Stocks/Bonds 40/60 with Bitcoin Portfolio: Rolling Returns

Data Source: from January 2009 to January 2024 (~15 years)
Consolidated Returns as of 31 January 2024

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

Considering all the available data source (~15 years), the longest period with a negative return lasted 43 months (from December 2013 to June 2017).

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 with Bitcoin 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 WITH BITCOIN PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2009 - 31 January 2024 (~15 years)
Inflation Adjusted:
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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 -17.55 11/2021
10/2022
0.82$ -0.37 0.99$ 8.95 1.08$ 21.20 1.21$ 35.89 02/2017
01/2018
1.35$ 10.80 16.51%
2Y -6.76 11/2021
10/2023
0.86$ -0.75 0.98$ 9.23 1.19$ 17.17 1.37$ 23.23 02/2016
01/2018
1.51$ 0.68 15.46%
3Y 2.10 11/2020
10/2023
1.06$ 4.26 1.13$ 12.60 1.42$ 14.99 1.52$ 16.35 02/2017
01/2020
1.57$ 2.48 0.00%
4Y 3.73 11/2019
10/2023
1.15$ 5.95 1.26$ 11.63 1.55$ 14.65 1.72$ 16.85 05/2017
04/2021
1.86$ 5.79 0.00%
5Y 4.62 01/2018
12/2022
1.25$ 6.31 1.35$ 11.19 1.69$ 15.10 2.01$ 15.88 11/2016
10/2021
2.08$ 7.88 0.00%
6Y 6.41 02/2018
01/2024
1.45$ 8.90 1.66$ 10.63 1.83$ 13.59 2.14$ 14.52 09/2015
08/2021
2.25$ 6.41 0.00%
7Y 8.90 11/2016
10/2023
1.81$ 9.48 1.88$ 10.18 1.97$ 12.12 2.22$ 12.52 11/2014
10/2021
2.28$ 10.19 0.00%
8Y 8.12 10/2014
09/2022
1.86$ 8.37 1.90$ 9.18 2.01$ 10.10 2.15$ 11.09 02/2014
01/2022
2.31$ 10.39 0.00%
9Y 7.92 11/2014
10/2023
1.98$ 8.22 2.03$ 8.60 2.10$ 8.88 2.15$ 9.14 02/2015
01/2024
2.19$ 9.14 0.00%
10Y 8.93 02/2014
01/2024
2.35$ 8.93 2.35$ 8.93 2.35$ 8.93 2.35$ 8.93 02/2014
01/2024
2.35$ 8.93 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 -23.48 11/2021
10/2022
0.76$ -4.09 0.95$ 7.19 1.07$ 16.37 1.16$ 33.02 02/2017
01/2018
1.33$ 7.46 20.18%
2Y -11.60 11/2021
10/2023
0.78$ -6.09 0.88$ 7.67 1.15$ 14.60 1.31$ 20.43 02/2016
01/2018
1.45$ -3.86 20.62%
3Y -3.43 11/2020
10/2023
0.90$ -0.86 0.97$ 10.15 1.33$ 12.59 1.42$ 14.02 02/2017
01/2020
1.48$ -3.01 20.00%
4Y -0.81 11/2019
10/2023
0.96$ 1.56 1.06$ 9.76 1.45$ 12.22 1.58$ 14.47 01/2017
12/2020
1.71$ 1.16 2.74%
5Y 0.77 01/2018
12/2022
1.03$ 2.35 1.12$ 9.35 1.56$ 12.31 1.78$ 13.15 02/2016
01/2021
1.85$ 3.57 0.00%
6Y 2.60 02/2018
01/2024
1.16$ 5.22 1.35$ 8.86 1.66$ 11.02 1.87$ 11.95 09/2015
08/2021
1.96$ 2.60 0.00%
7Y 5.21 10/2016
09/2023
