Consolidated Returns as of 30 June 2024
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 (~31 years), the longest period with a negative return lasted 45 months (from February 2020 to October 2023).
This means that every rolling period of 46 months or above has always granted a positive return.
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
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The annualized return of the last 10 years has been 3.96% (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 | +6.08% |
+24.55%
Aug 1996 - Jul 1997 |
-15.00%
Jan 2022 - Dec 2022 |
12.96%
46 out of 355 |
Euro Inflation Adjusted | +4.12% |
+22.72%
Aug 1996 - Jul 1997 |
-22.27%
Nov 2021 - Oct 2022 |
21.97%
78 out of 355 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.16% |
+19.22%
Sep 1998 - Aug 2000 |
-6.60%
Jan 2021 - Dec 2022 |
8.75%
30 out of 343 |
Euro Inflation Adjusted | +4.21% |
+17.37%
Sep 1998 - Aug 2000 |
-12.76%
Jan 2021 - Dec 2022 |
13.99%
48 out of 343 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.19% |
+17.37%
Apr 1997 - Mar 2000 |
-2.48%
Oct 2020 - Sep 2023 |
4.83%
16 out of 331 |
Euro Inflation Adjusted | +4.51% |
+15.82%
Apr 1997 - Mar 2000 |
-7.86%
Oct 2020 - Sep 2023 |
9.06%
30 out of 331 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.95% |
+16.02%
Sep 1996 - Aug 2000 |
+0.84%
Nov 2019 - Oct 2023 |
0.00%
0 out of 319 |
Euro Inflation Adjusted | +4.45% |
+14.35%
Apr 1996 - Mar 2000 |
-3.33%
Jun 2020 - May 2024 |
6.90%
22 out of 319 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.17% |
+16.29%
Apr 1995 - Mar 2000 |
+1.96%
Jan 2018 - Dec 2022 |
0.00%
0 out of 307 |
Euro Inflation Adjusted | +4.29% |
+14.45%
Apr 1995 - Mar 2000 |
-1.40%
Nov 2017 - Oct 2022 |
6.19%
19 out of 307 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.05% |
+13.68%
Nov 1994 - Oct 2000 |
+1.95%
Oct 2016 - Sep 2022 |
0.00%
0 out of 295 |
Euro Inflation Adjusted | +4.70% |
+11.71%
Nov 1994 - Oct 2000 |
-1.17%
Nov 2017 - Oct 2023 |
5.42%
16 out of 295 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.53% |
+11.41%
Feb 1995 - Jan 2002 |
+2.08%
Oct 2016 - Sep 2023 |
0.00%
0 out of 283 |
Euro Inflation Adjusted | +4.82% |
+9.42%
Feb 1995 - Jan 2002 |
-0.98%
Oct 2016 - Sep 2023 |
5.65%
16 out of 283 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.70% |
+10.22%
Feb 1995 - Jan 2003 |
+2.25%
Mar 2015 - Feb 2023 |
0.00%
0 out of 271 |
Euro Inflation Adjusted | +4.77% |
+8.20%
Feb 1995 - Jan 2003 |
-0.34%
Nov 2015 - Oct 2023 |
1.48%
4 out of 271 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.70% |
+10.19%
Apr 1995 - Mar 2004 |
+2.87%
Nov 2014 - Oct 2023 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +4.81% |
+8.17%
Apr 1995 - Mar 2004 |
+0.36%
Feb 2015 - Jan 2024 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.46% |
+9.37%
Nov 1994 - Oct 2004 |
+3.16%
Oct 2012 - Sep 2022 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +4.80% |
+7.35%
Feb 1995 - Jan 2005 |
+1.09%
Nov 2013 - Oct 2023 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.64% |
+9.37%
Feb 1995 - Jan 2006 |
+3.14%
Oct 2012 - Sep 2023 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +4.71% |
+7.31%
Feb 1995 - Jan 2006 |
+1.00%
Oct 2012 - Sep 2023 |
0.00%
0 out of 235 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.57% |
+8.81%
Feb 1995 - Jan 2007 |
+3.59%
Nov 2011 - Oct 2023 |
0.00%
0 out of 223 |
Euro Inflation Adjusted | +4.79% |
+6.77%
Feb 1995 - Jan 2007 |
+1.43%
Nov 2011 - Oct 2023 |
0.00%
0 out of 223 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.58% |
+8.71%
Feb 1995 - Jan 2008 |
+3.63%
Nov 2010 - Oct 2023 |
0.00%
0 out of 211 |
Euro Inflation Adjusted | +4.82% |
+6.57%
Feb 1995 - Jan 2008 |
+1.40%
Nov 2010 - Oct 2023 |
0.00%
0 out of 211 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.47% |
+8.39%
Sep 1996 - Aug 2010 |
+4.39%
Jun 2010 - May 2024 |
0.00%
0 out of 199 |
Euro Inflation Adjusted | +4.68% |
+6.39%
Sep 1996 - Aug 2010 |
+2.18%
Jun 2010 - May 2024 |
0.00%
0 out of 199 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.39% |
+8.66%
May 1995 - Apr 2010 |
+4.75%
Jan 2008 - Dec 2022 |
0.00%
0 out of 187 |
Euro Inflation Adjusted | +4.60% |
+6.60%
May 1995 - Apr 2010 |
+2.71%
Nov 2007 - Oct 2022 |
0.00%
0 out of 187 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.36% |
+8.83%
Nov 1994 - Oct 2010 |
+4.69%
Nov 2007 - Oct 2023 |
0.00%
0 out of 175 |
Euro Inflation Adjusted | +4.66% |
+6.75%
Nov 1994 - Oct 2010 |
+2.54%
Nov 2007 - Oct 2023 |
0.00%
0 out of 175 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.35% |
+8.76%
Feb 1995 - Jan 2012 |
+4.85%
Jan 2006 - Dec 2022 |
0.00%
0 out of 163 |
Euro Inflation Adjusted | +4.67% |
+6.68%
Feb 1995 - Jan 2012 |
+2.70%
Nov 2006 - Oct 2023 |
0.00%
0 out of 163 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.36% |
+8.55%
Oct 1994 - Sep 2012 |
+4.95%
Oct 2005 - Sep 2023 |
0.00%
0 out of 151 |
Euro Inflation Adjusted | +4.64% |
+6.40%
Apr 1995 - Mar 2013 |
+2.79%
Oct 2005 - Sep 2023 |
0.00%
0 out of 151 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.33% |
+8.21%
Mar 1995 - Feb 2014 |
+4.97%
Nov 2004 - Oct 2023 |
0.00%
0 out of 139 |
Euro Inflation Adjusted | +4.64% |
+6.21%
Mar 1995 - Feb 2014 |
+2.80%
Nov 2004 - Oct 2023 |
0.00%
0 out of 139 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.17% |
+8.44%
Feb 1995 - Jan 2015 |
+4.93%
Nov 2003 - Oct 2023 |
0.00%
0 out of 127 |
Euro Inflation Adjusted | +4.43% |
+6.56%
Feb 1995 - Jan 2015 |
+2.74%
Nov 2003 - Oct 2023 |
0.00%
0 out of 127 |
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To obtain comprehensive information, please consult the Aim Ways Ulcer Free Strategy To EUR Bond Hedged Portfolio: ETF allocation and returns page.