Stocks/Bonds 60/40 ESG Portfolio: Rolling Returns

Data Source: from September 2005 to January 2024 (~18 years)
Consolidated Returns as of 31 January 2024

Holding the Stocks/Bonds 60/40 ESG Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~18 years), the longest period with a negative return lasted 45 months (from October 2005 to June 2009).

This means that every rolling period of 46 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Stocks/Bonds 60/40 ESG 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 ESG PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 September 2005 - 31 January 2024 (~18 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 -19.58 01/2022
12/2022
0.80$ -4.58 0.95$ 6.64 1.06$ 15.85 1.15$ 33.35 04/2020
03/2021
1.33$ 14.59 18.35%
2Y -6.69 11/2021
10/2023
0.87$ -0.55 0.98$ 4.84 1.09$ 13.79 1.29$ 20.76 01/2019
12/2020
1.45$ 1.46 16.49%
3Y 2.34 01/2016
12/2018
1.07$ 3.67 1.11$ 5.83 1.18$ 10.99 1.36$ 18.76 01/2019
12/2021
1.67$ 4.08 0.00%
4Y 2.02 01/2015
12/2018
1.08$ 4.03 1.17$ 7.08 1.31$ 9.66 1.44$ 11.78 09/2017
08/2021
1.56$ 7.05 0.00%
5Y 3.12 04/2015
03/2020
1.16$ 4.57 1.25$ 6.49 1.36$ 9.65 1.58$ 10.83 11/2016
10/2021
1.67$ 9.15 0.00%
6Y 4.12 04/2014
03/2020
1.27$ 5.36 1.36$ 6.64 1.47$ 8.82 1.66$ 10.24 01/2016
12/2021
1.79$ 6.62 0.00%
7Y 4.92 07/2015
06/2022
1.39$ 5.55 1.45$ 6.72 1.57$ 8.38 1.75$ 8.88 01/2015
12/2021
1.81$ 6.95 0.00%
8Y 4.82 10/2014
09/2022
1.45$ 5.01 1.47$ 5.67 1.55$ 7.18 1.74$ 8.18 02/2014
01/2022
1.87$ 7.75 0.00%
9Y 5.20 11/2014
10/2023
1.57$ 5.31 1.59$ 5.79 1.65$ 6.34 1.73$ 6.58 02/2015
01/2024
1.77$ 6.58 0.00%
10Y 6.80 02/2014
01/2024
1.93$ 6.80 1.93$ 6.80 1.93$ 6.80 1.93$ 6.80 02/2014
01/2024
1.93$ 6.80 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 -24.43 01/2022
12/2022
0.75$ -6.36 0.93$ 4.57 1.04$ 13.47 1.13$ 29.95 04/2020
03/2021
1.29$ 11.14 27.52%
2Y -11.53 11/2021
10/2023
0.78$ -6.06 0.88$ 2.83 1.05$ 11.62 1.24$ 18.61 01/2019
12/2020
1.40$ -3.11 22.68%
3Y -2.92 11/2020
10/2023
0.91$ -0.01 0.99$ 3.66 1.11$ 7.91 1.25$ 14.66 01/2019
12/2021
1.50$ -1.50 15.29%
4Y 0.31 01/2015
12/2018
1.01$ 1.69 1.06$ 3.57 1.15$ 7.14 1.31$ 8.84 09/2017
08/2021
1.40$ 2.36 0.00%
5Y 0.22 10/2017
09/2022
1.01$ 2.08 1.10$ 3.76 1.20$ 7.24 1.41$ 7.90 11/2016
10/2021
1.46$ 4.79 0.00%
6Y 1.02 10/2016
09/2022
1.06$ 2.06 1.13$ 4.01 1.26$ 6.07 1.42$ 7.36 09/2015
08/2021
1.53$ 2.80 0.00%
7Y 1.73 07/2015
06/2022
1.12$ 2.08 1.15$ 3.19 1.24$ 6.23 1.52$ 6.66 08/2014
07/2021
1.57$ 3.35 0.00%
8Y 1.63 03/2015
02/2023
1.13$ 1.93 1.16$ 2.55 1.22$ 3.81 1.34$ 5.74 02/2014
01/2022
1.56$ 4.24 0.00%
9Y 2.22 11/2014
10/2023
1.21$ 2.46 1.24$ 2.85 1.28$ 3.35 1.34$ 3.44 08/2014
07/2023
1.35$ 3.35 0.00%
10Y 3.91 02/2014
01/2024
1.46$ 3.91 1.46$ 3.91 1.46$ 3.91 1.46$ 3.91 02/2014
