Pick up to five core or specialty portfolios. Every line is computed in the same base currency over the same months, next to a global-equity benchmark in that currency. Columns appear in the order you add them; nothing is scored or ranked.
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Choose up to five portfolios
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Broad market-cap-weighted mixes of global equity and bonds, optionally with one small sleeve (gold, commodities, small caps, short-term bonds).
Equity
Bonds
Gold
Real estate
Other
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Growth of 10,000 USD
Drawdown from previous peak
Figures over the same period
Annualised return (compound) is shown for periods of 12 months or more. Volatility is the annualised standard deviation of monthly returns. Max drawdown is the largest month-end fall from a previous peak.
Best / worst calendar year uses full calendar years inside the period only.
Return ÷ volatility is annualised return divided by volatility. It is not a Sharpe ratio: no risk-free rate is subtracted, because the site has no cash-rate series for all five currencies.
Weighted TER uses the first-listed fund per building block in the neutral cost order for this base currency (and exchange, if chosen), with the hedging and share-class settings saved from the explorer. Index proxies, not these exact funds, produce the historical figures; see the methodology.
vs benchmark is the simple difference to the global-equity benchmark in percentage points. A positive or negative figure is a description of this past period, not a judgement.
Past performance does not predict future returns. Figures are historical, simulated from index proxies with monthly rebalancing, before trading costs and taxes, and they depend strongly on the period and currency chosen. This comparison is information only, not investment advice or a recommendation, and it does not take your circumstances into account.
