Stocks/Bonds 40/60 2x Leveraged Portfolio: Rolling Returns

Data Source: from March 2010 to March 2024 (~14 years)
Consolidated Returns as of 31 March 2024

Holding the Stocks/Bonds 40/60 2x Leveraged Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~14 years), the longest period with a negative return lasted 50 months (from September 2019 to October 2023).

This means that every rolling period of 51 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Stocks/Bonds 40/60 2x Leveraged Portfolio: ETF allocation and returns page.

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.

STOCKS/BONDS 40/60 2X LEVERAGED PORTFOLIO

Annualized Rolling Returns

Annualized Rolling Returns - Inflation Adjusted

Data Source: 1 April 2014 - 31 March 2024 (10 Years)

Data Source: 1 March 2010 - 31 March 2024 (~14 years)

Inflation Adjusted:

Return Chart Capital Chart Table

Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+14.21%	+33.39% Jan 2019 - Dec 2019	-33.70% Jan 2022 - Dec 2022	13.92% 22 out of 158
US Inflation Adjusted	+11.67%	+30.36% Jan 2019 - Dec 2019	-37.70% Jan 2022 - Dec 2022	16.46% 26 out of 158

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	+12.74%	+26.47% Jan 2019 - Dec 2020	-18.20% Nov 2021 - Oct 2023	14.38% 21 out of 146
US Inflation Adjusted	+10.64%	+24.22% Jan 2019 - Dec 2020	-22.45% Nov 2021 - Oct 2023	16.44% 24 out of 146

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	+12.47%	+24.09% Jan 2019 - Dec 2021	-5.17% Nov 2020 - Oct 2023	10.45% 14 out of 134
US Inflation Adjusted	+10.67%	+19.81% Jan 2019 - Dec 2021	-10.30% Nov 2020 - Oct 2023	15.67% 21 out of 134

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	+12.48%	+21.06% Jul 2010 - Jun 2014	-0.98% Nov 2019 - Oct 2023	0.82% 1 out of 122
US Inflation Adjusted	+10.62%	+18.42% Jul 2010 - Jun 2014	-5.31% Nov 2019 - Oct 2023	9.02% 11 out of 122

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	+12.32%	+19.83% Mar 2010 - Feb 2015	+3.37% Oct 2018 - Sep 2023	0.00% 0 out of 110
US Inflation Adjusted	+10.29%	+17.93% Mar 2010 - Feb 2015	-0.64% Oct 2018 - Sep 2023	3.64% 4 out of 110

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	+11.88%	+17.34% Jul 2010 - Jun 2016	+2.98% Nov 2017 - Oct 2023	0.00% 0 out of 98
US Inflation Adjusted	+10.01%	+15.38% Jul 2010 - Jun 2016	-0.74% Nov 2017 - Oct 2023	1.02% 1 out of 98

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	+12.34%	+15.82% Jul 2010 - Jun 2017	+4.60% Nov 2016 - Oct 2023	0.00% 0 out of 86
US Inflation Adjusted	+10.38%	+13.90% Jul 2010 - Jun 2017	+1.06% Nov 2016 - Oct 2023	0.00% 0 out of 86

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	+12.84%	+15.25% Sep 2013 - Aug 2021	+4.91% Nov 2015 - Oct 2023	0.00% 0 out of 74
US Inflation Adjusted	+11.01%	+13.03% Sep 2013 - Aug 2021	+1.58% Nov 2015 - Oct 2023	0.00% 0 out of 74

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	+13.35%	+14.85% Jul 2010 - Jun 2019	+5.10% Nov 2014 - Oct 2023	0.00% 0 out of 62
US Inflation Adjusted	+11.26%	+12.81% Jul 2010 - Jun 2019	+2.12% Nov 2014 - Oct 2023	0.00% 0 out of 62

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	+12.48%	+15.14% Sep 2010 - Aug 2020	+6.53% Nov 2013 - Oct 2023	0.00% 0 out of 50
US Inflation Adjusted	+9.94%	+13.16% Sep 2010 - Aug 2020	+3.64% Nov 2013 - Oct 2023	0.00% 0 out of 50

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	+10.19%	+15.63% Jul 2010 - Jun 2021	+7.57% Nov 2012 - Oct 2023	0.00% 0 out of 38
US Inflation Adjusted	+7.49%	+13.34% Jul 2010 - Jun 2021	+4.84% Nov 2012 - Oct 2023	0.00% 0 out of 38

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	+9.98%	+14.47% Mar 2010 - Feb 2022	+8.45% Nov 2011 - Oct 2023	0.00% 0 out of 26
US Inflation Adjusted	+7.21%	+11.93% Mar 2010 - Feb 2022	+5.73% Nov 2011 - Oct 2023	0.00% 0 out of 26

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	+10.65%	+11.39% Jul 2010 - Jun 2023	+8.85% Nov 2010 - Oct 2023	0.00% 0 out of 14
US Inflation Adjusted	+7.82%	+8.55% Jul 2010 - Jun 2023	+6.05% Nov 2010 - Oct 2023	0.00% 0 out of 14

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	+11.27%	+11.28% Mar 2010 - Feb 2024	+11.27% Apr 2010 - Mar 2024	0.00% 0 out of 2
US Inflation Adjusted	+8.43%	+8.46% Mar 2010 - Feb 2024	+8.43% Apr 2010 - Mar 2024	0.00% 0 out of 2

14 Years Annualized Rolling Returns

Timeframes ending in every month

14 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Stocks/Bonds 40/60 2x Leveraged Portfolio: ETF allocation and returns page.