JL Collins Simple Path to Wealth Portfolio: Rolling Returns

Data Source: from January 1871 to February 2024 (~153 years)
Consolidated Returns as of 29 February 2024

Holding the JL Collins Simple Path to Wealth Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~153 years), the longest period with a negative return lasted 163 months (from December 1928 to June 1942).

This means that every rolling period of 164 months or above has always granted a positive return.

To obtain comprehensive information, please consult the JL Collins Simple Path to Wealth 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

JL COLLINS SIMPLE PATH TO WEALTH PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 9.41% (updated at Feb 29, 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.

JL COLLINS SIMPLE PATH TO WEALTH PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1871 - 29 February 2024 (~153 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 -32.25 03/2008
02/2009
0.67$ -4.78 0.95$ 11.72 1.11$ 21.30 1.21$ 44.15 04/2020
03/2021
1.44$ 22.21 18.91%
2Y -18.16 03/2007
02/2009
0.66$ -1.25 0.97$ 10.04 1.21$ 18.66 1.40$ 30.60 03/2009
02/2011
1.70$ 5.64 17.21%
3Y -9.99 04/2000
03/2003
0.72$ 0.46 1.01$ 9.60 1.31$ 16.03 1.56$ 25.25 04/1995
03/1998
1.96$ 6.66 14.46%
4Y -5.34 03/2005
02/2009
0.80$ 1.31 1.05$ 9.32 1.42$ 14.18 1.69$ 23.41 02/1995
01/1999
2.31$ 11.18 10.86%
5Y -3.08 03/2004
02/2009
0.85$ 2.36 1.12$ 8.58 1.50$ 13.87 1.91$ 22.05 01/1995
12/1999
2.70$ 10.62 1.66%
6Y 1.82 09/2000
08/2006
1.11$ 3.88 1.25$ 8.10 1.59$ 12.21 1.99$ 19.28 04/1994
03/2000
2.88$ 9.64 0.00%
7Y -0.47 03/2002
02/2009
0.96$ 4.62 1.37$ 7.53 1.66$ 11.32 2.11$ 14.49 07/1994
06/2001
2.57$ 10.01 0.36%
8Y -0.91 03/2001
02/2009
0.92$ 5.00 1.47$ 7.79 1.82$ 11.43 2.37$ 14.86 03/2009
02/2017
3.02$ 11.17 1.13%
9Y -1.69 03/2000
02/2009
0.85$ 5.27 1.58$ 7.92 1.98$ 10.95 2.54$ 14.57 03/2009
02/2018
3.40$ 9.16 1.98%
10Y 0.03 03/1999
02/2009
1.00$ 4.74 1.58$ 8.07 2.17$ 10.98 2.83$ 13.56 03/2009
02/2019
3.56$ 9.41 0.00%
11Y 1.08 03/1998
02/2009
1.12$ 3.75 1.49$ 8.04 2.34$ 10.50 2.99$ 13.23 09/2010
08/2021
3.92$ 10.38 0.00%
12Y 2.98 01/2000
12/2011
1.42$ 4.24 1.64$ 7.84 2.47$ 10.30 3.24$ 14.10 03/2009
02/2021
4.86$ 10.41 0.00%
13Y 3.73 01/2000
12/2012
1.61$ 4.77 1.83$ 7.92 2.69$ 10.09 3.48$ 13.68 03/2009
02/2022
5.29$ 10.03 0.00%
14Y 4.58 10/1997
09/2011
1.87$ 5.34 2.07$ 7.72 2.83$ 9.23 3.44$ 11.91 03/2009
02/2023
4.83$ 10.67 0.00%
15Y 5.00 09/2000
08/2015
