Stocks/Bonds 60/40 2x Leveraged Portfolio: Rolling Returns

Data Source: from March 2010 to January 2024 (~14 years)
Consolidated Returns as of 31 January 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.

STOCKS/BONDS 60/40 2X LEVERAGED PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 March 2010 - 31 January 2024 (~14 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 -35.46 01/2022
12/2022
0.64$ -5.35 0.94$ 14.44 1.14$ 26.36 1.26$ 48.25 11/2020
10/2021
1.48$ 18.50 16.51%
2Y -16.51 11/2021
10/2023
0.69$ -1.72 0.96$ 12.97 1.27$ 22.53 1.50$ 31.43 01/2019
12/2020
1.72$ -4.49 16.49%
3Y 1.10 11/2020
10/2023
1.03$ 5.74 1.18$ 13.01 1.44$ 18.60 1.66$ 31.99 01/2019
12/2021
2.29$ 4.60 0.00%
4Y 3.39 11/2019
10/2023
1.14$ 8.27 1.37$ 13.50 1.65$ 18.43 1.96$ 21.12 09/2017
08/2021
2.15$ 7.10 0.00%
5Y 6.15 01/2018
12/2022
1.34$ 8.38 1.49$ 12.83 1.82$ 18.34 2.32$ 21.71 01/2017
12/2021
2.67$ 11.96 0.00%
6Y 6.51 11/2017
10/2023
1.45$ 9.35 1.71$ 12.71 2.05$ 17.58 2.64$ 20.23 01/2016
12/2021
3.02$ 8.96 0.00%
7Y 9.04 11/2016
10/2023
1.83$ 10.65 2.03$ 12.11 2.22$ 16.13 2.84$ 17.34 08/2014
07/2021
3.06$ 11.89 0.00%
8Y 8.60 03/2015
02/2023
1.93$ 8.85 1.97$ 10.65 2.24$ 12.86 2.63$ 16.84 02/2014
01/2022
3.47$ 12.86 0.00%
9Y 8.51 11/2014
10/2023
2.08$ 9.55 2.27$ 10.71 2.49$ 10.95 2.54$ 11.55 02/2014
01/2023
2.67$ 10.94 0.00%
10Y 12.23 02/2014
01/2024
3.16$ 12.23 3.16$ 12.23 3.16$ 12.23 3.16$ 12.23 02/2014
01/2024
3.16$ 12.23 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 -39.35 01/2022
12/2022
0.60$ -7.25 0.92$ 11.21 1.11$ 23.65 1.23$ 43.83 04/2020
03/2021
1.43$ 14.93 21.10%
2Y -20.84 11/2021
10/2023
0.62$ -8.12 0.84$ 10.73 1.22$ 19.93 1.43$ 29.09 01/2019
12/2020
1.66$ -8.79 19.59%
3Y -4.37 11/2020
10/2023
0.87$ 0.21 1.00$ 11.50 1.38$ 15.97 1.55$ 27.44 01/2019
12/2021
2.06$ -1.00 14.12%
4Y -1.13 11/2019
10/2023
0.95$ 3.93 1.16$ 11.50 1.54$ 15.56 1.78$ 17.93 09/2017
08/2021
1.93$ 2.41 1.37%
5Y 2.18 10/2018
09/2023
1.11$ 4.36 1.23$ 10.91 1.67$ 15.77 2.07$ 18.20 01/2017
12/2021
2.30$ 7.49 0.00%
6Y 2.66 11/2017
10/2023
1.17$ 5.46 1.37$ 11.06 1.87$ 14.90 2.30$ 17.12 09/2015
08/2021
2.58$ 5.06 0.00%
7Y 5.36 11/2016
10/2023
1.44$ 6.95 1.60$ 8.73 1.79$ 14.00 2.50$ 15.09 08/2014
07/2021
2.67$ 8.12 0.00%
8Y 5.29 11/2015
10/2023
1.50$ 5.88 1.57$ 7.61 1.79$ 9.77 2.10$ 14.21 02/2014
01/2022
2.89$ 9.19 0.00%
9Y 5.43 11/2014
10/2023
1.60$ 6.46 1.75$ 7.46 1.91$ 7.93 1.98$ 8.57 02/2014
01/2023
2.09$ 7.58 0.00%
10Y 9.19 02/2014
01/2024
2.40$ 9.19 2.40$ 9.19 2.40$ 9.19 2.40$ 9.19 02/2014
01/2024
2.40$ 9.19 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 -35.46 01/2022
12/2022
0.64$ 1.70 1.01$ 17.54 1.17$ 29.76 1.29$ 48.25 11/2020
10/2021
1.48$ 18.50 11.54%
2Y -16.51 11/2021
10/2023
0.69$ 6.50 1.13$ 15.54 1.33$ 25.43 1.57$ 31.43 01/2019
12/2020
1.72$ -4.49 11.11%
3Y 1.10 11/2020
10/2023
1.03$ 9.52 1.31$ 15.14 1.52$ 22.36 1.83$ 31.99 01/2019
