When holding the Developed World Stocks To EUR Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~54 years), the longest duration with a negative return was 162 months (from March 2000 to August 2013).
This indicates that, within the same timeframe, any rolling period of 163 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.
Developed World Stocks 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 Jun 30, 2025, the annualized return of the previous 10 years has been 10.14%.
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 |
---|---|---|---|
-38.06%
Jan 2008 - Dec 2008 |
+9.27% |
+55.81%
Aug 1996 - Jul 1997 |
26.62%
168 out of 631 |
-39.03%
Jan 2008 - Dec 2008 |
+6.90% |
+53.52%
Aug 1996 - Jul 1997 |
32.33%
204 out of 631 |
-27.87%
Oct 2000 - Sep 2002 |
+9.96% |
+35.18%
Oct 1998 - Sep 2000 |
17.45%
108 out of 619 |
-29.39%
Oct 2000 - Sep 2002 |
+7.02% |
+32.76%
Oct 1998 - Sep 2000 |
27.79%
172 out of 619 |
-22.22%
Apr 2000 - Mar 2003 |
+9.61% |
+28.91%
Apr 1995 - Mar 1998 |
15.16%
92 out of 607 |
-24.01%
Apr 2000 - Mar 2003 |
+6.37% |
+27.09%
Jan 1997 - Dec 1999 |
22.73%
138 out of 607 |
-13.02%
Sep 2000 - Aug 2004 |
+9.39% |
+27.36%
Sep 1996 - Aug 2000 |
14.79%
88 out of 595 |
-14.90%
Sep 2000 - Aug 2004 |
+6.40% |
+25.53%
Apr 1996 - Mar 2000 |
25.88%
154 out of 595 |
-9.23%
May 2000 - Apr 2005 |
+9.35% |
+26.81%
Apr 1995 - Mar 2000 |
13.38%
78 out of 583 |
-11.23%
May 2000 - Apr 2005 |
+6.12% |
+24.81%
Apr 1995 - Mar 2000 |
24.19%
141 out of 583 |
-4.74%
Sep 2000 - Aug 2006 |
+9.41% |
+21.51%
May 1980 - Apr 1986 |
8.41%
48 out of 571 |
-6.81%
Sep 2000 - Aug 2006 |
+6.42% |
+18.78%
Mar 2009 - Feb 2015 |
25.22%
144 out of 571 |
-6.27%
Mar 2002 - Feb 2009 |
+9.34% |
+18.99%
Jun 1979 - May 1986 |
6.44%
36 out of 559 |
-8.20%
Mar 2002 - Feb 2009 |
+6.08% |
+16.72%
Apr 1993 - Mar 2000 |
14.31%
80 out of 559 |
-7.00%
Mar 2001 - Feb 2009 |
+8.33% |
+19.08%
Sep 1992 - Aug 2000 |
5.30%
29 out of 547 |
-8.95%
Mar 2001 - Feb 2009 |
+5.65% |
+16.65%
Sep 1992 - Aug 2000 |
11.15%
61 out of 547 |
-7.93%
Apr 2000 - Mar 2009 |
+9.08% |
+16.09%
Jan 1991 - Dec 1999 |
5.05%
27 out of 535 |
-9.85%
Apr 2000 - Mar 2009 |
+6.25% |
+13.78%
Mar 2009 - Feb 2018 |
10.65%
57 out of 535 |
-3.69%
Apr 1999 - Mar 2009 |
+8.87% |
+15.13%
Aug 1979 - Jul 1989 |
6.50%
34 out of 523 |
-5.68%
Apr 1999 - Mar 2009 |
+6.25% |
+13.08%
Oct 2011 - Sep 2021 |
12.24%
64 out of 523 |
-3.45%
Sep 2000 - Aug 2011 |
+8.30% |
+14.21%
Jan 1975 - Dec 1985 |
7.05%
36 out of 511 |
-5.41%
Sep 2000 - Aug 2011 |
+5.87% |
+12.29%
Mar 2009 - Feb 2020 |
10.37%
53 out of 511 |
-1.66%
Jan 2000 - Dec 2011 |
+8.33% |
+14.41%
Apr 2009 - Mar 2021 |
3.81%
19 out of 499 |
-3.74%
May 2000 - Apr 2012 |
+5.99% |
+12.98%
Apr 2009 - Mar 2021 |
11.22%
56 out of 499 |
-0.64%
Jan 2000 - Dec 2012 |
+8.38% |
+14.64%
Apr 2009 - Mar 2022 |
1.44%
7 out of 487 |
-2.74%
Jan 2000 - Dec 2012 |
+6.14% |
+12.77%
Mar 2009 - Feb 2022 |
8.83%
43 out of 487 |
+0.37%
Apr 2000 - Mar 2014 |
+8.60% |
+13.28%
Mar 2009 - Feb 2023 |
0.00%
0 out of 475 |
-1.62%
Apr 2000 - Mar 2014 |
+6.03% |
+11.00%
Mar 2009 - Feb 2023 |
5.05%
24 out of 475 |
+1.31%
Mar 1994 - Feb 2009 |
+8.10% |
+13.86%
Apr 2009 - Mar 2024 |
0.00%
0 out of 463 |
-0.66%
Mar 1994 - Feb 2009 |
+5.84% |
+11.52%
Mar 2009 - Feb 2024 |
1.08%
5 out of 463 |
+1.70%
Apr 2000 - Mar 2016 |
+7.81% |
+14.20%
Mar 2009 - Feb 2025 |
0.00%
0 out of 451 |
-0.05%
Apr 2000 - Mar 2016 |
+5.51% |
+11.85%
Mar 2009 - Feb 2025 |
0.22%
1 out of 451 |
+2.42%
Sep 2000 - Aug 2017 |
+7.83% |
+13.14%
Jan 1983 - Dec 1999 |
0.00%
0 out of 439 |
+0.56%
Mar 1992 - Feb 2009 |
+5.02% |
+10.72%
Jan 1983 - Dec 1999 |
0.00%
0 out of 439 |
+2.58%
Apr 2000 - Mar 2018 |
+7.34% |
+13.82%
Apr 1982 - Mar 2000 |
0.00%
0 out of 427 |
+0.67%
Apr 1991 - Mar 2009 |
+4.53% |
+11.27%
Apr 1982 - Mar 2000 |
0.00%
0 out of 427 |
+2.70%
Mar 1990 - Feb 2009 |
+6.98% |
+13.00%
Apr 1981 - Mar 2000 |
0.00%
0 out of 415 |
+0.34%
Mar 1990 - Feb 2009 |
+4.55% |
+10.39%
Nov 1981 - Oct 2000 |
0.00%
0 out of 415 |
+2.62%
Apr 2000 - Mar 2020 |
+6.84% |
+13.95%
Apr 1980 - Mar 2000 |
0.00%
0 out of 403 |
+0.58%
Mar 1989 - Feb 2009 |
+4.56% |
+11.05%
Apr 1980 - Mar 2000 |
0.00%
0 out of 403 |
Developed World Stocks To EUR Portfolio: ETF allocation and returns