Stocks/Bonds 60/40 with Bitcoin Portfolio: Rolling Returns

Data Source: from January 2009 to April 2024 (~15 years)
Consolidated Returns as of 30 April 2024

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

Considering all the available data source (~15 years), the longest period with a negative return lasted 40 months (from December 2013 to March 2017).

This means that every rolling period of 41 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Stocks/Bonds 60/40 with Bitcoin 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 WITH BITCOIN PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 2014 - 30 April 2024 (10 Years)
Data Source: 1 January 2009 - 30 April 2024 (~15 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.03% +212.71%
Dec 2012 - Nov 2013
-32.02%
Jul 2011 - Jun 2012
13.29%
23 out of 173
US Inflation Adjusted +13.05% +208.90%
Dec 2012 - Nov 2013
-33.13%
Jul 2011 - Jun 2012
15.61%
27 out of 173
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 +18.71% +98.23%
Dec 2011 - Nov 2013
-6.86%
Dec 2013 - Nov 2015
9.32%
15 out of 161
US Inflation Adjusted +15.80% +95.28%
Dec 2011 - Nov 2013
-11.05%
Nov 2021 - Oct 2023
13.66%
22 out of 161
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 +17.15% +71.19%
Dec 2010 - Nov 2013
-2.31%
Dec 2013 - Nov 2016
0.67%
1 out of 149
US Inflation Adjusted +14.74% +67.58%
Dec 2010 - Nov 2013
-3.39%
Dec 2013 - Nov 2016
6.71%
10 out of 149
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 +17.78% +54.75%
Dec 2009 - Nov 2013
+5.61%
Oct 2018 - Sep 2022
0.00%
0 out of 137
US Inflation Adjusted +15.02% +51.88%
Dec 2009 - Nov 2013
+1.43%
Oct 2018 - Sep 2022
0.00%
0 out of 137
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 +18.19% +43.09%
Mar 2009 - Feb 2014
+5.93%
Dec 2013 - Nov 2018
0.00%
0 out of 125
US Inflation Adjusted +15.44% +40.20%
Mar 2009 - Feb 2014
+2.42%
Jan 2018 - Dec 2022
0.00%
0 out of 125
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 +20.13% +36.76%
Mar 2009 - Feb 2015
+7.48%
Dec 2013 - Nov 2019
0.00%
0 out of 113
US Inflation Adjusted +18.50% +34.47%
Mar 2009 - Feb 2015
+4.42%
Feb 2018 - Jan 2024
0.00%
0 out of 113
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 +22.34% +30.26%
Dec 2010 - Nov 2017
+8.83%
Dec 2013 - Nov 2020
0.00%
0 out of 101
US Inflation Adjusted +20.54% +28.18%
Mar 2009 - Feb 2016
+7.16%
Dec 2013 - Nov 2020
0.00%
0 out of 101
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 +22.99% +29.33%
Sep 2010 - Aug 2018
+9.77%
Oct 2014 - Sep 2022
0.00%
0 out of 89
US Inflation Adjusted +21.03% +27.13%
Feb 2010 - Jan 2018
+6.71%
Jan 2015 - Dec 2022
0.00%
0 out of 89
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 +23.14% +29.18%
Mar 2009 - Feb 2018
+7.24%
Dec 2013 - Nov 2022
0.00%
0 out of 77
US Inflation Adjusted +21.14% +26.91%
Mar 2009 - Feb 2018
+4.38%
Dec 2013 - Nov 2022
0.00%
0 out of 77
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 +22.35% +26.33%
Mar 2009 - Feb 2019
+7.56%
Dec 2013 - Nov 2023
0.00%
0 out of 65
US Inflation Adjusted +20.22% +24.14%
Mar 2009 - Feb 2019
+4.65%
Dec 2013 - Nov 2023
0.00%
0 out of 65
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 +22.34% +25.44%
Sep 2010 - Aug 2021
+13.62%
Jul 2011 - Jun 2022
0.00%
0 out of 53
US Inflation Adjusted +19.54% +22.90%
Sep 2010 - Aug 2021
+10.84%
Jul 2011 - Jun 2022
0.00%
0 out of 53
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 +21.45% +25.09%
Mar 2009 - Feb 2021
+13.47%
Jul 2011 - Jun 2023
0.00%
0 out of 41
US Inflation Adjusted +18.48% +22.87%
Mar 2009 - Feb 2021
+10.65%
Jul 2011 - Jun 2023
0.00%
0 out of 41
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 +20.05% +23.54%
Mar 2009 - Feb 2022
+17.65%
May 2011 - Apr 2024
0.00%
0 out of 29
US Inflation Adjusted +17.12% +20.80%
Mar 2009 - Feb 2022
+14.66%
May 2011 - Apr 2024
0.00%
0 out of 29
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 +19.85% +20.84%
Mar 2009 - Feb 2023
+19.03%
Oct 2009 - Sep 2023
0.00%
0 out of 17
US Inflation Adjusted +16.85% +17.87%
Mar 2009 - Feb 2023
+16.06%
Oct 2009 - Sep 2023
0.00%
0 out of 17
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 +20.07% +20.87%
Mar 2009 - Feb 2024
+19.57%
Jan 2009 - Dec 2023
0.00%
0 out of 5
US Inflation Adjusted +17.07% +17.84%
Mar 2009 - Feb 2024
+16.59%
Jan 2009 - Dec 2023
0.00%
0 out of 5
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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