Rebalancing: at every Jan 1st
Currency: EUR
When holding the Aim Ways Gold Pivot Ptf To EUR 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 90 months (from March 1985 to August 1992).
This indicates that, within the same timeframe, any rolling period of 91 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 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 Sep 30, 2024, the annualized return of the previous 10 years has been 8.50%.
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 |
---|---|---|---|
-19.27%
Nov 1989 - Oct 1990 |
+6.86% |
+40.17%
Sep 1999 - Aug 2000 |
26.61%
124 out of 466 |
-22.77%
Nov 1989 - Oct 1990 |
+4.38% |
+37.36%
Sep 1999 - Aug 2000 |
36.27%
169 out of 466 |
-10.53%
Sep 2000 - Aug 2002 |
+6.45% |
+31.67%
Sep 1998 - Aug 2000 |
13.88%
63 out of 454 |
-12.49%
Sep 2000 - Aug 2002 |
+4.05% |
+29.63%
Sep 1998 - Aug 2000 |
30.18%
137 out of 454 |
-6.32%
May 2000 - Apr 2003 |
+6.73% |
+20.64%
Apr 1997 - Mar 2000 |
11.09%
49 out of 442 |
-8.50%
May 2000 - Apr 2003 |
+4.33% |
+19.04%
Apr 1997 - Mar 2000 |
18.10%
80 out of 442 |
-4.38%
Sep 2000 - Aug 2004 |
+7.27% |
+20.56%
Sep 1996 - Aug 2000 |
6.74%
29 out of 430 |
-6.45%
Sep 2000 - Aug 2004 |
+5.23% |
+18.78%
Sep 1996 - Aug 2000 |
13.02%
56 out of 430 |
-2.47%
May 2000 - Apr 2005 |
+7.57% |
+19.09%
Apr 1995 - Mar 2000 |
5.74%
24 out of 418 |
-4.62%
May 2000 - Apr 2005 |
+5.14% |
+17.21%
Apr 1995 - Mar 2000 |
9.81%
41 out of 418 |
-1.76%
Feb 1985 - Jan 1991 |
+7.81% |
+16.36%
Nov 1994 - Oct 2000 |
0.99%
4 out of 406 |
-3.45%
Feb 1985 - Jan 1991 |
+5.57% |
+14.34%
Nov 1994 - Oct 2000 |
8.13%
33 out of 406 |
-0.05%
Sep 1985 - Aug 1992 |
+7.37% |
+13.91%
May 1993 - Apr 2000 |
0.25%
1 out of 394 |
-2.29%
Sep 1985 - Aug 1992 |
+5.47% |
+11.76%
May 1993 - Apr 2000 |
6.60%
26 out of 394 |
+0.42%
Sep 2000 - Aug 2008 |
+7.48% |
+15.87%
Sep 1992 - Aug 2000 |
0.00%
0 out of 382 |
-1.90%
Sep 2000 - Aug 2008 |
+5.82% |
+13.50%
Sep 1992 - Aug 2000 |
2.88%
11 out of 382 |
+1.37%
Sep 2000 - Aug 2009 |
+7.64% |
+13.81%
Feb 1991 - Jan 2000 |
0.00%
0 out of 370 |
-0.70%
Sep 2000 - Aug 2009 |
+5.64% |
+11.16%
Feb 1991 - Jan 2000 |
2.16%
8 out of 370 |
+2.32%
Mar 1985 - Feb 1995 |
+7.70% |
+14.01%
Nov 1990 - Oct 2000 |
0.00%
0 out of 358 |
-0.05%
Mar 1985 - Feb 1995 |
+5.57% |
+11.34%
Nov 1990 - Oct 2000 |
0.56%
2 out of 358 |
+3.68%
Mar 1985 - Feb 1996 |
+7.57% |
+11.50%
Feb 1991 - Jan 2002 |
0.00%
0 out of 346 |
+1.28%
Mar 1985 - Feb 1996 |
+5.45% |
+8.93%
Feb 1991 - Jan 2002 |
0.00%
0 out of 346 |
+4.61%
Apr 1985 - Mar 1997 |
+7.44% |
+10.43%
May 1988 - Apr 2000 |
0.00%
0 out of 334 |
+2.21%
Jan 1985 - Dec 1996 |
+5.32% |
+8.77%
Aug 2008 - Jul 2020 |
0.00%
0 out of 334 |
+4.26%
Sep 2000 - Aug 2013 |
+7.57% |
+10.14%
Nov 1987 - Oct 2000 |
0.00%
0 out of 322 |
+2.16%
Sep 2000 - Aug 2013 |
+5.41% |
+8.39%
Jan 2009 - Dec 2021 |
0.00%
0 out of 322 |
+4.36%
May 2000 - Apr 2014 |
+7.69% |
+9.40%
May 2008 - Apr 2022 |
0.00%
0 out of 310 |
+2.29%
May 2000 - Apr 2014 |
+5.54% |
+7.63%
Apr 2008 - Mar 2022 |
0.00%
0 out of 310 |
+4.97%
Sep 2000 - Aug 2015 |
+7.49% |
+9.18%
Jul 2009 - Jun 2024 |
0.00%
0 out of 298 |
+3.10%
Sep 2000 - Aug 2015 |
+5.36% |
+7.44%
May 2005 - Apr 2020 |
0.00%
0 out of 298 |
+5.40%
Apr 2000 - Mar 2016 |
+7.21% |
+9.24%
Aug 2008 - Jul 2024 |
0.00%
0 out of 286 |
+3.50%
Jun 1987 - May 2003 |
+5.02% |
+7.26%
Jan 2005 - Dec 2020 |
0.00%
0 out of 286 |
+5.04%
Sep 2000 - Aug 2017 |
+7.30% |
+9.20%
Aug 1995 - Jul 2012 |
0.00%
0 out of 274 |
+3.13%
Jun 1986 - May 2003 |
+5.16% |
+7.24%
Jan 2005 - Dec 2021 |
0.00%
0 out of 274 |
+5.01%
Sep 2000 - Aug 2018 |
+7.38% |
+9.14%
Sep 1992 - Aug 2010 |
0.00%
0 out of 262 |
+2.93%
Jun 1985 - May 2003 |
+5.33% |
+6.95%
Sep 1992 - Aug 2010 |
0.00%
0 out of 262 |
+5.08%
Mar 1985 - Feb 2004 |
+7.47% |
+8.95%
Sep 1992 - Aug 2011 |
0.00%
0 out of 250 |
+2.90%
Mar 1985 - Feb 2004 |
+5.52% |
+6.73%
Sep 1992 - Aug 2011 |
0.00%
0 out of 250 |
+4.88%
Mar 1985 - Feb 2005 |
+7.13% |
+9.44%
Sep 1992 - Aug 2012 |
0.00%
0 out of 238 |
+2.71%
Mar 1985 - Feb 2005 |
+5.15% |
+7.18%
Sep 1992 - Aug 2012 |
0.00%
0 out of 238 |
Aim Ways Gold Pivot Ptf To EUR Portfolio: ETF allocation and returns