Consolidated Returns as of 30 June 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.00% |
+48.25%
Nov 2020 - Oct 2021 |
-35.46%
Jan 2022 - Dec 2022 |
11.18%
18 out of 161 |
US Inflation Adjusted | +15.54% |
+43.83%
Apr 2020 - Mar 2021 |
-39.35%
Jan 2022 - Dec 2022 |
14.29%
23 out of 161 |
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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 |
11.41%
17 out of 149 |
US Inflation Adjusted | +13.08% |
+29.09%
Jan 2019 - Dec 2020 |
-20.84%
Nov 2021 - Oct 2023 |
14.09%
21 out of 149 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.04% |
+31.99%
Jan 2019 - Dec 2021 |
+0.23%
May 2021 - Apr 2024 |
0.00%
0 out of 137 |
US Inflation Adjusted | +12.90% |
+27.44%
Jan 2019 - Dec 2021 |
-4.99%
May 2021 - Apr 2024 |
12.41%
17 out of 137 |
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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 125 |
US Inflation Adjusted | +14.12% |
+24.34%
Jul 2010 - Jun 2014 |
-1.13%
Nov 2019 - Oct 2023 |
0.80%
1 out of 125 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.23% |
+23.55%
Mar 2010 - Feb 2015 |
+6.15%
Jan 2018 - Dec 2022 |
0.00%
0 out of 113 |
US Inflation Adjusted | +14.10% |
+21.59%
Mar 2010 - Feb 2015 |
+2.18%
Oct 2018 - Sep 2023 |
0.00%
0 out of 113 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.31% |
+20.91%
Jul 2010 - Jun 2016 |
+6.51%
Nov 2017 - Oct 2023 |
0.00%
0 out of 101 |
US Inflation Adjusted | +13.52% |
+18.89%
Jul 2010 - Jun 2016 |
+2.66%
Nov 2017 - Oct 2023 |
0.00%
0 out of 101 |
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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 89 |
US Inflation Adjusted | +13.94% |
+18.21%
Jul 2010 - Jun 2017 |
+5.36%
Nov 2016 - Oct 2023 |
0.00%
0 out of 89 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.16% |
+19.59%
Sep 2010 - Aug 2018 |
+8.60%
Mar 2015 - Feb 2023 |
0.00%
0 out of 77 |
US Inflation Adjusted | +14.21% |
+17.46%
Sep 2010 - Aug 2018 |
+5.29%
Nov 2015 - Oct 2023 |
0.00%
0 out of 77 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.66% |
+19.79%
Jan 2013 - Dec 2021 |
+8.51%
Nov 2014 - Oct 2023 |
0.00%
0 out of 65 |
US Inflation Adjusted | +14.44% |
+17.23%
Jan 2013 - Dec 2021 |
+5.43%
Nov 2014 - Oct 2023 |
0.00%
0 out of 65 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.18% |
+19.94%
Jan 2012 - Dec 2021 |
+10.07%
Nov 2013 - Oct 2023 |
0.00%
0 out of 53 |
US Inflation Adjusted | +13.03% |
+17.62%
Sep 2011 - Aug 2021 |
+7.09%
Nov 2013 - Oct 2023 |
0.00%
0 out of 53 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.03% |
+20.29%
Sep 2010 - Aug 2021 |
+11.87%
Nov 2012 - Oct 2023 |
0.00%
0 out of 41 |
US Inflation Adjusted | +11.08% |
+17.86%
Sep 2010 - Aug 2021 |
+9.03%
Nov 2012 - Oct 2023 |
0.00%
0 out of 41 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.11% |
+18.14%
Mar 2010 - Feb 2022 |
+12.67%
Nov 2011 - Oct 2023 |
0.00%
0 out of 29 |
US Inflation Adjusted | +11.23% |
+15.51%
Mar 2010 - Feb 2022 |
+9.84%
Nov 2011 - Oct 2023 |
0.00%
0 out of 29 |
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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 17 |
US Inflation Adjusted | +11.28% |
+12.67%
Jul 2010 - Jun 2023 |
+9.78%
Nov 2010 - Oct 2023 |
0.00%
0 out of 17 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.23% |
+16.16%
Jul 2010 - Jun 2024 |
+14.15%
May 2010 - Apr 2024 |
0.00%
0 out of 5 |
US Inflation Adjusted | +12.31% |
+13.16%
Jul 2010 - Jun 2024 |
+11.21%
May 2010 - Apr 2024 |
0.00%
0 out of 5 |
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To obtain comprehensive information, please consult the Stocks/Bonds 60/40 2x Leveraged Portfolio: ETF allocation and returns page.