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

Data Source: from March 2010 to April 2024 (~14 years)
Consolidated Returns as of 30 April 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 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 March 2010 - 30 April 2024 (~14 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +17.85% +48.25%
Nov 2020 - Oct 2021
-35.46%
Jan 2022 - Dec 2022
11.32%
18 out of 159
US Inflation Adjusted +15.48% +43.83%
Apr 2020 - Mar 2021
-39.35%
Jan 2022 - Dec 2022
14.47%
23 out of 159
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 +15.47% +31.43%
Jan 2019 - Dec 2020
-16.51%
Nov 2021 - Oct 2023
11.56%
17 out of 147
US Inflation Adjusted +13.08% +29.09%
Jan 2019 - Dec 2020
-20.84%
Nov 2021 - Oct 2023
14.29%
21 out of 147
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 +15.09% +31.99%
Jan 2019 - Dec 2021
+0.23%
May 2021 - Apr 2024
0.00%
0 out of 135
US Inflation Adjusted +13.22% +27.44%
Jan 2019 - Dec 2021
-4.99%
May 2021 - Apr 2024
11.11%
15 out of 135
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 +16.08% +27.11%
Jul 2010 - Jun 2014
+3.39%
Nov 2019 - Oct 2023
0.00%
0 out of 123
US Inflation Adjusted +14.13% +24.34%
Jul 2010 - Jun 2014
-1.13%
Nov 2019 - Oct 2023
0.81%
1 out of 123
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 +16.25% +23.55%
Mar 2010 - Feb 2015
+6.15%
Jan 2018 - Dec 2022
0.00%
0 out of 111
US Inflation Adjusted +14.14% +21.59%
Mar 2010 - Feb 2015
+2.18%
Oct 2018 - Sep 2023
0.00%
0 out of 111
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 +15.53% +20.91%
Jul 2010 - Jun 2016
+6.51%
Nov 2017 - Oct 2023
0.00%
0 out of 99
US Inflation Adjusted +13.60% +18.89%
Jul 2010 - Jun 2016
+2.66%
Nov 2017 - Oct 2023
0.00%
0 out of 99
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 +15.79% +20.20%
Jul 2010 - Jun 2017
+9.04%
Nov 2016 - Oct 2023
0.00%
0 out of 87
US Inflation Adjusted +13.97% +18.21%
Jul 2010 - Jun 2017
+5.36%
Nov 2016 - Oct 2023
0.00%
0 out of 87
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 +16.20% +19.59%
Sep 2010 - Aug 2018
+8.60%
Mar 2015 - Feb 2023
0.00%
0 out of 75
US Inflation Adjusted +14.33% +17.46%
Sep 2010 - Aug 2018
+5.29%
Nov 2015 - Oct 2023
0.00%
0 out of 75
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 +16.77% +19.79%
Jan 2013 - Dec 2021
+8.51%
Nov 2014 - Oct 2023
0.00%
0 out of 63
US Inflation Adjusted +14.64% +17.23%
Jan 2013 - Dec 2021
+5.43%
Nov 2014 - Oct 2023
0.00%
0 out of 63
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 +15.80% +19.94%
Jan 2012 - Dec 2021
+10.07%
Nov 2013 - Oct 2023
0.00%
0 out of 51
US Inflation Adjusted +13.20% +17.62%
Sep 2011 - Aug 2021
+7.09%
Nov 2013 - Oct 2023
0.00%
0 out of 51
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 +14.17% +20.29%
Sep 2010 - Aug 2021
+11.87%
Nov 2012 - Oct 2023
0.00%
0 out of 39
US Inflation Adjusted +11.39% +17.86%
Sep 2010 - Aug 2021
+9.03%
Nov 2012 - Oct 2023
0.00%
0 out of 39
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 +14.03% +18.14%
Mar 2010 - Feb 2022
+12.67%
Nov 2011 - Oct 2023
0.00%
0 out of 27
US Inflation Adjusted +11.15% +15.51%
Mar 2010 - Feb 2022
+9.84%
Nov 2011 - Oct 2023
0.00%
0 out of 27
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 15
US Inflation Adjusted +11.28% +12.67%
Jul 2010 - Jun 2023
+9.78%
Nov 2010 - Oct 2023
0.00%
0 out of 15
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 +15.07% +15.23%
Mar 2010 - Feb 2024
+14.15%
May 2010 - Apr 2024
0.00%
0 out of 3
US Inflation Adjusted +12.13% +12.31%
Mar 2010 - Feb 2024
+11.21%
May 2010 - Apr 2024
0.00%
0 out of 3
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 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.