Consolidated Returns as of 30 June 2024
Holding the Value Stock Geek Weird Portfolio To EUR Bond Hedged, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~53 years), the longest period with a negative return lasted 65 months (from June 1985 to October 1990).
This means that every rolling period of 66 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Value Stock Geek Weird Portfolio To EUR Bond Hedged: 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 6.35% (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 | +9.71% |
+60.52%
Aug 1982 - Jul 1983 |
-19.50%
Mar 2008 - Feb 2009 |
22.78%
141 out of 619 |
Euro Inflation Adjusted | +7.40% |
+56.06%
Aug 1982 - Jul 1983 |
-21.74%
Nov 1989 - Oct 1990 |
29.40%
182 out of 619 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.16% |
+41.45%
Dec 1978 - Nov 1980 |
-12.61%
Apr 2007 - Mar 2009 |
11.86%
72 out of 607 |
Euro Inflation Adjusted | +6.73% |
+34.45%
Dec 1978 - Nov 1980 |
-14.46%
Mar 2007 - Feb 2009 |
21.42%
130 out of 607 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.28% |
+30.34%
Jul 1982 - Jun 1985 |
-6.72%
Apr 2006 - Mar 2009 |
5.71%
34 out of 595 |
Euro Inflation Adjusted | +6.74% |
+27.19%
Jul 1982 - Jun 1985 |
-8.57%
Apr 2006 - Mar 2009 |
14.62%
87 out of 595 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.58% |
+26.74%
Dec 1978 - Nov 1982 |
-1.95%
Nov 1986 - Oct 1990 |
0.86%
5 out of 583 |
Euro Inflation Adjusted | +6.21% |
+21.42%
Jul 1982 - Jun 1986 |
-4.31%
Nov 1986 - Oct 1990 |
5.83%
34 out of 583 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.39% |
+27.25%
Dec 1978 - Nov 1983 |
+0.26%
Sep 1987 - Aug 1992 |
0.00%
0 out of 571 |
Euro Inflation Adjusted | +6.15% |
+21.21%
Dec 1978 - Nov 1983 |
-2.81%
Sep 1987 - Aug 1992 |
2.80%
16 out of 571 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.32% |
+25.15%
Dec 1978 - Nov 1984 |
+1.34%
Sep 1986 - Aug 1992 |
0.00%
0 out of 559 |
Euro Inflation Adjusted | +5.95% |
+19.77%
Dec 1978 - Nov 1984 |
-1.36%
Sep 1986 - Aug 1992 |
1.25%
7 out of 559 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.50% |
+23.45%
Mar 1978 - Feb 1985 |
+1.17%
Apr 2002 - Mar 2009 |
0.00%
0 out of 547 |
Euro Inflation Adjusted | +6.53% |
+18.50%
Mar 1978 - Feb 1985 |
-0.88%
Apr 2002 - Mar 2009 |
0.55%
3 out of 547 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.30% |
+21.19%
Jun 1977 - May 1985 |
+2.17%
Apr 2001 - Mar 2009 |
0.00%
0 out of 535 |
Euro Inflation Adjusted | +6.48% |
+16.77%
Apr 1978 - Mar 1986 |
+0.04%
Apr 2001 - Mar 2009 |
0.00%
0 out of 535 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.53% |
+20.74%
Jan 1975 - Dec 1983 |
+2.65%
Apr 2000 - Mar 2009 |
0.00%
0 out of 523 |
Euro Inflation Adjusted | +6.41% |
+15.69%
Sep 1976 - Aug 1985 |
+0.51%
Apr 2000 - Mar 2009 |
0.00%
0 out of 523 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.45% |
+20.30%
Jan 1975 - Dec 1984 |
+4.07%
Apr 1985 - Mar 1995 |
0.00%
0 out of 511 |
Euro Inflation Adjusted | +6.44% |
+15.51%
Feb 1975 - Jan 1985 |
+1.66%
Apr 1985 - Mar 1995 |
0.00%
0 out of 511 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.36% |
+19.16%
Sep 1974 - Aug 1985 |
+3.30%
Apr 1998 - Mar 2009 |
0.00%
0 out of 499 |
Euro Inflation Adjusted | +6.28% |
+14.67%
Apr 1975 - Mar 1986 |
+1.26%
Apr 1998 - Mar 2009 |
0.00%
0 out of 499 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.32% |
+18.36%
Oct 1974 - Sep 1986 |
+4.66%
Mar 1997 - Feb 2009 |
0.00%
0 out of 487 |
Euro Inflation Adjusted | +6.13% |
+14.16%
Nov 1974 - Oct 1986 |
+2.70%
Mar 1997 - Feb 2009 |
0.00%
0 out of 487 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.35% |
+17.85%
Feb 1972 - Jan 1985 |
+5.74%
Apr 1996 - Mar 2009 |
0.00%
0 out of 475 |
Euro Inflation Adjusted | +6.10% |
+13.62%
Oct 1974 - Sep 1987 |
+3.76%
Apr 1996 - Mar 2009 |
0.00%
0 out of 475 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.25% |
+16.98%
Apr 1972 - Mar 1986 |
+6.19%
Jun 1989 - May 2003 |
0.00%
0 out of 463 |
Euro Inflation Adjusted | +6.12% |
+12.36%
Oct 1973 - Sep 1987 |
+3.61%
Apr 1989 - Mar 2003 |
0.00%
0 out of 463 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.25% |
+16.20%
Jan 1972 - Dec 1986 |
+5.09%
Mar 1994 - Feb 2009 |
0.00%
0 out of 451 |
Euro Inflation Adjusted | +6.12% |
+12.04%
Oct 1974 - Sep 1989 |
+3.04%
Mar 1994 - Feb 2009 |
0.00%
0 out of 451 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.36% |
+14.98%
Sep 1973 - Aug 1989 |
+5.79%
Apr 1987 - Mar 2003 |
0.00%
0 out of 439 |
Euro Inflation Adjusted | +6.23% |
+11.10%
Sep 1973 - Aug 1989 |
+3.27%
Apr 1987 - Mar 2003 |
0.00%
0 out of 439 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.32% |
+14.63%
Feb 1972 - Jan 1989 |
+5.48%
Apr 1986 - Mar 2003 |
0.00%
0 out of 427 |
Euro Inflation Adjusted | +6.29% |
+10.44%
Feb 1972 - Jan 1989 |
+3.13%
Apr 1986 - Mar 2003 |
0.00%
0 out of 427 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.31% |
+14.29%
Jan 1972 - Dec 1989 |
+5.79%
Mar 1985 - Feb 2003 |
0.00%
0 out of 415 |
Euro Inflation Adjusted | +6.24% |
+10.13%
Jan 1972 - Dec 1989 |
+3.57%
Mar 1985 - Feb 2003 |
0.00%
0 out of 415 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.23% |
+13.96%
Jan 1975 - Dec 1993 |
+6.09%
Mar 1990 - Feb 2009 |
0.00%
0 out of 403 |
Euro Inflation Adjusted | +6.16% |
+10.31%
Jan 1975 - Dec 1993 |
+3.66%
Mar 1990 - Feb 2009 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.15% |
+13.30%
Nov 1973 - Oct 1993 |
+5.81%
Apr 1989 - Mar 2009 |
0.00%
0 out of 391 |
Euro Inflation Adjusted | +6.05% |
+9.45%
Dec 1973 - Nov 1993 |
+3.36%
Apr 1989 - Mar 2009 |
0.00%
0 out of 391 |
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To obtain comprehensive information, please consult the Value Stock Geek Weird Portfolio To EUR Bond Hedged: ETF allocation and returns page.