Rebalancing: at every Jan 1st
Currency: EUR
When holding the Aim Ways Ulcer Free Strategy To EUR Bond Hedged Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~31 years), the longest duration with a negative return was 45 months (from February 2020 to October 2023).
This indicates that, within the same timeframe, any rolling period of 46 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 Ulcer Free Strategy 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 3.91%.
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 |
---|---|---|---|
-15.00%
Jan 2022 - Dec 2022 |
+6.22% |
+24.55%
Aug 1996 - Jul 1997 |
12.89%
46 out of 357 |
-22.27%
Nov 2021 - Oct 2022 |
+4.18% |
+22.72%
Aug 1996 - Jul 1997 |
21.85%
78 out of 357 |
-6.60%
Jan 2021 - Dec 2022 |
+6.14% |
+19.22%
Sep 1998 - Aug 2000 |
8.70%
30 out of 345 |
-12.76%
Jan 2021 - Dec 2022 |
+4.09% |
+17.37%
Sep 1998 - Aug 2000 |
14.20%
49 out of 345 |
-2.48%
Oct 2020 - Sep 2023 |
+6.18% |
+17.37%
Apr 1997 - Mar 2000 |
5.41%
18 out of 333 |
-7.86%
Oct 2020 - Sep 2023 |
+4.44% |
+15.82%
Apr 1997 - Mar 2000 |
9.61%
32 out of 333 |
+0.84%
Nov 2019 - Oct 2023 |
+5.93% |
+16.02%
Sep 1996 - Aug 2000 |
0.00%
0 out of 321 |
-3.74%
Sep 2020 - Aug 2024 |
+4.43% |
+14.35%
Apr 1996 - Mar 2000 |
7.48%
24 out of 321 |
+1.96%
Jan 2018 - Dec 2022 |
+6.16% |
+16.29%
Apr 1995 - Mar 2000 |
0.00%
0 out of 309 |
-1.40%
Nov 2017 - Oct 2022 |
+4.29% |
+14.45%
Apr 1995 - Mar 2000 |
6.80%
21 out of 309 |
+1.95%
Oct 2016 - Sep 2022 |
+6.04% |
+13.68%
Nov 1994 - Oct 2000 |
0.00%
0 out of 297 |
-1.17%
Nov 2017 - Oct 2023 |
+4.70% |
+11.71%
Nov 1994 - Oct 2000 |
5.39%
16 out of 297 |
+2.08%
Oct 2016 - Sep 2023 |
+6.52% |
+11.41%
Feb 1995 - Jan 2002 |
0.00%
0 out of 285 |
-0.98%
Oct 2016 - Sep 2023 |
+4.76% |
+9.42%
Feb 1995 - Jan 2002 |
5.61%
16 out of 285 |
+2.25%
Mar 2015 - Feb 2023 |
+6.70% |
+10.22%
Feb 1995 - Jan 2003 |
0.00%
0 out of 273 |
-0.34%
Nov 2015 - Oct 2023 |
+4.76% |
+8.20%
Feb 1995 - Jan 2003 |
1.47%
4 out of 273 |
+2.87%
Nov 2014 - Oct 2023 |
+6.69% |
+10.19%
Apr 1995 - Mar 2004 |
0.00%
0 out of 261 |
+0.36%
Feb 2015 - Jan 2024 |
+4.79% |
+8.17%
Apr 1995 - Mar 2004 |
0.00%
0 out of 261 |
+3.16%
Oct 2012 - Sep 2022 |
+6.46% |
+9.37%
Nov 1994 - Oct 2004 |
0.00%
0 out of 249 |
+1.09%
Nov 2013 - Oct 2023 |
+4.80% |
+7.35%
Feb 1995 - Jan 2005 |
0.00%
0 out of 249 |
+3.14%
Oct 2012 - Sep 2023 |
+6.63% |
+9.37%
Feb 1995 - Jan 2006 |
0.00%
0 out of 237 |
+1.00%
Oct 2012 - Sep 2023 |
+4.70% |
+7.31%
Feb 1995 - Jan 2006 |
0.00%
0 out of 237 |
+3.59%
Nov 2011 - Oct 2023 |
+6.55% |
+8.81%
Feb 1995 - Jan 2007 |
0.00%
0 out of 225 |
+1.43%
Nov 2011 - Oct 2023 |
+4.79% |
+6.77%
Feb 1995 - Jan 2007 |
0.00%
0 out of 225 |
+3.63%
Nov 2010 - Oct 2023 |
+6.57% |
+8.71%
Feb 1995 - Jan 2008 |
0.00%
0 out of 213 |
+1.40%
Nov 2010 - Oct 2023 |
+4.82% |
+6.57%
Feb 1995 - Jan 2008 |
0.00%
0 out of 213 |
+4.39%
Jun 2010 - May 2024 |
+6.46% |
+8.39%
Sep 1996 - Aug 2010 |
0.00%
0 out of 201 |
+2.18%
Jun 2010 - May 2024 |
+4.66% |
+6.39%
Sep 1996 - Aug 2010 |
0.00%
0 out of 201 |
+4.75%
Jan 2008 - Dec 2022 |
+6.38% |
+8.66%
May 1995 - Apr 2010 |
0.00%
0 out of 189 |
+2.71%
Nov 2007 - Oct 2022 |
+4.60% |
+6.60%
May 1995 - Apr 2010 |
0.00%
0 out of 189 |
+4.69%
Nov 2007 - Oct 2023 |
+6.31% |
+8.83%
Nov 1994 - Oct 2010 |
0.00%
0 out of 177 |
+2.54%
Nov 2007 - Oct 2023 |
+4.65% |
+6.75%
Nov 1994 - Oct 2010 |
0.00%
0 out of 177 |
+4.85%
Jan 2006 - Dec 2022 |
+6.35% |
+8.76%
Feb 1995 - Jan 2012 |
0.00%
0 out of 165 |
+2.70%
Nov 2006 - Oct 2023 |
+4.66% |
+6.68%
Feb 1995 - Jan 2012 |
0.00%
0 out of 165 |
+4.95%
Oct 2005 - Sep 2023 |
+6.35% |
+8.55%
Oct 1994 - Sep 2012 |
0.00%
0 out of 153 |
+2.79%
Oct 2005 - Sep 2023 |
+4.61% |
+6.40%
Apr 1995 - Mar 2013 |
0.00%
0 out of 153 |
+4.97%
Nov 2004 - Oct 2023 |
+6.30% |
+8.21%
Mar 1995 - Feb 2014 |
0.00%
0 out of 141 |
+2.80%
Nov 2004 - Oct 2023 |
+4.62% |
+6.21%
Mar 1995 - Feb 2014 |
0.00%
0 out of 141 |
+4.93%
Nov 2003 - Oct 2023 |
+6.16% |
+8.44%
Feb 1995 - Jan 2015 |
0.00%
0 out of 129 |
+2.74%
Nov 2003 - Oct 2023 |
+4.40% |
+6.56%
Feb 1995 - Jan 2015 |
0.00%
0 out of 129 |
Aim Ways Ulcer Free Strategy To EUR Bond Hedged Portfolio: ETF allocation and returns