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

Last Update: 31 May 2023

Implementing 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 4 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 2 years rolling periods, you would have obtained a positive returns 94.67% of times

All the returns are calculated over the available historical serie, starting from January 2009 until May 2023.

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 60/40 with Bitcoin Portfolio: ETF allocation and returns page.

Rolling Returns

Stocks/Bonds 60/40 with Bitcoin Portfolio: annualized rolling and average returns

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Rolling Period	Annualized Return (%)				Negative Periods
Rolling Period	Average	Latest	Best	Worst	Negative Periods
1 Year	24.10	0.75	212.71 Dec 2012 - Nov 2013	-32.02 Jul 2011 - Jun 2012	14.20%
2 Years	23.18	-2.32	98.23 Dec 2011 - Nov 2013	-6.86 Dec 2013 - Nov 2015	5.33%
3 Years	22.44	7.56	71.19 Dec 2010 - Nov 2013	-2.31 Dec 2013 - Nov 2016	0.72%
4 Years	22.67	8.36	54.75 Dec 2009 - Nov 2013	5.61 Oct 2018 - Sep 2022	0.00%
5 Years	22.79	7.87	43.09 Mar 2009 - Feb 2014	5.93 Dec 2013 - Nov 2018	0.00%
6 Years	21.90	11.10	36.76 Mar 2009 - Feb 2015	7.48 Dec 2013 - Nov 2019	0.00%
7 Years	21.41	11.73	30.26 Dec 2010 - Nov 2017	8.83 Dec 2013 - Nov 2020	0.00%
8 Years	21.52	10.61	29.33 Sep 2010 - Aug 2018	9.77 Oct 2014 - Sep 2022	0.00%
9 Years	22.10	10.17	29.18 Mar 2009 - Feb 2018	7.24 Dec 2013 - Nov 2022	0.00%
10 Years	22.35	16.93	26.33 Mar 2009 - Feb 2019	16.63 Jul 2011 - Jun 2021	0.00%
11 Years	21.93	18.75	25.44 Sep 2010 - Aug 2021	13.62 Jul 2011 - Jun 2022	0.00%
12 Years	22.04	15.53	25.09 Mar 2009 - Feb 2021	15.53 Jun 2011 - May 2023	0.00%
13 Years	20.97	20.11	23.54 Mar 2009 - Feb 2022	19.51 Oct 2009 - Sep 2022	0.00%
14 Years	20.28	19.91	20.84 Mar 2009 - Feb 2023	19.50 Jan 2009 - Dec 2022	0.00%

Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average Return	Best Return	Worst Return	Negative Periods
+24.10%	+212.71% Dec 2012 - Nov 2013	-32.02% Jul 2011 - Jun 2012	14.20% 23 out of 162

1 Year Annualized Rolling Returns over time

1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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Average Return	Best Return	Worst Return	Negative Periods
+23.18%	+98.23% Dec 2011 - Nov 2013	-6.86% Dec 2013 - Nov 2015	5.33% 8 out of 150

2 Years Annualized Rolling Returns over time

2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.44%	+71.19% Dec 2010 - Nov 2013	-2.31% Dec 2013 - Nov 2016	0.72% 1 out of 138

3 Years Annualized Rolling Returns over time

3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.67%	+54.75% Dec 2009 - Nov 2013	+5.61% Oct 2018 - Sep 2022	0.00% 0 out of 126

4 Years Annualized Rolling Returns over time

4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.79%	+43.09% Mar 2009 - Feb 2014	+5.93% Dec 2013 - Nov 2018	0.00% 0 out of 114

5 Years Annualized Rolling Returns over time

5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.90%	+36.76% Mar 2009 - Feb 2015	+7.48% Dec 2013 - Nov 2019	0.00% 0 out of 102

6 Years Annualized Rolling Returns over time

6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.41%	+30.26% Dec 2010 - Nov 2017	+8.83% Dec 2013 - Nov 2020	0.00% 0 out of 90

7 Years Annualized Rolling Returns over time

7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.52%	+29.33% Sep 2010 - Aug 2018	+9.77% Oct 2014 - Sep 2022	0.00% 0 out of 78

8 Years Annualized Rolling Returns over time

8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.10%	+29.18% Mar 2009 - Feb 2018	+7.24% Dec 2013 - Nov 2022	0.00% 0 out of 66

9 Years Annualized Rolling Returns over time

9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.35%	+26.33% Mar 2009 - Feb 2019	+16.63% Jul 2011 - Jun 2021	0.00% 0 out of 54

10 Years Annualized Rolling Returns over time

10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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Average Return	Best Return	Worst Return	Negative Periods
+21.93%	+25.44% Sep 2010 - Aug 2021	+13.62% Jul 2011 - Jun 2022	0.00% 0 out of 42

11 Years Annualized Rolling Returns over time

11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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Average Return	Best Return	Worst Return	Negative Periods
+22.04%	+25.09% Mar 2009 - Feb 2021	+15.53% Jun 2011 - May 2023	0.00% 0 out of 30

12 Years Annualized Rolling Returns over time

12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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Average Return	Best Return	Worst Return	Negative Periods
+20.97%	+23.54% Mar 2009 - Feb 2022	+19.51% Oct 2009 - Sep 2022	0.00% 0 out of 18

13 Years Annualized Rolling Returns over time

13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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Average Return	Best Return	Worst Return	Negative Periods
+20.28%	+20.84% Mar 2009 - Feb 2023	+19.50% Jan 2009 - Dec 2022	0.00% 0 out of 6

14 Years Annualized Rolling Returns over time

14 Years Annualized Rolling Returns Histogram

In order to have complete information about the portfolio, please refer to the Stocks/Bonds 60/40 with Bitcoin Portfolio: ETF allocation and returns page.