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Core Global Growth

Created byuser-xwe79g
Annual Rebalancing
EUR
Moderate Risk
Multi-currency
0.4yr backtest

Performance Summary

Total Return+10.35%
Annualized Return+27.50%
Volatility+10.10%
Sharpe Ratio2.52
Max Drawdown+4.74%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity ETF portfolio blending dividend leaders, multi-factor strategies, and emerging markets for diversified growth and income.
AssetTypeAllocationTER
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
30.0%0.38%
HWWA.LSE
HSBC Multi-Factor Worldwide Equity UCITS ETF USD • IE00BKZGB098
ETF
20.0%0.25%
WINC.XETRA
iShares World Equity High Income UCITS ETF USD (Dist) • IE000KJPDY61
ETF
15.0%0.35%
LDGL.XETRA
L&G Global Quality Dividends UCITS ETF USD Dist • IE0005AJA0P1
ETF
15.0%0.29%
ASWL.XETRA
Rex Tech Innovation Income & Growth UCITS ETF • IE000OBK3UE0
ETF
10.0%0.65%
HMEF.LSE
HSBC MSCI Emerging Markets UCITS ETF USD • IE00B5SSQT16
ETF
10.0%0.15%
Total100.0%0.34%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,034.66
Histogram of Monthly Returns
The portfolio had a positive return during 4 of the 6 months (67%)
Monthly Returns Heatmap
Best month: +5.8% • Worst month: -3.8% • Best year: 2026 (+10.0%) • Worst year: 2026 (+10.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.7%+4.1%-3.8%+5.8%+4.2%+0.3%------+10.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +4.74% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -4.7%.

Dividend Income

Summary
This portfolio contains 6 distributing ETFs (100.0% of total allocation)

Total Dividends Received

€209.56

17 payments

Dividend Yield

4.98%

(annualized)

Avg Per Payment

€12.33

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€209.57
Total€209.56

Detailed Metrics

Returns
Total Return
+10.35%
Annualized Return
+27.50%
Avg Monthly Return
+1.66%
Risk
Volatility (Annual)
+10.10%
Max Drawdown
+4.74%
Positive Months
67%
Average Drawdown
-1.4%
Risk-Adjusted
Sharpe Ratio
2.52
Risk-free rate: 2.0%
Sortino Ratio
2.53
Downside risk adjusted
Return/Volatility
2.72
Calmar Ratio
5.80
Return/Max Drawdown
Ulcer Index
1.57
Drawdown depth & duration
Martin Ratio
0.16
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,034.66
Backtest Period
2026-01-15 to 2026-06-12
0.4 years
Rebalancing
annual
Base Currency
EUR