2025 Possible
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | Large Cap Growth Equities | 50% |
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | Foreign Large Cap Equities | 30% |
SGLN.L iShares Physical Gold ETC | Precious Metals, Commodities | 2% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | Global Equities, Dividend | 18% |
Performance
Performance Chart
Loading data...
The earliest data available for this chart is Jan 27, 2014, corresponding to the inception date of DBAW
Returns By Period
As of May 30, 2025, the 2025 Possible returned 5.49% Year-To-Date and 12.47% 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% |
| 2025 Possible | 5.49% | 7.25% | 5.86% | 14.89% | 15.88% | 12.47% |
| Portfolio components: | ||||||
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 7.23% | 4.44% | 7.69% | 11.44% | 12.03% | 6.93% |
SGLN.L iShares Physical Gold ETC | 27.34% | 0.22% | 25.45% | 41.85% | 13.72% | 10.54% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | 10.49% | 3.77% | 5.68% | 14.34% | 13.00% | 6.65% |
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | 1.16% | 10.42% | 3.16% | 14.84% | 18.33% | 17.46% |
Monthly Returns
The table below presents the monthly returns of 2025 Possible , 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 | 3.37% | -1.89% | -3.64% | 0.30% | 7.62% | 5.49% | |||||||
| 2024 | 1.23% | 3.55% | 2.98% | -2.22% | 3.32% | 4.34% | -0.10% | 0.71% | 2.71% | -0.70% | 2.85% | -0.28% | 19.75% |
| 2023 | 8.32% | -1.22% | 5.03% | 1.37% | 3.00% | 5.14% | 3.43% | -1.94% | -3.31% | -2.90% | 8.29% | 5.14% | 33.77% |
| 2022 | -5.89% | -2.52% | 3.03% | -7.57% | -1.79% | -7.28% | 6.72% | -3.02% | -7.54% | 2.80% | 5.48% | -4.41% | -21.08% |
| 2021 | 0.80% | 1.44% | 2.38% | 3.62% | 0.83% | 3.10% | 0.90% | 2.83% | -3.53% | 4.43% | 0.19% | 2.80% | 21.39% |
| 2020 | 0.56% | -7.45% | -8.47% | 9.63% | 4.07% | 5.56% | 4.30% | 7.34% | -3.16% | -2.96% | 10.59% | 5.09% | 25.43% |
| 2019 | 7.69% | 2.79% | 2.58% | 3.91% | -5.94% | 5.73% | 1.73% | -2.74% | 2.06% | 3.17% | 3.15% | 3.26% | 30.21% |
| 2018 | 5.48% | -2.24% | -3.58% | 2.30% | 1.68% | 0.25% | 2.67% | 2.20% | 0.17% | -7.35% | 0.05% | -6.52% | -5.57% |
| 2017 | 2.41% | 3.37% | 2.18% | 1.81% | 2.72% | -0.72% | 2.71% | 1.36% | 0.61% | 3.54% | 1.03% | 1.45% | 24.84% |
| 2016 | -6.21% | -0.83% | 5.06% | -1.63% | 2.76% | -1.36% | 5.33% | 1.24% | 1.23% | -0.34% | 0.67% | 2.14% | 7.79% |
| 2015 | -0.73% | 5.42% | -1.20% | 2.19% | 0.89% | -2.77% | 2.36% | -6.22% | -3.86% | 9.26% | 0.08% | -1.49% | 3.02% |
| 2014 | 0.02% | 4.57% | -1.69% | 0.65% | 3.18% | 2.32% | 0.60% | 3.18% | -1.45% | 1.15% | 3.28% | -1.69% | 14.78% |
Expense Ratio
2025 Possible has an expense ratio of 0.36%, placing it in the medium range. 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
The current rank of 2025 Possible is 55, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 0.70 | 0.93 | 1.14 | 0.70 | 3.01 |
SGLN.L iShares Physical Gold ETC | 2.27 | 2.88 | 1.40 | 5.12 | 14.33 |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | 0.93 | 1.15 | 1.18 | 0.89 | 4.23 |
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.66 | 0.96 | 1.13 | 0.57 | 1.90 |
Loading data...
Dividends
Dividend yield
2025 Possible provided a 1.00% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.00% | 1.02% | 1.60% | 4.68% | 1.08% | 1.11% | 1.39% | 1.45% | 1.22% | 1.09% | 2.25% | 2.75% |
| Portfolio components: | ||||||||||||
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 1.58% | 1.70% | 3.45% | 13.44% | 2.05% | 2.08% | 2.91% | 2.93% | 2.41% | 1.99% | 5.74% | 7.59% |
SGLN.L iShares Physical Gold ETC | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF - (USD) Distributing | 2.93% | 2.82% | 3.15% | 3.60% | 2.59% | 2.68% | 2.89% | 3.14% | 2.76% | 2.73% | 2.92% | 2.61% |
CNX1.L iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the 2025 Possible . 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 2025 Possible was 28.98%, occurring on Mar 23, 2020. Recovery took 74 trading sessions.
The current 2025 Possible drawdown is 0.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.98% | Feb 20, 2020 | 23 | Mar 23, 2020 | 74 | Jul 6, 2020 | 97 |
| -26.04% | Dec 31, 2021 | 202 | Oct 11, 2022 | 199 | Jul 19, 2023 | 401 |
| -17.53% | Apr 28, 2015 | 206 | Feb 11, 2016 | 131 | Aug 15, 2016 | 337 |
| -17.28% | Feb 19, 2025 | 34 | Apr 7, 2025 | — | — | — |
| -16.89% | Oct 2, 2018 | 60 | Dec 24, 2018 | 70 | Apr 3, 2019 | 130 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 4 assets, with an effective number of assets of 2.68, 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 | SGLN.L | VHYL.AS | CNX1.L | DBAW | Portfolio | |
|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.02 | 0.50 | 0.56 | 0.77 | 0.70 |
| SGLN.L | 0.02 | 1.00 | -0.03 | 0.02 | -0.01 | 0.03 |
| VHYL.AS | 0.50 | -0.03 | 1.00 | 0.54 | 0.60 | 0.74 |
| CNX1.L | 0.56 | 0.02 | 0.54 | 1.00 | 0.50 | 0.92 |
| DBAW | 0.77 | -0.01 | 0.60 | 0.50 | 1.00 | 0.74 |
| Portfolio | 0.70 | 0.03 | 0.74 | 0.92 | 0.74 | 1.00 |