Portfolio Backtest and Simulation

Dedalo Invest
1
Simulation Settings
The minimum date range must be at least 12 months. 'Date To' cannot be beyond April 2026.
Cashflows Reset
Available assets
Stocks
Fixed Income
Commodities

US Stocks

  • VTI
    US Total Stock Market
  • VUN.TO
    US Total Stock Market
  • XD9U.DE
    US Total Stock Market
  • XDUS.L
    US Total Stock Market
  • VTV
    US Large Cap Value
  • SPY
    US Large Cap Blend (S&P 500)
  • VFV.TO
    SP500 - US Large Cap Blend
  • SXR8.DE
    SP500 - US Large Cap Blend
  • CSP1.L
    SP500 - US Large Cap Blend
  • VUG
    US Large Cap Growth
  • VOE
    US Mid Cap Value
  • IJH
    US Mid Cap Blend
  • XMC.TO
    US Mid Cap Blend
  • SPY4.DE
    US Mid Cap Blend
  • SPX4.L
    US Mid Cap Blend
  • IJK
    US Mid Cap Growth
  • IJS
    US Small Cap Value
  • ZPRV.DE
    US Small Cap Value
  • USSC.L
    US Small Cap Value
  • IJR
    US Small Cap Blend
  • XSMC.TO
    US Small Cap Blend
  • ZPRR.DE
    US Small Cap Blend
  • R2SC.L
    US Small Cap Blend
  • IJT
    US Small Cap Growth
  • IUSV
    US Value
  • XVLU.TO
    US Value
  • QDVI.DE
    US Value
  • IUVF.L
    US Value
  • IUSG
    US Growth

ex-US Stocks

  • SXRT.DE
    EU - Large Cap
  • XIC.TO
    Canada - Large Cap
  • VUKG.L
    UK - Large Cap
  • CS51.L
    EU - Large Cap
  • VT
    World All Countries
  • IUSQ.DE
    World All Countries
  • SSAC.L
    World All Countries
  • XAW.TO
    World All Countries ex-Canada
  • URTH
    World Developed Countries
  • EUNL.DE
    World Developed Countries
  • SWDA.L
    World Developed Countries
  • MWEP.L
    Dev. Countries Equal Weight
  • MWEQ.DE
    Dev. Countries Equal Weight
  • EFA
    EAFE
  • XEF.TO
    EAFE
  • WEXE.DE
    Dev.Countries ex-US
  • XMWX.L
    Dev.Countries ex-US
  • EFV
    EAFE Value
  • IWFV.L
    Dev. Countries Value
  • IS3S.DE
    Dev. Countries Value
  • SCZ
    EAFE Small Cap
  • IUSN.DE
    Dev. Countries Small Cap
  • WLDS.L
    Dev. Countries Small Cap
  • IMTM
    Intl (ex US-CA) Momentum Factor
  • FCIM.NE
    Intl (ex US-CA) Momentum Factor
  • IWFM.L
    Dev. Countries Momentum Factor
  • IS3R.DE
    Dev. Countries Momentum Factor
  • IWFQ.L
    Dev. Countries Quality Factor
  • IS3Q.DE
    Dev. Countries Quality Factor
  • EEM
    Emerging Markets
  • XEC.TO
    Emerging Markets
  • IS3N.DE
    Emerging Markets
  • EMIM.L
    Emerging Markets
  • VGK
    Europe
  • VE.TO
    Europe
  • VPL
    Pacific
  • VA.TO
    Pacific
  • CPJ1.L
    Pacific ex-Japan
  • SXR1.DE
    Pacific ex-Japan
  • AAXJ
    Asia ex-Japan
  • REET
    Global REITs
  • CGR.TO
    Global REITs
  • SPY2.DE
    Global REITs
  • HPRO.L
    Global REITs
  • DWX
    Intl (ex-US-CA) High Dividend
  • VHYG.L
    All World High Dividend
  • VGWE.DE
    All World High Dividend
  • DLS
    Intl (ex-US-CA) Small Cap Divd.

