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Fidelity Global Quality Income

Created byuser-xatiz6
None Rebalancing
EUR
Moderate Risk
Multi-currency
9.5yr backtest
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Performance Summary

Total Return+184.36%
Annualized Return+11.58%
Volatility+15.78%
Sharpe Ratio0.61
Max Drawdown+35.01%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A focused ETF portfolio of 100% global quality dividend equities, delivering worldwide income and long-term growth in one diversified holding.
AssetTypeAllocationTER
FGQI.LSE
Fidelity Global Quality Income UCITS ETF INC-USD • IE00BYXVGZ48
ETF
100.0%0.4%
Total100.0%0.40%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €28,435.89
Histogram of Monthly Returns
The portfolio had a positive return during 74 of the 115 months (64%)
Monthly Returns Heatmap
Best month: +8.8% • Worst month: -11.4% • Best year: 2021 (+31.3%) • Worst year: 2022 (-5.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.0%+3.9%-5.5%+6.8%+4.0%+2.3%+0.4%+2.8%+0.2%+2.2%--+19.2%
2025+2.8%-0.8%-7.7%-4.2%+5.2%-0.9%+4.3%+1.7%+1.8%+3.1%+2.0%-0.4%+6.3%
2024+3.5%+1.7%+3.4%-2.1%+0.9%+3.8%+1.4%-0.1%+0.8%+0.2%+5.6%-1.8%+18.6%
2023+3.1%+0.5%-0.8%+0.4%+0.0%+3.8%+2.8%-0.7%-1.7%-3.7%+5.5%+4.8%+14.5%
2022-3.5%-0.6%+4.7%-1.5%-2.0%-5.7%+8.7%-1.6%-5.7%+5.4%+1.0%-3.6%-5.2%
2021+0.7%+2.8%+8.2%+0.7%+0.8%+2.6%+1.6%+2.1%-1.5%+4.3%+0.7%+4.9%+31.3%
2020+1.1%-9.7%-11.4%+8.8%+2.5%+1.0%-2.2%+6.6%-1.5%-2.8%+7.7%+3.0%+1.0%
2019+6.4%+4.6%+2.2%+3.4%-4.0%+3.6%+4.1%-2.3%+4.6%-0.1%+4.2%+0.7%+30.5%
2018-0.5%-1.5%-2.8%+3.9%+2.9%+0.9%+2.4%+1.0%+0.8%-4.2%+0.9%-7.0%-3.5%
2017----0.1%-1.1%-1.5%-0.6%-0.6%+3.2%+4.0%-0.3%+1.4%+4.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +35.01% • The longest drawdown period lasted for 12 months and was between February 2020 and February 2021. It reached a trough of -35.0%.
When could this portfolio get you to financial independence?

Fidelity Global Quality Income returned +11.58% a year over the 10 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Dividend Income

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

Total Dividends Received

€3,768.91

38 payments

Dividend Yield

2.42%

(annualized)

Avg Per Payment

€99.18

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€361.20
2025€446.68
2024€495.71
2023€513.77
2022€456.82
2021€415.24
2020€344.47
2019€304.25
2018€270.38
2017€160.39
Total€3,768.91

Detailed Metrics

Returns
Total Return
+184.36%
Annualized Return
+11.58%
Avg Monthly Return
+0.98%
Risk
Volatility (Annual)
+15.78%
Max Drawdown
+35.01%
Positive Months
64%
Average Drawdown
-4.3%
Risk-Adjusted
Sharpe Ratio
0.61
Risk-free rate: 2.0%
Sortino Ratio
0.58
Downside risk adjusted
Return/Volatility
0.73
Calmar Ratio
0.33
Return/Max Drawdown
Ulcer Index
6.02
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€28,435.89
Backtest Period
2017-04-03 to 2026-10-16
9.5 years
Rebalancing
none
Base Currency
EUR