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Global Aristocrats Dividend

Global Aristocrats Dividend

Created byuser-xwe79g
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Annual Rebalancing
EUR
Moderate Risk
12.9yr backtest

Performance Summary

Total Return+170.57%
Annualized Return+8.00%
Volatility+14.24%
Sharpe Ratio0.42
Max Drawdown+36.32%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global Aristocrats Dividend ETF portfolio: Diversified EUR-based holdings in top global dividend-paying companies, rebalanced annually.
AssetTypeAllocationTER
SPYD.XETRA
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist) • IE00B6YX5D40
ETF
50.0%0.35%
SPYW.XETRA
State Street SPDR S&P Euro Dividend Aristocrats UCITS ETF EUR • IE00B5M1WJ87
ETF
20.0%0.3%
SPYV.XETRA
State Street SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF USD • IE00B6YX5B26
ETF
10.0%0.55%
ZPRA.XETRA
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD • IE00B9KNR336
ETF
10.0%0.55%
SPYG.XETRA
State Street SPDR S&P UK Dividend Aristocrats UCITS ETF GBP • IE00B6S2Z822
ETF
10.0%0.3%
Total100.0%0.38%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €27,057.03
Histogram of Monthly Returns
The portfolio had a positive return during 96 of the 156 months (62%)
Monthly Returns Heatmap
Best month: +10.6% • Worst month: -15.6% • Best year: 2019 (+25.8%) • Worst year: 2020 (-10.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.3%+5.5%-4.7%+2.1%--------+6.0%
2025+3.3%+1.7%-3.2%-3.7%+3.6%-1.1%+3.0%+0.2%-0.6%+1.1%+1.4%-0.4%+5.2%
2024+1.2%+1.1%+3.9%-0.7%+1.3%+0.3%+3.6%+0.7%+1.5%-0.6%+4.4%-3.9%+13.3%
2023+2.7%+0.6%-2.5%+1.1%-2.5%+2.1%+3.5%-2.4%-2.3%-3.7%+4.6%+4.0%+5.0%
2022-2.1%-1.1%+2.8%+1.9%-1.7%-4.6%+7.0%-1.6%-7.1%+5.0%+3.7%-3.5%-2.3%
2021+0.9%+3.7%+8.1%+0.5%+0.8%+1.1%+0.8%+1.8%-2.8%+2.8%+0.1%+5.3%+25.2%
2020-2.4%-8.9%-15.6%+8.7%+0.4%+0.7%-2.6%+3.0%-1.4%-1.8%+10.6%+0.8%-10.7%
2019+7.2%+3.5%+1.7%+2.2%-4.1%+3.2%+1.8%-2.0%+4.7%+0.5%+3.0%+1.9%+25.8%
2018-0.8%-2.4%-1.4%+3.0%+3.0%-0.0%+2.6%-0.1%-0.2%-2.7%+2.8%-7.1%-3.9%
2017-1.3%+4.8%+1.1%-0.3%-1.1%-1.4%-1.5%-1.0%+1.8%+2.8%+0.3%+1.5%+5.5%
2016-3.8%+2.7%+2.6%+0.1%+3.0%+0.9%+3.9%-0.2%-1.1%-0.8%+4.0%+2.9%+14.8%
2015+6.2%+4.7%+2.5%-1.6%+0.9%-4.1%+1.8%-7.5%-2.4%+9.0%+3.2%-3.9%+7.8%
2014-2.3%+2.7%+0.6%+1.3%+3.3%+0.9%-0.9%+3.7%-0.2%+2.8%+3.1%+1.7%+17.8%
2013-----3.1%-3.5%+3.3%-2.5%+1.7%+4.7%+0.2%-0.1%+0.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +36.32% • The longest drawdown period lasted for 1 year and 6 months and was between August 2022 and February 2024. It reached a trough of -12.2%.

Dividend Income

Summary
This portfolio contains 5 distributing ETFs (100.0% of total allocation)

Total Dividends Received

€6,196.88

154 payments

Dividend Yield

2.78%

(annualized)

Avg Per Payment

€40.24

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€191.00
2025€762.70
2024€654.20
2023€625.28
2022€602.28
2021€533.76
2020€457.21
2019€481.62
2018€408.92
2017€367.73
2016€288.78
2015€354.78
2014€298.49
2013€170.13
Total€6,196.88

Detailed Metrics

Returns
Total Return
+170.57%
Annualized Return
+8.00%
Avg Monthly Return
+0.70%
Risk
Volatility (Annual)
+14.24%
Max Drawdown
+36.32%
Positive Months
62%
Average Drawdown
-4.8%
Risk-Adjusted
Sharpe Ratio
0.42
Risk-free rate: 2.0%
Sortino Ratio
0.39
Downside risk adjusted
Return/Volatility
0.56
Calmar Ratio
0.22
Return/Max Drawdown
Ulcer Index
6.88
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€27,057.03
Backtest Period
2013-05-17 to 2026-04-24
12.9 years
Rebalancing
annual
Base Currency
EUR