Rebalancing: at every Jan 1st
Currency: EUR
When holding the Aim Ways Gold Pivot Ptf 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 69 months (from February 1985 to October 1990).
This indicates that, within the same timeframe, any rolling period of 70 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 Gold Pivot Ptf 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 7.39%.
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 |
---|---|---|---|
-16.34%
Nov 1989 - Oct 1990 |
+7.46% |
+33.35%
Sep 1992 - Aug 1993 |
20.65%
96 out of 465 |
-19.97%
Nov 1989 - Oct 1990 |
+5.17% |
+30.14%
Sep 1999 - Aug 2000 |
27.53%
128 out of 465 |
-8.44%
Sep 2000 - Aug 2002 |
+6.99% |
+26.41%
Sep 1998 - Aug 2000 |
6.40%
29 out of 453 |
-10.45%
Sep 2000 - Aug 2002 |
+4.74% |
+24.45%
Sep 1998 - Aug 2000 |
18.98%
86 out of 453 |
-4.13%
Apr 2000 - Mar 2003 |
+6.78% |
+18.26%
Apr 1997 - Mar 2000 |
3.85%
17 out of 441 |
-6.34%
Apr 2000 - Mar 2003 |
+4.84% |
+16.70%
Apr 1997 - Mar 2000 |
14.29%
63 out of 441 |
-1.49%
Sep 2000 - Aug 2004 |
+7.12% |
+17.49%
Sep 1996 - Aug 2000 |
2.10%
9 out of 429 |
-3.62%
Sep 2000 - Aug 2004 |
+5.21% |
+15.76%
Sep 1996 - Aug 2000 |
7.46%
32 out of 429 |
-0.12%
Mar 2000 - Feb 2005 |
+7.19% |
+16.86%
Apr 1995 - Mar 2000 |
0.48%
2 out of 417 |
-2.25%
Apr 2000 - Mar 2005 |
+5.14% |
+15.01%
Apr 1995 - Mar 2000 |
5.04%
21 out of 417 |
+0.67%
Feb 1985 - Jan 1991 |
+7.33% |
+14.29%
Sep 1994 - Aug 2000 |
0.00%
0 out of 405 |
-1.06%
Feb 1985 - Jan 1991 |
+5.35% |
+12.33%
Sep 1994 - Aug 2000 |
1.23%
5 out of 405 |
+2.36%
Sep 1985 - Aug 1992 |
+7.34% |
+13.00%
Mar 1993 - Feb 2000 |
0.00%
0 out of 393 |
+0.06%
Sep 1985 - Aug 1992 |
+5.33% |
+10.82%
Mar 1993 - Feb 2000 |
0.00%
0 out of 393 |
+2.25%
Nov 2000 - Oct 2008 |
+7.47% |
+14.41%
Sep 1992 - Aug 2000 |
0.00%
0 out of 381 |
-0.08%
Nov 2000 - Oct 2008 |
+5.53% |
+12.07%
Sep 1992 - Aug 2000 |
0.26%
1 out of 381 |
+2.88%
Apr 2000 - Mar 2009 |
+7.52% |
+13.33%
Feb 1991 - Jan 2000 |
0.00%
0 out of 369 |
+0.73%
Apr 2000 - Mar 2009 |
+5.45% |
+10.70%
Feb 1991 - Jan 2000 |
0.00%
0 out of 369 |
+4.28%
Apr 1985 - Mar 1995 |
+7.70% |
+13.06%
Nov 1990 - Oct 2000 |
0.00%
0 out of 357 |
+1.86%
Apr 1985 - Mar 1995 |
+5.74% |
+10.42%
Nov 1990 - Oct 2000 |
0.00%
0 out of 357 |
+5.19%
Oct 2012 - Sep 2023 |
+7.64% |
+10.82%
Feb 1991 - Jan 2002 |
0.00%
0 out of 345 |
+3.01%
Apr 1985 - Mar 1996 |
+5.69% |
+8.26%
Feb 1991 - Jan 2002 |
0.00%
0 out of 345 |
+5.92%
Jan 2011 - Dec 2022 |
+7.70% |
+10.24%
Mar 1988 - Feb 2000 |
0.00%
0 out of 333 |
+3.57%
Apr 1985 - Mar 1997 |
+5.60% |
+8.23%
Nov 2008 - Oct 2020 |
0.00%
0 out of 333 |
+5.38%
Sep 2000 - Aug 2013 |
+7.80% |
+9.69%
Nov 1987 - Oct 2000 |
0.00%
0 out of 321 |
+3.26%
Sep 2000 - Aug 2013 |
+5.59% |
+7.80%
Nov 2008 - Oct 2021 |
0.00%
0 out of 321 |
+5.46%
Apr 2000 - Mar 2014 |
+7.76% |
+9.27%
Mar 1986 - Feb 2000 |
0.00%
0 out of 309 |
+3.37%
Apr 2000 - Mar 2014 |
+5.67% |
+6.90%
Mar 1986 - Feb 2000 |
0.00%
0 out of 309 |
+5.67%
Sep 2000 - Aug 2015 |
+7.73% |
+9.40%
Feb 1991 - Jan 2006 |
0.00%
0 out of 297 |
+3.78%
Sep 2000 - Aug 2015 |
+5.67% |
+7.11%
Sep 2005 - Aug 2020 |
0.00%
0 out of 297 |
+5.91%
Apr 2000 - Mar 2016 |
+7.46% |
+9.13%
Nov 1990 - Oct 2006 |
0.00%
0 out of 285 |
+4.04%
Aug 1987 - Jul 2003 |
+5.35% |
+6.97%
Sep 2004 - Aug 2020 |
0.00%
0 out of 285 |
+5.72%
Sep 2000 - Aug 2017 |
+7.55% |
+9.24%
Feb 1995 - Jan 2012 |
0.00%
0 out of 273 |
+3.92%
Aug 1987 - Jul 2004 |
+5.39% |
+7.15%
Feb 1995 - Jan 2012 |
0.00%
0 out of 273 |
+5.57%
Sep 2000 - Aug 2018 |
+7.62% |
+9.22%
Sep 1992 - Aug 2010 |
0.00%
0 out of 261 |
+3.78%
Sep 2000 - Aug 2018 |
+5.45% |
+7.02%
Sep 1992 - Aug 2010 |
0.00%
0 out of 261 |
+5.67%
Mar 2000 - Feb 2019 |
+7.53% |
+9.23%
Sep 1992 - Aug 2011 |
0.00%
0 out of 249 |
+3.89%
Jan 2000 - Dec 2018 |
+5.59% |
+7.01%
Sep 1992 - Aug 2011 |
0.00%
0 out of 249 |
+6.02%
Apr 2000 - Mar 2020 |
+7.38% |
+9.47%
Sep 1992 - Aug 2012 |
0.00%
0 out of 237 |
+3.91%
May 1985 - Apr 2005 |
+5.36% |
+7.21%
Sep 1992 - Aug 2012 |
0.00%
0 out of 237 |
Aim Ways Gold Pivot Ptf To EUR Bond Hedged Portfolio: ETF allocation and returns