DFA One-Year Fixed-Income I (DFIHX): Rolling Returns

Data Source: from January 1871 to February 2024 (~153 years)
Consolidated Returns as of 29 February 2024

Holding the DFA One-Year Fixed-Income I (DFIHX) Fund, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~153 years), the longest period with a negative return lasted 42 months (from May 2019 to October 2022).

This means that every rolling period of 43 months or above has always granted a positive return.

To obtain comprehensive information, please consult the DFA One-Year Fixed-Income I (DFIHX) Fund: Historical 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

DFA ONE-YEAR FIXED-INCOME I (DFIHX) FUND
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 1.16% (updated at Feb 29, 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.

DFA ONE-YEAR FIXED-INCOME I (DFIHX) FUND
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1871 - 29 February 2024 (~153 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 -2.16 10/2021
09/2022
0.97$ 0.43 1.00$ 2.20 1.02$ 5.73 1.05$ 7.98 01/1995
12/1995
1.07$ 5.49 4.58%
2Y -1.07 10/2020
09/2022
0.97$ 0.53 1.01$ 1.96 1.03$ 5.74 1.11$ 6.88 01/1995
12/1996
1.14$ 2.64 4.45%
3Y -0.42 11/2019
10/2022
0.98$ 0.53 1.01$ 1.94 1.05$ 5.59 1.17$ 6.58 01/1995
12/1997
1.21$ 1.50 2.15%
4Y 0.40 11/2018
10/2022
1.01$ 0.57 1.02$ 2.23 1.09$ 5.52 1.23$ 6.36 01/1995
12/1998
1.27$ 1.20 0.00%
5Y 0.47 06/2011
05/2016
1.02$ 0.64 1.03$ 2.66 1.14$ 5.33 1.29$ 6.01 01/1995
12/1999
1.33$ 1.43 0.00%
6Y 0.53 11/2010
10/2016
1.03$ 0.70 1.04$ 2.84 1.18$ 4.92 1.33$ 6.13 01/1995
12/2000
1.42$ 1.57 0.00%
7Y 0.57 05/2011
04/2018
1.04$ 0.77 1.05$ 2.73 1.20$ 4.42 1.35$ 6.10 12/1994
11/2001
1.51$ 1.45 0.00%
8Y 0.60 10/2014
09/2022
1.04$ 0.82 1.06$ 2.59 1.22$ 4.15 1.38$ 5.80 01/1995
12/2002
1.57$ 1.36 0.00%
9Y 0.56 10/2013
09/2022
1.05$ 0.86 1.08$ 2.37 1.23$ 4.10 1.43$ 5.49 06/1994
05/2003
1.61$ 1.25 0.00%
10Y 0.55 10/2012
09/2022
1.05$ 0.92 1.09$ 2.20 1.24$ 4.21 1.51$ 5.07 04/1994
03/2004
1.63$ 1.16 0.00%
11Y 0.57 10/2011
09/2022
1.06$ 0.91 1.10$ 2.07 1.25$ 4.29 1.58$ 4.70 06/1994
05/2005
1.65$ 1.09 0.00%
12Y 0.57 11/2010
10/2022
1.07$ 0.99 1.12$ 1.97 1.26$ 4.21 1.64$ 4.65 01/1995
12/2006
1.72$ 1.06 0.00%
13Y 0.62 11/2009
10/2022
1.08$ 1.11 1.15$ 1.94 1.28$ 4.22 1.71$ 4.69 01/1995
12/2007
1.81$ 1.04 0.00%
14Y 0.77 01/2009
12/2022
1.11$ 1.21 1.18$ 2.00 1.31$ 4.06 1.74$ 4.64 01/1995
12/2008
1.88$ 1.02 0.00%
15Y 0.97 03/2008
02/2023