2.07$ 5.83 2.33$ 7.42 2.92$ 8.90 3.59$ 12.57 03/2009
02/2024
5.90$ 12.57 0.00%
16Y 4.96 03/2000
02/2016
2.17$ 6.15 2.59$ 7.60 3.23$ 8.72 3.80$ 9.73 11/2005
10/2021
4.41$ 9.05 0.00%
17Y 5.41 02/1999
01/2016
2.45$ 6.25 2.80$ 7.68 3.51$ 8.75 4.16$ 9.71 09/2004
08/2021
4.83$ 8.43 0.00%
18Y 5.79 04/2000
03/2018
2.75$ 6.29 2.99$ 7.97 3.97$ 8.56 4.38$ 10.05 04/2003
03/2021
5.60$ 8.54 0.00%
19Y 5.49 01/2000
12/2018
2.76$ 6.49 3.30$ 7.97 4.29$ 8.87 5.02$ 10.13 01/2003
12/2021
6.25$ 8.54 0.00%
20Y 5.35 04/2000
03/2020
2.83$ 6.60 3.58$ 7.93 4.60$ 8.87 5.47$ 9.45 12/1994
11/2014
6.09$ 8.44 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 -32.25 03/2008
02/2009
0.67$ -7.32 0.92$ 9.81 1.09$ 18.42 1.18$ 40.47 04/2020
03/2021
1.40$ 18.98 22.06%
2Y -19.81 03/2007
02/2009
0.64$ -5.00 0.90$ 7.36 1.15$ 16.07 1.34$ 27.87 03/2009
02/2011
1.63$ 1.26 21.96%
3Y -12.15 04/2000
03/2003
0.67$ -1.70 0.94$ 7.27 1.23$ 13.29 1.45$ 22.41 04/1995
03/1998
1.83$ 1.08 18.77%
4Y -7.69 03/2005
02/2009
0.72$ -0.77 0.96$ 7.16 1.31$ 11.71 1.55$ 20.66 02/1995
01/1999
2.11$ 6.34 18.53%
5Y -5.57 03/2004
02/2009
0.75$ -0.05 0.99$ 6.27 1.35$ 11.45 1.71$ 19.22 01/1995
12/1999
2.40$ 6.27 15.61%
6Y -0.95 09/2000
08/2006
0.94$ 1.37 1.08$ 4.90 1.33$ 9.96 1.76$ 16.32 04/1994
03/2000
2.47$ 5.76 3.46%
7Y -2.97 03/2002
02/2009
0.80$ 1.96 1.14$ 5.03 1.40$ 9.40 1.87$ 12.41 03/2009
02/2016
2.26$ 6.33 2.89%
8Y -3.23 03/2001
02/2009
0.76$ 2.19 1.18$ 5.34 1.51$ 9.41 2.05$ 12.90 03/2009
02/2017
2.63$ 7.54 5.66%
9Y -4.11 03/2000
02/2009
0.68$ 2.74 1.27$ 5.44 1.61$ 8.87 2.14$ 12.55 03/2009
02/2018
2.89$ 5.88 5.53%
10Y -2.50 03/1999
02/2009
0.77$ 2.23 1.24$ 5.69 1.73$ 8.88 2.34$ 11.59 03/2009
02/2019
2.99$ 6.46 8.71%
11Y -1.40 03/1998
02/2009
0.85$ 1.22 1.14$ 5.96 1.88$ 7.82 2.28$ 11.06 03/2009
02/2020
3.17$ 7.56 3.49%
12Y 0.47 01/2000
12/2011
1.05$ 1.72 1.22$ 5.75 1.95$ 7.62 2.41$ 12.08 03/2009
02/2021
3.92$ 7.64 0.00%
13Y 1.25 01/2000
12/2012
1.17$ 2.35 1.35$ 5.78 2.07$ 7.47 2.54$ 11.16 03/2009
02/2022
3.95$ 7.24 0.00%
14Y 2.06 10/1997
09/2011
1.33$ 2.90 1.49$ 5.60 2.14$ 6.97 2.56$ 9.16 03/2009
02/2023
3.40$ 7.91 0.00%
15Y 2.78 09/2000
08/2015
1.50$ 3.41 1.65$ 5.01 2.08$ 6.64 2.62$ 9.79 03/2009
02/2024
4.05$ 9.79 0.00%
16Y 2.80 03/2000
02/2016
1.55$ 3.84 1.82$ 5.12 2.22$ 6.48 2.73$ 7.50 11/2005
10/2021
3.18$ 6.52 0.00%
17Y 3.16 02/1999
01/2016
1.69$ 3.96 1.93$ 5.22 2.37$ 6.55 2.93$ 7.38 09/2004
08/2021
3.35$ 5.80 0.00%
18Y 3.59 04/2000
03/2018
1.88$ 4.05 2.04$ 5.51 2.62$ 6.06 2.88$ 7.84 04/2003
