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.
Showing a starter set (Classic stock/bond mixes) so you can see a chart straight away.
1Pick up to five portfolios
Tap a card’s + Add button to add it, or start with a quick-start set:
Quick start:
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
5 of 5 selected. Remove one above to add another.
No portfolio matches this search.
Loading return series…
2Choose currency & period
More options: custom months, exchange
3See the comparison
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. The historical figures come from proxy ETF prices (one long-history ETF per building block, with substitutes where needed, e.g. USD bond funds for SGD and a US-only fund for small-cap value), not from these exact funds; 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 proxy ETF prices with monthly rebalancing, after fund fees (already in ETF prices), before broker 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.
