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

Simulation Settings
Period: January 1985 - January 2025 (~40 years)
Rebalancing: at every Jan 1st
Currency: EUR
Inflation: Eurozone
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When holding the Aim Ways Shield Strategy To EUR Bond Hedged Portfolio, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~40 years), the longest duration with a negative return was 103 months (from September 2000 to March 2009).

This indicates that, within the same timeframe, any rolling period of 104 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.

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.

AIM WAYS SHIELD STRATEGY TO EUR BOND HEDGED PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 January 1985 - 31 January 2025 (~40 years)

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As of Jan 31, 2025, the annualized return of the previous 10 years has been 8.91%.

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
Time Period: 1 February 1995 - 31 January 2025 (30 Years)
Time Period: 1 January 1985 - 31 January 2025 (~40 years)
Eurozone Inflation Adjusted:

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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.

AIM WAYS SHIELD STRATEGY TO EUR BOND HEDGED PORTFOLIO
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 31 January 2025 (~40 years)
Eurozone Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-16.46%
Sep 2000 - Aug 2001
+9.01% +39.43%
Aug 1996 - Jul 1997
20.00%
94 out of 470
-19.67%
Jan 2022 - Dec 2022
+6.80% +37.39%
Aug 1996 - Jul 1997
24.26%
114 out of 470
-12.03%
Sep 2000 - Aug 2002
+8.34% +32.38%
Sep 1998 - Aug 2000
8.73%
40 out of 458
-13.96%
Sep 2000 - Aug 2002
+6.05% +30.33%
Sep 1998 - Aug 2000
18.56%
85 out of 458
-7.40%
Apr 2000 - Mar 2003
+8.46% +25.37%
Apr 1997 - Mar 2000
6.50%
29 out of 446
-9.54%
Apr 2000 - Mar 2003
+6.05% +23.72%
Apr 1997 - Mar 2000
12.33%
55 out of 446
-3.66%
Sep 2000 - Aug 2004
+8.98% +23.77%
Sep 1996 - Aug 2000
3.46%
15 out of 434
-5.75%
Sep 2000 - Aug 2004
+6.64% +21.95%
Sep 1996 - Aug 2000
6.68%
29 out of 434
-1.89%
Apr 2000 - Mar 2005
+8.87% +22.45%
Apr 1995 - Mar 2000
2.13%
9 out of 422
-4.00%
Apr 2000 - Mar 2005
+6.71% +20.51%
Apr 1995 - Mar 2000
3.79%
16 out of 422
-0.10%
Sep 2000 - Aug 2006
+8.68% +19.32%
Nov 1994 - Oct 2000
0.24%
1 out of 410
-2.27%
Sep 2000 - Aug 2006
+6.34% +17.25%
Nov 1994 - Oct 2000
2.93%
12 out of 410
+0.75%
Sep 2000 - Aug 2007
+8.71% +17.15%
May 1993 - Apr 2000
0.00%
0 out of 398
-1.37%
Sep 2000 - Aug 2007
+6.51% +14.95%
May 1993 - Apr 2000
4.77%
19 out of 398
-0.16%
Nov 2000 - Oct 2008
+8.84% +18.42%
Sep 1992 - Aug 2000
0.26%
1 out of 386
-2.44%
Nov 2000 - Oct 2008
+6.76% +16.00%
Sep 1992 - Aug 2000
4.40%
17 out of 386
+0.29%
Apr 2000 - Mar 2009
+8.84% +17.35%
Jan 1991 - Dec 1999
0.00%
0 out of 374
-1.80%
Apr 2000 - Mar 2009
+6.76% +14.55%
Jan 1991 - Dec 1999
3.48%
13 out of 374
+2.75%
Mar 2000 - Feb 2010
+8.96% +17.29%
Nov 1990 - Oct 2000
0.00%
0 out of 362
+0.69%
Jan 2000 - Dec 2009
+6.95% +14.55%
Nov 1990 - Oct 2000
0.00%
0 out of 362
+3.18%
Sep 2000 - Aug 2011
+8.81% +14.81%
Mar 1989 - Feb 2000
0.00%
0 out of 350
+1.08%
Sep 2000 - Aug 2011
+6.93% +11.95%
Mar 1989 - Feb 2000
0.00%
0 out of 350
+4.39%
Apr 2000 - Mar 2012
+8.83% +14.53%
Apr 1988 - Mar 2000
0.00%
0 out of 338
+2.17%
Apr 2000 - Mar 2012
+6.81% +11.66%
Apr 1988 - Mar 2000
0.00%
0 out of 338
+4.06%
Sep 2000 - Aug 2013
+8.73% +13.71%
Nov 1987 - Oct 2000
0.00%
0 out of 326
+1.96%
Sep 2000 - Aug 2013
+6.82% +10.90%
Nov 1987 - Oct 2000
0.00%
0 out of 326
+4.51%
Apr 2000 - Mar 2014
+8.80% +12.50%
Sep 1986 - Aug 2000
0.00%
0 out of 314
+2.44%
Apr 2000 - Mar 2014
+6.81% +10.00%
Mar 1986 - Feb 2000
0.00%
0 out of 314
+5.05%
Sep 2000 - Aug 2015
+8.65% +12.29%
Oct 1985 - Sep 2000
0.00%
0 out of 302
+3.18%
Sep 2000 - Aug 2015
+6.62% +9.86%
Oct 1985 - Sep 2000
0.00%
0 out of 302
+5.39%
Apr 2000 - Mar 2016
+8.64% +10.90%
Jan 1985 - Dec 2000
0.00%
0 out of 290
+3.57%
Apr 2000 - Mar 2016
+6.50% +8.53%
Jan 1985 - Dec 2000
0.00%
0 out of 290
+5.33%
Sep 2000 - Aug 2017
+8.52% +10.58%
Nov 1990 - Oct 2007
0.00%
0 out of 278
+3.57%
Sep 2000 - Aug 2017
+6.34% +8.08%
Nov 1990 - Oct 2007
0.00%
0 out of 278
+5.33%
Apr 2000 - Mar 2018
+8.53% +10.15%
Dec 1987 - Nov 2005
0.00%
0 out of 266
+3.54%
Apr 2000 - Mar 2018
+6.28% +7.51%
Dec 1987 - Nov 2005
0.00%
0 out of 266
+5.53%
Jan 2000 - Dec 2018
+8.63% +9.82%
Dec 1987 - Nov 2006
0.00%
0 out of 254
+3.73%
Jan 2000 - Dec 2018
+6.37% +7.23%
Dec 1987 - Nov 2006
0.00%
0 out of 254
+5.80%
Apr 2000 - Mar 2020
+8.38% +10.19%
Nov 1990 - Oct 2010
0.00%
0 out of 242
+4.08%
Apr 2000 - Mar 2020
+6.14% +7.80%
Nov 1990 - Oct 2010
0.00%
0 out of 242
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