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

Data Source: from January 2009 to March 2024 (~15 years)
Consolidated Returns as of 31 March 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 April 2014 - 31 March 2024 (10 Years)
Data Source: 1 January 2009 - 31 March 2024 (~15 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +15.03% +212.71%
Dec 2012 - Nov 2013 		-32.02%
Jul 2011 - Jun 2012 		13.37%
23 out of 172
US Inflation Adjusted +13.05% +208.90%
Dec 2012 - Nov 2013 		-33.13%
Jul 2011 - Jun 2012 		15.70%
27 out of 172
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +18.71% +98.23%
Dec 2011 - Nov 2013 		-6.86%
Dec 2013 - Nov 2015 		9.38%
15 out of 160
US Inflation Adjusted +15.80% +95.28%
Dec 2011 - Nov 2013 		-11.05%
Nov 2021 - Oct 2023 		13.75%
22 out of 160
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +17.15% +71.19%
Dec 2010 - Nov 2013 		-2.31%
Dec 2013 - Nov 2016 		0.68%
1 out of 148
US Inflation Adjusted +14.74% +67.58%
Dec 2010 - Nov 2013 		-3.39%
Dec 2013 - Nov 2016 		6.08%
9 out of 148
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)

Swipe left to see all data
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 136
US Inflation Adjusted +15.02% +51.88%
Dec 2009 - Nov 2013 		+1.43%
Oct 2018 - Sep 2022 		0.00%
0 out of 136
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)

Swipe left to see all data
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 124
US Inflation Adjusted +15.44% +40.20%
Mar 2009 - Feb 2014 		+2.42%
Jan 2018 - Dec 2022 		0.00%
0 out of 124
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)

Swipe left to see all data
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 112
US Inflation Adjusted +18.50% +34.47%
Mar 2009 - Feb 2015 		+4.42%
Feb 2018 - Jan 2024 		0.00%
0 out of 112
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)

Swipe left to see all data
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 100
US Inflation Adjusted +20.54% +28.18%
Mar 2009 - Feb 2016 		+7.16%
Dec 2013 - Nov 2020 		0.00%
0 out of 100
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)

Swipe left to see all data
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 88
US Inflation Adjusted +21.03% +27.13%
Feb 2010 - Jan 2018 		+6.71%
Jan 2015 - Dec 2022 		0.00%
0 out of 88
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)

Swipe left to see all data
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 76
US Inflation Adjusted +21.14% +26.91%
Mar 2009 - Feb 2018 		+4.38%
Dec 2013 - Nov 2022 		0.00%
0 out of 76
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)

Swipe left to see all data
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 64
US Inflation Adjusted +20.22% +24.14%
Mar 2009 - Feb 2019 		+4.65%
Dec 2013 - Nov 2023 		0.00%
0 out of 64
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)

Swipe left to see all data
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 52
US Inflation Adjusted +19.54% +22.90%
Sep 2010 - Aug 2021 		+10.84%
Jul 2011 - Jun 2022 		0.00%
0 out of 52
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)

Swipe left to see all data
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 40
US Inflation Adjusted +18.48% +22.87%
Mar 2009 - Feb 2021 		+10.65%
Jul 2011 - Jun 2023 		0.00%
0 out of 40
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)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +20.05% +23.54%
Mar 2009 - Feb 2022 		+19.06%
Nov 2010 - Oct 2023 		0.00%
0 out of 28
US Inflation Adjusted +17.12% +20.80%
Mar 2009 - Feb 2022 		+16.00%
Nov 2010 - Oct 2023 		0.00%
0 out of 28
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)

Swipe left to see all data
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 16
US Inflation Adjusted +16.85% +17.87%
Mar 2009 - Feb 2023 		+16.06%
Oct 2009 - Sep 2023 		0.00%
0 out of 16
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)

Swipe left to see all data
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 4
US Inflation Adjusted +17.07% +17.84%
Mar 2009 - Feb 2024 		+16.59%
Jan 2009 - Dec 2023 		0.00%
0 out of 4
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.