US Theme - Sectors

  • PFF
    US Preferred Stocks
  • ZUP.TO
    US Preferred Stocks
  • PRFD
    US Preferred Stocks
  • PRAC.L
    US Preferred Stocks
  • ESGV
    US ESG Stocks
  • XUSR.TO
    US ESG Stocks
  • XZMU.DE
    US ESG Stocks
  • XESU.L
    US ESG Stocks
  • QQQ
    US Nasdaq
  • QQC.TO
    US Nasdaq
  • SXRV.DE
    US Nasdaq
  • CNX1.L
    US Nasdaq
  • VNQ
    US REITs
  • IQQ7.DE
    US REITs
  • IUSP.L
    US REITs
  • XLC
    US Communication Services
  • IU5C.DE
    US Communication Services
  • GXLC.L
    US Communication Services
  • XLY
    US Consumer Discretionary
  • QDVK.DE
    US Consumer Discretionary
  • ICDU.L
    US Consumer Discretionary
  • XLP
    US Consumer Staples
  • 2B7D.DE
    US Consumer Staples
  • ICSU.L
    US Consumer Staples
  • XLE
    US Energy
  • QDVF.DE
    US Energy
  • IESU.L
    US Energy
  • XLF
    US Financials
  • XUSF.TO
    US Financials
  • QDVH.DE
    US Financials
  • UIFS.L
    US Financials
  • XLV
    US Healthcare
  • FHH.TO
    US Healthcare
  • QDVG.DE
    US Healthcare
  • IHCU.L
    US Healthcare
  • XLK
    US Information Technology
  • QDVE.DE
    US Information Technology
  • IITU.L
    US Information Technology
  • XLI
    US Industrials
  • FHG.TO
    US Industrials
  • 2B7C.DE
    US Industrials
  • IISU.L
    US Industrials
  • XLB
    US Materials
  • 2B7B.DE
    US Materials
  • IMSU.L
    US Materials
  • XLU
    US Utilities
  • 2B7A.DE
    US Utilities
  • IUSU.L
    US Utilities

US Factor - Dividends - Misc

  • MTUM
    US Momentum Factor
  • XMTM.TO
    US Momentum Factor
  • QDVA.DE
    US Momentum Factor
  • IUMF.L
    US Momentum Factor
  • RSP
    US Equal Weight
  • EQL.TO
    US Equal Weight
  • XDEW.DE
    US Equal Weight
  • XDWE.L
    US Equal Weight
  • USMV
    US Minimum Volatility
  • XMU.TO
    US Minimum Volatility
  • IBCK.DE
    US Minimum Volatility
  • MVUS.L
    US Minimum Volatility
  • QUAL
    US Quality Factor
  • XQLT.TO
    US Quality Factor
  • QDVB.DE
    US Quality Factor
  • IUQF.L
    US Quality Factor
  • VYM
    US High Dividend
  • XHU.TO
    US High Dividend
  • USDV.DE
    US High Dividend
  • USDV.L
    US High Dividend
  • DES
    US Small Cap High Dividend
  • OEF
    S&P 100
  • SNP1.DE
    S&P 100

US Fixed Income

  • BND
    US Total Bonds
  • ZUAG.TO
    US Total Bonds
  • EUNX.DE
    US Total Bonds
  • SUAG.L
    US Total Bonds
  • BSV
    US Short Term Total Bonds
  • GOVT
    US Government Bonds
  • VGTY.DE
    US Government Bonds
  • VUTA.L
    US Government Bonds
  • BIL
    US T-Bill 1-3 Months
  • ZUCM.TO
    US T-Bill 1-3 Months
  • XFFE.DE
    US Dollar Ultra Short
  • BBM3.L
    US Dollar Ultra Short
  • SHY
    US Treasury 1-3 Year
  • ZTS.NE
    US Treasury 1-3 Year
  • IUSU.DE
    US Treasury 1-3 Year
  • CU31.L
    US Treasury 1-3 Year
  • IEI
    US Treasury 3-7 Year
  • ZTM.NE
    US Treasury 3-7 Year
  • SXRL.DE
    US Treasury 3-7 Year
  • CU71.L
    US Treasury 3-7 Year
  • IEF
    US Treasury 7-10 Year
  • HTB.TO
    US Treasury 7-10 Year
  • IUSM.DE
    US Treasury 7-10 Year
  • IBTM.L
    US Treasury 7-10 Year
  • TLT
    US Treasury 20+Year
  • XTLT.TO
    US Treasury 20+Year
  • IS04.DE
    US Treasury 20+Year
  • IBTL.L
    US Treasury 20+Year
  • TIP
    US Inflation Linked Bonds
  • XSTP.TO
    US Inflation Linked Bonds
  • IUST.DE
    US Inflation Linked Bonds
  • ITPS.L
    US Inflation Linked Bonds
  • CWB
    US Convertible Bonds
  • NUBD
    US ESG Aggregate Bonds
  • SPPU.DE
    US ESG Aggregate Bonds
  • UC98.L
    US ESG Aggregate Bonds
  • LQD
    US Invest. Grade Corp. Bonds
  • XCBU.TO
    US Invest. Grade Corp. Bonds
  • VUCE.DE
    US Invest. Grade Corp. Bonds
  • UC84.L
    US Invest. Grade Corp. Bonds
  • HYG
    US High Yield Corporate Bonds
  • ZJK.TO
    US High Yield Corporate Bonds
  • IS0R.DE
    US High Yield Corporate Bonds
  • SHYU.L
    US High Yield Corporate Bonds
  • SPLB
    US Long Term Corporate Bonds
  • MBB
    US Inv. Grade Mortgage Backed
  • SMBS.L
    US Inv. Grade Mortgage Backed

