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DGXU

Created byuser-bxr4h1
FIRE Projection
None Rebalancing
EUR
Moderate Risk
0.9yr backtest

Performance Summary

Total Return+17.93%
Annualized Return+19.01%
Volatility+15.55%
Sharpe Ratio1.09
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 €11,792.62
Histogram of Monthly Returns
The portfolio had a positive return during 10 of the 13 months (77%)
Monthly Returns Heatmap
Best month: +4.9% • Worst month: -8.6% • Best year: 2026 (+11.9%) • Worst year: 2025 (+5.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.2%+2.6%-8.6%+4.9%+4.7%+2.2%-0.3%+1.8%+0.4%---+11.9%
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
+17.93%
Annualized Return
+19.01%
Avg Monthly Return
+1.33%
Risk
Volatility (Annual)
+15.55%
Max Drawdown
+9.61%
Positive Months
77%
Average Drawdown
-2.1%
Risk-Adjusted
Sharpe Ratio
1.09
Risk-free rate: 2.0%
Sortino Ratio
1.12
Downside risk adjusted
Return/Volatility
1.22
Calmar Ratio
1.98
Return/Max Drawdown
Ulcer Index
2.68
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,792.62
Backtest Period
2025-09-23 to 2026-09-04
0.9 years
Rebalancing
none
Base Currency
EUR