100% equities retirement
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CUKX.L iShares FTSE 100 UCITS ETF | 17.50% | |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | Global Equities | 65% |
VMID.L Vanguard FTSE 250 UCITS ETF Distributing | Europe Equities | 17.50% |
Performance
Performance Chart
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The earliest data available for this chart is Oct 1, 2014, corresponding to the inception date of VMID.L
Returns By Period
As of May 30, 2025, the 100% equities retirement returned 8.10% Year-To-Date and 167.60% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.52% | 6.32% | -1.44% | 12.25% | 14.20% | 10.84% |
| 100% equities retirement | 8.10% | 6.15% | 41.30% | 285.62% | 279.32% | 167.60% |
| Portfolio components: | ||||||
CUKX.L iShares FTSE 100 UCITS ETF | 17.29% | 4.03% | 14.34% | 17.21% | 13.41% | 4.95% |
VMID.L Vanguard FTSE 250 UCITS ETF Distributing | 11.10% | 6.45% | 8.95% | 11.50% | 8.95% | 2.75% |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | 4.77% | 6.64% | 53.90% | 515.39% | 526.49% | 295.03% |
Monthly Returns
The table below presents the monthly returns of 100% equities retirement , with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.48% | -1.06% | -2.84% | 2.08% | 6.46% | 8.10% | |||||||
| 2024 | 0.12% | 2.03% | 36.63% | -1.79% | 3.84% | 97.82% | 3.25% | 1.57% | 31.50% | -2.85% | 3.24% | 29.98% | 406.17% |
| 2023 | 6.38% | -2.20% | 52.95% | 3.18% | -2.16% | 3.99% | 3.69% | -2.50% | 31.56% | -4.14% | 8.91% | 46.29% | 239.32% |
| 2022 | -5.21% | -1.57% | 33.11% | -6.57% | -0.94% | -9.49% | 6.47% | -4.82% | 32.34% | 5.71% | 8.34% | 36.26% | 117.72% |
| 2021 | -0.73% | 3.13% | 37.58% | 4.48% | 2.43% | 67.10% | 1.75% | 2.42% | 28.08% | 4.13% | -2.76% | 46.86% | 399.95% |
| 2020 | -1.73% | -10.38% | -14.62% | 9.50% | 2.71% | 56.08% | 3.81% | 6.74% | 47.64% | -3.21% | 13.61% | 38.42% | 228.67% |
| 2019 | 9.12% | 2.06% | 66.55% | 3.12% | -6.11% | 5.60% | -0.07% | -2.74% | 52.05% | 2.99% | 3.07% | 39.78% | 315.81% |
| 2018 | 4.21% | -4.00% | 23.83% | 0.19% | 13.01% | -0.72% | -0.24% | -2.02% | 52.84% | -4.06% | -0.76% | 43.30% | 183.87% |
| 2017 | 1.83% | 2.42% | 1.55% | 3.61% | 0.73% | -0.08% | 2.12% | -1.77% | 70.50% | -0.11% | 1.14% | 34.05% | 155.80% |
| 2016 | -6.44% | -0.66% | 5.74% | 1.29% | 0.63% | -4.09% | 4.33% | 1.02% | 0.01% | -3.01% | 1.24% | 2.44% | 1.87% |
| 2015 | -1.52% | 5.80% | -2.96% | 3.97% | 0.61% | -2.66% | 1.70% | -6.19% | -4.52% | 7.21% | -0.66% | -2.56% | -2.68% |
| 2014 | 1.07% | 1.60% | -1.30% | 1.35% |
Expense Ratio
100% equities retirement has an expense ratio of 0.11%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 99, 100% equities retirement is among the top 1% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
CUKX.L iShares FTSE 100 UCITS ETF | 1.07 | 1.39 | 1.20 | 1.24 | 4.18 |
VMID.L Vanguard FTSE 250 UCITS ETF Distributing | 0.64 | 0.85 | 1.11 | 0.39 | 1.39 |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | 3.16 | 22.29 | 4.23 | 29.49 | 132.84 |
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Dividends
Dividend yield
100% equities retirement provided a 1.38% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.38% | 1.54% | 1.71% | 1.86% | 1.39% | 1.42% | 1.76% | 2.09% | 1.82% | 1.76% | 1.86% | 0.11% |
| Portfolio components: | ||||||||||||
CUKX.L iShares FTSE 100 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VMID.L Vanguard FTSE 250 UCITS ETF Distributing | 3.32% | 3.30% | 3.41% | 3.30% | 2.55% | 2.08% | 2.82% | 3.59% | 3.19% | 3.08% | 3.09% | 0.60% |
VEVE.L Vanguard FTSE Developed World UCITS ETF Distributing | 1.22% | 1.48% | 1.71% | 1.98% | 1.46% | 1.62% | 1.95% | 2.24% | 1.93% | 1.88% | 2.03% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 100% equities retirement . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 100% equities retirement was 37.25%, occurring on Mar 23, 2020. Recovery took 54 trading sessions.
The current 100% equities retirement drawdown is 0.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.25% | Feb 14, 2020 | 27 | Mar 23, 2020 | 54 | Jun 11, 2020 | 81 |
| -21.15% | May 22, 2015 | 185 | Feb 11, 2016 | 304 | Apr 26, 2017 | 489 |
| -18.76% | Mar 31, 2022 | 71 | Jul 14, 2022 | 44 | Sep 15, 2022 | 115 |
| -15.52% | Feb 18, 2025 | 35 | Apr 7, 2025 | 23 | May 13, 2025 | 58 |
| -14.96% | Sep 28, 2018 | 52 | Dec 10, 2018 | 11 | Dec 27, 2018 | 63 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 2.07, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | VMID.L | CUKX.L | VEVE.L | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.46 | 0.48 | 0.54 | 0.55 |
| VMID.L | 0.46 | 1.00 | 0.83 | 0.69 | 0.83 |
| CUKX.L | 0.48 | 0.83 | 1.00 | 0.70 | 0.83 |
| VEVE.L | 0.54 | 0.69 | 0.70 | 1.00 | 0.96 |
| Portfolio | 0.55 | 0.83 | 0.83 | 0.96 | 1.00 |