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

Data Source: from January 2009 to April 2024 (~15 years)
Consolidated Returns as of 30 April 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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 2009 - 30 April 2024 (~15 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.22% +205.12%
Dec 2012 - Nov 2013
-31.98%
Jul 2011 - Jun 2012
13.29%
23 out of 173
US Inflation Adjusted +10.19% +201.41%
Dec 2012 - Nov 2013
-33.09%
Jul 2011 - Jun 2012
15.61%
27 out of 173
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 +15.40% +93.87%
Dec 2011 - Nov 2013
-8.54%
Jul 2011 - Jun 2013
11.18%
18 out of 161
US Inflation Adjusted +13.00% +90.98%
Dec 2011 - Nov 2013
-11.60%
Nov 2021 - Oct 2023
15.53%
25 out of 161
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 +14.80% +68.47%
Dec 2010 - Nov 2013
-3.51%
Dec 2013 - Nov 2016
0.67%
1 out of 149
US Inflation Adjusted +12.39% +64.92%
Dec 2010 - Nov 2013
-4.58%
Dec 2013 - Nov 2016
14.09%
21 out of 149
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 +15.25% +52.41%
Dec 2009 - Nov 2013
+3.73%
Nov 2019 - Oct 2023
0.00%
0 out of 137
US Inflation Adjusted +12.75% +49.58%
Dec 2009 - Nov 2013
-0.81%
Nov 2019 - Oct 2023
1.46%
2 out of 137
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 +15.43% +39.20%
Mar 2009 - Feb 2014
+4.28%
Dec 2013 - Nov 2018
0.00%
0 out of 125
US Inflation Adjusted +12.82% +36.39%
Mar 2009 - Feb 2014
+0.77%
Jan 2018 - Dec 2022
0.00%
0 out of 125
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 +18.59% +33.27%
Mar 2009 - Feb 2015
+5.96%
Dec 2013 - Nov 2019
0.00%
0 out of 113
US Inflation Adjusted +16.98% +31.04%
Mar 2009 - Feb 2015
+2.60%
Feb 2018 - Jan 2024
0.00%
0 out of 113
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 +20.80% +28.20%
Jan 2011 - Dec 2017
+7.21%
Dec 2013 - Nov 2020
0.00%
0 out of 101
US Inflation Adjusted +18.97% +26.08%
Jan 2011 - Dec 2017
+5.21%
Oct 2016 - Sep 2023
0.00%
0 out of 101
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 +21.21% +27.03%
Feb 2010 - Jan 2018
+8.03%
Dec 2013 - Nov 2021
0.00%
0 out of 89
US Inflation Adjusted +19.26% +24.91%
Feb 2010 - Jan 2018
+5.06%
Jan 2015 - Dec 2022
0.00%
0 out of 89
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 +21.20% +26.31%
Mar 2009 - Feb 2018
+5.39%
Dec 2013 - Nov 2022
0.00%
0 out of 77
US Inflation Adjusted +19.12% +24.09%
Mar 2009 - Feb 2018
+2.57%
Dec 2013 - Nov 2022
0.00%
0 out of 77
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 +20.05% +23.76%
Mar 2009 - Feb 2019
+5.66%
Dec 2013 - Nov 2023
0.00%
0 out of 65
US Inflation Adjusted +17.79% +21.61%
Mar 2009 - Feb 2019
+2.80%
Dec 2013 - Nov 2023
0.00%
0 out of 65
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 +20.29% +22.87%
Sep 2010 - Aug 2021
+11.92%
Jul 2011 - Jun 2022
0.00%
0 out of 53
US Inflation Adjusted +17.60% +20.47%
Mar 2009 - Feb 2020
+9.19%
Jul 2011 - Jun 2022
0.00%
0 out of 53
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 +19.37% +22.48%
Mar 2009 - Feb 2021
+11.58%
Jul 2011 - Jun 2023
0.00%
0 out of 41
US Inflation Adjusted +16.39% +20.31%
Mar 2009 - Feb 2021
+8.81%
Jul 2011 - Jun 2023
0.00%
0 out of 41
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 +18.06% +20.90%
Mar 2009 - Feb 2022
+15.69%
May 2011 - Apr 2024
0.00%
0 out of 29
US Inflation Adjusted +15.12% +18.22%
Mar 2009 - Feb 2022
+12.74%
May 2011 - Apr 2024
0.00%
0 out of 29
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 +17.78% +18.41%
Mar 2009 - Feb 2023
+17.03%
Nov 2009 - Oct 2023
0.00%
0 out of 17
US Inflation Adjusted +14.81% +15.50%
Mar 2009 - Feb 2023
+14.13%
Oct 2009 - Sep 2023
0.00%
0 out of 17
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 +17.75% +18.26%
Mar 2009 - Feb 2024
+17.37%
Jan 2009 - Dec 2023
0.00%
0 out of 5
US Inflation Adjusted +14.81% +15.30%
Mar 2009 - Feb 2024
+14.45%
Jan 2009 - Dec 2023
0.00%
0 out of 5
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.