Value Stock Geek Weird Portfolio: Rolling Returns

Data Source: from January 1975 to January 2024 (~49 years)
Consolidated Returns as of 31 January 2024

Holding the Value Stock Geek Weird Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~49 years), the longest period with a negative return lasted 47 months (from December 2019 to October 2023).

This means that every rolling period of 48 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Value Stock Geek Weird 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

VALUE STOCK GEEK WEIRD PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 5.41% (updated at Jan 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.

VALUE STOCK GEEK WEIRD PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1975 - 31 January 2024 (~49 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.40 03/2008
02/2009
0.70$ -0.36 0.99$ 8.30 1.08$ 19.89 1.19$ 46.29 04/2009
03/2010
1.46$ -1.45 15.76%
2Y -16.08 03/2007
02/2009
0.70$ 2.03 1.04$ 8.35 1.17$ 17.77 1.38$ 34.82 03/2009
02/2011
1.81$ -3.95 10.68%
3Y -6.05 03/2006
02/2009
0.82$ 3.36 1.10$ 8.07 1.26$ 15.73 1.54$ 26.63 04/2003
03/2006
2.03$ 0.21 3.08%
4Y 0.00 11/2019
10/2023
1.00$ 4.63 1.19$ 7.38 1.32$ 14.87 1.74$ 23.52 04/2003
03/2007
2.32$ 2.48 0.00%
5Y 2.09 10/2017
09/2022
1.10$ 5.14 1.28$ 7.92 1.46$ 14.96 2.00$ 20.26 11/2002
10/2007
2.51$ 4.80 0.00%
6Y 2.15 11/2017
10/2023
1.13$ 5.83 1.40$ 8.71 1.65$ 13.68 2.15$ 17.61 11/2001
10/2007
2.64$ 3.65 0.00%
7Y 3.14 10/2016
09/2023
1.24$ 6.35 1.53$ 8.73 1.79$ 12.88 2.33$ 16.43 02/2000
01/2007
2.89$ 4.90 0.00%
8Y 3.97 11/2015
10/2023
1.36$ 6.71 1.68$ 9.21 2.02$ 12.53 2.57$ 15.03 03/1999
02/2007
3.06$ 5.91 0.00%
9Y 3.85 11/2014
10/2023
1.40$ 7.21 1.87$ 9.62 2.28$ 12.33 2.84$ 14.37 04/2003
03/2012
3.34$ 4.49 0.00%
10Y 4.21 11/2013
10/2023
1.50$ 7.64 2.08$ 10.01 2.59$ 12.02 3.11$ 13.87 04/2003
03/2013
3.66$ 5.41 0.00%
11Y 4.65 11/2012
10/2023
1.64$ 7.33 2.17$ 10.12 2.88$ 12.24 3.56$ 13.27 04/2003
03/2014
3.93$ 5.40 0.00%
12Y 5.05 11/2011
10/2023
1.80$ 7.39 2.35$ 10.17 3.19$ 12.00 3.89$ 12.88 04/2003
03/2015
4.27$ 5.62 0.00%
13Y 5.62 11/2010
10/2023
2.03$ 7.54 2.57$ 10.05 3.47$ 11.73 4.22$ 12.33 05/2000
04/2013
4.53$ 6.37 0.00%
14Y 6.69 04/2006
03/2020
2.47$ 7.92 2.90$ 9.81 3.70$ 11.42 4.54$ 12.01 03/2000
02/2014
4.89$ 7.50 0.00%
15Y 5.80 11/2007
10/2022
2.33$ 7.87 3.11$ 10.02 4.18$ 11.14 4.87$ 11.93 02/2000
