Rebalancing: at every Jan 1st
Currency: EUR
When holding the Vanguard LifeStrategy Moderate Growth To EUR Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~49 years), the longest duration with a negative return was 111 months (from December 1999 to February 2009).
This indicates that, within the same timeframe, any rolling period of 112 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.
Vanguard LifeStrategy Moderate Growth 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 6.69%.
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 |
---|---|---|---|
-20.64%
Mar 2008 - Feb 2009 |
+8.28% |
+43.41%
Aug 1982 - Jul 1983 |
17.63%
101 out of 573 |
-22.17%
Nov 2007 - Oct 2008 |
+5.85% |
+39.42%
Aug 1982 - Jul 1983 |
25.65%
147 out of 573 |
-12.77%
Oct 2000 - Sep 2002 |
+8.65% |
+25.56%
Feb 1982 - Jan 1984 |
10.52%
59 out of 561 |
-14.61%
Oct 2000 - Sep 2002 |
+6.21% |
+23.27%
Jun 1984 - May 1986 |
18.89%
106 out of 561 |
-9.03%
Apr 2000 - Mar 2003 |
+8.72% |
+25.05%
Jul 1982 - Jun 1985 |
8.38%
46 out of 549 |
-11.12%
Apr 2000 - Mar 2003 |
+6.09% |
+22.03%
Jul 1982 - Jun 1985 |
17.49%
96 out of 549 |
-3.63%
Sep 2000 - Aug 2004 |
+8.64% |
+23.05%
Jun 1982 - May 1986 |
4.84%
26 out of 537 |
-5.72%
Sep 2000 - Aug 2004 |
+6.28% |
+20.48%
Jun 1982 - May 1986 |
11.17%
60 out of 537 |
-1.30%
May 2000 - Apr 2005 |
+8.25% |
+20.22%
Aug 1982 - Jul 1987 |
1.33%
7 out of 525 |
-3.48%
May 2000 - Apr 2005 |
+6.30% |
+18.47%
Aug 1982 - Jul 1987 |
6.67%
35 out of 525 |
+0.75%
Sep 2000 - Aug 2006 |
+8.26% |
+20.17%
Apr 1980 - Mar 1986 |
0.00%
0 out of 513 |
-1.43%
Sep 2000 - Aug 2006 |
+6.24% |
+16.20%
Apr 1980 - Mar 1986 |
1.95%
10 out of 513 |
-0.58%
Mar 2002 - Feb 2009 |
+8.43% |
+17.96%
Apr 1980 - Mar 1987 |
0.40%
2 out of 501 |
-2.62%
Mar 2002 - Feb 2009 |
+6.55% |
+15.04%
Aug 1982 - Jul 1989 |
3.19%
16 out of 501 |
-0.72%
Mar 2001 - Feb 2009 |
+8.39% |
+16.23%
Sep 1992 - Aug 2000 |
1.23%
6 out of 489 |
-2.90%
Nov 2000 - Oct 2008 |
+6.55% |
+13.85%
Sep 1992 - Aug 2000 |
3.89%
19 out of 489 |
-1.11%
Apr 2000 - Mar 2009 |
+8.30% |
+15.86%
Sep 1980 - Aug 1989 |
1.05%
5 out of 477 |
-3.18%
Apr 2000 - Mar 2009 |
+6.41% |
+12.99%
Sep 1980 - Aug 1989 |
3.56%
17 out of 477 |
+1.26%
Apr 1999 - Mar 2009 |
+8.44% |
+15.00%
Nov 1979 - Oct 1989 |
0.00%
0 out of 465 |
-0.84%
Apr 1999 - Mar 2009 |
+6.45% |
+12.22%
Nov 1990 - Oct 2000 |
3.44%
16 out of 465 |
+1.51%
Sep 2000 - Aug 2011 |
+8.40% |
+14.01%
Apr 1980 - Mar 1991 |
0.00%
0 out of 453 |
-0.56%
Sep 2000 - Aug 2011 |
+6.56% |
+11.33%
Aug 1982 - Jul 1993 |
1.10%
5 out of 453 |
+2.59%
May 2000 - Apr 2012 |
+8.45% |
+13.96%
Feb 1982 - Jan 1994 |
0.00%
0 out of 441 |
+0.37%
May 2000 - Apr 2012 |
+6.32% |
+11.18%
Feb 1982 - Jan 1994 |
0.00%
0 out of 441 |
+2.82%
Sep 2000 - Aug 2013 |
+8.16% |
+13.54%
Feb 1981 - Jan 1994 |
0.00%
0 out of 429 |
+0.75%
Sep 2000 - Aug 2013 |
+5.93% |
+10.43%
Feb 1981 - Jan 1994 |
0.00%
0 out of 429 |
+3.44%
Apr 2000 - Mar 2014 |
+7.86% |
+13.92%
Feb 1980 - Jan 1994 |
0.00%
0 out of 417 |
+1.39%
Apr 2000 - Mar 2014 |
+5.65% |
+10.57%
Feb 1980 - Jan 1994 |
0.00%
0 out of 417 |
+3.92%
Sep 2000 - Aug 2015 |
+8.07% |
+13.89%
Aug 1982 - Jul 1997 |
0.00%
0 out of 405 |
+2.07%
Sep 2000 - Aug 2015 |
+5.63% |
+11.27%
Aug 1982 - Jul 1997 |
0.00%
0 out of 405 |
+4.03%
Apr 2000 - Mar 2016 |
+7.70% |
+13.53%
Apr 1982 - Mar 1998 |
0.00%
0 out of 393 |
+2.24%
Apr 2000 - Mar 2016 |
+5.38% |
+10.94%
Jul 1982 - Jun 1998 |
0.00%
0 out of 393 |
+4.21%
Sep 2000 - Aug 2017 |
+7.39% |
+13.59%
Jul 1982 - Jun 1999 |
0.00%
0 out of 381 |
+2.46%
Sep 2000 - Aug 2017 |
+5.33% |
+11.14%
Jul 1982 - Jun 1999 |
0.00%
0 out of 381 |
+4.26%
Apr 2000 - Mar 2018 |
+7.50% |
+13.84%
Apr 1982 - Mar 2000 |
0.00%
0 out of 369 |
+2.49%
Nov 2000 - Oct 2018 |
+5.46% |
+11.29%
Apr 1982 - Mar 2000 |
0.00%
0 out of 369 |
+4.23%
Jan 2000 - Dec 2018 |
+7.47% |
+13.49%
May 1980 - Apr 1999 |
0.00%
0 out of 357 |
+2.46%
Jan 2000 - Dec 2018 |
+5.43% |
+10.78%
Nov 1981 - Oct 2000 |
0.00%
0 out of 357 |
+4.14%
Apr 2000 - Mar 2020 |
+7.56% |
+14.05%
Apr 1980 - Mar 2000 |
0.00%
0 out of 345 |
+2.45%
Apr 2000 - Mar 2020 |
+5.44% |
+11.15%
Apr 1980 - Mar 2000 |
0.00%
0 out of 345 |
Vanguard LifeStrategy Moderate Growth To EUR Portfolio: ETF allocation and returns