Rebalancing: at every Jan 1st
Currency: EUR
When holding the Aim Ways Aim comfortable trip To EUR Bond Hedged Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~40 years), the longest duration with a negative return was 56 months (from September 2000 to April 2005).
This indicates that, within the same timeframe, any rolling period of 57 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.
Aim Ways Aim comfortable trip To EUR Bond Hedged 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 Aug 31, 2024, the annualized return of the previous 10 years has been 6.60%.
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 |
---|---|---|---|
-14.75%
Nov 1989 - Oct 1990 |
+6.85% |
+35.09%
Aug 1996 - Jul 1997 |
18.71%
87 out of 465 |
-18.45%
Nov 1989 - Oct 1990 |
+5.05% |
+33.11%
Aug 1996 - Jul 1997 |
24.95%
116 out of 465 |
-6.31%
Oct 2000 - Sep 2002 |
+7.22% |
+24.98%
Sep 1998 - Aug 2000 |
8.61%
39 out of 453 |
-8.29%
Oct 2000 - Sep 2002 |
+5.18% |
+23.04%
Sep 1998 - Aug 2000 |
19.65%
89 out of 453 |
-3.66%
Apr 2000 - Mar 2003 |
+7.17% |
+20.13%
Apr 1995 - Mar 1998 |
4.54%
20 out of 441 |
-5.88%
Apr 2000 - Mar 2003 |
+5.12% |
+18.11%
Apr 1995 - Mar 1998 |
13.15%
58 out of 441 |
-0.76%
Sep 2000 - Aug 2004 |
+7.14% |
+19.16%
Sep 1996 - Aug 2000 |
0.70%
3 out of 429 |
-2.91%
Sep 2000 - Aug 2004 |
+4.98% |
+17.40%
Sep 1996 - Aug 2000 |
4.66%
20 out of 429 |
+0.86%
May 2000 - Apr 2005 |
+6.81% |
+18.49%
Apr 1995 - Mar 2000 |
0.00%
0 out of 417 |
-1.37%
May 2000 - Apr 2005 |
+4.90% |
+16.62%
Apr 1995 - Mar 2000 |
1.68%
7 out of 417 |
+2.26%
Sep 2000 - Aug 2006 |
+6.85% |
+15.96%
Nov 1994 - Oct 2000 |
0.00%
0 out of 405 |
+0.04%
Sep 2000 - Aug 2006 |
+4.83% |
+13.95%
Nov 1994 - Oct 2000 |
0.00%
0 out of 405 |
+1.74%
Apr 2002 - Mar 2009 |
+7.04% |
+14.03%
Oct 1990 - Sep 1997 |
0.00%
0 out of 393 |
-0.32%
Apr 2002 - Mar 2009 |
+5.16% |
+11.81%
May 1993 - Apr 2000 |
0.51%
2 out of 393 |
+1.64%
Nov 2000 - Oct 2008 |
+7.24% |
+15.62%
Sep 1992 - Aug 2000 |
0.00%
0 out of 381 |
-0.68%
Nov 2000 - Oct 2008 |
+5.36% |
+13.26%
Sep 1992 - Aug 2000 |
0.79%
3 out of 381 |
+1.78%
Apr 2000 - Mar 2009 |
+7.19% |
+14.60%
Jan 1991 - Dec 1999 |
0.00%
0 out of 369 |
-0.35%
Apr 2000 - Mar 2009 |
+5.49% |
+11.87%
Jan 1991 - Dec 1999 |
0.54%
2 out of 369 |
+3.67%
Sep 2000 - Aug 2010 |
+7.36% |
+14.62%
Nov 1990 - Oct 2000 |
0.00%
0 out of 357 |
+1.61%
Sep 2000 - Aug 2010 |
+5.62% |
+11.95%
Nov 1990 - Oct 2000 |
0.00%
0 out of 357 |
+3.77%
Sep 2000 - Aug 2011 |
+7.37% |
+12.46%
Feb 1991 - Jan 2002 |
0.00%
0 out of 345 |
+1.67%
Sep 2000 - Aug 2011 |
+5.63% |
+9.87%
Feb 1991 - Jan 2002 |
0.00%
0 out of 345 |
+4.66%
Nov 2000 - Oct 2012 |
+7.48% |
+12.07%
Jan 1988 - Dec 1999 |
0.00%
0 out of 333 |
+2.44%
Nov 2000 - Oct 2012 |
+5.69% |
+9.26%
Jan 1988 - Dec 1999 |
0.00%
0 out of 333 |
+4.43%
Sep 2000 - Aug 2013 |
+7.26% |
+11.81%
Nov 1987 - Oct 2000 |
0.00%
0 out of 321 |
+2.32%
Sep 2000 - Aug 2013 |
+5.49% |
+9.05%
Nov 1987 - Oct 2000 |
0.00%
0 out of 321 |
+4.83%
May 2000 - Apr 2014 |
+7.38% |
+10.73%
Jan 1988 - Dec 2001 |
0.00%
0 out of 309 |
+2.74%
May 2000 - Apr 2014 |
+5.41% |
+8.16%
Sep 1986 - Aug 2000 |
0.00%
0 out of 309 |
+5.11%
Sep 2000 - Aug 2015 |
+7.20% |
+10.37%
Nov 1985 - Oct 2000 |
0.00%
0 out of 297 |
+3.23%
Sep 2000 - Aug 2015 |
+5.34% |
+8.00%
Nov 1985 - Oct 2000 |
0.00%
0 out of 297 |
+5.29%
Sep 2000 - Aug 2016 |
+7.17% |
+10.05%
Nov 1990 - Oct 2006 |
0.00%
0 out of 285 |
+3.49%
Apr 2000 - Mar 2016 |
+5.35% |
+7.57%
Nov 1990 - Oct 2006 |
0.00%
0 out of 285 |
+5.11%
Sep 2000 - Aug 2017 |
+7.46% |
+9.77%
Nov 1990 - Oct 2007 |
0.00%
0 out of 273 |
+3.34%
Sep 2000 - Aug 2017 |
+5.39% |
+7.28%
Nov 1990 - Oct 2007 |
0.00%
0 out of 273 |
+5.09%
Nov 2000 - Oct 2018 |
+7.56% |
+9.31%
Dec 1987 - Nov 2005 |
0.00%
0 out of 261 |
+3.30%
Nov 2000 - Oct 2018 |
+5.45% |
+6.70%
Dec 1987 - Nov 2005 |
0.00%
0 out of 261 |
+5.20%
Jan 2000 - Dec 2018 |
+7.67% |
+9.08%
Dec 1987 - Nov 2006 |
0.00%
0 out of 249 |
+3.40%
Jan 2000 - Dec 2018 |
+5.42% |
+6.50%
Dec 1987 - Nov 2006 |
0.00%
0 out of 249 |
+5.10%
Apr 2000 - Mar 2020 |
+7.56% |
+9.22%
Nov 1990 - Oct 2010 |
0.00%
0 out of 237 |
+3.39%
Apr 2000 - Mar 2020 |
+5.36% |
+6.97%
Apr 1995 - Mar 2015 |
0.00%
0 out of 237 |
Aim Ways Aim comfortable trip To EUR Bond Hedged Portfolio: ETF allocation and returns