Consolidated Returns as of 30 June 2024
Holding the Value Stock Geek Weird Portfolio To EUR, 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 90 months (from March 1985 to August 1992).
This means that every rolling period of 91 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Value Stock Geek Weird Portfolio To EUR: 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 7.09% (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 | +9.40% |
+64.63%
Aug 1982 - Jul 1983 |
-22.68%
Apr 2002 - Mar 2003 |
25.53%
158 out of 619 |
Euro Inflation Adjusted | +6.85% |
+60.05%
Aug 1982 - Jul 1983 |
-25.16%
Nov 1989 - Oct 1990 |
31.18%
193 out of 619 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.77% |
+43.31%
Dec 1978 - Nov 1980 |
-12.55%
Apr 2007 - Mar 2009 |
14.83%
90 out of 607 |
Euro Inflation Adjusted | +7.10% |
+36.22%
Dec 1978 - Nov 1980 |
-14.33%
Apr 2007 - Mar 2009 |
22.57%
137 out of 607 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.38% |
+33.51%
Jul 1982 - Jun 1985 |
-7.08%
Apr 2006 - Mar 2009 |
9.58%
57 out of 595 |
Euro Inflation Adjusted | +7.14% |
+30.28%
Jul 1982 - Jun 1985 |
-9.46%
Sep 1989 - Aug 1992 |
18.66%
111 out of 595 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.86% |
+30.70%
Dec 1978 - Nov 1982 |
-3.21%
Nov 1986 - Oct 1990 |
2.23%
13 out of 583 |
Euro Inflation Adjusted | +6.43% |
+24.38%
Aug 1979 - Jul 1983 |
-5.54%
Nov 1986 - Oct 1990 |
9.26%
54 out of 583 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.24% |
+31.06%
Dec 1978 - Nov 1983 |
-1.15%
Nov 1985 - Oct 1990 |
1.58%
9 out of 571 |
Euro Inflation Adjusted | +5.95% |
+24.84%
Dec 1978 - Nov 1983 |
-3.88%
Sep 1987 - Aug 1992 |
5.78%
33 out of 571 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.53% |
+29.08%
Dec 1978 - Nov 1984 |
-0.74%
Feb 1985 - Jan 1991 |
0.54%
3 out of 559 |
Euro Inflation Adjusted | +6.02% |
+23.53%
Dec 1978 - Nov 1984 |
-2.53%
Sep 1986 - Aug 1992 |
4.29%
24 out of 559 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.58% |
+26.90%
Mar 1978 - Feb 1985 |
+0.00%
Apr 2002 - Mar 2009 |
0.00%
0 out of 547 |
Euro Inflation Adjusted | +6.65% |
+21.81%
Mar 1978 - Feb 1985 |
-2.03%
Apr 2002 - Mar 2009 |
3.11%
17 out of 547 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.73% |
+23.79%
Mar 1977 - Feb 1985 |
+1.07%
Jul 2001 - Jun 2009 |
0.00%
0 out of 535 |
Euro Inflation Adjusted | +6.72% |
+19.01%
Mar 1977 - Feb 1985 |
-0.98%
Apr 2001 - Mar 2009 |
1.68%
9 out of 535 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.47% |
+22.77%
Jan 1975 - Dec 1983 |
+1.97%
Apr 2000 - Mar 2009 |
0.00%
0 out of 523 |
Euro Inflation Adjusted | +6.58% |
+17.76%
Jun 1976 - May 1985 |
-0.42%
Apr 1986 - Mar 1995 |
0.38%
2 out of 523 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.60% |
+22.72%
Mar 1975 - Feb 1985 |
+2.54%
Mar 1985 - Feb 1995 |
0.00%
0 out of 511 |
Euro Inflation Adjusted | +6.72% |
+17.86%
Mar 1975 - Feb 1985 |
+0.17%
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 | +8.52% |
+20.90%
Sep 1974 - Aug 1985 |
+2.97%
Apr 1998 - Mar 2009 |
0.00%
0 out of 499 |
Euro Inflation Adjusted | +6.49% |
+16.19%
Sep 1974 - Aug 1985 |
+0.94%
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 | +8.49% |
+19.70%
Sep 1973 - Aug 1985 |
+4.32%
Aug 1997 - Jul 2009 |
0.00%
0 out of 487 |
Euro Inflation Adjusted | +6.22% |
+15.21%
Nov 1974 - Oct 1986 |
+2.37%
Aug 1997 - Jul 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 | +8.32% |
+19.44%
Mar 1972 - Feb 1985 |
+5.50%
Sep 1985 - Aug 1998 |
0.00%
0 out of 475 |
Euro Inflation Adjusted | +6.13% |
+14.37%
Oct 1974 - Sep 1987 |
+3.15%
Sep 1985 - Aug 1998 |
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 | +8.24% |
+17.93%
Jan 1972 - Dec 1985 |
+5.41%
Mar 1985 - Feb 1999 |
0.00%
0 out of 463 |
Euro Inflation Adjusted | +6.11% |
+13.25%
Oct 1973 - Sep 1987 |
+3.18%
Jun 1989 - May 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 | +8.22% |
+16.79%
Jan 1972 - Dec 1986 |
+4.98%
Mar 1994 - Feb 2009 |
0.00%
0 out of 451 |
Euro Inflation Adjusted | +6.10% |
+12.81%
Sep 1974 - Aug 1989 |
+2.93%
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 | +8.22% |
+15.89%
Sep 1973 - Aug 1989 |
+5.52%
Aug 1993 - Jul 2009 |
0.00%
0 out of 439 |
Euro Inflation Adjusted | +6.16% |
+11.98%
Sep 1973 - Aug 1989 |
+3.19%
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 | +8.33% |
+15.20%
Feb 1972 - Jan 1989 |
+5.14%
Apr 1986 - Mar 2003 |
0.00%
0 out of 427 |
Euro Inflation Adjusted | +6.27% |
+10.99%
Feb 1972 - Jan 1989 |
+2.80%
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 | +8.30% |
+14.73%
Jan 1972 - Dec 1989 |
+5.09%
Mar 1985 - Feb 2003 |
0.00%
0 out of 415 |
Euro Inflation Adjusted | +6.25% |
+10.56%
Jan 1972 - Dec 1989 |
+2.88%
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 | +8.16% |
+14.45%
Jan 1975 - Dec 1993 |
+5.48%
Jun 1985 - May 2004 |
0.00%
0 out of 403 |
Euro Inflation Adjusted | +6.16% |
+10.78%
Jan 1975 - Dec 1993 |
+3.24%
Jun 1985 - May 2004 |
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 | +8.09% |
+13.81%
Nov 1973 - Oct 1993 |
+5.45%
Jul 1989 - Jun 2009 |
0.00%
0 out of 391 |
Euro Inflation Adjusted | +6.07% |
+9.93%
Nov 1973 - Oct 1993 |
+3.01%
Jul 1989 - Jun 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: ETF allocation and returns page.