03/2021
3.89$ 5.92 0.00%
19Y 3.27 01/2000
12/2018
1.84$ 4.28 2.21$ 5.41 2.71$ 6.34 3.21$ 7.69 10/2002
09/2021
4.08$ 5.85 0.00%
20Y 3.21 04/2000
03/2020
1.87$ 4.34 2.33$ 5.58 2.96$ 6.35 3.42$ 6.97 12/1994
11/2014
3.84$ 5.73 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 -54.20 07/1931
06/1932
0.45$ -5.12 0.94$ 9.40 1.09$ 23.34 1.23$ 109.11 07/1932
06/1933
2.09$ 22.21 24.36%
2Y -42.58 06/1930
05/1932
0.32$ -0.94 0.98$ 8.85 1.18$ 18.92 1.41$ 43.49 07/1932
06/1934
2.05$ 5.64 17.52%
3Y -32.34 07/1929
06/1932
0.30$ 0.98 1.02$ 8.70 1.28$ 16.24 1.57$ 34.94 03/1933
02/1936
2.45$ 6.66 12.65%
4Y -20.47 06/1928
05/1932
0.40$ 2.18 1.09$ 8.53 1.38$ 14.99 1.74$ 32.83 07/1932
06/1936
3.11$ 11.18 8.21%
5Y -12.63 06/1927
05/1932
0.50$ 2.62 1.13$ 8.61 1.51$ 14.52 1.97$ 28.33 06/1932
05/1937
3.48$ 10.62 4.95%
6Y -7.87 07/1926
06/1932
0.61$ 3.26 1.21$ 8.46 1.62$ 13.85 2.17$ 22.81 09/1923
08/1929
3.43$ 9.64 3.79%
7Y -4.94 07/1925
06/1932
0.70$ 3.91 1.30$ 8.30 1.74$ 13.28 2.39$ 19.66 04/1980
03/1987
3.51$ 10.01 2.17%
8Y -3.67 04/1930
03/1938
0.74$ 3.89 1.35$ 8.10 1.86$ 13.29 2.71$ 21.46 09/1921
08/1929
4.73$ 11.17 0.92%
9Y -3.07 04/1929
03/1938
0.75$ 4.40 1.47$ 8.01 2.00$ 13.07 3.01$ 17.88 09/1920
08/1929
4.39$ 9.16 1.16%
10Y -1.79 09/1929
08/1939
0.83$ 4.61 1.56$ 7.99 2.15$ 12.79 3.33$ 16.47 09/1977
08/1987
4.59$ 9.41 0.58%
11Y -1.43 09/1929
08/1940
0.85$ 4.70 1.65$ 8.00 2.33$ 12.83 3.77$ 15.88 08/1982
07/1993
5.05$ 10.38 0.41%
12Y -0.96 05/1930
04/1942
0.89$ 4.74 1.74$ 8.00 2.51$ 12.74 4.21$ 15.98 10/1974
09/1986
5.92$ 10.41 0.47%
13Y -1.41 09/1929
08/1942
0.83$ 5.04 1.89$ 7.92 2.69$ 12.46 4.60$ 16.79 10/1974
09/1987
7.52$ 10.03 0.53%
14Y 0.67 12/1928
11/1942
1.09$ 5.30 2.06$ 7.76 2.84$ 12.21 5.01$ 15.79 07/1984
06/1998
7.78$ 10.67 0.00%
15Y 1.52 09/1929
08/1944
1.25$ 5.50 2.23$ 7.76 3.06$ 11.99 5.46$ 16.43 08/1982
07/1997
9.79$ 12.57 0.00%
16Y 2.03 07/1916
06/1932
1.37$ 5.58 2.38$ 7.68 3.26$ 11.87 6.01$ 16.41 07/1982
06/1998
11.37$ 9.05 0.00%
17Y 2.82 07/1915
06/1932
1.60$ 5.61 2.53$ 7.70 3.52$ 11.63 6.49$ 16.35 07/1982
06/1999
13.12$ 8.43 0.00%
18Y 2.80 06/1914
05/1932
1.64$ 5.63 2.67$ 7.79 3.85$ 11.45 7.03$ 16.12 04/1982
03/2000
14.72$ 8.54 0.00%
19Y 2.84 06/1913
05/1932
1.70$ 5.83 2.93$ 7.76 4.13$ 11.34 7.69$ 15.55 04/1980
03/1999
15.57$ 8.54 0.00%
20Y 2.55 07/1912
06/1932
1.65$ 5.92 3.15$ 7.70 4.40$ 11.27 8.46$ 15.70 04/1980
03/2000
18.47$ 8.44 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 -49.15 07/1931
06/1932