01/2015
5.41$ 8.90 0.00%
16Y 5.41 11/2007
10/2023
2.32$ 8.18 3.51$ 10.15 4.69$ 10.80 5.16$ 11.41 03/1999
02/2015
5.63$ 6.53 0.00%
17Y 5.85 11/2006
10/2023
2.63$ 8.99 4.32$ 10.13 5.15$ 10.64 5.58$ 11.06 12/2000
11/2017
5.94$ 6.19 0.00%
18Y 6.78 02/2006
01/2024
3.25$ 9.08 4.77$ 10.07 5.62$ 10.56 6.09$ 11.01 04/2003
03/2021
6.55$ 6.78 0.00%
19Y 7.21 11/2004
10/2023
3.75$ 9.27 5.38$ 10.00 6.11$ 10.38 6.53$ 11.07 11/2002
10/2021
7.35$ 7.58 0.00%
20Y 7.76 11/2003
10/2023
4.46$ 9.32 5.94$ 9.75 6.42$ 10.26 7.05$ 10.77 11/2001
10/2021
7.73$ 7.97 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.41 03/2008
02/2009
0.70$ -3.38 0.96$ 6.29 1.06$ 16.41 1.16$ 43.56 04/2003
03/2004
1.43$ -4.42 22.35%
2Y -17.77 03/2007
02/2009
0.67$ -0.72 0.98$ 5.84 1.12$ 14.13 1.30$ 31.99 03/2009
02/2011
1.74$ -8.28 15.43%
3Y -8.05 03/2006
02/2009
0.77$ 0.54 1.01$ 5.90 1.18$ 13.04 1.44$ 23.64 03/2009
02/2012
1.89$ -5.16 11.38%
4Y -4.37 11/2019
10/2023
0.83$ 2.04 1.08$ 5.47 1.23$ 12.40 1.59$ 20.17 04/2003
03/2007
2.08$ -2.01 3.83%
5Y -1.60 10/2017
09/2022
0.92$ 2.78 1.14$ 5.78 1.32$ 12.15 1.77$ 16.85 11/2002
10/2007
2.17$ 0.61 2.66%
6Y -1.54 11/2017
10/2023
0.91$ 3.53 1.23$ 6.41 1.45$ 10.74 1.84$ 15.38 03/2009
02/2015
2.35$ -0.06 1.73%
7Y -0.37 10/2016
09/2023
0.97$ 3.97 1.31$ 6.53 1.55$ 10.22 1.97$ 13.41 02/2000
01/2007
2.41$ 1.37 0.72%
8Y 0.68 11/2015
10/2023
1.05$ 4.72 1.44$ 6.88 1.70$ 9.98 2.14$ 12.11 03/2009
02/2017
2.49$ 2.47 0.00%
9Y 0.90 11/2014
10/2023
1.08$ 5.24 1.58$ 7.27 1.87$ 9.62 2.28$ 11.63 04/2003
03/2012
2.69$ 1.32 0.00%
10Y 1.38 11/2013
10/2023
1.14$ 5.60 1.72$ 7.59 2.07$ 9.39 2.45$ 11.24 04/2003
03/2013
2.90$ 2.56 0.00%
11Y 1.99 11/2012
10/2023
1.24$ 5.32 1.76$ 7.62 2.24$ 9.57 2.73$ 10.73 04/2003
03/2014
3.06$ 2.66 0.00%
12Y 2.42 11/2011
10/2023
1.33$ 5.07 1.81$ 7.64 2.41$ 9.41 2.94$ 10.56 04/2003
03/2015
3.33$ 2.96 0.00%
13Y 2.90 11/2010
10/2023
1.45$ 5.38 1.97$ 7.58 2.58$ 9.22 3.14$ 9.91 02/2002
01/2015
3.41$ 3.65 0.00%
14Y 4.22 10/2009
09/2023
1.78$ 5.72 2.17$ 7.24 2.66$ 8.99 3.33$ 9.57 04/2001
03/2015
3.59$ 4.82 0.00%
15Y 3.34 11/2007
10/2022
1.63$ 5.57 2.25$ 7.46 2.94$ 8.79 3.53$ 9.51 02/2000
01/2015
3.90$ 6.18 0.00%
16Y 2.90 11/2007
10/2023
1.57$ 5.82 2.47$ 7.62 3.23$ 8.52 3.69$ 8.96 03/1999
02/2015
3.94$ 4.04 0.00%
17Y 3.27 11/2006
10/2023
1.72$ 6.47 2.90$ 7.67 3.51$ 8.35 3.90$ 8.79 12/2000
11/2017
4.19$ 3.59 0.00%
