HomePortfoliosRE ETF

RE ETF

Created byuser-72edq1
None Rebalancing
EUR
Moderate Risk
12.6yr backtest

Performance Summary

Total Return+81.21%
Annualized Return+4.82%
Volatility+16.26%
Sharpe Ratio0.17
Max Drawdown+41.97%

Holdings

Asset Allocation

Asset Class

Real Estate 100.0%
Holdings Details
Invest in global real estate markets with this 100% ETF portfolio focused on diversified property holdings for stable growth.
AssetTypeAllocationTER
H4ZL.XETRA
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD • IE00B5L01S80
ETF
100.0%0.24%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €18,121.32
Histogram of Monthly Returns
The portfolio had a positive return during 92 of the 153 months (60%)
Monthly Returns Heatmap
Best month: +12.4% • Worst month: -22.3% • Best year: 2021 (+36.9%) • Worst year: 2022 (-20.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.7%+8.8%-7.1%+5.6%+0.9%-------+8.4%
2025+2.5%+1.4%-5.5%-4.6%+2.1%-3.1%+1.8%+1.2%+0.3%+0.5%+1.1%-2.2%-4.6%
2024-2.9%-1.2%+3.5%-5.2%+0.8%+1.9%+5.1%+2.5%+2.6%-2.1%+5.0%-7.0%+2.3%
2023+5.8%-0.1%-7.0%+1.0%-1.3%+0.4%+3.4%-1.7%-3.5%-6.0%+7.1%+9.1%+6.1%
2022-5.6%-0.7%+5.9%-0.4%-7.1%-6.4%+9.8%-3.8%-10.3%+0.8%+1.7%-4.5%-20.2%
2021+0.6%+4.8%+5.8%+2.6%+0.8%+4.4%+3.2%+2.0%-3.5%+5.7%+1.0%+4.7%+36.9%
2020+2.1%-7.9%-22.3%+5.9%+0.1%+1.7%-4.0%+3.0%-0.7%-3.9%+11.3%+0.1%-17.0%
2019+10.4%+1.2%+4.6%-1.3%+0.1%-0.3%+2.9%+2.5%+3.6%-0.1%+0.4%-1.8%+23.9%
2018-4.4%-4.1%+1.5%+3.9%+5.4%+1.3%+0.6%+1.4%-2.4%-0.4%+2.9%-6.0%-0.8%
2017-1.3%+5.0%-2.3%-0.9%-2.4%-0.4%-2.0%-0.0%+0.1%+0.9%+0.7%+0.8%-2.3%
2016-4.5%+1.3%+3.4%-1.4%+3.5%+3.4%+5.2%-2.6%-1.2%-4.1%+0.9%+2.8%+6.4%
2015+12.4%-0.6%+4.9%-5.5%+0.3%-5.9%+4.9%-6.9%+0.8%+6.9%+2.5%-2.2%+10.3%
2014+1.2%+2.6%-1.2%+3.8%+5.0%+1.1%+2.8%+3.0%-2.9%+4.9%+4.3%+3.2%+31.2%
2013---------0.2%+2.1%-3.6%-1.8%-3.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +41.97% • The longest drawdown period lasted for 4 years and was between April 2022 and May 2026. It reached a trough of -30.1%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (100.0% of total allocation)

Total Dividends Received

€4,357.15

38 payments

Dividend Yield

2.23%

(annualized)

Avg Per Payment

€114.66

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
2023€442.28
2022€572.74
2021€436.93
2020€454.65
2019€515.72
2018€463.64
2017€437.83
2016€430.89
2015€366.83
2014€235.65
Total€4,357.15

Detailed Metrics

Returns
Total Return
+81.21%
Annualized Return
+4.82%
Avg Monthly Return
+0.49%
Risk
Volatility (Annual)
+16.26%
Max Drawdown
+41.97%
Positive Months
60%
Average Drawdown
-11.2%
Risk-Adjusted
Sharpe Ratio
0.17
Risk-free rate: 2.0%
Sortino Ratio
0.16
Downside risk adjusted
Return/Volatility
0.30
Calmar Ratio
0.11
Return/Max Drawdown
Ulcer Index
13.70
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€18,121.32
Backtest Period
2013-09-27 to 2026-05-11
12.6 years
Rebalancing
none
Base Currency
EUR