01/2024
1.46$ 3.91 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 -30.16 03/2008
02/2009
0.69$ -4.02 0.95$ 9.16 1.09$ 18.52 1.18$ 46.47 03/2009
02/2010
1.46$ 14.59 20.00%
2Y -15.77 03/2007
02/2009
0.70$ -0.74 0.98$ 6.36 1.13$ 16.13 1.34$ 31.85 03/2009
02/2011
1.73$ 1.46 16.67%
3Y -6.98 03/2006
02/2009
0.80$ 2.64 1.08$ 6.68 1.21$ 12.66 1.42$ 21.14 03/2009
02/2012
1.77$ 4.08 5.91%
4Y 1.08 10/2007
09/2011
1.04$ 4.06 1.17$ 7.52 1.33$ 11.22 1.53$ 18.66 03/2009
02/2013
1.98$ 7.05 0.00%
5Y 2.82 06/2007
05/2012
1.14$ 4.59 1.25$ 7.24 1.41$ 10.83 1.67$ 18.46 03/2009
02/2014
2.33$ 9.15 0.00%
6Y 4.12 04/2014
03/2020
1.27$ 5.58 1.38$ 7.14 1.51$ 9.93 1.76$ 16.87 03/2009
02/2015
2.54$ 6.62 0.00%
7Y 4.92 07/2015
06/2022
1.39$ 6.41 1.54$ 7.68 1.67$ 9.41 1.87$ 13.49 03/2009
02/2016
2.42$ 6.95 0.00%
8Y 4.82 10/2014
09/2022
1.45$ 6.29 1.62$ 7.94 1.84$ 9.35 2.04$ 13.49 03/2009
02/2017
2.75$ 7.75 0.00%
9Y 5.13 01/2014
12/2022
1.56$ 6.28 1.73$ 7.82 1.96$ 9.85 2.32$ 12.33 03/2009
02/2018
2.84$ 6.58 0.00%
10Y 5.67 11/2013
10/2023
1.73$ 6.78 1.92$ 7.54 2.06$ 9.16 2.40$ 11.13 03/2009
02/2019
2.87$ 6.80 0.00%
11Y 5.63 01/2008
12/2018
1.82$ 6.61 2.02$ 7.55 2.22$ 9.59 2.73$ 11.12 03/2009
02/2020
3.19$ 7.55 0.00%
12Y 5.75 01/2007
12/2018
1.95$ 6.45 2.11$ 7.33 2.33$ 9.85 3.08$ 11.99 03/2009
02/2021
3.89$ 8.07 0.00%
13Y 5.90 04/2007
03/2020
2.10$ 6.68 2.31$ 7.42 2.53$ 9.22 3.14$ 11.53 03/2009
02/2022
4.13$ 7.56 0.00%
14Y 6.30 04/2006
03/2020
2.35$ 7.16 2.63$ 7.67 2.81$ 8.67 3.20$ 9.83 03/2009
02/2023
3.71$ 8.30 0.00%
15Y 5.87 10/2007
09/2022
2.35$ 6.52 2.57$ 7.72 3.05$ 8.30 3.30$ 9.81 02/2009
01/2024
4.07$ 9.81 0.00%
16Y 6.06 11/2007
10/2023
2.56$ 6.26 2.64$ 6.77 2.85$ 8.10 3.47$ 8.56 11/2005
10/2021
3.72$ 7.13 0.00%
17Y 6.38 11/2006
10/2023
2.86$ 6.59 2.96$ 6.76 3.03$ 6.97 3.14$ 7.11 08/2006
07/2023
3.21$ 6.97 0.00%
18Y 6.74 10/2005
09/2023
3.23$ 6.74 3.23$ 7.05 3.40$ 7.19 3.49$ 7.33 01/2006
12/2023
3.57$ 7.19 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 -30.17 03/2008
02/2009
0.69$ -5.55 0.94$ 7.04 1.07$ 16.22 1.16$ 43.38 03/2009
02/2010
1.43$ 11.14 28.10%
2Y -17.47 03/2007
02/2009
0.68$ -5.54 0.89$ 4.23 1.08$ 13.47 1.28$ 29.09 03/2009
02/2011
1.66$ -3.11 21.21%
3Y -8.96 03/2006
02/2009
0.75$ -0.68 0.97$ 4.93 1.15$ 10.41 1.34$ 18.31 03/2009
02/2012
1.65$ -1.50 18.82%
4Y -0.99 10/2007
09/2011
0.96$ 1.94 1.07$ 5.42 1.23$ 9.32 1.42$ 15.99 03/2009
02/2013
1.81$ 2.36 0.57%
5Y 0.22 10/2017
09/2022
1.01$ 2.17 1.11$ 5.36 1.29$ 8.96 1.53$ 16.07 03/2009
02/2014
2.10$ 4.79 0.00%
6Y 1.02 10/2016
09/2022
1.06$ 2.84 1.18$ 5.47 1.37$ 8.16 1.60$ 14.92 03/2009
02/2015
2.30$ 2.80 0.00%
7Y 1.73 07/2015
06/2022
1.12$ 3.35 1.25$ 5.89 1.49$ 7.63 1.67$ 11.73 03/2009
02/2016
2.17$ 3.35 0.00%
8Y 1.63 03/2015
