Aim Ways Ulcer Free Strategy Portfolio: Rolling Returns

Data Source: from July 1985 to March 2024 (~39 years)
Consolidated Returns as of 31 March 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 43 months (from August 2020 to February 2024).

This means that every rolling period of 44 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

AIM WAYS ULCER FREE STRATEGY PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to March 2024

The annualized return of the last 10 years has been 4.44% (updated at Mar 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.

AIM WAYS ULCER FREE STRATEGY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 July 1985 - 31 March 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +7.63% +27.89%
Sep 1985 - Aug 1986
-16.07%
Nov 2021 - Oct 2022
8.81%
40 out of 454
US Inflation Adjusted +4.56% +25.90%
Sep 1985 - Aug 1986
-22.11%
Nov 2021 - Oct 2022
18.28%
83 out of 454
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 +7.53% +19.41%
Nov 2008 - Oct 2010
-7.75%
Jan 2021 - Dec 2022
4.98%
22 out of 442
US Inflation Adjusted +4.57% +18.85%
Nov 2008 - Oct 2010
-13.62%
Jan 2021 - Dec 2022
8.14%
36 out of 442
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 +7.77% +17.15%
Nov 1990 - Oct 1993
-2.80%
Nov 2020 - Oct 2023
2.79%
12 out of 430
US Inflation Adjusted +5.02% +13.78%
Nov 1990 - Oct 1993
-8.06%
Nov 2020 - Oct 2023
5.12%
22 out of 430
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 +7.86% +13.50%
Nov 2008 - Oct 2012
+1.07%
Nov 2019 - Oct 2023
0.00%
0 out of 418
US Inflation Adjusted +5.21% +11.66%
Nov 2008 - Oct 2012
-3.35%
Nov 2019 - Oct 2023
4.78%
20 out of 418
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 +8.06% +12.67%
Nov 1990 - Oct 1995
+2.64%
Nov 2017 - Oct 2022
0.00%
0 out of 406
US Inflation Adjusted +5.30% +9.55%
Nov 1990 - Oct 1995
-1.16%
Nov 2017 - Oct 2022
2.71%
11 out of 406
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 +7.97% +11.98%
Nov 1990 - Oct 1996
+2.62%
Oct 2016 - Sep 2022
0.00%
0 out of 394
US Inflation Adjusted +5.27% +8.84%
Nov 1990 - Oct 1996
-0.85%
Oct 2016 - Sep 2022
1.78%
7 out of 394
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 +7.99% +11.55%
Aug 1985 - Jul 1992
+2.97%
Oct 2016 - Sep 2023
0.00%
0 out of 382
US Inflation Adjusted +5.51% +8.27%
Nov 1990 - Oct 1997
-0.53%
Oct 2016 - Sep 2023
0.79%
3 out of 382
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 +7.96% +12.02%
Oct 1985 - Sep 1993
+3.31%
Nov 2014 - Oct 2022
0.00%
0 out of 370
US Inflation Adjusted +5.42% +8.35%
Nov 1990 - Oct 1998
+0.16%
Mar 2015 - Feb 2023
0.00%
0 out of 370
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 +7.87% +10.64%
May 1990 - Apr 1999
+3.42%
Nov 2014 - Oct 2023
0.00%
0 out of 358
US Inflation Adjusted +5.34% +7.82%
Nov 1990 - Oct 1999
+0.49%
Nov 2014 - Oct 2023
0.00%
0 out of 358
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 +7.88% +10.90%
Oct 1985 - Sep 1995
+3.29%
Oct 2012 - Sep 2022
0.00%
0 out of 346
US Inflation Adjusted +5.26% +7.86%
Sep 1990 - Aug 2000
+0.75%
Oct 2012 - Sep 2022
0.00%
0 out of 346
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 +7.92% +10.60%
Oct 1985 - Sep 1996
+3.46%
Oct 2012 - Sep 2023
0.00%
0 out of 334
US Inflation Adjusted +5.29% +7.41%
Nov 1990 - Oct 2001
+0.81%
Oct 2012 - Sep 2023
0.00%
0 out of 334
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 +7.94% +10.51%
Aug 1985 - Jul 1997
+3.83%
Nov 2011 - Oct 2023
0.00%
0 out of 322
US Inflation Adjusted +5.39% +6.91%
Aug 1985 - Jul 1997
+1.23%
Nov 2011 - Oct 2023
0.00%
0 out of 322
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 +7.85% +10.35%
Oct 1985 - Sep 1998
+4.13%
Nov 2010 - Oct 2023
0.00%
0 out of 310
US Inflation Adjusted +5.42% +7.16%
Nov 1990 - Oct 2003
+1.45%
Nov 2010 - Oct 2023
0.00%
0 out of 310
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 +7.84% +10.09%
Oct 1985 - Sep 1999
+4.94%
Nov 2009 - Oct 2023
0.00%
0 out of 298
US Inflation Adjusted +5.32% +6.97%
Nov 1990 - Oct 2004
+2.35%
Nov 2009 - Oct 2023
0.00%
0 out of 298
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 +7.97% +10.38%
Sep 1985 - Aug 2000
+5.06%
Mar 2008 - Feb 2023
0.00%
0 out of 286
US Inflation Adjusted +5.32% +6.98%
Sep 1985 - Aug 2000
+2.64%
Mar 2008 - Feb 2023
0.00%
0 out of 286
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 +7.86% +9.94%
Aug 1985 - Jul 2001
+5.07%
Nov 2007 - Oct 2023
0.00%
0 out of 274
US Inflation Adjusted +5.24% +6.57%
Nov 1990 - Oct 2006
+2.57%
Nov 2007 - Oct 2023
0.00%
0 out of 274
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 +7.95% +9.53%
Oct 1985 - Sep 2002
+5.36%
Nov 2006 - Oct 2023
0.00%
0 out of 262
US Inflation Adjusted +5.38% +6.55%
Nov 1990 - Oct 2007
+2.78%
Nov 2006 - Oct 2023
0.00%
0 out of 262
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 +7.93% +9.71%
Oct 1985 - Sep 2003
+5.51%
Oct 2005 - Sep 2023
0.00%
0 out of 250
US Inflation Adjusted +5.42% +6.48%
Oct 1985 - Sep 2003
+2.95%
Jan 2005 - Dec 2022
0.00%
0 out of 250
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 +7.94% +9.58%
Oct 1985 - Sep 2004
+5.50%
Nov 2004 - Oct 2023
0.00%
0 out of 238
US Inflation Adjusted +5.34% +6.38%
Oct 1985 - Sep 2004
+2.89%
Nov 2004 - Oct 2023
0.00%
0 out of 238
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 +7.75% +9.51%
Aug 1985 - Jul 2005
+5.63%
Nov 2003 - Oct 2023
0.00%
0 out of 226
US Inflation Adjusted +5.23% +6.70%
Nov 1990 - Oct 2010
+2.97%
Nov 2003 - Oct 2023
0.00%
0 out of 226
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 Aim Ways Ulcer Free Strategy Portfolio: ETF allocation and returns page.