Rebalancing: at every Jan 1st
Currency: EUR
When holding the Larry Swedroe Larry Portfolio To EUR Bond Hedged, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~26 years), the longest duration with a negative return was 47 months (from December 2019 to October 2023).
This indicates that, within the same timeframe, any rolling period of 48 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.
Larry Swedroe Larry Portfolio To EUR Bond Hedged: ETF allocation and returns
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 |
---|---|---|---|
-10.70%
Jan 2022 - Dec 2022 |
+5.58% |
+19.21%
Mar 2009 - Feb 2010 |
13.86%
42 out of 303 |
-18.26%
Nov 2021 - Oct 2022 |
+3.93% |
+18.20%
Mar 2009 - Feb 2010 |
21.45%
65 out of 303 |
-6.25%
Nov 2021 - Oct 2023 |
+5.65% |
+14.90%
Mar 2009 - Feb 2011 |
6.87%
20 out of 291 |
-12.13%
Nov 2021 - Oct 2023 |
+3.99% |
+13.05%
Mar 2009 - Feb 2011 |
16.49%
48 out of 291 |
-1.68%
May 2021 - Apr 2024 |
+5.67% |
+12.55%
Mar 2009 - Feb 2012 |
3.94%
11 out of 279 |
-6.86%
May 2021 - Apr 2024 |
+3.98% |
+10.35%
Mar 2009 - Feb 2012 |
13.62%
38 out of 279 |
+0.08%
Nov 2019 - Oct 2023 |
+5.76% |
+10.72%
Mar 2009 - Feb 2013 |
0.00%
0 out of 267 |
-4.00%
Nov 2019 - Oct 2023 |
+4.08% |
+8.58%
Mar 2009 - Feb 2013 |
10.86%
29 out of 267 |
+0.67%
Apr 2015 - Mar 2020 |
+5.69% |
+9.29%
Mar 2009 - Feb 2014 |
0.00%
0 out of 255 |
-2.29%
Nov 2018 - Oct 2023 |
+4.05% |
+7.45%
Mar 2009 - Feb 2014 |
11.76%
30 out of 255 |
+0.56%
Nov 2017 - Oct 2023 |
+5.79% |
+9.48%
Mar 2009 - Feb 2015 |
0.00%
0 out of 243 |
-2.69%
Nov 2017 - Oct 2023 |
+4.00% |
+7.99%
Mar 2009 - Feb 2015 |
11.11%
27 out of 243 |
+0.99%
Nov 2016 - Oct 2023 |
+6.20% |
+8.70%
Mar 1999 - Feb 2006 |
0.00%
0 out of 231 |
-2.01%
Nov 2016 - Oct 2023 |
+4.09% |
+6.47%
Sep 1998 - Aug 2005 |
10.82%
25 out of 231 |
+1.24%
Jun 2015 - May 2023 |
+6.02% |
+7.91%
Mar 1999 - Feb 2007 |
0.00%
0 out of 219 |
-1.43%
Nov 2015 - Oct 2023 |
+4.10% |
+6.41%
Mar 2009 - Feb 2017 |
10.50%
23 out of 219 |
+1.56%
Nov 2014 - Oct 2023 |
+6.13% |
+7.78%
Sep 1998 - Aug 2007 |
0.00%
0 out of 207 |
-0.97%
May 2015 - Apr 2024 |
+4.29% |
+5.64%
Sep 1998 - Aug 2007 |
7.25%
15 out of 207 |
+1.97%
Nov 2013 - Oct 2023 |
+5.95% |
+7.49%
Apr 2003 - Mar 2013 |
0.00%
0 out of 195 |
-0.26%
Nov 2013 - Oct 2023 |
+4.25% |
+5.31%
Apr 2005 - Mar 2015 |
0.51%
1 out of 195 |
+2.36%
Nov 2012 - Oct 2023 |
+5.81% |
+7.60%
Nov 1999 - Oct 2010 |
0.00%
0 out of 183 |
+0.25%
Nov 2012 - Oct 2023 |
+4.26% |
+5.41%
Nov 1999 - Oct 2010 |
0.00%
0 out of 183 |
+2.77%
Nov 2011 - Oct 2023 |
+5.84% |
+7.56%
Mar 1999 - Feb 2011 |
0.00%
0 out of 171 |
+0.62%
Nov 2011 - Oct 2023 |
+4.24% |
+5.59%
Apr 2003 - Mar 2015 |
0.00%
0 out of 171 |
+2.91%
Nov 2010 - Oct 2023 |
+5.78% |
+7.60%
Mar 1999 - Feb 2012 |
0.00%
0 out of 159 |
+0.69%
Nov 2010 - Oct 2023 |
+4.23% |
+5.40%
Mar 1999 - Feb 2012 |
0.00%
0 out of 159 |
+3.43%
May 2010 - Apr 2024 |
+5.45% |
+7.53%
Sep 1998 - Aug 2012 |
0.00%
0 out of 147 |
+1.24%
May 2010 - Apr 2024 |
+3.92% |
+5.38%
Sep 1998 - Aug 2012 |
0.00%
0 out of 147 |
+4.08%
Nov 2008 - Oct 2023 |
+5.45% |
+7.19%
Mar 1999 - Feb 2014 |
0.00%
0 out of 135 |
+2.01%
Nov 2008 - Oct 2023 |
+3.87% |
+5.27%
Feb 2000 - Jan 2015 |
0.00%
0 out of 135 |
+3.67%
Nov 2007 - Oct 2023 |
+5.47% |
+7.39%
Mar 1999 - Feb 2015 |
0.00%
0 out of 123 |
+1.55%
Nov 2007 - Oct 2023 |
+3.81% |
+5.45%
Mar 1999 - Feb 2015 |
0.00%
0 out of 123 |
+3.81%
Nov 2006 - Oct 2023 |
+5.45% |
+7.02%
Sep 1998 - Aug 2015 |
0.00%
0 out of 111 |
+1.65%
Nov 2006 - Oct 2023 |
+3.82% |
+5.14%
Sep 1998 - Aug 2015 |
0.00%
0 out of 111 |
+3.96%
Nov 2005 - Oct 2023 |
+5.46% |
+6.91%
Sep 1998 - Aug 2016 |
0.00%
0 out of 99 |
+1.83%
Nov 2005 - Oct 2023 |
+3.75% |
+5.12%
Sep 1998 - Aug 2016 |
0.00%
0 out of 99 |
+4.15%
Nov 2004 - Oct 2023 |
+5.46% |
+6.65%
Sep 1998 - Aug 2017 |
0.00%
0 out of 87 |
+2.00%
Nov 2004 - Oct 2023 |
+3.83% |
+4.88%
Sep 1998 - Aug 2017 |
0.00%
0 out of 87 |
+4.24%
Nov 2003 - Oct 2023 |
+5.53% |
+6.41%
Sep 1998 - Aug 2018 |
0.00%
0 out of 75 |
+2.07%
Nov 2003 - Oct 2023 |
+3.77% |
+4.62%
Sep 1998 - Aug 2018 |
0.00%
0 out of 75 |
Larry Swedroe Larry Portfolio To EUR Bond Hedged: ETF allocation and returns