1.42$ 5.80 1.48$ 6.76 1.58$ 9.99 1.94$ 10.46 05/2014
04/2021
2.00$ 6.48 0.00%
8Y 5.06 01/2015
12/2022
1.48$ 5.17 1.49$ 5.84 1.57$ 6.80 1.69$ 8.58 02/2014
01/2022
1.93$ 6.80 0.00%
9Y 4.86 11/2014
10/2023
1.53$ 5.16 1.57$ 5.65 1.63$ 5.83 1.66$ 5.91 08/2014
07/2023
1.67$ 5.83 0.00%
10Y 5.97 02/2014
01/2024
1.78$ 5.97 1.78$ 5.97 1.78$ 5.97 1.78$ 5.97 02/2014
01/2024
1.78$ 5.97 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 -31.98 07/2011
06/2012
0.68$ 1.21 1.01$ 12.17 1.12$ 32.19 1.32$ 205.12 12/2012
11/2013
3.05$ 10.80 13.53%
2Y -8.54 07/2011
06/2013
0.83$ 3.55 1.07$ 15.73 1.33$ 41.91 2.01$ 93.87 12/2011
11/2013
3.75$ 0.68 11.39%
3Y -3.51 12/2013
11/2016
0.89$ 6.31 1.20$ 14.94 1.51$ 34.69 2.44$ 68.47 12/2010
11/2013
4.78$ 2.48 0.68%
4Y 3.73 11/2019
10/2023
1.15$ 7.17 1.31$ 15.81 1.79$ 30.15 2.86$ 52.41 12/2009
11/2013
5.39$ 5.79 0.00%
5Y 4.28 12/2013
11/2018
1.23$ 8.63 1.51$ 15.50 2.05$ 34.27 4.36$ 39.20 03/2009
02/2014
5.22$ 7.88 0.00%
6Y 5.96 12/2013
11/2019
1.41$ 9.82 1.75$ 20.30 3.03$ 28.56 4.51$ 33.27 03/2009
02/2015
5.60$ 6.41 0.00%
7Y 7.21 12/2013
11/2020
1.62$ 9.85 1.92$ 21.15 3.83$ 26.57 5.20$ 28.20 01/2011
12/2017
5.69$ 10.19 0.00%
8Y 8.03 12/2013
11/2021
1.85$ 8.95 1.98$ 21.25 4.67$ 25.25 6.05$ 27.03 02/2010
01/2018
6.78$ 10.39 0.00%
9Y 5.39 12/2013
11/2022
1.60$ 8.69 2.11$ 21.24 5.66$ 24.42 7.14$ 26.31 03/2009
02/2018
8.18$ 9.14 0.00%
10Y 5.66 12/2013
11/2023
1.73$ 15.37 4.17$ 20.32 6.35$ 22.90 7.85$ 23.76 03/2009
02/2019
8.42$ 8.93 0.00%
11Y 11.92 07/2011
06/2022
3.45$ 16.22 5.22$ 20.85 8.03$ 22.28 9.13$ 22.87 09/2010
08/2021
9.63$ 16.55 0.00%
12Y 11.58 07/2011
06/2023
3.72$ 16.12 6.00$ 19.42 8.41$ 21.63 10.48$ 22.48 03/2009
02/2021
11.39$ 16.16 0.00%
13Y 17.07 11/2010
10/2023
7.75$ 17.67 8.29$ 18.11 8.70$ 19.56 10.19$ 20.90 03/2009
02/2022
11.79$ 17.51 0.00%
14Y 17.03 11/2009
10/2023
9.04$ 17.04 9.05$ 17.74 9.84$ 18.26 10.46$ 18.41 03/2009
02/2023
10.65$ 17.74 0.00%
15Y 17.37 01/2009
12/2023
11.05$ 17.37 11.05$ 17.37 11.05$ 17.75 11.60$ 17.75 02/2009
01/2024
11.60$ 17.75 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 -33.09 07/2011
06/2012
0.66$ -1.30 0.98$ 10.10 1.10$ 30.14 1.30$ 201.41 12/2012
11/2013
3.01$ 7.46 15.88%
2Y -11.60 11/2021
10/2023
0.78$ 0.00 1.00$ 13.05 1.27$ 40.54 1.97$ 90.98 12/2011
11/2013
3.64$ -3.86 14.56%
3Y -4.58 12/2013
11/2016
0.86$ 3.32 1.10$ 12.52 1.42$ 33.55 2.38$ 64.92 12/2010
11/2013
4.48$ -3.01 12.33%
4Y -0.81 11/2019
10/2023
0.96$ 2.97 1.12$ 12.94 1.62$ 28.65 2.73$ 49.58 12/2009