18Y 4.20 02/2006
01/2024
2.09$ 6.50 3.10$ 7.63 3.75$ 8.25 4.16$ 8.78 04/2003
03/2021
4.54$ 4.20 0.00%
19Y 4.55 11/2004
10/2023
2.32$ 6.69 3.42$ 7.59 4.01$ 8.06 4.36$ 8.63 11/2002
10/2021
4.81$ 4.89 0.00%
20Y 5.06 11/2003
10/2023
2.68$ 6.84 3.75$ 7.36 4.13$ 7.91 4.58$ 8.35 11/2001
10/2021
4.97$ 5.26 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.40 03/2008
02/2009
0.70$ 0.18 1.00$ 10.35 1.10$ 23.87 1.23$ 55.54 07/1982
06/1983
1.55$ -1.45 14.71%
2Y -16.08 03/2007
02/2009
0.70$ 3.30 1.06$ 9.84 1.20$ 20.82 1.45$ 35.34 02/1978
01/1980
1.83$ -3.95 7.07%
3Y -6.05 03/2006
02/2009
0.82$ 4.46 1.13$ 10.01 1.33$ 19.65 1.71$ 30.06 08/1984
07/1987
2.19$ 0.21 1.81%
4Y 0.00 11/2019
10/2023
1.00$ 5.37 1.23$ 9.37 1.43$ 18.79 1.99$ 27.67 07/1982
06/1986
2.65$ 2.48 0.00%
5Y 2.09 10/2017
09/2022
1.10$ 5.85 1.32$ 9.35 1.56$ 17.86 2.27$ 26.51 08/1982
07/1987
3.24$ 4.80 0.00%
6Y 2.15 11/2017
10/2023
1.13$ 6.48 1.45$ 9.73 1.74$ 16.46 2.49$ 22.61 01/1975
12/1980
3.39$ 3.65 0.00%
7Y 3.14 10/2016
09/2023
1.24$ 6.95 1.60$ 9.78 1.92$ 16.43 2.89$ 20.75 08/1982
07/1989
3.74$ 4.90 0.00%
8Y 3.97 11/2015
10/2023
1.36$ 7.11 1.73$ 9.90 2.12$ 16.08 3.29$ 19.99 12/1978
11/1986
4.29$ 5.91 0.00%
9Y 3.85 11/2014
10/2023
1.40$ 7.32 1.88$ 10.16 2.38$ 14.83 3.47$ 20.43 03/1978
02/1987
5.32$ 4.49 0.00%
10Y 4.21 11/2013
10/2023
1.50$ 7.42 2.04$ 10.48 2.71$ 14.28 3.80$ 20.34 09/1976
08/1986
6.37$ 5.41 0.00%
11Y 4.65 11/2012
10/2023
1.64$ 7.39 2.18$ 10.65 3.04$ 13.64 4.08$ 20.36 09/1976
08/1987
7.67$ 5.40 0.00%
12Y 5.05 11/2011
10/2023
1.80$ 7.27 2.32$ 10.59 3.34$ 13.81 4.72$ 19.90 10/1975
09/1987
8.83$ 5.62 0.00%
13Y 5.62 11/2010
10/2023
2.03$ 7.46 2.54$ 10.52 3.66$ 13.33 5.08$ 18.50 01/1975
12/1987
9.08$ 6.37 0.00%
14Y 6.52 10/1987
09/2001
2.41$ 7.71 2.82$ 10.35 3.97$ 13.58 5.94$ 18.10 01/1975
12/1988
10.26$ 7.50 0.00%
15Y 5.80 11/2007
10/2022
2.33$ 8.04 3.19$ 10.39 4.40$ 12.93 6.19$ 17.77 01/1975
12/1989
11.62$ 8.90 0.00%
16Y 5.41 11/2007
10/2023
2.32$ 8.48 3.67$ 10.29 4.79$ 12.87 6.93$ 15.79 10/1975
09/1991
10.44$ 6.53 0.00%
17Y 5.85 11/2006
10/2023
2.63$ 8.91 4.27$ 10.14 5.16$ 12.40 7.29$ 15.91 01/1975
12/1991
12.30$ 6.19 0.00%
18Y 6.78 02/2006
01/2024
3.25$ 9.30 4.95$ 10.08 5.62$ 12.55 8.39$ 15.90 10/1975
09/1993
14.24$ 6.78 0.00%
19Y 7.21 11/2004
10/2023
3.75$ 9.46 5.57$ 10.13 6.25$ 12.32 9.08$ 15.87 01/1975
12/1993
16.41$ 7.58 0.00%
20Y 7.38 03/1989
02/2009
