US Stocks ESG Portfolio: Rolling Returns

Time Period: from September 2005 to November 2024 (~19 years)
Currency: USD
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When holding the US Stocks ESG Portfolio, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~19 years), the longest duration with a negative return was 65 months (from May 2006 to September 2011).

This indicates that, within the same timeframe, any rolling period of 66 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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.

US STOCKS ESG PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 December 2014 - 30 November 2024 (10 Years)
Time Period: 1 September 2005 - 30 November 2024 (~19 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

US STOCKS ESG PORTFOLIO
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 September 2005 - 30 November 2024 (~19 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-46.37%
Mar 2008 - Feb 2009
+13.03% +66.18%
Mar 2009 - Feb 2010
25.00%
55 out of 220
-46.38%
Mar 2008 - Feb 2009
+11.03% +62.68%
Mar 2009 - Feb 2010
26.82%
59 out of 220
-28.39%
Mar 2007 - Feb 2009
+8.26% +45.43%
Mar 2009 - Feb 2011
18.27%
38 out of 208
-29.83%
Mar 2007 - Feb 2009
+5.77% +42.39%
Mar 2009 - Feb 2011
23.56%
49 out of 208
-15.10%
Mar 2006 - Feb 2009
+9.00% +28.37%
Jan 2019 - Dec 2021
13.78%
27 out of 196
-16.91%
Mar 2006 - Feb 2009
+6.53% +25.07%
Mar 2009 - Feb 2012
14.80%
29 out of 196
-4.71%
Oct 2007 - Sep 2011
+11.20% +24.68%
Mar 2009 - Feb 2013
7.61%
14 out of 184
-6.66%
Oct 2007 - Sep 2011
+8.01% +21.88%
Mar 2009 - Feb 2013
15.76%
29 out of 184
-1.90%
Jun 2007 - May 2012
+10.30% +25.38%
Mar 2009 - Feb 2014
2.33%
4 out of 172
-3.86%
Jun 2007 - May 2012
+8.21% +22.84%
Mar 2009 - Feb 2014
9.88%
17 out of 172
+1.33%
Oct 2005 - Sep 2011
+10.07% +23.10%
Mar 2009 - Feb 2015
0.00%
0 out of 160
-0.85%
Oct 2005 - Sep 2011
+7.66% +21.04%
Mar 2009 - Feb 2015
0.63%
1 out of 160
+4.49%
Oct 2005 - Sep 2012
+10.31% +18.10%
Mar 2009 - Feb 2016
0.00%
0 out of 148
+2.15%
Sep 2005 - Aug 2012
+8.10% +16.26%
Mar 2009 - Feb 2016
0.00%
0 out of 148
+5.92%
Oct 2007 - Sep 2015
+9.94% +18.60%
Mar 2009 - Feb 2017
0.00%
0 out of 136
+4.04%
Mar 2015 - Feb 2023
+7.84% +16.58%
Mar 2009 - Feb 2017
0.00%
0 out of 136
+5.64%
Jul 2007 - Jun 2016
+9.75% +17.06%
Mar 2009 - Feb 2018
0.00%
0 out of 124
+3.89%
Feb 2007 - Jan 2016
+7.12% +15.00%
Mar 2009 - Feb 2018
0.00%
0 out of 124
+6.19%
Jun 2007 - May 2017
+10.23% +15.13%
Jan 2012 - Dec 2021
0.00%
0 out of 112
+4.44%
Jun 2007 - May 2017
+7.44% +13.03%
Mar 2009 - Feb 2019
0.00%
0 out of 112
+5.64%
Jan 2008 - Dec 2018
+10.97% +14.79%
Sep 2010 - Aug 2021
0.00%
0 out of 100
+3.94%
Jan 2008 - Dec 2018
+8.15% +12.52%
Mar 2009 - Feb 2020
0.00%
0 out of 100
+5.54%
Jun 2007 - May 2019
+10.07% +16.35%
Mar 2009 - Feb 2021
0.00%
0 out of 88
+3.70%
Jun 2007 - May 2019
+7.70% +14.29%
Mar 2009 - Feb 2021
0.00%
0 out of 88
+5.50%
Apr 2007 - Mar 2020
+10.28% +15.95%
Mar 2009 - Feb 2022
0.00%
0 out of 76
+3.66%
Apr 2007 - Mar 2020
+7.83% +13.38%
Mar 2009 - Feb 2022
0.00%
0 out of 76
+6.18%
Apr 2006 - Mar 2020
+9.64% +13.81%
Mar 2009 - Feb 2023
0.00%
0 out of 64
+4.25%
Apr 2006 - Mar 2020
+7.46% +11.01%
Mar 2009 - Feb 2023
0.00%
0 out of 64
+6.80%
Oct 2007 - Sep 2022
+9.44% +14.96%
Mar 2009 - Feb 2024
0.00%
0 out of 52
+4.33%
Oct 2007 - Sep 2022
+7.27% +12.09%
Mar 2009 - Feb 2024
0.00%
0 out of 52
+7.28%
Jun 2007 - May 2023
+8.59% +14.42%
Dec 2008 - Nov 2024
0.00%
0 out of 40
+4.74%
Jun 2007 - May 2023
+6.11% +11.65%
Dec 2008 - Nov 2024
0.00%
0 out of 40
+7.69%
Oct 2005 - Sep 2022
+8.45% +9.71%
Dec 2007 - Nov 2024
0.00%
0 out of 28
+5.19%
Oct 2005 - Sep 2022
+5.85% +7.14%
Dec 2007 - Nov 2024
0.00%
0 out of 28
+8.40%
Oct 2005 - Sep 2023
+9.28% +9.60%
Dec 2006 - Nov 2024
0.00%
0 out of 16
+5.81%
Oct 2005 - Sep 2023
+6.60% +6.95%
Oct 2006 - Sep 2024
0.00%
0 out of 16
+9.73%
Oct 2005 - Sep 2024
+9.74% +10.13%
Dec 2005 - Nov 2024
0.00%
0 out of 4
+7.05%
Sep 2005 - Aug 2024
+7.11% +7.47%
Dec 2005 - Nov 2024
0.00%
0 out of 4
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