Stocks/Bonds 40/60 ESG Portfolio: Rolling Returns

Data Source: from September 2005 to February 2024 (~19 years)
Consolidated Returns as of 29 February 2024

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.

STOCKS/BONDS 40/60 ESG PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 September 2005 - 29 February 2024 (~19 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 -17.35 01/2022
12/2022
0.82$ -3.28 0.96$ 4.90 1.04$ 13.15 1.13$ 20.85 04/2020
03/2021
1.20$ 14.81 16.51%
2Y -6.99 11/2021
10/2023
0.86$ -2.34 0.95$ 3.90 1.07$ 11.04 1.23$ 16.41 01/2019
12/2020
1.35$ 1.70 18.56%
3Y -0.07 11/2020
10/2023
0.99$ 2.30 1.07$ 4.46 1.13$ 8.77 1.28$ 13.94 01/2019
12/2021
1.47$ 2.22 1.18%
4Y 1.91 01/2015
12/2018
1.07$ 3.22 1.13$ 5.04 1.21$ 7.76 1.34$ 9.14 09/2017
08/2021
1.41$ 5.20 0.00%
5Y 2.65 10/2017
09/2022
1.13$ 3.90 1.21$ 5.08 1.28$ 7.52 1.43$ 8.35 01/2017
12/2021
1.49$ 6.40 0.00%
6Y 3.02 10/2016
09/2022
1.19$ 4.06 1.26$ 4.97 1.33$ 7.07 1.50$ 8.01 01/2016
12/2021
1.58$ 5.64 0.00%
7Y 3.56 11/2015
10/2022
1.27$ 3.95 1.31$ 4.67 1.37$ 6.62 1.56$ 6.96 08/2014
07/2021
1.60$ 5.18 0.00%
8Y 3.46 03/2015
02/2023
1.31$ 3.53 1.31$ 4.20 1.38$ 5.34 1.51$ 5.79 03/2014
02/2022
1.56$ 5.70 0.00%
9Y 3.65 11/2014
10/2023
1.38$ 3.92 1.41$ 4.27 1.45$ 4.66 1.50$ 4.79 01/2015
12/2023
1.52$ 4.66 0.00%
10Y 4.96 03/2014
02/2024
1.62$ 4.96 1.62$ 4.96 1.62$ 4.96 1.62$ 4.96 03/2014
02/2024
1.62$ 4.96 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 -23.27 11/2021
10/2022
0.76$ -5.57 0.94$ 2.62 1.02$ 9.90 1.09$ 17.76 04/2020
03/2021
1.17$ 11.77 28.44%
2Y -11.82 11/2021
10/2023
0.77$ -8.35 0.84$ 2.22 1.04$ 8.11 1.16$ 14.34 01/2019
12/2020
1.30$ -2.52 26.80%
3Y -5.48 11/2020
10/2023
0.84$ -2.91 0.91$ 2.44 1.07$ 6.19 1.19$ 10.02 01/2019
12/2021
1.33$ -3.13 23.53%
4Y -2.08 11/2019
10/2023
0.91$ 0.20 1.00$ 2.31 1.09$ 5.23 1.22$ 6.26 09/2017
08/2021
1.27$ 0.63 9.59%
5Y -1.06 10/2017
09/2022
0.94$ 0.40 1.02$ 2.69 1.14$ 5.14 1.28$ 5.95 02/2016
01/2021
1.33$ 2.21 8.20%
6Y -0.54 11/2017
10/2023
0.96$ 0.38 1.02$ 3.00 1.19$ 4.54 1.30$ 5.37 09/2015
08/2021
1.36$ 1.91 8.16%
7Y 0.15 11/2016
10/2023
1.01$ 0.65 1.04$ 1.47 1.10$ 4.50 1.36$ 4.90 08/2014
07/2021
1.39$ 1.66 0.00%
8Y 0.30 03/2015
02/2023
1.02$ 0.61 1.05$ 1.14 1.09$ 2.20 1.18$ 3.32 03/2014
02/2022
1.29$ 2.24 0.00%
9Y 0.71 11/2014
10/2023
1.06$ 1.11 1.10$ 1.43 1.13$ 1.56 1.14$ 1.79 08/2014
07/2023
1.17$ 1.52 0.00%
10Y 2.13 03/2014
02/2024
1.23$ 2.13 1.23$ 2.13 1.23$ 2.13 1.23$ 2.13 03/2014
02/2024
1.23$ 2.13 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 -21.80 03/2008
02/2009
0.78$ -0.82 0.99$ 7.61 1.07$ 14.36 1.14$ 37.50 03/2009
02/2010
1.37$ 14.81 15.64%
2Y -9.54 03/2007
02/2009