0.50$ -8.14 0.91$ 7.30 1.07$ 21.74 1.21$ 123.93 07/1932
06/1933
2.23$ 18.98 29.89%
2Y -36.23 06/1930
05/1932
0.40$ -3.87 0.92$ 6.59 1.13$ 16.80 1.36$ 44.56 07/1932
06/1934
2.08$ 1.26 23.64%
3Y -26.97 07/1929
06/1932
0.38$ -1.21 0.96$ 6.45 1.20$ 14.06 1.48$ 31.25 03/1933
02/1936
2.26$ 1.08 18.58%
4Y -15.81 06/1928
05/1932
0.50$ -0.34 0.98$ 6.48 1.28$ 12.34 1.59$ 32.34 07/1932
06/1936
3.06$ 6.34 16.19%
5Y -10.45 01/1916
12/1920
0.57$ -0.04 0.99$ 6.51 1.37$ 12.08 1.76$ 27.05 06/1932
05/1937
3.31$ 6.27 15.18%
6Y -8.26 10/1968
09/1974
0.59$ 0.89 1.05$ 6.26 1.43$ 11.42 1.91$ 22.57 09/1923
08/1929
3.39$ 5.76 11.60%
7Y -6.34 10/1967
09/1974
0.63$ 1.57 1.11$ 6.01 1.50$ 11.04 2.08$ 19.55 09/1921
08/1928
3.48$ 6.33 9.91%
8Y -5.92 08/1912
07/1920
0.61$ 1.44 1.12$ 6.01 1.59$ 10.62 2.24$ 21.80 09/1921
08/1929
4.84$ 7.54 10.67%
9Y -5.90 07/1911
06/1920
0.57$ 1.50 1.14$ 6.19 1.71$ 10.38 2.43$ 19.99 09/1920
08/1929
5.15$ 5.88 9.76%
10Y -4.42 07/1911
06/1921
0.63$ 1.82 1.19$ 6.25 1.83$ 10.00 2.59$ 16.35 06/1920
05/1930
4.54$ 6.46 9.31%
11Y -3.55 08/1909
07/1920
0.67$ 1.34 1.15$ 6.44 1.98$ 9.79 2.79$ 14.40 09/1918
08/1929
4.39$ 7.56 7.44%
12Y -2.62 01/1909
12/1920
0.72$ 1.38 1.17$ 6.40 2.10$ 9.78 3.06$ 12.82 06/1949
05/1961
4.25$ 7.64 6.25%
13Y -1.71 10/1968
09/1981
0.79$ 1.80 1.26$ 6.30 2.21$ 9.53 3.26$ 12.45 12/1948
11/1961
4.59$ 7.24 5.82%
14Y -2.13 08/1906
07/1920
0.73$ 2.35 1.38$ 6.19 2.31$ 9.40 3.51$ 12.20 06/1932
05/1946
5.01$ 7.91 3.89%
15Y -1.97 01/1906
12/1920
0.74$ 2.63 1.47$ 6.12 2.43$ 9.16 3.72$ 12.63 08/1982
07/1997
5.95$ 9.79 2.29%
16Y -1.25 09/1905
08/1921
0.81$ 2.78 1.55$ 5.98 2.53$ 8.91 3.91$ 12.70 07/1982
06/1998
6.77$ 6.52 1.94%
17Y -0.41 06/1903
05/1920
0.93$ 2.96 1.64$ 5.81 2.61$ 8.87 4.23$ 12.73 07/1982
06/1999
7.66$ 5.80 0.73%
18Y -0.77 08/1902
07/1920
0.86$ 2.86 1.66$ 5.76 2.74$ 8.67 4.46$ 12.37 04/1982
03/2000
8.15$ 5.92 0.68%
19Y -1.06 07/1901
06/1920
0.81$ 2.88 1.71$ 5.86 2.95$ 8.28 4.53$ 11.51 10/1981
09/2000
7.93$ 5.85 1.12%
20Y -0.53 07/1901
06/1921
0.89$ 3.02 1.81$ 5.92 3.15$ 8.17 4.81$ 11.39 04/1980
03/2000
8.65$ 5.73 0.25%
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 +9.40% +109.11%
Jul 1932 - Jun 1933
-54.20%
Jul 1931 - Jun 1932
24.36%
445 out of 1827
US Inflation Adjusted +7.30% +123.93%
Jul 1932 - Jun 1933
-49.15%
Jul 1931 - Jun 1932
29.89%
546 out of 1827
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 +8.85% +43.49%
Jul 1932 - Jun 1934
-42.58%
Jun 1930 - May 1932
17.52%
318 out of 1815