4.15$ 9.36 5.98$ 10.13 6.88$ 11.74 9.20$ 14.78 01/1975
12/1994
15.74$ 7.97 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -29.41 03/2008
02/2009
0.70$ -3.38 0.96$ 7.28 1.07$ 17.55 1.17$ 51.78 07/1982
06/1983
1.51$ -4.42 22.49%
2Y -17.77 03/2007
02/2009
0.67$ -0.06 0.99$ 7.21 1.14$ 15.36 1.33$ 31.99 03/2009
02/2011
1.74$ -8.28 15.19%
3Y -8.05 03/2006
02/2009
0.77$ 0.82 1.02$ 6.77 1.21$ 14.57 1.50$ 26.25 08/1984
07/1987
2.01$ -5.16 10.11%
4Y -4.37 11/2019
10/2023
0.83$ 2.31 1.09$ 6.29 1.27$ 13.82 1.67$ 23.89 07/1982
06/1986
2.35$ -2.01 3.69%
5Y -1.60 10/2017
09/2022
0.92$ 3.18 1.16$ 6.36 1.36$ 12.89 1.83$ 22.66 08/1982
07/1987
2.77$ 0.61 1.51%
6Y -1.54 11/2017
10/2023
0.91$ 3.62 1.23$ 6.85 1.48$ 11.35 1.90$ 18.10 07/1982
06/1988
2.71$ -0.06 0.97%
7Y -0.37 10/2016
09/2023
0.97$ 4.18 1.33$ 7.10 1.61$ 10.85 2.05$ 16.60 08/1982
07/1989
2.93$ 1.37 0.40%
8Y 0.68 11/2015
10/2023
1.05$ 4.42 1.41$ 7.45 1.77$ 10.69 2.25$ 13.70 10/1981
09/1989
2.79$ 2.47 0.00%
9Y 0.90 11/2014
10/2023
1.08$ 4.59 1.49$ 7.51 1.91$ 10.15 2.38$ 12.99 03/1978
02/1987
3.00$ 1.32 0.00%
10Y 1.38 11/2013
10/2023
1.14$ 4.64 1.57$ 7.65 2.08$ 10.11 2.61$ 12.84 09/1977
08/1987
3.34$ 2.56 0.00%
11Y 1.99 11/2012
10/2023
1.24$ 4.64 1.64$ 7.50 2.21$ 10.03 2.86$ 13.04 09/1976
08/1987
3.84$ 2.66 0.00%
12Y 2.42 11/2011
10/2023
1.33$ 4.73 1.74$ 7.48 2.37$ 9.77 3.05$ 12.71 10/1975
09/1987
4.20$ 2.96 0.00%
13Y 2.90 11/2010
10/2023
1.45$ 4.72 1.82$ 7.65 2.60$ 9.30 3.17$ 11.42 01/1975
12/1987
4.07$ 3.65 0.00%
14Y 3.22 10/1987
09/2001
1.55$ 5.34 2.07$ 7.53 2.76$ 8.99 3.33$ 11.29 10/1975
09/1989
4.47$ 4.82 0.00%
15Y 3.34 11/2007
10/2022
1.63$ 5.29 2.16$ 7.49 2.95$ 8.87 3.57$ 10.99 01/1975
12/1989
4.77$ 6.18 0.00%
16Y 2.90 11/2007
10/2023
1.57$ 5.62 2.39$ 7.54 3.19$ 8.70 3.79$ 9.54 07/1982
06/1998
4.29$ 4.04 0.00%
17Y 3.27 11/2006
10/2023
1.72$ 5.96 2.67$ 7.51 3.42$ 8.44 3.96$ 9.67 11/1976
10/1993
4.80$ 3.59 0.00%
18Y 4.20 02/2006
01/2024
2.09$ 6.24 2.97$ 7.28 3.54$ 8.26 4.17$ 9.78 10/1975
09/1993
5.36$ 4.20 0.00%
19Y 4.55 11/2004
10/2023
2.32$ 6.21 3.14$ 7.29 3.80$ 8.15 4.43$ 9.72 01/1975
12/1993
5.82$ 4.89 0.00%
20Y 4.42 03/1989
02/2009
2.37$ 6.41 3.46$ 7.30 4.09$ 8.06 4.71$ 8.92 10/1975
09/1995
5.51$ 5.26 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.35% +55.54%
Jul 1982 - Jun 1983
-29.40%
Mar 2008 - Feb 2009
14.71%
85 out of 578
US Inflation Adjusted +7.28% +51.78%
