Aim Ways Ulcer Free Strategy To EUR 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 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 95 months (from September 2000 to July 2008).

This means that every rolling period of 96 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

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

The annualized return of the last 10 years has been 6.97% (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 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 +6.72% +49.21%
Sep 1992 - Aug 1993
-19.40%
Nov 1989 - Oct 1990
30.77%
140 out of 455
Euro Inflation Adjusted +4.67% +44.25%
Sep 1992 - Aug 1993
-22.90%
Nov 1989 - Oct 1990
37.36%
170 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 +7.06% +28.91%
Nov 1998 - Oct 2000
-8.95%
Jan 1986 - Dec 1987
18.96%
84 out of 443
Euro Inflation Adjusted +4.93% +26.78%
Sep 1998 - Aug 2000
-10.32%
Feb 2002 - Jan 2004
30.93%
137 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 +7.16% +24.74%
Nov 1990 - Oct 1993
-5.68%
Mar 2002 - Feb 2005
8.58%
37 out of 431
Euro Inflation Adjusted +4.67% +20.50%
Nov 1990 - Oct 1993
-7.55%
Mar 2002 - Feb 2005
19.72%
85 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 +7.71% +20.73%
Sep 1996 - Aug 2000
-3.11%
Nov 2000 - Oct 2004
5.49%
23 out of 419
Euro Inflation Adjusted +5.60% +18.94%
Sep 1996 - Aug 2000
-5.23%
Nov 2000 - Oct 2004
16.95%
71 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 +7.51% +18.97%
May 1995 - Apr 2000
-1.27%
Sep 1985 - Aug 1990
4.67%
19 out of 407
Euro Inflation Adjusted +5.50% +17.12%
May 1995 - Apr 2000
-3.10%
Jun 2001 - May 2006
13.51%
55 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 +7.93% +17.91%
Nov 1994 - Oct 2000
-1.65%
Apr 2002 - Mar 2008
2.78%
11 out of 395
Euro Inflation Adjusted +5.73% +15.86%
Nov 1994 - Oct 2000
-3.89%
Apr 2002 - Mar 2008
8.61%
34 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 +7.70% +15.65%
Apr 1995 - Mar 2002
-1.48%
Jul 2001 - Jun 2008
1.57%
6 out of 383
Euro Inflation Adjusted +5.65% +13.59%
Apr 1995 - Mar 2002
-3.76%
Jul 2001 - Jun 2008
7.57%
29 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 +7.84% +16.56%
Sep 1992 - Aug 2000
+0.10%
Sep 2000 - Aug 2008
0.00%
0 out of 371
Euro Inflation Adjusted +5.95% +14.18%
Sep 1992 - Aug 2000
-2.21%
Sep 2000 - Aug 2008
6.47%
24 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 +7.78% +14.73%
Feb 1991 - Jan 2000
+0.84%
Nov 2000 - Oct 2009
0.00%
0 out of 359
Euro Inflation Adjusted +5.97% +12.18%
Jul 1992 - Jun 2001
-1.20%
Nov 2000 - Oct 2009
2.23%
8 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 +8.00% +16.13%
Nov 1990 - Oct 2000
+2.53%
Jul 2001 - Jun 2011
0.00%
0 out of 347
Euro Inflation Adjusted +6.17% +13.42%
Nov 1990 - Oct 2000
+0.46%
Jul 2001 - Jun 2011
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 +7.84% +14.53%
Nov 1990 - Oct 2001
+3.21%
Sep 2000 - Aug 2011
0.00%
0 out of 335
Euro Inflation Adjusted +6.03% +11.86%
Nov 1990 - Oct 2001
+1.02%
May 2000 - Apr 2011
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 +7.60% +12.61%
Dec 1988 - Nov 2000
+3.81%
Feb 2002 - Jan 2014
0.00%
0 out of 323
Euro Inflation Adjusted +5.67% +9.96%
Nov 1990 - Oct 2002
+1.76%
Jan 2002 - Dec 2013
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 +7.41% +12.67%
Dec 1987 - Nov 2000
+3.68%
Nov 2000 - Oct 2013
0.00%
0 out of 311
Euro Inflation Adjusted +5.49% +9.87%
Dec 1987 - Nov 2000
+1.59%
Nov 2000 - Oct 2013
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 +7.49% +12.19%
Jan 1988 - Dec 2001
+4.22%
May 2000 - Apr 2014
0.00%
0 out of 299
Euro Inflation Adjusted +5.57% +9.42%
Jan 1988 - Dec 2001
+2.15%
May 2000 - Apr 2014
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 +7.62% +10.66%
Dec 1987 - Nov 2002
+5.15%
Aug 1993 - Jul 2008
0.00%
0 out of 287
Euro Inflation Adjusted +5.59% +7.97%
Dec 1987 - Nov 2002
+2.93%
Aug 1993 - Jul 2008
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 +7.51% +9.84%
Nov 1990 - Oct 2006
+4.61%
Feb 2002 - Jan 2018
0.00%
0 out of 275
Euro Inflation Adjusted +5.43% +7.37%
Nov 1990 - Oct 2006
+2.94%
Feb 2002 - Jan 2018
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 +7.39% +9.11%
Dec 1988 - Nov 2005
+4.76%
Apr 2001 - Mar 2018
0.00%
0 out of 263
Euro Inflation Adjusted +5.38% +6.82%
Aug 1995 - Jul 2012
+3.02%
Apr 2001 - Mar 2018
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 +7.34% +9.53%
Jan 1988 - Dec 2005
+4.78%
Nov 2000 - Oct 2018
0.00%
0 out of 251
Euro Inflation Adjusted +5.22% +7.07%
Sep 1992 - Aug 2010
+2.99%
Nov 2000 - Oct 2018
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 +7.47% +8.79%
Feb 1991 - Jan 2010
+5.33%
Nov 2000 - Oct 2019
0.00%
0 out of 239
Euro Inflation Adjusted +5.21% +6.78%
Apr 1996 - Mar 2015
+3.57%
Nov 2000 - Oct 2019
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 +7.28% +9.46%
Dec 1990 - Nov 2010
+5.32%
Jun 2001 - May 2021
0.00%
0 out of 227
Euro Inflation Adjusted +5.02% +7.43%
Apr 1995 - Mar 2015
+3.66%
Jun 2001 - May 2021
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 Portfolio: ETF allocation and returns page.