HomePortfoliosVanguard FTSE Global All-Cap UCITS ETF (USD) Accumulating + ESG

Vanguard FTSE Global All-Cap UCITS ETF (USD) Accumulating + ESG

Created byuser-sdaa7n
Quarterly Rebalancing
EUR
Low Risk
0.2yr backtest
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Performance Summary

Total Return+2.68%
Annualized Return+18.50%
Volatility+9.97%
Sharpe Ratio1.65
Max Drawdown+2.28%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global ESG and all-cap ETF portfolio: 70% sustainable equities, 30% broad global stocks for diversified, long-term growth.
AssetTypeAllocationTER
V3AA.XETRA
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating • IE00BNG8L278
ETF
70.0%0.24%
VGLA.XETRA
Vanguard FTSE Global All-Cap UCITS ETF USD Acc • IE000VAHT5T0
ETF
30.0%0.07%
Total100.0%0.19%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,268.37
Histogram of Monthly Returns
The portfolio had a positive return during 2 of the 3 months (67%)
Monthly Returns Heatmap
Best month: +2.0% • Worst month: -0.1% • Best year: 2026 (+2.7%) • Worst year: 2026 (+2.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-------+0.8%+2.0%-0.1%--+2.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +2.28% • The longest drawdown period lasted for 18 days and was between August 2026 and September 2026. It reached a trough of -2.2%.

Detailed Metrics

Returns
Total Return
+2.68%
Annualized Return
+18.50%
Avg Monthly Return
+0.89%
Risk
Volatility (Annual)
+9.97%
Max Drawdown
+2.28%
Positive Months
67%
Average Drawdown
-1.0%
Risk-Adjusted
Sharpe Ratio
1.65
Risk-free rate: 2.0%
Sortino Ratio
1.96
Downside risk adjusted
Return/Volatility
1.86
Calmar Ratio
8.11
Return/Max Drawdown
Ulcer Index
0.97
Drawdown depth & duration
Martin Ratio
0.17
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,268.37
Backtest Period
2026-08-20 to 2026-10-16
0.2 years
Rebalancing
quarterly
Base Currency
EUR