 9.65 03/2003
02/2012
2.29$ -0.44 2.37%
10Y -0.72 10/2012
09/2022
0.93$ 3.10 1.35$ 4.91 1.61$ 7.52 2.06$ 9.19 12/2001
11/2011
2.40$ 0.59 3.32%
11Y -0.71 10/2012
09/2023
0.92$ 3.31 1.43$ 5.09 1.72$ 7.48 2.21$ 8.81 10/2001
09/2012
2.53$ -0.03 3.49%
12Y -0.36 11/2011
10/2023
0.95$ 3.85 1.57$ 5.31 1.86$ 7.38 2.35$ 8.22 09/1999
08/2011
2.57$ -0.04 1.84%
13Y 0.30 11/2010
10/2023
1.03$ 4.23 1.71$ 5.42 1.98$ 6.99 2.40$ 7.92 09/1998
08/2011
2.69$ 0.99 0.00%
14Y 1.32 10/2009
09/2023
1.20$ 4.03 1.73$ 5.48 2.11$ 6.66 2.46$ 7.58 09/1998
08/2012
2.78$ 1.70 0.00%
15Y 1.72 11/2007
10/2022
1.29$ 4.17 1.84$ 5.77 2.32$ 6.36 2.52$ 6.70 09/1999
08/2014
2.64$ 2.48 0.00%
16Y 1.61 11/2007
10/2023
1.29$ 4.16 1.91$ 5.71 2.42$ 6.14 2.59$ 6.56 09/1998
08/2014
2.76$ 1.99 0.00%
17Y 2.36 11/2006
10/2023
1.48$ 4.55 2.13$ 5.62 2.53$ 5.93 2.66$ 6.56 02/1995
01/2012
2.94$ 2.59 0.00%
18Y 2.76 02/2006
01/2024
1.63$ 4.36 2.15$ 5.44 2.59$ 5.91 2.80$ 6.39 08/2002
07/2020
3.04$ 2.76 0.00%
19Y 3.09 11/2004
10/2023
1.78$ 4.34 2.24$ 5.28 2.65$ 5.67 2.85$ 6.27 08/2001
07/2020
3.17$ 3.30 0.00%
20Y 3.27 11/2003
10/2023
1.90$ 4.39 2.36$ 5.15 2.73$ 5.61 2.97$ 5.95 01/2001
12/2020
3.17$ 3.42 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -17.29 11/2021
10/2022
0.82$ -0.12 0.99$ 8.40 1.08$ 17.47 1.17$ 44.89 02/1979
01/1980
1.44$ 0.01 15.19%
2Y -7.60 11/2021
10/2023
0.85$ 1.91 1.03$ 8.31 1.17$ 14.43 1.30$ 30.21 02/1978
01/1980
1.69$ -3.13 6.68%
3Y -3.66 10/2020
09/2023
0.89$ 3.33 1.10$ 8.38 1.27$ 13.42 1.45$ 23.78 02/1977
01/1980
1.89$ -2.57 3.51%
4Y -0.41 02/2012
01/2016
0.98$ 3.63 1.15$ 8.93 1.40$ 12.85 1.62$ 21.13 09/1976
08/1980
2.15$ 0.94 0.38%
5Y 1.23 02/2012
01/2017
1.06$ 3.56 1.19$ 8.84 1.52$ 12.31 1.78$ 16.62 01/1976
12/1980
2.15$ 3.10 0.00%
6Y 1.39 11/2012
10/2018
1.08$ 4.30 1.28$ 9.23 1.69$ 11.64 1.93$ 14.71 02/1977
01/1983
2.27$ 2.34 0.00%
7Y 1.86 11/2011
10/2018
1.13$ 4.50 1.36$ 9.36 1.87$ 11.73 2.17$ 14.26 06/1976
05/1983
2.54$ 3.50 0.00%
8Y 2.36 11/2014
10/2022
1.20$ 4.81 1.45$ 8.80 1.96$ 11.79 2.43$ 14.04 12/1978
11/1986
2.86$ 4.06 0.00%
9Y 2.41 11/2013
10/2022
1.23$ 4.87 1.53$ 8.82 2.13$ 11.52 2.66$ 14.03 09/1977
08/1986
3.25$ 2.67 0.00%
10Y 1.78 10/2012
09/2022
1.19$ 5.66 1.73$ 8.55 2.27$ 11.41 2.94$ 14.32 09/1976
08/1986
3.81$ 3.39 0.00%
11Y 1.90 10/2012
09/2023
1.22$ 6.18 1.93$ 8.31 2.40$ 11.19 3.21$ 13.46 09/1976
08/1987
4.00$ 2.64 0.00%
12Y 2.20 11/2011
10/2023
1.29$ 6.64 2.16$ 8.17 2.56$ 10.80 3.42$ 12.38 02/1982
01/1994
4.05$ 2.55 0.00%
13Y 2.95 11/2010
10/2023
1.45$ 6.83 2.36$ 8.21 2.79$ 10.67 3.73$ 12.32 09/1976
08/1989
