HomePortfoliosDGXU

DGXU

Created byuser-bxr4h1
None Rebalancing
EUR
Moderate Risk
0.5yr backtest

Performance Summary

Total Return+5.34%
Annualized Return+10.47%
Volatility+14.13%
Sharpe Ratio0.60
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 €10,534.4
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 8 months (75%)
Monthly Returns Heatmap
Best month: +4.2% • Worst month: -8.6% • Best year: 2025 (+5.4%) • Worst year: 2026 (-0.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.2%+2.6%-8.6%+2.3%---------0.0%
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 1 month and was between February 2026 and April 2026. It reached a trough of -9.6%.

Detailed Metrics

Returns
Total Return
+5.34%
Annualized Return
+10.47%
Avg Monthly Return
+0.73%
Risk
Volatility (Annual)
+14.13%
Max Drawdown
+9.61%
Positive Months
75%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
0.60
Risk-free rate: 2.0%
Sortino Ratio
0.55
Downside risk adjusted
Return/Volatility
0.74
Calmar Ratio
1.09
Return/Max Drawdown
Ulcer Index
3.04
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,534.4
Backtest Period
2025-09-23 to 2026-04-02
0.5 years
Rebalancing
none
Base Currency
EUR