02/2023
1.13$ 3.46 1.31$ 5.95 1.58$ 7.55 1.79$ 11.56 03/2009
02/2017
2.39$ 4.24 0.00%
9Y 2.22 11/2014
10/2023
1.21$ 3.44 1.35$ 5.95 1.68$ 8.01 2.00$ 10.36 03/2009
02/2018
2.42$ 3.35 0.00%
10Y 2.81 11/2013
10/2023
1.31$ 4.26 1.51$ 5.61 1.72$ 7.21 2.00$ 9.20 03/2009
02/2019
2.41$ 3.91 0.00%
11Y 3.93 01/2008
12/2018
1.52$ 4.62 1.64$ 5.37 1.77$ 7.71 2.26$ 9.14 03/2009
02/2020
2.61$ 4.75 0.00%
12Y 3.84 01/2007
12/2018
1.57$ 4.22 1.64$ 5.28 1.85$ 7.57 2.40$ 10.01 03/2009
02/2021
3.14$ 5.34 0.00%
13Y 4.05 04/2007
03/2020
1.67$ 4.67 1.81$ 5.07 1.90$ 7.08 2.43$ 9.22 12/2008
11/2021
3.14$ 4.81 0.00%
14Y 4.37 04/2006
03/2020
1.81$ 4.98 1.97$ 5.61 2.14$ 6.11 2.29$ 7.12 03/2009
02/2023
2.62$ 5.60 0.00%
15Y 3.41 10/2007
09/2022
1.65$ 4.05 1.81$ 5.40 2.20$ 6.14 2.44$ 7.07 02/2009
01/2024
2.78$ 7.07 0.00%
16Y 3.54 11/2007
10/2023
1.74$ 3.73 1.79$ 4.24 1.94$ 5.96 2.52$ 6.36 11/2005
10/2021
2.68$ 4.63 0.00%
17Y 3.78 11/2006
10/2023
1.87$ 4.05 1.96$ 4.23 2.02$ 4.39 2.07$ 4.58 08/2006
07/2023
2.14$ 4.36 0.00%
18Y 4.19 10/2005
09/2023
2.09$ 4.19 2.09$ 4.43 2.18$ 4.60 2.24$ 4.72 01/2006
12/2023
2.29$ 4.60 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 +9.16% +46.47%
Mar 2009 - Feb 2010
-30.16%
Mar 2008 - Feb 2009
20.00%
42 out of 210
US Inflation Adjusted +7.04% +43.38%
Mar 2009 - Feb 2010
-30.17%
Mar 2008 - Feb 2009
28.10%
59 out of 210
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 +6.36% +31.85%
Mar 2009 - Feb 2011
-15.77%
Mar 2007 - Feb 2009
16.67%
33 out of 198
US Inflation Adjusted +4.23% +29.09%
Mar 2009 - Feb 2011
-17.47%
Mar 2007 - Feb 2009
21.21%
42 out of 198
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 +6.68% +21.14%
Mar 2009 - Feb 2012
-6.98%
Mar 2006 - Feb 2009
5.91%
11 out of 186
US Inflation Adjusted +4.93% +18.31%
Mar 2009 - Feb 2012
-8.96%
Mar 2006 - Feb 2009
18.82%
35 out of 186
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 +7.52% +18.66%
Mar 2009 - Feb 2013
+1.08%
Oct 2007 - Sep 2011
0.00%
0 out of 174
US Inflation Adjusted +5.42% +15.99%
Mar 2009 - Feb 2013
-0.99%
Oct 2007 - Sep 2011
0.57%
1 out of 174
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 +7.24% +18.46%
Mar 2009 - Feb 2014
+2.82%
Jun 2007 - May 2012
0.00%
0 out of 162
US Inflation Adjusted +5.36% +16.07%
Mar 2009 - Feb 2014
+0.22%
Oct 2017 - Sep 2022
0.00%
0 out of 162
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 +7.14% +16.87%
Mar 2009 - Feb 2015
+4.12%
Apr 2014 - Mar 2020
0.00%
0 out of 150
US Inflation Adjusted +5.47% +14.92%
Mar 2009 - Feb 2015
+1.02%
Oct 2016 - Sep 2022
0.00%
0 out of 150
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 +7.68% +13.49%
Mar 2009 - Feb 2016
+4.92%
Jul 2015 - Jun 2022
0.00%
0 out of 138
US Inflation Adjusted +5.89% +11.73%
Mar 2009 - Feb 2016
