Rebalancing: at every Jan 1st
Currency: EUR
When holding the Dedalo Invest Dedalo Three Euro Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~53 years), the longest duration with a negative return was 149 months (from January 2000 to May 2012).
This indicates that, within the same timeframe, any rolling period of 150 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.
Dedalo Invest Dedalo Three Euro 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 9.74%.
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 |
---|---|---|---|
-41.12%
Mar 2008 - Feb 2009 |
+11.80% |
+56.84%
Aug 1982 - Jul 1983 |
24.68%
153 out of 620 |
-41.81%
Mar 2008 - Feb 2009 |
+8.83% |
+52.49%
Aug 1982 - Jul 1983 |
31.29%
194 out of 620 |
-26.60%
Oct 2000 - Sep 2002 |
+9.73% |
+34.17%
Mar 2009 - Feb 2011 |
14.80%
90 out of 608 |
-28.15%
Oct 2000 - Sep 2002 |
+6.67% |
+32.01%
Mar 2009 - Feb 2011 |
22.53%
137 out of 608 |
-19.41%
Apr 2000 - Mar 2003 |
+10.11% |
+29.30%
Apr 1995 - Mar 1998 |
13.26%
79 out of 596 |
-21.27%
Apr 2000 - Mar 2003 |
+7.47% |
+27.44%
Aug 1984 - Jul 1987 |
18.79%
112 out of 596 |
-8.97%
Sep 2000 - Aug 2004 |
+10.13% |
+27.26%
Jul 1982 - Jun 1986 |
13.53%
79 out of 584 |
-10.94%
Sep 2000 - Aug 2004 |
+7.38% |
+24.98%
Sep 1996 - Aug 2000 |
18.84%
110 out of 584 |
-5.26%
Mar 2004 - Feb 2009 |
+10.01% |
+26.62%
Aug 1982 - Jul 1987 |
11.54%
66 out of 572 |
-7.24%
Mar 2004 - Feb 2009 |
+7.15% |
+24.78%
Aug 1982 - Jul 1987 |
19.93%
114 out of 572 |
-1.62%
Sep 2000 - Aug 2006 |
+9.60% |
+21.37%
Apr 1994 - Mar 2000 |
2.32%
13 out of 560 |
-4.62%
Mar 1972 - Feb 1978 |
+6.95% |
+19.26%
Apr 1994 - Mar 2000 |
15.89%
89 out of 560 |
-4.33%
Mar 2002 - Feb 2009 |
+9.85% |
+20.72%
Aug 1982 - Jul 1989 |
1.28%
7 out of 548 |
-6.30%
Mar 2002 - Feb 2009 |
+6.80% |
+18.80%
Aug 1982 - Jul 1989 |
9.67%
53 out of 548 |
-4.99%
Mar 2001 - Feb 2009 |
+10.14% |
+20.59%
Sep 1992 - Aug 2000 |
3.17%
17 out of 536 |
-6.99%
Mar 2001 - Feb 2009 |
+7.17% |
+18.12%
Sep 1992 - Aug 2000 |
7.65%
41 out of 536 |
-5.94%
Mar 2000 - Feb 2009 |
+9.56% |
+19.30%
Jan 1991 - Dec 1999 |
3.63%
19 out of 524 |
-7.90%
Mar 2000 - Feb 2009 |
+7.01% |
+16.45%
Jan 1991 - Dec 1999 |
7.63%
40 out of 524 |
-2.71%
Mar 1999 - Feb 2009 |
+9.94% |
+18.27%
Nov 1990 - Oct 2000 |
4.69%
24 out of 512 |
-4.71%
Mar 1999 - Feb 2009 |
+7.59% |
+15.51%
Nov 1990 - Oct 2000 |
9.57%
49 out of 512 |
-1.70%
Oct 2000 - Sep 2011 |
+10.25% |
+15.89%
Jan 1989 - Dec 1999 |
2.20%
11 out of 500 |
-3.73%
Oct 2000 - Sep 2011 |
+8.01% |
+12.91%
Jan 1989 - Dec 1999 |
8.60%
43 out of 500 |
-0.43%
Jan 2000 - Dec 2011 |
+9.91% |
+16.70%
Jan 1988 - Dec 1999 |
1.23%
6 out of 488 |
-2.53%
Jan 2000 - Dec 2011 |
+7.51% |
+13.77%
Jan 1988 - Dec 1999 |
6.15%
30 out of 488 |
+0.75%
Jan 2000 - Dec 2012 |
+9.82% |
+16.38%
Oct 1974 - Sep 1987 |
0.00%
0 out of 476 |
-1.38%
Jan 2000 - Dec 2012 |
+7.46% |
+12.65%
Aug 1984 - Jul 1997 |
4.62%
22 out of 476 |
+2.03%
Apr 2000 - Mar 2014 |
+9.73% |
+15.38%
Jul 1984 - Jun 1998 |
0.00%
0 out of 464 |
+0.01%
Apr 2000 - Mar 2014 |
+7.11% |
+12.87%
Jul 1984 - Jun 1998 |
0.00%
0 out of 464 |
+2.47%
Sep 2000 - Aug 2015 |
+9.07% |
+16.39%
Aug 1982 - Jul 1997 |
0.00%
0 out of 452 |
+0.65%
Sep 2000 - Aug 2015 |
+6.41% |
+13.71%
Aug 1982 - Jul 1997 |
0.00%
0 out of 452 |
+2.46%
Apr 2000 - Mar 2016 |
+8.76% |
+16.41%
Jul 1982 - Jun 1998 |
0.00%
0 out of 440 |
+0.68%
Apr 2000 - Mar 2016 |
+6.28% |
+13.80%
Jul 1982 - Jun 1998 |
0.00%
0 out of 440 |
+3.27%
Sep 2000 - Aug 2017 |
+8.65% |
+16.43%
Jul 1982 - Jun 1999 |
0.00%
0 out of 428 |
+1.54%
Sep 2000 - Aug 2017 |
+6.14% |
+13.92%
Jul 1982 - Jun 1999 |
0.00%
0 out of 428 |
+3.45%
Apr 2000 - Mar 2018 |
+8.67% |
+16.64%
Apr 1982 - Mar 2000 |
0.00%
0 out of 416 |
+1.70%
Apr 2000 - Mar 2018 |
+6.14% |
+14.07%
Aug 1982 - Jul 2000 |
0.00%
0 out of 416 |
+3.26%
Jan 2000 - Dec 2018 |
+8.77% |
+15.38%
Oct 1981 - Sep 2000 |
0.00%
0 out of 404 |
+1.50%
Jan 2000 - Dec 2018 |
+5.93% |
+12.73%
Nov 1981 - Oct 2000 |
0.00%
0 out of 404 |
+2.90%
Apr 2000 - Mar 2020 |
+8.64% |
+16.03%
Apr 1980 - Mar 2000 |
0.00%
0 out of 392 |
+1.22%
Apr 2000 - Mar 2020 |
+6.02% |
+13.08%
Apr 1980 - Mar 2000 |
0.00%
0 out of 392 |
Dedalo Invest Dedalo Three Euro Portfolio: ETF allocation and returns