1.15$ 1.41 1.23$ 2.04 1.35$ 3.91 1.77$ 4.54 06/1994
05/2009
1.94$ 1.11 0.00%
16Y 1.22 08/2007
07/2023
1.21$ 1.54 1.27$ 2.10 1.39$ 3.73 1.79$ 4.35 05/1994
04/2010
1.97$ 1.25 0.00%
17Y 1.43 11/2005
10/2022
1.27$ 1.57 1.30$ 2.23 1.45$ 3.58 1.81$ 4.16 05/1994
04/2011
1.99$ 1.47 0.00%
18Y 1.45 11/2004
10/2022
1.29$ 1.61 1.33$ 2.29 1.50$ 3.43 1.83$ 3.96 05/1994
04/2012
2.01$ 1.66 0.00%
19Y 1.43 10/2003
09/2022
1.31$ 1.59 1.34$ 2.36 1.55$ 3.32 1.85$ 3.78 05/1994
04/2013
2.02$ 1.72 0.00%
20Y 1.46 11/2002
10/2022
1.33$ 1.61 1.37$ 2.42 1.61$ 3.21 1.88$ 3.61 05/1994
04/2014
2.03$ 1.67 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 -9.75 07/2021
06/2022
0.90$ -1.84 0.98$ 0.02 1.00$ 3.56 1.03$ 5.90 10/2008
09/2009
1.05$ 2.70 49.86%
2Y -7.50 11/2020
10/2022
0.85$ -1.62 0.96$ -0.08 0.99$ 3.15 1.06$ 4.26 04/1997
03/1999
1.08$ -1.61 51.63%
3Y -5.39 06/2020
05/2023
0.84$ -1.34 0.96$ -0.23 0.99$ 2.98 1.09$ 3.95 01/1995
12/1997
1.12$ -3.81 54.15%
4Y -3.84 03/2019
02/2023
0.85$ -1.20 0.95$ -0.19 0.99$ 3.06 1.12$ 3.97 01/1995
12/1998
1.16$ -3.20 53.35%
5Y -3.16 11/2017
10/2022
0.85$ -1.16 0.94$ -0.03 0.99$ 2.92 1.15$ 3.55 01/1995
12/1999
1.19$ -2.56 52.16%
6Y -2.83 11/2016
10/2022
0.84$ -1.03 0.93$ 0.13 1.00$ 2.53 1.16$ 3.49 01/1995
12/2000
1.22$ -2.02 46.71%
7Y -2.60 03/2016
02/2023
0.83$ -1.02 0.93$ 0.33 1.02$ 1.99 1.14$ 3.57 01/1995
12/2001
1.27$ -1.95 44.77%
8Y -2.33 03/2015
02/2023
0.82$ -1.05 0.91$ 0.13 1.01$ 1.71 1.14$ 3.30 01/1995
12/2002
1.29$ -1.95 43.02%
9Y -2.11 11/2013
10/2022
0.82$ -1.00 0.91$ 0.04 1.00$ 1.50 1.14$ 3.00 06/1994
05/2003
1.30$ -1.79 45.45%
10Y -1.96 12/2012
11/2022
0.82$ -0.88 0.91$ 0.03 1.00$ 1.63 1.17$ 2.57 04/1994
03/2004
1.28$ -1.58 48.96%
11Y -1.89 11/2011
10/2022
0.81$ -1.03 0.89$ -0.03 0.99$ 1.63 1.19$ 2.15 07/1994
06/2005
1.26$ -1.49 52.40%
12Y -1.97 11/2010
10/2022
0.78$ -1.02 0.88$ -0.10 0.98$ 1.66 1.21$ 2.06 12/1994
11/2006
1.27$ -1.48 56.22%
13Y -1.82 11/2009
10/2022
0.78$ -0.60 0.92$ -0.10 0.98$ 1.62 1.23$ 1.98 09/1994
08/2007
1.29$ -1.52 55.61%
14Y -1.69 06/2009
05/2023
0.78$ -0.78 0.89$ -0.04 0.99$ 1.66 1.25$ 2.11 01/1995
12/2008
1.34$ -1.50 51.81%
15Y -1.47 01/2009
12/2023
0.80$ -0.76 0.89$ -0.01 0.99$ 1.43 1.23$ 2.01 06/1994
05/2009
1.34$ -1.39 50.28%
16Y -1.21 03/2007
02/2023
0.82$ -0.69 0.89$ 0.03 1.00$ 1.26 1.22$ 1.86 07/1994
06/2010
1.34$ -1.10 47.93%
17Y -1.03 12/2006
11/2023
0.83$ -0.78 0.87$ 0.14 1.02$ 1.15 1.21$ 1.63 03/1994
02/2011
1.31$ -0.99 47.13%
18Y -1.03 11/2004
