HomePortfoliosGolden Butterfly USA

Golden Butterfly USA

Created byuser-moch98
Optimize
None Rebalancing
EUR
Moderate Risk
Multi-currency
15.6yr backtest

Performance Summary

Total Return+322.71%
Annualized Return+9.66%
Volatility+13.06%
Sharpe Ratio0.59
Max Drawdown+21.63%

Holdings

Asset Allocation

Asset Class

Bonds 40.0%Equity 40.0%Precious Metals 20.0%
Holdings Details
Diversified ETF portfolio with 40% bonds, 40% US equities, and 20% gold for balanced growth and stability across asset classes.
AssetTypeAllocationTER
SGOL.US
abrdn Physical Gold Shares ETF • US00326A1043
ETF
20.0%0.17%
VGSH.US
Vanguard Short-Term Treasury Index Fund ETF Shares • US92206C1027
ETF
20.0%0.04%
VGLT.US
Vanguard Long-Term Treasury Index Fund ETF Shares • US92206C8477
ETF
20.0%0.04%
VIOV.US
Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares • US9219327783
ETF
20.0%0.15%
VTI.US
Vanguard Total Stock Market Index Fund ETF Shares • US9229087690
ETF
20.0%0.03%
Total100.0%0.09%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €42,270.86
Histogram of Monthly Returns
The portfolio had a positive return during 111 of the 188 months (59%)
Monthly Returns Heatmap
Best month: +8.6% • Worst month: -9.3% • Best year: 2021 (+23.9%) • Worst year: 2022 (-10.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.7%+3.5%-3.5%+4.8%--------+7.4%
2025+2.9%-1.6%-6.5%-5.3%+2.8%-0.6%+3.3%+3.2%+3.4%+3.1%+1.5%-0.8%+5.0%
2024+0.6%+2.6%+3.6%-2.7%+2.0%+1.7%+4.3%-1.0%+0.9%+1.9%+8.6%-2.3%+21.6%
2023+6.2%+0.0%-2.0%-1.7%+1.5%+2.5%+2.5%-1.2%-2.8%-2.4%+4.5%+5.7%+13.0%
2022-3.1%+0.3%+2.0%-2.1%-1.8%-3.9%+8.6%-1.8%-5.9%+5.5%-0.6%-6.7%-10.2%
2021+1.2%+2.9%+5.1%+0.5%+0.7%+3.3%-0.0%+2.1%-1.1%+4.0%+1.0%+2.2%+23.9%
2020+1.5%-3.9%-9.3%+8.0%+1.3%+0.4%-0.7%+2.1%-1.5%-0.1%+4.4%+2.9%+4.1%
2019+6.4%+2.9%+1.1%+2.5%-3.2%+3.1%+3.6%+0.8%+2.3%-0.8%+3.0%-0.1%+23.6%
2018-2.8%-1.1%-0.3%+3.1%+5.7%+0.9%+0.7%+2.0%-1.5%-3.7%+1.4%-5.7%-1.9%
2017-1.0%+4.3%-1.7%-0.7%-3.2%-1.0%-2.1%-0.2%+2.9%+2.3%-0.3%+0.2%-0.6%
2016-1.8%+3.2%-0.6%+1.6%+1.4%+3.1%+3.6%-1.3%-0.0%-1.6%+6.2%+2.0%+16.6%
2015+7.8%+2.4%+4.0%-4.7%+2.4%-2.2%+0.7%-5.9%-0.9%+6.0%+3.3%-4.7%+7.6%
2014+1.4%+2.6%-0.6%-0.8%+2.8%+2.0%-0.5%+5.0%+0.9%+2.8%+2.7%+3.5%+23.9%
2013-1.5%+4.7%+3.6%-3.1%+0.4%-2.8%+2.5%-1.1%-0.3%+2.4%-0.3%-1.3%+2.9%
2012+3.2%-0.9%+0.0%+1.0%+3.6%+0.0%+4.5%-0.1%-0.8%-2.3%+0.3%-1.8%+6.7%
2011-4.9%+3.9%-2.5%-0.8%+2.8%-3.0%+2.5%+2.1%+2.0%+3.1%+2.4%+2.7%+10.3%
2010---------4.9%+0.7%+6.8%+1.5%+3.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.63% • The longest drawdown period lasted for 1 year and 5 months and was between August 2022 and January 2024. It reached a trough of -13.6%.

Dividend Income

Summary
This portfolio contains 4 distributing ETFs (80.0% of total allocation)

Total Dividends Received

€4,946.33

486 payments

Dividend Yield

1.45%

(annualized)

Avg Per Payment

€10.18

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€151.54
2025€595.54
2024€614.57
2023€568.60
2022€366.55
2021€296.55
2020€310.92
2019€341.43
2018€288.47
2017€258.02
2016€239.55
2015€237.53
2014€178.37
2013€148.52
2012€157.23
2011€135.65
2010€57.28
Total€4,946.33

Detailed Metrics

Returns
Total Return
+322.71%
Annualized Return
+9.66%
Avg Monthly Return
+0.82%
Risk
Volatility (Annual)
+13.06%
Max Drawdown
+21.63%
Positive Months
59%
Average Drawdown
-4.4%
Risk-Adjusted
Sharpe Ratio
0.59
Risk-free rate: 2.0%
Sortino Ratio
0.57
Downside risk adjusted
Return/Volatility
0.74
Calmar Ratio
0.45
Return/Max Drawdown
Ulcer Index
5.50
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€42,270.86
Backtest Period
2010-09-09 to 2026-04-30
15.6 years
Rebalancing
none
Base Currency
EUR
Golden Butterfly USA | +9.7% CAGR | ETF Backtest