Aim Ways Ulcer Free Strategy To EUR Bond Hedged Portfolio: Rolling Returns

Data Source: from July 1985 to April 2024 (~39 years)
Consolidated Returns as of 30 April 2024

This asset allocation page contains ETF(s) that are not available in our database in the destination currency (EUR).
We retained the original tickers and calculated returns using historical exchange rates or interest rate differentials in case currency hedging.

It's on you to opt for ETFs that mirror the same benchmark in the destination currency (EUR). The actual returns would be comparable, but they can fluctuate due to variations in sampling methodologies, annual fees, and the specific timing of exchange rate we use for month-end calculations. It is possible that you do not have access to ETFs in currency (hedged or not) that are similar to the original ones.

Holding the Aim Ways Ulcer Free Strategy To EUR Bond Hedged 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 46 months (from July 2020 to April 2024). This negative series is not closed yet.

To obtain comprehensive information, please consult the Aim Ways Ulcer Free Strategy To EUR Bond Hedged 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 TO EUR BOND HEDGED PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 3.65% (updated at Apr 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.

AIM WAYS ULCER FREE STRATEGY TO EUR BOND HEDGED PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 July 1985 - 30 April 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 +6.75% +27.84%
Sep 1992 - Aug 1993
-14.86%
Jan 2022 - Dec 2022
11.65%
53 out of 455
Euro Inflation Adjusted +4.62% +23.58%
Sep 1992 - Aug 1993
-22.61%
Nov 2021 - Oct 2022
20.44%
93 out of 455
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 +6.74% +21.42%
Aug 1991 - Jul 1993
-7.31%
Jan 2021 - Dec 2022
5.42%
24 out of 443
Euro Inflation Adjusted +5.26% +18.12%
Nov 2008 - Oct 2010
-13.43%
Jan 2021 - Dec 2022
8.58%
38 out of 443
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 +7.01% +22.53%
Nov 1990 - Oct 1993
-3.08%
Nov 2020 - Oct 2023
3.48%
15 out of 431
Euro Inflation Adjusted +5.01% +18.37%
Nov 1990 - Oct 1993
-8.40%
Nov 2020 - Oct 2023
6.03%
26 out of 431
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 +7.08% +16.55%
Feb 1990 - Jan 1994
+0.44%
Nov 2019 - Oct 2023
0.00%
0 out of 419
Euro Inflation Adjusted +4.99% +12.40%
Feb 1990 - Jan 1994
-3.66%
Nov 2019 - Oct 2023
5.01%
21 out of 419
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 +7.28% +15.54%
Nov 1990 - Oct 1995
+2.05%
Nov 2017 - Oct 2022
0.00%
0 out of 407
Euro Inflation Adjusted +5.32% +12.02%
Nov 1990 - Oct 1995
-1.33%
Nov 2017 - Oct 2022
4.91%
20 out of 407
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 +7.73% +14.34%
Nov 1990 - Oct 1996
+1.87%
Oct 2016 - Sep 2022
0.00%
0 out of 395
Euro Inflation Adjusted +5.73% +11.05%
Nov 1990 - Oct 1996
-1.31%
Nov 2017 - Oct 2023
4.81%
19 out of 395
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 +7.89% +13.42%
Nov 1990 - Oct 1997
+1.93%
Oct 2016 - Sep 2023
0.00%
0 out of 383
Euro Inflation Adjusted +5.79% +10.38%
Nov 1990 - Oct 1997
-1.12%
Oct 2016 - Sep 2023
3.39%
13 out of 383