EU Fixed Income

  • SYBA.DE
    EU Total Bonds
  • XEON.DE
    EU Overnight Rates
  • XGLE.DE
    EU Government Bonds
  • EUN6.DE
    EU Gov. Bonds 0-1 Year
  • LYQ2.DE
    EU Gov. Bonds 1-3 Year
  • SXRP.DE
    EU Gov. Bonds 3-7 Year
  • LYXD.DE
    EU Gov. Bonds 7-10 Year
  • IBCL.DE
    EU Gov. Bonds 15-30 Year
  • IBCI.DE
    EU Inflation Linked Bonds
  • EUN4.DE
    EU ESG Aggregate Bonds
  • EUN5.DE
    EU Invest. Grade Corp. Bonds
  • XHYG.DE
    EU High Yield Corporate Bonds

CA Fixed Income

  • ZAG.TO
    CA Total Bonds
  • XGB.TO
    CA Government Bonds
  • CBIL.TO
    CA T-Bill 1-3 Months
  • ZFS.TO
    CA Gov. Bonds 1-5 Year
  • CLG.TO
    CA Gov. Bonds 1-10Y Laddered
  • ZFM.TO
    CA Gov. Bonds 5-10 Year
  • ZFL.TO
    CA Gov. Bonds 15-30 Year
  • ZRR.TO
    CA Inflation Linked Bonds
  • CVD.TO
    CA Convertible Bonds
  • XSAB.TO
    CA ESG Aggregate Bonds
  • XCB.TO
    CA Invest. Grade Corp. Bonds

UK Fixed Income

  • IGLT.L
    UK Government Bonds
  • XSTR.L
    UK Overnight Rates
  • IGL5.L
    UK Gov. Bonds 1-5 Year
  • GLTL.L
    UK Gov. Bonds 15+ Year
  • INXG.L
    UK Inflation Linked Bonds
  • IS15.L
    UK Inv. Grade Corp. 0-5y Bonds
  • UKCO.L
    UK Invest. Grade Corp. Bonds

International Fixed Income

  • BNDX
    Intl (ex-US) Total Bonds
  • BNDX
    Intl (ex-US) Total Bonds
  • SAGG.L
    Global Aggregate Bonds
  • EUNU.DE
    Global Aggregate Bonds
  • XG7S.DE
    Developed Mkts Gov. Bonds
  • XG7S.L
    Developed Mkts Gov. Bonds
  • EMB
    Emerging Markets Gov. Bonds
  • EMB
    Emerging Markets Gov. Bonds
  • IUS7.DE
    Emerging Markets Gov. Bonds
  • VEMA.L
    Emerging Markets Gov. Bonds
  • WIP
    Intl (ex-US) Infl. Linked Bonds
  • IUS5.DE
    Global Inflation Linked Bonds
  • SGIL.L
    Global Inflation Linked Bonds
  • GLCB.L
    Global Convertible Bonds
  • ZPRC.DE
    Global Convertible Bonds

Commodity

  • GLD
    Gold
  • ZGLD.TO
    Gold
  • PHAU
    Gold
  • SGLP.L
    Gold
  • SLV
    Silver
  • PHAG
    Silver
  • SSLN.L
    Silver
  • DBC
    Broad Commodities
  • CCOM.TO
    Broad Commodities
  • UIQK.DE
    Broad Commodities
  • CMOP.L
    Broad Commodities
  • GSG
    Broad Commodities
  • GLTR
    Precious Metals
  • ^BTC
    Bitcoin
  • ^BTC-CAD
    Bitcoin
  • ^BTC-EUR
    Bitcoin
  • ^BTC-GBP
    Bitcoin
  • DBMF
    Managed Futures
  • DBMF.DE
    Managed Futures
  • DBMG.L
    Managed Futures
2
Portfolio Names
Modify / Confirm portfolio names. You can also choose an existing portfolio clicking on
3
Asset Weights
If you select an existing portfolio, the assets will be loaded automatically. You can also add your own data for a personalized backtest.
Assets
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