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

Data Source: from January 1994 to May 2024 (~30 years)
Consolidated Returns as of 31 May 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 (~30 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

AIM WAYS ULCER FREE STRATEGY TO EUR BOND HEDGED PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been 3.84% (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.

AIM WAYS ULCER FREE STRATEGY TO EUR BOND HEDGED PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 January 1994 - 31 May 2024 (~30 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.02% +24.55%
Aug 1996 - Jul 1997
-15.00%
Jan 2022 - Dec 2022
12.99%
46 out of 354
Euro Inflation Adjusted +4.04% +22.72%
Aug 1996 - Jul 1997
-22.27%
Nov 2021 - Oct 2022
22.03%
78 out of 354
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 +6.16% +19.22%
Sep 1998 - Aug 2000
-6.60%
Jan 2021 - Dec 2022
8.77%
30 out of 342
Euro Inflation Adjusted +4.21% +17.37%
Sep 1998 - Aug 2000
-12.76%
Jan 2021 - Dec 2022
14.04%
48 out of 342
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 +6.19% +17.37%
Apr 1997 - Mar 2000
-2.48%
Oct 2020 - Sep 2023
4.55%
15 out of 330
Euro Inflation Adjusted +4.51% +15.82%
Apr 1997 - Mar 2000
-7.86%
Oct 2020 - Sep 2023
8.79%
29 out of 330
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 +5.95% +16.02%
Sep 1996 - Aug 2000
+0.84%
Nov 2019 - Oct 2023
0.00%
0 out of 318
Euro Inflation Adjusted +4.45% +14.35%
Apr 1996 - Mar 2000
-3.28%
Jun 2020 - May 2024
6.60%
21 out of 318
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 +6.17% +16.29%
Apr 1995 - Mar 2000
+1.96%
Jan 2018 - Dec 2022
0.00%
0 out of 306
Euro Inflation Adjusted +4.29% +14.45%
Apr 1995 - Mar 2000
-1.40%
Nov 2017 - Oct 2022
5.88%
18 out of 306
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 +6.05% +13.68%
Nov 1994 - Oct 2000
+1.95%
Oct 2016 - Sep 2022
0.00%
0 out of 294
Euro Inflation Adjusted +4.70% +11.71%
Nov 1994 - Oct 2000
-1.17%
Nov 2017 - Oct 2023
5.44%
16 out of 294
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 +6.53% +11.41%
Feb 1995 - Jan 2002
+2.08%
Oct 2016 - Sep 2023
0.00%
0 out of 282
Euro Inflation Adjusted +4.82% +9.42%
Feb 1995 - Jan 2002
-0.98%
Oct 2016 - Sep 2023
5.32%
15 out of 282
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 +6.70% +10.22%
Feb 1995 - Jan 2003
+2.25%
Mar 2015 - Feb 2023
0.00%
0 out of 270
Euro Inflation Adjusted +4.77% +8.20%
Feb 1995 - Jan 2003
-0.34%
Nov 2015 - Oct 2023
1.48%
4 out of 270
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 +6.70% +10.19%
Apr 1995 - Mar 2004
+2.87%
Nov 2014 - Oct 2023
0.00%
0 out of 258
Euro Inflation Adjusted +4.81% +8.17%
Apr 1995 - Mar 2004
+0.36%
Feb 2015 - Jan 2024
0.00%
0 out of 258
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 +6.46% +9.37%
Nov 1994 - Oct 2004
+3.16%
Oct 2012 - Sep 2022
0.00%
0 out of 246
Euro Inflation Adjusted +4.80% +7.35%
Feb 1995 - Jan 2005
+1.09%
Nov 2013 - Oct 2023
0.00%
0 out of 246
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 +6.64% +9.37%
Feb 1995 - Jan 2006
+3.14%
Oct 2012 - Sep 2023
0.00%
0 out of 234
Euro Inflation Adjusted +4.71% +7.31%
Feb 1995 - Jan 2006
+1.00%
Oct 2012 - Sep 2023
0.00%
0 out of 234
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 +6.57% +8.81%
Feb 1995 - Jan 2007
+3.59%
Nov 2011 - Oct 2023
0.00%
0 out of 222
Euro Inflation Adjusted +4.79% +6.77%
Feb 1995 - Jan 2007
+1.43%
Nov 2011 - Oct 2023
0.00%
0 out of 222
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 +6.58% +8.71%
Feb 1995 - Jan 2008
+3.63%
Nov 2010 - Oct 2023
0.00%
0 out of 210
Euro Inflation Adjusted +4.82% +6.57%
Feb 1995 - Jan 2008
+1.40%
Nov 2010 - Oct 2023
0.00%
0 out of 210
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 +6.47% +8.39%
Sep 1996 - Aug 2010
+4.40%
Jun 2010 - May 2024
0.00%
0 out of 198
Euro Inflation Adjusted +4.68% +6.39%
Sep 1996 - Aug 2010
+2.19%
Jun 2010 - May 2024
0.00%
0 out of 198
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 +6.39% +8.66%
May 1995 - Apr 2010
+4.75%
Jan 2008 - Dec 2022
0.00%
0 out of 186
Euro Inflation Adjusted +4.60% +6.60%
May 1995 - Apr 2010
+2.71%
Nov 2007 - Oct 2022
0.00%
0 out of 186
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 +6.36% +8.83%
Nov 1994 - Oct 2010
+4.69%
Nov 2007 - Oct 2023
0.00%
0 out of 174
Euro Inflation Adjusted +4.66% +6.75%
Nov 1994 - Oct 2010
+2.54%
Nov 2007 - Oct 2023
0.00%
0 out of 174
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 +6.35% +8.76%
Feb 1995 - Jan 2012
+4.85%
Jan 2006 - Dec 2022
0.00%
0 out of 162
Euro Inflation Adjusted +4.67% +6.68%
Feb 1995 - Jan 2012
+2.70%
Nov 2006 - Oct 2023
0.00%
0 out of 162
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 +6.36% +8.55%
Oct 1994 - Sep 2012
+4.95%
Oct 2005 - Sep 2023
0.00%
0 out of 150
Euro Inflation Adjusted +4.64% +6.40%
Apr 1995 - Mar 2013
+2.79%
Oct 2005 - Sep 2023
0.00%
0 out of 150
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 +6.33% +8.21%
Mar 1995 - Feb 2014
+4.97%
Nov 2004 - Oct 2023
0.00%
0 out of 138
Euro Inflation Adjusted +4.64% +6.21%
Mar 1995 - Feb 2014
+2.80%
Nov 2004 - Oct 2023
0.00%
0 out of 138
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 +6.17% +8.44%
Feb 1995 - Jan 2015
+4.93%
Nov 2003 - Oct 2023
0.00%
0 out of 126
Euro Inflation Adjusted +4.43% +6.56%
Feb 1995 - Jan 2015
+2.74%
Nov 2003 - Oct 2023
0.00%
0 out of 126
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.