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Growing Dividend

Created byuser-y33i67
Optimize
None Rebalancing
EUR
Moderate Risk
14.2yr backtest

Performance Summary

Total Return+55.41%
Annualized Return+3.15%
Volatility+19.61%
Sharpe Ratio0.06
Max Drawdown+59.33%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio blending European dividend aristocrats and global consumer staples equities for stable growth.
AssetTypeAllocationTER
SPYW.XETRA
State Street SPDR S&P Euro Dividend Aristocrats UCITS ETF EUR • IE00B5M1WJ87
ETF
50.0%0.3%
COSW.PA
Lyxor MSCI World Consumer Staples TR UCITS ETF - Acc (EUR) • LU0533032263
ETF
50.0%0.3%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €15,541.43
Histogram of Monthly Returns
The portfolio had a positive return during 103 of the 171 months (60%)
Monthly Returns Heatmap
Best month: +9.2% • Worst month: -55.4% • Best year: 2019 (+24.0%) • Worst year: 2023 (-50.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.4%+7.8%-5.1%+3.5%-1.3%-------+4.9%
2025+5.4%+2.9%+0.5%+3.5%+3.9%-1.9%+0.3%+0.3%-0.4%+1.3%+1.2%+1.1%+19.4%
2024+1.3%-0.0%+3.6%+0.1%+4.8%-3.0%+3.6%+1.8%-1.5%-0.4%-0.5%-1.5%+8.3%
2023+2.1%+1.1%+0.9%+3.4%-3.4%-55.4%+2.4%-0.6%-2.7%-2.8%+7.4%+3.0%-50.5%
2022-2.7%-2.4%+1.4%+4.3%-4.2%-4.1%+5.8%-2.3%-5.4%+5.2%+3.4%-3.1%-5.0%
2021-2.1%-0.7%+8.6%+0.1%+2.1%+1.5%+2.0%+1.6%-3.1%+2.5%-0.4%+5.6%+18.5%
2020-0.1%-8.8%-10.5%+6.5%+1.2%+0.5%-0.2%+2.4%-0.7%-5.0%+8.7%+1.0%-6.5%
2019+5.3%+2.5%+3.5%+2.6%-2.2%+3.0%+0.9%+1.1%+3.2%-1.0%+2.1%+0.9%+24.0%
2018-0.8%-4.5%-0.8%+2.7%+1.0%+1.6%+2.4%-1.5%-1.7%-0.2%+0.7%-5.8%-7.1%
2017-1.5%+5.0%+2.6%+1.1%+2.4%-3.7%-1.2%-0.9%-0.4%+2.6%+0.6%+0.5%+7.0%
2016-1.9%-0.2%+1.5%-0.4%+3.2%-0.4%+2.1%+0.1%-0.9%+0.2%-1.9%+4.5%+5.8%
2015+8.8%+4.7%+2.0%-2.2%+1.0%-3.8%+5.2%-6.9%-2.3%+9.2%+2.6%-2.5%+15.6%
2014-2.5%+3.9%+0.3%+2.5%+3.5%-0.6%-2.9%+2.6%-0.8%+1.2%+4.9%-0.3%+12.1%
2013+1.8%+3.8%+3.2%+2.0%+0.5%-3.1%+4.4%-2.5%+0.9%+6.0%+0.6%-0.3%+18.1%
2012--+1.7%-1.4%-1.3%+3.5%+4.0%+1.1%-0.9%+1.3%+2.1%+0.2%+10.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +59.33% • The longest drawdown period lasted for 3 years and was between May 2023 and May 2026. It reached a trough of -59.3%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (50.0% of total allocation)

Total Dividends Received

€4,347.72

28 payments

Dividend Yield

1.80%

(annualized)

Avg Per Payment

€155.28

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€80.46
2025€569.48
2024€428.31
2023€356.71
2022€328.61
2021€287.36
2020€274.27
2019€315.76
2018€309.01
2017€285.27
2016€242.21
2015€226.46
2014€239.34
2013€237.90
2012€166.58
Total€4,347.72

Detailed Metrics

Returns
Total Return
+55.41%
Annualized Return
+3.15%
Avg Monthly Return
+0.46%
Risk
Volatility (Annual)
+19.61%
Max Drawdown
+59.33%
Positive Months
60%
Average Drawdown
-14.1%
Risk-Adjusted
Sharpe Ratio
0.06
Risk-free rate: 2.0%
Sortino Ratio
0.04
Downside risk adjusted
Return/Volatility
0.16
Calmar Ratio
0.05
Return/Max Drawdown
Ulcer Index
22.51
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€15,541.43
Backtest Period
2012-03-01 to 2026-05-15
14.2 years
Rebalancing
none
Base Currency
EUR