Aim Ways Ulcer Free Strategy To EUR Portfolio: Rolling Returns

Time Period: from January 1994 to September 2024 (~31 years)
Rebalancing: at every Jan 1st
Currency: EUR
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When holding the Aim Ways Ulcer Free Strategy To EUR 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 99 months (from April 2000 to June 2008).

This indicates that, within the same timeframe, any rolling period of 100 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.

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.

AIM WAYS ULCER FREE STRATEGY TO EUR PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 January 1994 - 30 September 2024 (~31 years)

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As of Sep 30, 2024, the annualized return of the previous 10 years has been 5.72%.

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.

AIM WAYS ULCER FREE STRATEGY TO EUR PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 October 1994 - 30 September 2024 (30 Years)
Time Period: 1 January 1994 - 30 September 2024 (~31 years)
Euro Inflation Adjusted:

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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.

AIM WAYS ULCER FREE STRATEGY TO EUR PORTFOLIO
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1994 - 30 September 2024 (~31 years)
Euro Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-15.45%
Feb 1994 - Jan 1995
+5.87% +38.33%
Sep 1999 - Aug 2000
25.98%
93 out of 358
-18.76%
Jan 2022 - Dec 2022
+3.31% +35.56%
Sep 1999 - Aug 2000
34.92%
125 out of 358
-6.90%
Jun 2001 - May 2003
+6.27% +29.31%
Sep 1998 - Aug 2000
16.76%
58 out of 346
-9.06%
Nov 2021 - Oct 2023
+4.13% +27.30%
Sep 1998 - Aug 2000
30.06%
104 out of 346
-4.16%
Nov 2000 - Oct 2003
+6.49% +22.41%
Apr 1997 - Mar 2000
9.28%
31 out of 334
-6.21%
Nov 2000 - Oct 2003
+4.83% +20.79%
Apr 1997 - Mar 2000
20.36%
68 out of 334
-3.47%
Nov 2000 - Oct 2004
+6.47% +22.29%
Sep 1996 - Aug 2000
6.21%
20 out of 322
-5.58%
Nov 2000 - Oct 2004
+4.99% +20.48%
Sep 1996 - Aug 2000
17.08%
55 out of 322
-1.56%
Apr 2000 - Mar 2005
+6.54% +20.51%
Apr 1995 - Mar 2000
2.90%
9 out of 310
-3.67%
Apr 2000 - Mar 2005
+5.04% +18.60%
Apr 1995 - Mar 2000
12.58%
39 out of 310
-0.62%
Sep 2000 - Aug 2006
+6.68% +17.89%
Nov 1994 - Oct 2000
1.68%
5 out of 298
-2.78%
Sep 2000 - Aug 2006
+4.92% +15.84%
Nov 1994 - Oct 2000
11.41%
34 out of 298
-0.59%
Jul 2001 - Jun 2008
+6.53% +14.65%
Apr 1995 - Mar 2002
2.10%
6 out of 286
-2.88%
Jul 2001 - Jun 2008
+4.85% +12.60%
Apr 1995 - Mar 2002
9.79%
28 out of 286
-0.21%
Sep 2000 - Aug 2008
+6.58% +11.38%
Nov 1994 - Oct 2002
0.36%
1 out of 274
-2.52%
Sep 2000 - Aug 2008
+4.91% +9.51%
Aug 2008 - Jul 2016
7.30%
20 out of 274
+0.92%
Nov 2000 - Oct 2009
+6.63% +10.34%
Apr 1995 - Mar 2004
0.00%
0 out of 262
-1.12%
Nov 2000 - Oct 2009
+4.80% +8.32%
Apr 1995 - Mar 2004
4.20%
11 out of 262
+2.84%
Apr 2000 - Mar 2010
+6.65% +8.97%
Jul 1995 - Jun 2005
0.00%
0 out of 250
+0.74%
Apr 2000 - Mar 2010
+4.76% +7.08%
Jul 2008 - Jun 2018
0.00%
0 out of 250
+2.78%
May 2000 - Apr 2011
+6.71% +9.38%
Apr 1995 - Mar 2006
0.00%
0 out of 238
+0.59%
May 2000 - Apr 2011
+4.93% +7.47%
Aug 2008 - Jul 2019
0.00%
0 out of 238
+3.78%
Jul 2001 - Jun 2013
+6.64% +9.05%
Jul 2008 - Jun 2020
0.00%
0 out of 226
+1.67%
Nov 2000 - Oct 2012
+4.71% +7.82%
Jul 2008 - Jun 2020
0.00%
0 out of 226
+3.32%
Nov 2000 - Oct 2013
+6.68% +8.64%
Aug 2008 - Jul 2021
0.00%
0 out of 214
+1.24%
Nov 2000 - Oct 2013
+4.72% +7.35%
Aug 2008 - Jul 2021
0.00%
0 out of 214
+3.61%
May 2000 - Apr 2014
+6.60% +8.43%
Sep 1996 - Aug 2010
0.00%
0 out of 202
+1.55%
May 2000 - Apr 2014
+4.71% +6.43%
Sep 1996 - Aug 2010
0.00%
0 out of 202
+4.44%
Sep 2000 - Aug 2015
+6.76% +8.66%
Jul 1995 - Jun 2010
0.00%
0 out of 190
+2.58%
Sep 2000 - Aug 2015
+4.67% +6.62%
Jul 1995 - Jun 2010
0.00%
0 out of 190
+4.57%
Feb 2002 - Jan 2018
+6.58% +8.56%
Aug 1996 - Jul 2012
0.00%
0 out of 178
+2.90%
Feb 2002 - Jan 2018
+4.70% +6.50%
Aug 1996 - Jul 2012
0.00%
0 out of 178
+4.29%
Sep 2000 - Aug 2017
+6.60% +8.69%
Aug 1995 - Jul 2012
0.00%
0 out of 166
+2.54%
Sep 2000 - Aug 2017
+4.66% +6.60%
Aug 1995 - Jul 2012
0.00%
0 out of 166
+4.17%
Nov 2000 - Oct 2018
+6.48% +8.52%
Apr 1995 - Mar 2013
0.00%
0 out of 154
+2.39%
Nov 2000 - Oct 2018
+4.75% +6.40%
Apr 1995 - Mar 2013
0.00%
0 out of 154
+4.67%
Mar 2000 - Feb 2019
+6.33% +8.34%
Apr 1996 - Mar 2015
0.00%
0 out of 142
+2.90%
May 2000 - Apr 2019
+4.37% +6.45%
Apr 1996 - Mar 2015
0.00%
0 out of 142
+4.95%
Nov 2000 - Oct 2020
+6.07% +8.91%
Apr 1995 - Mar 2015
0.00%
0 out of 130
+3.30%
Nov 2000 - Oct 2020
+4.15% +6.97%
Apr 1995 - Mar 2015
0.00%
0 out of 130
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