11/2013
5.00$ 1.16 1.49%
5Y 0.77 01/2018
12/2022
1.03$ 4.37 1.23$ 12.89 1.83$ 31.88 3.98$ 36.39 03/2009
02/2014
4.71$ 3.57 0.00%
6Y 2.60 02/2018
01/2024
1.16$ 6.32 1.44$ 18.40 2.75$ 26.65 4.12$ 31.04 03/2009
02/2015
5.06$ 2.60 0.00%
7Y 5.21 10/2016
09/2023
1.42$ 6.18 1.52$ 19.34 3.44$ 24.47 4.62$ 26.08 01/2011
12/2017
5.06$ 6.48 0.00%
8Y 5.06 01/2015
12/2022
1.48$ 5.76 1.56$ 19.44 4.14$ 23.11 5.27$ 24.91 02/2010
01/2018
5.92$ 6.80 0.00%
9Y 2.57 12/2013
11/2022
1.25$ 5.74 1.65$ 19.12 4.82$ 22.20 6.07$ 24.09 03/2009
02/2018
6.97$ 5.83 0.00%
10Y 2.80 12/2013
11/2023
1.31$ 12.50 3.24$ 17.80 5.14$ 20.77 6.60$ 21.61 03/2009
02/2019
7.07$ 5.97 0.00%
11Y 9.19 07/2011
06/2022
2.62$ 13.32 3.95$ 18.20 6.29$ 20.12 7.51$ 20.47 03/2009
02/2020
7.75$ 13.51 0.00%
12Y 8.81 07/2011
06/2023
2.75$ 13.20 4.42$ 16.42 6.19$ 19.34 8.34$ 20.31 03/2009
02/2021
9.19$ 13.22 0.00%
13Y 14.05 11/2010
10/2023
5.52$ 14.65 5.91$ 15.20 6.29$ 16.78 7.51$ 18.22 03/2009
02/2022
8.81$ 14.50 0.00%
14Y 14.13 10/2009
09/2023
6.35$ 14.14 6.36$ 14.81 6.91$ 15.35 7.38$ 15.50 03/2009
02/2023
7.51$ 14.81 0.00%
15Y 14.45 01/2009
12/2023
7.57$ 14.45 7.57$ 14.45 7.57$ 14.81 7.93$ 14.81 02/2009
01/2024
7.93$ 14.81 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 +12.17% +205.12%
Dec 2012 - Nov 2013
-31.98%
Jul 2011 - Jun 2012
13.53%
23 out of 170
US Inflation Adjusted +10.10% +201.41%
Dec 2012 - Nov 2013
-33.09%
Jul 2011 - Jun 2012
15.88%
27 out of 170
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 +15.73% +93.87%
Dec 2011 - Nov 2013
-8.54%
Jul 2011 - Jun 2013
11.39%
18 out of 158
US Inflation Adjusted +13.05% +90.98%
Dec 2011 - Nov 2013
-11.60%
Nov 2021 - Oct 2023
14.56%
23 out of 158
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 +14.94% +68.47%
Dec 2010 - Nov 2013
-3.51%
Dec 2013 - Nov 2016
0.68%
1 out of 146
US Inflation Adjusted +12.52% +64.92%
Dec 2010 - Nov 2013
-4.58%
Dec 2013 - Nov 2016
12.33%
18 out of 146
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 +15.81% +52.41%
Dec 2009 - Nov 2013
+3.73%
Nov 2019 - Oct 2023
0.00%
0 out of 134
US Inflation Adjusted +12.94% +49.58%
Dec 2009 - Nov 2013
-0.81%
Nov 2019 - Oct 2023
1.49%
2 out of 134
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 +15.50% +39.20%
Mar 2009 - Feb 2014
+4.28%
Dec 2013 - Nov 2018
0.00%
0 out of 122
US Inflation Adjusted +12.89% +36.39%
Mar 2009 - Feb 2014
+0.77%
Jan 2018 - Dec 2022
0.00%
0 out of 122
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 +20.30% +33.27%
