Rebalancing: at every Jan 1st
Currency: EUR
When holding the Vanguard LifeStrategy Growth Fund To EUR Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~49 years), the longest duration with a negative return was 139 months (from March 2000 to September 2011).
This indicates that, within the same timeframe, any rolling period of 140 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.
Vanguard LifeStrategy Growth Fund To EUR Portfolio: ETF allocation and returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Sep 30, 2024, the annualized return of the previous 10 years has been 9.39%.
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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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-29.01%
Jan 2008 - Dec 2008 |
+9.75% |
+54.39%
Aug 1982 - Jul 1983 |
19.69%
113 out of 574 |
-30.59%
Apr 2002 - Mar 2003 |
+7.52% |
+51.63%
Aug 1996 - Jul 1997 |
26.31%
151 out of 574 |
-20.35%
Oct 2000 - Sep 2002 |
+10.16% |
+32.78%
Aug 1995 - Jul 1997 |
11.74%
66 out of 562 |
-22.03%
Oct 2000 - Sep 2002 |
+7.94% |
+30.55%
Sep 1998 - Aug 2000 |
18.51%
104 out of 562 |
-14.90%
Apr 2000 - Mar 2003 |
+9.81% |
+29.29%
Jun 1982 - May 1985 |
12.00%
66 out of 550 |
-16.86%
Apr 2000 - Mar 2003 |
+7.54% |
+25.98%
Apr 1995 - Mar 1998 |
14.36%
79 out of 550 |
-8.01%
Sep 2000 - Aug 2004 |
+10.39% |
+26.11%
Sep 1996 - Aug 2000 |
10.41%
56 out of 538 |
-10.00%
Sep 2000 - Aug 2004 |
+7.78% |
+24.25%
Sep 1996 - Aug 2000 |
14.31%
77 out of 538 |
-4.80%
May 2000 - Apr 2005 |
+10.05% |
+25.10%
Apr 1995 - Mar 2000 |
6.65%
35 out of 526 |
-6.90%
May 2000 - Apr 2005 |
+7.45% |
+23.13%
Apr 1995 - Mar 2000 |
13.31%
70 out of 526 |
-1.85%
Sep 2000 - Aug 2006 |
+9.62% |
+23.04%
Apr 1980 - Mar 1986 |
1.95%
10 out of 514 |
-3.99%
Sep 2000 - Aug 2006 |
+7.34% |
+18.97%
Apr 1980 - Mar 1986 |
9.34%
48 out of 514 |
-3.53%
Mar 2002 - Feb 2009 |
+9.69% |
+20.31%
Apr 1980 - Mar 1987 |
2.59%
13 out of 502 |
-5.51%
Mar 2002 - Feb 2009 |
+7.38% |
+16.93%
Apr 1980 - Mar 1987 |
6.77%
34 out of 502 |
-3.62%
Mar 2001 - Feb 2009 |
+9.74% |
+19.92%
Sep 1992 - Aug 2000 |
3.88%
19 out of 490 |
-5.64%
Mar 2001 - Feb 2009 |
+7.65% |
+17.47%
Sep 1992 - Aug 2000 |
5.92%
29 out of 490 |
-4.17%
Apr 2000 - Mar 2009 |
+9.40% |
+18.20%
Jan 1991 - Dec 1999 |
3.35%
16 out of 478 |
-6.18%
Apr 2000 - Mar 2009 |
+7.27% |
+15.38%
Jan 1991 - Dec 1999 |
6.49%
31 out of 478 |
-1.02%
Apr 1999 - Mar 2009 |
+9.49% |
+17.63%
Nov 1990 - Oct 2000 |
3.86%
18 out of 466 |
-3.07%
Apr 1999 - Mar 2009 |
+7.28% |
+14.89%
Nov 1990 - Oct 2000 |
7.94%
37 out of 466 |
-0.78%
Sep 2000 - Aug 2011 |
+9.63% |
+16.19%
Nov 1978 - Oct 1989 |
0.88%
4 out of 454 |
-2.80%
Sep 2000 - Aug 2011 |
+7.32% |
+12.79%
Nov 1978 - Oct 1989 |
7.71%
35 out of 454 |
+0.82%
Sep 2000 - Aug 2012 |
+9.58% |
+15.98%
Jan 1988 - Dec 1999 |
0.00%
0 out of 442 |
-1.35%
May 2000 - Apr 2012 |
+7.38% |
+13.07%
Jan 1988 - Dec 1999 |
4.30%
19 out of 442 |
+1.39%
Sep 2000 - Aug 2013 |
+9.14% |
+14.95%
Nov 1987 - Oct 2000 |
0.00%
0 out of 430 |
-0.66%
Sep 2000 - Aug 2013 |
+6.99% |
+12.11%
Nov 1987 - Oct 2000 |
2.33%
10 out of 430 |
+2.27%
Apr 2000 - Mar 2014 |
+8.90% |
+15.09%
Jan 1980 - Dec 1993 |
0.00%
0 out of 418 |
+0.24%
Apr 2000 - Mar 2014 |
+6.80% |
+11.70%
Jan 1980 - Dec 1993 |
0.00%
0 out of 418 |
+3.06%
Sep 2000 - Aug 2015 |
+8.49% |
+15.19%
Aug 1982 - Jul 1997 |
0.00%
0 out of 406 |
+1.23%
Sep 2000 - Aug 2015 |
+6.27% |
+12.54%
Aug 1982 - Jul 1997 |
0.00%
0 out of 406 |
+3.26%
May 2000 - Apr 2016 |
+8.09% |
+14.84%
Apr 1982 - Mar 1998 |
0.00%
0 out of 394 |
+1.48%
May 2000 - Apr 2016 |
+6.08% |
+12.20%
Jul 1982 - Jun 1998 |
0.00%
0 out of 394 |
+3.62%
Sep 2000 - Aug 2017 |
+7.97% |
+15.06%
Jul 1982 - Jun 1999 |
0.00%
0 out of 382 |
+1.89%
Sep 2000 - Aug 2017 |
+5.90% |
+12.58%
Jul 1982 - Jun 1999 |
0.00%
0 out of 382 |
+3.83%
Apr 2000 - Mar 2018 |
+8.04% |
+15.47%
Apr 1982 - Mar 2000 |
0.00%
0 out of 370 |
+2.07%
Apr 2000 - Mar 2018 |
+5.69% |
+12.89%
Apr 1982 - Mar 2000 |
0.00%
0 out of 370 |
+3.92%
Jan 2000 - Dec 2018 |
+7.92% |
+15.20%
May 1980 - Apr 1999 |
0.00%
0 out of 358 |
+2.15%
Jan 2000 - Dec 2018 |
+5.77% |
+12.27%
Nov 1981 - Oct 2000 |
0.00%
0 out of 358 |
+3.76%
Apr 2000 - Mar 2020 |
+8.00% |
+15.91%
Apr 1980 - Mar 2000 |
0.00%
0 out of 346 |
+2.07%
Apr 2000 - Mar 2020 |
+5.82% |
+12.96%
Apr 1980 - Mar 2000 |
0.00%
0 out of 346 |
Vanguard LifeStrategy Growth Fund To EUR Portfolio: ETF allocation and returns