Asset Allocation
Find the right asset allocation for 5 Year Growth
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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Performance Chart
The chart shows the growth of an initial investment of $10,000 in 5 Year Growth, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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Returns By Period
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | 0.30% | 0.09% | 8.18% | 8.17% | 23.42% | 19.88% | 11.91% | 13.45% |
Portfolio 5 Year Growth | — | — | — | — | — | — | — | — |
| Portfolio components: | ||||||||
DFNG.L VanEck Defense ETF A USD Acc GBP | — | — | — | — | — | — | — | — |
EQGB.L Invesco EQQQ Nasdaq-100 UCITS ETF GBP Hdg Acc | -0.34% | -0.59% | 14.54% | 14.93% | 33.11% | 28.86% | 14.26% | — |
IMEU.L iShares MSCI Europe UCITS Dist | 0.10% | 0.33% | 5.25% | 8.53% | 16.50% | 16.22% | 8.58% | 9.72% |
ISF.L iShares Core FTSE 100 UCITS ETF (Dist) | 0.09% | -0.65% | 5.11% | 9.20% | 19.00% | 17.29% | 10.58% | 8.63% |
VAPX.L Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 0.35% | -2.11% | 39.58% | 44.97% | 70.32% | 25.08% | 10.60% | 11.74% |
VWRL.L Vanguard FTSE All-World UCITS ETF Distributing | 0.00% | 0.31% | 9.58% | 10.87% | 25.94% | 20.13% | 10.81% | 12.64% |
WLDS.L iShares MSCI World Small Cap UCITS ETF | -0.08% | -0.44% | 12.04% | 13.51% | 29.06% | 16.55% | 6.40% | — |
WMAT.L SPDR MSCI World Materials UCITS ETF | -1.03% | -3.57% | 10.27% | 15.74% | 26.87% | 13.49% | 6.13% | 10.69% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 3.49% | 6.39% | 48.56% | 44.72% | 92.03% | 33.19% | — | — |
Monthly Returns
Expense Ratio
5 Year Growth has an expense ratio of 0.38%, 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.
Return for Risk
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for 5 Year Growth and compares them with S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
DFNG.L VanEck Defense ETF A USD Acc GBP | — | — | — | — | — | — |
EQGB.L Invesco EQQQ Nasdaq-100 UCITS ETF GBP Hdg Acc | 55 | 1.77 | 2.54 | 1.30 | 2.20 | 8.15 |
IMEU.L iShares MSCI Europe UCITS Dist | 34 | 1.14 | 1.69 | 1.21 | 1.40 | 4.98 |
ISF.L iShares Core FTSE 100 UCITS ETF (Dist) | 45 | 1.43 | 2.03 | 1.26 | 1.94 | 6.55 |
VAPX.L Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 90 | 3.02 | 3.68 | 1.54 | 4.63 | 17.93 |
VWRL.L Vanguard FTSE All-World UCITS ETF Distributing | 73 | 2.17 | 3.17 | 1.39 | 2.84 | 12.31 |
WLDS.L iShares MSCI World Small Cap UCITS ETF | 69 | 2.02 | 3.03 | 1.35 | 3.16 | 11.48 |
WMAT.L SPDR MSCI World Materials UCITS ETF | 42 | 1.38 | 1.95 | 1.24 | 1.72 | 6.48 |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 89 | 3.08 | 3.45 | 1.48 | 6.00 | 18.85 |
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Dividends
Dividend yield
5 Year Growth provided a 1.05% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.05% | 1.20% | 1.27% | 1.33% | 1.45% | 1.18% | 0.99% | 2.17% | 1.49% | 1.28% | 1.26% | 1.35% |
| Portfolio components: | ||||||||||||
DFNG.L VanEck Defense ETF A USD Acc GBP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EQGB.L Invesco EQQQ Nasdaq-100 UCITS ETF GBP Hdg Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.16% | 0.00% | 0.00% | 0.00% | 0.00% |
IMEU.L iShares MSCI Europe UCITS Dist | 2.55% | 2.49% | 2.95% | 2.86% | 2.80% | 2.30% | 2.04% | 3.19% | 3.19% | 2.60% | 2.76% | 2.58% |
ISF.L iShares Core FTSE 100 UCITS ETF (Dist) | 2.87% | 3.01% | 3.71% | 3.86% | 3.75% | 3.76% | 3.11% | 4.47% | 4.44% | 3.96% | 3.79% | 4.12% |
VAPX.L Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 1.91% | 2.70% | 3.47% | 3.53% | 4.32% | 3.51% | 2.08% | 3.39% | 3.52% | 3.10% | 2.71% | 3.49% |
VWRL.L Vanguard FTSE All-World UCITS ETF Distributing | 1.26% | 1.39% | 1.49% | 1.72% | 2.03% | 1.45% | 1.58% | 1.95% | 2.22% | 1.90% | 1.95% | 2.00% |
WLDS.L iShares MSCI World Small Cap 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% |
WMAT.L SPDR MSCI World Materials 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% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.22% | 1.81% | 0.19% | 0.24% | 0.22% | 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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 5 Year Growth. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|
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 9 assets, with an effective number of assets of 7.61, reflecting the diversification based on asset allocation. Your capital is well-distributed across most of your holdings, with only mild concentration in a few names. True diversification also depends on the correlations between assets — check the diversification ratio below.
Diversification Ratio
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Not enough data to calculate this metric.