10/2022
0.83$ -0.81 0.86$ 0.14 1.02$ 1.04 1.20$ 1.45 07/1994
06/2012
1.29$ -0.79 42.76%
19Y -1.07 11/2003
10/2022
0.81$ -0.84 0.85$ 0.18 1.03$ 0.99 1.20$ 1.33 05/1994
04/2013
1.28$ -0.80 34.59%
20Y -1.03 11/2002
10/2022
0.81$ -0.92 0.83$ 0.23 1.04$ 0.96 1.20$ 1.18 02/1995
01/2015
1.26$ -0.87 32.23%
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 -3.16 06/1939
05/1940
0.96$ 0.93 1.00$ 4.22 1.04$ 7.32 1.07$ 22.25 10/1981
09/1982
1.22$ 5.49 4.49%
2Y -1.07 10/2020
09/2022
0.97$ 1.17 1.02$ 4.17 1.08$ 6.80 1.14$ 17.43 12/1980
11/1982
1.37$ 2.64 1.05%
3Y -0.42 11/2019
10/2022
0.98$ 1.24 1.03$ 4.31 1.13$ 6.59 1.21$ 15.96 03/1980
02/1983
1.55$ 1.50 0.39%
4Y 0.40 11/2018
10/2022
1.01$ 1.24 1.05$ 4.39 1.18$ 6.29 1.27$ 13.89 03/1980
02/1984
1.68$ 1.20 0.00%
5Y 0.37 06/1935
05/1940
1.01$ 1.27 1.06$ 4.34 1.23$ 6.28 1.35$ 13.24 03/1980
02/1985
1.86$ 1.43 0.00%
6Y 0.50 06/1934
05/1940
1.03$ 1.24 1.07$ 4.37 1.29$ 6.25 1.43$ 12.86 04/1980
03/1986
2.06$ 1.57 0.00%
7Y 0.57 05/2011
04/2018
1.04$ 1.29 1.09$ 4.36 1.34$ 6.25 1.52$ 12.23 03/1980
02/1987
2.24$ 1.45 0.00%
8Y 0.60 10/2014
09/2022
1.04$ 1.33 1.11$ 4.38 1.40$ 6.24 1.62$ 11.61 03/1980
02/1988
2.40$ 1.36 0.00%
9Y 0.56 10/2013
09/2022
1.05$ 1.41 1.13$ 4.42 1.47$ 6.23 1.72$ 11.04 03/1980
02/1989
2.56$ 1.25 0.00%
10Y 0.55 10/2012
09/2022
1.05$ 1.49 1.15$ 4.41 1.54$ 6.20 1.82$ 10.92 03/1980
02/1990
2.81$ 1.16 0.00%
11Y 0.57 10/2011
09/2022
1.06$ 1.54 1.18$ 4.45 1.61$ 6.19 1.93$ 10.74 03/1980
02/1991
3.07$ 1.09 0.00%
12Y 0.57 11/2010
10/2022
1.07$ 1.69 1.22$ 4.46 1.68$ 6.30 2.08$ 10.52 03/1980
02/1992
3.31$ 1.06 0.00%
13Y 0.62 11/2009
10/2022
1.08$ 1.76 1.25$ 4.46 1.76$ 6.36 2.22$ 10.13 03/1980
02/1993
3.50$ 1.04 0.00%
14Y 0.77 01/2009
12/2022
1.11$ 1.78 1.27$ 4.45 1.84$ 6.41 2.38$ 9.77 11/1978
10/1992
3.68$ 1.02 0.00%
15Y 0.89 06/1938
05/1953
1.14$ 1.82 1.31$ 4.46 1.92$ 6.37 2.52$ 9.43 08/1976
07/1991
3.86$ 1.11 0.00%
16Y 0.88 06/1935
05/1951
1.15$ 1.85 1.34$ 4.42 1.99$ 6.35 2.67$ 9.37 10/1975
09/1991
4.19$ 1.25 0.00%
17Y 0.90 06/1934
05/1951
1.16$ 1.97 1.39$ 4.42 2.08$ 6.55 2.94$ 9.30 09/1974
08/1991
4.53$ 1.47 0.00%
18Y 0.88 07/1935
06/1953
1.17$ 2.00 1.42$ 4.42 2.17$ 6.68 3.20$ 9.20 09/1974
08/1992
4.87$ 1.66 0.00%
19Y 0.88 07/1934
06/1953
1.18$ 2.03 1.46$ 4.41 2.26$ 6.84 3.51$ 9.02 08/1973
07/1992
5.16$ 1.72 0.00%
20Y 0.96 07/1933
06/1953
1.21$ 2.07 1.50$ 4.42 2.37$ 6.84 3.75$ 8.79 08/1973
07/1993
5.39$ 1.67 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 -17.74 07/1919