0.81$ 0.46 1.00$ 5.97 1.12$ 11.73 1.24$ 25.49 03/2009
02/2011
1.57$ 1.70 14.57%
3Y -3.30 03/2006
02/2009
0.90$ 2.49 1.07$ 6.00 1.19$ 9.92 1.32$ 17.74 03/2009
02/2012
1.63$ 2.22 4.28%
4Y 1.91 01/2015
12/2018
1.07$ 4.23 1.18$ 6.33 1.27$ 9.00 1.41$ 15.69 03/2009
02/2013
1.79$ 5.20 0.00%
5Y 2.65 10/2017
09/2022
1.13$ 4.50 1.24$ 6.62 1.37$ 8.66 1.51$ 14.96 03/2009
02/2014
2.00$ 6.40 0.00%
6Y 3.02 10/2016
09/2022
1.19$ 4.83 1.32$ 6.40 1.45$ 7.96 1.58$ 13.72 03/2009
02/2015
2.16$ 5.64 0.00%
7Y 3.56 11/2015
10/2022
1.27$ 4.97 1.40$ 6.69 1.57$ 7.71 1.68$ 11.15 12/2008
11/2015
2.09$ 5.18 0.00%
8Y 3.46 03/2015
02/2023
1.31$ 4.81 1.45$ 6.96 1.71$ 7.73 1.81$ 10.90 03/2009
02/2017
2.28$ 5.70 0.00%
9Y 3.65 11/2014
10/2023
1.38$ 4.74 1.51$ 6.67 1.78$ 7.83 1.97$ 9.93 03/2009
02/2018
2.34$ 4.66 0.00%
10Y 4.09 11/2013
10/2023
1.49$ 5.14 1.65$ 6.80 1.92$ 7.52 2.06$ 9.10 03/2009
02/2019
2.38$ 4.96 0.00%
11Y 4.87 11/2012
10/2023
1.68$ 5.55 1.81$ 6.65 2.02$ 7.76 2.27$ 9.30 03/2009
02/2020
2.66$ 5.59 0.00%
12Y 5.03 03/2011
02/2023
1.80$ 5.57 1.91$ 6.35 2.09$ 7.99 2.51$ 9.74 03/2009
02/2021
3.05$ 5.93 0.00%
13Y 5.11 11/2010
10/2023
1.91$ 5.80 2.08$ 6.34 2.22$ 7.60 2.59$ 9.37 12/2008
11/2021
3.20$ 5.75 0.00%
14Y 5.80 11/2009
10/2023
2.20$ 6.19 2.31$ 6.75 2.49$ 7.03 2.58$ 7.74 03/2009
02/2023
2.83$ 6.36 0.00%
15Y 5.12 10/2007
09/2022
2.11$ 5.58 2.25$ 6.81 2.68$ 7.30 2.87$ 8.19 03/2009
02/2024
3.25$ 8.19 0.00%
16Y 5.13 11/2007
10/2023
2.22$ 5.43 2.33$ 5.87 2.49$ 6.88 2.89$ 7.37 11/2005
10/2021
3.12$ 6.02 0.00%
17Y 5.40 11/2006
10/2023
2.44$ 5.60 2.52$ 5.84 2.62$ 5.96 2.67$ 6.04 08/2006
07/2023
2.71$ 5.94 0.00%
18Y 5.67 11/2005
10/2023
2.69$ 5.67 2.69$ 6.00 2.85$ 6.19 2.94$ 6.19 01/2006
12/2023
2.94$ 6.19 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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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 -23.27 11/2021
10/2022
0.76$ -4.33 0.95$ 5.38 1.05$ 12.01 1.12$ 34.61 03/2009
02/2010
1.34$ 11.77 25.59%
2Y -11.82 11/2021
10/2023
0.77$ -3.81 0.92$ 4.11 1.08$ 9.38 1.19$ 22.86 03/2009
02/2011
1.50$ -2.52 20.10%
3Y -5.48 11/2020
10/2023
0.84$ -0.56 0.98$ 4.09 1.12$ 7.92 1.25$ 14.99 03/2009
02/2012
1.52$ -3.13 16.04%
4Y -2.08 11/2019
10/2023
0.91$ 1.02 1.04$ 4.36 1.18$ 7.09 1.31$ 13.09 03/2009
02/2013
1.63$ 0.63 4.00%
5Y -1.06 10/2017
09/2022
0.94$ 2.02 1.10$ 4.76 1.26$ 6.87 1.39$ 12.64 03/2009
02/2014
1.81$ 2.21 3.07%
6Y -0.54 11/2017
10/2023
0.96$ 1.91 1.12$ 4.43 1.29$ 6.27 1.44$ 11.82 03/2009
02/2015
1.95$ 1.91 2.65%
7Y 0.15 11/2016
10/2023
1.01$ 1.57 1.11$ 4.84 1.39$ 5.95 1.49$ 9.41 12/2008
11/2015
1.87$ 1.66 0.00%
8Y 0.30 03/2015
02/2023
1.02$ 1.96 1.16$ 5.12 1.49$ 5.82 1.57$ 9.01 03/2009
02/2017
1.99$ 2.24 0.00%
