Rebalancing: at every Jan 1st
Currency: EUR
When holding the Bill Schultheis Coffeehouse To EUR Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~55 years), the longest duration with a negative return was 114 months (from May 2000 to October 2009).
This indicates that, within the same timeframe, any rolling period of 115 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.
Bill Schultheis Coffeehouse 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 Aug 31, 2024, the annualized return of the previous 10 years has been 7.76%.
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 |
---|---|---|---|
-27.46%
Apr 2002 - Mar 2003 |
+8.89% |
+67.31%
Jun 1982 - May 1983 |
25.58%
165 out of 645 |
-29.66%
Nov 1989 - Oct 1990 |
+6.20% |
+62.20%
Aug 1982 - Jul 1983 |
30.70%
198 out of 645 |
-17.43%
Jan 1973 - Dec 1974 |
+9.53% |
+43.53%
Feb 1982 - Jan 1984 |
16.59%
105 out of 633 |
-22.70%
Jan 1973 - Dec 1974 |
+7.01% |
+38.87%
Feb 1982 - Jan 1984 |
23.38%
148 out of 633 |
-9.84%
Apr 2006 - Mar 2009 |
+8.95% |
+40.81%
Mar 1982 - Feb 1985 |
15.14%
94 out of 621 |
-15.23%
Jan 1972 - Dec 1974 |
+6.45% |
+36.61%
Mar 1982 - Feb 1985 |
20.45%
127 out of 621 |
-6.01%
Jan 1971 - Dec 1974 |
+9.42% |
+35.53%
Oct 1980 - Sep 1984 |
7.88%
48 out of 609 |
-11.62%
Jan 1971 - Dec 1974 |
+6.64% |
+30.48%
Feb 1981 - Jan 1985 |
19.05%
116 out of 609 |
-3.60%
Jan 1970 - Dec 1974 |
+8.98% |
+36.20%
Mar 1980 - Feb 1985 |
2.18%
13 out of 597 |
-8.96%
Jan 1970 - Dec 1974 |
+6.85% |
+30.82%
Mar 1980 - Feb 1985 |
15.41%
92 out of 597 |
-2.33%
Apr 2002 - Mar 2008 |
+8.80% |
+31.10%
Mar 1979 - Feb 1985 |
1.03%
6 out of 585 |
-4.54%
Apr 2002 - Mar 2008 |
+6.39% |
+25.57%
Mar 1979 - Feb 1985 |
12.14%
71 out of 585 |
-3.76%
Apr 2002 - Mar 2009 |
+9.00% |
+28.12%
Mar 1978 - Feb 1985 |
2.44%
14 out of 573 |
-5.71%
Apr 2002 - Mar 2009 |
+6.77% |
+22.98%
Mar 1978 - Feb 1985 |
8.73%
50 out of 573 |
-2.52%
Jun 2001 - May 2009 |
+9.24% |
+23.51%
Nov 1978 - Oct 1986 |
3.39%
19 out of 561 |
-4.47%
Jun 2001 - May 2009 |
+7.30% |
+19.36%
Nov 1978 - Oct 1986 |
8.02%
45 out of 561 |
-1.24%
Nov 2000 - Oct 2009 |
+9.43% |
+23.02%
Jan 1975 - Dec 1983 |
1.82%
10 out of 549 |
-3.23%
Nov 2000 - Oct 2009 |
+7.51% |
+17.80%
Jan 1975 - Dec 1983 |
6.74%
37 out of 549 |
+1.00%
Nov 2000 - Oct 2010 |
+9.64% |
+23.50%
Mar 1975 - Feb 1985 |
0.00%
0 out of 537 |
-1.03%
Nov 2000 - Oct 2010 |
+7.46% |
+18.61%
Mar 1975 - Feb 1985 |
3.54%
19 out of 537 |
+1.25%
Sep 2000 - Aug 2011 |
+9.77% |
+21.46%
Jan 1975 - Dec 1985 |
0.00%
0 out of 525 |
-0.81%
Sep 2000 - Aug 2011 |
+7.52% |
+16.85%
Jan 1975 - Dec 1985 |
0.95%
5 out of 525 |
+2.68%
Nov 2000 - Oct 2012 |
+9.96% |
+19.51%
Jan 1975 - Dec 1986 |
0.00%
0 out of 513 |
+0.51%
Nov 2000 - Oct 2012 |
+7.40% |
+15.45%
Jan 1975 - Dec 1986 |
0.00%
0 out of 513 |
+3.17%
Sep 2000 - Aug 2013 |
+9.92% |
+18.74%
Oct 1974 - Sep 1987 |
0.00%
0 out of 501 |
+1.08%
Sep 2000 - Aug 2013 |
+7.44% |
+14.81%
Oct 1974 - Sep 1987 |
0.00%
0 out of 501 |
+3.96%
May 2000 - Apr 2014 |
+9.96% |
+17.45%
Oct 1974 - Sep 1988 |
0.00%
0 out of 489 |
+1.90%
May 2000 - Apr 2014 |
+7.54% |
+13.80%
Jun 1975 - May 1989 |
0.00%
0 out of 489 |
+4.77%
Oct 2000 - Sep 2015 |
+9.98% |
+17.64%
Sep 1974 - Aug 1989 |
0.00%
0 out of 477 |
+2.91%
Oct 2000 - Sep 2015 |
+7.44% |
+13.92%
Sep 1974 - Aug 1989 |
0.00%
0 out of 477 |
+4.68%
Apr 2002 - Mar 2018 |
+9.41% |
+15.82%
Feb 1978 - Jan 1994 |
0.00%
0 out of 465 |
+2.99%
Apr 2002 - Mar 2018 |
+6.86% |
+12.30%
Feb 1978 - Jan 1994 |
0.00%
0 out of 465 |
+4.81%
Sep 2000 - Aug 2017 |
+9.08% |
+16.08%
Aug 1980 - Jul 1997 |
0.00%
0 out of 453 |
+3.05%
Sep 2000 - Aug 2017 |
+6.56% |
+12.95%
Aug 1980 - Jul 1997 |
0.00%
0 out of 453 |
+4.72%
Apr 2002 - Mar 2020 |
+8.69% |
+16.56%
Apr 1980 - Mar 1998 |
0.00%
0 out of 441 |
+3.05%
Nov 2000 - Oct 2018 |
+6.35% |
+13.46%
Apr 1980 - Mar 1998 |
0.00%
0 out of 441 |
+4.87%
Jun 2001 - May 2020 |
+8.70% |
+16.11%
Jan 1975 - Dec 1993 |
0.00%
0 out of 429 |
+3.24%
Jun 2001 - May 2020 |
+6.37% |
+12.78%
Jul 1980 - Jun 1999 |
0.00%
0 out of 429 |
+4.77%
Nov 2000 - Oct 2020 |
+8.93% |
+16.27%
Apr 1980 - Mar 2000 |
0.00%
0 out of 417 |
+3.13%
Nov 2000 - Oct 2020 |
+6.60% |
+13.32%
Apr 1980 - Mar 2000 |
0.00%
0 out of 417 |
Bill Schultheis Coffeehouse To EUR Portfolio: ETF allocation and returns