US Inflation Adjusted +6.59% +44.56%
Jul 1932 - Jun 1934
-36.23%
Jun 1930 - May 1932
23.64%
429 out of 1815
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 +8.70% +34.94%
Mar 1933 - Feb 1936
-32.34%
Jul 1929 - Jun 1932
12.65%
228 out of 1803
US Inflation Adjusted +6.45% +31.25%
Mar 1933 - Feb 1936
-26.97%
Jul 1929 - Jun 1932
18.58%
335 out of 1803
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 +8.53% +32.83%
Jul 1932 - Jun 1936
-20.47%
Jun 1928 - May 1932
8.21%
147 out of 1791
US Inflation Adjusted +6.48% +32.34%
Jul 1932 - Jun 1936
-15.81%
Jun 1928 - May 1932
16.19%
290 out of 1791
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 +8.61% +28.33%
Jun 1932 - May 1937
-12.63%
Jun 1927 - May 1932
4.95%
88 out of 1779
US Inflation Adjusted +6.51% +27.05%
Jun 1932 - May 1937
-10.45%
Jan 1916 - Dec 1920
15.18%
270 out of 1779
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 +8.46% +22.81%
Sep 1923 - Aug 1929
-7.87%
Jul 1926 - Jun 1932
3.79%
67 out of 1767
US Inflation Adjusted +6.26% +22.57%
Sep 1923 - Aug 1929
-8.26%
Oct 1968 - Sep 1974
11.60%
205 out of 1767
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 +8.30% +19.66%
Apr 1980 - Mar 1987
-4.94%
Jul 1925 - Jun 1932
2.17%
38 out of 1755
US Inflation Adjusted +6.01% +19.55%
Sep 1921 - Aug 1928
-6.34%
Oct 1967 - Sep 1974
9.91%
174 out of 1755
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 +8.10% +21.46%
Sep 1921 - Aug 1929
-3.67%
Apr 1930 - Mar 1938
0.92%
16 out of 1743
US Inflation Adjusted +6.01% +21.80%
Sep 1921 - Aug 1929
-5.92%
Aug 1912 - Jul 1920
10.67%
186 out of 1743
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 +8.01% +17.88%
Sep 1920 - Aug 1929
-3.07%
Apr 1929 - Mar 1938
1.16%
20 out of 1731
US Inflation Adjusted +6.19% +19.99%
Sep 1920 - Aug 1929
-5.90%
Jul 1911 - Jun 1920
9.76%
169 out of 1731
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 +7.99% +16.47%
Sep 1977 - Aug 1987
-1.79%
Sep 1929 - Aug 1939
0.58%
10 out of 1719
US Inflation Adjusted +6.25% +16.35%
Jun 1920 - May 1930
-4.42%
Jul 1911 - Jun 1921
9.31%
160 out of 1719
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 +8.00% +15.88%
Aug 1982 - Jul 1993
-1.43%
Sep 1929 - Aug 1940
0.41%
7 out of 1707
US Inflation Adjusted +6.44% +14.40%
Sep 1918 - Aug 1929
-3.55%
Aug 1909 - Jul 1920
7.44%
127 out of 1707
11 Years Annualized Rolling Returns
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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution