Consolidated Returns as of 30 June 2024
Holding the Aim Ways Ulcer Free Strategy To EUR 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 99 months (from April 2000 to June 2008).
This means that every rolling period of 100 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Aim Ways Ulcer Free Strategy To EUR 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 6.15% (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 | +5.86% |
+38.33%
Sep 1999 - Aug 2000 |
-15.45%
Feb 1994 - Jan 1995 |
26.20%
93 out of 355 |
Euro Inflation Adjusted | +3.22% |
+35.56%
Sep 1999 - Aug 2000 |
-18.76%
Jan 2022 - Dec 2022 |
35.21%
125 out of 355 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.48% |
+29.31%
Sep 1998 - Aug 2000 |
-6.90%
Jun 2001 - May 2003 |
16.91%
58 out of 343 |
Euro Inflation Adjusted | +4.24% |
+27.30%
Sep 1998 - Aug 2000 |
-9.06%
Nov 2021 - Oct 2023 |
29.74%
102 out of 343 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.55% |
+22.41%
Apr 1997 - Mar 2000 |
-4.16%
Nov 2000 - Oct 2003 |
9.37%
31 out of 331 |
Euro Inflation Adjusted | +4.94% |
+20.79%
Apr 1997 - Mar 2000 |
-6.21%
Nov 2000 - Oct 2003 |
19.64%
65 out of 331 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.51% |
+22.29%
Sep 1996 - Aug 2000 |
-3.47%
Nov 2000 - Oct 2004 |
6.27%
20 out of 319 |
Euro Inflation Adjusted | +5.10% |
+20.48%
Sep 1996 - Aug 2000 |
-5.58%
Nov 2000 - Oct 2004 |
16.30%
52 out of 319 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.57% |
+20.51%
Apr 1995 - Mar 2000 |
-1.56%
Apr 2000 - Mar 2005 |
2.93%
9 out of 307 |
Euro Inflation Adjusted | +5.12% |
+18.60%
Apr 1995 - Mar 2000 |
-3.67%
Apr 2000 - Mar 2005 |
12.70%
39 out of 307 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.75% |
+17.89%
Nov 1994 - Oct 2000 |
-0.62%
Sep 2000 - Aug 2006 |
1.69%
5 out of 295 |
Euro Inflation Adjusted | +5.02% |
+15.84%
Nov 1994 - Oct 2000 |
-2.78%
Sep 2000 - Aug 2006 |
11.53%
34 out of 295 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.56% |
+14.65%
Apr 1995 - Mar 2002 |
-0.59%
Jul 2001 - Jun 2008 |
2.12%
6 out of 283 |
Euro Inflation Adjusted | +4.87% |
+12.60%
Apr 1995 - Mar 2002 |
-2.88%
Jul 2001 - Jun 2008 |
9.89%
28 out of 283 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.66% |
+11.38%
Nov 1994 - Oct 2002 |
-0.21%
Sep 2000 - Aug 2008 |
0.37%
1 out of 271 |
Euro Inflation Adjusted | +4.95% |
+9.51%
Aug 2008 - Jul 2016 |
-2.52%
Sep 2000 - Aug 2008 |
7.38%
20 out of 271 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.66% |
+10.34%
Apr 1995 - Mar 2004 |
+0.92%
Nov 2000 - Oct 2009 |
0.00%
0 out of 259 |
Euro Inflation Adjusted | +4.87% |
+8.32%
Apr 1995 - Mar 2004 |
-1.12%
Nov 2000 - Oct 2009 |
4.25%
11 out of 259 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.69% |
+8.97%
Jul 1995 - Jun 2005 |
+2.84%
Apr 2000 - Mar 2010 |
0.00%
0 out of 247 |
Euro Inflation Adjusted | +4.80% |
+7.08%
Jul 2008 - Jun 2018 |
+0.74%
Apr 2000 - Mar 2010 |
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 | +6.73% |
+9.38%
Apr 1995 - Mar 2006 |
+2.78%
May 2000 - Apr 2011 |
0.00%
0 out of 235 |
Euro Inflation Adjusted | +4.97% |
+7.47%
Aug 2008 - Jul 2019 |
+0.59%
May 2000 - Apr 2011 |
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 | +6.65% |
+9.05%
Jul 2008 - Jun 2020 |
+3.78%
Jul 2001 - Jun 2013 |
0.00%
0 out of 223 |
Euro Inflation Adjusted | +4.73% |
+7.82%
Jul 2008 - Jun 2020 |
+1.67%
Nov 2000 - Oct 2012 |
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 | +6.69% |
+8.64%
Aug 2008 - Jul 2021 |
+3.32%
Nov 2000 - Oct 2013 |
0.00%
0 out of 211 |
Euro Inflation Adjusted | +4.73% |
+7.35%
Aug 2008 - Jul 2021 |
+1.24%
Nov 2000 - Oct 2013 |
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 | +6.62% |
+8.43%
Sep 1996 - Aug 2010 |
+3.61%
May 2000 - Apr 2014 |
0.00%
0 out of 199 |
Euro Inflation Adjusted | +4.71% |
+6.43%
Sep 1996 - Aug 2010 |
+1.55%
May 2000 - Apr 2014 |
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 | +6.75% |
+8.66%
Jul 1995 - Jun 2010 |
+4.44%
Sep 2000 - Aug 2015 |
0.00%
0 out of 187 |
Euro Inflation Adjusted | +4.69% |
+6.62%
Jul 1995 - Jun 2010 |
+2.58%
Sep 2000 - Aug 2015 |
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 | +6.58% |
+8.56%
Aug 1996 - Jul 2012 |
+4.57%
Feb 2002 - Jan 2018 |
0.00%
0 out of 175 |
Euro Inflation Adjusted | +4.65% |
+6.50%
Aug 1996 - Jul 2012 |
+2.90%
Feb 2002 - Jan 2018 |
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 | +6.58% |
+8.69%
Aug 1995 - Jul 2012 |
+4.29%
Sep 2000 - Aug 2017 |
0.00%
0 out of 163 |
Euro Inflation Adjusted | +4.72% |
+6.60%
Aug 1995 - Jul 2012 |
+2.54%
Sep 2000 - Aug 2017 |
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 | +6.51% |
+8.52%
Apr 1995 - Mar 2013 |
+4.17%
Nov 2000 - Oct 2018 |
0.00%
0 out of 151 |
Euro Inflation Adjusted | +4.79% |
+6.40%
Apr 1995 - Mar 2013 |
+2.39%
Nov 2000 - Oct 2018 |
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 | +6.34% |
+8.34%
Apr 1996 - Mar 2015 |
+4.67%
Mar 2000 - Feb 2019 |
0.00%
0 out of 139 |
Euro Inflation Adjusted | +4.47% |
+6.45%
Apr 1996 - Mar 2015 |
+2.90%
May 2000 - Apr 2019 |
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 | +6.05% |
+8.91%
Apr 1995 - Mar 2015 |
+4.95%
Nov 2000 - Oct 2020 |
0.00%
0 out of 127 |
Euro Inflation Adjusted | +4.21% |
+6.97%
Apr 1995 - Mar 2015 |
+3.30%
Nov 2000 - Oct 2020 |
0.00%
0 out of 127 |
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To obtain comprehensive information, please consult the Aim Ways Ulcer Free Strategy To EUR Portfolio: ETF allocation and returns page.