06/1920
0.82$ -3.28 0.96$ 1.61 1.01$ 8.37 1.08$ 30.51 06/1877
05/1878
1.30$ 2.70 37.38%
2Y -13.74 07/1918
06/1920
0.74$ -2.34 0.95$ 1.88 1.03$ 7.16 1.14$ 22.07 07/1920
06/1922
1.49$ -1.61 33.44%
3Y -11.90 02/1917
01/1920
0.68$ -1.97 0.94$ 1.92 1.05$ 6.96 1.22$ 16.52 08/1873
07/1876
1.58$ -3.81 31.50%
4Y -12.58 06/1916
05/1920
0.58$ -1.57 0.93$ 1.79 1.07$ 6.95 1.30$ 15.63 06/1874
05/1878
1.78$ -3.20 30.76%
5Y -10.61 07/1915
06/1920
0.57$ -1.31 0.93$ 1.78 1.09$ 6.97 1.40$ 16.03 06/1873
05/1878
2.10$ -2.56 30.07%
6Y -8.44 07/1914
06/1920
0.58$ -1.45 0.91$ 1.74 1.10$ 6.60 1.46$ 15.47 01/1873
12/1878
2.36$ -2.02 28.86%
7Y -6.74 06/1913
05/1920
0.61$ -1.58 0.89$ 1.81 1.13$ 6.56 1.56$ 14.21 05/1872
04/1879
2.53$ -1.95 27.64%
8Y -5.68 11/1940
10/1948
0.62$ -1.47 0.88$ 1.66 1.14$ 6.42 1.64$ 12.45 04/1871
03/1879
2.55$ -1.95 27.19%
9Y -5.61 07/1911
06/1920
0.59$ -1.24 0.89$ 1.72 1.16$ 6.18 1.71$ 10.23 06/1872
05/1881
2.40$ -1.79 29.23%
10Y -4.96 05/1941
04/1951
0.60$ -1.20 0.88$ 1.73 1.18$ 6.12 1.81$ 9.43 04/1871
03/1881
2.46$ -1.58 28.21%
11Y -4.62 12/1940
11/1951
0.59$ -1.00 0.89$ 1.64 1.19$ 5.76 1.85$ 9.58 05/1873
04/1884
2.73$ -1.49 27.42%
12Y -4.42 06/1939
05/1951
0.58$ -0.86 0.90$ 1.70 1.22$ 5.40 1.87$ 10.17 04/1873
03/1885
3.19$ -1.48 25.60%
13Y -4.02 08/1939
07/1952
0.58$ -0.72 0.91$ 1.69 1.24$ 5.15 1.91$ 10.14 10/1872
09/1885
3.50$ -1.52 24.30%
14Y -3.87 07/1939
06/1953
0.57$ -0.51 0.93$ 1.71 1.26$ 4.78 1.92$ 9.92 06/1872
05/1886
3.75$ -1.50 23.46%
15Y -3.33 07/1938
06/1953
0.60$ -0.49 0.92$ 1.64 1.27$ 4.60 1.96$ 9.33 04/1871
03/1886
3.81$ -1.39 21.46%
16Y -3.05 07/1935
06/1951
0.60$ -0.45 0.93$ 1.66 1.30$ 4.58 2.04$ 9.15 04/1873
03/1889
4.05$ -1.10 20.22%
17Y -3.00 06/1934
05/1951
0.59$ -0.35 0.94$ 1.71 1.33$ 4.43 2.08$ 9.02 06/1872
05/1889
4.34$ -0.99 20.18%
18Y -2.96 06/1933
05/1951
0.58$ -0.33 0.94$ 1.66 1.34$ 4.26 2.12$ 8.64 05/1872
04/1890
4.44$ -0.79 18.67%
19Y -2.73 06/1934
05/1953
0.59$ -0.29 0.94$ 1.62 1.35$ 4.18 2.17$ 8.93 04/1873
03/1892
5.07$ -0.80 17.50%
20Y -2.73 07/1933
06/1953
0.57$ -0.19 0.96$ 1.65 1.38$ 4.16 2.26$ 8.84 05/1872
04/1892
5.43$ -0.87 17.26%
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 +4.22% +22.25%
Oct 1981 - Sep 1982
-3.16%
Jun 1939 - May 1940
4.49%
82 out of 1827
US Inflation Adjusted +1.61% +30.51%
Jun 1877 - May 1878
-17.74%
Jul 1919 - Jun 1920
37.38%
683 out of 1827
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 +4.17% +17.43%