4.52$ 3.64 0.00%
14Y 3.90 10/2009
09/2023
1.70$ 7.03 2.58$ 8.26 3.03$ 10.63 4.11$ 12.24 02/1978
01/1992
5.03$ 4.30 0.00%
15Y 4.14 11/2007
10/2022
1.83$ 7.16 2.82$ 8.44 3.37$ 10.26 4.32$ 12.31 01/1979
12/1993
5.70$ 5.10 0.00%
16Y 4.08 11/2007
10/2023
1.89$ 7.45 3.15$ 8.39 3.63$ 10.01 4.60$ 12.45 02/1978
01/1994
6.53$ 4.43 0.00%
17Y 4.93 11/2006
10/2023
2.26$ 7.66 3.50$ 8.29 3.87$ 9.49 4.66$ 12.54 09/1976
08/1993
7.45$ 5.15 0.00%
18Y 5.31 02/2006
01/2024
2.53$ 7.61 3.74$ 8.34 4.22$ 9.41 5.04$ 12.20 01/1976
12/1993
7.94$ 5.31 0.00%
19Y 5.71 11/2004
10/2023
2.87$ 7.52 3.96$ 8.27 4.52$ 9.29 5.40$ 11.77 09/1976
08/1995
8.28$ 5.94 0.00%
20Y 5.93 11/2003
10/2023
3.16$ 7.35 4.13$ 8.44 5.05$ 9.26 5.87$ 11.43 02/1976
01/1996
8.71$ 6.08 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -23.24 11/2021
10/2022
0.76$ -3.63 0.96$ 5.10 1.05$ 13.56 1.13$ 35.22 07/1982
06/1983
1.35$ -3.01 27.39%
2Y -14.74 07/1980
06/1982
0.72$ -0.20 0.99$ 4.60 1.09$ 10.43 1.21$ 20.06 03/1985
02/1987
1.44$ -7.50 16.25%
3Y -8.89 10/2020
09/2023
0.75$ 0.77 1.02$ 4.68 1.14$ 9.43 1.31$ 15.95 11/2008
10/2011
1.55$ -7.79 11.07%
4Y -4.64 11/2019
10/2023
0.82$ 0.89 1.03$ 5.00 1.21$ 8.87 1.40$ 15.16 07/1982
06/1986
1.75$ -3.48 8.30%
5Y -2.46 11/2017
10/2022
0.88$ 1.29 1.06$ 5.07 1.28$ 8.62 1.51$ 12.37 08/1982
07/1987
1.79$ -1.02 4.44%
6Y -2.06 11/2017
10/2023
0.88$ 1.89 1.11$ 4.96 1.33$ 7.94 1.58$ 10.06 07/1982
06/1988
1.77$ -1.32 3.56%
7Y -1.60 10/2016
09/2023
0.89$ 2.21 1.16$ 5.29 1.43$ 7.63 1.67$ 9.73 09/2004
08/2011
1.91$ 0.01 1.82%
8Y -0.50 11/2014
10/2022
0.96$ 2.71 1.23$ 5.19 1.49$ 7.72 1.81$ 9.83 05/2003
04/2011
2.11$ 0.67 1.66%
9Y -0.44 11/2014
10/2023
0.96$ 2.96 1.30$ 5.27 1.58$ 7.34 1.89$ 9.65 03/2003
02/2012
2.29$ -0.44 1.28%
10Y -0.72 10/2012
09/2022
0.93$ 3.50 1.41$ 5.11 1.64$ 7.26 2.01$ 9.19 12/2001
11/2011
2.40$ 0.59 1.75%
11Y -0.71 10/2012
09/2023
0.92$ 3.82 1.50$ 5.08 1.72$ 7.25 2.16$ 9.04 08/1982
07/1993
2.59$ -0.03 1.79%
12Y -0.36 11/2011
10/2023
0.95$ 4.11 1.62$ 5.16 1.82$ 7.15 2.29$ 8.46 07/1982
06/1994
2.64$ -0.04 0.92%
13Y 0.30 11/2010
10/2023
1.03$ 4.26 1.72$ 5.26 1.94$ 6.74 2.33$ 8.21 07/1982
06/1995
2.78$ 0.99 0.00%
14Y 1.32 10/2009
09/2023
1.20$ 4.55 1.86$ 5.36 2.07$ 6.46 2.40$ 7.92 07/1982
06/1996
2.90$ 1.70 0.00%
15Y 1.72 11/2007
10/2022
1.29$ 4.54 1.94$ 5.58 2.25$ 6.28 2.49$ 7.51 07/1982
06/1997
2.96$ 2.48 0.00%
16Y 1.61 11/2007
10/2023
1.29$ 4.85 2.13$ 5.60 2.38$ 6.10 2.57$ 6.94 07/1982
06/1998
2.92$ 1.99 0.00%
17Y 2.36 11/2006
10/2023
1.48$ 4.81 2.22$ 5.54 2.49$ 5.96 2.67$ 6.61 11/1990
10/2007
2.96$ 2.59 0.00%
18Y 2.76 02/2006
