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US Growth

Created byuser-r2wv47
Optimize
None Rebalancing
USD
High Risk
18.1yr backtest

Performance Summary

Total Return+717.72%
Annualized Return+12.33%
Volatility+23.82%
Sharpe Ratio0.43
Max Drawdown+58.07%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A US-focused growth portfolio with global diversification through ETFs like ACWI and IVV plus a major healthcare stock holding.
AssetTypeAllocationTER
ACWI.US
iShares MSCI ACWI ETF • US4642882579
ETF
43.0%0.32%
NVO.US
Novo Nordisk A/S • US6701002056
STOCK
32.0%-
IVV.US
iShares Core S&P 500 ETF • US4642872000
ETF
25.0%0.03%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $81,771.61
Histogram of Monthly Returns
The portfolio had a positive return during 134 of the 218 months (61%)
Monthly Returns Heatmap
Best month: +14.3% • Worst month: -22.9% • Best year: 2021 (+49.7%) • Worst year: 2008 (-29.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.8%-22.9%-1.8%+12.7%---------5.5%
2025-0.6%+5.1%-17.6%-1.8%+7.1%-0.9%-21.1%+14.3%+0.2%-5.8%-0.1%+2.0%-22.1%
2024+8.9%+4.5%+7.1%-0.1%+5.3%+5.0%-5.7%+5.1%-11.5%-5.1%-2.5%-15.6%-7.6%
2023+3.6%+0.5%+11.3%+4.9%-3.2%+2.1%+0.4%+11.9%-2.6%+4.5%+6.1%+2.2%+49.0%
2022-8.9%+1.0%+6.9%-0.2%-2.1%-1.8%+5.3%-6.6%-7.0%+8.7%+12.3%+4.9%+10.5%
2021-0.5%+2.4%-1.0%+8.6%+4.4%+4.5%+7.2%+6.8%-4.1%+11.8%-2.5%+4.6%+49.7%
2020+2.7%-5.9%-2.0%+8.3%+4.4%+0.4%+1.9%+4.2%+1.8%-5.9%+7.5%+4.1%+22.6%
2019+4.6%+3.5%+5.6%-1.2%-4.8%+7.5%-3.2%+5.1%+0.4%+5.0%+2.2%+3.1%+30.8%
2018+4.4%-5.9%-2.5%-1.6%+1.3%-1.8%+6.0%+1.3%-2.1%-7.8%+5.1%-4.2%-8.6%
2017+1.6%+0.3%-0.1%+8.3%+5.9%+1.0%+0.5%+8.2%+1.5%+2.9%+3.4%+2.7%+42.1%
2016-4.3%-5.4%+8.8%+2.2%+0.6%-2.5%+5.1%-10.2%-6.3%-9.0%-1.8%+4.4%-18.6%
2015+2.1%+6.5%+8.5%+4.1%+0.4%-3.0%+5.6%-6.3%-2.4%+1.7%+2.0%+2.8%+23.2%
2014+2.0%+13.3%-1.0%+1.5%-3.2%+5.7%-0.4%+1.2%+1.1%-2.4%+1.2%-4.6%+14.1%
2013+9.1%-2.7%-2.2%+7.8%-4.6%-3.5%+7.5%-1.8%+2.8%+1.2%+4.8%+2.9%+21.9%
2012+4.3%+11.1%+1.3%+3.9%-8.5%+6.8%+3.9%+2.1%+1.3%+0.4%+0.0%+2.5%+31.7%
2011+1.1%+7.3%-0.1%+3.9%-1.4%-1.2%-2.4%-9.6%-7.9%+9.0%+2.8%+0.7%+0.6%
2010-1.1%+3.6%+7.8%+3.9%-7.8%-0.1%+7.4%-2.6%+11.9%+5.0%-3.1%+10.1%+38.4%
2009-5.4%-9.6%+7.1%+7.0%+9.0%+1.0%+8.1%+3.7%+4.0%-2.0%+6.3%-0.4%+30.4%
2008--+0.8%+4.3%-0.9%-5.4%-2.8%-4.3%-10.1%-11.1%-6.9%+2.8%-29.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +58.07% • The longest drawdown period lasted for 2 years and 2 months and was between May 2008 and August 2010. It reached a trough of -49.1%.

Dividend Income

Summary
This portfolio contains 2 distributing ETFs (68.0% of total allocation)

Total Dividends Received

$15,784.26

141 payments

Dividend Yield

2.02%

(annualized)

Avg Per Payment

$111.95

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$1,374.57
2025$2,188.08
2024$1,880.74
2023$1,424.37
2022$1,131.57
2021$1,056.48
2020$896.64
2019$927.70
2018$772.50
2017$739.60
2016$823.30
2015$541.50
2014$535.62
2013$418.01
2012$349.05
2011$277.81
2010$217.12
2009$161.72
2008$67.91
Total$15,784.26

Detailed Metrics

Returns
Total Return
+717.72%
Annualized Return
+12.33%
Avg Monthly Return
+1.15%
Risk
Volatility (Annual)
+23.82%
Max Drawdown
+58.07%
Positive Months
61%
Average Drawdown
-11.3%
Risk-Adjusted
Sharpe Ratio
0.43
Risk-free rate: 2.0%
Sortino Ratio
0.41
Downside risk adjusted
Return/Volatility
0.52
Calmar Ratio
0.21
Return/Max Drawdown
Ulcer Index
16.50
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$81,771.61
Backtest Period
2008-03-28 to 2026-04-24
18.1 years
Rebalancing
none
Base Currency
USD