Rebalancing: at every Jan 1st
Currency: EUR
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.
Aim Ways Ulcer Free Strategy 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 Aug 31, 2024, the annualized return of the previous 10 years has been 5.74%.
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 |
---|---|---|---|
-15.45%
Feb 1994 - Jan 1995 |
+5.87% |
+38.33%
Sep 1999 - Aug 2000 |
26.05%
93 out of 357 |
-18.76%
Jan 2022 - Dec 2022 |
+3.31% |
+35.56%
Sep 1999 - Aug 2000 |
35.01%
125 out of 357 |
-6.90%
Jun 2001 - May 2003 |
+6.46% |
+29.31%
Sep 1998 - Aug 2000 |
16.81%
58 out of 345 |
-9.06%
Nov 2021 - Oct 2023 |
+4.18% |
+27.30%
Sep 1998 - Aug 2000 |
30.14%
104 out of 345 |
-4.16%
Nov 2000 - Oct 2003 |
+6.52% |
+22.41%
Apr 1997 - Mar 2000 |
9.31%
31 out of 333 |
-6.21%
Nov 2000 - Oct 2003 |
+4.92% |
+20.79%
Apr 1997 - Mar 2000 |
20.12%
67 out of 333 |
-3.47%
Nov 2000 - Oct 2004 |
+6.49% |
+22.29%
Sep 1996 - Aug 2000 |
6.23%
20 out of 321 |
-5.58%
Nov 2000 - Oct 2004 |
+5.07% |
+20.48%
Sep 1996 - Aug 2000 |
16.82%
54 out of 321 |
-1.56%
Apr 2000 - Mar 2005 |
+6.55% |
+20.51%
Apr 1995 - Mar 2000 |
2.91%
9 out of 309 |
-3.67%
Apr 2000 - Mar 2005 |
+5.06% |
+18.60%
Apr 1995 - Mar 2000 |
12.62%
39 out of 309 |
-0.62%
Sep 2000 - Aug 2006 |
+6.71% |
+17.89%
Nov 1994 - Oct 2000 |
1.68%
5 out of 297 |
-2.78%
Sep 2000 - Aug 2006 |
+4.99% |
+15.84%
Nov 1994 - Oct 2000 |
11.45%
34 out of 297 |
-0.59%
Jul 2001 - Jun 2008 |
+6.55% |
+14.65%
Apr 1995 - Mar 2002 |
2.11%
6 out of 285 |
-2.88%
Jul 2001 - Jun 2008 |
+4.86% |
+12.60%
Apr 1995 - Mar 2002 |
9.82%
28 out of 285 |
-0.21%
Sep 2000 - Aug 2008 |
+6.66% |
+11.38%
Nov 1994 - Oct 2002 |
0.37%
1 out of 273 |
-2.52%
Sep 2000 - Aug 2008 |
+4.94% |
+9.51%
Aug 2008 - Jul 2016 |
7.33%
20 out of 273 |
+0.92%
Nov 2000 - Oct 2009 |
+6.65% |
+10.34%
Apr 1995 - Mar 2004 |
0.00%
0 out of 261 |
-1.12%
Nov 2000 - Oct 2009 |
+4.85% |
+8.32%
Apr 1995 - Mar 2004 |
4.21%
11 out of 261 |
+2.84%
Apr 2000 - Mar 2010 |
+6.68% |
+8.97%
Jul 1995 - Jun 2005 |
0.00%
0 out of 249 |
+0.74%
Apr 2000 - Mar 2010 |
+4.77% |
+7.08%
Jul 2008 - Jun 2018 |
0.00%
0 out of 249 |
+2.78%
May 2000 - Apr 2011 |
+6.71% |
+9.38%
Apr 1995 - Mar 2006 |
0.00%
0 out of 237 |
+0.59%
May 2000 - Apr 2011 |
+4.96% |
+7.47%
Aug 2008 - Jul 2019 |
0.00%
0 out of 237 |
+3.78%
Jul 2001 - Jun 2013 |
+6.64% |
+9.05%
Jul 2008 - Jun 2020 |
0.00%
0 out of 225 |
+1.67%
Nov 2000 - Oct 2012 |
+4.71% |
+7.82%
Jul 2008 - Jun 2020 |
0.00%
0 out of 225 |
+3.32%
Nov 2000 - Oct 2013 |
+6.68% |
+8.64%
Aug 2008 - Jul 2021 |
0.00%
0 out of 213 |
+1.24%
Nov 2000 - Oct 2013 |
+4.72% |
+7.35%
Aug 2008 - Jul 2021 |
0.00%
0 out of 213 |
+3.61%
May 2000 - Apr 2014 |
+6.61% |
+8.43%
Sep 1996 - Aug 2010 |
0.00%
0 out of 201 |
+1.55%
May 2000 - Apr 2014 |
+4.71% |
+6.43%
Sep 1996 - Aug 2010 |
0.00%
0 out of 201 |
+4.44%
Sep 2000 - Aug 2015 |
+6.76% |
+8.66%
Jul 1995 - Jun 2010 |
0.00%
0 out of 189 |
+2.58%
Sep 2000 - Aug 2015 |
+4.68% |
+6.62%
Jul 1995 - Jun 2010 |
0.00%
0 out of 189 |
+4.57%
Feb 2002 - Jan 2018 |
+6.58% |
+8.56%
Aug 1996 - Jul 2012 |
0.00%
0 out of 177 |
+2.90%
Feb 2002 - Jan 2018 |
+4.70% |
+6.50%
Aug 1996 - Jul 2012 |
0.00%
0 out of 177 |
+4.29%
Sep 2000 - Aug 2017 |
+6.60% |
+8.69%
Aug 1995 - Jul 2012 |
0.00%
0 out of 165 |
+2.54%
Sep 2000 - Aug 2017 |
+4.66% |
+6.60%
Aug 1995 - Jul 2012 |
0.00%
0 out of 165 |
+4.17%
Nov 2000 - Oct 2018 |
+6.50% |
+8.52%
Apr 1995 - Mar 2013 |
0.00%
0 out of 153 |
+2.39%
Nov 2000 - Oct 2018 |
+4.75% |
+6.40%
Apr 1995 - Mar 2013 |
0.00%
0 out of 153 |
+4.67%
Mar 2000 - Feb 2019 |
+6.33% |
+8.34%
Apr 1996 - Mar 2015 |
0.00%
0 out of 141 |
+2.90%
May 2000 - Apr 2019 |
+4.47% |
+6.45%
Apr 1996 - Mar 2015 |
0.00%
0 out of 141 |
+4.95%
Nov 2000 - Oct 2020 |
+6.07% |
+8.91%
Apr 1995 - Mar 2015 |
0.00%
0 out of 129 |
+3.30%
Nov 2000 - Oct 2020 |
+4.15% |
+6.97%
Apr 1995 - Mar 2015 |
0.00%
0 out of 129 |
Aim Ways Ulcer Free Strategy To EUR Portfolio: ETF allocation and returns