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LDGL

LDGL

Created byuser-tb2zpn
None Rebalancing
EUR
Moderate Risk
0.8yr backtest
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Performance Summary

Total Return+13.99%
Annualized Return+19.07%
Volatility+12.06%
Sharpe Ratio1.42
Max Drawdown+7.51%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A focused ETF portfolio built entirely on the L&G Global Quality Dividends fund, targeting high-quality global stocks with reliable dividend income.
AssetTypeAllocationTER
LDGL.XETRA
L&G Global Quality Dividends UCITS ETF USD Dist • IE0005AJA0P1
ETF
100.0%0.29%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,399.17
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 10 months (80%)
Monthly Returns Heatmap
Best month: +7.5% • Worst month: -5.9% • Best year: 2026 (+14.0%) • Worst year: 2026 (+14.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.2%+7.5%-5.9%+4.0%+1.8%+2.5%+2.8%+1.0%-1.7%+1.4%--+14.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.51% • The longest drawdown period lasted for 2 months and was between February 2026 and May 2026. It reached a trough of -7.5%.

Dividend Income

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

Total Dividends Received

€265.81

8 payments

Dividend Yield

3.26%

(annualized)

Avg Per Payment

€33.23

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€265.83
Total€265.81

Detailed Metrics

Returns
Total Return
+13.99%
Annualized Return
+19.07%
Avg Monthly Return
+1.38%
Risk
Volatility (Annual)
+12.06%
Max Drawdown
+7.51%
Positive Months
80%
Average Drawdown
-2.0%
Risk-Adjusted
Sharpe Ratio
1.42
Risk-free rate: 2.0%
Sortino Ratio
1.36
Downside risk adjusted
Return/Volatility
1.58
Calmar Ratio
2.54
Return/Max Drawdown
Ulcer Index
2.24
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,399.17
Backtest Period
2026-01-15 to 2026-10-16
0.8 years
Rebalancing
none
Base Currency
EUR