12/2021
2.29$ 4.60 0.00%
4Y 3.39 11/2019
10/2023
1.14$ 9.53 1.43$ 16.38 1.83$ 20.98 2.14$ 27.11 07/2010
06/2014
2.61$ 7.10 0.00%
5Y 6.15 01/2018
12/2022
1.34$ 9.97 1.60$ 16.34 2.13$ 19.30 2.41$ 23.55 03/2010
02/2015
2.87$ 11.96 0.00%
6Y 6.51 11/2017
10/2023
1.45$ 10.49 1.81$ 15.75 2.40$ 18.65 2.78$ 20.91 07/2010
06/2016
3.12$ 8.96 0.00%
7Y 9.04 11/2016
10/2023
1.83$ 11.11 2.09$ 15.93 2.81$ 17.87 3.16$ 20.20 07/2010
06/2017
3.62$ 11.89 0.00%
8Y 8.60 03/2015
02/2023
1.93$ 10.58 2.23$ 16.29 3.34$ 18.22 3.81$ 19.59 09/2010
08/2018
4.18$ 12.86 0.00%
9Y 8.51 11/2014
10/2023
2.08$ 10.85 2.52$ 16.81 4.04$ 18.50 4.60$ 19.79 01/2013
12/2021
5.07$ 10.94 0.00%
10Y 10.07 11/2013
10/2023
2.61$ 12.15 3.14$ 16.03 4.42$ 18.45 5.43$ 19.94 01/2012
12/2021
6.15$ 12.23 0.00%
11Y 11.87 11/2012
10/2023
3.43$ 13.12 3.87$ 14.54 4.45$ 19.05 6.80$ 20.29 09/2010
08/2021
7.63$ 13.58 0.00%
12Y 12.67 11/2011
10/2023
4.18$ 13.13 4.39$ 14.01 4.82$ 15.98 5.92$ 18.14 03/2010
02/2022
7.39$ 14.11 0.00%
13Y 12.68 11/2010
10/2023
4.72$ 13.45 5.15$ 14.13 5.57$ 15.08 6.20$ 15.62 07/2010
06/2023
6.59$ 14.13 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 -39.35 01/2022
12/2022
0.60$ -0.30 0.99$ 15.19 1.15$ 26.09 1.26$ 43.83 04/2020
03/2021
1.43$ 14.93 14.74%
2Y -20.84 11/2021
10/2023
0.62$ 4.72 1.09$ 13.48 1.28$ 22.58 1.50$ 29.09 01/2019
12/2020
1.66$ -8.79 13.19%
3Y -4.37 11/2020
10/2023
0.87$ 6.32 1.20$ 13.26 1.45$ 20.14 1.73$ 27.44 01/2019
12/2021
2.06$ -1.00 9.09%
4Y -1.13 11/2019
10/2023
0.95$ 5.64 1.24$ 14.34 1.70$ 18.82 1.99$ 24.34 07/2010
06/2014
2.39$ 2.41 0.83%
5Y 2.18 10/2018
09/2023
1.11$ 6.13 1.34$ 14.45 1.96$ 17.39 2.22$ 21.59 03/2010
02/2015
2.65$ 7.49 0.00%
6Y 2.66 11/2017
10/2023
1.17$ 6.53 1.46$ 13.60 2.14$ 16.36 2.48$ 18.89 07/2010
06/2016
2.82$ 5.06 0.00%
7Y 5.36 11/2016
10/2023
1.44$ 7.42 1.65$ 13.98 2.49$ 15.95 2.81$ 18.21 07/2010
06/2017
3.22$ 8.12 0.00%
8Y 5.29 11/2015
10/2023
1.50$ 7.07 1.72$ 14.52 2.95$ 16.05 3.28$ 17.46 09/2010
08/2018
3.62$ 9.19 0.00%
9Y 5.43 11/2014
10/2023
1.60$ 7.58 1.92$ 14.75 3.44$ 16.62 3.98$ 17.23 01/2013
12/2021
4.18$ 7.58 0.00%
10Y 7.09 11/2013
10/2023
1.98$ 9.19 2.40$ 14.14 3.75$ 16.27 4.51$ 17.62 09/2011
08/2021
5.06$ 9.19 0.00%
11Y 9.03 11/2012
10/2023
2.58$ 10.25 2.92$ 11.73 3.38$ 16.49 5.36$ 17.86 09/2010
08/2021
6.09$ 10.62 0.00%
12Y 9.84 11/2011
10/2023
3.08$ 10.30 3.24$ 11.15 3.55$ 13.13 4.39$ 15.51 03/2010
02/2022
5.64$ 11.23 0.00%
13Y 9.78 11/2010
10/2023
3.36$ 10.51 3.66$ 11.28 4.01$ 12.11 4.41$ 12.67 07/2010
06/2023
4.71$ 11.21 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 +17.54% +48.25%
Nov 2020 - Oct 2021
-35.46%
Jan 2022 - Dec 2022
11.54%
18 out of 156
US Inflation Adjusted +15.19% +43.83%
Apr 2020 - Mar 2021
-39.35%
Jan 2022 - Dec 2022
14.74%
23 out of 156
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 +15.54% +31.43%
Jan 2019 - Dec 2020
-16.51%
Nov 2021 - Oct 2023
11.11%
