Consolidated Returns as of 30 June 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 (~16 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.52% |
+205.12%
Dec 2012 - Nov 2013 |
-31.98%
Jul 2011 - Jun 2012 |
13.14%
23 out of 175 |
US Inflation Adjusted | +10.27% |
+201.41%
Dec 2012 - Nov 2013 |
-33.09%
Jul 2011 - Jun 2012 |
15.43%
27 out of 175 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.73% |
+93.87%
Dec 2011 - Nov 2013 |
-8.54%
Jul 2011 - Jun 2013 |
11.04%
18 out of 163 |
US Inflation Adjusted | +13.05% |
+90.98%
Dec 2011 - Nov 2013 |
-11.59%
Nov 2021 - Oct 2023 |
15.95%
26 out of 163 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.21% |
+68.47%
Dec 2010 - Nov 2013 |
-3.51%
Dec 2013 - Nov 2016 |
0.66%
1 out of 151 |
US Inflation Adjusted | +12.80% |
+64.92%
Dec 2010 - Nov 2013 |
-4.57%
Dec 2013 - Nov 2016 |
15.23%
23 out of 151 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.59% |
+52.41%
Dec 2009 - Nov 2013 |
+3.73%
Nov 2019 - Oct 2023 |
0.00%
0 out of 139 |
US Inflation Adjusted | +12.90% |
+49.58%
Dec 2009 - Nov 2013 |
-0.81%
Nov 2019 - Oct 2023 |
1.44%
2 out of 139 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.74% |
+39.20%
Mar 2009 - Feb 2014 |
+4.57%
Dec 2013 - Nov 2018 |
0.00%
0 out of 127 |
US Inflation Adjusted | +13.05% |
+36.39%
Mar 2009 - Feb 2014 |
+0.75%
Jan 2018 - Dec 2022 |
0.00%
0 out of 127 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.79% |
+33.27%
Mar 2009 - Feb 2015 |
+6.19%
Dec 2013 - Nov 2019 |
0.00%
0 out of 115 |
US Inflation Adjusted | +14.25% |
+31.05%
Mar 2009 - Feb 2015 |
+2.60%
Feb 2018 - Jan 2024 |
0.00%
0 out of 115 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.73% |
+28.46%
Jan 2011 - Dec 2017 |
+7.42%
Dec 2013 - Nov 2020 |
0.00%
0 out of 103 |
US Inflation Adjusted | +18.90% |
+26.33%
Jan 2011 - Dec 2017 |
+5.41%
Oct 2016 - Sep 2023 |
0.00%
0 out of 103 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +21.34% |
+27.24%
Feb 2010 - Jan 2018 |
+8.20%
Dec 2013 - Nov 2021 |
0.00%
0 out of 91 |
US Inflation Adjusted | +19.43% |
+25.12%
Feb 2010 - Jan 2018 |
+5.22%
Jan 2015 - Dec 2022 |
0.00%
0 out of 91 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +21.34% |
+26.48%
Mar 2009 - Feb 2018 |
+5.54%
Dec 2013 - Nov 2022 |
0.00%
0 out of 79 |
US Inflation Adjusted | +19.26% |
+24.25%
Mar 2009 - Feb 2018 |
+2.72%
Dec 2013 - Nov 2022 |
0.00%
0 out of 79 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +19.68% |
+23.93%
Mar 2009 - Feb 2019 |
+5.80%
Dec 2013 - Nov 2023 |
0.00%
0 out of 67 |
US Inflation Adjusted | +17.14% |
+21.78%
Mar 2009 - Feb 2019 |
+2.94%
Dec 2013 - Nov 2023 |
0.00%
0 out of 67 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +20.43% |
+23.02%
Sep 2010 - Aug 2021 |
+12.05%
Jul 2011 - Jun 2022 |
0.00%
0 out of 55 |
US Inflation Adjusted | +17.69% |
+20.62%
Mar 2009 - Feb 2020 |
+9.32%
Jul 2011 - Jun 2022 |
0.00%
0 out of 55 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.63% |
+22.61%
Mar 2009 - Feb 2021 |
+11.70%
Jul 2011 - Jun 2023 |
0.00%
0 out of 43 |
US Inflation Adjusted | +15.63% |
+20.44%
Mar 2009 - Feb 2021 |
+8.92%
Jul 2011 - Jun 2023 |
0.00%
0 out of 43 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.12% |
+21.02%
Mar 2009 - Feb 2022 |
+11.79%
Jul 2011 - Jun 2024 |
0.00%
0 out of 31 |
US Inflation Adjusted | +15.23% |
+18.34%
Mar 2009 - Feb 2022 |
+8.98%
Jul 2011 - Jun 2024 |
0.00%
0 out of 31 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.91% |
+18.52%
Mar 2009 - Feb 2023 |
+17.14%
Nov 2009 - Oct 2023 |
0.00%
0 out of 19 |
US Inflation Adjusted | +14.92% |
+15.60%
Mar 2009 - Feb 2023 |
+14.23%
Oct 2009 - Sep 2023 |
0.00%
0 out of 19 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.78% |
+18.37%
Mar 2009 - Feb 2024 |
+17.48%
Jan 2009 - Dec 2023 |
0.00%
0 out of 7 |
US Inflation Adjusted | +14.86% |
+15.41%
Mar 2009 - Feb 2024 |
+14.55%
Jan 2009 - Dec 2023 |
0.00%
0 out of 7 |
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To obtain comprehensive information, please consult the Stocks/Bonds 40/60 with Bitcoin Portfolio: ETF allocation and returns page.