Home PortfoliosCushioned Growth Quarterly 1

Cushioned Growth Quarterly 1

Created byuser-jb4tpw

Quarterly Rebalancing

GBP

Low Risk

1.3yr backtest

Performance Summary

Total Return+37.02%

Annualized Return+28.00%

Volatility+8.70%

Sharpe Ratio2.99

Max Drawdown+6.78%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A diversified global equity ETF portfolio with core allocations to US, ex-US, and managed futures strategies for balanced growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WEXU.LSE Amundi MSCI World Ex USA UCITS ETF Acc • IE00085PWS28	IE00085PWS28	Acc	ETF	40.0%	0.15%
DBMG.LSE iMGP DBi Managed Futures Fund R USD UCITS ETF • LU2951555585	LU2951555585	Acc	ETF	30.0%	0.75%
USEE.LSE iShares US Equity Enhanced Active UCITS ETF USD (Acc) • IE0009VWHAE6	IE0009VWHAE6	Acc	ETF	30.0%	0.2%
Total		Total			100.0%	0.34%

Performance

Portfolio Value Over Time

Starting with £10,000 investment → now worth £13,702.24

Histogram of Monthly Returns

The portfolio had a positive return during 15 of the 17 months (88%)

Monthly Returns Heatmap

Best month: +6.0% • Worst month: -5.3% • Best year: 2025 (+20.9%) • Worst year: 2026 (+13.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.6%	+6.0%	-5.3%	+3.5%	+4.3%	+1.3%	-0.9%	+2.6%	-	-	-	-	+13.3%
2025	-	-	-	+0.4%	+3.3%	+1.6%	+3.6%	+0.6%	+4.0%	+5.1%	+0.3%	+0.4%	+20.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +6.78% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -6.8%.

Detailed Metrics

Returns

Total Return

+37.02%

Annualized Return

+28.00%

Avg Monthly Return

+1.90%

Risk

Volatility (Annual)

+8.70%

Max Drawdown

+6.78%

Positive Months

88%

Average Drawdown

-1.3%

Risk-Adjusted

Sharpe Ratio

2.99

Risk-free rate: 2.0%

Sortino Ratio

2.70

Downside risk adjusted

Return/Volatility

3.22

Calmar Ratio

4.13

Return/Max Drawdown

Ulcer Index

1.54

Drawdown depth & duration

Martin Ratio

0.17

Return/Ulcer Index

Backtest Configuration

Initial Investment

£10,000

Final Value

£13,702.24

Backtest Period

2025-04-28 to 2026-08-07
1.3 years

Rebalancing

quarterly

Base Currency

GBP