01/2024
1.63$ 4.71 2.29$ 5.52 2.63$ 5.94 2.82$ 6.51 07/1982
06/2000
3.10$ 2.76 0.00%
19Y 3.09 11/2004
10/2023
1.78$ 4.82 2.44$ 5.42 2.72$ 5.95 2.99$ 6.41 12/1990
11/2009
3.25$ 3.30 0.00%
20Y 3.27 11/2003
10/2023
1.90$ 4.75 2.52$ 5.35 2.83$ 5.90 3.14$ 6.74 11/1990
10/2010
3.68$ 3.42 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.40% +44.89%
Feb 1979 - Jan 1980
-17.29%
Nov 2021 - Oct 2022
15.19%
86 out of 566
US Inflation Adjusted +5.10% +35.22%
Jul 1982 - Jun 1983
-23.24%
Nov 2021 - Oct 2022
27.39%
155 out of 566
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.31% +30.21%
Feb 1978 - Jan 1980
-7.60%
Nov 2021 - Oct 2023
6.68%
37 out of 554
US Inflation Adjusted +4.60% +20.06%
Mar 1985 - Feb 1987
-14.74%
Jul 1980 - Jun 1982
16.25%
90 out of 554
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.38% +23.78%
Feb 1977 - Jan 1980
-3.66%
Oct 2020 - Sep 2023
3.51%
19 out of 542
US Inflation Adjusted +4.68% +15.95%
Nov 2008 - Oct 2011
-8.89%
Oct 2020 - Sep 2023
11.07%
60 out of 542
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.93% +21.13%
Sep 1976 - Aug 1980
-0.41%
Feb 2012 - Jan 2016
0.38%
2 out of 530
US Inflation Adjusted +5.00% +15.16%
Jul 1982 - Jun 1986
-4.64%
Nov 2019 - Oct 2023
8.30%
44 out of 530
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.84% +16.62%
Jan 1976 - Dec 1980
+1.23%
Feb 2012 - Jan 2017
0.00%
0 out of 518
US Inflation Adjusted +5.07% +12.37%
Aug 1982 - Jul 1987
-2.46%
Nov 2017 - Oct 2022
4.44%
23 out of 518
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.23% +14.71%
Feb 1977 - Jan 1983
+1.39%
Nov 2012 - Oct 2018
0.00%
0 out of 506
US Inflation Adjusted +4.96% +10.06%
Jul 1982 - Jun 1988
-2.06%
Nov 2017 - Oct 2023
3.56%
18 out of 506
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.36% +14.26%
Jun 1976 - May 1983
+1.86%
Nov 2011 - Oct 2018
0.00%
0 out of 494
US Inflation Adjusted +5.29% +9.73%
Sep 2004 - Aug 2011
-1.60%
Oct 2016 - Sep 2023
1.82%
9 out of 494
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.80% +14.04%
Dec 1978 - Nov 1986
+2.36%
Nov 2014 - Oct 2022
0.00%
0 out of 482
US Inflation Adjusted +5.19% +9.83%
May 2003 - Apr 2011
-0.50%
Nov 2014 - Oct 2022
1.66%
8 out of 482
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.82% +14.03%
Sep 1977 - Aug 1986
+2.41%
Nov 2013 - Oct 2022
0.00%
0 out of 470
US Inflation Adjusted +5.27% +9.65%
Mar 2003 - Feb 2012
-0.44%
Nov 2014 - Oct 2023
1.28%
6 out of 470
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.55% +14.32%
Sep 1976 - Aug 1986
+1.78%
Oct 2012 - Sep 2022
0.00%
0 out of 458