Jul 1982 - Jun 1983
-29.41%
Mar 2008 - Feb 2009
22.49%
130 out of 578
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 +9.84% +35.34%
Feb 1978 - Jan 1980
-16.08%
Mar 2007 - Feb 2009
7.07%
40 out of 566
US Inflation Adjusted +7.21% +31.99%
Mar 2009 - Feb 2011
-17.77%
Mar 2007 - Feb 2009
15.19%
86 out of 566
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 +10.01% +30.06%
Aug 1984 - Jul 1987
-6.05%
Mar 2006 - Feb 2009
1.81%
10 out of 554
US Inflation Adjusted +6.77% +26.25%
Aug 1984 - Jul 1987
-8.05%
Mar 2006 - Feb 2009
10.11%
56 out of 554
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 +9.37% +27.67%
Jul 1982 - Jun 1986
+0.00%
Nov 2019 - Oct 2023
0.00%
0 out of 542
US Inflation Adjusted +6.29% +23.89%
Jul 1982 - Jun 1986
-4.37%
Nov 2019 - Oct 2023
3.69%
20 out of 542
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 +9.35% +26.51%
Aug 1982 - Jul 1987
+2.09%
Oct 2017 - Sep 2022
0.00%
0 out of 530
US Inflation Adjusted +6.36% +22.66%
Aug 1982 - Jul 1987
-1.60%
Oct 2017 - Sep 2022
1.51%
8 out of 530
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 +9.73% +22.61%
Jan 1975 - Dec 1980
+2.15%
Nov 2017 - Oct 2023
0.00%
0 out of 518
US Inflation Adjusted +6.85% +18.10%
Jul 1982 - Jun 1988
-1.54%
Nov 2017 - Oct 2023
0.97%
5 out of 518
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 +9.78% +20.75%
Aug 1982 - Jul 1989
+3.14%
Oct 2016 - Sep 2023
0.00%
0 out of 506
US Inflation Adjusted +7.10% +16.60%
Aug 1982 - Jul 1989
-0.37%
Oct 2016 - Sep 2023
0.40%
2 out of 506
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 +9.90% +19.99%
Dec 1978 - Nov 1986
+3.97%
Nov 2015 - Oct 2023
0.00%
0 out of 494
US Inflation Adjusted +7.45% +13.70%
Oct 1981 - Sep 1989
+0.68%
Nov 2015 - Oct 2023
0.00%
0 out of 494
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 +10.16% +20.43%
Mar 1978 - Feb 1987
+3.85%
Nov 2014 - Oct 2023
0.00%
0 out of 482
US Inflation Adjusted +7.51% +12.99%
Mar 1978 - Feb 1987
+0.90%
Nov 2014 - Oct 2023
0.00%
0 out of 482
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 +10.48% +20.34%
Sep 1976 - Aug 1986
+4.21%
Nov 2013 - Oct 2023
0.00%
0 out of 470
US Inflation Adjusted +7.65% +12.84%
Sep 1977 - Aug 1987
+1.38%
Nov 2013 - Oct 2023
0.00%
0 out of 470
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 +10.65% +20.36%
Sep 1976 - Aug 1987
+4.65%
Nov 2012 - Oct 2023
0.00%
0 out of 458
