HomePortfoliosHybrid - Simple 5 (>9years test)

Hybrid - Simple 5 (>9years test)

Created byuser-xsvckd
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Monthly Rebalancing
EUR
Moderate Risk
9.9yr backtest

Performance Summary

Total Return+263.53%
Annualized Return+13.99%
Volatility+14.59%
Sharpe Ratio0.82
Max Drawdown+32.90%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio blending US tech, global dividends, and European and Asian equities for balanced growth.
AssetTypeAllocationTER
TDIV.AS
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
35.0%0.38%
SXRV.XETRA
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
30.0%0.3%
SPYI.XETRA
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66
ETF
25.0%0.17%
EXSA.F
iShares STOXX Europe 600 UCITS ETF (DE) • DE0002635307
ETF
5.0%0.2%
CEBL.XETRA
iShares MSCI EM Asia UCITS ETF (Acc) • IE00B5L8K969
ETF
5.0%0.2%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €36,352.67
Histogram of Monthly Returns
The portfolio had a positive return during 82 of the 120 months (68%)
Monthly Returns Heatmap
Best month: +10.5% • Worst month: -11.1% • Best year: 2019 (+30.0%) • Worst year: 2022 (-9.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.9%+2.6%-3.7%+1.6%--------+2.4%
2025+4.4%-0.3%-6.1%-3.6%+6.3%+0.8%+4.3%+0.1%+2.7%+4.4%+0.4%+1.3%+15.0%
2024+2.5%+2.5%+3.9%-1.4%+2.1%+3.6%+0.4%-0.8%+2.3%+0.3%+5.4%+0.1%+22.8%
2023+6.0%+1.1%+0.2%+0.1%+3.1%+3.5%+3.0%-1.2%-0.7%-3.7%+5.8%+4.5%+23.5%
2022-1.9%-2.0%+4.3%-2.1%-1.8%-6.5%+8.2%-1.4%-6.0%+3.5%+2.1%-4.8%-9.1%
2021+1.5%+2.6%+5.9%+1.1%-0.3%+4.5%+1.0%+2.8%-1.9%+4.0%+1.1%+4.4%+29.8%
2020+0.1%-7.8%-11.1%+9.2%+1.8%+3.5%-0.7%+6.4%-1.7%-2.6%+10.5%+2.2%+7.8%
2019+7.7%+3.5%+3.2%+3.6%-6.1%+4.1%+3.1%-2.4%+3.8%+0.9%+3.9%+2.0%+30.0%
2018+2.0%-1.6%-3.9%+3.6%+3.4%+0.2%+2.6%+1.8%+0.7%-4.9%-0.1%-7.5%-4.4%
2017+0.5%+4.6%+1.1%-0.5%-0.2%-1.8%-0.3%-0.5%+2.6%+3.4%-0.4%+1.0%+9.7%
2016----+3.4%-1.7%+5.1%+0.9%+0.4%+1.1%+4.3%+2.9%+17.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +32.90% • The longest drawdown period lasted for 9 months and was between February 2020 and December 2020. It reached a trough of -32.9%.

Dividend Income

Summary
This portfolio contains 2 distributing ETFs (40.0% of total allocation)

Total Dividends Received

€3,130.93

80 payments

Dividend Yield

1.60%

(annualized)

Avg Per Payment

€39.14

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€56.10
2025€478.67
2024€462.69
2023€452.27
2022€369.96
2021€324.54
2020€241.64
2019€253.22
2018€230.87
2017€214.84
2016€46.11
Total€3,130.93

Detailed Metrics

Returns
Total Return
+263.53%
Annualized Return
+13.99%
Avg Monthly Return
+1.14%
Risk
Volatility (Annual)
+14.59%
Max Drawdown
+32.90%
Positive Months
68%
Average Drawdown
-3.8%
Risk-Adjusted
Sharpe Ratio
0.82
Risk-free rate: 2.0%
Sortino Ratio
0.75
Downside risk adjusted
Return/Volatility
0.96
Calmar Ratio
0.43
Return/Max Drawdown
Ulcer Index
5.36
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€36,352.67
Backtest Period
2016-05-23 to 2026-04-02
9.9 years
Rebalancing
monthly
Base Currency
EUR