US Inflation Adjusted +5.11% +9.19%
Dec 2001 - Nov 2011
-0.72%
Oct 2012 - Sep 2022
1.75%
8 out of 458
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.31% +13.46%
Sep 1976 - Aug 1987
+1.90%
Oct 2012 - Sep 2023
0.00%
0 out of 446
US Inflation Adjusted +5.08% +9.04%
Aug 1982 - Jul 1993
-0.71%
Oct 2012 - Sep 2023
1.79%
8 out of 446
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.17% +12.38%
Feb 1982 - Jan 1994
+2.20%
Nov 2011 - Oct 2023
0.00%
0 out of 434
US Inflation Adjusted +5.16% +8.46%
Jul 1982 - Jun 1994
-0.36%
Nov 2011 - Oct 2023
0.92%
4 out of 434
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.21% +12.32%
Sep 1976 - Aug 1989
+2.95%
Nov 2010 - Oct 2023
0.00%
0 out of 422
US Inflation Adjusted +5.26% +8.21%
Jul 1982 - Jun 1995
+0.30%
Nov 2010 - Oct 2023
0.00%
0 out of 422
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.26% +12.24%
Feb 1978 - Jan 1992
+3.90%
Oct 2009 - Sep 2023
0.00%
0 out of 410
US Inflation Adjusted +5.36% +7.92%
Jul 1982 - Jun 1996
+1.32%
Oct 2009 - Sep 2023
0.00%
0 out of 410
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.44% +12.31%
Jan 1979 - Dec 1993
+4.14%
Nov 2007 - Oct 2022
0.00%
0 out of 398
US Inflation Adjusted +5.58% +7.51%
Jul 1982 - Jun 1997
+1.72%
Nov 2007 - Oct 2022
0.00%
0 out of 398
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.39% +12.45%
Feb 1978 - Jan 1994
+4.08%
Nov 2007 - Oct 2023
0.00%
0 out of 386
US Inflation Adjusted +5.60% +6.94%
Jul 1982 - Jun 1998
+1.61%
Nov 2007 - Oct 2023
0.00%
0 out of 386
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.29% +12.54%
Sep 1976 - Aug 1993
+4.93%
Nov 2006 - Oct 2023
0.00%
0 out of 374
US Inflation Adjusted +5.54% +6.61%
Nov 1990 - Oct 2007
+2.36%
Nov 2006 - Oct 2023
0.00%
0 out of 374
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.34% +12.20%
Jan 1976 - Dec 1993
+5.31%
Feb 2006 - Jan 2024
0.00%
0 out of 362
US Inflation Adjusted +5.52% +6.51%
Jul 1982 - Jun 2000
+2.76%
Feb 2006 - Jan 2024
0.00%
0 out of 362
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.27% +11.77%
Sep 1976 - Aug 1995
+5.71%
Nov 2004 - Oct 2023
0.00%
0 out of 350
US Inflation Adjusted +5.42% +6.41%
Dec 1990 - Nov 2009
+3.09%
Nov 2004 - Oct 2023
0.00%
0 out of 350
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.44% +11.43%
Feb 1976 - Jan 1996
+5.93%
Nov 2003 - Oct 2023
0.00%
0 out of 338
US Inflation Adjusted +5.35% +6.74%
Nov 1990 - Oct 2010
+3.27%
Nov 2003 - Oct 2023
0.00%
0 out of 338
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 Paul Boyer Portfolio: ETF allocation and returns page.