Dec 1980 - Nov 1982
-1.07%
Oct 2020 - Sep 2022
1.05%
19 out of 1815
US Inflation Adjusted +1.88% +22.07%
Jul 1920 - Jun 1922
-13.74%
Jul 1918 - Jun 1920
33.44%
607 out of 1815
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 +4.31% +15.96%
Mar 1980 - Feb 1983
-0.42%
Nov 2019 - Oct 2022
0.39%
7 out of 1803
US Inflation Adjusted +1.92% +16.52%
Aug 1873 - Jul 1876
-11.90%
Feb 1917 - Jan 1920
31.50%
568 out of 1803
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 +4.39% +13.89%
Mar 1980 - Feb 1984
+0.40%
Nov 2018 - Oct 2022
0.00%
0 out of 1791
US Inflation Adjusted +1.79% +15.63%
Jun 1874 - May 1878
-12.58%
Jun 1916 - May 1920
30.76%
551 out of 1791
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 +4.34% +13.24%
Mar 1980 - Feb 1985
+0.37%
Jun 1935 - May 1940
0.00%
0 out of 1779
US Inflation Adjusted +1.78% +16.03%
Jun 1873 - May 1878
-10.61%
Jul 1915 - Jun 1920
30.07%
535 out of 1779
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 +4.37% +12.86%
Apr 1980 - Mar 1986
+0.50%
Jun 1934 - May 1940
0.00%
0 out of 1767
US Inflation Adjusted +1.74% +15.47%
Jan 1873 - Dec 1878
-8.44%
Jul 1914 - Jun 1920
28.86%
510 out of 1767
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 +4.36% +12.23%
Mar 1980 - Feb 1987
+0.57%
May 2011 - Apr 2018
0.00%
0 out of 1755
US Inflation Adjusted +1.81% +14.21%
May 1872 - Apr 1879
-6.74%
Jun 1913 - May 1920
27.64%
485 out of 1755
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 +4.38% +11.61%
Mar 1980 - Feb 1988
+0.60%
Oct 2014 - Sep 2022
0.00%
0 out of 1743
US Inflation Adjusted +1.66% +12.45%
Apr 1871 - Mar 1879
-5.68%
Nov 1940 - Oct 1948
27.19%
474 out of 1743
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 +4.42% +11.04%
Mar 1980 - Feb 1989
+0.56%
Oct 2013 - Sep 2022
0.00%
0 out of 1731
US Inflation Adjusted +1.72% +10.23%
Jun 1872 - May 1881
-5.61%
Jul 1911 - Jun 1920
29.23%
506 out of 1731
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 +4.41% +10.92%
Mar 1980 - Feb 1990
+0.55%
Oct 2012 - Sep 2022
0.00%
0 out of 1719
US Inflation Adjusted +1.73% +9.43%
Apr 1871 - Mar 1881
-4.96%
May 1941 - Apr 1951
28.21%
485 out of 1719
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 +4.45% +10.74%
Mar 1980 - Feb 1991
+0.57%
Oct 2011 - Sep 2022
0.00%
0 out of 1707
US Inflation Adjusted +1.64% +9.58%
May 1873 - Apr 1884
-4.62%
Dec 1940 - Nov 1951
27.42%
468 out of 1707
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution