Aim Ways Shield Strategy To EUR Bond Hedged Portfolio: Rolling Returns

Data Source: from January 1985 to May 2024 (~39 years)
Consolidated Returns as of 31 May 2024

Holding the Aim Ways Shield Strategy To EUR Bond Hedged Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~39 years), the longest period with a negative return lasted 103 months (from September 2000 to March 2009).

This means that every rolling period of 104 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Aim Ways Shield Strategy To EUR Bond Hedged 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 SHIELD STRATEGY TO EUR BOND HEDGED PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been 9.23% (updated at May 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.

AIM WAYS SHIELD STRATEGY TO EUR BOND HEDGED PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 January 1985 - 31 May 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.76% +39.43%
Aug 1996 - Jul 1997
-16.46%
Sep 2000 - Aug 2001
20.35%
94 out of 462
Euro Inflation Adjusted +6.41% +37.39%
Aug 1996 - Jul 1997
-19.67%
Jan 2022 - Dec 2022
24.68%
114 out of 462
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 +8.06% +32.38%
Sep 1998 - Aug 2000
-12.03%
Sep 2000 - Aug 2002
8.89%
40 out of 450
Euro Inflation Adjusted +5.78% +30.33%
Sep 1998 - Aug 2000
-13.96%
Sep 2000 - Aug 2002
18.89%
85 out of 450
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 +8.48% +25.37%
Apr 1997 - Mar 2000
-7.40%
Apr 2000 - Mar 2003
6.62%
29 out of 438
Euro Inflation Adjusted +6.12% +23.72%
Apr 1997 - Mar 2000
-9.54%
Apr 2000 - Mar 2003
12.56%
55 out of 438
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 +8.98% +23.77%
Sep 1996 - Aug 2000
-3.66%
Sep 2000 - Aug 2004
3.52%
15 out of 426
Euro Inflation Adjusted +6.79% +21.95%
Sep 1996 - Aug 2000
-5.75%
Sep 2000 - Aug 2004
6.81%
29 out of 426
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 +8.82% +22.45%
Apr 1995 - Mar 2000
-1.89%
Apr 2000 - Mar 2005
2.17%
9 out of 414
Euro Inflation Adjusted +6.89% +20.51%
Apr 1995 - Mar 2000
-4.00%
Apr 2000 - Mar 2005
3.86%
16 out of 414
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 +8.60% +19.32%
Nov 1994 - Oct 2000
-0.10%
Sep 2000 - Aug 2006
0.25%
1 out of 402
Euro Inflation Adjusted +6.27% +17.25%
Nov 1994 - Oct 2000
-2.27%
Sep 2000 - Aug 2006
2.99%
12 out of 402
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 +8.66% +17.15%
May 1993 - Apr 2000
+0.75%
Sep 2000 - Aug 2007
0.00%
0 out of 390
Euro Inflation Adjusted +6.51% +14.95%
May 1993 - Apr 2000
-1.37%
Sep 2000 - Aug 2007
4.87%
19 out of 390
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 +8.82% +18.42%
Sep 1992 - Aug 2000
-0.16%
Nov 2000 - Oct 2008
0.26%
1 out of 378
Euro Inflation Adjusted +6.90% +16.00%
Sep 1992 - Aug 2000
-2.44%
Nov 2000 - Oct 2008
4.50%
17 out of 378
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 +8.83% +17.35%
Jan 1991 - Dec 1999
+0.29%
Apr 2000 - Mar 2009
0.00%
0 out of 366
Euro Inflation Adjusted +6.90% +14.55%
Jan 1991 - Dec 1999
-1.80%
Apr 2000 - Mar 2009
3.55%
13 out of 366
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 +8.96% +17.29%
Nov 1990 - Oct 2000
+2.75%
Mar 2000 - Feb 2010
0.00%
0 out of 354
Euro Inflation Adjusted +7.02% +14.55%
Nov 1990 - Oct 2000
+0.69%
Jan 2000 - Dec 2009
0.00%
0 out of 354
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 +8.76% +14.81%
Mar 1989 - Feb 2000
+3.18%
Sep 2000 - Aug 2011
0.00%
0 out of 342
Euro Inflation Adjusted +6.86% +11.95%
Mar 1989 - Feb 2000
+1.08%
Sep 2000 - Aug 2011
0.00%
0 out of 342
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 +8.82% +14.53%
Apr 1988 - Mar 2000
+4.39%
Apr 2000 - Mar 2012
0.00%
0 out of 330
Euro Inflation Adjusted +6.81% +11.66%
Apr 1988 - Mar 2000
+2.17%
Apr 2000 - Mar 2012
0.00%
0 out of 330
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 +8.70% +13.71%
Nov 1987 - Oct 2000
+4.06%
Sep 2000 - Aug 2013
0.00%
0 out of 318
Euro Inflation Adjusted +6.80% +10.90%
Nov 1987 - Oct 2000
+1.96%
Sep 2000 - Aug 2013
0.00%
0 out of 318
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 +8.61% +12.50%
Sep 1986 - Aug 2000
+4.51%
Apr 2000 - Mar 2014
0.00%
0 out of 306
Euro Inflation Adjusted +6.79% +10.00%
Mar 1986 - Feb 2000
+2.44%
Apr 2000 - Mar 2014
0.00%
0 out of 306
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 +8.60% +12.29%
Oct 1985 - Sep 2000
+5.05%
Sep 2000 - Aug 2015
0.00%
0 out of 294
Euro Inflation Adjusted +6.55% +9.86%
Oct 1985 - Sep 2000
+3.18%
Sep 2000 - Aug 2015
0.00%
0 out of 294
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 +8.61% +10.90%
Jan 1985 - Dec 2000
+5.39%
Apr 2000 - Mar 2016
0.00%
0 out of 282
Euro Inflation Adjusted +6.45% +8.53%
Jan 1985 - Dec 2000
+3.57%
Apr 2000 - Mar 2016
0.00%
0 out of 282
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 +8.48% +10.58%
Nov 1990 - Oct 2007
+5.33%
Sep 2000 - Aug 2017
0.00%
0 out of 270
Euro Inflation Adjusted +6.32% +8.08%
Nov 1990 - Oct 2007
+3.57%
Sep 2000 - Aug 2017
0.00%
0 out of 270
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 +8.52% +10.15%
Dec 1987 - Nov 2005
+5.33%
Apr 2000 - Mar 2018
0.00%
0 out of 258
Euro Inflation Adjusted +6.27% +7.51%
Dec 1987 - Nov 2005
+3.54%
Apr 2000 - Mar 2018
0.00%
0 out of 258
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 +8.62% +9.82%
Dec 1987 - Nov 2006
+5.53%
Jan 2000 - Dec 2018
0.00%
0 out of 246
Euro Inflation Adjusted +6.34% +7.23%
Dec 1987 - Nov 2006
+3.73%
Jan 2000 - Dec 2018
0.00%
0 out of 246
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 +8.34% +10.19%
Nov 1990 - Oct 2010
+5.80%
Apr 2000 - Mar 2020
0.00%
0 out of 234
Euro Inflation Adjusted +6.10% +7.80%
Nov 1990 - Oct 2010
+4.08%
Apr 2000 - Mar 2020
0.00%
0 out of 234
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 Aim Ways Shield Strategy To EUR Bond Hedged Portfolio: ETF allocation and returns page.