Data Source: from January 1950 to June 2026
Consolidated Returns as of 30 June 2026

Managing the Gold To EUR Hedged Portfolio with a yearly rebalancing, you would have obtained a 6.47% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 6.47%.

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 Gold To EUR Hedged Portfolio guaranteed the following returns.

GOLD TO EUR HEDGED PORTFOLIO RETURNS
Period: January 1950 - 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
(~77Y)
No Rebalancing 18.79 (0) 14.81 (0) 8.39 (0) 6.47 (0) 5.46 (0)
Yearly Rebalancing 18.79 (1) 14.81 (5) 8.39 (10) 6.47 (30) 5.46 (77)
Half Yearly Rebalancing 18.79 (2) 14.81 (10) 8.39 (20) 6.47 (60) 5.46 (153)
Quarterly Rebalancing 18.79 (4) 14.81 (20) 8.39 (40) 6.47 (120) 5.46 (306)
5% Tolerance per asset 18.79 (0) 14.81 (0) 8.39 (0) 6.47 (0) 5.46 (0)
10% Tolerance per asset 18.79 (0) 14.81 (0) 8.39 (0) 6.47 (0) 5.46 (0)

In order to have complete information about the portfolio, please refer to the Gold To EUR Hedged Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of Gold To EUR Hedged Portfolio, after implementing different rebalancing strategies.

GOLD TO EUR HEDGED PORTFOLIO PERFORMANCES
Period: January 1950 - 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 5.46 (0) 16.86 0.32 -70.20 0.08
Yearly Rebalancing 5.46 (77) 16.86 0.32 -70.20 0.08
Half Yearly Rebalancing 5.46 (153) 16.86 0.32 -70.20 0.08
Quarterly Rebalancing 5.46 (306) 16.86 0.32 -70.20 0.08
5% Tolerance per asset 5.46 (0) 16.86 0.32 -70.20 0.08
10% Tolerance per asset 5.46 (0) 16.86 0.32 -70.20 0.08
(*) Since Jan 1950 (~77 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of Gold To EUR Hedged Portfolio, after implementing different rebalancing strategies.

GOLD TO EUR HEDGED PORTFOLIO DRAWDOWNS
Period: January 1950 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-70.20
Feb 1980 - Jan 2008
-70.20
Feb 1980 - Jan 2008
-70.20
Feb 1980 - Jan 2008
-70.20
Feb 1980 - Jan 2008
-70.20
Feb 1980 - Jan 2008
-70.20
Feb 1980 - Jan 2008
-44.87
Sep 2011 - Sep 2024
-44.87
Sep 2011 - Sep 2024
-44.87
Sep 2011 - Sep 2024
-44.87
Sep 2011 - Sep 2024
-44.87
Sep 2011 - Sep 2024
-44.87
Sep 2011 - Sep 2024
-44.78
Jan 1975 - Jul 1978
-44.78
Jan 1975 - Jul 1978
-44.78
Jan 1975 - Jul 1978
-44.78
Jan 1975 - Jul 1978
-44.78
Jan 1975 - Jul 1978
-44.78
Jan 1975 - Jul 1978
-24.92
Mar 2008 - May 2009
-24.92
Mar 2008 - May 2009
-24.92
Mar 2008 - May 2009
-24.92
Mar 2008 - May 2009
-24.92
Mar 2008 - May 2009
-24.92
Mar 2008 - May 2009
-23.74
Mar 2026 - In progress
-23.74
Mar 2026 - In progress
-23.74
Mar 2026 - In progress
-23.74
Mar 2026 - In progress
-23.74
Mar 2026 - In progress
-23.74
Mar 2026 - In progress
5 Worst Drawdowns - Average
-41.70 -41.70 -41.70 -41.70 -41.70 -41.70
10 Worst Drawdowns - Average
-29.65 -29.65 -29.65 -29.65 -29.65 -29.65

For a deeper insight, please refer to the Gold To EUR Hedged Portfolio: ETF allocation and returns page.