1-year rolling returns
61.8% of windows made moneyAcross 220 separate 1-year holding periods, the median returned 7.0% a year. The worst lost 42.5% a year and the best made 171.0%.
- Worst window
- -42.5%
- 25th percentile
- -8.4%
- 75th percentile
- 47.6%
- Best window
- 171.0%
Worst start: December 2010 — -42.5% a year for the 1 years that followed.
Best start: March 2009 — 171.0% a year.
Against the Nifty 500: FORTIS came out ahead in 54.1% of the 220 windows both series cover.