HomePortfoliosDGXU

DGXU

Created byuser-bxr4h1
None Rebalancing
EUR
Moderate Risk
0.6yr backtest

Performance Summary

Total Return+9.25%
Annualized Return+14.81%
Volatility+15.70%
Sharpe Ratio0.82
Max Drawdown+9.61%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in global dividend growth outside the US. This portfolio holds a single ETF for diversified, high-quality international equity exposure.
AssetTypeAllocationTER
DGXU.XETRA
WisdomTree Global Ex-USA Quality Dividend Growth UCITS ETF EUR Acc • IE000X7DRW38
ETF
100.0%0.3%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,925.22
Histogram of Monthly Returns
The portfolio had a positive return during 7 of the 9 months (78%)
Monthly Returns Heatmap
Best month: +4.9% • Worst month: -8.6% • Best year: 2025 (+5.4%) • Worst year: 2026 (+3.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.2%+2.6%-8.6%+4.9%+1.1%-------+3.7%
2025---------0.3%+2.9%+0.0%+2.7%+5.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.61% • The longest drawdown period lasted for 2 months and was between February 2026 and May 2026. It reached a trough of -9.6%.

Detailed Metrics

Returns
Total Return
+9.25%
Annualized Return
+14.81%
Avg Monthly Return
+1.06%
Risk
Volatility (Annual)
+15.70%
Max Drawdown
+9.61%
Positive Months
78%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
0.82
Risk-free rate: 2.0%
Sortino Ratio
0.87
Downside risk adjusted
Return/Volatility
0.94
Calmar Ratio
1.54
Return/Max Drawdown
Ulcer Index
3.12
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,925.22
Backtest Period
2025-09-23 to 2026-05-15
0.6 years
Rebalancing
none
Base Currency
EUR