9Y 0.71 11/2014
10/2023
1.06$ 1.72 1.16$ 4.88 1.53$ 5.89 1.67$ 8.07 12/2008
11/2017
2.01$ 1.52 0.00%
10Y 1.27 11/2013
10/2023
1.13$ 2.38 1.26$ 4.90 1.61$ 5.65 1.73$ 7.21 03/2009
02/2019
2.00$ 2.13 0.00%
11Y 2.20 11/2012
10/2023
1.27$ 3.06 1.39$ 4.74 1.66$ 5.90 1.87$ 7.35 03/2009
02/2020
2.18$ 2.89 0.00%
12Y 2.38 03/2011
02/2023
1.32$ 3.02 1.42$ 4.42 1.68$ 6.01 2.01$ 7.80 03/2009
02/2021
2.46$ 3.27 0.00%
13Y 2.41 11/2010
10/2023
1.36$ 3.13 1.49$ 4.38 1.74$ 5.39 1.97$ 7.16 11/2008
10/2021
2.45$ 3.07 0.00%
14Y 3.18 11/2009
10/2023
1.54$ 3.77 1.67$ 4.63 1.88$ 4.97 1.97$ 5.14 09/2006
08/2020
2.01$ 3.70 0.00%
15Y 2.69 10/2007
09/2022
1.48$ 3.13 1.58$ 4.47 1.92$ 5.17 2.13$ 5.52 03/2009
02/2024
2.23$ 5.52 0.00%
16Y 2.63 11/2007
10/2023
1.51$ 2.92 1.58$ 3.41 1.70$ 4.58 2.04$ 5.19 11/2005
10/2021
2.24$ 3.56 0.00%
17Y 2.82 11/2006
10/2023
1.60$ 3.06 1.66$ 3.31 1.74$ 3.40 1.76$ 3.54 08/2006
07/2023
1.80$ 3.37 0.00%
18Y 3.15 10/2005
09/2023
1.74$ 3.15 1.74$ 3.43 1.83$ 3.60 1.89$ 3.62 03/2006
02/2024
1.89$ 3.62 0.00%
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 +7.61% +37.50%
Mar 2009 - Feb 2010
-21.80%
Mar 2008 - Feb 2009
15.64%
33 out of 211
US Inflation Adjusted +5.38% +34.61%
Mar 2009 - Feb 2010
-23.27%
Nov 2021 - Oct 2022
25.59%
54 out of 211
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 +5.97% +25.49%
Mar 2009 - Feb 2011
-9.54%
Mar 2007 - Feb 2009
14.57%
29 out of 199
US Inflation Adjusted +4.11% +22.86%
Mar 2009 - Feb 2011
-11.82%
Nov 2021 - Oct 2023
20.10%
40 out of 199
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 +6.00% +17.74%
Mar 2009 - Feb 2012
-3.30%
Mar 2006 - Feb 2009
4.28%
8 out of 187
US Inflation Adjusted +4.09% +14.99%
Mar 2009 - Feb 2012
-5.48%
Nov 2020 - Oct 2023
16.04%
30 out of 187
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 +6.33% +15.69%
Mar 2009 - Feb 2013
+1.91%
Jan 2015 - Dec 2018
0.00%
0 out of 175
US Inflation Adjusted +4.36% +13.09%
Mar 2009 - Feb 2013
-2.08%
Nov 2019 - Oct 2023
4.00%
7 out of 175
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 +6.62% +14.96%
Mar 2009 - Feb 2014
+2.65%
Oct 2017 - Sep 2022
0.00%
0 out of 163
US Inflation Adjusted +4.76% +12.64%
Mar 2009 - Feb 2014
-1.06%
Oct 2017 - Sep 2022
3.07%
5 out of 163
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 +6.40% +13.72%
Mar 2009 - Feb 2015
+3.02%
Oct 2016 - Sep 2022
0.00%
0 out of 151
US Inflation Adjusted +4.43% +11.82%
Mar 2009 - Feb 2015
-0.54%
Nov 2017 - Oct 2023
2.65%
4 out of 151
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 +6.69% +11.15%
Dec 2008 - Nov 2015
+3.56%
Nov 2015 - Oct 2022
0.00%
0 out of 139
US Inflation Adjusted +4.84% +9.41%
Dec 2008 - Nov 2015
+0.15%
Nov 2016 - Oct 2023
0.00%
