Consolidated Returns as of 30 June 2024
Holding the Pinwheel To EUR Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~49 years), the longest period with a negative return lasted 107 months (from May 2000 to March 2009).
This means that every rolling period of 108 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Pinwheel To EUR 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
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The annualized return of the last 10 years has been 8.02% (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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.84% |
+53.67%
Aug 1982 - Jul 1983 |
-26.90%
Apr 2002 - Mar 2003 |
22.24%
127 out of 571 |
Euro Inflation Adjusted | +6.55% |
+49.40%
Aug 1982 - Jul 1983 |
-28.59%
Apr 2002 - Mar 2003 |
26.97%
154 out of 571 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.67% |
+32.83%
Feb 1982 - Jan 1984 |
-14.44%
Apr 2007 - Mar 2009 |
14.31%
80 out of 559 |
Euro Inflation Adjusted | +7.40% |
+28.51%
Feb 1982 - Jan 1984 |
-16.20%
Mar 2007 - Feb 2009 |
19.50%
109 out of 559 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.41% |
+31.03%
Jun 1982 - May 1985 |
-9.02%
Apr 2006 - Mar 2009 |
10.60%
58 out of 547 |
Euro Inflation Adjusted | +7.03% |
+27.39%
Jun 1982 - May 1985 |
-10.83%
Apr 2006 - Mar 2009 |
13.71%
75 out of 547 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.01% |
+26.07%
Aug 1979 - Jul 1983 |
-2.66%
Nov 2000 - Oct 2004 |
4.11%
22 out of 535 |
Euro Inflation Adjusted | +7.08% |
+21.10%
Mar 1981 - Feb 1985 |
-4.78%
Nov 2000 - Oct 2004 |
8.97%
48 out of 535 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+26.17%
Dec 1978 - Nov 1983 |
-0.12%
May 2000 - Apr 2005 |
0.19%
1 out of 523 |
Euro Inflation Adjusted | +6.31% |
+21.14%
Apr 1980 - Mar 1985 |
-2.32%
May 2000 - Apr 2005 |
3.82%
20 out of 523 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.27% |
+25.57%
Mar 1979 - Feb 1985 |
+0.49%
Feb 1985 - Jan 1991 |
0.00%
0 out of 511 |
Euro Inflation Adjusted | +6.33% |
+20.27%
Mar 1979 - Feb 1985 |
-1.23%
Feb 1985 - Jan 1991 |
1.37%
7 out of 511 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.31% |
+23.79%
Mar 1978 - Feb 1985 |
-1.56%
Apr 2002 - Mar 2009 |
0.80%
4 out of 499 |
Euro Inflation Adjusted | +6.27% |
+18.82%
Mar 1978 - Feb 1985 |
-3.56%
Apr 2002 - Mar 2009 |
2.40%
12 out of 499 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.20% |
+20.47%
Mar 1977 - Feb 1985 |
-0.26%
Apr 2001 - Mar 2009 |
0.82%
4 out of 487 |
Euro Inflation Adjusted | +6.29% |
+15.89%
Apr 1978 - Mar 1986 |
-2.33%
Apr 2001 - Mar 2009 |
3.08%
15 out of 487 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.21% |
+18.95%
Mar 1976 - Feb 1985 |
+0.11%
Apr 2000 - Mar 2009 |
0.00%
0 out of 475 |
Euro Inflation Adjusted | +6.34% |
+14.39%
Jun 1976 - May 1985 |
-1.98%
Apr 2000 - Mar 2009 |
2.53%
12 out of 475 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.57% |
+17.42%
Jan 1976 - Dec 1985 |
+2.73%
Jul 1999 - Jun 2009 |
0.00%
0 out of 463 |
Euro Inflation Adjusted | +6.47% |
+13.29%
Jun 1976 - May 1986 |
+0.58%
Jul 1999 - Jun 2009 |
0.00%
0 out of 463 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.55% |
+15.89%
Oct 1978 - Sep 1989 |
+2.20%
Apr 1998 - Mar 2009 |
0.00%
0 out of 451 |
Euro Inflation Adjusted | +6.53% |
+12.51%
Oct 1978 - Sep 1989 |
+0.19%
Apr 1998 - Mar 2009 |
0.00%
0 out of 451 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.35% |
+14.73%
Sep 1977 - Aug 1989 |
+3.65%
Aug 1997 - Jul 2009 |
0.00%
0 out of 439 |
Euro Inflation Adjusted | +6.24% |
+11.45%
Sep 1977 - Aug 1989 |
+1.72%
Aug 1997 - Jul 2009 |
0.00%
0 out of 439 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.30% |
+14.52%
Sep 1976 - Aug 1989 |
+4.18%
Sep 2000 - Aug 2013 |
0.00%
0 out of 427 |
Euro Inflation Adjusted | +6.15% |
+11.18%
Sep 1976 - Aug 1989 |
+2.08%
Sep 2000 - Aug 2013 |
0.00%
0 out of 427 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.42% |
+14.34%
Nov 1979 - Oct 1993 |
+4.65%
May 2000 - Apr 2014 |
0.00%
0 out of 415 |
Euro Inflation Adjusted | +6.16% |
+10.92%
Nov 1979 - Oct 1993 |
+2.57%
May 2000 - Apr 2014 |
0.00%
0 out of 415 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.33% |
+14.93%
Jan 1979 - Dec 1993 |
+4.41%
Mar 1994 - Feb 2009 |
0.00%
0 out of 403 |
Euro Inflation Adjusted | +6.08% |
+11.37%
Jan 1979 - Dec 1993 |
+2.38%
Mar 1994 - Feb 2009 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.01% |
+14.49%
Feb 1978 - Jan 1994 |
+5.31%
Apr 2002 - Mar 2018 |
0.00%
0 out of 391 |
Euro Inflation Adjusted | +5.95% |
+11.01%
Feb 1978 - Jan 1994 |
+3.31%
Apr 1993 - Mar 2009 |
0.00%
0 out of 391 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.88% |
+13.61%
Feb 1977 - Jan 1994 |
+5.25%
Sep 2000 - Aug 2017 |
0.00%
0 out of 379 |
Euro Inflation Adjusted | +5.83% |
+10.17%
Feb 1977 - Jan 1994 |
+3.48%
Sep 2000 - Aug 2017 |
0.00%
0 out of 379 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.91% |
+13.70%
Jan 1976 - Dec 1993 |
+5.09%
Apr 2002 - Mar 2020 |
0.00%
0 out of 367 |
Euro Inflation Adjusted | +5.79% |
+10.28%
Aug 1979 - Jul 1997 |
+3.42%
Nov 2000 - Oct 2018 |
0.00%
0 out of 367 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.93% |
+13.55%
Oct 1978 - Sep 1997 |
+5.24%
Jun 2001 - May 2020 |
0.00%
0 out of 355 |
Euro Inflation Adjusted | +5.74% |
+10.24%
Oct 1978 - Sep 1997 |
+3.61%
Jun 2001 - May 2020 |
0.00%
0 out of 355 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.94% |
+13.31%
Mar 1978 - Feb 1998 |
+5.18%
Nov 2000 - Oct 2020 |
0.00%
0 out of 343 |
Euro Inflation Adjusted | +5.72% |
+10.30%
Apr 1980 - Mar 2000 |
+3.49%
Apr 2000 - Mar 2020 |
0.00%
0 out of 343 |
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To obtain comprehensive information, please consult the Pinwheel To EUR Portfolio: ETF allocation and returns page.