Mar 2009 - Feb 2015
+5.96%
Dec 2013 - Nov 2019
0.00%
0 out of 110
US Inflation Adjusted +18.40% +31.04%
Mar 2009 - Feb 2015
+2.60%
Feb 2018 - Jan 2024
0.00%
0 out of 110
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 +21.15% +28.20%
Jan 2011 - Dec 2017
+7.21%
Dec 2013 - Nov 2020
0.00%
0 out of 98
US Inflation Adjusted +19.34% +26.08%
Jan 2011 - Dec 2017
+5.21%
Oct 2016 - Sep 2023
0.00%
0 out of 98
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 +21.25% +27.03%
Feb 2010 - Jan 2018
+8.03%
Dec 2013 - Nov 2021
0.00%
0 out of 86
US Inflation Adjusted +19.44% +24.91%
Feb 2010 - Jan 2018
+5.06%
Jan 2015 - Dec 2022
0.00%
0 out of 86
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 +21.24% +26.31%
Mar 2009 - Feb 2018
+5.39%
Dec 2013 - Nov 2022
0.00%
0 out of 74
US Inflation Adjusted +19.12% +24.09%
Mar 2009 - Feb 2018
+2.57%
Dec 2013 - Nov 2022
0.00%
0 out of 74
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 +20.32% +23.76%
Mar 2009 - Feb 2019
+5.66%
Dec 2013 - Nov 2023
0.00%
0 out of 62
US Inflation Adjusted +17.80% +21.61%
Mar 2009 - Feb 2019
+2.80%
Dec 2013 - Nov 2023
0.00%
0 out of 62
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 +20.85% +22.87%
Sep 2010 - Aug 2021
+11.92%
Jul 2011 - Jun 2022
0.00%
0 out of 50
US Inflation Adjusted +18.20% +20.47%
Mar 2009 - Feb 2020
+9.19%
Jul 2011 - Jun 2022
0.00%
0 out of 50
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 +19.42% +22.48%
Mar 2009 - Feb 2021
+11.58%
Jul 2011 - Jun 2023
0.00%
0 out of 38
US Inflation Adjusted +16.42% +20.31%
Mar 2009 - Feb 2021
+8.81%
Jul 2011 - Jun 2023
0.00%
0 out of 38
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 +18.11% +20.90%
Mar 2009 - Feb 2022
+17.07%
Nov 2010 - Oct 2023
0.00%
0 out of 26
US Inflation Adjusted +15.20% +18.22%
Mar 2009 - Feb 2022
+14.05%
Nov 2010 - Oct 2023
0.00%
0 out of 26
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 +17.74% +18.41%
Mar 2009 - Feb 2023
+17.03%
Nov 2009 - Oct 2023
0.00%
0 out of 14
US Inflation Adjusted +14.81% +15.50%
Mar 2009 - Feb 2023
+14.13%
Oct 2009 - Sep 2023
0.00%
0 out of 14
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 +17.37% +17.75%
Feb 2009 - Jan 2024
+17.37%
Jan 2009 - Dec 2023
0.00%
0 out of 2
US Inflation Adjusted +14.45% +14.81%
Feb 2009 - Jan 2024
+14.45%
Jan 2009 - Dec 2023
0.00%
0 out of 2
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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