16 out of 144
US Inflation Adjusted +13.48% +29.09%
Jan 2019 - Dec 2020
-20.84%
Nov 2021 - Oct 2023
13.19%
19 out of 144
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 +15.14% +31.99%
Jan 2019 - Dec 2021
+1.10%
Nov 2020 - Oct 2023
0.00%
0 out of 132
US Inflation Adjusted +13.26% +27.44%
Jan 2019 - Dec 2021
-4.37%
Nov 2020 - Oct 2023
9.09%
12 out of 132
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 +16.38% +27.11%
Jul 2010 - Jun 2014
+3.39%
Nov 2019 - Oct 2023
0.00%
0 out of 120
US Inflation Adjusted +14.34% +24.34%
Jul 2010 - Jun 2014
-1.13%
Nov 2019 - Oct 2023
0.83%
1 out of 120
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 +16.34% +23.55%
Mar 2010 - Feb 2015
+6.15%
Jan 2018 - Dec 2022
0.00%
0 out of 108
US Inflation Adjusted +14.45% +21.59%
Mar 2010 - Feb 2015
+2.18%
Oct 2018 - Sep 2023
0.00%
0 out of 108
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 +15.75% +20.91%
Jul 2010 - Jun 2016
+6.51%
Nov 2017 - Oct 2023
0.00%
0 out of 96
US Inflation Adjusted +13.60% +18.89%
Jul 2010 - Jun 2016
+2.66%
Nov 2017 - Oct 2023
0.00%
0 out of 96
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 +15.93% +20.20%
Jul 2010 - Jun 2017
+9.04%
Nov 2016 - Oct 2023
0.00%
0 out of 84
US Inflation Adjusted +13.98% +18.21%
Jul 2010 - Jun 2017
+5.36%
Nov 2016 - Oct 2023
0.00%
0 out of 84
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 +16.29% +19.59%
Sep 2010 - Aug 2018
+8.60%
Mar 2015 - Feb 2023
0.00%
0 out of 72
US Inflation Adjusted +14.52% +17.46%
Sep 2010 - Aug 2018
+5.29%
Nov 2015 - Oct 2023
0.00%
0 out of 72
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 +16.81% +19.79%
Jan 2013 - Dec 2021
+8.51%
Nov 2014 - Oct 2023
0.00%
0 out of 60
US Inflation Adjusted +14.75% +17.23%
Jan 2013 - Dec 2021
+5.43%
Nov 2014 - Oct 2023
0.00%
0 out of 60
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 +16.03% +19.94%
Jan 2012 - Dec 2021
+10.07%
Nov 2013 - Oct 2023
0.00%
0 out of 48
US Inflation Adjusted +14.14% +17.62%
Sep 2011 - Aug 2021
+7.09%
Nov 2013 - Oct 2023
0.00%
0 out of 48
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 +14.54% +20.29%
Sep 2010 - Aug 2021
+11.87%
Nov 2012 - Oct 2023
0.00%
0 out of 36
US Inflation Adjusted +11.73% +17.86%
Sep 2010 - Aug 2021
+9.03%
Nov 2012 - Oct 2023
0.00%
0 out of 36
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 +14.01% +18.14%
Mar 2010 - Feb 2022
+12.67%
Nov 2011 - Oct 2023
0.00%
0 out of 24
US Inflation Adjusted +11.15% +15.51%
Mar 2010 - Feb 2022
+9.84%
Nov 2011 - Oct 2023
0.00%
0 out of 24
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 +14.13% +15.62%
Jul 2010 - Jun 2023
+12.68%
Nov 2010 - Oct 2023
0.00%
0 out of 12
US Inflation Adjusted +11.28% +12.67%
Jul 2010 - Jun 2023
+9.78%
Nov 2010 - Oct 2023
0.00%
0 out of 12
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Stocks/Bonds 60/40 2x Leveraged Portfolio: ETF allocation and returns page.