Data Source: from January 1970 to June 2026
Consolidated Returns as of 30 June 2026

Managing the All Country World Stocks To EUR Portfolio with a yearly rebalancing, you would have obtained a 8.51% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 8.51%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the All Country World Stocks To EUR Portfolio guaranteed the following returns.

ALL COUNTRY WORLD STOCKS TO EUR PORTFOLIO RETURNS
Period: January 1970 - June 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~57Y)
No Rebalancing 27.37 (0) 11.89 (0) 12.43 (0) 8.51 (0) 9.47 (0)
Yearly Rebalancing 27.37 (1) 11.89 (5) 12.43 (10) 8.51 (30) 9.47 (57)
Half Yearly Rebalancing 27.37 (2) 11.89 (10) 12.43 (20) 8.51 (60) 9.47 (113)
Quarterly Rebalancing 27.37 (4) 11.89 (20) 12.43 (40) 8.51 (120) 9.47 (226)
5% Tolerance per asset 27.37 (0) 11.89 (0) 12.43 (0) 8.51 (0) 9.47 (0)
10% Tolerance per asset 27.37 (0) 11.89 (0) 12.43 (0) 8.51 (0) 9.47 (0)

In order to have complete information about the portfolio, please refer to the All Country World Stocks To EUR Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of All Country World Stocks To EUR Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD STOCKS TO EUR PORTFOLIO PERFORMANCES
Period: January 1970 - June 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 9.47 (0) 16.68 0.57 -53.42 0.18
Yearly Rebalancing 9.47 (57) 16.68 0.57 -53.42 0.18
Half Yearly Rebalancing 9.47 (113) 16.68 0.57 -53.42 0.18
Quarterly Rebalancing 9.47 (226) 16.68 0.57 -53.42 0.18
5% Tolerance per asset 9.47 (0) 16.68 0.57 -53.42 0.18
10% Tolerance per asset 9.47 (0) 16.68 0.57 -53.42 0.18
(*) Since Jan 1970 (~57 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of All Country World Stocks To EUR Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD STOCKS TO EUR PORTFOLIO DRAWDOWNS
Period: January 1970 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-53.42
Sep 2000 - Oct 2013
-53.42
Sep 2000 - Oct 2013
-53.42
Sep 2000 - Oct 2013
-53.42
Sep 2000 - Oct 2013
-53.42
Sep 2000 - Oct 2013
-53.42
Sep 2000 - Oct 2013
-46.91
Jan 1973 - Aug 1979
-46.91
Jan 1973 - Aug 1979
-46.91
Jan 1973 - Aug 1979
-46.91
Jan 1973 - Aug 1979
-46.91
Jan 1973 - Aug 1979
-46.91
Jan 1973 - Aug 1979
-41.48
Sep 1989 - Jul 1993
-41.48
Sep 1989 - Jul 1993
-41.48
Sep 1989 - Jul 1993
-41.48
Sep 1989 - Jul 1993
-41.48
Sep 1989 - Jul 1993
-41.48
Sep 1989 - Jul 1993
-33.11
Sep 1987 - Jan 1989
-33.11
Sep 1987 - Jan 1989
-33.11
Sep 1987 - Jan 1989
-33.11
Sep 1987 - Jan 1989
-33.11
Sep 1987 - Jan 1989
-33.11
Sep 1987 - Jan 1989
-22.93
Jan 1970 - Jan 1971
-22.93
Jan 1970 - Jan 1971
-22.93
Jan 1970 - Jan 1971
-22.93
Jan 1970 - Jan 1971
-22.93
Jan 1970 - Jan 1971
-22.93
Jan 1970 - Jan 1971
5 Worst Drawdowns - Average
-39.57 -39.57 -39.57 -39.57 -39.57 -39.57
10 Worst Drawdowns - Average
-27.66 -27.66 -27.66 -27.66 -27.66 -27.66

For a deeper insight, please refer to the All Country World Stocks To EUR Portfolio: ETF allocation and returns page.