0 out of 139
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 +6.96% +10.90%
Mar 2009 - Feb 2017
+3.46%
Mar 2015 - Feb 2023
0.00%
0 out of 127
US Inflation Adjusted +5.12% +9.01%
Mar 2009 - Feb 2017
+0.30%
Mar 2015 - Feb 2023
0.00%
0 out of 127
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 +6.67% +9.93%
Mar 2009 - Feb 2018
+3.65%
Nov 2014 - Oct 2023
0.00%
0 out of 115
US Inflation Adjusted +4.88% +8.07%
Dec 2008 - Nov 2017
+0.71%
Nov 2014 - Oct 2023
0.00%
0 out of 115
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 +6.80% +9.10%
Mar 2009 - Feb 2019
+4.09%
Nov 2013 - Oct 2023
0.00%
0 out of 103
US Inflation Adjusted +4.90% +7.21%
Mar 2009 - Feb 2019
+1.27%
Nov 2013 - Oct 2023
0.00%
0 out of 103
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 +6.65% +9.30%
Mar 2009 - Feb 2020
+4.87%
Nov 2012 - Oct 2023
0.00%
0 out of 91
US Inflation Adjusted +4.74% +7.35%
Mar 2009 - Feb 2020
+2.20%
Nov 2012 - Oct 2023
0.00%
0 out of 91
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 +6.35% +9.74%
Mar 2009 - Feb 2021
+5.03%
Mar 2011 - Feb 2023
0.00%
0 out of 79
US Inflation Adjusted +4.42% +7.80%
Mar 2009 - Feb 2021
+2.38%
Mar 2011 - Feb 2023
0.00%
0 out of 79
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 +6.34% +9.37%
Dec 2008 - Nov 2021
+5.11%
Nov 2010 - Oct 2023
0.00%
0 out of 67
US Inflation Adjusted +4.38% +7.16%
Nov 2008 - Oct 2021
+2.41%
Nov 2010 - Oct 2023
0.00%
0 out of 67
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 +6.75% +7.74%
Mar 2009 - Feb 2023
+5.80%
Nov 2009 - Oct 2023
0.00%
0 out of 55
US Inflation Adjusted +4.63% +5.14%
Sep 2006 - Aug 2020
+3.18%
Nov 2009 - Oct 2023
0.00%
0 out of 55
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.81% +8.19%
Mar 2009 - Feb 2024
+5.12%
Oct 2007 - Sep 2022
0.00%
0 out of 43
US Inflation Adjusted +4.47% +5.52%
Mar 2009 - Feb 2024
+2.69%
Oct 2007 - Sep 2022
0.00%
0 out of 43
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.87% +7.37%
Nov 2005 - Oct 2021
+5.13%
Nov 2007 - Oct 2023
0.00%
0 out of 31
US Inflation Adjusted +3.41% +5.19%
Nov 2005 - Oct 2021
+2.63%
Nov 2007 - Oct 2023
0.00%
0 out of 31
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.84% +6.04%
Aug 2006 - Jul 2023
+5.40%
Nov 2006 - Oct 2023
0.00%
0 out of 19
US Inflation Adjusted +3.31% +3.54%
Aug 2006 - Jul 2023
+2.82%
Nov 2006 - Oct 2023
0.00%
0 out of 19
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.00% +6.19%
Jan 2006 - Dec 2023
+5.67%
Nov 2005 - Oct 2023
0.00%
0 out of 7
US Inflation Adjusted +3.43% +3.62%
Mar 2006 - Feb 2024
+3.15%
Oct 2005 - Sep 2023
0.00%
0 out of 7
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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