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 +7.77% +12.81%
Nov 1990 - Oct 1998
+2.36%
Mar 2015 - Feb 2023
0.00%
0 out of 371
Euro Inflation Adjusted +5.73% +10.03%
Nov 1990 - Oct 1998
-0.31%
Nov 2015 - Oct 2023
0.54%
2 out of 371
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 +7.50% +12.18%
Jan 1991 - Dec 1999
+2.72%
Nov 2014 - Oct 2023
0.00%
0 out of 359
Euro Inflation Adjusted +5.70% +9.55%
Nov 1990 - Oct 1999
+0.27%
Nov 2014 - Oct 2023
0.00%
0 out of 359
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 +7.38% +12.39%
Sep 1990 - Aug 2000
+2.99%
Oct 2012 - Sep 2022
0.00%
0 out of 347
Euro Inflation Adjusted +5.52% +9.76%
Nov 1990 - Oct 2000
+0.92%
Nov 2013 - Oct 2023
0.00%
0 out of 347
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 +7.40% +11.59%
Nov 1990 - Oct 2001
+2.93%
Oct 2012 - Sep 2023
0.00%
0 out of 335
Euro Inflation Adjusted +5.47% +9.00%
Nov 1990 - Oct 2001
+0.80%
Oct 2012 - Sep 2023
0.00%
0 out of 335
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 +7.42% +10.83%
Sep 1988 - Aug 2000
+3.49%
Nov 2011 - Oct 2023
0.00%
0 out of 323
Euro Inflation Adjusted +5.41% +8.20%
Nov 1990 - Oct 2002
+1.33%
Nov 2011 - Oct 2023
0.00%
0 out of 323
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 +7.37% +10.80%
Nov 1990 - Oct 2003
+3.88%
Nov 2010 - Oct 2023
0.00%
0 out of 311
Euro Inflation Adjusted +5.54% +8.26%
Nov 1990 - Oct 2003
+1.64%
Nov 2010 - Oct 2023
0.00%
0 out of 311
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 +7.38% +10.48%
Nov 1990 - Oct 2004
+4.64%
May 2010 - Apr 2024
0.00%
0 out of 299
Euro Inflation Adjusted +5.44% +7.95%
Nov 1990 - Oct 2004
+2.43%
May 2010 - Apr 2024
0.00%
0 out of 299
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 +7.50% +10.19%
Oct 1985 - Sep 2000
+5.14%
Mar 2008 - Feb 2023
0.00%
0 out of 287
Euro Inflation Adjusted +5.46% +7.83%
Sep 1985 - Aug 2000
+3.08%
Mar 2008 - Feb 2023
0.00%
0 out of 287
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 +7.46% +9.83%
Nov 1990 - Oct 2006
+5.05%
Nov 2007 - Oct 2023
0.00%
0 out of 275
Euro Inflation Adjusted +5.43% +7.35%
Nov 1990 - Oct 2006
+2.89%
Nov 2007 - Oct 2023
0.00%
0 out of 275
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 +7.62% +9.60%
Nov 1990 - Oct 2007
+5.10%
Nov 2006 - Oct 2023
0.00%
0 out of 263
Euro Inflation Adjusted +5.60% +7.11%
Nov 1990 - Oct 2007
+2.91%
Nov 2006 - Oct 2023
0.00%
0 out of 263
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 +7.63% +9.36%
Oct 1985 - Sep 2003
+5.09%
Oct 2005 - Sep 2023
0.00%
0 out of 251
Euro Inflation Adjusted +5.59% +7.01%
Oct 1985 - Sep 2003
+2.92%
Oct 2005 - Sep 2023
0.00%
0 out of 251
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 +7.69% +9.29%
Nov 1990 - Oct 2009
+5.13%
Nov 2004 - Oct 2023
0.00%
0 out of 239
Euro Inflation Adjusted +5.70% +6.90%
Nov 1990 - Oct 2009
+2.95%
Nov 2004 - Oct 2023
0.00%
0 out of 239
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 +7.58% +9.69%
Nov 1990 - Oct 2010
+5.19%
Nov 2003 - Oct 2023
0.00%
0 out of 227
Euro Inflation Adjusted +5.63% +7.31%
Nov 1990 - Oct 2010
+3.00%
Nov 2003 - Oct 2023
0.00%
0 out of 227
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 To EUR Bond Hedged Portfolio: ETF allocation and returns page.