US Inflation Adjusted +7.50% +13.04%
Sep 1976 - Aug 1987
+1.99%
Nov 2012 - Oct 2023
0.00%
0 out of 458
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 +10.59% +19.90%
Oct 1975 - Sep 1987
+5.05%
Nov 2011 - Oct 2023
0.00%
0 out of 446
US Inflation Adjusted +7.48% +12.71%
Oct 1975 - Sep 1987
+2.42%
Nov 2011 - Oct 2023
0.00%
0 out of 446
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 +10.52% +18.50%
Jan 1975 - Dec 1987
+5.62%
Nov 2010 - Oct 2023
0.00%
0 out of 434
US Inflation Adjusted +7.65% +11.42%
Jan 1975 - Dec 1987
+2.90%
Nov 2010 - Oct 2023
0.00%
0 out of 434
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 +10.35% +18.10%
Jan 1975 - Dec 1988
+6.52%
Oct 1987 - Sep 2001
0.00%
0 out of 422
US Inflation Adjusted +7.53% +11.29%
Oct 1975 - Sep 1989
+3.22%
Oct 1987 - Sep 2001
0.00%
0 out of 422
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 +10.39% +17.77%
Jan 1975 - Dec 1989
+5.80%
Nov 2007 - Oct 2022
0.00%
0 out of 410
US Inflation Adjusted +7.49% +10.99%
Jan 1975 - Dec 1989
+3.34%
Nov 2007 - Oct 2022
0.00%
0 out of 410
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 +10.29% +15.79%
Oct 1975 - Sep 1991
+5.41%
Nov 2007 - Oct 2023
0.00%
0 out of 398
US Inflation Adjusted +7.54% +9.54%
Jul 1982 - Jun 1998
+2.90%
Nov 2007 - Oct 2023
0.00%
0 out of 398
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 +10.14% +15.91%
Jan 1975 - Dec 1991
+5.85%
Nov 2006 - Oct 2023
0.00%
0 out of 386
US Inflation Adjusted +7.51% +9.67%
Nov 1976 - Oct 1993
+3.27%
Nov 2006 - Oct 2023
0.00%
0 out of 386
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 +10.08% +15.90%
Oct 1975 - Sep 1993
+6.78%
Feb 2006 - Jan 2024
0.00%
0 out of 374
US Inflation Adjusted +7.28% +9.78%
Oct 1975 - Sep 1993
+4.20%
Feb 2006 - Jan 2024
0.00%
0 out of 374
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 +10.13% +15.87%
Jan 1975 - Dec 1993
+7.21%
Nov 2004 - Oct 2023
0.00%
0 out of 362
US Inflation Adjusted +7.29% +9.72%
Jan 1975 - Dec 1993
+4.55%
Nov 2004 - Oct 2023
0.00%
0 out of 362
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 +10.13% +14.78%
Jan 1975 - Dec 1994
+7.38%
Mar 1989 - Feb 2009
0.00%
0 out of 350
US Inflation Adjusted +7.30% +8.92%
Oct 1975 - Sep 1995
+4.42%
Mar 1989 - Feb 2009
0.00%
0 out of 350
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 Value Stock Geek Weird Portfolio: ETF allocation and returns page.