HomePortfoliosDGXU

DGXU

Created byuser-bxr4h1
None Rebalancing
EUR
Moderate Risk
0.7yr backtest

Performance Summary

Total Return+11.29%
Annualized Return+16.55%
Volatility+15.93%
Sharpe Ratio0.91
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 €11,128.61
Histogram of Monthly Returns
The portfolio had a positive return during 7 of the 10 months (70%)
Monthly Returns Heatmap
Best month: +4.9% • Worst month: -8.6% • Best year: 2026 (+5.6%) • Worst year: 2025 (+5.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.2%+2.6%-8.6%+4.9%+4.7%-1.6%------+5.6%
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
+11.29%
Annualized Return
+16.55%
Avg Monthly Return
+1.15%
Risk
Volatility (Annual)
+15.93%
Max Drawdown
+9.61%
Positive Months
70%
Average Drawdown
-2.4%
Risk-Adjusted
Sharpe Ratio
0.91
Risk-free rate: 2.0%
Sortino Ratio
0.96
Downside risk adjusted
Return/Volatility
1.04
Calmar Ratio
1.72
Return/Max Drawdown
Ulcer Index
3.03
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,128.61
Backtest Period
2025-09-23 to 2026-06-05
0.7 years
Rebalancing
none
Base Currency
EUR