Stocks/Bonds 40/60 ESG Portfolio: Rolling Returns

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

Considering all the available data source (~19 years), the longest period with a negative return lasted 43 months (from September 2005 to March 2009).

This means that every rolling period of 44 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Stocks/Bonds 40/60 ESG 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.

Annualized Rolling Returns - 1 Year (12 months)

Annualized Rolling Returns - 2 Years (24 months)

Annualized Rolling Returns - 3 Years (36 months)

Annualized Rolling Returns - 4 Years (48 months)

Annualized Rolling Returns - 5 Years (60 months)

Annualized Rolling Returns - 6 Years (72 months)

Annualized Rolling Returns - 7 Years (84 months)

Annualized Rolling Returns - 8 Years (96 months)

Annualized Rolling Returns - 9 Years (108 months)

Annualized Rolling Returns - 10 Years (120 months)

Annualized Rolling Returns - 11 Years (132 months)

Annualized Rolling Returns - 12 Years (144 months)

Annualized Rolling Returns - 13 Years (156 months)

Annualized Rolling Returns - 14 Years (168 months)

Annualized Rolling Returns - 15 Years (180 months)

Annualized Rolling Returns - 16 Years (192 months)

Annualized Rolling Returns - 17 Years (204 months)

Annualized Rolling Returns - 18 Years (216 months)

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