+1.73%
Jul 2015 - Jun 2022
0.00%
0 out of 138
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 +7.94% +13.49%
Mar 2009 - Feb 2017
+4.82%
Oct 2014 - Sep 2022
0.00%
0 out of 126
US Inflation Adjusted +5.95% +11.56%
Mar 2009 - Feb 2017
+1.63%
Mar 2015 - Feb 2023
0.00%
0 out of 126
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 +7.82% +12.33%
Mar 2009 - Feb 2018
+5.13%
Jan 2014 - Dec 2022
0.00%
0 out of 114
US Inflation Adjusted +5.95% +10.36%
Mar 2009 - Feb 2018
+2.22%
Nov 2014 - Oct 2023
0.00%
0 out of 114
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 +7.54% +11.13%
Mar 2009 - Feb 2019
+5.67%
Nov 2013 - Oct 2023
0.00%
0 out of 102
US Inflation Adjusted +5.61% +9.20%
Mar 2009 - Feb 2019
+2.81%
Nov 2013 - Oct 2023
0.00%
0 out of 102
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 +7.55% +11.12%
Mar 2009 - Feb 2020
+5.63%
Jan 2008 - Dec 2018
0.00%
0 out of 90
US Inflation Adjusted +5.37% +9.14%
Mar 2009 - Feb 2020
+3.93%
Jan 2008 - Dec 2018
0.00%
0 out of 90
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 +7.33% +11.99%
Mar 2009 - Feb 2021
+5.75%
Jan 2007 - Dec 2018
0.00%
0 out of 78
US Inflation Adjusted +5.28% +10.01%
Mar 2009 - Feb 2021
+3.84%
Jan 2007 - Dec 2018
0.00%
0 out of 78
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 +7.42% +11.53%
Mar 2009 - Feb 2022
+5.90%
Apr 2007 - Mar 2020
0.00%
0 out of 66
US Inflation Adjusted +5.07% +9.22%
Dec 2008 - Nov 2021
+4.05%
Apr 2007 - Mar 2020
0.00%
0 out of 66
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 +7.67% +9.83%
Mar 2009 - Feb 2023
+6.30%
Apr 2006 - Mar 2020
0.00%
0 out of 54
US Inflation Adjusted +5.61% +7.12%
Mar 2009 - Feb 2023
+4.37%
Apr 2006 - Mar 2020
0.00%
0 out of 54
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.72% +9.81%
Feb 2009 - Jan 2024
+5.87%
Oct 2007 - Sep 2022
0.00%
0 out of 42
US Inflation Adjusted +5.40% +7.07%
Feb 2009 - Jan 2024
+3.41%
Oct 2007 - Sep 2022
0.00%
0 out of 42
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.77% +8.56%
Nov 2005 - Oct 2021
+6.06%
Nov 2007 - Oct 2023
0.00%
0 out of 30
US Inflation Adjusted +4.24% +6.36%
Nov 2005 - Oct 2021
+3.54%
Nov 2007 - Oct 2023
0.00%
0 out of 30
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.76% +7.11%
Aug 2006 - Jul 2023
+6.38%
Nov 2006 - Oct 2023
0.00%
0 out of 18
US Inflation Adjusted +4.23% +4.58%
Aug 2006 - Jul 2023
+3.78%
Nov 2006 - Oct 2023
0.00%
0 out of 18
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.05% +7.33%
Jan 2006 - Dec 2023
+6.74%
Oct 2005 - Sep 2023
0.00%
0 out of 6
US Inflation Adjusted +4.43% +4.72%
Jan 2006 - Dec 2023
+4.19%
Oct 2005 - Sep 2023
0.00%
0 out of 6
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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