Technology To EUR Portfolio: Rolling Returns

Data Source: from January 1971 to May 2024 (~53 years)
Consolidated Returns as of 31 May 2024

Holding the Technology To EUR Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~53 years), the longest period with a negative return lasted 216 months (from April 2000 to March 2018).

This means that every rolling period of 217 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Technology To EUR Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

TECHNOLOGY TO EUR PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been 20.56% (updated at May 31, 2024).

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.

TECHNOLOGY TO EUR PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 January 1971 - 31 May 2024 (~53 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.32% +157.13%
Mar 1999 - Feb 2000
-68.34%
Oct 2000 - Sep 2001
28.57%
180 out of 630
Euro Inflation Adjusted +11.77% +152.26%
Mar 1999 - Feb 2000
-69.02%
Oct 2000 - Sep 2001
30.79%
194 out of 630
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 +12.80% +114.44%
Sep 1998 - Aug 2000
-54.27%
Oct 2000 - Sep 2002
19.09%
118 out of 618
Euro Inflation Adjusted +9.62% +111.11%
Sep 1998 - Aug 2000
-55.26%
Sep 2000 - Aug 2002
23.79%
147 out of 618
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 +14.03% +89.44%
Apr 1997 - Mar 2000
-41.34%
Apr 2000 - Mar 2003
18.65%
113 out of 606
Euro Inflation Adjusted +10.69% +86.94%
Apr 1997 - Mar 2000
-42.69%
Apr 2000 - Mar 2003
22.11%
134 out of 606
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 +15.01% +75.89%
Apr 1996 - Mar 2000
-29.70%
Sep 2000 - Aug 2004
19.36%
115 out of 594
Euro Inflation Adjusted +11.67% +73.48%
Apr 1996 - Mar 2000
-31.22%
Sep 2000 - Aug 2004
23.06%
137 out of 594
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 +16.18% +69.14%
Apr 1995 - Mar 2000
-24.29%
Apr 2000 - Mar 2005
17.70%
103 out of 582
Euro Inflation Adjusted +12.19% +66.47%
Apr 1995 - Mar 2000
-25.91%
Apr 2000 - Mar 2005
23.20%
135 out of 582
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 +14.42% +55.38%
Sep 1994 - Aug 2000
-19.64%
Sep 2000 - Aug 2006
13.68%
78 out of 570
Euro Inflation Adjusted +11.13% +52.71%
Sep 1994 - Aug 2000
-21.38%
Sep 2000 - Aug 2006
19.82%
113 out of 570
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 +14.54% +48.07%
Apr 1993 - Mar 2000
-16.23%
Apr 2000 - Mar 2007
12.54%
70 out of 558
Euro Inflation Adjusted +11.22% +45.25%
Apr 1993 - Mar 2000
-18.00%
Apr 2000 - Mar 2007
16.67%
93 out of 558
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 +13.36% +47.45%
Sep 1992 - Aug 2000
-16.04%
Apr 2000 - Mar 2008
9.52%
52 out of 546
Euro Inflation Adjusted +11.05% +44.43%
Sep 1992 - Aug 2000
-17.95%
Apr 2000 - Mar 2008
13.92%
76 out of 546
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 +13.83% +43.05%
Jan 1991 - Dec 1999
-16.33%
Mar 2000 - Feb 2009
7.68%
41 out of 534
Euro Inflation Adjusted +10.95% +39.64%
Jan 1991 - Dec 1999
-18.07%
Mar 2000 - Feb 2009
11.24%
60 out of 534
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 +13.26% +41.21%
Sep 1990 - Aug 2000
-11.18%
Mar 2000 - Feb 2010
7.85%
41 out of 522
Euro Inflation Adjusted +10.67% +37.79%
Sep 1990 - Aug 2000
-12.92%
Mar 2000 - Feb 2010
10.92%
57 out of 522
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 +13.26% +35.30%
Mar 1989 - Feb 2000
-11.54%
Sep 2000 - Aug 2011
8.82%
45 out of 510
Euro Inflation Adjusted +10.82% +31.92%
Mar 1989 - Feb 2000
-13.33%
Sep 2000 - Aug 2011
11.18%
57 out of 510
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 +13.29% +34.02%
Apr 1988 - Mar 2000
-8.08%
Mar 2000 - Feb 2012
6.22%
31 out of 498
Euro Inflation Adjusted +10.45% +30.65%
Apr 1988 - Mar 2000
-9.97%
Mar 2000 - Feb 2012
9.24%
46 out of 498
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 +13.01% +30.23%
Nov 1987 - Oct 2000
-6.94%
Mar 2000 - Feb 2013
5.35%
26 out of 486
Euro Inflation Adjusted +10.49% +27.01%
Nov 1987 - Oct 2000
-8.84%
Apr 2000 - Mar 2013
8.23%
40 out of 486
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 +13.05% +27.97%
Sep 1986 - Aug 2000
-5.18%
Apr 2000 - Mar 2014
4.43%
21 out of 474
Euro Inflation Adjusted +10.35% +25.08%
Mar 1986 - Feb 2000
-7.06%
Apr 2000 - Mar 2014
5.91%
28 out of 474
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 +13.17% +25.72%
Sep 1985 - Aug 2000
-2.29%
Sep 2000 - Aug 2015
2.38%
11 out of 462
Euro Inflation Adjusted +10.58% +23.03%
Sep 1985 - Aug 2000
-4.03%
Sep 2000 - Aug 2015
5.19%
24 out of 462
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 +12.82% +25.99%
Apr 1984 - Mar 2000
-1.96%
Apr 2000 - Mar 2016
2.44%
11 out of 450
Euro Inflation Adjusted +10.14% +23.35%
Apr 1984 - Mar 2000
-3.66%
Apr 2000 - Mar 2016
2.67%
12 out of 450
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 +12.45% +24.51%
Mar 1983 - Feb 2000
-0.38%
Sep 2000 - Aug 2017
0.68%
3 out of 438
Euro Inflation Adjusted +9.98% +21.87%
Mar 1983 - Feb 2000
-2.05%
Sep 2000 - Aug 2017
2.51%
11 out of 438
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 +11.98% +26.37%
Apr 1982 - Mar 2000
-0.05%
Apr 2000 - Mar 2018
0.23%
1 out of 426
Euro Inflation Adjusted +9.40% +23.54%
Apr 1982 - Mar 2000
-1.74%
Apr 2000 - Mar 2018
1.64%
7 out of 426
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.32% +24.99%
Mar 1981 - Feb 2000
+1.03%
Mar 2000 - Feb 2019
0.00%
0 out of 414
Euro Inflation Adjusted +8.99% +21.99%
Mar 1981 - Feb 2000
-0.62%
Mar 2000 - Feb 2019
0.97%
4 out of 414
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.25% +27.15%
Apr 1980 - Mar 2000
+1.60%
Apr 2000 - Mar 2020
0.00%
0 out of 402
Euro Inflation Adjusted +8.85% +23.92%
Apr 1980 - Mar 2000
-0.05%
Apr 2000 - Mar 2020
0.25%
1 out of 402
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Technology To EUR Portfolio: ETF allocation and returns page.