Stocks/Bonds 40/60 ESG Portfolio: Rolling Returns

Simulation Settings
Period: September 2005 - June 2025 (~20 years)
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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The minimum date range must be at least 24 months. 'Date To' cannot be beyond June 2025.
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When holding the Stocks/Bonds 40/60 ESG Portfolio, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~20 years), the longest duration with a negative return was 43 months (from September 2005 to March 2009).

This indicates that, within the same timeframe, any rolling period of 44 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.

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 ESG PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 2015 - 30 June 2025 (10 Years)
Time Period: 1 September 2005 - 30 June 2025 (~20 years)
All Data
(2005/09 - 2025/06)
US 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.

STOCKS/BONDS 40/60 ESG PORTFOLIO
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 September 2005 - 30 June 2025 (~20 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-21.80%
Mar 2008 - Feb 2009
+8.07% +37.50%
Mar 2009 - Feb 2010
14.54%
33 out of 227
-23.27%
Nov 2021 - Oct 2022
+5.94% +34.61%
Mar 2009 - Feb 2010
23.79%
54 out of 227
-9.54%
Mar 2007 - Feb 2009
+6.47% +25.49%
Mar 2009 - Feb 2011
13.49%
29 out of 215
-11.82%
Nov 2021 - Oct 2023
+4.24% +22.86%
Mar 2009 - Feb 2011
19.07%
41 out of 215
-3.30%
Mar 2006 - Feb 2009
+5.31% +17.74%
Mar 2009 - Feb 2012
3.94%
8 out of 203
-5.48%
Nov 2020 - Oct 2023
+3.66% +14.99%
Mar 2009 - Feb 2012
20.20%
41 out of 203
+1.91%
Jan 2015 - Dec 2018
+6.23% +15.69%
Mar 2009 - Feb 2013
0.00%
0 out of 191
-2.09%
Nov 2019 - Oct 2023
+4.19% +13.09%
Mar 2009 - Feb 2013
10.47%
20 out of 191
+2.65%
Oct 2017 - Sep 2022
+6.40% +14.96%
Mar 2009 - Feb 2014
0.00%
0 out of 179
-1.06%
Oct 2017 - Sep 2022
+4.19% +12.64%
Mar 2009 - Feb 2014
2.79%
5 out of 179
+3.02%
Oct 2016 - Sep 2022
+6.41% +13.72%
Mar 2009 - Feb 2015
0.00%
0 out of 167
-0.54%
Nov 2017 - Oct 2023
+4.28% +11.82%
Mar 2009 - Feb 2015
2.40%
4 out of 167
+3.56%
Nov 2015 - Oct 2022
+6.55% +11.15%
Dec 2008 - Nov 2015
0.00%
0 out of 155
+0.15%
Nov 2016 - Oct 2023
+4.68% +9.41%
Dec 2008 - Nov 2015
0.00%
0 out of 155
+3.46%
Mar 2015 - Feb 2023
+6.85% +10.90%
Mar 2009 - Feb 2017
0.00%
0 out of 143
+0.30%
Mar 2015 - Feb 2023
+4.97% +9.01%
Mar 2009 - Feb 2017
0.00%
0 out of 143
+3.65%
Nov 2014 - Oct 2023
+6.50% +9.93%
Mar 2009 - Feb 2018
0.00%
0 out of 131
+0.71%
Nov 2014 - Oct 2023
+4.74% +8.07%
Dec 2008 - Nov 2017
0.00%
0 out of 131
+4.08%
Nov 2013 - Oct 2023
+6.55% +9.10%
Mar 2009 - Feb 2019
0.00%
0 out of 119
+1.26%
Nov 2013 - Oct 2023
+4.74% +7.21%
Mar 2009 - Feb 2019
0.00%
0 out of 119
+4.87%
Nov 2012 - Oct 2023
+6.14% +9.30%
Mar 2009 - Feb 2020
0.00%
0 out of 107
+2.20%
Nov 2012 - Oct 2023
+4.26% +7.35%
Mar 2009 - Feb 2020
0.00%
0 out of 107
+5.03%
Mar 2011 - Feb 2023
+6.29% +9.74%
Mar 2009 - Feb 2021
0.00%
0 out of 95
+2.38%
Mar 2011 - Feb 2023
+4.20% +7.80%
Mar 2009 - Feb 2021
0.00%
0 out of 95
+5.11%
Nov 2010 - Oct 2023
+6.34% +9.37%
Dec 2008 - Nov 2021
0.00%
0 out of 83
+2.41%
Nov 2010 - Oct 2023
+4.24% +7.16%
Nov 2008 - Oct 2021
0.00%
0 out of 83
+5.64%
May 2011 - Apr 2025
+6.63% +7.74%
Mar 2009 - Feb 2023
0.00%
0 out of 71
+2.98%
May 2011 - Apr 2025
+4.45% +5.14%
Sep 2006 - Aug 2020
0.00%
0 out of 71
+5.12%
Oct 2007 - Sep 2022
+6.82% +8.19%
Mar 2009 - Feb 2024
0.00%
0 out of 59
+2.69%
Oct 2007 - Sep 2022
+4.21% +5.49%
Mar 2009 - Feb 2024
0.00%
0 out of 59
+5.13%
Nov 2007 - Oct 2023
+6.20% +8.33%
Mar 2009 - Feb 2025
0.00%
0 out of 47
+2.63%
Nov 2007 - Oct 2023
+3.76% +5.60%
Mar 2009 - Feb 2025
0.00%
0 out of 47
+5.40%
Nov 2006 - Oct 2023
+5.96% +6.63%
Jul 2008 - Jun 2025
0.00%
0 out of 35
+2.82%
Nov 2006 - Oct 2023
+3.40% +4.22%
Jul 2008 - Jun 2025
0.00%
0 out of 35
+5.67%
Nov 2005 - Oct 2023
+6.19% +6.43%
Oct 2006 - Sep 2024
0.00%
0 out of 23
+3.15%
Oct 2005 - Sep 2023
+3.60% +3.86%
Oct 2006 - Sep 2024
0.00%
0 out of 23
+6.16%
May 2006 - Apr 2025
+6.41% +6.60%
Dec 2005 - Nov 2024
0.00%
0 out of 11
+3.58%
May 2006 - Apr 2025
+3.79% +4.00%
Dec 2005 - Nov 2024
0.00%
0 out of 11
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