Consolidated Returns as of 30 June 2024
Holding the Aim Ways Ulcer Free Strategy Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~39 years), the longest period with a negative return lasted 41 months (from December 2020 to April 2024).
This means that every rolling period of 42 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Aim Ways Ulcer Free Strategy 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
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The annualized return of the last 10 years has been 5.08% (updated at Jun 30, 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.19% |
+27.36%
Sep 1985 - Aug 1986 |
-16.49%
Nov 2021 - Oct 2022 |
9.63%
44 out of 457 |
US Inflation Adjusted | +5.04% |
+25.38%
Sep 1985 - Aug 1986 |
-22.49%
Nov 2021 - Oct 2022 |
17.72%
81 out of 457 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.55% |
+20.68%
Nov 2008 - Oct 2010 |
-7.49%
Jan 2021 - Dec 2022 |
5.39%
24 out of 445 |
US Inflation Adjusted | +4.88% |
+20.11%
Nov 2008 - Oct 2010 |
-13.38%
Jan 2021 - Dec 2022 |
9.44%
42 out of 445 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.00% |
+17.74%
Nov 1990 - Oct 1993 |
-1.82%
Oct 2020 - Sep 2023 |
2.31%
10 out of 433 |
US Inflation Adjusted | +5.27% |
+14.62%
Nov 2008 - Oct 2011 |
-7.15%
Oct 2020 - Sep 2023 |
7.16%
31 out of 433 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.17% |
+14.22%
Nov 2008 - Oct 2012 |
+2.20%
Nov 2019 - Oct 2023 |
0.00%
0 out of 421 |
US Inflation Adjusted | +5.48% |
+12.37%
Nov 2008 - Oct 2012 |
-2.40%
Jul 2020 - Jun 2024 |
4.28%
18 out of 421 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.40% |
+13.35%
Nov 1990 - Oct 1995 |
+3.42%
Nov 2017 - Oct 2022 |
0.00%
0 out of 409 |
US Inflation Adjusted | +5.61% |
+10.57%
Mar 1995 - Feb 2000 |
-0.41%
Nov 2017 - Oct 2022 |
0.73%
3 out of 409 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.34% |
+12.71%
Nov 1990 - Oct 1996 |
+3.47%
Oct 2016 - Sep 2022 |
0.00%
0 out of 397 |
US Inflation Adjusted | +5.63% |
+9.55%
Nov 1990 - Oct 1996 |
-0.02%
Oct 2016 - Sep 2022 |
0.25%
1 out of 397 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.31% |
+12.01%
Nov 1990 - Oct 1997 |
+3.95%
Oct 2016 - Sep 2023 |
0.00%
0 out of 385 |
US Inflation Adjusted | +5.81% |
+8.99%
Nov 1990 - Oct 1997 |
+0.42%
Oct 2016 - Sep 2023 |
0.00%
0 out of 385 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.34% |
+12.11%
Oct 1985 - Sep 1993 |
+4.02%
Nov 2014 - Oct 2022 |
0.00%
0 out of 373 |
US Inflation Adjusted | +5.78% |
+9.03%
Nov 1990 - Oct 1998 |
+0.87%
Mar 2015 - Feb 2023 |
0.00%
0 out of 373 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.19% |
+11.80%
Jan 1991 - Dec 1999 |
+4.23%
Nov 2014 - Oct 2023 |
0.00%
0 out of 361 |
US Inflation Adjusted | +5.67% |
+8.98%
Jan 1991 - Dec 1999 |
+1.28%
Nov 2014 - Oct 2023 |
0.00%
0 out of 361 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.22% |
+11.96%
Sep 1990 - Aug 2000 |
+4.03%
Oct 2012 - Sep 2022 |
0.00%
0 out of 349 |
US Inflation Adjusted | +5.65% |
+8.96%
Sep 1990 - Aug 2000 |
+1.47%
Oct 2012 - Sep 2022 |
0.00%
0 out of 349 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.28% |
+11.43%
Apr 1989 - Mar 2000 |
+4.28%
Oct 2012 - Sep 2023 |
0.00%
0 out of 337 |
US Inflation Adjusted | +5.67% |
+8.07%
Apr 1989 - Mar 2000 |
+1.61%
Oct 2012 - Sep 2023 |
0.00%
0 out of 337 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.29% |
+10.99%
Sep 1988 - Aug 2000 |
+4.64%
Nov 2011 - Oct 2023 |
0.00%
0 out of 325 |
US Inflation Adjusted | +5.66% |
+7.60%
Sep 1988 - Aug 2000 |
+2.02%
Nov 2011 - Oct 2023 |
0.00%
0 out of 325 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.15% |
+10.70%
Oct 1985 - Sep 1998 |
+4.90%
Nov 2010 - Oct 2023 |
0.00%
0 out of 313 |
US Inflation Adjusted | +5.77% |
+7.70%
Nov 1990 - Oct 2003 |
+2.19%
Nov 2010 - Oct 2023 |
0.00%
0 out of 313 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+10.68%
Oct 1985 - Sep 1999 |
+5.72%
Nov 2009 - Oct 2023 |
0.00%
0 out of 301 |
US Inflation Adjusted | +5.72% |
+7.48%
Nov 1990 - Oct 2004 |
+3.03%
May 2010 - Apr 2024 |
0.00%
0 out of 301 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.27% |
+11.11%
Sep 1985 - Aug 2000 |
+5.62%
Nov 2007 - Oct 2022 |
0.00%
0 out of 289 |
US Inflation Adjusted | +5.72% |
+7.68%
Sep 1985 - Aug 2000 |
+3.17%
Nov 2007 - Oct 2022 |
0.00%
0 out of 289 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.13% |
+10.35%
Aug 1985 - Jul 2001 |
+5.64%
Nov 2007 - Oct 2023 |
0.00%
0 out of 277 |
US Inflation Adjusted | +5.60% |
+7.07%
Nov 1990 - Oct 2006 |
+3.13%
Nov 2007 - Oct 2023 |
0.00%
0 out of 277 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.28% |
+9.96%
Nov 1990 - Oct 2007 |
+5.96%
Nov 2006 - Oct 2023 |
0.00%
0 out of 265 |
US Inflation Adjusted | +5.72% |
+7.09%
Nov 1990 - Oct 2007 |
+3.37%
Nov 2006 - Oct 2023 |
0.00%
0 out of 265 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.30% |
+10.03%
Oct 1985 - Sep 2003 |
+6.03%
Jan 2005 - Dec 2022 |
0.00%
0 out of 253 |
US Inflation Adjusted | +5.77% |
+6.79%
Oct 1985 - Sep 2003 |
+3.45%
Jan 2005 - Dec 2022 |
0.00%
0 out of 253 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.32% |
+9.91%
Oct 1985 - Sep 2004 |
+6.10%
Jan 2004 - Dec 2022 |
0.00%
0 out of 241 |
US Inflation Adjusted | +5.70% |
+6.70%
Oct 1985 - Sep 2004 |
+3.47%
Nov 2004 - Oct 2023 |
0.00%
0 out of 241 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+9.82%
Aug 1985 - Jul 2005 |
+6.19%
Nov 2003 - Oct 2023 |
0.00%
0 out of 229 |
US Inflation Adjusted | +5.58% |
+7.12%
Nov 1990 - Oct 2010 |
+3.53%
Nov 2003 - Oct 2023 |
0.00%
0 out of 229 |
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To obtain comprehensive information, please consult the Aim Ways Ulcer Free Strategy Portfolio: ETF allocation and returns page.