Consolidated Returns as of 30 June 2024
Holding the Aim Ways Shield 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 44 months (from February 1999 to September 2002).
This means that every rolling period of 45 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Aim Ways Shield 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
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The annualized return of the last 10 years has been 8.24% (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 | +10.39% |
+30.65%
Mar 2009 - Feb 2010 |
-18.89%
Nov 2007 - Oct 2008 |
14.90%
69 out of 463 |
US Inflation Adjusted | +7.34% |
+27.90%
Mar 2009 - Feb 2010 |
-22.10%
Nov 2021 - Oct 2022 |
19.65%
91 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.98% |
+24.40%
Mar 2009 - Feb 2011 |
-9.25%
Sep 2000 - Aug 2002 |
7.98%
36 out of 451 |
US Inflation Adjusted | +6.32% |
+21.80%
Mar 2009 - Feb 2011 |
-11.23%
Sep 2000 - Aug 2002 |
13.97%
63 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.95% |
+20.42%
Apr 1997 - Mar 2000 |
-5.00%
Apr 2000 - Mar 2003 |
2.73%
12 out of 439 |
US Inflation Adjusted | +5.99% |
+17.73%
Apr 1997 - Mar 2000 |
-7.28%
Apr 2000 - Mar 2003 |
10.71%
47 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.17% |
+18.55%
Feb 1995 - Jan 1999 |
+0.99%
Sep 2000 - Aug 2004 |
0.00%
0 out of 427 |
US Inflation Adjusted | +6.16% |
+15.90%
Feb 1995 - Jan 1999 |
-1.57%
Apr 1999 - Mar 2003 |
3.75%
16 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.99% |
+18.35%
Jan 1995 - Dec 1999 |
+1.81%
Apr 2000 - Mar 2005 |
0.00%
0 out of 415 |
US Inflation Adjusted | +6.08% |
+15.60%
Jan 1995 - Dec 1999 |
-0.63%
Apr 2000 - Mar 2005 |
0.48%
2 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.81% |
+16.08%
Apr 1994 - Mar 2000 |
+3.57%
Apr 2000 - Mar 2006 |
0.00%
0 out of 403 |
US Inflation Adjusted | +6.16% |
+13.20%
Apr 1994 - Mar 2000 |
+0.86%
Jan 2000 - Dec 2005 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.82% |
+14.52%
Apr 1993 - Mar 2000 |
+4.31%
Apr 2000 - Mar 2007 |
0.00%
0 out of 391 |
US Inflation Adjusted | +6.32% |
+11.66%
Apr 1993 - Mar 2000 |
+1.62%
Apr 2000 - Mar 2007 |
0.00%
0 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.91% |
+14.13%
Apr 1992 - Mar 2000 |
+3.08%
Nov 2000 - Oct 2008 |
0.00%
0 out of 379 |
US Inflation Adjusted | +6.44% |
+11.22%
Apr 1992 - Mar 2000 |
+0.27%
Nov 2000 - Oct 2008 |
0.00%
0 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.89% |
+14.26%
Jan 1991 - Dec 1999 |
+2.56%
Mar 2000 - Feb 2009 |
0.00%
0 out of 367 |
US Inflation Adjusted | +6.38% |
+11.39%
Jan 1991 - Dec 1999 |
+0.03%
Mar 2000 - Feb 2009 |
0.00%
0 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.93% |
+13.74%
Sep 1990 - Aug 2000 |
+4.37%
Mar 1999 - Feb 2009 |
0.00%
0 out of 355 |
US Inflation Adjusted | +6.38% |
+10.69%
Sep 1990 - Aug 2000 |
+1.74%
Mar 1999 - Feb 2009 |
0.00%
0 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.92% |
+13.40%
Apr 1989 - Mar 2000 |
+5.43%
Mar 1998 - Feb 2009 |
0.00%
0 out of 343 |
US Inflation Adjusted | +6.43% |
+9.99%
Apr 1989 - Mar 2000 |
+2.85%
Mar 1998 - Feb 2009 |
0.00%
0 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.92% |
+12.73%
Sep 1988 - Aug 2000 |
+6.18%
Jan 2000 - Dec 2011 |
0.00%
0 out of 331 |
US Inflation Adjusted | +6.39% |
+9.34%
Dec 2008 - Nov 2020 |
+3.59%
Jan 2000 - Dec 2011 |
0.00%
0 out of 331 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.76% |
+12.25%
Jan 1987 - Dec 1999 |
+6.27%
Jul 2000 - Jun 2013 |
0.00%
0 out of 319 |
US Inflation Adjusted | +6.42% |
+9.24%
Nov 2008 - Oct 2021 |
+3.85%
Jul 2000 - Jun 2013 |
0.00%
0 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.87% |
+12.72%
Jan 1985 - Dec 1998 |
+6.50%
Apr 2000 - Mar 2014 |
0.00%
0 out of 307 |
US Inflation Adjusted | +6.29% |
+9.21%
Jan 1985 - Dec 1998 |
+4.07%
Apr 2000 - Mar 2014 |
0.00%
0 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.93% |
+13.21%
Jan 1985 - Dec 1999 |
+6.31%
Sep 2000 - Aug 2015 |
0.00%
0 out of 295 |
US Inflation Adjusted | +6.29% |
+9.72%
Jan 1985 - Dec 1999 |
+4.06%
Sep 2000 - Aug 2015 |
0.00%
0 out of 295 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.78% |
+12.04%
Jan 1985 - Dec 2000 |
+6.29%
Jan 2000 - Dec 2015 |
0.00%
0 out of 283 |
US Inflation Adjusted | +6.22% |
+8.56%
Jan 1985 - Dec 2000 |
+4.04%
Jan 2000 - Dec 2015 |
0.00%
0 out of 283 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.88% |
+10.97%
Jan 1985 - Dec 2001 |
+6.35%
Jan 2000 - Dec 2016 |
0.00%
0 out of 271 |
US Inflation Adjusted | +6.17% |
+7.70%
Nov 1990 - Oct 2007 |
+4.11%
Jan 2000 - Dec 2016 |
0.00%
0 out of 271 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.83% |
+10.33%
Oct 1985 - Sep 2003 |
+6.57%
Apr 2000 - Mar 2018 |
0.00%
0 out of 259 |
US Inflation Adjusted | +6.22% |
+7.57%
Sep 2002 - Aug 2020 |
+4.36%
Apr 2000 - Mar 2018 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.98% |
+10.78%
Jan 1985 - Dec 2003 |
+6.34%
Jan 2000 - Dec 2018 |
0.00%
0 out of 247 |
US Inflation Adjusted | +6.28% |
+7.54%
Jan 1985 - Dec 2003 |
+4.10%
Jan 2000 - Dec 2018 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.85% |
+10.61%
Jan 1985 - Dec 2004 |
+6.58%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
US Inflation Adjusted | +6.13% |
+7.36%
Jan 1985 - Dec 2004 |
+4.41%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the Aim Ways Shield Strategy Portfolio: ETF allocation and returns page.