Consolidated Returns as of 31 March 2024
Holding the Stocks/Bonds 60/40 2x Leveraged Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~14 years), the longest period with a negative return lasted 38 months (from September 2020 to October 2023).
This means that every rolling period of 39 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Stocks/Bonds 60/40 2x Leveraged 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.85% |
+48.25%
Nov 2020 - Oct 2021 |
-35.46%
Jan 2022 - Dec 2022 |
11.39%
18 out of 158 |
US Inflation Adjusted | +15.48% |
+43.83%
Apr 2020 - Mar 2021 |
-39.35%
Jan 2022 - Dec 2022 |
14.56%
23 out of 158 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.47% |
+31.43%
Jan 2019 - Dec 2020 |
-16.51%
Nov 2021 - Oct 2023 |
11.64%
17 out of 146 |
US Inflation Adjusted | +13.08% |
+29.09%
Jan 2019 - Dec 2020 |
-20.84%
Nov 2021 - Oct 2023 |
14.38%
21 out of 146 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.09% |
+31.99%
Jan 2019 - Dec 2021 |
+1.10%
Nov 2020 - Oct 2023 |
0.00%
0 out of 134 |
US Inflation Adjusted | +13.22% |
+27.44%
Jan 2019 - Dec 2021 |
-4.37%
Nov 2020 - Oct 2023 |
10.45%
14 out of 134 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.08% |
+27.11%
Jul 2010 - Jun 2014 |
+3.39%
Nov 2019 - Oct 2023 |
0.00%
0 out of 122 |
US Inflation Adjusted | +14.13% |
+24.34%
Jul 2010 - Jun 2014 |
-1.13%
Nov 2019 - Oct 2023 |
0.82%
1 out of 122 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.25% |
+23.55%
Mar 2010 - Feb 2015 |
+6.15%
Jan 2018 - Dec 2022 |
0.00%
0 out of 110 |
US Inflation Adjusted | +14.14% |
+21.59%
Mar 2010 - Feb 2015 |
+2.18%
Oct 2018 - Sep 2023 |
0.00%
0 out of 110 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.53% |
+20.91%
Jul 2010 - Jun 2016 |
+6.51%
Nov 2017 - Oct 2023 |
0.00%
0 out of 98 |
US Inflation Adjusted | +13.60% |
+18.89%
Jul 2010 - Jun 2016 |
+2.66%
Nov 2017 - Oct 2023 |
0.00%
0 out of 98 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.79% |
+20.20%
Jul 2010 - Jun 2017 |
+9.04%
Nov 2016 - Oct 2023 |
0.00%
0 out of 86 |
US Inflation Adjusted | +13.97% |
+18.21%
Jul 2010 - Jun 2017 |
+5.36%
Nov 2016 - Oct 2023 |
0.00%
0 out of 86 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.20% |
+19.59%
Sep 2010 - Aug 2018 |
+8.60%
Mar 2015 - Feb 2023 |
0.00%
0 out of 74 |
US Inflation Adjusted | +14.33% |
+17.46%
Sep 2010 - Aug 2018 |
+5.29%
Nov 2015 - Oct 2023 |
0.00%
0 out of 74 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.77% |
+19.79%
Jan 2013 - Dec 2021 |
+8.51%
Nov 2014 - Oct 2023 |
0.00%
0 out of 62 |
US Inflation Adjusted | +14.64% |
+17.23%
Jan 2013 - Dec 2021 |
+5.43%
Nov 2014 - Oct 2023 |
0.00%
0 out of 62 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.80% |
+19.94%
Jan 2012 - Dec 2021 |
+10.07%
Nov 2013 - Oct 2023 |
0.00%
0 out of 50 |
US Inflation Adjusted | +13.20% |
+17.62%
Sep 2011 - Aug 2021 |
+7.09%
Nov 2013 - Oct 2023 |
0.00%
0 out of 50 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.17% |
+20.29%
Sep 2010 - Aug 2021 |
+11.87%
Nov 2012 - Oct 2023 |
0.00%
0 out of 38 |
US Inflation Adjusted | +11.39% |
+17.86%
Sep 2010 - Aug 2021 |
+9.03%
Nov 2012 - Oct 2023 |
0.00%
0 out of 38 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.03% |
+18.14%
Mar 2010 - Feb 2022 |
+12.67%
Nov 2011 - Oct 2023 |
0.00%
0 out of 26 |
US Inflation Adjusted | +11.15% |
+15.51%
Mar 2010 - Feb 2022 |
+9.84%
Nov 2011 - Oct 2023 |
0.00%
0 out of 26 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.13% |
+15.62%
Jul 2010 - Jun 2023 |
+12.68%
Nov 2010 - Oct 2023 |
0.00%
0 out of 14 |
US Inflation Adjusted | +11.28% |
+12.67%
Jul 2010 - Jun 2023 |
+9.78%
Nov 2010 - Oct 2023 |
0.00%
0 out of 14 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.07% |
+15.23%
Mar 2010 - Feb 2024 |
+15.07%
Apr 2010 - Mar 2024 |
0.00%
0 out of 2 |
US Inflation Adjusted | +12.13% |
+12.31%
Mar 2010 - Feb 2024 |
+12.13%
Apr 2010 - Mar 2024 |
0.00%
0 out of 2 |
To obtain comprehensive information, please consult the Stocks/Bonds 60/40 2x Leveraged Portfolio: ETF allocation and returns page.